Page Comparison

iOS App

...

iOS App

The following new features and improvements have been made to the NorthStar Order Entry app on iOS.

DONE - Pending responses from Angel/Art B

NEW DOC:

Feature Area	Description	Documentation Reference
App Support	Allow CBS Support to to remotely connect to a site's iPad via Bomgar	Bomgar Remote Support via iPad
Banks/Drops	The banks and drops feature enables sites to set cash threshold limits for cash drawers; when cash limit is met, management is prompted to pull cash from drawers and record the amount pulled. Includes: Add early warning functionality when a cash drawer approaches the cash drawer limit Allow input of starting bank amount and cash skim amount Implement job permission for Banks/Drops button access Revise limit warning messages Cashout and finalizing a drawer resets banks/drops amounts for that drawer Audit Log (ECM) - Display when drawer cash limit met or exceeded	Banks/Drops User Guide
Cheetah	Cheetah Digital is a loyalty program and coupon service. Customers sign up on Cheetah's website and can receive rewards based on spend activity on NorthStar. Includes: Highlight Surprise and Delight rewards (Cheetah Digital) Show attached customer’s current loyalty tier When reward is set to exclusive and only 1 can be applied, allow reward to be applied to only 1 item on the redeem screen. Display Cheetah Digital rewards	Payment#CheetahDigital-Loyalty External Code & External Code 2
Dispatch	The dispatch dashboard is a web application that offers an above-store view of orders and communication with customers. It can be used to view and manage online/phone orders for delivery and pickup or orders from any area of the site configured to use dispatch dashboard. Allow access to Dispatch Dashboard Add Kitchen status to Dispatch Check when any item on the check is submitted to kitchen Windows App: Allow access to Dispatch Dashboard from app (Username dropdown menu)	Dispatch Dashboard User Guide
Hourly Sales/DSR	Update the application DSR Report to display Sold and Advance (sent and unsent) sales data.	Daily Sales Report (App)
Hourly Sales/DSR	Update the application Hourly Sales Report to display all hours and sales/labor grid	Hourly Sales and Labor Report (App)
iDynamo 6	Allow iDynamo 6 contactless payment	Contactless payment - iDynamo 6
Payment processing	Quick Chip: Allow for "Insert Anytime" of credit card on PAX devices through EMV Quick Chip to speed up the check payment process. The customer can insert the credit card and it will be captured before the cashier completes processing the check.	Using "Insert Anytime" on PAX card reader (Quick Chip)
Reports	Push payment devices' serial numbers to the cloud	World View
Shift4 Credit Cards	Create new payment processor adapter for Shift4 integration	Online Ordering
Text Loyalty	This optional feature allows staff to text guests a link to join the company's loyalty/reward program. Includes: Display or hide "Text to join loyalty" button based on ECM configuration Display a popup view for mobile number entry Create a web service that sends out a text message to the entered mobile number	Text guest to join loyalty program
Text NS Pay	Improvements to the Text to Pay feature Enable text to pay button when orders are not yet added to a check. After successful text sent from guest identifier screen, the guest identifier closes and returns to Location manager or resets the orders and remains on ordering, based on settings.	Text to Pay
TruCommerce	NorthStar integrates to TruCommerce to pull menu items and their barcodes into our system; items are not required to be set up individually in the ECM portal. When a barcode is scanned the items are added to the order.	/wiki/spaces/ORDERENTRY/pages/2480406529
UX	Loyalty program Allow customer to provide date of birth during new member registration	Customer Loyalty/Redeem Member Rewards

Other	Print loyalty rewards summary information on the guest receipt	Receipts - General
	Drive Thru Send order on submit (Set by Area)	Drive Thru Order Workflow Add an Area
	Advanced Customer Display Show default components removed from order on customer display Do not display screen saver on customer displays during ordering, check review or payment process	Advanced Customer Display (iPad as a Customer Display
	Advance Orders Send advance orders automatically to the kitchen on date/time scheduled	Advance Orders

App - Auto Combo - Best value combo discount method (BISC)

Allow guest identifier pop-up to display first

Change "Person

Combo orders

Setting added in combo menu item configuration to use auto combo in the staff UI.
When selected, ordered qualifying menu items are combined to create a combo automatically on the payment screen that will provide the best value to the guest.

Combo: Auto combo (Best value discount)

Outstanding questions

Qualifier price rule does not apply to Auto combo setting (no ticket). Per description, it uses higher price automatically.
Qualifier price rule added on "
Jira Legacy
server System JIRA
serverId 84b2621d-c392-375f-9c64-d5087fa43495
key OE-13657
for setting Auto combo when scanned

Guest Identifier

Questions re: best value. Angel said he'd review doc. no response since 11/30.
	Guest Identifier Allow guest identifier pop-up to display first Change "Person" label to "Shirt" label Control guest identifier speed screens by area Add icons for guest identifiers	Guest Identifier Speed Screen Also do something with 2017 doc Guest Identifier
	Area icons Add ToGo.com icon	Add an Area
	CC Pre-Auth Allow the CC Pre-Auth window to pop up when the user starts a tab	Start Tab - Credit Card Pre-authorization
	Drive Thru Check search Add ability to see closed checks in drive thru Add "All" filter to allow display of all drive thru checks regardless of status; set as default	Drive Thru Order Workflow
	ECM Reports Display and round at N decimal places for time records.	Employee Reports

IN PROGRESS

Guest Facing

:

Disabled "Place my order"

should be disabled if

when there are no items to send to kitchen

FULL REWRITE/NEW DOC - Significant LOE

Create Guest Facing docs to replace 22 docs: Guest User Interface
Update:
- Operation Mode: Guest Facing

iOS App - New

Time Clock

UI Add

Added Log out and Return buttons to Time Card

Details (CFG)DONEiOS App - New Time Clock UI - Auto-fill selected user name when adding a time record (CFG)

DONE

Time Clock - UI Redesign

IOS App - New Time Clock UI display current user instead of all users on time record details (CFG)

DONE

Time Clock - UI Redesign

IOS App: Add type 2 barcode scan support (video)

DONE

Scan Type 2 Barcodes (iOS app) - Videos

iOS App: Minimum requirements on components and serving options auto adds menu item to order - BISC

DONE

Add Component Category

Add Serving Option Category

IOS App: Time Records round a x (2-6) decimal places instead of 2.

DONE

Employee Reports

Locations: Drive Thru - Option to toggle drive thru check search screen - BISC

DONE

Locations (Edit an Area)

Mask member info on guest receipt, kitchen chit, and app screens (PFC)

DONE

Add an Area

OE - Ability

Details
iOS App - New Time Clock UI - Auto-fill selected user name when adding a time record (CFG)
IOS App - New Time Clock UI display current user instead of all users on time record details (CFG)

Time Clock - UI Redesign

iOS App - Implement Bluetooth HID scanner

Per Tony - no order entry doc needed. Just a support doc for scanner setup, which screens can use scanner and what info can be completed by scanning.

Login screen
Ordering screen
Payment screen
Adjustment screen
Check Search popup
Customer Info/Loyalty popup
Card Inquiry and Activate Comp popup

Per Art:

For the login, staff may have QR code in their IDs for logging in.
For Ordering screen, menu item, adjustment, type2 barcode, coupon
For Payment screen, adjustment, gift card, coupon, loyalty acct #

Scanning Added ability to use Bluetooth HID scanner (in addition to external scanner and iPad scanner) to scan QR/barcodes for logging in, menu item ordering, adjustments, coupons, gift cards, etc.
	Barcode scanning Support type 2 barcode scan support	Scan Type 2 Barcodes (iOS app) - Videos
	Components and serving options Added a new setting on component category and serving options category configuration: Automatically add menu item to check when component requirements/serving option requirements are met When setting is selected, menu items are automatically added to the order when the minimum component and serving option requirements are met	Add Component Category Add Serving Option Category
	Time record reports - App ECM: Added setting on Reports page to allow user to set number of decimal places (2 - 6) to round and display hours The decimal place setting applies to: Time Record report Payroll Summary report Labor Summary report Tip Distribution report	Employee Reports
	Drive Thru Locations Previously, in a Drive Thru location, after the order taker tapped Payment Complete, Parked or Finalized, the Drive Thru Orders check search screen displayed. New option: A Locations setting has been added (for Drive Thru location only) that provides the option to either display the Drive Thru Orders check search screen automatically after these actions or to display the ordering screen	Locations (Edit an Area)
	Loyalty account privacy To comply with local laws and provide greater privacy, a feature toggle and setting have been added to allow a site to mask loyalty member info by area (app/receipt)Mask member info on guest receipt, kitchen chit, and app screens	Add an Area
	Survey codes Provided ability to print survey codes on all guest receipts in SMG

format (BISC)

DONE

format

Receipts - Codes

Printing:

Kitchen

-

printing

When the Order Type of a menu item is changed, print the new order type on the kitchen chit (more than one order type can be printed on the chit)

DONE

Order Types for Locations

Also updated:

Kitchen Chits
	Scheduled

Orders do not re-park after being processed, causes errors, mayhem, and eventually we run out of locations for web

orders

. Includes

Significant operational Improvement made to scheduled orders (advance orders,

takeout

take-out orders and web orders

. NOPE per Tony

What does this mean? "Scheduled Orders do not re-park after being processed" - Tony doesn't know
Checks can be opened from search; no longer need to go to location. scheduler will submit and process order on location, even if location in use.
No need for multiple locations. One or two should suffice to allow more than one check to be opened and addressed.
Majority of WOAPI users won’t need the Area setting: Finalize when sent to kitchen. Unclear why not needed.

DONE
Advance Orders - Updated to include new screenshots, revised text, (30 days, customer optional, can open w/o location

Not done:
Check search - Doc is long and focuses on screen components; needs to be updated.

Win App Tickets - DESCRIPTION FOR RELEASE DOC - Follow up later to add to iOS docs

Tickets added after build was frozen:

After completing release notes, come back and add these in and write release notes for these additions.

OE: Windows 4.9.1 [staging Sprint 24] - JIRA (atlassian.net)

OE: Windows 4.9.1 [staging Sprint 25] - JIRA (atlassian.net)

OE: Windows 4.9.1 [staging Sprint 26] - JIRA (atlassian.net)

ImprovementOE-1582486Win App: 86’ing components – UI ImprovementsClosedFixedWindows 0.5.6 [develop];Windows 0.5.6 [staging Sprint 7];4.9.1 WindowsImprovementOE-1586786Win App: Countdown 86'ing items - Split Order ItemsClosedFixedWindows 0.5.6 [staging Sprint 8];4.9.1 WindowsImprovementOE-14617ECMWin App: Apply ECM schedule price changes in the AppClosedFixedWindows 0.5.6 [develop];Windows 0.5.6 [staging Sprint 6];4.9.1 WindowsWrite Schedule Price Change doc with examples from ECM config to iOS and Windows workflow ImprovementOE-16195Windows PerfWin App: Adding item from Full Customization page is slowClosedFixedWindows 0.5.6 [staging Sprint 13];4.9.1 WindowsImprovementOE-16196Windows PerfWin App: Adjustments page loads slowlyClosedFixedWindows 0.5.6 [staging Sprint 12];4.9.1 WindowsImprovementOE-16197Windows PerfWin App: Applying payment takes longer but busy indicator is no longer displayedClosedFixedWindows 0.5.6 [staging Sprint 13];4.9.1 WindowsNew FeatureOE-16267Windows PerfWin App: Expose AddCheckAndSubmitItemsWithComboCheck ApiClosedFixedWindows 0.5.6 [staging Sprint 13];4.9.1 WindowsImprovementOE-16188Windows PerfWin App: First load of pages with menu is slow (Staff Main page & Menu Item Customization page)ClosedFixedWindows 0.5.6 [staging Sprint 12];4.9.1 WindowsImprovementOE-16190Windows PerfWin App: Navigating user back after tapping the back button takes a whileClosedFixedWindows 0.5.6 [staging Sprint 12];4.9.1 WindowsImprovementOE-16225

Win App: Show only clocked-in users by default for cash drawer assignment, table assignment (Assign Server), team assignment and Session Owner assignment. (Add toggle to show all users)

ClosedDone

Windows 0.5.6 [staging Sprint 18]
4.9.1 Server

ImprovementOE-16988

Win App: Open the NS Pay link corresponding to the site's environment when using admin command

Ready for QAFIxed4.9.1 WindowsImprovementOE-16517

Win App: Refund Gift Card and Alternate Payments Implementation

Ready for QAFixedWindows 0.5.6 [staging Sprint 17]
4.9.1 WindowsImprovementOE-16450

Win App: Allow Pre-auth with eDynamo/iDynamo

Ready for QAFixedWindows 0.5.6 [staging Sprint 16]
4.9.1 WindowsImprovementOE-16328

Win App: When Refunding a credit card you cannot choose the credit card to refund to. [Implementation]

Ready for QAFixedWindows 0.5.6 [staging Sprint 17]
4.9.1 WindowsImprovementOE-16061

Win App: Allow Pre-auth (start tab) in windows [Implementation]

Ready for QAFixedWindows 0.5.6 [staging Sprint 15]
Windows 0.5.6 [staging Sprint 18]
4.9.1 Windows
Windows 4.9.1 [staging Sprint 22]Create Windows doc based on Start Tab - Credit Card Pre-authorizationImprovementOE-15453UXWin App: Synergy - Allow customer to provide date of birth and password during registrationClosedFixedWindows 0.5.6 [staging Sprint 6];Membership 149.2;4.9.1 Windows

NEW DOC; See iOS doc for reference:
Customer Loyalty/Redeem Member Rewards

DOB appears for all loyalty providers not just Synergy per Eric.

TaskOE-15712Hourly Sales/DSRWinApp - DSR Report to display Sold and Advance (sent and unsent) sales data.

):

Instead of a scheduled order remaining attached to a location, the check will be parked and available in check search and behind the take-out button.
Operationally, this means the staff will tap Open instead of Go to Location to access a check. The staff member can work from a single location to open checks when a guest arrives.
This reduces/eliminates the need to create multiple locations for scheduled orders. (Majority of WOAPI users won’t need the Area setting: Finalize when sent to kitchen.)

Advance Orders

Not done:
Check search - Doc is long and focuses on screen components; needs to be updated.

Win App Tickets - DESCRIPTION FOR RELEASE DOC - Follow up later to add to iOS docs

Tickets added after build was frozen:

After completing release notes, come back and add these in and write release notes for these additions.

OE: Windows 4.9.1 [staging Sprint 24] - JIRA (atlassian.net)

OE: Windows 4.9.1 [staging Sprint 25] - JIRA (atlassian.net)

OE: Windows 4.9.1 [staging Sprint 26] - JIRA (atlassian.net)

6

NEW DOC

Reference: Daily Sales Report (App)

Task15715Hourly Sales/DSR Hourly Sales and Labor Report - Display all hours and sales/labor gridWindows 0.5.6 [develop]; 6New DOC


Improvement	OE-15824	86	Win App: 86’ing components – UI Improvements	Closed	Fixed	Windows 0.5.6 [develop];Windows 0.5.6 [staging Sprint	7];4.9.1 Windows
Improvement	OE-	15867	86	Win App	Closed	Fixed	: Countdown 86'ing items - Split Order Items	Closed	Fixed	Windows 0.5.6 [staging Sprint	8];4.9.1 Windows
Improvement	New Feature	OE-1689714617	ECM	Windows App: Mask Member Information on screens where they are displayed	Ready for QA	Done	Windows 4.9.1 (staging Sprint 25)	Added to 4.9.1 12/1/21
Task	OE-16972	Loyalty Lookup	Win App: Loyalty - Honor ECM setting to hide phone entry and/or email lookup on loyalty search	Ready for QA	Done	Windows 4.9.1 (staging Sprint 25)	Added to 4.9.1 12/1/21

WOAPI Tickets - NOPE

16519Web Ordering API; Server16398Fixed Server

Improvement

OE-16146

WOAPI

[WOAPI] Add a new endpoint to retrieve modified checks for a time range

Closed

Fixed

WOAPI TC:361 OCTO:507;Order Entry Server [staging-s17Win App: Apply ECM schedule price changes in the App

Closed

Fixed

Windows 0.5.6 [develop];Windows 0.5.6 [staging Sprint 6];4.9.1 Windows

Write Schedule Price Change doc with examples from ECM config to iOS and Windows workflow

Improvement

OE-16195

Windows Perf

Win App: Adding item from Full Customization page is slow

Closed

Fixed

Windows 0.5.6 [staging Sprint 13];4.9.1 Windows

Improvement

OE-16196

Windows Perf

Win App: Adjustments page loads slowly

Closed

Fixed

Windows 0.5.6 [staging Sprint 12];4.9.1 Server;Web Ordering API [staging]New FeatureWindows

Improvement

OE-1634516197

WOAPI

WEB API supports the vendor sending an employee association to NS OEWindows Perf

Win App: Applying payment takes longer but busy indicator is no longer displayed

Closed

Fixed

Web Ordering API;WOAPI TC:361 OCTO:507;Order Entry Server [staging-s17Windows 0.5.6 [staging Sprint 13];4.9.1 ServerWindows

ImprovementNew Feature

OE-1689216267

WOAPI

Web ordering api: Add new endpoint for viewing Quantity available for menu items. Windows Perf

Win App: Expose AddCheckAndSubmitItemsWithComboCheck Api

Closed

Fixed

Order Entry Server Windows 0.5.6 [staging Sprint 13];4.9.1 Server;Web Ordering API [staging]Windows

Improvement

OE-1689116188

WOAPI

Web Ordering API: Need to add validation when quantity of Menu Items ordered is greater than remaining quantity.Windows Perf

Win App: First load of pages with menu is slow (Staff Main page & Menu Item Customization page)

Closed

Fixed

Order Entry Server Windows 0.5.6 [staging Sprint 12];4.9.1 ServerWindows

Improvement

OE-1650016190

WOAPI

WOAPI - Clean up miscellaneous code in WebOrderingCompatibilityManager class

Closed

Fixed

Web Ordering APIWindows Perf

Win App: Navigating user back after tapping the back button takes a while

Closed

Fixed

Windows 0.5.6 [staging Sprint 12];4.9.1 ServerWindows

New FeatureImprovement

OE-16936

WOAPI

WOAPI - Create new endpoint to publish stocklevels for testing.

Closed

Fixed

Order Entry [staging];16225

Win App: Show only clocked-in users by default for cash drawer assignment, table assignment (Assign Server), team assignment and Session Owner assignment. (Add toggle to show all users)

Closed

Done

Windows 0.5.6 [staging Sprint 18]
4.9.1 Server

;Web Ordering API [staging]

Improvement

OE-

WOAPI

WOAPI - Move updating WebOrderingCheck ServerId From Session Properties to Automapper

Closed

Fixed

16988

Win App: Open the NS Pay link corresponding to the site's environment when using admin command

Ready for QA

FIxed

4.9.1

Windows

Improvement

OE-

Web Ordering API: Countdown stock level of items when ordered from the web api.

Closed

16517

Win App: Refund Gift Card and Alternate Payments Implementation

Ready for QA

Fixed

Windows 0.5.6 [staging Sprint 17]
4.9.1

NO DOCUMENTATION

New Feature14767Done 15]; WindowsTECH ONLY15694Order Entry [staging];Membership Service [staging] ServerTECH ONLY16838Investigate AppCenter issue: 4.7.8 app can't be updated to the latest staging app[torchys iOSOrder Entry Server [staging ServerTECH ONLY

Windows

Improvement

OE-

Shift4

APP - (Potentially) Integrate with IDTech Device for SHift4

Open

4.9.1 iOS;iOS App [develop Sprint 23]

TICKET IS OPEN; NO DOCUMENTATION NEEDED

Task

OE-14752

Shift4

OE - Create new Payment Processor Adapter for Shift4 Integration

Ready For QA

Done

Order Entry [staging-justadded];4.9.1 Server

NO DOCUMENTATION NEEDED

New Feature

OE-16381

Automated testing: Create a hidden command to accept manual barcode input for Windows Client Application

Closed

16450

Win App: Allow Pre-auth with eDynamo/iDynamo

Ready for QA

Fixed

Windows 0.5.6 [staging Sprint 16]
4.9.1 Windows

Improvement

OE-16328

Win App: When Refunding a credit card you cannot choose the credit card to refund to. [Implementation]

Ready for QA

Fixed

Windows 0.5.6 [staging Sprint 17]
4.9.1 Windows

Improvement

OE-16061

Win App: Allow Pre-auth (start tab) in windows [Implementation]

Ready for QA

Fixed

Windows 0.5.6 [staging Sprint 15]
Windows 0.5.6 [staging Sprint

18]
4.9.1 Windows
Windows 4.9.1

[staging Sprint 22]

Create Windows doc based on Start Tab - Credit Card Pre-authorization

Improvement

OE-

Fishbowl: Send externalcode as ServerID to fishbowl in the coupon request.

Ready For QA

Fixed

15453

UX

Win App: Synergy - Allow customer to provide date of birth and password during registration

Closed

Fixed

Windows 0.5.6 [staging Sprint 6];Membership 149.2;4.9.1

Windows

NEW DOC; See iOS doc for reference:
Customer Loyalty/Redeem Member Rewards

DOB appears for all loyalty providers not just Synergy per Eric.

Task

OE-

15712

Hourly Sales/DSR

WinApp - DSR Report to display Sold and Advance (sent and unsent) sales data.

Closed

Fixed

Windows 0.5.6 [develop];Windows 0.5.6 [staging Sprint 6];4.9.1

TECH ONLY

Improvement

OE-16900

Logs: Remove dispatch dashboard calls from our web ordering api logs.

Closed

Fixed

Windows

NEW DOC

Reference: Daily Sales Report (App)

Task

OE-15715

Hourly Sales/DSR

Win App Hourly Sales and Labor Report - Display all hours and sales/labor grid

Closed

Fixed

Windows 0.5.6 [develop];Windows 0.5.6 [staging Sprint 6];4.9.1

Windows

New DOC

New Feature

OE-16048

OE - Add additional information to BI DTO Punch Adjustments

Closed

Done

Order Entry [staging];16897

Windows App: Mask Member Information on screens where they are displayed

Ready for QA

Done

Windows 4.9.1 (staging Sprint 25)

Added to 4.9.1 12/1 Server

TECH ONLY

Improvement/21

Task

OE-16101

OE - Add New Parameters to Specific Combo Endpoints for the Capability of Switching Validation ON and OFF

Closed

Done

Order Entry [staging];16972

Loyalty Lookup

Win App: Loyalty - Honor ECM setting to hide phone entry and/or email lookup on loyalty search

Ready for QA

Done

Windows 4.9.1 iOS;(staging Sprint 25)

Added to 4.9.1 Server

TECH ONLY

Improvement

OE-16413

OE - Create Unit Tests for the Fix/Improvements Applied in Handling Exceptions

Closed

Done

Order Entry [staging];4.9.1 Server

TECH ONLY12/1/21

Versions Compared

Old Version 6

New Version 7

Key

iOS App

iOS App

Win App Tickets - DESCRIPTION FOR RELEASE DOC - Follow up later to add to iOS docs

Tickets added after build was frozen:

Win App Tickets - DESCRIPTION FOR RELEASE DOC - Follow up later to add to iOS docs

Tickets added after build was frozen:

WOAPI Tickets - NOPE

NO DOCUMENTATION

Page Comparison

Versions Compared

Old Version 6

New Version 7

Key

<span class="diff-html-added" data-a11y-before="Start of added content" data-a11y-after="End of added content" id="added-diff-22">[data-colorid=z4cvs6fg00]{color:#091e42} html[data-color-mode=dark] [data-colorid=z4cvs6fg00]{color:#bdd2f6}</span>iOS App

Win App Tickets - DESCRIPTION FOR RELEASE DOC - Follow up later to add to iOS docs

Tickets added after build was frozen:

Win App Tickets - DESCRIPTION FOR RELEASE DOC - Follow up later to add to iOS docs

Tickets added after build was frozen:

WOAPI Tickets - NOPE

NO DOCUMENTATION

iOS App