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Comment: Guest UI done. Next steps: Review added tickets and add to release notes


iOS App 

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

Questions re: best value. Angel said he'd review doc no response since 11/30.FULL REWRITE/NEW DOC - Significant LOE
  • Create Guest Facing docs to replace 22 docs: Guest User Interface
  • Update: Operation Mode: Guest Facing
    Feature AreaDescriptionDocumentation 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/DSRUpdate the application DSR Report to display Sold and Advance (sent and unsent) sales data.

    Daily Sales Report (App)

    Hourly Sales/DSRUpdate the application Hourly Sales Report  to display all hours and sales/labor grid

    Hourly Sales and Labor Report (App)

    iDynamo 6Allow 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)

    ReportsPush payment devices' serial numbers to the cloud

    World View

    Shift4 Credit CardsCreate new payment processor adapter for Shift4 integration

    Online Ordering 

    Text Loyalty

    Allow 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

    TruCommerceNorthStar 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


    Combo orders

    • Add setting 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.

    .

     


    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 

    Guest Identifier


    Area icons

    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


    Guest Facing

    • Disable "Place my order" when there are no items to send to kitchen
    Guest UI - Ordering Overview

    Time Clock

    • Add Log out and Return buttons to Time Card 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


    Scanning

    • Can 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

    • 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: New 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

    • Add Locations setting (for Drive Thru locations only) that provides the option to either display the Drive Thru Orders check search screen or to display the ordering screen after tapping Payment Complete, Parked or Finalized 

    Locations (Edit an Area)


    Loyalty account privacy 

    • To comply with local laws and enhance user privacy, a feature toggle and setting allows a site to mask loyalty member info by area (app/receipt) on guest receipt, kitchen chit, and app screens

    Add an Area


    Survey codes 

    • Provide ability to print survey codes on all guest receipts in SMG format 

    Receipts - Codes


    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) 

    Order Types for Locations

    Kitchen Chits


    Scheduled orders

    Operational Improvements on scheduled orders (advance orders, take-out orders and web orders):

    • When an order is scheduled, the check is parked and available in check search and behind the take-out button (no longer attached to a location)
    • Tap Open instead of Go to Location to access a check quickly 
    • This reduces/eliminates the need to create multiple locations for scheduled orders. (WOAPI users may no longer need the Area setting: Finalize when sent to kitchen.)

    Advance Orders 

    (Related: Check search)




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