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ECM Release: 2019-04-23

This document summarizes the improvements in ECM 2019-04-23 release and serves as a quick reference to these items. For more complete information, please refer to the ticket number shown.*  

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Issue No. 
Summary
Configuration
Operation 

OE-12687

Report: Hourly Reporting Categories 

Reports gross sales on reporting categories by hour and by site.
(Voids and refunds are not deducted from gross sales.)
Select by day and site or sites. 

This report requires that the site has reporting categories configured. 

Path: Categories > Reporting Categories 

Workflow

Path: Reports > Reports 

  • Select Hourly Reporting Categories
  • Select site(s) 
  • Select start and end dates for report 
  • Report will display gross sales for each reporting category by hour and by site 
    • Reporting categories are shown in alphabetical order
      • Each reporting category can be expanded or collapsed (default: all categories expanded) 
    • Sites are shown in alphabetical order 
      • A selected site is required to have at least one sale between the start and end dates to appear on the report
    • Hours represent a union set of the store hours of all sites with sales. (Example: The union of the sets {1, 2, 3} and {2, 3, 4} is {1, 2, 3, 4}This avoids duplication of hours in the report.) 
  • Report cannot be filtered, sorted or grouped
  • Report can be exported in Excel and PDF formats (CSV export not available)

OE-12669


IN PROGRESS

Report: DSR Multi-site 

This is an abbreviated Daily Sales Report. Basic sales information can be shown for multiple sites


Workflow

Path: Reports > Reports 

  • Select DSR Multi-site
  • Select Site(s)
  • Select business date for report (default: today's date)
  • Click Refresh Report 
  • The report will refresh and display the following information

Columns:

  • Description
  • Gross Sales
  • Comps/Disc
  • Net Sales

All columns can be filtered

Report sections:

  • Reporting categories
    • Total Sales = Sum of all reporting category values
  • Taxes and tips collected
    • Total Collected = Sum of all taxes and tips collected PLUS sum of all reporting categories
  • Payments
    • Total Payment = Sum of all payments collected
  • Variance
    • Variance is Total Collected minus Total Payments

Export formats:

Excel
PDF
CSV

Note: Business date format OE-12796

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Issue No. 
Summary
Configuration
Operation 



OE-12761

ECM: Ability to set barcode for combos

WIP

Combo Menu item: Allow PLU/barcode to be set for combos

A PLU/barcode can be entered in ECM at either the global or site level for a combo menu item. 

Path: Products > Menu Items > edit a combo menu item 

Global setting 

  • Enter a value in PLU/Barcode Number
  • Save 
Image Added


Site-level setting 

  • On Menu Items page, select a site or sites before selecting a menu item 

Image Added

  • Edit a combo menu item; enter a value in PLU/Barcode Number; save

Image Added

The ECM portion of this feature is complete.

The application portion is to come. (OE-12618)

OE-12730ECM

Combo menu item: Admin can set start/end date 

Start and end dates can be set for combo menu items. The item is available to be ordered on the start date

for combos

and not available after the end date.

Dates can be set at either the global or site level for a combo menu item. 

Path: Products > Menu Items > edit a combo menu item 

Image Added

  • Start date:
    • Click the calendar selector to select a start date

Image Added

  • Click the time selector to select a start time 

Image Added

  • End date:
    • Click the calendar selector to select an end date
    • Click the time selector to select an end time 

Image Added

The ECM portion of this feature is complete.

The application portion is to come. (OE-12619)

OE-12565ECM: Add Menu Item > Combo - Add a new setting for percentage off

Combo Menu Item, Reduced Price: Add a setting for percentage reduction  

A combo menu item that is configured as reduced price combo type can be set to reduce the price by a set dollar amount or by a percentage amount. 


Info
titleAccount Feature Toggle Required**
Allowed reduced price percentage on combos

Path: Products > Menu items > add/edit combo menu item 

  • Combo Type: select Reduced Price
  • Options available: 
    • Dollars - default
    • Percentage

Image Added

Options: 

  • Select Dollars; enter the dollar amount reduction to be applied 

Image Added

  • Select Percentage; enter the percent reduction to be applied (value can be carried to two decimal places) 

Image Added


Note: The percentage option is not available if the account feature toggle is not enabled. Only a reduced price amount can be set. 

Image Added

The ECM portion of this feature is complete.

The application portion is to come. (OE-12531)

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*Detailed documentation is in progress and will be available upon completion. 
**Please contact your NorthStar representative to have this setting enabled for your account.