Release: 4.7c
Release date: April 17, 2019
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Issue No. | Summary | Configuration | Operation | |||||||||||||||||||
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Cash Drawer Assignment | ||||||||||||||||||||||
Dual cash drawers, drawer assignments, cash out drawerFor cash control, two cash drawers can be configured to have restricted access:
Description includes: |
ECM settings: Sites > Devices > edit device > Device Peripherals - select Enable drawer assignment
Jobs > Permissions Select:
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Management role:
Server role:
DAILY CASH REPORT
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Cashout | ||||||||||||||||||||||
Cashout: Finalize multiple entire house cashouts
| ECM settings: Sites > edit site > Reports Setting:
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| Printing/Kitchen||||||||||||||||||||
12129 | Counter service: Send orders to kitchen only when finalizedApplies to counter service operations only. Appropriate for counter service orders, a site can choose to not send orders to kitchen until order has been finalized. Setting is configured by area. |
Info |
---|
Account feature toggle required**: Send to kitchen when finalized |
ECM settings:
Sites > edit site > Areas > edit area
- Select Send to kitchen when finalized
- Help text: Only applies to counter service operations
- To avoid sending before finalize:
- Send Now is disabled
- Will not auto-send when use taps Print All Checks or Apply Payment
- Submit Order is replaced with Done
- Tap Done to park order without sending to kitchen
- Send Now is disabled
Workflow:
- Take order
- Tap Done to park order if needed
- Tap Payment and go through normal payment process
- Tap Finalize
- Order is sent to kitchen when user taps Finalize
Kitchen printing: Sort components per component category and components settings
The printed kitchen chit and the KDS systems should display the components in the order set by component categories display order, then by component display order as specified in ECM.
ECM Settings
Path: Categories > Component Categories
- Use the up/down arrows to set the display order for the component categories:
- Click the edit icon (pencil) to edit a category; click Component Display Order
- Drag and drop components into the desired display order (select and hold an item, drag into position, release)
Components will print in the order set in Component Categories for preparation.
The KDS will also display components in this order.
Reports
Staff or drawers can be required to enter a cash deposit prior to cashout
Jobs can be configured to require a cash deposit be entered in the system at cashout. The deposit will appear on the cashout report and any over/short value reported
- Cashout reports are final at EOD.
- Cash deposit amounts cannot be edited
- Negative amounts can be entered
ECM settings:
Users > Jobs > edit job > Workflow
Select:
- Require a cash deposit when staff member finalizes their cashout
- Require a cash deposit when manager finalizes the entire house cashout
Workflow
- Configure staff and manager to require cash deposit when finalizing cashouts
Server
- Perform and finalize transactions
- Tap name; tap Cash Out to display cashout window
- On cashout window, tap Finalize
- Numeric keypad displays with brief message regarding required deposit
- Note that the Cashout report shows no Cash Deposit amount and an Over/Short amount
Note: If user's job does not require cash deposit on cashout, the user can still enter a deposit by tapping the money icon to prompt the numeric keypad
- Enter the cash deposit amount; tap Go
- Report reflects Cash Deposit and Over/Short amounts
- Two Cash Deposit chits will print:
- House copy
- Staff copy with signature line (manager/shift lead will sign for receipt of deposit)
- Tap Finalize to complete
- Server Cashout report will print
Manager - Entire House Cashout
- Tap the house icon
- Tap Finalize to prompt cash deposit numeric keypad
- Alternate: Tap money icon to prompt keypad
- Enter the amount of the cash deposit
- Report reflects Cash Deposit and Over/Short amounts
- Tap Finalize
- Entire House Cashout report will print
Report: Cash out by drawer
Similar to user cashout, cashing out by drawer provides:
- Drawer-specific sales information via the cashout report
- User accountability for the over/short of the drawer assigned to the specific user
ECM settings:
Users > Job > edit job - Select permissions:
- Allow user to view/finalize/print others' drawer cashout
- Allow user to view/finalize/print own drawer cashout
Workflow:
- Users assigned to drawers perform and finalize transactions
- User with permission to cash out drawers performs cashout:
- Tap user name at top of window, tap Cash Out
- Tap cash drawer icon; a list of drawers available for cashout is displayed
- Select a drawer to cash out
- Drawer number is preceded by the device name used for the transactions
- Cashout report is displayed; tap Finalize to finalize cashout for the drawer
- Report will print automatically
Printing/Kitchen
iPad DSR Report: Show Over/Short, Cash Deposit
N/A
- POS terminal: After entering cash deposit(s), the amount of the cash deposit and the amount over/short will be reflected on the Daily Sales Report
Note: Cash deposits do not have to be finalized to be reflected on the report.
- ECM: The cash deposit information will be reflected on the ECM Daily Sales Report
Staff/UI Improvements
Time Sent to Kitchen
Option to display the time an item was sent to the kitchen on the app display and on the printed check (user can toggle between showing or hiding time sent)
ECM setting:
Users > Job
Select job permission: Allow user to view the time items are sent
To show the time an item (or items) was sent to the kitchen:
- Order item
- Tap Send Now (or Submit Order)
- Tap the brown $ icon next to the item
- On the flyout, tap Show time sent
- Time sent to the kitchen displays below the menu item
- Tap Print All Checks to print the check with the time sent (check will have a "Time sent" watermark)
To no longer display the time sent:
- Tap the brown $ icon next to the item
- On the flyout, tap Hide time sent
Add User Options menu to Ordering, Location and Cashier pages
The User Options menu (with links to Time Clock, Cash Out and Break Notifications) available on the Location Manager is now added to the Ordering, Location and Cashier menu pages for speedier access.
Location Manager
Location Menu
Cashier Menu
Menu Item Search: Add search by PLU/barcode number
N/A
This feature assumes one or more menu items has a PLU number configured in ECM.
Workflow
- Tap menu item search icon (magnifying glass) in action bar below check panel
- In Menu item search window, type PLU/barcode number
- Menu item will display
- Tap menu item to add to check
Advance Orders: Customer information not required
By default, advance orders require a customer account to be entered. This improvement allows sites the option to not require a customer account on advance orders.
Info |
---|
Account feature toggle required**: 4.7 Customer account required on advance orders |
ECM settings:
Site > edit site > Staff Facing tab
Select: Customer account required on advance orders
Advance order workflow with customer account NOT required:
- Order a menu item
- Tap Set Date & Time; set date and time; tap Save
- Tap Schedule
- Order is scheduled and user is detached from ordering location
- To search for advance order, swipe to Location Menu, tap Advance Orders and search results
- To open an advance order, tap Load Order
Note: If customer account is required, user can enter customer information before scheduling; if information has not been entered, tapping Schedule will prompt the user to enter customer information
Staff or drawers can be required to enter a cash deposit prior to cashout
Jobs can be configured to require a cash deposit be entered in the system at cashout. The deposit will appear on the cashout report and any over/short value reported
- Cashout reports are final at EOD.
- Cash deposit amounts cannot be edited
- Negative amounts can be entered
ECM settings:
Users > Jobs > edit job > Workflow
Select:
- Require a cash deposit when staff member finalizes their cashout
- Require a cash deposit when manager finalizes the entire house cashout
Workflow
- Configure staff and manager to require cash deposit when finalizing cashouts
Server
- Perform and finalize transactions
- Tap name; tap Cash Out to display cashout window
- On cashout window, tap Finalize
- Numeric keypad displays with brief message regarding required deposit
- Note that the Cashout report shows no Cash Deposit amount and an Over/Short amount
Note: If user's job does not require cash deposit on cashout, the user can still enter a deposit by tapping the money icon to prompt the numeric keypad
- Enter the cash deposit amount; tap Go
- Report reflects Cash Deposit and Over/Short amounts
- Two Cash Deposit chits will print:
- House copy
- Staff copy with signature line (manager/shift lead will sign for receipt of deposit)
- Tap Finalize to complete
- Server Cashout report will print
Manager - Entire House Cashout
- Tap the house icon
- Tap Finalize to prompt cash deposit numeric keypad
- Alternate: Tap money icon to prompt keypad
- Enter the amount of the cash deposit
- Report reflects Cash Deposit and Over/Short amounts
Tap FinalizeEntire House Cashout report will print
Counter service: Send orders to kitchen only when finalized
Applies to counter service operations only.
Appropriate for counter service orders, a site can choose to not send orders to kitchen until order has been finalized.
Setting is configured by area.
Info |
---|
Account feature toggle required**: Send to kitchen when finalized |
ECM settings:
Sites > edit site > Areas > edit area
- Select Send to kitchen when finalized
- Help text: Only applies to counter service operations
- To avoid sending before finalize:
- Send Now is disabled
- Will not auto-send when use taps Print All Checks or Apply Payment
- Submit Order is replaced with Done
- Tap Done to park order without sending to kitchen
- Send Now is disabled
Workflow:
- Take order
- Tap Done to park order if needed
- Tap Payment and go through normal payment process
- Tap Finalize
- Order is sent to kitchen when user taps Finalize
Kitchen printing: Sort components per component category and components settings
The printed kitchen chit and the KDS systems should display the components in the order set by component categories display order, then by component display order as specified in ECM.
ECM Settings
Path: Categories > Component Categories
- Use the up/down arrows to set the display order for the component categories:
- Click the edit icon (pencil) to edit a category; click Component Display Order
- Drag and drop components into the desired display order (select and hold an item, drag into position, release)
Components will print in the order set in Component Categories for preparation.
The KDS will also display components in this order.
Reports
iPad DSR Report: Show Over/Short, Cash Deposit
N/A
- POS terminal: After entering cash deposit(s), the amount of the cash deposit and the amount over/short will be reflected on the Daily Sales Report
Note: Cash deposits do not have to be finalized to be reflected on the report.
- ECM: The cash deposit information will be reflected on the ECM Daily Sales Report
Staff/UI Improvements
Time Sent to Kitchen
Option to display the time an item was sent to the kitchen on the app display and on the printed check (user can toggle between showing or hiding time sent)
ECM setting:
Users > Job
Select job permission: Allow user to view the time items are sent
To show the time an item (or items) was sent to the kitchen:
- Order item
- Tap Send Now (or Submit Order)
- Tap the brown $ icon next to the item
- On the flyout, tap Show time sent
- Time sent to the kitchen displays below the menu item
- Tap Print All Checks to print the check with the time sent (check will have a "Time sent" watermark)
To no longer display the time sent:
- Tap the brown $ icon next to the item
- On the flyout, tap Hide time sent
Add User Options menu to Ordering, Location and Cashier pages
The User Options menu (with links to Time Clock, Cash Out and Break Notifications) available on the Location Manager is now added to the Ordering, Location and Cashier menu pages for speedier access.
Location Manager
Ordering Menu
Location Menu
Cashier Menu
Menu Item Search: Add search by PLU/barcode number
N/A
This feature assumes one or more menu items has a PLU number configured in ECM.
Workflow
- Tap menu item search icon (magnifying glass) in action bar below check panel
- In Menu item search window, type PLU/barcode number
- Menu item will display
- Tap menu item to add to check
Advance Orders: Customer information not required
By default, advance orders require a customer account to be entered. This improvement allows sites the option to not require a customer account on advance orders.
Info |
---|
Account feature toggle required**: 4.7 Customer account required on advance orders |
ECM settings:
Site > edit site > Staff Facing tab
Select: Customer account required on advance orders
Advance order workflow with customer account NOT required:
- Order a menu item
- Tap Set Date & Time; set date and time; tap Save
- Tap Schedule
- Order is scheduled and user is detached from ordering location
- To search for advance order, swipe to Location Menu, tap Advance Orders and search results
- To open an advance order, tap Load Order
Note: If customer account is required, user can enter customer information before scheduling; if information has not been entered, tapping Schedule will prompt the user to enter customer information
Manage Tips: Sort Payment Type - Apply to all pages in sort results
When the Payment Type column is sorted (ascending or descending), sorting is applied to all pages in Manage Tips, not just to the current page displayed.
- User goes to Manage Tips to enter tips for multiple transactions; transactions exceed one page
- Default sort: User
- Tap Payment Type column header to sort by Payment Type (ascending order)
- Payment types are sorted on both pages
- Tap Payment Type again to reverse the sort order (descending)
- Payment types are sorted on both pages
- If the user has modified any tips on the screen and they re-sort, a warning appears with option for user to proceed with the sort and lose changes or cancel and remain on the screen. User can then apply any changes then re-sort.
Adjustments - Refund: In Applied Payments section show the amount of the refund, not the entire check amount
- Previous behavior: Applied Payments section of Adjustments reflected the check amount instead of the amount of the item being refunded
- Improvement: Applied Payments reflects the amount of the item being refunded (with tax)
Access Check Search from Location Manager
Info |
---|
Account feature toggle required**: Display all checks from location map |
ECM setting:
Sites > edit site > Staff Facing
- In Settings, select: Display all checks from location map
- Previous behavior: When a user tapped Checks from the Location Map, the My Checks page would display a list of the user's checks
- Improvement: When a user taps Checks from the Location Map, the Check Search page displays showing a list of all checks for the site
Print menu item button name on receipt
If this setting is selected, the button name set for the menu item will print on the receipt.
(If this setting is not selected, the name in the menu item Name field will be printed.)
Button name can be set to different names at the global (concept) level and site levels. The site-level name will appear on the site's POS device and will print on the receipt.
Info |
---|
Account feature toggle required**: 4.7 Print menu item button name on receipt |
ECM settings:
Sites > edit site > Receipts > General
- Select: Print button name on receipt
The receipt will reflect the button name set for the menu item in ECM.
A button name can be customized by site and can be set to different names at the global (concept) level and site levels. The site-level name will appear on the site's POS device and will print on the receipt.
- Left: Global-level button name (site name not set)
- Right: Site-level button name (overrides global button name)
Alternate location: Reattach to default location after scheduling advance order
This improvement adds a requirement for advance orders from alternate locations. (Reference OE-10891, release 4.7a.) The system will reattach to a default location after the following actions:
- Finalize a transaction
- Detach from a table
- Log in
- Park a session
- Schedule an advance order
Info | ||
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4.7 Area icons 4.7 Easy Access (Alternate Locations) |
ECM Settings - Refer to What's New 4.7a
Settings are required by area, location and device.
Workflow
- Place order on an alternate location
- Schedule the order for a future time
- Tap Schedule
- Result: The user is reattached to the default location configured for the device.
IN PROGRESS
Counter service: Add items to the check as ordered when location is set to send when finalized
DESCRIPTION DOESN'T MATCH TICKET TITLE. HAVE REQUESTED A DESCRIPTION
BLOCKED WITHOUT DESCRIPTION
Per Art, this feature applies to counter service location configured to "Send to kitchen when finalized"
- Previous process: Items ordered would be in "suspension" as an order item initially. When sent to the kitchen, a check would be created and they would become check items.
- New process: Items are ordered are considered check items and are either unsent or sent.
- A counter service location marked Send to kitchen when finalized would have Send Now and Submit disabled. Items would not be sent to kitchen for preparation until the check has been paid and finalized.
Time Clock
NOT VALIDATED; NOT CLOSED
Time Clock: Allow overtime calculation rules to be set using configurable thresholds and multipliers
Info | ||
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| ||
Account feature toggle required**: Note: If feature toggle is not set, Overtime Rules does not display on the Time Clock page and cannot be configured. |
ECM setting:
Sites > edit site > Time Clock > General
- Overtime Rules
- Select the rules to be applied
- Enter the hours and multipliers for each rule in accordance with your location's overtime rules
- Hours = Maximum working hours that must be met for rule to be applied
- Multiplier = Hourly rate is multiplied by this amount
Workflow
- User clocks in on time clock
DESCRIPTION PENDING QA VALIDATION OF TICKET. SCREENSHOTS REQUESTED
*Detailed documentation is in progress and will be available upon completion.
**Please contact your NorthStar representative to have this setting enabled for your account.