Page Comparison

Refer to NS Mobile Manager. 

Pre-conditions

Configuration

• Create guest identifier categories (example: Vehicle Type)
• Add guest identifiers to each guest identifier category (example: sedan, convertible, SUV) 

Optional: 

If the Area setting Guest identifier is required is selected, the guest identifier screen will automatically display in a pop-up when items are sent to the kitchen or when Payment is tapped.

If this Area setting is not selected, the staff member will tap the guest identifier icon on the NorthStar Order Entry app to open the guest identifier screen. 

GUEST IDENTIFIER CATEGORIES

Path: Categories > Guest Identifier Categories

Guest identifier categories can be added, edited, searched and moved to change the display order. 

ADD GUEST IDENTIFIER CATEGORY

• Click Add Guest Identifier Category 
  • Enter Name and Description and select Active to make this an active Guest Identifier Category.
  • Click Save and Edit to edit the category and add guest identifiers to the category.
• Click the edit (pencil) icon to edit an existing guest identifier category 

EDIT GUEST IDENTIFIER CATEGORY/ADD GUEST IDENTIFIERS

• General tab: Edit name, description and Active setting 
• Guest Identifiers tab: 
  • Use up/down arrows to move selections up or down in list
  • Click Sort alphabetically (A-Z) to sort the list in alphabetical order 
  • To add, click Add Guest Identifier 
    • Form field opens to add guest identifier; add text, select Active
    • Click Save Changes at top and continue adding guest identifiers
  • Click Save at bottom to return to Guest Identifier Categories

GUEST IDENTIFIERS

Path: Categories > Guest Identifiers

Guest identifiers can be added, edited, searched and moved to change the display order. 

• Click Add Guest Identifier
• Form field opens to add guest identifier; add text, select Active
• Click Save Changes at top and continue adding guest identifiers

Edit Guest Identifier

• Click the edit (pencil) icon to edit name, description and Active setting 

Prompt guest identifier screen to open 

• The guest identifier screen is prompted to pop up when the guest identifier icon is tapped .

• Optional: If the area setting Guest identifier is required is selected, the guest identifier screen will automatically pop up under the following conditions: 
  
  • Tap Send Now (either at bottom of check panel or on the flyout menu that appears when the icon is tapped next to the order item.
  • Tap Payment.

Switch between staff payment view and guest payment view

Staff payment view

Set NorthStar Pay as Alternate Payment 

• Go to: Financial > Alternate Payments
• Add or edit an alternate payment.
• Select NorthStar Pay for the alternate payment to be used for NorthStar Pay.

Web Ordering API - Set NorthStar Pay as payment option 

• Go to Sites > Integrations > Web Ordering API
• Select: Enable web ordering
• Select the alternate payment you configured above as an available payment method.

Bar/QR Codes

• Go to Sites > Receipts > Bar/QR Codes
• Bar Codes
  • Select the first or both print settings to print the bar code.
• QR Codes
  • Select: Print QR code on bottom of receipt 
  • QR code data parameters
    • Click Use NS Pay URL to auto-fill the NS Pay URL textbox.
    • Note: The QR code data parameters can be used to direct a user to a page other than NS Pay. Add URL and data parameters to QR code data parameters - Include /landing/ in URL 
    • Other settings are optional 

Payment

• Go to Sites > Payment
• Click: Add Processor
  • Select “Braintree | NorthStar Pay”
  • Enter your Braintree credentials for the production environment (if you are not using test credentials.)

Print receipt with QR Code and URL

• The QR code and URL will print on the receipt.
• Guest can scan the code or enter the URL on their browser to access NS Pay and complete payment.
  • Note: QR Code expires after 30 minutes. 

• When configured, a QR code linked to NS pay will appear on the receipt before payment.
• Guest scans the code (or enters the URL manually) to access NS Pay and pays their check in full.

Lock location

• On the OE app, the payment page is masked during the payment process to prevent another user from accessing the check while the guest is completing payment in NS Pay.
  • A manager can override the lock by tapping Override and scanning their manager card. 

• After check is paid, the table location lock is released.

QR code not active after payment

• If the QR code is scanned again (or URL revisited) within 30 minutes, the guest will see the Paid view of the check on NS Pay with a note "Check already paid in full. Thank you!" 

Image Modified

Check reprint

• If the receipt is reprinted after the check is paid in full, the QR code does not print again on the receipt.

NorthStar Pay

ECM settings 

• Set the Alternate Payment, Integrations, Receipts and Payment settings as noted for NorthStar Pay.
• Go to Sites > Receipts > Bar/QR Codes - Select Display QR Code on Guest Payment

Order Entry app

• Staff orders items for guest, which guest views on the ACD.
• Staff taps Payment.
• The ACD displays the Payment page with a QR code. 

• Guest scans the QR code or enters URL on their mobile device and goes to the NorthStar Pay interface.
• Guest proceeds to pay via NS Pay on their mobile device.
• Finalize payment 
  • If the guest selects a receipt option on their phone, the order is finalized and the ACD is cleared for the next order. 
  • If the guest does not select a receipt option on their phone, they can select a receipt option on the ACD and staff can finalize the check manually. 

Check number shown on onscreen check: 

Counter service 

Kiosk

Access is restricted by job type. 
Path: Users > Jobs > Workflow - Select Allow access to Quantity keypad

Optional: Keypad can be toggled between seat number and quantity when both are enabled. If seat number functionality is enabled for a site and area(s) within a site, users will have access to the seat number keypad, but not the quantity keypad. 

Path: Edit a site > General - Select Enable seat number 

• ECM setting: Enable seat number (site and area) = selected
  The user can access the seat number keypad and order by seat number. 

Add text-to-pay payment message by site

Path: Edit a site > Receipts > Bar/QR Codes tab 

• Text-to-pay message - Enter message text to be sent to guest's mobile device via SMS message (message sent by Twilio).
  • Message may be up to 1000 characters. 
    • Example: Tap link for safe, secure payment. 

Enable text-to-pay payment by area

Path: Edit a site > Areas 

• In Payment Settings, select Enable text-to-pay payment (requires NS Pay) 
  • Default: not selected 

There are three areas from which the staff can tap a Send text to pay link to send a text to the guest's mobile device with a link to NorthStar Pay: 

• Rewards/Customer pop-up
• Guest identifier pop-up
• Payment screen using the Guest Identifier pop-up 

Rewards/Customer pop-up

• Order items on app and tap Send Now to send items to kitchen.
• Tap customer icon (blue head) to open the Rewards pop-up.

• Search for customer and attach customer to check.

• Tap Send text to pay.

• Text message is sent to guest's phone number with link to NorthStar Pay. Guest taps link to complete payment on NorthStar Pay. 

Guest Identifier pop-up

• Order items on app and tap Send Now to send items to kitchen.
• Tap guest identifier icon  to open the guest identifier pop-up. 

• Enter the guest identifier details and guest's mobile number. Tap Send text to pay. 

Time Clock setting

Path: Edit a site > Time Clock > 

• Select: Require staff to acknowledge time record adjustments made by managers 

Job Permission

Job permission by a manager/supervisor is required to override adjustment acknowledgment and allow staff to clock in without acknowledging their time record adjustment. Override can be applied for staff and the manager. 

Override remains in effect until end of day.  

Path: Users > Jobs > Permissions 

• Select: Allow user to override adjustment acknowledgements 

Basic workflow

Managers can adjust time records for current or previous pay periods. 

• Manager adds a new time record.

• Staff member logs in. Time Record Adjustments page reflects the added time record. Staff has option to Decline or Confirm adjustment before clocking in. 
  • Tap Submit without declining or confirming; an error will display and staff member is logged out. 

• Tap Decline and Submit. Staff is logged out. 

• Log in again. On Time Record Adjustments, tap Confirm and Submit. 

• After confirming, if staff member has not clocked in previously, they are redirected to the time clock to clock in.

• If staff member is already clocked in, they are redirected to the location manager. 

Multiple adjustments and selections

• Manager makes several adjustments to staff member's time record. 
• Staff member confirms two and declines one, then taps Submit. 
• Staff member is logged out due to declining one adjustment. 

• Staff member logs back in. Time record adjustments page shows the remaining declined adjustment. 

Manager view 

A manager view will be shown if any of the following job permissions are selected: 

• Can change the break type a user clocked out for 
• Can change the job a user clocked in to work
• Can change the time punched in or out

• The manager's Time Record Adjustments view shows declined adjustments from staff members. (Displays at login or by clicking user name at top then Acknowledge Adjustments.) 

• Tap the printer icon to print a report of a staff member's declined adjustments from the manager view. 

• Tap Print All to print all records. 

Manager Override 

Manager can override the adjustment acknowledgement to allow the staff member to clock in without confirming the adjustment. The manager can also override their own adjustment acknowledgements. 

• Manager job must have permission to override adjustment acknowledgements. 

Path: Users > Jobs > Permissions Select: Allow user to override adjustment acknowledgements 

• Override remains in effect until end-of-day. 
• Override requires card swipe (not keypad entry). 
• Staff user will continue to receive acknowledgment notice but will be able to dismiss screen and log in.

Workflow

• Staff member logs in.

• Time Record Adjustments screen shows adjustments. 

• Manager swipes card to override acknowledgement screen. User logs in again and then can clock in successfully. 

View Time Records Adjustments

• Staff and management can view outstanding adjustments to be acknowledged.
  • Click user name then click Acknowledge Adjustments. 

• Time Records Adjustments page shows outstanding adjustments to be acknowledged.

• User can confirm or deny adjustments.  

Path: Edit a site > Guest Facing 

• Select Kiosk: Prompt for phone number 
• In the Kiosk prompt text box, enter the text to be shown in the app's guest interface.

• Place an order at the kiosk and tap I want to pay.
• The kiosk prompt text with keypad will display.
• Enter the phone number and tap Confirm.

Note: If both the Kiosk prompt and the Kiosk Area setting Guest identifier required are selected, the kiosk phone number prompt will appear. 

The ability to send ordered items to kitchen on submit is controlled by area. 

Path: Sites and Groups > Edit site > Areas > Edit area 

• Select: Drive-thru: Send to kitchen on submit 

• Order items. (Note red indicator bar next to items indicating order has not been sent.) Click Submit Order to send ordered items to kitchen. 

Edit a site > Printers - Select Duplicate Receipt Printer 

Edit a site > Areas > Edit a location - select print settings 

Path: Edit site > Payment 

• Click Add Processor
• Select (PAX) Shift4 | Credit 

Payment, tip and refund can be performed on PAX payment device with Shift4 as payment processor. 

Payment

Add tip

Pre-conditions

• Path: Edit site > Kitchen 
  Select setting: Show only components that were added and removed
  
• Path: Products > Menu Items > Edit a menu item 
  Number of Placements: select more than 1 placement 
  

When pre-conditions are set, the QSR display will show only the components that were added and components that removed.

Example: Screen shows:

• Components added to both halves (entire item): Stuffed, Baconized, Caramelized
• Default components Crust 1 and Crust 2 are removed 
• Component Thin Crust added to 1st half
• Component Thick Crust added to 2nd half

Pair eDynamo device from Payment screen

• From Payment screen, tap NFC button to initiate payment workflow

Image Added

• External card reader pop-up will display and then will prompt user to pair the payment device

Image Added Image Added

• After pairing is complete, the user will be prompted to insert the payment card to complete payment on the eDynamo payment device. 

Image Added

• A message will display when payment is complete and check can be finalized. 

 Image Added