Feature Area | Description | Documentation Reference |
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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
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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)
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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 Link | 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
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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 |
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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 |
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| 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
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| Advance Orders - Send advance orders automatically to the kitchen on date/time scheduled
| Advance Orders |
| Area icons | Add an Area |
| 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.
| | 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 Guest Identifier | Area icons | Add an Area | |
| 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 |
| 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 - Send order on submit (Set by Area)
| Drive Thru Order Workflow Add an Area |
| 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 |
| 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) |
| ECM Reports - Display and round at N decimal places for time records.
| Employee Reports |
| EMV Payment - Added Cancel to Insert or tap card pop-up to allow process to be canceled
| Credit Card Payment - Basic Workflow |
| Guest Facing - Disable "Place my order" when there are no items to send to kitchen
| FULL REWRITE/NEW DOC - Significant LOE
| 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 | 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)Guest UI - Ordering Overview |
| 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 identifiers display in consistent order:
User input (keyboard) Pre-defined text selection (from guest identifier categories) Color selection Icon selection
| Guest Identifier Speed Screen Guest Identifier |
| 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 |
| 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 ChitsLoyalty search - Allow phone entry and/or email to be hidden on loyalty search
| Staff Facing |
| Loyalty rewards - Print loyalty rewards summary information on the guest receipt
- Split quantity ordered into individual items to apply rewards
| Receipts - General Customer Loyalty/Redeem Member Rewards#Redeemrewardforitemsorderedbyquantity |
| 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.
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| Barcode scanning - Support type 2 barcode scan support
| Scan Type 2 Barcodes (iOS app) - Videos |
| 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) |
| Survey codes - Provide ability to print survey codes on all guest receipts in SMG format
| Receipts - Codes |
| 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 |
| Time record reports - App | Employee Reports |
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