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Comment: entire house cashout - added reset to zero info

ECM Release: 2019-02-26

This document summarizes the improvements in ECM 2019-02-26 release and serves as a quick reference to these items. For more complete information, please refer to the ticket number shown.*  

Table of Contents
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Improvements

Issue No. 
Summary
Configuration
Operation 

Cashout 



OE-12227

ECM DSR: Show

multiple
  • Display entire house cashouts by time
  • Can only select one
    • Can filter DSR by entire house cashout

    Entire House Cashouts

    Add Entire house fitlerFunctions:

    On Daily Sales Report, users can select an entire house report from specific cashout times. 

    The reports can be set to show the sales reading between the last report and the current report or to show the sales reading cumulative for the entire day. 

    Setting: 

    Sites > edit site > Reports 

    Reset sales totals to 0 when a staff member finalizes a cashout 

    • Selected: When the cashout is finalized, the report will be reset to zero; each report will show the sales totals between the last and the current report 

    • Not selected: When the cashout is finalized, each report will show a cumulative total for the day 

    Image Added


    Reports > DSR 

    Pre-condition:
    Selected site and business date has multiple house cashouts available

    • Select a site and business date 
    • Click Entire House and select the desired time record
      • Only one record can be selected 
    • Report for time selected is shown

    Image Added

    If there are no cashout records for the desired site and business date:

    • No time records will be shown for Entire House

    Image Added

    If there are cashout records available for the desired site and business date: 

    • A message displays instructing the user to select a time record from entire house

    Image Added

    OE-11570

    Cashouts: Change column name from Tip Amount to Tip Share Amount

    		N/A 

    Nomenclature change: Changed column header name from Tip Amount to Tip Share Amount 

    screenshot-1.pngImage Added

    ECM Admin/Configuration 



    OE-12322

    Device Peripherals: Display error message when a device with drawer assignment selects a printer already used by another

    device 

    device with drawer assignment 

    This improvement prevents two devices from selecting the same printer when drawer assignment is enabled. 

    		N/A

    Sites > Devices

    • Select device > Device Peripherals 
      • Select Print to Specific Printer and select a printer for the device
      • Select Enable drawer assignment; save
    • Select a different device > Device Peripherals 
      • Select Print to Specific Printer and select the same printer that was selected for the first device
      • Select Enable drawer assignment; save

    Error message alerts user to select a different printer to enable drawer assignment for the device. 

    Image Added

    OE-12268

    Payment: Add Magensa card processor to list; add settings page 

    Add Magensa card processors to list of available card processors

    N/A

    • Site > Payment > Add Processor > select Magensa | Credit from list

    Image Added

    • After selecting Magensa, the Add - Card Processor will display; type information in each field
      • The Processor Name field will display a list of Processor Names for selection

    Image Added

    • All fields are required on form
    and
    • ; error will display
    error
    • if not completed
    Image Removed
    • When Magensa is selected, show page with the following fields: 
      Display Name
      Processor Name
      Customer Code
      User Name
      Password

    Schedule API: Move schedule to restaurant after retrieving from third-party app 

    NOT COMPLETE/QADEBUG
    • Image Added
    OE-11819

    UI cosmetic fixes (multiple tickets)

    		N/AUI and cosmetic fixes to address spelling, punctuation and other cosmetic (not functional) issues. 
    OE-11651

    Sites and Groups: Prevent modification directly on grid 

    Labor Schedule Enforcement

    OE-12249
    N/A

    Minor change to make the fields on the Sites and Groups page not editable on the grid page; user must select a site/group and edit from the edit page

    screenshot-1.pngImage Added

    Reports




    OE-12295

    Sales Summary: Add Cover Count column 

    Description:

    Add

    		N/A

    Reports > Sales Summary

    • Cover Count column added to the right of the Guest Count column
    • Cover count value
    includes
    • is rounded to two decimal places
    Can filter based on cover count

    screenshot-3.pngImage Added

    • Cover Count column can be filtered:

    screenshot-4.pngImage Added

    UI Text/Cosmetic Fixes 



    OE-11206

    ECM: Make UI/UX consistent for Delete control throughout ECM

    		N/A

    UI cleanup to make all delete controls consistent

    • Delete controls show consistent look-and-feel:
      • Delete control appears at the end of row (consistent placement)
      • An X precedes the word "Delete"

    Image Added

    Other 




    OE-12445

    OE-11433 Kitchen printing: Admin can specify to show kitchen locations items are routed to

    When menu items are routed to print at multiple locations, this setting allows the admin to select which printers will see all the items on the check and not just the items specifically routed to it.

    Example:

    • A guest orders a beverage, salad and fries
    • In menu item print routing, menu items are configured to print at: 
      • Beverage - bar
      • Salad - salad station
      • Fries - grill 
    • The site wants all items to also print at the salad station printer, notifying the server at that station of the other items needed for the guest's order to be complete 
      • Beverage, salad and fries print at the salad station 


    N/A

    Site > Kitchen > Kitchen Printing > Settings

    • Kitchen management engine: Select Kitchen Printing 
    Setting:
      • Kitchen Printing is required for the Notify other printers options to display

    Image Added

    • Notify other printers of check items 
      Enable
        • Enabled:
      Display
        • Displays list of kitchen locations 
          • Admin can select locations to be shown 
        • Disabled: List is not displayed 

      Image Added

      OE-12420

      OE-12246 New Job permission: Allow user to modify fully paid checks and adjust charges

      This ECM improvement is part of a larger feature (OE-12246); this specific task adds a new job permission to allow users to modify fully paid checks that are reopened from Check Search. 


      Users > Jobs

      • New job permission: Allow user to modify fully paid checks and adjust charges 

      Image Added

      OE-12404

      OE-12294 Age Verification: Admin can enable third-party app to scan ID online 

      This ECM improvement is part of a larger feature (OE-12294); this specific task adds a new account feature toggle and a site-level setting to use the VeriScan online ID scanner for age verification. 


      An account feature toggle must be enabled for this feature. Please contact your NorthStar representative to have this setting enabled for your account.

      Image Added


      When the account feature toggle is enabled, a site-level setting is available on the Age Verification page to use the VeriScan online app for age verification. 

      Sites > Integrations > Age Verification 

      Image Added

      If the account feature toggle is not enabled, the site-level setting is not available: 

      Image Added


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