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The following new features and improvements have been made to the NorthStar Order Entry app on iOS.
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Allow CBS Support to to remotely connect to a site's iPad via Bomgar
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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
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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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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)
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Contactless payment - iDynamo 6
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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.
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Using "Insert Anytime" on PAX card reader (Quick Chip)
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This optional feature allows 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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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.
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/wiki/spaces/ORDERENTRY/pages/2480406529
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DONE
Customer Loyalty/Redeem Member Rewards
QUESTION TO ERIC: DOES DOB ONLY APPEAR IF LOYALTY PROVIDER IS SYNERGY? OR IS DOB FOR ALL PROVIDERS?
Reply from Eric: Checked code; apples to all. Adding to ticket info.
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DONE:
Receipts - General
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DONE
ECM part done Add an Area DONE
TONY - Description is only for ECM; what was done on App? Also, Art comment says Send Now should not park the session in Drive Thru but QA PoT shows it DOES park the session in DT. Conflict.
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Confirmed with Alex that this is only for default components. Description doesn't specify.
DONE
Advanced Customer Display (iPad as a Customer Display
Add screenshots from ticket showing removed components on staff device and ACD.
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PER TONY - ADVANCE ORDER DOESN"T SHOW ON ADVANCE ORDER SEARCH; IT SHOWS ON TAKEOUT ORDER SEARCH ON PICK UP DATE.
DONE
- In Summary, add that advance orders are sent to the kitchen on the date/time scheduled. UPDATED
- Update screenshots of app as needed - UPDATED
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DONE - Pending responses from Angel/Art B - NO RESPONSE SINCE TUES. NOV. 30.
NEW DOC: Combo: Auto combo (Best value discount)
Outstanding questions to Angel/Art B -
- Is description correct? Says WIP DRAFT
- Qualifier price rule does not apply to Auto combo setting (no ticket). Per description, it uses higher price automatically.
- Qualifier price rule added on "
for setting Auto combo when scannedJira Legacy server System JIRA serverId 84b2621d-c392-375f-9c64-d5087fa43495 key OE-13657
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DONE
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Also do something 
with 2017 doc Guest Identifier
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DONE
Specific icons not listed by design due to upkeep.
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DONE
Advanced Customer Display (iPad as a Customer Display)
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DONE
Start Tab - Credit Card Pre-authorization
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DONE
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DONE
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DONE
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- Create Guest Facing docs to replace 22 docs: Guest User Interface
- Update:
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DONE
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DONE
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Per Tony - no order entry doc needed. Just a support doc for scanner setup, which screens can use scanner and what info can be completed by scanning.
Login screen
Ordering screen
Payment screen
Adjustment screen
Check Search popup
Customer Info/Loyalty popup
Card Inquiry and Activate Comp popup
Per Art:
For the login, staff may have QR code in their IDs for logging in.
For Ordering screen, menu item, adjustment, type2 barcode, coupon
For Payment screen, adjustment, gift card, coupon, loyalty acct #
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DONE
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DONE
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DONE
Scan Type 2 Barcodes (iOS app) - Videos
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DONE
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DONE
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DONE
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DONE
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DONE
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N/A
DISCUSS WITH TONY; NOPE
Receipt printing - takes an HTML document and creates an image/PNG/JPG out of the HTML document, which can be printed.
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Also updated: Kitchen Chits
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Includes advance orders, takeout orders and web orders. NOPE per Tony
What does this mean? "Scheduled Orders do not re-park after being processed" - Tony doesn't know
Checks can be opened from search; no longer need to go to location. scheduler will submit and process order on location, even if location in use.
No need for multiple locations. One or two should suffice to allow more than one check to be opened and addressed.
Majority of WOAPI users won’t need the Area setting: Finalize when sent to kitchen. Unclear why not needed.
DONE
Advance Orders - Updated to include new screenshots, revised text, (30 days, customer optional, can open w/o location
Not done:
Check search - Doc is long and focuses on screen components; needs to be updated.
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Win App Tickets - DESCRIPTION FOR RELEASE DOC - Follow up later to add to iOS docs
Tickets added after build was frozen:
After completing release notes, come back and add these in and write release notes for these additions.
OE: Windows 4.9.1 [staging Sprint 24] - JIRA (atlassian.net)
OE: Windows 4.9.1 [staging Sprint 25] - JIRA (atlassian.net)
OE: Windows 4.9.1 [staging Sprint 26] - JIRA (atlassian.net)
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Win App: Show only clocked-in users by default for cash drawer assignment, table assignment (Assign Server), team assignment and Session Owner assignment. (Add toggle to show all users)
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4.9.1 Server
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Win App: Open the NS Pay link corresponding to the site's environment when using admin command
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Win App: Refund Gift Card and Alternate Payments Implementation
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Win App: Allow Pre-auth with eDynamo/iDynamo
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Win App: When Refunding a credit card you cannot choose the credit card to refund to. [Implementation]
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Win App: Allow Pre-auth (start tab) in windows [Implementation]
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NEW DOC; See iOS doc for reference:
Customer Loyalty/Redeem Member Rewards
DOB appears for all loyalty providers not just Synergy per Eric.
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NEW DOC
Reference: Daily Sales Report (App)
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New DOC
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Win App: Loyalty - Honor ECM setting to hide phone entry and/or email lookup on loyalty search
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WOAPI Tickets - NOPE
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NO DOCUMENTATION
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iOS App
The following new features and improvements have been made to the NorthStar Order Entry app on iOS.
| Feature Area | Description | Documentation Reference |
|---|---|---|
| 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:
| |
| 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:
| Payment#CheetahDigital-Loyalty External Code & External Code 2 |
| 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.
| |
| Hourly Sales/DSR | Update the application DSR Report to display Sold and Advance (sent and unsent) sales data. | |
| Hourly Sales/DSR | Update the application Hourly Sales Report to display all hours and sales/labor grid | |
| iDynamo 6 | Allow iDynamo 6 contactless payment | |
| 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. | |
| Reports | Push payment devices' serial numbers to the cloud | |
| Shift4 Credit Cards | Create new payment processor adapter for Shift4 integration | |
| Text Loyalty Link | Allow staff to text guests a link to join the company's loyalty/reward program. Includes:
| Text guest to join loyalty program |
| Text NS Pay | Improvements to the Text to Pay feature
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| 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. | |
| UX | Loyalty program
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| Other | ||
Advanced Customer Display
| Advanced Customer Display (iPad as a Customer Display | |
Advance Orders
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Area icons
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Combo orders
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Components and serving options
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CC Pre-Auth
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Drive Thru
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Drive Thru Check search
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Drive Thru Locations
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ECM Reports
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EMV Payment
| Credit Card Payment - Basic Workflow | |
Guest Facing
| Guest UI - Ordering Overview | |
Guest Identifier
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Kitchen printing
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Loyalty account privacy
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Loyalty search
| Staff Facing | |
Loyalty rewards
| Customer Loyalty/Redeem Member Rewards#Redeemrewardforitemsorderedbyquantity | |
Scanning
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Barcode scanning
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Scheduled orders Operational Improvements on scheduled orders (advance orders, take-out orders and web orders):
| (Related: Check search) | |
Survey codes
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Time Clock
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Time record reports - App
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Windows App
The following new features and improvements have been made to the NorthStar Order Entry app on Windows.
- Improve Menu Manager (Item quantity countdown)
- Apply ECM scheduled price changes
- Improve page load time for ordering, menu item customization, adjustments, payments and navigation between pages
- Show only clocked-in users by default and add toggle to show all users for:
- Cash drawer assignment
- Table assignment (Assign Server)
- Team assignment
- Session Owner assignment
- Add functionality to refund gift card and alternate payments
- Pre-Auth
- Allow Pre-auth (start tab)
- If pre-auth is successful, use cardholder's name as guest identifier
- If guest identifier has been entered prior to pre-auth, retain the guest identifier name entered
- Allow Pre-auth with eDynamo/iDynamo
- Allow Pre-auth (start tab)
- Loyalty
- Allow customer to provide date of birth and password during registration
- Allow member information to be masked onscreen
- Allow phone entry and/or email to be hidden on loyalty search
- Reports
- Daily Sales Report - Improved to allow 30+ days to be run
- Daily Sales Report - Display Sold and Advance (sent and unsent) sales data.
- Hourly Sales and Labor report - Display all hours and sales/labor grid
- Allow user access to available menus (job permission setting)
- Require tips to be declared at clock-out (job permission setting)
- Add test card reader function to Settings (Test Card Reader (Win App))