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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 |
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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 |
This optional feature allows 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 |
App - Auto Combo - Best value combo discount method (BISC) | DONE - Pending responses from Angel/Art B
NEW DOC: |
| 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.
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Outstanding questions Qualifier price rule does not apply to Auto combo setting (no ticket) Per description, it uses higher price automatically. Qualifier price rule added on " Jira Legacy |
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server | System JIRA |
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serverId | 84b2621d-c392-375f-9c64-d5087fa43495 |
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key | OE-13657 |
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for setting Auto combo when scannedGuest 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
Also do something with 2017 doc 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 |
IN PROGRESS: should be disabled if - when there are no items to send to kitchen
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FULL REWRITE/NEW DOC - Significant LOE
| iOS App - New Time Clock UI Add Log out and Return buttons to Time Card Details (CFG) | DONE Time Clock - UI Redesign | iOS App - Implement Bluetooth HID scanner | 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.
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 # | iOS App - New Time Clock UI - Auto-fill selected user name when adding a time record (CFG) | DONE Time Clock - UI Redesign | IOS App - New Time Clock UI display current user instead of all users on time record details (CFG) | DONE Time Clock - UI Redesign | IOS App: Add type 2 barcode scan support (video) | DONE Scan Type 2 Barcodes (iOS app) - Videos | iOS App: Minimum requirements on components and serving options auto adds menu item to order - BISC | DONE Add Component Category Add Serving Option Category | IOS App: Time Records round a x (2-6) decimal places instead of 2. | DONE Employee Reports | Locations: Drive Thru - Option to toggle drive thru check search screen - BISC | DONE Locations (Edit an Area) | Mask member info on guest receipt, kitchen chit, and app screens (PFC) | DONE Add an Area | OE - Ability to print survey codes on all guest receipts in SMG format (BISC) | DONE Receipts - Codes | Printing: Kitchen - 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)
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DONEAlso updated: Scheduled Orders do not re-park after being processed, causes errors, mayhem, and eventually we run out of locations for web orders. | 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 |
| 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 |
| Loyalty 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.
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Unclear why not needed. DONE- 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.
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)
Improvement | OE-15824 | 86 | Win App: 86’ing components – UI Improvements | Closed | Fixed | Windows 0.5.6 [develop];Windows 0.5.6 [staging Sprint 7];4.9.1 Windows | Improvement | OE-15867 | 86 | Win App: Countdown 86'ing items - Split Order Items | Closed | Fixed | Windows 0.5.6 [staging Sprint 8];4.9.1 Windows | Improvement | OE-14617 | ECM | Win App: Apply ECM schedule price changes in the App | Closed | Fixed | Windows 0.5.6 [develop];Windows 0.5.6 [staging Sprint 6];4.9.1 Windows | Write Schedule Price Change doc with examples from ECM config to iOS and Windows workflow |
Improvement | OE-16195 | Windows Perf | Win App: Adding item from Full Customization page is slow | Closed | Fixed | Windows 0.5.6 [staging Sprint 13];4.9.1 Windows | Improvement | OE-16196 | Windows Perf | Win App: Adjustments page loads slowly | Closed | Fixed | Windows 0.5.6 [staging Sprint 12];4.9.1 Windows | Improvement | OE-16197 | Windows Perf | Win App: Applying payment takes longer but busy indicator is no longer displayed | Closed | Fixed | Windows 0.5.6 [staging Sprint 13];4.9.1 Windows | New Feature | OE-16267 | Windows Perf | Win App: Expose AddCheckAndSubmitItemsWithComboCheck Api | Closed | Fixed | Windows 0.5.6 [staging Sprint 13];4.9.1 Windows | Improvement | OE-16188 | Windows Perf | Win App: First load of pages with menu is slow (Staff Main page & Menu Item Customization page) | Closed | Fixed | Windows 0.5.6 [staging Sprint 12];4.9.1 Windows | Improvement | OE-16190 | Windows Perf | Win App: Navigating user back after tapping the back button takes a while | Closed | Fixed | Windows 0.5.6 [staging Sprint 12];4.9.1 Windows | Improvement | OE-16225 | Win App: (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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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
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- and add toggle to show all users for:
- Cash drawer assignment
- Table assignment (Assign Server)
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Windows 0.5.6 [staging Sprint 18]
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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- 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
- Loyalty
- Allow customer to provide date of birth and password during registration
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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.
- 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.
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NEW DOC
Reference: Daily Sales Report (App)
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NO DOCUMENTATION
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- report - Display all hours and sales/labor grid
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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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- 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))