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iOS App 

The following new features and improvements have been made to the NorthStar Order Entry app on iOS.

Feature AreaDescriptionDocumentation 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: 

  • 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


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/DSRUpdate the application DSR Report to display Sold and Advance (sent and unsent) sales data.

Daily Sales Report (App)

Hourly Sales/DSRUpdate the application Hourly Sales Report  to display all hours and sales/labor grid

Hourly Sales and Labor Report (App)

iDynamo 6Allow 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)

ReportsPush payment devices' serial numbers to the cloud

World View

Shift4 Credit CardsCreate 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


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

TruCommerceNorthStar 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




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  



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



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.
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
    serverSystem JIRA
    serverId84b2621d-c392-375f-9c64-d5087fa43495
    keyOE-13657
     for setting Auto combo when scanned
  • 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 

    Also do something (question) 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


    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"
    should be disabled if
    • when there are no items to send to kitchen
    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. 

    • 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 #  

    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) 
    DONE

    Order Types for Locations

    Also updated: 

    Kitchen Chits

    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.



    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.
    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. 

    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)

    ImprovementOE-1582486Win App: 86’ing components – UI ImprovementsClosedFixedWindows 0.5.6 [develop];Windows 0.5.6 [staging Sprint 7];4.9.1 WindowsImprovementOE-1586786Win App: Countdown 86'ing items - Split Order ItemsClosedFixedWindows 0.5.6 [staging Sprint 8];4.9.1 WindowsImprovementOE-14617ECMWin App: Apply ECM schedule price changes in the AppClosedFixedWindows 0.5.6 [develop];Windows 0.5.6 [staging Sprint 6];4.9.1 WindowsWrite Schedule Price Change doc with examples from ECM config to iOS and Windows workflow ImprovementOE-16195Windows PerfWin App: Adding item from Full Customization page is slowClosedFixedWindows 0.5.6 [staging Sprint 13];4.9.1 WindowsImprovementOE-16196Windows PerfWin App: Adjustments page loads slowlyClosedFixedWindows 0.5.6 [staging Sprint 12];4.9.1 WindowsImprovementOE-16197Windows PerfWin App: Applying payment takes longer but busy indicator is no longer displayedClosedFixedWindows 0.5.6 [staging Sprint 13];4.9.1 WindowsNew FeatureOE-16267Windows PerfWin App: Expose AddCheckAndSubmitItemsWithComboCheck ApiClosedFixedWindows 0.5.6 [staging Sprint 13];4.9.1 WindowsImprovementOE-16188Windows PerfWin App: First load of pages with menu is slow (Staff Main page & Menu Item Customization page)ClosedFixedWindows 0.5.6 [staging Sprint 12];4.9.1 WindowsImprovementOE-16190Windows PerfWin App: Navigating user back after tapping the back button takes a whileClosedFixedWindows 0.5.6 [staging Sprint 12];4.9.1 WindowsImprovementOE-16225Win 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 

    • ECM: New setting on Reports page to allow user to set number of decimal places (2 - 6) to round and display hours 
    • The decimal place setting applies to:
      Time Record report
      Payroll Summary report
      Labor Summary report
      Tip Distribution report

    Employee Reports





    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

    ...

    Windows 0.5.6 [staging Sprint 18]
    4.9.1 Server

    ...

    Win App: Open the NS Pay link corresponding to the site's environment when using admin command

    ...

    Win App: Refund Gift Card and Alternate Payments Implementation

    ...

    Win App: Allow Pre-auth with eDynamo/iDynamo

    ...

    Win App: When Refunding a credit card you cannot choose the credit card to refund to. [Implementation]

    ...

    Win App: Allow Pre-auth (start tab) in windows [Implementation]

    ...

    • 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

    ...

    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.

    ...

    NEW DOC

    Reference: Daily Sales Report (App)

    ...

      • Hourly Sales

    ...

      • and Labor

    ...

    NO DOCUMENTATION

    ...

      • report - Display all hours and sales/labor grid

    ...

    New DOC

    ...

    Win App: Loyalty - Honor ECM setting to hide phone entry and/or email lookup on loyalty search

    ...

    WOAPI Tickets - NOPE 

    ...

    • 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)