Page Comparison

• Tap the dollar sign ($) to prompt the options pop-up window
• Tap Print check 

• The print check event is reported on the audit log

ECM setting:

Users > Jobs > edit a job > Workflow tab

New setting added (OE-13192):
Require a cash deposit when drawer cashout is finalized

• Selected: User of selected job is required to perform a cash deposit when finalizing a drawer cashout 
• Not selected (default): Cash deposit is not required; user can perform a drawer cashout without a cash deposit 

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Pre-condition: User device allows drawer assignment and user is assigned to a drawer

Check Audit Log - server offline: 
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Check Audit Log - information populated when server is back online:

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• Tap user name to show User Options; tap Cash Out 

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• On the Cash Out screen, tap the house icon, then tap the deposit (currency) icon
  • Deposit icon is enabled for Current Cashout, disabled for Previous (selector at top middle) (OE-12733)

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• A numeric keypad will display
• Enter the deposit amount; tap Go

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• • Multiple deposits can be entered before finalizing; tap deposit icon to enter additional deposits
  • A negative amount can be entered by tapping Deposit Adjust +/-

• A deposit receipt will print for each deposit entered 

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• Deposit amount is required; report cannot be finalized without entering a deposit amount 

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 ECM setting: 

Users > Jobs > edit a job > Workflow tab

New setting added (OE-12982):
Allow entire house cashout with pending cashouts remaining 

• Selected: Entire house cashout can be performed with user cashouts pending
• Not selected (default): Entire house cashout cannot be performed with user cashouts pending

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Workflow:

• ECM: Select the workflow tab setting to allow entire house cashout with user cashouts pending; deploy change. 
  
  
• App: Pre-condition - One or more servers have not cashed out
• Tap Cashout from User Options menu 

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• Tap House icon on cashout report to run entire house cashout 
• Tap Finalize

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• A warning message will advise that some staff has not cashed out. 
  • Tap Dismiss to close warning message and return to cashout report 
  • Tap Proceed to complete and finalize the entire house cashout
    • User cashout will remain open and pending 

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ECM setting:

Users > Jobs > edit a job > Workflow tab

New setting added (OE-13192):
Require a cash deposit when drawer cashout is finalized

• Selected: User of selected job is required to perform a cash deposit when finalizing a drawer cashout 
• Not selected (default): Cash deposit is not required; user can perform a drawer cashout without a cash deposit 

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Pre-condition: User device allows drawer assignment and user is assigned to a drawer

Workflow with permission selected:

• User is assigned to cash drawer by manager (Cash Drawer Assignment on Cashier Menu) 
• User transacts sales
• User taps Cash Out from user options (name at top of screen) 
• On Cash Out page, tap drawer icon
• App prompts for cash deposit (required) 

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• Enter deposit and complete cashout

Workflow with permission not selected:

• User taps Cash Out from user options (name at top of screen) 
• On Cash Out page, tap drawer icon
• App does not prompt for cash deposit 
• User can tap Finalize and finalize the cashout without applying a cash deposit

ECM > Sites > Payment

Chip-enabled credit card payment option will appear on guest-facing screen If credit card payment is enabled and the card reader is connected as a wireless payment device. 

• Card reader is paired with iPad device 
  • Edit Settings > Wireless Card Reader

(Internal document: Bluetooth Card Reader - Pairing the reader/wiki/spaces/SM/pages/895057957)

Payment option appears on payment screen when an eDynamo card reader is connected as a wireless payment device. The new option is labeled "Pay with chip-enabled credit card." 

• All payment options enabled in Site/Payment settings

• Credit card and gift card payment enabled; PAX device configured as iPad peripheral 

• Credit card and cash enabled; no PAX device peripheral

• Credit card; no PAX device peripheral

Technical change only; no UI change

Current UI: 

• On Payment screen, tap Gift Card, then tap Use Payment Terminal
• The PAX payment terminal will display the order amount and suggested gratuity amounts 
• User taps an amount (or No Tip)
• The information is sent to the app and applied as gift card payment 

• Note: If a tip is entered into the staff UI prior to the gift card payment process, the system will not prompt for a tip on the external PAX device

S300 device

PX7 device 

ECM setting: 

• Site > Kitchen
• Kitchen management engine: Select Kitchen Printing 
• Notify other printers of check items: 
  • Enabled - Allows user to select other printer locations from list 
  • Disabled - List is disabled; locations cannot be selected 

Enabled

Disabled

Example: 

• Print Routing: A menu item (Item 1) is configured with print routing set to four printers: 
  • Kitchen-1
  • Kitchen 2
  • PREP 1
  • PREP 3

• Kitchen setting: The kitchen printer is set to also notify two additional printers of the kitchen routing settings and print those locations on the chits of those additional printers
  • Kitchen 2
  • Kitchen-1

• Setting option: Print membership on kitchen chit (default setting: selected)

  • When setting is selected, at least one of the following options is required:
    • Member name
    • Member phone
    • Member address
  • By default, all options will be selected 

 

Kitchen chits will print guest information per the settings in ECM. 

• Member name, phone, address

• Member name, phone

• Member name, address

• Member name

• Member phone

• Member address

• Member phone, address (not shown) 

• Products > Components > edit component 
  • On Prep Time tab, add the prep time required for the component (this is in addition to the time required for the menu item)

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• When setting is selected, the user is given the option to require a signature or not require a signature. This will override the site setting and apply only to this area. 
  • No = no signature is required, either on the payment chit or on the screen

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• Yes = Option to select signature required on either Chit or Screen to complete payment
  • Chit = Signature required on credit card receipt 
  • Screen = Signature required on screen 

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Setting: Signature required on chit (credit card receipt)

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Setting: SIgnature required on screen

Pre-condition:

• Non-revenue sales category should be included in a reporting category 

Example: Non-Revenue sales category is included in Financial reporting category 

ECM Settings

Sites and Groups > Sites > edit site > Areas > edit area 

Select setting: Allow quantity orders of combo qualifiers 

• After seating table, tap the seat icon to change to QTY and tap quantity for order 

• Tap combo menu item 
• On combo customization screen, the number of items required for each qualifier category are shown

• Tap a qualifier category (e.g., Food, Side, Beverage)
  • Tap QTY on a qualifier menu item in the category
  • On the numeric keypad, enter a quantity; tap Go

• Tap QTY on another qualifier menu item in the category
• On the numeric keypad, enter a quantity to meet the remaining requirement; tap Go

• Note that the Selected panel will display the number of items remaining to meet the requirement 

• Complete quantities of remaining qualifiers

• Tap Add to Order
  • Combos are built and displayed in check panel
    

• Quantities are shown for qualifiers (OE-12479)

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ECM setting: 

Site > edit site > Payment > Settings 

Signature is required setting: 

• When No is selected, no signature is required on the chit (receipt) or on the screen

• When Yes is selected, the Signature Type setting is shown; the user can select either Chit or Screen for the signature requirement

If feature toggle is not set: 
Only Signature Type will be displayed with an option to select either Chit or Screen: 

Options: 

• Signature required = No
  • No signature required on chit or screen
    
    
• Signature required = Yes
  • Chit - A customer signature line is printed on the chit (receipt)

• Screen - The customer is prompted to sign on the application screen 

ECM Setting

Users > Jobs > Permissions 

• Select: Allow user to modify fully paid checks and adjust charges 

• Add item(s) (Ordering Menu)
• Add adjustments to item or check: 
  • Void 
  • Comp 
  • Discount 
  • Tax exempt 
  • Gratuity

Workflow

• Find check in Check Search; tap check number to open check
• User can add items or add adjustment to the reopened check 
  • ADD ITEM
    • Tap menu item, tap Submit Order
      
    • The payment amount changes to include the added item
    • On Payment screen, tap Credit Card
    • Tap previous payment to select and apply the revised amount
    • Both charges are combined into one charge
    • Tap Apply Payment 

• APPLY ADJUSTMENT 
  • Tap brown $ sign on check panel; tap Adjustments

• Select item or check; select adjustment to be applied; apply adjustment
• Tap Done to close Adjustments window and return to ordering page
• The payment amount changes to reflect the adjusted amount 
• Tap Payment on ordering page
• Tap previous payment to select and apply the revised amount
• Total Payment is adjusted to new total with adjustment applied
• Tap Apply Payment

ECM Settings

Site setting

• Sites > edit site > Integrations (tab) > Age Verification (tab) 
  
  • Select: Enable IDScan.net VeriScan Online ID Scanner 

Product setting

• Products > Menu Items > edit menu item > General 
  • Select: Require Age Verification 

1. Tap menu item set to require age verification
2. On age verification pop-up, tap Verify
3. Third-party app is displayed to scan the guest's info
4. Scan guest's ID
5. Tap back button to close scan info window and return to OE app
6. Item is added to check panel

App - verify age on demand

1. Go to Location Menu
2. Tap Verify Age
3. Display third-party app

• Order an item that requires age verification

Scenario 1

• Age Verification Required window pops up
  
• Tap Verify
• Online ID scanner window displays
  

Scenario 2

• Swipe to Location Menu, tap Verify Age
• Online ID scanner window displays

• Tap the camera icon on the app

• When the camera activates, place the guest's ID in front of the tablet's camera

• The guest's information will be captured automatically by the app to verify the guest's age. 

• Close app; order item is added to the check 

• Order items
• Go to Adjustments

• Tap check
• Tap gratuity to be applied 
  • Tap Apply

• Tap another gratuity to be applied
  • Tap Apply 

• Both gratuities are applied to check 

Rewards can be redeemed in several different ways as described below: 

Scan loyalty card 

• Place an order and tap Send Now to send to kitchen
• Tap the customer icon (below check panel)
• Scan the customer's loyalty card to prompt Rewards pop-up 

• Tap matching customer account to select
• Tap Order and select check 

• Tap Redeem Offer
• Rewards pop-up will show eligible offers; tap Redeem for desired offer 

• Selected offer will be added to check 

Manually enter offer number and card number 

• Tap the customer icon to open the Rewards window, then tap Redeem Offer (bottom right)
• Enter the offer number and card number

• Tap Redeem
• Reward is redeemed and is displayed below the menu item; corresponding customer is attached to the check

Scan an offer code that consists of the offer number and member number

• Scan a barcode. Example below where: 
  
  • R = the offer code number (external code of the reward; find this number in ECM > Financial > Loyalty Programs) 
  • C = loyalty card number  
• When the barcode is scanned, the reward is automatically redeemed and is displayed below the menu item; corresponding customer is attached to the check

• From Cashier Menu, tap Cash Drawer Assignment

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• On Cash Drawer Assignment window, users are listed in alphabetical order 

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OE-12531

• From Cashier Menu, tap Cash Drawer Assignment

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• On Cash Drawer Assignment window, users are listed in alphabetical order 

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OE-12531

ECM Setting

To add a new reduced price combo discounted by a percentage:

• Combo Type - Select Reduced Price 
  • Two options will appear: O Dollar, O Percentage 
  • Select Percentage
  • Percent Reduction: Enter the percentage value to be applied to the menu item. This will be the percentage to be deducted from the price. 

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• The combo is priced as 
  • A single combo item - The percentage value is deducted from the total amount of all qualifiers (price of each qualifier is set to 0)
  • A discount to each item in the combo - the percentage value is deducted from each qualifier
• Complete remaining fields
• Save and deploy combo menu item 

Reduced price combo configured as: 

• Percentage discount 
• Single combo item 

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Reduced price combo configured as: 

• Percentage discount 
• A discount to each item in the combo

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Reports

• Daily Sales Report

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• Item Sales 

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• Adjustments

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Pre-condition: 
Guest card (9869000267581101) falls within the BIN range of staff cards. 

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Workflow: 

• Staff swipes their card through the card reader to log in to OE 
• Staff UI is presented to staff after swipe
• Staff attaches to a guest-facing location and logs out
• Guest-facing UI is presented for guest to begin their order
• Guest swipes their card through the card reader
• Guest remains in guest-facing UI 

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ECM Setting

• A job or jobs is set up with no area access specified.
• A user is assigned to a job with this configuration. 

• The job permission "Allow user to use POS without clocking in to the Time Clock" is not selected. (The user must clock in to use the POS.) 

N/A

When a component includes a serving option, both the component and the component's serving option print on the guest's receipt. 
Example: Burger component is Sub Veggie Patty and the veggie patty has a serving option of Double. Both the component and serving option will print on the guest receipt. 

Workflow

• Active check
   When an adjustment is applied on a menu item and then the adjusted menu item is modified (discount or refund) in the adjustment screen, Hide/Show is displayed on the applied adjustment panel (sent & unsent to kitchen)
  • Apply and save an adjustment to a menu item
  • Return to Adjustments and add a second adjustment to the item (discount/refund)
  • Hide/Show is displayed on the applied adjustment panel
    • Tap Show to open the applied adjustment panel; tap Hide to close the panel

• Reopened check
  On a reopened check, when a refund or adjustment is applied to a menu item that was adjusted previously, Hide/Show is displayed on the applied adjustment and applied payment panel
  • Reopen a check with an adjusted menu item
  • Perform a refund on the adjusted menu item
  • Result: Hide/Show is displayed on the applied adjustment and applied payment panel
    • Tap Show to open either panel; tap Hide to close the panel

ECM Setting

Path: Users > Jobs

Select job permission:

Allow user to modify fully paid checks and adjust charges

Workflow

• Reopen a finalized check through Check Search 
• Tap brown $ sign on check panel; tap Adjustments

• Select item or check; select item and adjustment to be applied; apply adjustment
• Refund is disabled and cannot be tapped

Complete the adjustment:

• Tap Done to close Adjustments window and return to ordering page
• The payment amount changes to reflect the adjusted amount 
• Tap Payment on ordering page
• Tap previous payment (left panel) to select and apply the revised amount
• Total Payment is adjusted to new total with adjustment applied
• Tap Apply Payment

Path: Sites > edit a site > Receipts tab

• If toggle is not enabled:

  • Existing functionality remains; additional footer message fields are not shown.

• If toggle is enabled:

  • On Receipts, under Footer messages, four text fields are shown to create a footer marketing message 

    • Existing clients: Current header marketing message will display in the footer fields 

    • New clients: Footer fields will be blank

App:
Printed receipt with footer message: 

ECM Setting

Set grace periods by job

• Path: Users > Jobs > edit job > Grace Periods tab 
• Set grace periods 
• Click Enforce Schedule

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Enable HotSchedules (if applicable)

• Path: Sites > select site > Integrations tab > HotSchedules tab
• Select Pull schedules from HotSchedules 

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Enable ECM API schedule API (if applicable)

• Path: Sites > select site > Integrations tab > ECM API tab
• Select Enable schedule API 

SITE SETTING

• On the site's Payment tab, select "Tipping Enabled" to allow tipping on the site

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AREA SETTING

• To allow an area to prompt for a tip on the external payment device, select "Prompt for tip on external device" 

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Workflow:

• If the tip prompt is not selected in an area's settings, the payment device will not prompt for a tip
• If the tip prompt on an external payment device is selected in an area's settings, the payment device will prompt for the tip. 

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