NorthStar 4.9.1: Features and Improvements (Server/App) - WIP

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: 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/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)
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	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
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

IN PROGRESS
UX	iOS App: Synergy - Allow customer to provide date of birth during registration	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.
	Print loyalty rewards information automatically on the guest receipt (PFC) (Rewards Summary)	DONE: Receipts - General


	(APP) Drive Thru sends on submit by Area	DONE Drive Thru Order Workflow 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.
	ACD - Display removed components on ACD (BISC)	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.
	Advance Orders: Send advance orders automatically to the kitchen.	PER TONY - ADVANCE ORDER DOESN"T SHOW ON ADVANCE ORDER SEARCH; IT SHOWS ON TAKEOUT ORDER SEARCH ON PICK UP DATE. DONE Advance Orders In Summary, add that advance orders are sent to the kitchen on the date/time scheduled. UPDATED Update screenshots of app as needed - UPDATED
	App - Auto Combo - Best value combo discount method (BISC)	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 " OE-13657 - Getting issue details... STATUS for setting Auto combo when scanned
	APP - Guest identifier first - BISC	DONE Guest Identifier Speed Screen Also do something with 2017 doc Guest Identifier
	APP - Guest Identifier Icons - Change "Person" label to "Shirt" label (BISC)	DONE Guest Identifier Speed Screen already updated with new screenshots
	APP - Guest Identifier Speed screens are controlled by area	DONE
	APP - Guest Identifiers has icons (BISC)	DONE
	App- Add Icon for area description - ToGo.com - FRESH TECH	DONE Add an Area Specific icons not listed by design due to upkeep.
	BISC - Advanced Customer Display - Screen Saver appears during ordering process	DONE Advanced Customer Display (iPad as a Customer Display)
	CC Pre-Auth: When user tap Start Tab it should display the CC Pre-Auth	DONE Start Tab - Credit Card Pre-authorization
	Check search: Add ability to see closed checks when attached to a drive thru (TRCH)	DONE Drive Thru Order Workflow
	Drive Thru Checks: Add a new filter called "All" that displays all Drive Thru checks regardless of its status and make it the default selected filter	DONE Drive Thru Order Workflow
	ECM Reports: Display and round at N decimal places for time records.	DONE Employee Reports
	Guest Facing: "Place my order" should be disabled if there are no items to send to kitchen	FULL REWRITE/NEW DOC - Significant LOE Create Guest Facing docs to replace 22 docs: Guest User Interface Update: Operation Mode: Guest Facing
	Guest Identifier: Numpad for entering mobile number automatically displays on Guest identifier; User requires two touches (TRCH)	DONE Guest Identifier Speed Screen
	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
	OE - Retrieve and Expose the new ECM Setting for the Auto Combo Improvement	N/A Backend only
	Order Entry: Update ChecksForDispatchHandler to include Finalized checks	DONE See: OE-16525 Doc: Dispatch Dashboard User Guide
	Printing - Order Entry Server - Update HtmlRenderer Library	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.
	Printing: Kitchen - 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 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.
	Text messaging: Change error message "Please enter a valid identifier" to "Guest identifier not entered"	N/A
	Text messaging: Change error message "Please enter a valid cellphone number" to "Enter a valid mobile number"	N/A

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: 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)	Closed	Done	Windows 0.5.6 [staging Sprint 18] 4.9.1 Server
Improvement	OE-16988		Win App: Open the NS Pay link corresponding to the site's environment when using admin command	Ready for QA	FIxed	4.9.1 Windows
Improvement	OE-16517		Win App: Refund Gift Card and Alternate Payments Implementation	Ready for QA	Fixed	Windows 0.5.6 [staging Sprint 17] 4.9.1 Windows
Improvement	OE-16450		Win App: Allow Pre-auth with eDynamo/iDynamo	Ready for QA	Fixed	Windows 0.5.6 [staging Sprint 16] 4.9.1 Windows
Improvement	OE-16328		Win App: When Refunding a credit card you cannot choose the credit card to refund to. [Implementation]	Ready for QA	Fixed	Windows 0.5.6 [staging Sprint 17] 4.9.1 Windows
Improvement	OE-16061		Win App: Allow Pre-auth (start tab) in windows [Implementation]	Ready for QA	Fixed	Windows 0.5.6 [staging Sprint 15] Windows 0.5.6 [staging Sprint 18] 4.9.1 Windows Windows 4.9.1 [staging Sprint 22]	Create Windows doc based on Start Tab - Credit Card Pre-authorization
Improvement	OE-15453	UX	Win App: Synergy - Allow customer to provide date of birth and password during registration	Closed	Fixed	Windows 0.5.6 [staging Sprint 6];Membership 149.2;4.9.1 Windows	NEW DOC; See iOS doc for reference: Customer Loyalty/Redeem Member Rewards DOB appears for all loyalty providers not just Synergy per Eric.
Task	OE-15712	Hourly Sales/DSR	WinApp - DSR Report to display Sold and Advance (sent and unsent) sales data.	Closed	Fixed	Windows 0.5.6 [develop];Windows 0.5.6 [staging Sprint 6];4.9.1 Windows	NEW DOC Reference: Daily Sales Report (App)
Task	OE-15715	Hourly Sales/DSR	Win App Hourly Sales and Labor Report - Display all hours and sales/labor grid	Closed	Fixed	Windows 0.5.6 [develop];Windows 0.5.6 [staging Sprint 6];4.9.1 Windows	New DOC
New Feature	OE-16897		Windows App: Mask Member Information on screens where they are displayed	Ready for QA	Done	Windows 4.9.1 (staging Sprint 25)	Added to 4.9.1 12/1/21
Task	OE-16972	Loyalty Lookup	Win App: Loyalty - Honor ECM setting to hide phone entry and/or email lookup on loyalty search	Ready for QA	Done	Windows 4.9.1 (staging Sprint 25)	Added to 4.9.1 12/1/21

WOAPI Tickets - NOPE


Improvement	OE-16146	WOAPI	[WOAPI] Add a new endpoint to retrieve modified checks for a time range	Closed	Fixed	WOAPI TC:361 OCTO:507;Order Entry Server [staging-s17];4.9.1 Server;Web Ordering API [staging]
New Feature	OE-16345	WOAPI	WEB API supports the vendor sending an employee association to NS OE	Closed	Fixed	Web Ordering API;WOAPI TC:361 OCTO:507;Order Entry Server [staging-s17];4.9.1 Server
Improvement	OE-16892	WOAPI	Web ordering api: Add new endpoint for viewing Quantity available for menu items.	Closed	Fixed	Order Entry Server [staging];4.9.1 Server;Web Ordering API [staging]
Improvement	OE-16891	WOAPI	Web Ordering API: Need to add validation when quantity of Menu Items ordered is greater than remaining quantity.	Closed	Fixed	Order Entry Server [staging];4.9.1 Server
Improvement	OE-16500	WOAPI	WOAPI - Clean up miscellaneous code in WebOrderingCompatibilityManager class	Closed	Fixed	Web Ordering API;4.9.1 Server
New Feature	OE-16936	WOAPI	WOAPI - Create new endpoint to publish stocklevels for testing.	Closed	Fixed	Order Entry [staging];4.9.1 Server;Web Ordering API [staging]
Improvement	OE-16519	WOAPI	WOAPI - Move updating WebOrderingCheck ServerId From Session Properties to Automapper	Closed	Fixed	Web Ordering API;4.9.1 Server
Improvement	OE-16398		Web Ordering API: Countdown stock level of items when ordered from the web api.	Closed	Fixed	4.9.1 Server

NO DOCUMENTATION


New Feature	OE-14767	Shift4	APP - (Potentially) Integrate with IDTech Device for SHift4	Open		4.9.1 iOS;iOS App [develop Sprint 23]	TICKET IS OPEN; NO DOCUMENTATION NEEDED
Task	OE-14752	Shift4	OE - Create new Payment Processor Adapter for Shift4 Integration	Ready For QA	Done	Order Entry [staging-justadded];4.9.1 Server	NO DOCUMENTATION NEEDED
New Feature	OE-16381		Automated testing: Create a hidden command to accept manual barcode input for Windows Client Application	Closed	Done	Windows 0.5.6 [staging Sprint 15];4.9.1 Windows	TECH ONLY
Improvement	OE-15694		Fishbowl: Send externalcode as ServerID to fishbowl in the coupon request.	Ready For QA	Fixed	Order Entry [staging];Membership Service [staging];4.9.1 Server	TECH ONLY
Task	OE-16838		Investigate AppCenter issue: 4.7.8 app can't be updated to the latest staging app.	Closed	Fixed	[torchys];4.9.1 iOS	TECH ONLY
Improvement	OE-16900		Logs: Remove dispatch dashboard calls from our web ordering api logs.	Closed	Fixed	Order Entry Server [staging];4.9.1 Server	TECH ONLY
New Feature	OE-16048		OE - Add additional information to BI DTO Punch Adjustments	Closed	Done	Order Entry [staging];4.9.1 Server	TECH ONLY
Improvement	OE-16101		OE - Add New Parameters to Specific Combo Endpoints for the Capability of Switching Validation ON and OFF	Closed	Done	Order Entry [staging];4.9.1 iOS;4.9.1 Server	TECH ONLY
Improvement	OE-16413		OE - Create Unit Tests for the Fix/Improvements Applied in Handling Exceptions	Closed	Done	Order Entry [staging];4.9.1 Server	TECH ONLY