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

Allow CBS Support to to remotely connect to a site's iPad via Bomgar

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 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

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

Daily Sales Report (App)

Hourly Sales and Labor Report (App)

Contactless payment - iDynamo 6

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)

World View

Online Ordering 

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

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

/wiki/spaces/ORDERENTRY/pages/2480406529 

Loyalty program

• Allow customer to provide date of birth during new member registration 

Customer Loyalty/Redeem Member Rewards

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

Combo orders

• Setting added 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.

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  with 2017 doc Guest Identifier

Area icons

• Add ToGo.com icon 

Add an Area

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 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

ECM Reports

• Display and round at N decimal places for time records. 

Employee Reports

Guest Facing

• Disabled "Place my order" when there are no items to send to kitchen

• Create Guest Facing docs to replace 22 docs: Guest User Interface
• Update: 
  • Operation Mode: Guest Facing

Time Clock

• Added 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

Scanning

• Added ability to 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

Components and serving options

• Added a 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

Time record reports - App 

• ECM: Added 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

Drive Thru Locations

• Previously, in a Drive Thru location, after the order taker tapped Payment Complete, Parked or Finalized, the Drive Thru Orders check search screen displayed.
• New option: A Locations setting has been added (for Drive Thru location only) that provides the option to either display the Drive Thru Orders check search screen automatically after these actions or to display the ordering screen  

Locations (Edit an Area)

Loyalty account privacy 

• To comply with local laws and provide greater privacy, a feature toggle and setting have been added to allow a site to mask 
  loyalty member info by area (app/receipt)Mask member info on guest receipt, kitchen chit, and app screens

Add an Area

Survey codes 

• Provided ability to print survey codes on all guest receipts in SMG format 

Receipts - Codes

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) 

Order Types for Locations

Kitchen Chits

Scheduled orders

Significant operational Improvement made to scheduled orders (advance orders, take-out orders and web orders):

• Instead of a scheduled order remaining attached to a location, the check will be parked and available in check search and behind the take-out button.
• Operationally, this means the staff will tap Open instead of Go to Location to access a check. The staff member can work from a single location to open checks when a guest arrives.
• This reduces/eliminates the need to create multiple locations for scheduled orders. (Majority of WOAPI users won’t need the Area setting: Finalize when sent to kitchen.)

 Advance Orders 

Not done: 
Check search - Doc is long and focuses on screen components; needs to be updated. 

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)

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]

NEW DOC; See iOS doc for reference: 
Customer Loyalty/Redeem Member Rewards

DOB appears for all loyalty providers not just Synergy per Eric. 

NEW DOC

Reference: Daily Sales Report (App)

New DOC

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