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	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
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

Other
	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
	Area icons Add ToGo.com icon	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.	Combo: Auto combo (Best value discount).
	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
	Guest Facing Disable "Place my order" when there are no items to send to 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 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)	Order Types for Locations Kitchen Chits
	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
	Print loyalty rewards summary information on the guest receipt	Receipts - General
	EMV Payment Added Cancel to Insert or tap card pop-up to allow process to be canceled	Credit Card Payment - Basic Workflow
	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.)	Advance Orders (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 functionality to refund gift card and alternate payments
Pre-Auth
- Allow Pre-auth (start tab)
- Allow Pre-auth with eDynamo/iDynamo
Loyalty
- Allow customer to provide date of birth and password during registration
- 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.
- Hourly Sales and Labor report - Display all hours and sales/labor grid
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))