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ECM Release: 2019-04-23

This document summarizes the improvements in ECM 2019-04-23 release and serves as a quick reference to these items. For more complete information, please refer to the ticket number shown.*  

ECM documentation: Enterprise Content Management (ECM)

New Reports 

Issue No. 
Summary
Configuration
Operation 

OE-12687

Report: Hourly Reporting Categories 

Reports gross sales on reporting categories by hour and by site.
(Voids and refunds are not deducted from gross sales.)
Select by day and site or sites. 

This report requires that the site has reporting categories configured. 

Path: Categories > Reporting Categories 

Workflow

Path: Reports > Reports 

  • Select Hourly Reporting Categories
  • Select site(s) 
  • Select start and end dates for report 
  • Report will display gross sales for each reporting category by hour and by site 
    • Reporting categories are shown in alphabetical order
      • Each reporting category can be expanded or collapsed (default: all categories expanded) 
    • Sites are shown in alphabetical order 
      • A selected site is required to have at least one sale between the start and end dates to appear on the report
    • Hours represent a union set of the store hours of all sites with sales. (Example: The union of the sets {1, 2, 3} and {2, 3, 4} is {1, 2, 3, 4}This avoids duplication of hours in the report.) 
  • Report cannot be filtered, sorted or grouped
  • Report can be exported in Excel and PDF formats (CSV export not available)

OE-12669


IN PROGRESS

Report: DSR Multi-site 

This is an abbreviated Daily Sales Report. Basic sales information can be shown for multiple sites


Workflow

Path: Reports > Reports 

  • Select DSR Multi-site
  • Select Site(s)
  • Select business date for report (default: today's date)
  • Click Refresh Report 
  • The report will refresh and display the following information

Columns:

  • Description
  • Gross Sales
  • Comps/Disc
  • Net Sales

All columns can be filtered

Report sections:

  • Reporting categories
    • Total Sales = Sum of all reporting category values
  • Taxes and tips collected
    • Total Collected = Sum of all taxes and tips collected PLUS sum of all reporting categories
  • Payments
    • Total Payment = Sum of all payments collected
  • Variance
    • Variance is Total Collected minus Total Payments

Export formats:

Excel
PDF
CSV

Note: Business date format OE-12796

Improvements

Issue No. 
Summary
Configuration
Operation 



OE-12761ECM: Ability to set barcode for combos

The ECM portion of this feature is complete.

The application portion is to come. (OE-12618)

OE-12730ECM: Admin can set start/end date for combos

The ECM portion of this feature is complete.

The application portion is to come. (OE-12619)

OE-12565ECM: Add Menu Item > Combo - Add a new setting for percentage off

The ECM portion of this feature is complete.

The application portion is to come. (OE-12531)


*Detailed documentation is in progress and will be available upon completion. 
**Please contact your NorthStar representative to have this setting enabled for your account.



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