What's New - NorthStar 4.7d release

Software release date: TBD
Release: 4.7d

This document summarizes the major new features and improvements in the NorthStar 4.7d release and serves as a quick reference to these new items. For more complete information, please refer to the ticket number shown.*

Issue No.	Summary	Configuration	Operation
Audit Log (For more information on the audit log, see What's New - ECM Release 2019-03-27)
OE-12775	Audit log: Include "Print check" when $ is tapped on check (Related to OE-12036 Audit Log, release version ECM 03-27-2019) Include the "Print Check" event in the audit log when check is printed by tapping the brown dollar sign ($) in the check panel and tapping Print check in the pop-up.	N/A	Tap the dollar sign ($) to prompt the options pop-up window Tap Print check The print check event is reported on the audit log
OE-13022	Check Audit Log Enhancements Added information to enhance usefulness of report	N/A	Actions added: Tax information Gratuity information EOD information Added column: Business date Enhanced Timestamp information to include business date and time
Cashout
OE-12573	User Drawer assignment: Unassign users from drawers at clock out, cash out and end of day To prevent users from remaining assigned to cash drawers at end of day, users are unassigned from their assigned cash drawers when they clock out, when user or house cashout is performed and when end of day runs.	Pre-condition: Users must be assigned to cash drawers: ECM Configuration: User permissions set Allow user to assign staff to a cash drawer Payment requires drawer assignment Device > Peripheral set to Enable drawer assignment Printer setting with drawer selected OE Configuration: Tap Cash Drawer Assignment and assign users to cash drawers	Users assigned to cash drawers will be unassigned from the assigned drawer(s) when: A user clocks out at end of shift A house cashout is performed (all users are unassigned from all drawers) A drawer cashout is performed (all users assigned to that drawer are unassigned) A user cashout is performed End of day runs (all users are unassigned from all drawers)
OE-12575	Cashout - Entire House: Can enter deposit for entire house Deposits for the entire house can be made on the cashout report. (User cashouts are made from the user cashout screen.)	N/A	Tap user name to show User Options; tap Cash Out 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) A numeric keypad will display Enter the deposit amount; tap Go 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 Deposit amount is required; report cannot be finalized without entering a deposit amount Tap printer icon to print report Tap Finalize to flnalize report
OE-12848	House Cashout: Allow entire house cashout when user cashouts are pending Previously, a full house cashout would not be allowed to be completed if there were user cashouts pending. This improvement allows the house cashout to proceed.	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	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 Tap House icon on cashout report to run entire house cashout Tap Finalize 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 Note: If the workflow setting is not selected, the warning message will only have Dismiss available and user will not be able to finalize the entire house cashout.
OE-12908	DSR (App)/Cashout: Show quantities for Category, Adjustments and Tender (match ECM DSR) To be consistent with ECM DSR, add quantities on the application DSR and Cashout reports for: Category Adjustments Tender	N/A	Quantity column has been added to the app DSR and cashout for the Category, Adjustment and Tender sections of the report:
OE-13135	Cashout: Require cash deposit when drawer cashout is finalized A new job permission provides the option to require a cash deposit when drawer cashout is finalized. Prior to this change, the cash deposit wasn't an option; it was required.	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 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) 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
Guest-facing
OE-13101	Guest-facing: Allow guest-facing payment using eDynamo wireless chip card reader Adds option to use the eDynamo card reader for chip-enabled cards (previously only allowed for swipe option)	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 (Magensa, MPPG processors) - Pairing the reader)	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
Payment Processing
OE-12269	Payment processing: Revise MPPG implementation for Vantiv processor Technical changes made to MPPG/Vantiv processor to support the eDynamo card reader and decryption center.	Technical change only; no UI change Current UI:	Technical change only; no UI or operational change using eDynamo card reader for payment through MPPG/Vantiv
OE-12657	Gift card payment: Prompt for tip amount on PAX device When the gift card payment request is sent to the PAX device, the device will display suggested gratuity amounts and allow the guest to select the amount to be added for payment.	The suggested gratuity amount is configured in ECM: Sites > Receipts > Suggested Gratuity	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
Printing/Kitchen
OE-11433	Kitchen printing: On chits for selected printers, reference other printers menu items are routed to In product configuration, menu items can be configured to route to multiple locations to be printed (known as print routing). For this feature, in kitchen configuration, users can select specific printers where the kitchen chit will print those other locations for reference.	Account feature toggle required: 4.7 Print check items to additional printers 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 Result: Menu items print on the four printers specified in print routing (example not shown; standard behavior) The two printers specified in the kitchen setting are notified of the four print routing printers and print those locations on the kitchen chits of those two printers Check 1 shows Kitchen 2, PREP 1 and PREP 3 Check 2 shows Kitchen-1, PREP 1 and PREP 3
OE-12972	Area - General: Add setting option to print selected member info on kitchen chit Member information can be printed on kitchen chits as needed for in-house and third-party delivery drivers. Setting is by area.	Account feature toggle required Print member info on kitchen chit ECM setting: Site > Area > General tab 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)
OE-12386	Components and Serving Options: Add kitchen prep time This improvement allows prep time to be added to individual components and serving options. The prep time of the menu item plus components and serving options are combined and provided to the kitchen for more precise kitchen prep. Example: Menu item: Rare Steak Prep time: 720 seconds Serving option: Well done Prep time: 120 seconds Total prep: 840 seconds Applies to QSR and Bematech kitchen display systems at this time.	Account feature toggle required**: Set component/serving option kitchen time When toggle is set, the Prep Time tab is displayed on Components and Serving Options pages.	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) Sites If no site is selected from the Sites drop-down, the prep time applies to all sites for the concept. A site can be individually selected from the Sites drop-down and a prep time entered for that individual site. Each site can have a different prep time, if desired. Products > Serving Options > edit serving option Enter the prep time to Add to kitchen time (secs) When a menu item is ordered with components and/or serving options configured with added prep time, the KDS (QSR) adds the times together and launches at the combined time to begin prep.
OE-13119	Credit card receipt printing options Settings can be configured at the area level to require a signature on either a paper chit or on screen. If user signs on screen, a credit card receipt for signature does not print. Staff-facing mode only.	Account feature toggle required ** 4.8 Override site payment signature setting ECM: Path: Sites > select a site > Areas > select an area Setting: Override site payment signature setting 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 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	To be completed (was pending proof of test)
Reports
OE-13011	ECM DSR: Separate Non-Revenue sales in Reporting Categories Improvement to Daily Sales Report to report non-revenue sales separately in reporting categories section.	Pre-condition: Non-revenue sales category should be included in a reporting category Example: Non-Revenue sales category is included in Financial reporting category	Non-revenue sales are not included in revenue financial information. They are reported separately.
Staff/UI Improvements
OE-11399	Ordering: Order combos by quantity Combo menu items can be ordered by quantity. The quantity of each qualifier in the combo can be customized as needed: Tap the QTY icon on each qualifier shown to enter the quantity Tap the icon to edit the quantity	Account feature toggle required: Quantity on Combos 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 Receipt will reflect the number of combos and the number ordered of each qualifier Modify quantity: To modify a quantity on the customization screen before sending to kitchen, tap the icon next to the item to be modified and enter a new quantity on the numeric keypad Exceptions: If the quantity ordered exceeds the quantity required, an alert message will be shown
OE-12128	CC payment: Signature not required Major credit card companies no longer require a signature for payment. Sites may choose one of the following options: Not require a signature (account feature toggle required) Require signature on chit (receipt) Require signature on screen	Account feature toggle required: 4.7 No signature required on payment processing If feature toggle is set, ECM will display the option: Signature is required If feature toggle is not set, ECM will only display the option: Signature Type 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
OE-12246	Adjustments: Allow adjustments to reopened check using existing CC payment Specific adjustments can be made to a reopened check that was paid by a credit card. The credit card payment will be used for the adjustment; no additional card swipe or guest signature is required. (Applies to checks reopened the same day.)	ECM Setting Users > Jobs > Permissions Select: Allow user to modify fully paid checks and adjust charges	The following actions are permitted on a check (session) that is reopened on the current day; the guest's credit card does not need to be swiped again and no guest signature is required: 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
OE-12294	Age Verification: Scanner application integration Uses the third-party VeriScan online ID scanner from IDScan.net. When integrated with Order Entry, users can scan a guest's identification online to verify age. This feature requires: Account feature toggle Site setting Menu item setting Job permission setting	Account feature toggle required: 4.7d IDScan.net VeriScan Online ID Scanner 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 Employee permission setting** Users > Jobs Select: Can verify age	Tap menu item set to require age verification On age verification pop-up, tap Verify Third-party app is displayed to scan the guest's info Scan guest's ID Tap back button to close scan info window and return to OE app Item is added to check panel App - verify age on demand Go to Location Menu Tap Verify Age 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
OE-12475	Gratuities: Allow multiple gratuities to be applied to a check More than one gratuity can be applied to a check.	N/A	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
OE-12498	Loyalty programs: Scan loyalty card barcode to attach account and redeem offers Customer loyalty card can be scanned to access the member account and redeem offers. (Manual entry of member account number remains available.)	N/A	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
OE-12523	Cash Drawer Assignment: List drawers in alphabetical order Improvement to show the cash drawer assignment list in alphabetical order.	N/A (assumes site is already configured for cash drawer assignment: feature toggle, device peripherals setting, printers setting, jobs permissions)	From Cashier Menu, tap Cash Drawer Assignment On Cash Drawer Assignment window, users are listed in alphabetical order
OE-12531	Allow reduced price combo by percentage discount Previously, reduced price combos could be set up by specifying a dollar value for the discount amount. This feature expands that functionality to allow reduced price combos to also be set up by specifying a discount percentage value.	Account Feature Toggle Allow reduced price percentage on combos 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. 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 Reduced price combo configured as: Percentage discount A discount to each item in the combo Reports Daily Sales Report Item Sales Adjustments
Time Clock
OE-12597	Time Clock: Allow user to clock in when they have no access to areas Revised standard process: Prior to this change, a job was required to have Area Access to at least one area in order to clock in. This change removes that requirement. A user whose job does not have area access specified can now clock in. Alternate location feature: There are special circumstances that apply if a site is using the alternate location feature (primarily used for counter service where a device is set to a default location): If the user doesn’t have access to the area of the default location set on the iPad, the alternate location feature will not apply. If we switch to a user that has access to the area of the default location, the alternate location feature works as is.	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.)	User with the specified job can clock in when: They have no area access and They are required to clock in to use the POS.

Web Ordering API
OE-12501	Web Ordering - Payment: Allow $0 payment for a check if the balance due is $0 This is a server change that applies to the Web Ordering API only.	N/A	This is a server change to allow a $0 payment for an online web order through the web ordering API for reconciliation purposes. This does not apply to the NSOE client app.
Uncategorized
OE-12133	Receipt: Print component's serving options on guest receipt The serving options on components print on the guest receipt.	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.
OE-13133	Adjustments: Show/Hide button added to Applied Payments and Applied Adjustments panels when a discount or refund is applied to an existing adjustment Originally, when applying a refund or discount to an existing adjustment, the applied adjustments panel covered the refund/discount reasons. This improvement allows access to both the applied adjustments and applied payments panels (for a reopened check) via use of the Show/Hide button.	N/A	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
OE-13139	Modify fully paid check: Disable Refund until the new adjustment has been applied to the original payment A permission setting allow a user to modify a fully paid check, such as making an adjustment after the check has been finalized. Prior to this change, a user could apply a discount to a fully paid check and then tap Refund before the discount was applied to the original payment. The discount must be applied to original payment amount first to avoid a balance due. This improvement disables Refund to prevent this error condition.	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
OE-13166	Receipts: Add footer messages option to receipts Site can opt to display different marketing message on footer than on receipt header.	Account Feature Toggle** Receipts: Display footer messages option	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:
OE-13044 TICKET NOT COMPLETE; 10/9/19 Status reopened	Guest facing: Add ability to Add Tip to check after fully paid Guests can add a tip after the check has been fully paid. Add Tip will now display on the paid check on the checks view screen.	N/A	Workflow: After a check has been fully paid (any payment method, comp'd, discounted 100%, or charged to room), the checks view will show Add Tip on the check to allow a tip to be added. If a check is not fully paid, Add Tip will not appear on the check. (check image on right) Tap Add Tip Keypad pops up; enter amount of tip and tap OK Payment workflow launches: select payment, signature screen (if applicable), receipt selection
OE-12588	Jobs - Grace periods: Enforce grace periods when Schedule API or HotSchedules is selected/enabled Improvement to allow grace period settings to apply when Schedule API or HotSchedules is selected. Grace periods will not apply when Schedule API or HotSchedules integrations are not enabled.	Account Feature Toggles Required ECM API - Sites/Integrations setting to add ECM API tab with option to enable schedule API Labor enforcement - Integrations option to pull schedules from HotSchedules 4.6 Enforce Labor Schedule - Job setting to enforce labor schedule and set grace periods ECM Setting Set grace periods by job Path: Users > Jobs > edit job > Grace Periods tab Set grace periods Click Enforce Schedule Enable HotSchedules (if applicable) Path: Sites > select site > Integrations tab > HotSchedules tab Select Pull schedules from HotSchedules Enable ECM API schedule API (if applicable) Path: Sites > select site > Integrations tab > ECM API tab Select Enable schedule API**	The flags for enabling/disabling HotSchedules and Schedule API were not exposed to the OE server which is why this are not being checked for enforcing grace periods. These are now exposed and checked in the server Workflow To enforce grace periods: Enable HotSchedules or Schedule API (Integrations tab), according to site's schedule provider Set grace periods by job; deploy to site Pull schedules (if needed) Result: When users clock in, grace periods will be enforced per the schedules set If a user tries to clock in or out outside of their schedule, they will receive a relevant error message: You are not scheduled to work today. You cannot clock in after your shift. You cannot clock in early. You're scheduled to work at [schedule]. You cannot clock in late. You're scheduled to work at [schedule]. If grace periods are enforced but a schedule is not set up in HotSchedules or Schedule API (or pull schedules is not done), an error message will display: Schedule not found for this user. See your manager. Otherwise, the system will allow the clock in or clock out without checking for schedules and grace periods.