What's New - NorthStar 4.7c Aquarius

Release: 4.7c
Release date: April 17, 2019

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

New Features and Improvements

Issue No.	Summary	Configuration	Operation
Cash Drawer Assignment
OE-8072	Dual cash drawers, drawer assignments, cash out drawer For cash control, two cash drawers can be configured to have restricted access: Device must have drawer assignment enabled (devices cannot use drawers if setting is not enabled) Each cash drawer is assigned to an individual Per job permission, user cannot complete payment unless assigned to a drawer Each individual is responsible for the money in their assigned drawer. Cash out reports can be run by drawer or by employee for financial accountability. Both drawers share one printer (separate printers not required) Description includes: OE-12320 - Dual Cash Drawer: Show all users in drawer assignment	Account feature toggle required: 4.7 Enable drawer assignment ECM settings: Sites > Devices > edit device > Device Peripherals - select Enable drawer assignment** Sites > Printers - Select drawers assigned to this printer Jobs > Permissions Select: Allow user to assign staff to a cash drawer Payment requires drawer assignment	Device: Configure device to enable drawer assigment Printer and drawers: Assign drawer(s) to printer Set job permissions: Management job to assign staff to drawers Server job to require drawer assignment for payment Management role: From Cashier Menu, tap Cash Drawer Assignment If user does not have permission, the button will be disabled All users for site are displayed; select user User should have permission set to require drawer assignment for payment Search field available to search for user by name Select cash drawer to assign user to Tap Publish Changes Server role: Perform a transaction Apply payment If user's job requires cash drawer assignment and user is not assigned, message "Cash drawer assignment required" will prompt user to see the manager for assignment DAILY CASH REPORT DSR can be filtered by cash drawer
Cashout
OE-9082	Cashout: Finalize multiple entire house cashouts User can finalize one or multiple cashouts for the entire house Can print finalized reports System cashes out entire house at end-of-day	ECM settings: Users > Jobs > edit job - select Allow user to view/finalize/print entire house cashout Sites > edit site > Reports Setting: Reset sales totals to 0 when a staff member finalizes a cashout Selected: When the cashout is finalized, the report will be reset to zero; each report will show the sales totals between the last and the current report Not selected: When the cashout is finalized, each report will show a cumulative total for the day	Tap username at top of screen, then tap Cash Out from list On the Cash Out report, tap the house icon to display the entire house cashout report Tap Finalize to finalize the cashout report If there are open checks, an alert will instruct the user that checks must be cashed out before finalizing the report Report will print automatically when finalized Previous finalized reports can be viewed by tapping Previous
OE-10660	Staff or drawers can be required to enter a cash deposit prior to cashout Jobs can be configured to require a cash deposit be entered in the system at cashout. The deposit will appear on the cashout report and any over/short value reported Cashout reports are final at EOD. Cash deposit amounts cannot be edited Negative amounts can be entered	ECM settings: Users > Jobs > edit job > Workflow Select: Require a cash deposit when staff member finalizes their cashout Require a cash deposit when manager finalizes the entire house cashout	Workflow Configure staff and manager to require cash deposit when finalizing cashouts Server Perform and finalize transactions Tap name; tap Cash Out to display cashout window On cashout window, tap Finalize Numeric keypad displays with brief message regarding required deposit Note that the Cashout report shows no Cash Deposit amount and an Over/Short amount Note: If user's job does not require cash deposit on cashout, the user can still enter a deposit by tapping the money icon to prompt the numeric keypad Enter the cash deposit amount; tap Go Report reflects Cash Deposit and Over/Short amounts Two Cash Deposit chits will print: House copy Staff copy with signature line (manager/shift lead will sign for receipt of deposit) Tap Finalize to complete Server Cashout report will print Manager - Entire House Cashout Tap the house icon Tap Finalize to prompt cash deposit numeric keypad Alternate: Tap money icon to prompt keypad Enter the amount of the cash deposit Report reflects Cash Deposit and Over/Short amounts Tap Finalize Entire House Cashout report will print
OE-12232	Report: Cash out by drawer Similar to user cashout, cashing out by drawer provides: Drawer-specific sales information via the cashout report User accountability for the over/short of the drawer assigned to the specific user	ECM settings: Users > Job > edit job - Select permissions: Allow user to view/finalize/print others' drawer cashout Allow user to view/finalize/print own drawer cashout	Workflow: Users assigned to drawers perform and finalize transactions User with permission to cash out drawers performs cashout: Tap user name at top of window, tap Cash Out Tap cash drawer icon; a list of drawers available for cashout is displayed Select a drawer to cash out Drawer number is preceded by the device name used for the transactions Cashout report is displayed; tap Finalize to finalize cashout for the drawer Report will print automatically
Printing/Kitchen
OE-12129	Counter service: Send orders to kitchen only when finalized Applies to counter service operations only. Appropriate for counter service orders, a site can choose to not send orders to kitchen until order has been finalized. Setting is configured by area.	Account feature toggle required: Send to kitchen when finalized ECM settings: Sites > edit site > Areas > edit area Select Send to kitchen when finalized** Help text: Only applies to counter service operations	To avoid sending before finalize: Send Now is disabled Will not auto-send when use taps Print All Checks or Apply Payment Submit Order is replaced with Done Tap Done to park order without sending to kitchen Workflow: Take order Tap Done to park order if needed Tap Payment and go through normal payment process Tap Finalize Order is sent to kitchen when user taps Finalize
OE-12781	Kitchen printing: Sort components per component category and components settings The printed kitchen chit and the KDS systems should display the components in the order set by component categories display order, then by component display order as specified in ECM.	ECM Settings Path: Categories > Component Categories Use the up/down arrows to set the display order for the component categories: Click the edit icon (pencil) to edit a category; click Component Display Order Drag and drop components into the desired display order (select and hold an item, drag into position, release)	Components will print in the order set in Component Categories for preparation. The KDS will also display components in this order.
Reports
OE-12229	iPad DSR Report: Show Over/Short, Cash Deposit	N/A	POS terminal: After entering cash deposit(s), the amount of the cash deposit and the amount over/short will be reflected on the Daily Sales Report Note: Cash deposits do not have to be finalized to be reflected on the report. ECM: The cash deposit information will be reflected on the ECM Daily Sales Report
Staff/UI Improvements
OE-10050	Time Sent to Kitchen Option to display the time an item was sent to the kitchen on the app display and on the printed check (user can toggle between showing or hiding time sent)	ECM setting: Users > Job Select job permission: Allow user to view the time items are sent	To show the time an item (or items) was sent to the kitchen: Order item Tap Send Now (or Submit Order) Tap the brown $ icon next to the item On the flyout, tap Show time sent Time sent to the kitchen displays below the menu item Tap Print All Checks to print the check with the time sent (check will have a "Time sent" watermark) To no longer display the time sent: Tap the brown $ icon next to the item On the flyout, tap Hide time sent
OE-12142	Add User Options menu to Ordering, Location and Cashier pages The User Options menu (with links to Time Clock, Cash Out and Break Notifications) available on the Location Manager is now added to the Ordering, Location and Cashier menu pages for speedier access.	N/A	Location Manager Ordering Menu Location Menu Cashier Menu
OE-12251	Menu Item Search: Add search by PLU/barcode number	N/A This feature assumes one or more menu items has a PLU number configured in ECM.	Workflow Tap menu item search icon (magnifying glass) in action bar below check panel In Menu item search window, type PLU/barcode number Menu item will display Tap menu item to add to check
OE-12170	Advance Orders: Customer information not required By default, advance orders require a customer account to be entered. This improvement allows sites the option to not require a customer account on advance orders.	Account feature toggle required: 4.7 Customer account required on advance orders ECM settings: Site > edit site > Staff Facing tab Select: Customer account required on advance orders**	Advance order workflow with customer account NOT required: Order a menu item Tap Set Date & Time; set date and time; tap Save Tap Schedule Order is scheduled and user is detached from ordering location To search for advance order, swipe to Location Menu, tap Advance Orders and search results To open an advance order, tap Load Order Note: If customer account is required, user can enter customer information before scheduling; if information has not been entered, tapping Schedule will prompt the user to enter customer information
OE-12209	Manage Tips: Sort Payment Type - Apply to all pages in sort results When the Payment Type column is sorted (ascending or descending), sorting is applied to all pages in Manage Tips, not just to the current page displayed.	N/A	User goes to Manage Tips to enter tips for multiple transactions; transactions exceed one page Default sort: User Tap Payment Type column header to sort by Payment Type (ascending order) Payment types are sorted on both pages Tap Payment Type again to reverse the sort order (descending) Payment types are sorted on both pages If the user has modified any tips on the screen and they re-sort, a warning appears with option for user to proceed with the sort and lose changes or cancel and remain on the screen. User can then apply any changes then re-sort.
OE-12148	Adjustments - Refund: In Applied Payments section show the amount of the refund, not the entire check amount	N/A	Previous behavior: Applied Payments section of Adjustments reflected the check amount instead of the amount of the item being refunded Improvement: Applied Payments reflects the amount of the item being refunded (with tax)
OE-12141	Access Check Search from Location Manager	Account feature toggle required: Display all checks from location map ECM setting: Sites > edit site > Staff Facing In Settings, select: Display all checks from location map**	Previous behavior: When a user tapped Checks from the Location Map, the My Checks page would display a list of the user's checks Improvement: When a user taps Checks from the Location Map, the Check Search page displays showing a list of all checks for the site
OE-12130	Print menu item button name on receipt If this setting is selected, the button name set for the menu item will print on the receipt. (If this setting is not selected, the name in the menu item Name field will be printed.) Button name can be set to different names at the global (concept) level and site levels. The site-level name will appear on the site's POS device and will print on the receipt.	Account feature toggle required**: 4.7 Print menu item button name on receipt ECM settings: Sites > edit site > Receipts > General Select: Print button name on receipt	The receipt will reflect the button name set for the menu item in ECM. A button name can be customized by site and can be set to different names at the global (concept) level and site levels. The site-level name will appear on the site's POS device and will print on the receipt. Left: Global-level button name (site name not set) Right: Site-level button name (overrides global button name)
OE-12328	Alternate location: Reattach to default location after scheduling advance order This improvement adds a requirement for advance orders from alternate locations. (Reference OE-10891, release 4.7a.) The system will reattach to a default location after the following actions: Finalize a transaction Detach from a table Log in Park a session Schedule an advance order	Account feature toggle required** 4.7 Area icons 4.7 Easy Access (Alternate Locations) ECM Settings - Refer to What's New 4.7a Settings are required by area, location and device.	Workflow Place order on an alternate location Schedule the order for a future time Tap Schedule Result: The user is reattached to the default location configured for the device.
OE-12329 IN PROGRESS	Counter service: Add items to the check as ordered when location is set to send when finalized Ticket title: Always add items to the check, no longer put items on the order. - Send when finalize: When adjusting items after going to payment screen, items adjusted are voided. DESCRIPTION DOESN'T MATCH TICKET TITLE. HAVE REQUESTED A DESCRIPTION		BLOCKED WITHOUT DESCRIPTION Per Art, this feature applies to counter service location configured to "Send to kitchen when finalized" Previous process: Items ordered would be in "suspension" as an order item initially. When sent to the kitchen, a check would be created and they would become check items. New process: Items are ordered are considered check items and are either unsent or sent. A counter service location marked Send to kitchen when finalized would have Send Now and Submit disabled. Items would not be sent to kitchen for preparation until the check has been paid and finalized.
Time Clock
OE-7373 NOT VALIDATED; NOT CLOSED	Time Clock: Allow overtime calculation rules to be set using configurable thresholds and multipliers	Account feature toggle Account feature toggle required: Expand time clock overtime rules Note: If feature toggle is not set, Overtime Rules does not display on the Time Clock page and cannot be configured. ECM setting:** Sites > edit site > Time Clock > General Overtime Rules Select the rules to be applied Enter the hours and multipliers for each rule in accordance with your location's overtime rules Hours = Maximum working hours that must be met for rule to be applied Multiplier = Hourly rate is multiplied by this amount	Workflow User clocks in on time clock DESCRIPTION PENDING QA VALIDATION OF TICKET. SCREENSHOTS REQUESTED