Features and Improvements - ECM Release 2020-09-15

Hot Schedules Integration

OE-14640

Dashboard: Worldview > Integration: Add options to send active users, disabled users or all users to HotSchedules

Allow user to send specific user types to HotSchedules

N/A

Path: ECM Dashboard > Worldview > Integration

Purpose: Allow user to send specific user types to HotSchedules:

• All users: All users - active, disabled, unassigned - for the selected sites

• Active users: All active users, including active users who have been unassigned from the selected sites (This will update HotSchedules, removing the active users from the unassigned sites)

• Disabled users: Disabled users and disabled users unassigned from the selected sites

Workflow:

• Click Process Business Day

• From pop-up, select site and business date

• Integration Type: Three new options added:
  Send active users
  Send disabled users
  Send all users

Open

Link to

OE-14884

Menu Items: Create a new menu item type "Link to"

Allow a menu item to be used as a navigational shortcut.

For this release, a menu item can link to a menu item category when the ordering hierarchy makes this a preferable option. When the linked menu item is clicked, the ordering menu will display the menu items that exist in the linked menu item category. (Linking a menu item to a menu item category allows discounts to be applied to the menu items in that linked menu item category.) 

Example: 

• On the ordering menu, click menu item category COLORS. 

• From the menu items shown, click the linked menu item BLUES.

• Menu item BLUES is linked to the menu item category BLUE COLORS.

  • When the menu item BLUES is clicked, the menu items in the BLUE COLORS menu item category are shown on the ordering screen: 
    Aqua
    Periwinkle
    Powder blue

Path: Products > Menu Items > Add Menu Item

• New menu item type is shown in dropdown list: Link to ... 

Open

• After selecting Link to ... as the menu item type, enter the menu item information and select the "Link to destination" for the menu item to link to
  
  

• This menu item will now link to the menu items within the menu item category that it's linked to

• The Menu Items grid will list the linked menu items with Item Type "Link to ..." 

NorthStar Pay

OE-14715

Receipts > Bar/QR Codes: Add account identifier code to help text

Improvement to add unique account identifier code to the Sites > Receipts > Bar/QR codes help text 

Path: Sites > edit a site > Receipts > Bar/QR Codes

• Click the question mark icon  next to QR Code Data Parameters text

• Help text now includes: 
  
  

  <AccountGuid> - Account (unique identifier code)

OE-14829

Payment: Add Braintree card processor option 

Adds Braintree, which specializes in mobile and web payments, to the list of card processor options. NorthStar Pay uses Braintree for card processing currently. 

Path: Sites and Groups > edit site > Payment 

• Click Add Processor

• Click the Card Processors dropdown and select Braintree | NorthStar Pay

• Add Card Processor - Select NorthStar Pay and the environment. Enter the Merchant ID, Public Key and Private Key provided by Braintree. Save. 

NS Online

OE-14378

Online Ordering: Report credit card payments to specified alternate payment option 

Admin can specify the alternate payment to be used for reporting credit card payments through online ordering. 

Sites and Groups > edit a site > Online Ordering 

• To report online ordering credit card payments to a specified alternate payment option, select "Report credit card payments to:"

• Click the dropdown box and select the alternate payment type to report credit card payments to. 

Shift4 Credit Cards

OE-14755

Payment: Add Shift4 credit card processor option 

Adds Shift4 to the list of card processor options.

Path: Sites and Groups > edit site > Payment 

• Click Add Processor

• Click the Card Processors dropdown and select Shift4 | Credit

• Add Card Processor

  • Select Credit Card

  • Enter a display name

• To generate an access token:

  • Enter the Auth Token (provided by the merchant's Lighthouse Manager); the Auth Token can only be used once

  • Click Request Access Token

  • The Access Token will be shown (masked)

• If the Access Token is revoked by the merchant’s Lighthouse Manager, click Revoke Access Token, obtain a new Auth Token from the merchant’s Lighthouse Manager and click Request Access Token to generate a new access token. 

Other

OE-14927

Schedule Price Changes: Add ability to select site(s) or group(s)

Price changes for menu items can be scheduled in advance using effective date and expiration date. Users can schedule price changes to apply to specific site(s) or group(s). 

• Allow user to schedule menu item price change 
  

• Go to menu item pricing (Path: Products > Menu Item Pricing)

• Click Schedule Price Change tab

• Select a site or group by clicking in the Select site or Select group field
  
  

  • The price change will only apply to the site(s) or group(s) selected 

• Select a menu item category, click Add Price Change.

• On Add Price Change pop-up, select menu items, enter the price change and the effective and expiration dates, then save.