NorthStar 4.8: Features and Improvements (Server/App)

Path: Sites and Groups > edit a site > Time Clock 
Timeclock Manager setting: Disabled 

Employees are allowed to cash out. 

ECM Path: Financial > Alternate Payments 

When feature toggle is enabled, the Site Availability tab is shown on the Edit Alternate Payment window. 

• Select sites as Active that will have the alternate payment available for use. 
• Search by one or more characters. 
• Save/Cancel Changes on the tab at top

ECM Path: Products > Menu Items > combo menu item 

• Edit a combo menu item
• Click Qualifiers tab and edit a qualifier
• Required dollar minimum - Enter the minimum dollar amount required for this qualifier to qualify for a combo

The amount will also be shown on the qualifiers grid. 

• Insert card into iDynamo 6 reader to complete payment 
• Transaction successful

General config: 

• Customer-facing iPad (Advanced Customer Display)
  
  • Install Order Entry on the device and pin the device in ECM 
  • Add the device as a customer display 
• Ordering iPad 
  • Add the ACD as a peripheral to the iPad used for ordering 
• Deploy changes in ECM to iPads

For complete information, see:  
Advanced Customer Display

Ordering

• Server enters order on ordering iPad
• Customer views order on customer-facing display iPad
• Menu item can be tapped to view an image of the item 

Payment

• Server taps Payment on the ordering iPad
• Screen options will vary depending on method of payment (cash, payment card)
• For credit card, customer can select a tip percentage

• Customer will be prompted to insert card for payment 

• Check will be marked PAID and customer can select receipt option 

Path: Products > Menu Items 

• Click Add Menu Item and select "Link to ... "as the menu item type

• Add menu item information
  • Select "Link to" type (currently Menu Item Category)
  • Select "Link to" destination (the menu item category to link the menu item to)

NorthStar Offer Provider Service

NorthStar now provides offer services for clients with an offer program. Client coupons can be validated, redeemed and usage tracked and reported for optimum coupon management.  

Clients can create batches of offers with start and end dates for each offer and a total number of offers available to be used. 

After batches are uploaded, clients can make changes to individual coupon codes (e.g., changing dates or quantities available) on the Coupon Offers page. 

Configure NorthStar as the Offer Provider: 

Path: Edit a site > Integrations > Offer Provider

• Click Add Provider; select NorthStar
• Save

Two menu options added to the Financial menu: 

• Coupon Batches
• Coupon Offers 

Path: Financial  > Coupon Batches 

Create loyalty account: 

• Tap the customer icon (blue man) on the app and tap Add New Customer
• On the Customer Details pop-up, enter a phone number to create the account 

Path: Edit a site > Receipts > Bar/QR Codes 

When the account feature toggle is enabled, the NS Pay settings are shown. 

To print a QR code for NS Pay on the receipt: 

• Select: Print QR Code on bottom of receipt 
• Add URL to QR code data parameters - Include /landing/ in URL 
• Other settings are optional 

• The QR code and URL will print on the receipt
• Guest can scan the code or enter the URL on their browser to access NS Pay and complete payment 

Path: Edit a site > Receipts > Bar/QA Codes 

To generate a QR code for NS Pay, settings are configured as follows: 

• Print QR Code on bottom of receipt - Selected 
• QR code data parameters - Includes /landing/ in URL 
• Add the following links on landing page - NOT selected 

• When configured, a QR code linked to NS pay will appear on the receipt before payment 
• Guest scans the code (or enters the URL manually) to access NS Pay and pays their check in full
• When the check is paid in full and the receipt is reprinted, the QR code does not print on the receipt 

• Guest scans the QR Code or enters the URL manually to access NS Pay

• On the OE app, the payment page is masked during the payment process.
  • A manager can override the lock by tapping Override and scanning their manager card. 

Path: Edit a site > Online Ordering 

• For Hosted credit card processor, select Mercury and enter Merchant ID and password 

Path: Users > edit a user > Jobs and Rates tab 

• On Jobs and Rates, click edit (pencil) icon for a job
• Click Add new record to add a new record
  • Enter pay rate and effective date
• If modifying an existing record:
  • Click in the Rate field to modify the rate
  • Click in the Effective Date field to modify the effective date
• Save

Note: Pay rate and/or effective date can be edited before the effective date or within 15 days after the effective date. 

Reporting

When new pay rate takes effect, it will be reflected on the following reports: 

• ECM:
  • Time Records report 
• App: 
  • Payroll 
  • Time Report

Path: Edit a site > Peripherals > Payment Devices

• Select GC Tip (PAX only) for the PAX device that will prompt for a gift card tip 

• During the payment process using a gift card, the PAX device will prompt for tip using the tip percentages configured in ECM 

Path: Edit a site > Staff Facing 

• When account feature toggle is enabled, the Staff Facing page shows the setting option: 
  Prompt for account phone number on payment terminal 
• Select to enable  

• Tap Customer icon
• Rewards pop-up appears
• Guest is prompted to enter phone number on payment terminal

• After entry, phone number appears on Rewards pop-up and matching accounts are shown

No ECM settings required.
Prerequisites:

• Combo menu items that meet the reward criteria
• Site's loyalty programs are set up in ECM. (Click Update if offers need to be updated for a site.) 
  

The workflow is essentially the same as for a single menu item. 

• Order the qualifier menu items that qualify for a combo menu item; send to kitchen 
• Tap customer icon (blue head) and find guest's loyalty account to attach to check

Void gift card load

• Reload funds on gift card
•  Tap the options  icon and tap Void in the options menu 

• Select an adjustment reason and click Apply

• Transaction is voided without requiring gift card swipe

Refund gift card load

• To perform a refund, reopen the check, select the transaction, go to Adjustments and select Refund, reason and method of refund 

• Payment error messages will be presented to the guest in the guest-facing UI when a payment error is encountered on the PAX payment terminal 

Connection expired 

Payment aborted 

Unable to connect to the external card reader 

The ECM configuration was included the ECM 2020-08-18 release. 

Path: Products > Menu Item Pricing > Schedule price change

• When feature toggle is enabled, the menu item pricing page shows the Schedule price change tab where price changes can be scheduled

View scheduled price changes in the Order Entry app 

• Go to Cashier Menu and tap Price Change 

• The Price Change pop-up will list menu items scheduled for a price change with current price, new price, start date and end date 

Path: Edit a site > Printers > edit printer  
When the feature toggle is enabled, the setting option Duplicate Receipt Printer is shown on the Edit Printer page. 

• Add or edit a printer
• For the Duplicate Receipt Printer setting, select a printer from the dropdown list 

In the Order Entry app: 

• Place an order and complete payment
• When receipt prints after finalize, a secondary receipt will also print at the designated duplicate receipt printer 

• Duplicate receipt will also print when a receipt is requested from other parts of the app: 
  • Check Search > Print 
    
  • Print check  and Print payments (from options  menu) 
    
  • Print All Checks (button below check panel)
    
  • Print All Checks and Print All Payments - from Location Menu 
    

Credit card signature: Set option by area for signature; override site payment setting 

With this area setting, sites can choose to require or not require a signature on payment in specified areas of a site. (Staff facing mode only.) 

If signature is required, site can choose to require signature on chit or on screen in that area.

Note: The area setting will take priority over the site setting (on site Payment tab): Signature is required

The ECM work was completed in the 2019-09-11 ECM release.

Path: Edit a site > Areas > edit an area

• Select override site payment signature setting
• Signature required: When Yes is selected, select a signature type: Chit or Screen 

Area setting:

• If signature on screen is required, the screen will show the signature area

• If signature on chit is required, the receipt will print with a signature line

• If signature is not required, receipt will not print for signature and screen will not display signature area 

Sample reduced-length kitchen chit with seat numbers: 

Path: Concept > Settings >Check Settings

• If feature toggle is enabled, the following options will display: 
   
  [ ] Print non-priced components and serving options
  
  [ ] Print priced components and serving options
  
  If option is selected, add dropdown options
  
  Print prices [default]
  
  Don’t print prices

Checks will print in accordance with the settings configured for the concept. 

Examples:
Print price components and serving options is selected  

• Print prices on components and serving options 
  
• Don't print prices on components and serving options 
  

Path: Edit a site > Reports 

• Setting: Finalize unfinished transactions to payment type 
  
  • Options; 
    None (Default)
    Cash 
    Alternate payment types

At the close of the business date, unfinished transactions will be closed to the specified payment type and reported on the relevant reports. 

App reports: Daily Sales Report, Cashout Report 

ECM Reports: Payment Listing Report, Daily Sales Report 

• Cashout report - Payments and Refunds specify payment media type and totals 
  
• Printed report - Payment Listing specifies payment media type and totals 
  

Previous date control: 

Improved to single date selection: 

Daily Sales report on app and in ECM show cover counts and net sales per count.

Path: Edit a site > Guest Facing

• New setting: 
  Kiosk prompt [Enter text for prompt]
• Default: Please enter your table tent number

The prompt will display on the guest facing app when the guest taps "I want to pay." The guest enters the requested information and taps Confirm. 
Field is required and will display an alert message if left blank. 

Staff login screen shows menu items availability: 

Information added to Staff Login screen: 

• NSOE version number 
• iOS version number 
• Device name 
• Location device is attached to 
• Support phone number 

Path: Financial > Adjustment Reasons > Add/Edit Adjustment Reason 

• Settings added:
  • Allow discount to be applied multiple times to a single item 
    • Example: Five guests order the "Adult lunch" meal. This setting allows the coupon to be scanned or entered once and apply to all five Adult lunch orders. 
  • Always apply to all eligible items on a check when coupon is scanned 
    • Example: Several different items are ordered that qualify and are eligible for a discount. 
      When this setting is selected and a coupon is scanned or entered, the discount is applied to all eligible items
      If the setting is not selected, the discount is only applied to the first eligible item. 

• Moved the Sites Allowed Adjustment settings to a new Sites tab
  
• Moved the Menu Item Categories settings to a new Menu Item Categories tab 
   

• Order more than one of the same menu item
• Tap the coupon icon to launch Redeem Coupon window
  
• Enter the coupon code; tap Redeem
• The discount will be applied to each instance of the same menu item

• Order several different items that qualify for a discount (per coupon rules) 
• Tap the coupon icon, enter the Coupon Code and tap Redeem

There are two parts to this improvement: 

• Combo: Modify a combo by tapping the  next to the combo name, then Modify

  • Can revise qualifier selections on the customization screen

• Replaced the 2nd "Alex item" with "Item 1 (no mods)"

• Qualifier in a combo: Modify a qualifier by tapping the  next to the qualifier name, then Modify

  • Can change components, serving options, component’s serving options

Path: Products > Menu items . edit a combo menu item 

• Edit a combo and go to the Qualifiers tab
• Under Menu Items, select a default for each qualifier desired 

• Tap the combo; the default qualifiers will be selected

• Tap Add to Order to accept the defaults

If no default has been selected for a qualifier, the qualifier must be selected from the customization screen. 

Exclusive discount 

Minimum check subtotal 

For qualification only 

Qualifier Price Rule 

Help text 

• Exclusive discount

• Minimum check subtotal
  User will be notified if the check subtotal fails to meet the minimum to qualify for the discount, 

Quick-pay buttons rearrangement 

• On the Location Menu, tap Check Search

• Search by customer name (partial or full) 

• Search by guest identifier (partial or full) 

• Search by phone number (partial or full) 

• Tap a quick-pay button for payment 

• Tap Print Receipt 

Use existing settings to:

• Configure area to prompt for CC pre-auth to start a tab
• Configure location(s) to all CC Pre-Auth 
• Configure PAX device (Edit a site > Devices > Device Peripherals > Available Payment Devices) 

Path: Edit a site > edit an Area 

• Select: Prompt for CC pre-authorization to start a tab 

Path: Area > edit a location 

• Select CC Pre-Auth 

• Click Start Tab from either Ordering Menu or Location Manager 

• CC Pre-Auth pops up and PAX device automatically initiates to receive credit card 

Path: Menu item > add or edit screen

• Select: Guest-facing: Use checkbox modifications 

Sample screens

• Select components for the menu item

• Select serving options 

• Confirm order 

\

Clear selections and start again 

Path: Edit a site > Printers 

• Select: Compulsory cash drawer 
  
  • This setting can be applied when using one drawer only. 

Sample screens

• User logs in with cash drawer open 

• User taps No Sale during order; drawer opens 

• User performs cash transaction and taps Finalize with drawer open

• Other scenarios that prompt message:
  • Session is moved to another table with an open cash drawer
  • Detach from one location and attach to a location with an open cash drawer
  • Attach to an alternate location with an open cash drawer
  • Reopen check on location with an open cash drawer

Job setting

Path: Users > Jobs > Workflow

• Select: Do not suggest combo last

Menu item setting 

Path: Product > Menu Items > edit combo menu item 

• Select: Do not prompt combo last 

• Order items that can make up a combo 

• After ordering and tapping Payment, combo is not suggested 

• If Job setting is NOT enabled, combo will be suggested

Quick-pay buttons are enabled by area

Path: Edit a site > Area > General 

• Select: Show payment buttons on order screen 

Quick-pay buttons allow user to select payment method and go immediately to Payment screen. The selected payment method  determines the payment workflow. 

• For example: Tap Credit Card quick-pay button; credit card workflow is presented
• The Gift Card quick-pay button presents the gift card payment workflow in a similar manner 

• Next Dollar will round the check total to the next dollar and apply that amount for payment

• The cash buttons (Cash, $5 Cash, $10 Cash, $20 Cash) will apply the amount per the button selected 
• Adjustments will present the Adjustments screen to select the adjustment type
• Alternate will present the Alternate payment workflow to select the alternate payment to apply

Path: Products > Menu Items > add/edit a combo menu item 

• Set a Start Date and time; set an End Date and time 

If current date is within the start date and end date range, the combo will be available to order. 

Precondition: Scanner must be configured (settings already exist) 

Path: Edit a site > Peripherals > Scanners

• Add scanner if needed 

Path: Edit a site > Devices > Device Peripherals > Available Scanners

• Select scanner

• Order items applicable to offer and send to kitchen (Tap Send Now)

• Scan barcode

• Offer is applied

• Complete payment 

Menu items and adjustments should have barcodes configured to allow them to be scanned. 

Path: Products > Menu items >add/edit menu item 

Path: Financial > Adjustment reasons > Add/edit adjustment reason 

The scanner icon appears at the top of the screen. 

General workflow 

Order an item

• Tap the scanner icon
• Scan the QR code with the iPad camera (hover camera over code)

• Item is added to order 

Gift card sale

• Tap gift card reload menu item button, select amount and tap Reload
• Tap scanner icon and scan QR code of the gift card number
• Amount is reloaded to card 

Gift card redemption

• Order items, tap Payment 
• Tap scanner icon, scan gift card QR code and tap Apply Payment 
• Gift card payment is applied to order

Gift card inquiry

• Tap Card Inquiry (location menu), tap scanner icon, scan gift card code
• Card inquiry will show card information 

Requires job permission to allow job to perform multi-check transfer to another user

Path: Users > Jobs

• Select: User is allowed to access multi-check transfer

Requirements:

• Only active checks (not finalized) will be available to be transferred

• Checks can only be transferred to a user with a session for the current day

Workflow:

• Cashier Menu: Tap Multi-check Transfer

• System displays a list of active checks eligible for transfer

• Select checks to be transferred

• Tap Transfer

  

• Select user from Select New Check Owner pop-up

• Tap Done to close pop-up (or Cancel to close without making change)

• New owner for selected checks is shown on Multi-check Transfer window

• Click Done to close transfer window

Path: Edit a site > Staff Facing > General 

• Select: Allow menu item coursing 

Path: Edit a site > Kitchen 

• Select: Print items by course in the kitchen 

Path: Categories 

• Create Prep Course and Prep Categories 

Path: Products > Menu Items 

• Select Prep Category for menu items

• To send by course, order menu items
• Tap  and tap Select Course
• Select the items to be sent to the kitchen and tap Send Now

• The selected items are sent to the kitchen (green indicator); the other items remain unsent (red indicator) 

• Kitchen chit for sent items prints in kitchen 
  
• Unsent items remain available on Select Course window

• Items can be dragged to a different course using the drag icon 

• Tap Send Now to send selected items to kitchen; selected items will print on kitchen chit  

• Items can also be changed to a different course by selecting items, tapping Change Course and selecting a course

Improved message: 

Path: Categories > Menu Item Categories

• Edit a menu item category
• Setting is not selected: Display in staff UI 

• Setting is not selected in Menu Item Categories grid (example: Beverages, Sides) 

• On the application, the "hidden" menu item categories are not shown in the menu item categories in the panel on the far right. 
• The qualifiers within a combo can still be ordered during the combo customization process. 
  Example: Beverage and Side are added to the combo. 

Enable new time clock interface:

• Tap Edit Settings (Cashier Menu) 
• Slide New Time Clock to enable
• Tap Save Settings & Close 

New Time Clock UI: 

Clock in by job 

Start/end breaks 

Time card details : Add time record 

Adjust time record 

Adjust job 

Add/Declare tips 

Revised Paid Out name to Paid Out/In on button and pop-up header

Updated nomenclature 

Path: Edit a site > Payment > Add Processor 

• Synergy added to card processors options 

• Complete fields to add Synergy processor 

Perform all loyalty and gift card payment functions as normal using Synergy as the card processor. 

Apply loyalty reward

Gift card payment 

Path: Edit a site > Staff Facing > Settings 

• Allow check memo 

Check memo icon: 

Add check memo before ordering

• Tap memo icon, enter check memo, save 

Memo on check search

Add check memos to two checks before sending to kitchen

• Tap memo icon, tap check #1, enter check memo, save
• Tap memo icon, tap check #2, enter check memo, save 

Edit memo

• Tap existing memo or memo icon 
• Edit, save 

Kitchen chit 

Path: Sites > Staff Facing

• Add setting:
  Show non-active menu items in menu manager

• Default: Not selected (only active items will be shown)

• Selecting the setting allows  non-active items to be shown 

• Combo is separated and adjustments can be made to just that combo without impacting the others 

• Payment screen is locked while payment is in progress. 
  (Screenshot from Windows user interface.) 

• Enter quantity available for component items in Menu Manager

• When component items ordered exceed the quantity available, an error message will advise which items have insufficient quantity

• Tap coupon icon (dots/dollar sign) at top of page to prompt Redeem Coupon window
• Enter coupon code, tap Redeem

• If coupon is not effective yet, a message will be shown: 
  Coupon cannot be redeemed. Offer is not yet available. 
• Tap Dismiss to dismiss window and return to order. 

Path: Produce > Menu Items > Add/Edit a combo 

• Select: Walk user through combo order 

• On Ordering Menu, tap combo to order. The customization screen will be shown with first menu item category selected and with menu item qualifiers for this combo. 
  In this example, the combo menu items are from the Food, Side and Beverage menu item categories. The first menu item category - Food - is selected and the menu items are shown. 
  User is prompted to select a food item. 

• After selecting a food item, the user is prompted to select a side item, then a beverage item to complete the combo 

• When all qualifiers are selected, tap Add to Order

Path: Financial > Adjustment Reasons > Add/edit adjustment reason 

• Select: Exclusive (no other discounts can be applied to the check) 

• Order an item, tap Adjustments, apply exclusive discount to item
• Attempt to apply another discount to item; error is shown and another discount cannot be applied

• After applying discount and sending items to kitchen, additional items cannot be added to the discounted check. 

Pre-condition: Menu item has cover count configured

• Using the vertical numeric keypad (between check panel and menu items), order a quantity of an item

• Cover counts on Daily Sales Report will reflect the correct number of cover counts 

• In ECM, the Daily Sales Report will reflect the correct number of cover counts. (In this example, a total of 21 cover counts were applied.) 

Path: Financial > Adjustment Reasons 

• Edit a comp adjustment reason; select the menu item categories this adjustment reason can be used on 
  Example: Comp 5 can be used on selected menu item categories but cannot be used for the Food menu item category 

• Order a menu item from the Food menu item category
• Go to Adjustments; tap Comp 
• Comp 5 is not available to be applied to the menu item from the Food menu item category 

Pre-conditions

Path: Users > Job > edit a job 

• Permissions are not selected: 
  • Can create delivery order 
  • Can create takeout order 

Path: Edit a site > Areas > Location 

• Available Order Type and Default Order Type are Takeout 

• User is unable to create Delivery or Takeout Orders on location; buttons are disabled 

• Cannot change order type to Takeout 

• Cannot move to a location that is not permitted 

Path: Products > Menu items > add/edit a combo menu item 

• Select: Auto Combo when applicable 
• Select a Qualifier Price Rule 
  • None
  • Lowest price
  • Highest price 

In this example: 

• Combo menu item: 2 Entrees for $25
• Qualifiers in combo: 
  • Side w/serving option A - $4.00 
  • Side w/serving option B - $5.00 
• Order menu items 

• Tap customer icon and enter customer account
• Tap Rewards; tap Redeem for 2 Entrees for $25

• Combo is created using the lowest-priced qualifier (option A) per Qualifier Price Rule 

• Payment screen

Path: Products > Menu items > add/edit a menu item 

• Menu item has PLU/Barcode Number 

Path: Edit a site > Devices > add/edit a device 

• Click Device Peripherals 
• Select a scanner to configure for use with the device 

• Attach to a kiosk location and tap Create a Dine-in Order to start order 
• Scan barcode for menu items using the external barcode scanner configured for the device in use
• Items are added to the order 

Pre-condition: 

Slipstream (Midnite Express) is selected as the gift card processor 

• Tap Gift Card Cashout button 
• Enter/swipe/scan gift card 

• Tap Cashout 

• Card can be cashed out 

• Order items

• Tap Payment

• Split payment evenly in the bottom left.

• Pay for the first split with cash, applying a lesser amount than shown in the original split 

• The next split is adjusted accordingly 

• Order items and pay in full
• On Paid check screen, tap Add tip to add a tip or No tip to pay and complete check 

• Add tip: Swipe card when prompted. Tip screen will be shown. Select or enter tip amount. 

• Tap Next to complete tip payment.

• Text revised to "gratuity" 

• Attach to location that allows delivery mode
• Tap at bottom of check panel to switch to delivery (if not already in delivery mode)
• Order item
• Tap customer icon (blue head)
• Customer Details pop-up is shown with advisory text regarding address information 

• Tap Show All Available to show all menu items and components

• Select Menu Items; all menu items are selected 

• Select Menu Items and select Components; all menu items and components are selected 

• Tap to Show All Unavailable, then tap a menu. The items in the menu are shown by menu item category.