Concepts

1 Configuration
- 1.1 Add concept
- 1.2 Edit concept
2 Concept tab
- 2.1 Deploy to add logo to receipt
3 Settings tab
- 3.1 Check Settings
- 3.2 Reporting data
- 3.3 Account Feature Toggle Required
- 3.4 Offer Code Parsing
- 3.5 Account Feature Toggle Required
4 UltiPro tab
- 4.1 Exclude time records and time record adjustments from UltiPro by job

The Concepts page shows the restaurant or business concepts for a company. A single restaurant concept can be composed of one or more individual sites.

The user can add a concept or make changes to a concept. Any concept-level changes made here apply to all sites within the concept.

To access the Concepts page, go to Sites > Concepts

Item	Description

Item	Description
Web Deploy has moved to a new location	Click link to go to publish page for Concepts Use Search field to search by concept name Select concept(s) to publish; click Publish
Add Concept	Click to open the Add Concept window
Save Changes	Click to save changes
Cancel Changes	Click to discard changes
Search	Search for a concept (alpha/numeric entry)
Concept Name	Column can be sorted ascending or descending Column can also be filtered to show a subset of records
Edit concept	Click edit icon (pencil) to open the Edit Concept window

Configuration

Add concept

Click Add Concept
Enter the Concept Name in the window
Click Save to save the entry or Cancel to cancel the entry; both actions will close the window and return to the main screen
Click Save Changes on the main screen to save or Cancel Changes to cancel any actions

Edit concept

Click the edit icon (pencil) to open the Edit Concept window

Concept tab

Logo Settings

Name - Add/modify name
To add a logo:
- Image file must meet the image requirements specified
- Click Select file to find and upload a file
- When the file has been uploaded, the status bar will show Done with a checkmark
- Click Save to save changes or Cancel to cancel changes
To delete a logo:
- Select Delete logo
- Save

Deploy to add logo to receipt

After adding and saving the logo, publish to the site(s) with Deploy multimedia changes selected. The logo should then be displayed on the receipt.

Settings tab

Check Settings

Setting	Description

Setting	Description
Display on-screen checks in expanded format	Items with components, serving options, special pricing, etc., are expanded on the POS application to show detail on the check panel
Print non-priced components and serving options	Non-priced (zero-priced) components and serving options are printed on the receipt
Print priced components and serving options	Priced components and serving options are printed on the receipt. (See sample above).
Print/don't print prices dropdown	Admin can choose to print or not print prices for priced components and serving options.

Reporting data

Setting	Description

Setting

Description

Send sales data when there are check changes

Account Feature Toggle Required

This setting will only appear when the account feature toggle is enabled:
4.3 Real Time Data to Data Services

Contact your NorthStar representative to have this setting enabled for your account.

This setting allows data to be shown on reports in ECM in real time (as specified actions are made).

When "Send sales data ..." setting is selected, transactional data is exposed in real time in the data service on the following actions in NorthStar Order Entry application: send, submit, print, pay, finalize and refund check.
When this transactional data is exposed in the data service, the data becomes available on the reports in ECM in real time
- Example:
  Order items
  Submit order
  Go into ECM > Reports > Items Summary Report
  Result: The ordered items are reflected in the Items Summary Report in real time

If the setting is NOT selected, the transactional data will be available in the reports after the end-of-day

Offer Code Parsing

Setting	Description

Setting

Description

Use proprietary Paytronix workflow for scanned QR codes. (Not for general use.)

Paytronix workflow

Concept setting to trigger a specific workflow for parsing QR codes (coupon redemption). (This workflow is not for general use.)

When setting is selected, the system will apply the designated Paytronix workflow when a QR code is scanned for redemption
Four types of QR codes are supported:
- Account number-based discount: 6-character offer code followed by an 8- or 12-digit account number.
- 14-digit alpha-numeric code without any offer code
- Generic discount with only a 6-character offer code
- 12-digit Paytronix account number

Internal parsing engine code. (Not for general use.)

[textbox]

Account Feature Toggle Required

The internal parsing engine setting will only appear when the account feature toggle is enabled:
4.8 Enhanced adjustment, combo, coupon parsing

Default: Off

Contact your NorthStar representative to have this setting enabled for your account.

When feature toggle is enabled:
- Internal parsing engine code textbox is shown on the Concept page
- Select setting and enter parsing engine code in textbox (max. 50 characters)
- When a value is entered in the internal parsing engine code field, anything that is not an adjustment, menu, type 2 code or provider menu will be considered a coupon code. Users can build complex adjustments such as BOGO, minSpend, exclusive, and lesser.

UltiPro tab

UltiPro provides workforce management software and can be integrated with NorthStar Order Entry.

Account feature toggle required for this functionality: Enable UltiPro API integration
Contact your NorthStar representative to have this setting enabled for your account.

Click Active checkbox
- Note: If an account has multiple concepts, only one concept can be configured for UltiPro and marked Active . All concepts in the account will inherit the UltiPro settings created in the Active account.
Complete each field:
- Client access key
- User access key
- User name
- Password
- Report paths - Reports are pulled from UltiPro using the access keys and the user name and password
  - Report path: New hires - Path to pull report from UltiPro
  - Report path: Employee updates - Path to pull report from UltiPro

UltiPro settings continued
- Frequency in minutes - Timing for report information to be pulled
Time Record Export
- FTP Server - The server hosting the time records and time record adjustments files that UltiPro will pick up/listen to
- FTP SSH Host Key Fingerprint - Also known as RSA Key. Ensures that the client is connecting to the correct FTP server.
- User name
- Password
- Path: Time Records - The folder in the FTP server where the files will be uploaded
- Path: Time Record Adjustments - The folder in the FTP server where the files will be uploaded
- Frequency in minutes - Timing for report information to be pulled

Exclude time records and time record adjustments from UltiPro by job

User data (time records and time record adjustments) can be excluded by job from being exported to UltiPro.

To exclude user data for a job from export, select the job permission "Do not send user data to third party."

Note: If a user works multiple jobs, their user data is only excluded from a job with the "Do not send ..." permission selected. User data from other jobs will continue to be exported.