Features and Improvements - ECM Release 2021-08-18 (#199)

Add site via copy - Improvements

A new site can be created by copying an existing site and many of the site's existing settings (where applicable). The following improvements have been made to this process. 

OE-16076

Copy Site: Include menu print routing settings and area print route override settings when Printers is selected from Properties to be copied

When Printers is selected from Properties to be copied, the print route overrides settings (from each area) and the print routing settings (from each menu item) are also now copied.  

Print route override

Open

Print routing 

Open

OE-15865

Copy Site: Add Integration settings to list of Properties to be copied 

Integration properties have been added to the list of Properties to be copied when adding a new site via copy. When copying these integration properties, the following information is excluded from the copy; these are site-specific and must be configured after the new site is created: 

• HotSchedules -  store number

• Offer Provider - Fishbowl store ID, Barilla credentials 

• Web Ordering API - Chowly API key 

OE-15861

Copy Site: When copying a site, user can review and modify tax rate config before saving

Tax Rate settings can be modified when copying a site. 

• From the Sites page, select Add Site, then select Add site via copy. Select the site to copy. 

• Go to the Tax Rates tab. Configure the tax rates as needed for the new site. 

• Click Save to start copying the old site and create the new site with the tax rates modifications made. 

Payeezy Integration

OE-15946

Sites > Payments - NorthStar Pay - Add Payeezy as payment processor option 

NorthStar Pay now has two payment card options available: Braintree and our newest option, Payeezy. 

Path: Sites > Payments 

• Select Add Processor

• Under Card Processors on the Processor Selection pop-up, select NorthStar Pay.

• From the drop-down list, select Payeezy. 

• Select Active.

• Enter the information provided by Payeezy. 

Other

OE-16479

Drive-Thru Location: Create setting to prevent Drive Thru Orders screen from displaying after each order

Currently, after a drive-thru order is taken, the Drive Thru Orders check search screen automatically pops up.

This can be modified so specified locations in the Drive-thru area have the option to not display the Drive Thru Orders screen after orders are entered. This setting is location-specific and only applies to locations in the Drive-thru area.  

Path: Sites > Area > select Location 

• Select Do not display Drive Thru Orders screen 

OE-16316

Time Record Details report: Added setting to Show deleted records; deleted records shown with strikethrough 

With this improvement, the Time Record Details report can be set to show deleted records. The deleted records are displayed with a strikethrough on the time record values to indicate they are deleted records. 

• Go to Reports > Time Record Details 

• Select site(s) and date range

• Select Show deleted records 

• Refresh Report 

• Result: The deleted time records are shown with a strikethrough on the values 

OE-15849

Alternate Payments: Do not display NorthStar Pay setting if account does not have "Allow NorthStar Pay" feature toggle enabled 

The account feature toggle 4.8 Allow NorthStar Pay allows an account to use NorthStar Pay for payment when it's turned on/enabled.

If the feature is turned off (not enabled), NorthStar Pay is not available to be selected as an alternate payment. 

Path: Financial > Alternate Payment > edit Alternate Payment 

• If the NorthStar Pay feature is turned on, NorthStar Pay is available as an alternate payment. 

• If the NorthStar Pay feature is not turned on, NorthStar Pay is not available as an alternate payment. 

OE-15656

Area: Add ToGo.com selection and icon option 

Areas can be configured with specific icons to easily designate different areas at a glance. This improvement adds the ToGo.com icon option.