Features and Improvements - ECM Release 2021-11-09 (#229)

  

Note: Links to Order Entry documentation are accessible for public use. 
The active links for Issue and Summary are for internal use by CBS employees only.  

Issue No. 
Summary
Operation 

OE-16224

Area: New setting to automatically finalize checks when balance reaches 0 (Windows)

This feature is currently available on the NorthStar Windows platform only. (Not yet available for iOS.)  

Instead of tapping Finalize in the app after a check has been paid, an operator can set their site to automatically finalize checks when the balance is paid in full. If an order has more than one check (guests split checks, for example), when all checks are paid in full, the order is automatically finalized. 

ECM

  • Go to Sites > Areas
  • Select: Finalize check(s) automatically when paid in full 
  • Publish change


  • On the app, when the guest is ready to pay, tap Payment.
  • On the Payment screen, tap Apply Payment and pay the check in full.

  • The payment is applied, the check is automatically finalized and cleared from the location and the location is free for the next order. 

Refer to: 

Add an Area

General (Edit an Area)

OE-15922

Payment: Add Shift4 to payment processors available for NS Pay

NorthStar Pay and Shift4

Shift4 has been added to the list of payment processors available to be used with NorthStar Pay. 

  • Go to Sites > Payment. 
  • Select Add Processor; select NorthStar Pay.
  • In the Add Card Processor window, select Active and select Shift4 from the list of processors.

  • Enter the Auth Token (one-time use) provided by Shift4 and tap Request Access Token.

  • The Access Token field will automatically populate. 
  • Save

Online Ordering 

Shift4 can also be selected as the payment processor for online ordering. 

  • Go to Sites > Online Ordering
  • Select Shift4
  • Enter the Auth Token, Request Access Token
  • The Access Token field will automatically populate

Refer to: Payment

OE-16831

Staff Facing: Add setting to automatically send advance orders to the kitchen on scheduled date

When an advance order is scheduled for a date that is not the current date, this new setting will ensure the order is sent to the kitchen on the scheduled date. 

  • Go to Sites > Staff Facing 
  • Select Automatically send advance orders to the kitchen

Refer to: Staff Facing

OE-16725

Products/Print Routing - Confirmation window shows changes to be made when clicking Save

After making changes to Print Routing, the operator has an opportunity to review the changes on a confirmation window and confirm before the changes are saved. 

  • Go to Products  > Routing
  • Select site(s), menu categories and changes to menu items as needed. 
  • Click Save.

  • The confirmation window shows the changes to be made before saving. Each column in the grid can be sorted and filtered.
  • Review and click Confirm to save. 

  • After clicking Confirm, a message confirms the changes were saved. 

Refer to: Print Routing

OE-16691

Site Info: Add setting for Twilio phone number per site

To enable text messaging, a Twilio-issued phone number can be added for each site on the Site Info page. Text messaging is in several features: Dispatch Dashboard, Text to Pay and Text to Join Loyalty Program

  • Go to Sites > Site Info

  • Enter the Twilio phone number in Text Message Phone Number

    • Text box can accept numeric values and plus sign

    • Empty state: If there is no phone number in the textbox, the site will use the phone number set up in System Settings.
    • Error condition: If user enters invalid values (alpha, special characters), return an error message:
      Only numbers and plus sign (+) allowed for phone number.

Refer to: Site info

OE-16556

Area: Add setting to mask loyalty member information on guest receipt, kitchen chit and app screens 

Optional feature - Account feature toggle required

An account feature toggle must be enabled for your account to use this feature: 
Mask loyalty member info by area (app/receipt)

Please contact your NorthStar representative to have this feature enabled for your account.

On the Area page, when the setting Mask loyalty member info by area (app/receipt) is selected, the following information is masked on the guest receipt, kitchen chit and application screens: 

  • Last name: Show first initial of last name 
  • Email address: Show first 4 characters followed by asterisks
  • Address: Show first 4 characters followed by asterisks
  • City: Show first 4 characters followed by asterisks
  • State: Show asterisks only
  • ZIP code: Show asterisks only 
  • Card number: Show asterisks before the last 4 numbers 

Add an Area

General (Edit an Area)

Locations (Edit an Area)

OE-16963

ECM Reports: Server Sales and Tips report - Remove House data; revise formulas for Avg. Tip $ and Avg. Tip % 

Improvements: 

  • Removed House data previously reported on report 
  • Revised formulas for averages: 

    Avg. Tip $

    CC Tips divided by Total # of Checks w/Tips

    Avg. Tip %

    CC Tips divided by CC Sales w/Tips

    Refer to: Server Sales and Tips



ECM documentation updated per ECM release: 

Add an Area

General (Edit an Area)

Locations (Edit an Area)

Payment

Staff Facing

Print Routing

Site info

Server Sales and Tips