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Data Management

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2025-06-30 | 3.10 Data Management

Refer to Change Tickets: CHANGE-12364 and CHANGE-12538 when speaking with a Team Member about this release.

Component

Current Version

New Version

API

3.10.177-7

3.10.189

DM Worker

3.10.14

3.10.15

UI

3.10.214-2

3.10.231-1

New Features

XDM-15797

API, DM Worker

Backend, UI

Added support for automatic generation of new calendars when calendar expiration date nears with the following actions:

  • Consume Portal setting for value of Generate Calendars Automatically field

  • If Generate Calendars Automatically field is true, then on first calendar day of each month system checks for created calendars for next year for current company

  • Check for calendars includes criteria as follows: Site Mappings; End Date; Calendar Type; Company Calendar

  • If no calendars for next year that are same type as current calendar, new calendar automatically generates based on following criteria: Site mapping; Calendar type; Occurrence; Payroll Period Closure; Year; Company Calendar; Name; Description; Start Date; Weeks; End date; Periods

XDM-31092

API, UI

Process, Backend, UI

Enhanced management of Pricing Rule modal with new navigation bar implementing the following functionalities:

  • Display following fields in General tab: Name; Tax Inclusive; Price Adjustment; Adjustment Value; Roll-Up Price

  • Order Sources tab contains elements Order Source Conditions and existing Order Sources field

  • If Order Sources field is set to Only The Following, these elements display under Order Sources field: Included Order Sources grid; Add Order Sources button; blue info message

  • Clicking Add Order Sources button opens Add Order Sources modal

  • Add Order Sources modal contains following elements: Add Order Sources grid; Cancel button; Add [N] Order Sources button

  • Time Periods tab contains elements Time Period Conditions and existing Time Periods field

  • If Time Periods field is set to All Time Periods, these elements display under Time Periods field: Included Time Periods grid; Add Time Periods button; blue info message

  • Clicking Add Time Periods button opens Add Time Periods modal

  • Add Time Periods modal contains following elements: Add Time Periods grid; Cancel button; Add [N] Time Periods button

  • Price Points tab contains elements Price Point Conditions and existing Price Points field

  • If Price Points field is set to All Price Points, blue info message displays

  • If Price Points field is set to Only The Following, these elements display under Price Points field: Included Price Points grid; Add Price Points button; blue info message

  • Clicking Add Price Points button opens Add Price Points modal

  • Add Price Points modal contains following elements: Add Price Points grid; Cancel button; Add [N] Price Points button

  • Add Price Points grid contains one column with properties Price Point Name and Price Point ID

  • Destinations tab contains elements Destination Conditions and existing Destinations field

  • If Destinations field is set to All Destinations, blue info message displays

  • If Destinations field is set to Only The Following, these elements display under Destinations field: Included Destinations grid; Add Destinations button; blue info message

  • Clicking Add Destinations button opens Add Destinations modal

  • Add Destinations modal contains following elements: Add Destinations grid; Cancel button; Add [N] Destinations button

  • Add Destinations grid contains one column with properties Destination Name and Destination ID

XDM-36946

API, UI

Backend, UI

Added info message functionality to notify administrators of IP address conflicts/duplications.

XDM-39723

API, UI

Backend, UI

Enabled administrators to view active Templates for Event/Usage Types with the following actions:

  • Enhance message display when user attempts to assign more than one Usage Type per Event Type per Active Site

  • Clicking Download.csv file button downloads information about Notification Templates where mapping/configuration conflict exists

  • Downloaded .csv file contains following grid structure: Notification Template Name, Usage Type Name, Event Type Name, Site Name

XDM-40109

API, UI

Process, Backend, UI

Enabled administrators to configure preferable Point Of Sale devices by adding new Target POS setting with dropdown to identify which POS application that online orders will be routed to.

XDM-40266

UI

UI

Enhanced Order Ready screen header display.

XDM-40463

API, UI

Process, Backend, UI

Enabled Quick Registration functionality for Loyalty Customer by adding new Quick Registration toggle in Loyalty Company/Site Preferences.

Improvements

XDM-39647

API, UI

Process, Backend, UI

Price changes for multiple items save successfully.

XDM-40141, XDM-40218, XDM-40236, XDM-40315, XDM-40344, XDM-40368, XDM-40407, XDM-40477, XDM-40496, XDM-40693

API, UI

Backend

XDM-40204

API, UI

Process, Backend, UI

Price removals for products save successfully.

XDM-40299

API, UI

Backend, UI

Delete Scheduled Changes button functions successfully.

XDM-40303

UI

Backend, UI

Prices round up correctly.

XDM-40320

API, UI

Backend, UI

Site preferences override company preferences as expected when Automatic Shipping Upcharge is enabled in company preferences.

XDM-40337

API, UI

Backend, UI

User can successfully configure time period date range in Create Time Period form.

XDM-40346

API, UI

Process, Backend, UI

New range and site assignments save successfully in Child-Item Pricing Rules.

XDM-40444

API, UI

Backend, UI

A range or Varies value display accurately if Tax Definition values are different for each site.

XDM-40492

API, UI

Backend, UI

Tags assign to correct products after tags removed.

XDM-40579

API, UI

Backend, UI

Values display accurately in Product Tax Group main dropdown. Done button is disabled as expected and error message displays as expected.

XDM-40580

API, UI

Backend, UI

Active toggle displays with Varies value as expected in Modifiers.

2025-06-05 | 3.10 Data Management

Refer to Change Ticket: CHANGE-12391 when speaking with a Team Member about this release.

Component

Current Version

New Version

API

3.10.150-3

3.10.177-7

UI

3.10.173-2

3.10.214-2

New Features

XDM-33198

API, UI

Process, Backend, UI

Enhanced efficiency by enabling administrators to restrict Order Sources for Bundle Components with the following actions:

  • Add new Order Sources section to Bundle Components

  • Add Availability tab to Bundle Templates with Availability Conditions section

  • Transfer Custom Component functionality to updated modal

  • For both Custom Components and Bundle Templates, Availability Conditions section contains table with functionality to manage Allowed Order sources

  • Order Source Availability modal displays when user edits Order Sources

XDM-36946

API, UI

Process, Backend, UI

Enabled administrator notification and viewing of IP address conflicts/duplicates with the following actions:

  • Condition for searching for IP matches is limited to active peripherals with connection_type=lan or genius_http

  • Add ability to generate CSV report showing IP address conflicts/duplicates

  • When conflict/duplicate is detected, info message reads More than one device shares the same IP address at the same site. Click the link to view a report showing the IP address conflicts by device type, grouped by site Here.

  • When user clicks link in info message system generates CSV file detailing IP address conflicts/duplicates, with automatic upload to user device

XDM-38238

API, UI

Process, Backend, UI

Increased kitchen efficiency by adding new setting Suppress Items not claimed by Upstream Screen to Basic Kitchen screen create/edit form.

XDM-38334

API, UI

Process, Backend, UI

Enabled administrators to refresh all stations with latest configuration settings with new Toggle setting Refresh Configurations for All Stations in General popup menu.

XDM-39631

API, UI

Process, Backend, UI

Enabled administrators to select type of Tax Exempt ID on Point Of Sale keyboard with new dropdown Tax Exempt ID Keypad in Ordering section.

XDM-39683

API, UI

Process, Backend, UI

Disabled use of SMS notification in Inventory Order and Inventory Transfer notification templates.

XDM-39811

API, UI

Process, Backend, UI

Enabled administrators to configure loyalty options for reporting by adding new Loyalty setting with Toggle On/Off functionality to Reporting Layout grid.

XDM-39874

API, UI

Process, Backend, UI

Added support for staging mode functionality to identify a product as not ready for production with the following actions:

  • Add new setting Staging to Availability section in Ordering Settings create/edit Product form

  • Staging setting has Toggle On/Off functionality with tooltip reading Determines if this Product is ready to be used in stores or is currently being staged

  • Staging setting features bulk editing capability

XDM-39947

API, UI

Process, Backend, UI

Enhanced display of the following Inventory Order/Transfer Notification Templates:

  • Inventory Order Acceptance

  • Inventory Order Rejection

  • Inventory Order Cancellation

  • Inventory Transfer Acceptance

  • Inventory Transfer Rejection

  • Inventory Transfer Cancellation

XDM-40023

API, UI

Process, Backend, UI

Enabled administrators to define recall screen inactivity timer duration with the following actions:

  • Add Recall Screen Inactivity Timer setting to General Kitchen Settings

  • Setting type is numeric input field

  • Maximum value is 20 minutes; minimum value is 0 second. Default value is 30 seconds

  • Tooltip reads The amount of time before the system switches from the recall screen back to normal operations due to inactivity

XDM-40052

API, UI

Process, Backend, UI

Enhanced reporting functionality by adding new IRIS Payroll Summary report to Report Options, with the following parameters and default values:

  • Report (IRIS Payroll Summary)

  • Custom Navigation Title (IRIS Payroll Summary)

  • Custom Report Title (IRIS Payroll Summary)

  • Execute Automatically (No)

  • Report Category (Payroll)

  • Calendar Type (Payroll)

  • Default Date (Current Period)

XDM-40054

API, UI

Process, Backend, UI

Enhanced consistency of venues inventory item/recipe/product formatting and currency with the following actions:

  • Apply Regional Settings Currency Setting to Inventory Item Module featuring Unit Cost

  • Apply Regional Settings Number Formatting to Inventory Item number fields

  • Apply Regional Settings Currency to Recipe module, featuring Unit Cost, Ingredient Cost, Adjusted Cost, Recipe Price

  • Apply Regional Settings Number Formatting to Recipe number fields, featuring Unit Cost, Ingredient Cost, Adjusted Cost, Linked Product Price

  • Apply Regional Settings Currency to ¶¶Òõ Cost Module

  • Apply Regional Settings Number Formatting to ¶¶Òõ Unit Cost, Ingredient Cost, Adjusted Cost

XDM-40067

API, UI

Process, Backend, UI

Enabled venue operators to configure visual alert timeout duration for new transfer requests with the following actions:

  • Add new field Pending Request Alert to Inventory Transfer section

  • When Toggle is set to On, field label reads Alert Color Change Timeout

  • Tooltip reads Set the time (in minutes) after which pending transfer requests will change alert color from green to red

XDM-40093

API, UI

Process, Backend, UI

Enabled option to prevent deleted child items from being shown when reducing child item quality to 0 with new setting Show Deleted Child Item for Open Orders to Kitchen Screen Settings.

XDM-40128

API, UI

Process, Backend, UI

Enabled site administrators to send refund receipt for shipping orders by adding new Refund Receipt - Retail Shipping email template to Notification Templates.

XDM-40187

API, UI

Process, Backend, UI

Enabled customer notification of card declined for pre-authorization by adding new Order Pre-Auth Failure template to Notification Templates.

XDM-40239

API, UI

Backend, UI

Updated tooltip in Ordering Unit dropdown to read This unit will be used on Purchase orders. * indicates the default ordering unit. * is displayed on default ordering unit.

XDM-40240

UI

Backend, UI

Added functionality enabling Point Of Sale users to switch color themes with the following actions:

  • Add new Allow Switching Themes on POS setting to existing and newly created Terminal Schemes, with the exception of those where ¶¶ÒõOrdering Relay is the selected Business Operation

  • Toggle On/Off functionality is accompanied by tooltip Determines if switching between themes is allowed by POS users

  • If custom Point Of Sale themes are selected in Theme dropdown, Allow Switching Themes on POS is disabled

XOO-10318, XOO-40152

Menu Engine

Process, Backend, UI

Enabled administrators to restrict Order Sources for Bundle Components through the following actions:

  • Validate Order Source availability of Bundle Components and save only those relevant to Order Source value of Menu

  • When include_inactive parameter is true in Menu configuration, consume Bundle Components separately from Order Source

  • Update Pricing Menu to consume Bundle Components respective to Availability by Order Source

  • Save respective Order Source value of Bundle Components in Menu data

  • Order Sources tab contains elements Order Source Conditions with Order Sources field

  • Add Order Sources modal contains following elements: Add Order Sources grid, Cancel button, Add [N] Order Source(s) button

  • Time Periods tab contains elements Time Period Conditions with Time Periods field

  • Add Time Periods modal contains following elements: Add Time Periods grid, Cancel button, Add [N] Time Period(s) button

  • Price Points tab contains elements Price Point Conditions with Price Points field

  • Add Price Points modal contains following elements: Add Price Points grid, Cancel button, Add [N] Price Point(s) button

  • Destinations tab contains elements Destination Conditions with Destinations field

  • Add Destinations modal contains following elements: Add Destinations grid, Cancel button, Add [N] Destination(s) button

Improvements

XDM-36525

API, UI

Process, Backend, UI

Active Packages created through partner service filter and sort successfully.

XDM-36786

API, UI

Process, Backend, UI

Active toggle performs successfully in Availability section of Tax Definition.

XDM-38199

API, UI

Process, Backend, UI

User cannot delete Product with tag from Component Options ¶¶Òõ table after saving. Remove button is disabled as expected.

XDM-38722

API, UI

Backend

Cart error message displays accurately.

XDM-39202, XDM-40218, XDM-40236, XDM-40407, XDM-40417, XDM-40550

API, UI

Backend

XDM-39416

UI

UI

Add Condition button displays accurately on Validation Format create/edit form.

XDM-39544

API, UI

Backend, UI

Language import updates with accurate translations as expected.

XDM-39748

API, UI

Backend, UI

Second created minor category displays with user-specified name as expected.

XDM-39759

API, UI

Backend, UI

Bulk field placeholders display accurately in custom and loyalty services.

XDM-39784

API, UI

Process, Backend, UI

Option to filter fees by range in Fee List displays and performs successfully.

XDM-39809

API, UI

Backend, UI

Search functionality performs successfully with Varies value.

XDM-39853

API, UI

Process, Backend, UI

Deployed Package is in Ready status as expected when updated object have Deployed and Ready statuses.

XDM-39860

API, UI

Backend, UI

Accurate field required validation message displays in Default Destination dropdown

XDM-39863

UI

UI

Orders and Orders Conditions modals display accurately.

XDM-39959

API, UI

Backend, UI

Duplicate option displays and performs successfully in New Inventory Location functionality.

XDM-39968

API, UI

Backend, UI

Tags display accurately in Site Availability modal.

XDM-39997

API, UI

Process, Backend, UI

New modifier with all 19 forms of nutrition data selected creates and deploys successfully.

XDM-40030

API, UI

Process, Backend, UI

Remove option is hidden as expected for seeded templates and available only in Custom Notification Template as expected.

XDM-40033

API, UI

Backend, UI

Accurate value displays in Site Preferences Value field in bulk view if calculation method varies across sites.

XDM-40036

API, UI

UI

New Value cell becomes active as expected after double-clicking.

XDM-40038

API, UI

UI

Values in New Value column in Pricing Updates display accurately.

XDM-40040

API, UI

Process, Backend, UI

User can successfully edit multiple Price cells in Pricing Updates by selecting multiple cells and entering copied price values.

XDM-40051

API, UI

Backend, UI

Price changes save successfully for non-English language selections.

XDM-40114

API, UI

Process, Backend, UI

User can successfully create new Package from Pricing section.

XDM-40116

API, UI

UI

Title Standard Price Recent Imports displays accurately when viewing Recent Imports.

XDM-40127

API, UI

UI

Asterisk marking Subject field as Required in Notification Templates displays accurately.

XDM-40135

API, UI

Backend, UI

Restore option displays accurately for deleted Notification Templates.

XDM-40136, XDM-40137

API, UI

Process, Backend, UI

User cannot create multiple Notification Templates with same value in Name field. Save button is inactive as expected and error message displays accurately. Name field value remains unchanged when Use Default Template button is clicked.

XDM-40139

API, UI

Backend, UI

Yellow cart boxes display accurately in Name and Description fields when changes are made to Package.

XDM-40144

API, UI

Backend, UI

Price field displays accurately in Modifier List Pricing when attempting to update.

XDM-40145

API, UI

Process, Backend, UI

No Delete option is available for default Order Sources.

XDM-40152

API, UI

Backend, UI

Text popup displays accurately when user attempts to remove an Order Source associated with a Terminal Scheme.

XDM-40177

API, UI

Backend, UI

Varies value does not display when Active toggle is turned off for multiple ¶¶Òõ.

XDM-40202

API, UI

Backend, UI

Inventory item threshold value copies successfully to multiple sites.

XDM-40208

API, UI

Backend, UI

User can successfully switch between sites in General Kitchen Settings without error message.

XDM-40209

API, UI

Backend, UI

User can only enter allowed maximum/minimum values for General Kitchen Settings fields that support minutes/seconds.

XDM-40238

API, UI

Process, Backend, UI

Changes to Order Source in Component Options save successfully.

XDM-40258

API, UI

Backend, UI

Header displays accurately in Edit Variation modal.

XDM-40300

API, UI

UI

Accurate text displays in Event Type field in Refund Receipt - Retail Shipping template.

XDM-40319

API, UI

Process, Backend, UI

Menu updates refresh successfully as expected.

XDM-40324

API, UI

Backend, UI

Deleted menu categories do not cause bundle components to have null menu category IDs.

XDM-40338

API, UI

Process, Backend, UI

Add Calculation dropdown displays and performs successfully when creating new Named Calculation.

XDM-40375

API

Backend

ref_modifier_entity_ids perform successfully during modifier group creation in cart.

XDM-40418

API, UI

Backend, UI

User-defined translations for Label field in Discount Definition translate accurately after adding tag/product.

XDM-40535

API, UI

Backend, UI

Notification Template updates to newest version after creating order as expected.

XDM-40536

API

Backend

Enhanced performance by improving caching process.