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2024 December: Feature Highlights

Data Management | Menu List UI Update

PRMA-5369

Updated the Data Management Menu List layout to improve user experience.

Affected Components:

  • 抖阴Data Management (XDM)

抖阴Data Management (XDM)

This update makes the following changes to the Menu List layout:

PRMA-5369_XDM_Menu_List.png

  • Added the following:

    • Menu List - New title at the top of the grid.

    • Showing N item(s) - New description detailing the number (N) menu items displayed per page.

    • Actions - From the Actions dropdown, select one of the following actions:

      • Edit - Make changes to the selected menu item.

      • Site Mappings - Make changes to the sites the menu is mapped to.

      • Remove - Delete the selected menu item.

    • Search - Find a specific menu based on keywords.

    • View - From the dropdown, select one of the following options:

      • Default View - Preview the the selected menu item.

      • Deleted Items View - View the list of menu items deleted.

      • Save as New View - Type the name of the view option and save it as a new view option.

    • Forward and Backward Arrows - Select to switch the active page.

    • 3-Dot Menu - From the dropdown, select one of the following options:

      • Unlink - Remove the link associating a child item to a parent item. Only available for Menu Categories and Menu Item Groups.

      • Duplicate - Create a copy of the selected menu item.

      • Move Up - Move the item up in the list. Only available for Menu Categories and Menu Item Groups.

      • Move Down - Move the item down in the list. Only available for Menu Categories and Menu Item Groups.

      • Move to Top - Move the item to the top of the list. Only available for Menu Categories and Menu Item Groups.

      • Move to Bottom - Move the item to the bottom of the list. Only available for Menu Categories and Menu Item Groups.

      • Add Menu Category - Add a category to a menu. Only available for Menus.

      • Add Menu Item Group - Add a menu item group to a menu category. Only available for Menu Categories.

      PRMA-5369_XDM_3-Dot_Menu_Options.PNG

  • Changed the verbiage of Create Menu to New Menu.

Data Management | Technical Improvement

PRMA-5442

This update streamlines the data requests approach in 抖阴Data Management (XDM).

Affected Components:

  • 抖阴Data Management (XDM)

抖阴Data Management (XDM)

This update improves the site / company level assignments for consumed DM entities. Removed 抖阴Data Management (XDM) requests for some of these entities by storing them in 抖阴Back Office (XBO) code.

Kitchen | Optimized Cell Content

PRMA-3352

Optimized kitchen cell content to improve speed-of-service by minimizing white space and optionally retaining modifiers with their respective parent items.

Update

Description

Retain Child Items with Parent in Same Column

Configure kitchen screens to force parent items to appear in the next column if necessary to keep parent items together with their modifiers / child items in the same column on the display.

Kitchen Screen Settings

Configure the following settings from the Cell Body section of the Cells page of Kitchen Screen Settings:

  • Retain Children with Parents with the Same Column - Determines if child items are displayed in the same column as their parent item with respect to the Minimum Percentage Before Overflow setting.

  • Minimum Percentage Before Overflow - Specify the minimum percentage of an item鈥檚 content to display in the current column before forcing it to begin in the next column.

    For example, if the setting value is 30, and 75% of the item content overflows into the next cell, then the whole item is moved to the next cell.

Kitchen Cell Tear

Improved the kitchen cell tear indicator that is displayed when an order flows into the next row/column.

In Row view, there is no longer any empty white space when only the cell footer is displayed in the next row.

Affected Components:

  • Data Management (XDM)

  • Kitchen (XKM)

Kitchen | Sorting and Priority for Printing and Screens

PRMA-5083

This adds the ability to sort, display priority, and consolidate identical order items on the 抖阴Kitchen Management (XKM) screens and when printing a receipt from a 抖阴Point of Sale (XPOS) or XKM terminal.

Affected Components:

  • 抖阴Data Management (XDM)

  • 抖阴Kitchen Management (XKM)

  • 抖阴Point of Sale (XPOS)

抖阴Data Management (XDM)

  • Added the ability to consolidate items so that kitchen staff receives them in a single multi-quantity order for preparation.

    • Added new dropdown for Identical Items Print Method to the the following:

      • Company/Site Preferences - The following options are available from the Identical Items Print Method dropdown:

        抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Data Management 鈫� Ordering Settings 鈫� Settings 鈫� Preferences 鈫� Company/Site Preferences 鈫� Ordering Application 鈫� Printing

        • As Received - Items are printed in the order they were received.

        • Combine Like Elements - Items with similar attributes are printed as a group.

        PRMA-5083_XDM_Company-Site_Preferences_Printing_Identical_Items_Print_Method.png

      • Receipt Template preferences - From the Identical Items Print Method for Receipt popup, select the Value for each site:

        抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Data Management 鈫� Ordering Settings 鈫� Settings 鈫� Receipt 鈫� Receipt Template 鈫� [Select a Receipt Template] 鈫� Options and Sorts

        • Inherit Site Settings - Items are printed in according to the settings specified in the Company/Site Preferences.

        • As Received - Items from the site are printed in the order they were received.

        • Combine Like Elements - Items from the site with similar attributes are printed as a group.

        PRMA-5083_XDM_Receipt_Receipt_Template_Identical_Items_Print_Method.png

  • Add the ability to sort items by Ascending or Descending on XKM screens and receipts.

    抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Data Management 鈫� Ordering Settings 鈫� Settings 鈫� Preferences 鈫� Company/Site Preferences 鈫� Ordering Application 鈫� Ordering

    PRMA-5083_XDM_Company-Site_Preferences_Ordering_Item_Sort_Order.png

  • Added Sorting section for the following receipt templates:

    抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Data Management 鈫� Ordering Settings 鈫� Settings 鈫� Receipt 鈫� Receipt Template 鈫� [Select a Receipt Template] 鈫� Options and Sorts

    • Bump Chit

    • Final Receipt

    • TSR Receipt

    • Receipt

    • Guest Check

    • Refund

    • Waste

    The Sorting section contains the following options:

    • Parent Items

    • Child Items

    • Modifiers

    PRMA-5083_XDM_Receipt_Receipt_Template_Sorting.png

    From the dropdown of each option, the following sorting methods are available:

    • As Added - Items are sorted in the order they were added.

    • Display Priority - Items are sorted according the the assigned display priority.

    PRMA-5083_XDM_Company-Site_Preferences_Printing_Identical_Items_Print_Method.png

  • Added the option Alternate kitchen name to the Extra Print Elements to a Receipt Template. This is intended to consolidate items so that kitchen staff receives them in a single multi-quantity order for preparation.

    PRMA-5083_XDM_Receipt_Receipt_Template_Options_Extra_Print_Elements_Alternate_Kitchen_Names.png

  • Add the following settings to Kitchen Screen Settings for the Basic Screen type:

    抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Data Management 鈫� Kitchen Settings 鈫� Kitchen Screen Settings

    • Restrict by Child Product Tags

      • Toggle Yes to display only child items with any of the specified tags will be separated from their parents.听

      • Toggle No to separate all child items.

    • Child Item Tags - From the multi-select dropdown, select the tags of child items to seperate from the combo and displayed as a parent item in XKM.

    PRMA-5083_XDM_Kitchen_Screen_Settings_Basic_Screen_Type_Show_Children_as_Parent.png

  • Added the Template Helper which provides the most recent information about the template variables.

    抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Data Management 鈫� Ordering Settings 鈫� Settings 鈫� Receipt 鈫� Receipt Template 鈫� [Select a Receipt Template]

    1. From the Receipt Template configuration page, select the Content tab.

    2. From the top of the Content page. select Template Help.

      PRMA-5083_XDM_Receipt_Receipt_Template_Content_Template_Help.png

    Template Helper Example

    PRMA-5083_XDM_Receipt_Receipt_Template_Content_Template_Help_Template_Helper.png

抖阴Kitchen Management (XKM)

This update consumes the print template and sorting configuration from 抖阴Data Management (XDM).

  • Items on receipts are consolidated and sorted in a specific order based on the configuration settings in XDM.

  • Consumes the new setting for Child Item Tags for kitchen screens.

抖阴Point of Sale (XPOS)

This update consumes the print template and sorting configuration from 抖阴Data Management (XDM).

  • Items on receipts are consolidated and sorted in a specific order based on the configuration settings in XDM.

  • Updated existing Order-Object-based print templates with following Extra Print Elements:

    • Alternate Kitchen Name

    • Item Discount (selected by default)

    • Unit Price (selected by default)

    • Production ID

  • Added the following attributes to the kitchen template of an order object:

    • Always Print in Red

    • Segment ID

    • Item Discount Name

    • Item Discount Amount

    • Unit Price

Gift and Loyalty | Activate/Deactivate Entitlements

PRMA-5775

An Entitlement item is an 脿 la carte item sold for a specific privilege or event, such as an all-day restaurant pass, or admission to a VIP area.

With this update, the following fields are now included in the activateEntitlements and deactivateEntitlements payload requests:

  • terminal_number - The terminal number where the entitlement item was activated.

  • terminal_name - The terminal name where the entitlement item was activated.

Affected Components:

  • 抖阴Cloud POS (Ordering)

  • 抖阴Gift and Loyalty (XGL)

Gift and Loyalty | Fortress Request Enhancements

PRMA-5732

This update enhances the TRANSACTIONDETAILS request to Fortress based on the certification feedback.

Affected Components:

  • 抖阴Gift and Loyalty (XGL)

抖阴Gift and Loyalty (XGL)

Updated the TRANSACTIONDETAILS request to Fortress to include the following:

  • tHeaders - now includes total discounts and discount codes.

  • tItems - now includes tax value and discounts in total item price and past applied discounts codes.

Gift and Loyalty | French Translation Support

PRMA-5599

This update adds support for French translation to receipt texts from 抖阴Gift and Loyalty (XGL).

Affected Components:

  • 抖阴Gift and Loyalty (XGL)

抖阴Gift and Loyalty (XGL)

Added French as a prefered option to 抖阴Gift and Loyalty (XGL). Setting French as the prefered option can be done from the 抖阴Cloud Portal (XOP). When French is set as the prefered language, text in receipts from 抖阴Gift and Loyalty (XGL) are translated into French.

Gift and Loyalty | Multi Rewards/Pricing UI Enhancements

PRMA-5673

This update makes the following enhancements to the 抖阴Gift and Loyalty (XGL) service to improve the user experience when processing orders with multiple loyalty rewards and orders with combo pricing:

  • Improved XGL parsing rules for Payrtonix to be able to parse multiple loyalty rewards from a single-scan loyalty code. Previously, the parsing rule targets a single reward to be parsed from a single-scan code.

  • Improved the logic of how XGL sends combo items where child items have Rollup After Tax price. Child item prices with loyalty discounts are applied to the child item before tax and the price rolls up to the parent price. Because Paytronix configures discounts only, discounts applied to an a-la-carte item are not child items of the combo.

    • When a child item of a combo have Rollup After Tax price XGL splits the combo and sends all items as an a-la-carte item to Paytronix.

    • XGL uses the child item unit_price instead of the price from Paytronix.

Affected Components:

  • 抖阴Gift and Loyalty (XGL)

抖阴Gift and Loyalty (XGL)

  • Added a new service that responds to custom gift and loyalty requests with a predefined response for the following endpoints for Paytronix:

    • identifyCustomers

    • simulateAccrual

    • redeemReward

  • Added support for bundles with a Rollup after tax price for orders processed through Paytronix. The bundle is sent to the Loyalty provider as an a-la-carte item for rewards validation.

  • Added offer_id to the combo discount reponse.

Gift and Loyalty | Punchh Endpoints

PRMA-5637

The following functions are now supported by Punchh Loyalty API 1.0 and 2.0:

  • Customer loyalty lookup & rewards validation/redemption.

  • Single-use coupon validation/redemption.

  • Print barcode for points accrual.

  • Send non-loyalty orders to Punchh.

  • Include special rewards in customer profile.

  • Display eligible rewards.

  • Optionally add both loyalty customer and coupon to order.

  • Add customer's point balance to identifyCustomers response.

Affected Components:

  • 抖阴Gift and Loyalty (XGL)

Online Ordering | French Translation Support

PRMA-3692

Added support for French translation in 抖阴Online Orders (XOO).

Affected Components:

  • 抖阴Online Ordering (XOO)

抖阴Online Ordering (XOO)

抖阴Online Ordering (XOO) now supports French translations for 抖阴Menu Engine menu content.

POS | Bar Tab Incremental Preauthorization

PRMA-5718

This update adds a configurable incremental preauthorization to the Bar Tab Workflow of the 抖阴Point of Sale (XPOS). Incremental preauthorization is performed on the guest's credit card when the order total reaches a particular threshold. This feature ensures there are sufficient funds on the card as the order total increases.

Affected Components:

  • 抖阴Data Management (XDM)

  • 抖阴Payments Router (XPR)

  • 抖阴Point of Sale (XPOS)

抖阴Data Management (XDM)

抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Data Management 鈫� Ordering Settings 鈫� Settings 鈫� Company/Site Preferences 鈫� Ordering Application 鈫� Access

Added the following setting to manage incremental preauthorization for credit cards. This setting is only available when Enable Bar Tabs is toggled on:

  • Enable Incremental Pre-Auth - Toggle to the preferred value. When enabled, preauthorization of the credit card is performed each time the order total reaches a specified threshold.

    • Toggle Yes to enable this setting.

    • Toggle No to disable this setting.

When Incremental Pre-Auth is enabled, define the following setting:

  • Incremental Pre-Auth Method - From the dropdown, select the preferred method for performing incremental preauthorizations:

    • Current Balance Due - Preauthorize the card for the current order total.

    • Amount - Specify the maximum currency amount that is allowed for preauthorization.

      In the Incremental Pre Auth Amount field, type the currency amount.

    • Percentage - Specify the maximum percentage of the order total that is allowed for preauthorization.

      In the Incremental Pre Auth Percentage field, type the percentage.

PRMA-5718_XDM_Incremental_Auth_Preferences.png

Important

Incremental Pre-Auth is only permissible for certain MCC codes and may incur fees per authorization. Please confirm with your Merchant provider.

抖阴Payments Router (XPR)

In order to support incremental preauthorization through Global Payments Integrated (GPI) and FreedomPay, the following updates have been made:

  • Enhanced the authorization endpoint to allow editing of the latest authorization endpoint.

  • Created an interface that updates the current authorization endpoint.

抖阴Point of Sale (XPOS)

This update allows XPOS to consume the Incremental Pre-Authorization settings from the Company/Site Preferences in XDM.

POS | Customer Loyalty Profile Update

PRMA-5674

To improve communication between the cashier and the customer, the Customer Name tab on the Loyalty Customer Profile screen is updated.

The default width of the Customer Name tab on the Loyalty Customer Profile screen is 200px. If the customer name does not fit on the first line, the name is continued on the second line. If necessary, the tab is resized to accommodate the full name.

Affected Components:

  • 抖阴Cloud POS (Ordering)

POS | Restricted Access for Payment Types

PRMA-5235

This update adds the ability to restrict access (bt user role) to specific payt types an effort to secure use of payment methods that are error-prone or sensitive to fraudulent behavior.

Affected Components:听

  • 抖阴Data Management (XDM)

  • 抖阴Point of Sale (XPOS)

抖阴Data Management (XDM)

Added the Roles tab to the Pay Type configuration to allow users to restrict the usage of a specified payment type by role.

PRMA-5235_XDM_Pay_Types_Roles.png

抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Data Management 鈫� Back Office Settings 鈫� Payments 鈫� Pay Types 鈫� [Select Pay Type] 鈫� Roles

To restrict a pay type by a role:

  1. From the Restrict By Role field, toggle one of the following options:

    PRMA-5235_XDM_Pay_Types_Restrict_By_Roles_for_Cash.png

    • Yes - Toggle to restrict pay types for all sites.

    • No - Toggle to not restrict pay types for any site.

    • Varies - Toggle to restrict pay types for only the selected sites.

      To select specific sites, select the Global Icon to pick sites to include in the restricted pay type role.

  2. From the lower-right of the Restrict Roles pop-up, select Review Changes.

  3. From the lower-right of the Restrict Roles pop-up, select Confirm and Close.

  4. From the upper-right of the Pay Type configuration window, select Save.

抖阴Point of Sale (XPOS)

Payment Types can now be restricted to specific roles. Role restrictions can be defined in 抖阴Data Management (XDM). Manager's permission is required after choosing method of payment that is restricted.

PRMA-5235_XPOS_Restricted_Paymnet.png

Portal | Enhancement to Adding/Editing Users

PRMA-5153

To streamline the process of creating and editing users in 抖阴Cloud Portal (XOP), this update adds the ability to assign a user to a user group from the user creation and editing process.

Affected Components:

  • 抖阴Cloud Portal (XOP)

抖阴Cloud Portal (XOP)

Added the User Groups tab to the User configuration page in 抖阴Cloud Portal (XOP).

PRMA-5153_XOP_User_Group.png

抖阴Cloud Portal 鈫� User Management 鈫� Users 鈫� [Select User] 鈫� User Groups

To add a new or current user to a User Group from the user configuration page:

  1. From the upper-right of the User Groups tab, select Add User Groups.

  2. From the Add User Groups popup, select the desired groups.

    To quickly find a user group, in the Search field, type the name of the user group.

    PRMA-5153_XOP_Add_User_Groups.png

  3. From the lower-right of the Add User Groups popup, select Add User Group.

  4. From the upper-right of the User configuration screen, select Save.

Reports | Child Reporting Categories

PRMA-5033

This update adds additional child reporting capabilities to the hierarchical structure of reporting categories. This allows for more detailed and granular analytics from product and order reporting.听

Affected Components:听

  • 抖阴Data Management (XDM)

  • 抖阴Online Ordering (XOO)

  • 抖阴Point of Sale (XPOS)

  • Xenail Reports (RPT)

抖阴Data Management (XDM)

This update extends the Reporting Categories in 抖阴Data Management (XDM) to allow users to add additional child reporting categories.

  • Extended the database schema to include a structure for child_reporting_categories within the Order object and support nesting and references for Minor and Child Categories.

  • Implemented a validation logic that checks for the existence of parent categories for each child reporting category upon order creation or update.

  • Added dynamic update mechanisms which updates the child_reporting_categories in real-time as products/categories are added, updated, or removed from an order.

  • Up to 4 nesting levels are available to add to a Reporting Category:

    • Level 1 - Major Category

    • Level 2 - Minor Category

    • Level 3 - Child Category Level 1

    • Level 4 - Child Category Level 2

To Create a Minor Reporting Category for a Reporting Category:

抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Data Management 鈫� Ordering Settings 鈫� 抖阴 鈫� Reporting Categories 鈫� Reporting Category

  1. From the upper-right of the Minor Reporting Categories section, select Create Minor Category.

    PRMA-5033_XDM_Minor_Reporting_Categories.png

  2. In the Create Minor Category pop-up, detail the following:

    • Minor Category - Type the name of the minor category.

    • External ID - Type the unique ID of the reporting category.

    PRMA-5033_XDM_Child_Level_Category.png

  3. From the upper-right of the Child Categories section of the Create Minor Category pop-up, select Create Child Category.

  4. In the Create Child Category pop-up, define the following:

    • Category Name - Type the name of the category.

    • External ID - Type the unique ID of the reporting category.

    PRMA-5033_XDM_Child_Level_Category.png

  5. From the lower-right of the Create Child Category pop-up, select Done.

  6. Form the lower-right of the Create Minor Category, select Done.

  7. From the upper-right of the Reporting Category page, select Save.

To add a Child Reporting Category to a Product:

抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Data Management 鈫� Ordering Settings 鈫� 抖阴 鈫� Product List 鈫� Product

  1. From the Child Category (Optional) dropdown field of the Reporting Categories section, select Create New Child Category.

    PRMA-5033_XDM_Reporting_Categories.png

  2. In the Create Child Category pop-up, define the following:

    • Category Name - Type the name of the category.

    • External ID - Type the unique ID of the reporting category.

    PRMA-5033_XDM_Product_List_Create_Child_Category.png

  3. From the lower-right of the Create Child Category pop-up, select Save.

  4. From the upper-right of the Product page, select Save.

抖阴Online Ordering (XOO)

This update extends the 抖阴Online Ordering (XOO) API Reporting Categories Object to include the data for Child Reporting Categories from 抖阴Data Management (XDM).

抖阴Point of Sale (XPOS)

This update implements the use of Child Reporting Categories within the reports and the analysis of product sales to provide a more granulated view.

  • Expanded the database schema to include a structure for child_reporting_categories within the Order object to support nesting and references to Minor and Child Categories.

  • Implemented a validation logic that checks for the existence of parent categories for each Child Reporting Category upon order creation or update.

  • Added dynamic update mechanisms which updates the child_reporting_categories in real-time as products/categories are added, updated, or removed an order.

抖阴Reports (RPT)

Updated the 抖阴Reports (RPT) API to support a hierarchical structure of Child Reporting Categories, including individual child_reporting_category entries and potential nested child_reporting_categories in order to capture a detailed and structured categorization of products for reporting and analysis.

Reports |Download Improvements

PRMA-5588

This update improves downloaded reports with prepend custom content to include the same header information as the online version.

Affected Components:

  • 抖阴Reports (RPT)

抖阴Reports (RPT)

Thie update improves downloaded reports with prepend custom content exported in XLS and CSV formats to ensure they contain all information listed in header.

Excel Example

PRMA-5588_RPT_Excel_Download.png

Reports | FreedomPay Flat-File Export

PRMA-5501

抖阴item receipt data is now sent to FreedomPay as a flat-file export as outlined in the Line Item Data File Specification.

This update enables a FreedomPay merchant to access specified Line Item Data on a weekly and/or monthly basis and leverage the FreedomPay dashboard.

An additional parameter, Order Number, is required. For orders with more than one associated payment transaction, the same item-level data is associated with each payment transaction ID within the order.

The generated file is in CSV format with quotes around all columns and comma-separators.

Affected Components:

  • 抖阴Reports

Reports | SoS and Named Sales Enhancements

PRMA-5006

To expand the capabilities of Named Sales Calculations, added more conditional options to the Speed of Service and Named Sales Calculations.

Affected Components:

  • 抖阴Data Management (XDM)

  • 抖阴Reports (RPT)

抖阴Data Management (XDM)

This update adds more options to named calculations.

  • Added the following to Sales calculations:

    • New Key options:

      • Major Category

      • Day Part Type

      • Order Source

      • Order Destination

      • Product Tag

      PRMA-5006_XDM_Sales_Key_Dropdown.png

  • Added the following to Speed of Service calculations:

    • New Start and End Event options:

      • Assigned Fulfillment Point

      Start Event Level - Assigned Fulfillment Point

      PRMA-5006_XDM_SOS_Start_Event_Level_Dropdown.png

      End Event Level - Assigned Fulfillment Point

      PRMA-5006_XDM_SOS_End_Event_Level_Dropdown.png

    • New Key options:

      • Major Category

      • Day Part Type

      • Order Source

      PRMA-5006_XDM_SOS_Key_Dropdown.png

抖阴Reports (RPT)

This update consumes the following for the conditions expanded in 抖阴Data Management (XDM):

  • Added the following to the sales formulas of the Sales Named Calculations:

    • Created a calculation that uses Bev Sales as a price - discounts value for products in the Cold Bev or Coffee minor categories.

    • Created a calculation that uses Food Qty as a quantity value for products in the Sandwiches major category.

    • Added the ability to create and manage named calculation formulas that reference the following:

      • Donation Item(s)

      • Fee Item(s)

  • Added the following to the sales formulas of the Speed of Service Named Calculations:

    • Added support for the Start and End Time option assigned_fufillment_point.

    • Added support for the following tag conditions:

      • Order Source

      • Product Tag

  • Added the following conditions to the Sales Named Condition:

    • Major Category

    • Day Part Type

    • Order Source

    • Order Destination

    • Product Tag

  • Added the following conditions to the Speed of Service Named Condition:

    • Major Category

    • Day Part Type

    • Order Source

Reports | Venues Inventory Quantity on Hand

PRMA-5527

Enhancements to the Inventory On-Hand report to view Historical Quantity on Hand (QOH).

Affected Components:

  • 抖阴Reports (RPT)

抖阴Reports (RPT)

Inventory On Hand Report

The Inventory On Hand report now provides a date option at the report level, allowing the user to view Historical Quantity on Hand (QOH) information.

PRMA-5527_RPT_Inventory_On_Hand.png

Additional information:

  • View a daily record of the QOH for all inventory items

  • Use the date field to view Historical QOH information

  • The daily record is captured at the company-defined local time time each day

  • Includes the item cost and the QOH

  • Includes all stock movements, such as:

    • Deliveries

    • Transfers

    • Sales/Stand Worksheets

    • Inventory Counts

Reports | Venues Inventory Export Enhancements

PRMA-5293

This update allows report exports in Excel to match the visual format and filter settings saved in the 抖阴UI.

Affected Components:

  • 抖阴Reports (RPT)

抖阴Reports (RPT)

Exports downloaded in Excel format are structure as follows in order to match with the grid style of the Reports UI:

  • The Excel export only contains the columns and filtered data from the UI.

  • The Excel export contains a Total row at the bottom of each group.

Reports UI

PRMA-5293_RPT_Report_in_RPT.png

Report PDF Example

PRMA-5293_RPT_Report_in_PDF.png

CSV Example

PRMA-5293_RPT_Report_in_CVS.png

Excel Example

PRMA-5293_RPT_Report_in_Excel.png

Reports | Venues Inventory Physical Sales

PRMA-5469

New 抖阴Venues Inventory (XVI) report available, Physical Sales Accounting Report.

Affected Components:

  • 抖阴Reports (RPT)

  • 抖阴Data Management (XDM)

抖阴Reports (RPT)

Added a Physical Sales Accounting Report for 抖阴Venues Inventory subscribers.

View physical sales and receipt spread by percentage and grouped by site types鈥攄efined by the configured Sales General Ledger (GL) code.

Additional information:

  • Permissions are required to view this report, configured through 抖阴Data Management.

  • Select data by event, multiple events, date range, or tag(s)

  • Select data by event, multiple events, date range, or tag(s)

  • Because a site may belong to multiple tags, it is not possible to display a grand total at the bottom of the report

  • When multiple tags are selected the report displays each tag in its own grouping

For more information, see Physical Sales Accounting Report.

抖阴Data Management (XDM)

抖阴Data Management 鈫� Reporting 鈫� Reporting Options

New permissions available for XVI Reports.

Reports | Venues Inventory Physical/Terminal Sales

PRMA-5563

The Physical/Terminal Sales report provides summarized information about physical and terminal sales.

Affected Components:

  • 抖阴Reports (XPR)

抖阴Reports (XPR)

Report enhancements include:

  • Option to filter by Chargeable, Non Chargeable, and/or All Items

  • Added Inventory Item GL Code

  • Allow option to Sort and Group by Filters

For additional information, see Physical/Terminal Sales Report.

Reports | Venues Inventory Purchase Summary

PRMA-5722

This report displays delivery information for a specific date or date range and collates information from the quantity of base units purchased and the total received cost of those items.

Affected Components:

  • 抖阴Portal (XOP)

  • 抖阴Data Management (XDM)

  • 抖阴Reports (RPT)

抖阴Portal (XOP)

Permissions for the Inventory Purchase Summary Report are available on the Company and Global levels.

xvi_inventory_reporting_permissions_company_level.png

Company Level:

抖阴Portal 鈫� User Management 鈫� Roles 鈫� Select/Create a Role 鈫� Reporting 鈫� Inventory Reports Group

  • By default, this permission is enabled for the Company Administrator role

Global Level:

抖阴Portal 鈫� Admin 鈫� All Roles 鈫� Select a Role 鈫� 抖阴Reporting

  • By default, this permission is enabled for Admin, XPRT-Admin, and PS-Admin global roles

抖阴Data Management (XDM)

抖阴Data Management 鈫� Reporting 鈫� Reporting Options

xvi_xdm_inventory_reporting.png

  • A new Inventory Purchase Summary report is available in the Inventory category

  • The Inventory Purchase Summary report is available for newly created and previously existing companies鈥攚ith a standard data migration procedure

  • The Inventory Purchase Summary report is only available to companies with an active subscription to the 抖阴Venues Inventory service

抖阴Reports (RPT)

The Inventory Purchase Summary Report displays a summary of item purchases for a specific date or date range.

xvi_rpt_inventory_purchase_summary_report.png

For additional information, see Inventory Purchase Summary Report

Suite Catering | Allergen Icons

PRMA-5532

Added the ability to upload Allergen Icons for an allergen though 抖阴Data Management (XDM). The icons are for use in 抖阴Suite Catering (XCAT) SuiteSpot (SS).

Affected Components:

  • 抖阴Data Management (XDM)

  • 抖阴Suite Catering (XCAT)

抖阴Data Management

  • Added a field in 抖阴Data Management (XDM) to allow users to upload an icon image.

    • The file size is limited to a maximum of 100kb.

    • Supported image formats include: SVG, PNG, JPG, GIF.

    • Select Preview to open a preview window with the uploaded image.

    Note: The parent company is responsible for images and the accuracy of allergen information depicted in the uploaded images. The parent company is liable for allergic reactions or injuries resulting from incorrect information.

    PRMA-5532_XDM_Upload_Image_File.png

  • Enhanced the allergen list with the following:

    • Updated the verbiage of an allergen from Treenuts to Tree Nuts.

    • Added new allergen name Sesame.

抖阴Suite Catering (XCAT)

Uploaded images for an allergen appear for the associated allergen in 抖阴Suite Catering (XCAT) SuiteSpot (SS). If there is no default or uploaded image for an Allergen, the icon shows the first letter of the allergen.

PRMA-5532_XDM_No_Default_or_Uploaded_Image.png

Venues Inventory | Inventory Import\Export

PRMA-5530

This update allows 抖阴Venues Inventory (XVI) users to import and export inventory items into/from 抖阴Data Management (XDM).

Affected Components:

  • 抖阴Cloud Portal (XOP)

  • 抖阴Data Management (XDM)

  • 抖阴Venues Inventory (XVI)

抖阴Cloud Portal (XOP)

抖阴Cloud Portal 鈫� User Management 鈫� Roles 鈫� Roles 鈫� Data Management 鈫� Venues Inventory Settings 鈫� Inventory Items Edit Utility

Changed the verbiage of .xls to .csv in the following the permissions:

  • export-inventory-item.View

  • export-inventory-item.Manage

  • import-inventory-item.View

  • import-inventory-item.Manage

抖阴Data Management (XDM)

This update allows users to import, and export inventory items in 抖阴Data Management (XDM). The ability to view and manage imported and exported inventory items is now determined by the Role permission configured from the 抖阴Cloud Portal.

抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Data Management 鈫� Venu Inventory Settings 鈫� Inventory Items

PRMA-5530_XOP_Inventory_ltem_List_Export-Import_Button.png

From the Export/Import dropdown, the following options are available:

  • Export Current Item List - Export the files selected from the Inventory Item List.

  • View Recent Exports - View the Processing, Completed, Ready, and Failed exports.

    PRMA-5530_XOP_Recent_Exports.png

  • Download Import Template - Download a template designed for imported files.

  • Import Directions - View instructions on creating an import file using the Import Template.

    PRMA-5530_XOP_Import_Directions.png

  • Import Changes - Import the changes from a selected import file.

  • View Recent Imports - View the Processing, Completed, Ready, and Failed exports.

    PRMA-5530_XOP_Recent_imports.png

    The following options are available from the 3-dot menu dropdown:

    • Info - View information on the imported file.

      PRMA-5530_XOP_Info_Completed.png

    • Apply Now - Upload the file to the 抖阴Cloud Portal.

      PRMA-5530_XOP_Apply_Import_Confirm.png

    • Remove - Delete the Import file from the list of Recent Imports.

To download an Inventory Item Template:

  1. From the Export/Import dropdown in upper-right of the Inventory Items List, select Download Import Template.

  2. From the lower-right of the import confirmation pop-up, select Continue.

To import a Inventory Item:

  1. From the Export/Import dropdown in upper-right of the Inventory Items List, select Import Changes.

  2. From the file explorer, select the .csv file to import.

  3. From the lower-right of the import confirmation pop-up, select Continue.

    Import Confirmation

    PRMA-5530_XOP_Import_Confirmation.png

    Example of Imported Files

    PRMA-5530_XOP_Import_Information.png

To export an Inventory Item:

  1. In the Inventory Items List, select the applicable Inventory Item(s).

  2. From the Export/Import dropdown in upper-right of the Inventory Items List, select Export Current Item List.

  3. From the Export dropdown, select the desired file type.

To view recent imports or exports, select the one of following options from the Export/Import dropdown:

  • View Recent Exports

  • View Recent Imports

抖阴Venues Inventory (XVI)

This update improves the current pricing update logic to reuse the import and export inventory items function in 抖阴Data Management (XDM)

Technical Improvement | Data Migration

PRMA-5265

With this update, 抖阴Online Ordering (XOO) and 抖阴Pipeline (PPL) migrated off the current platform and split between two databases platform Mongo clusters.

Affected Components:

  • 抖阴Online Ordering (XOO)

  • 抖阴Pipeline (PPL)

抖阴Online Ordering (XOO)

抖阴Online Ordering can now work with two databases simultaneously.

抖阴Pipeline (PPL)

抖阴Pipeline (PPL) can now work with two databases simultaneously.

See also: