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2025 July | Feature Highlights

Data Management | Automatic Calendar Generation

PRMA-3062

New Calendars can be automatically generated when a calendar is about to expire.

Affected Components:

  • Data Management (DM)

  • Cloud Portal

Data Management

  • 抖阴Data Management automatically generates a new calendar based on the current calendar period when it is about to expire.

  • Calendar Year field validation messages display accurately and Save button is disabled as expected when validation is pending.

Cloud Portal

  • Enabled automatic generation of new calendars at the administrator level by adding new toggle setting Generate Calendars Automatically to Admin Options.

  • Generate Calendars Automatically field displays successfully. Field is set to Yes when new company is created as expected.

XOP_Generate_Calendars_Automatically_Field.png

Data Management | Allow Order Source Restriction

PRMA-4298

Allow users to restrict Order Sources for the bundle components when configuring via template and as a custom component.

Affected Components:

  • Data Management

  • Online Ordering

  • Point of Sale (POS)

Data Management

Enhanced efficiency by enabling administrators to restrict Order Sources for Bundle Components.

Bundle Component Configuration

Portal聽鈫捖�4-Dot Menu聽鈫捖燚ata Management聽鈫捖燨rdering Settings聽鈫捖牰兑趼犫啋聽Bundle Components

From the Availability tab of the Bundle Components editor, identify the eligible order sources for the component.

Data_Management_Availability_Condtions.png

The Availability tab is also available for custom bundle components defined from the Build聽page of the Product List editor.

Data_Management_Availability_Condtions_Custom_Components.png

Online Ordering

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

Point of Sale (POS)

Define order source restrictions for product bundle components. For example, restrict specific bundle components to mobile orders.

Data Management | Cache Manager

PRMA-5198

New service Cache Manager in Data Management (DM) API to alleviate larger loads on MongoDB. This allows a reduction of timeouts and 5xx errors in various Cloud Components.

Affected Components:

  • Data Management (DM)

  • Pipeline (PPL)

Data Management

Introduced Cache Manager service in XDM API.

Pipeline

Pipeline consumes new portal.sites.update SNS message from Portal.

Digital Menu Board | Business Attributes

PRMA-5671

Added the following:

  • Ability to show Active Instances of Business Attributes

  • Ability to Delete Business Attribute

Affected Components:

  • Cloud Portal

  • Digital Menu Boards (DMB)

Cloud Portal

Enhanced management of Business Attributes with the following new permissions:

Cloud_Portal_Business_Attribute_Management_Permissions.png

  • Business Attributes subgroup

  • View Business Attributes

  • Add Business Attributes

  • Edit Business Attributes

  • Delete Business Attributes

Digital Menu Boards

Improved DMB logic to account for the following scenarios:

  • Show Active Instances of Business Attributes.

  • Deletion of Business Attributes

Digital Menu Boards | Support for Time Period Pricing

PRMA-6188

Updated Digital Menu Boards (DMB) Server Messenger to match the prices from POS.

Affected Components:

  • Digital Menu Boards

Digital Menu Boards

Updated Server Messenger to align with time period pricing functionality.

Kitchen Management | Scheme Endpoints

PRMA-2740

Added Scheme Endpoint to Kitchen Management that integrators can call to set the scheme.

Affected Components:

  • Kitchen Management

Kitchen Management

Added Kitchen Scheme Endpoint to XKM API.

This update enables the user to change the XKM kitchen scheme from the POS UI.

Kitchen Management | Refresh All Station Configurations

PRMA-5405

Configuration of all stations at a site can now be updated/refreshed locally from a kitchen station popup menu.

Affected Components:

  • Data Management

  • Kitchen Management

Data Management

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

抖阴Cloud Portal聽鈫捖�4-Dot Menu聽鈫捖燚ata Management聽鈫捖燢itchen Settings聽鈫捖燢itchen Screen Settings

Configure the following setting from the Popup Menu section of the General page of the Kitchen Screen Settings editor:

  • Refresh Configurations for All Stations - Refresh/update ALL kitchen stations with latest configuration updates.

Data_Management_Popup_Menu_Refresh_Configurations_for_All_Stations.png

Kitchen Management

  • Added ability to update/refresh the configuration of all stations at a site locally from a kitchen station popup menu.

    Kitchen_Management_Refresh_Configurations_for_All_Stations.jpg

  • Also added ability to update/refresh configuration from local XKM API.

    Kitchen_Management_Refresh_Configurations_from_local_XKM_API.jpg

Kitchen Management | Kitchen Screen Section Header

PRMA-6290

Added the ability to configure font and alignment of the following section headers from the Kitchen Screen Settings editor

  • Order In Progress

  • Order Ready

Affected Components:

  • Data Management

  • Kitchen Management

Data Management

抖阴Cloud Portal聽鈫捖�4-Dot Menu聽鈫捖燚ata Management聽鈫捖燢itchen Settings聽鈫捖燢itchen Screen Settings

Configure the following settings from the Section Settings section of the Theme page of the Kitchen Screen Settings editor:

  • Font Size - Select a size for the section header text.

  • Corner Radius - Radius of section corner in pixels.

Data_Management_Thems_Font_Size_and_Corner_Radius.png

Configure the following setting in the Order In Progress and Order Ready sections of the Theme page:

  • Title Alignment - From the dropdown, select the preferred alignment for the section header title.

Data_Management_Thems_Tile_Alignment.png

Kitchen Management

Enabled customized font and alignment for the Order In Progress and Order Ready section headers.

Online Ordering | Menu Requests and Processing

PRMA-5309

Enhanced logging and dashboard capabilities for Online Ordering menu requests and processing to improve visibility and performance tracking.

Affected Components:

  • Online Ordering (XOO)

Online Ordering

  • New dashboards integrated with existing menu request reports to monitor metrics such as request counts, processing times, and error rates.

Pipeline | Employee Schedules

PRMA-5552

Created separate POST and PUT endpoints with validations, data model limitations, and processing logic that can be further provided for integrators usage.

Affected Components:

  • Cloud Portal

  • Pipeline

Cloud Portal

Created new Add Employee Schedules (Schedules.Add) permission at company and site levels enable creating employee schedules.

Cloud_Portal_Add_Employee_Schedules.png

Pipeline

  • Created new schedules endpoints for external usage

  • Created new DELETE{Schedule API URL from SSR}/v2/schedules/[ID] endpoint without OData filters specifically for use by integrators

Point of Sale | Light Mode Terminal Scheme

PRMA-2130

Added support for a Light Mode Terminal Scheme.

Affected Components:

  • Data Management

  • Point of Sale (POS)

Data Management

Portal聽鈫捖�4-Dot Menu聽鈫捖燚ata Management聽鈫捖燨rdering Settings聽鈫捖燞ardware聽鈫捖燭erminal Scheme

From the General page of Terminal Scheme editor, define the following:

  • Theme - From the dropdown, select a default theme for the POS: Dark or Light.

  • Allow Switching Themes on POS - Toggle On to enable user of the terminal scheme to change the theme at the POS.

Data_Managemt_Light_Theme_Option_and_Switching_Themes_on_POS.png

Point of Sale

When POS is launched, the color theme selected for the terminal scheme is applied.

With this update, optionally enable user of the terminal scheme to change the theme at the POS.

The color theme toggle is available from the System Navigation menu at the POS.

POS_Light_Theme_Terminal_Screen.png

Point of Sale | Offline Time Punches

PRMA-4781

New system to record offline time punches at POS to ensure they are sent to the Staff module for processing, addressing issues of unrecorded punches when the POS cannot connect to the Staff endpoint.

Affected Components:

  • Back Office

  • Cloud Portal

  • Data Management

  • Point of Sale (POS)

  • Pipeline

Back Office

Added support for offline punch updates from POS.

Cloud Portal

  • Enabled administrators to manage preferences for sending offline time punches to staff by adding new聽preferences.send-offline-timepunches.Manage聽permission at global and company levels.

    Cloud_Porta_Manage_Send_Offline_Time_Punches_to_Staff_Preference.png

  • Permission preferences.send-offline-time-punches.Manage displays accurately in Company Admin.

    Cloud_Porta_Admin_Permission_preferences_send-offline-time-punches_Manage.png

Data Management

  • Enhanced timeclock functionality by enabling sending offline time punches to staff with the following actions:

    • Added new toggle setting Send Offline Time Punches to Staff to Time and Attendance section in Preferences

      Data_Managment_Send_Offline_Time_Punches.png

    • Functionality is only available to users with preferences.send-offline-time-punches.Manage permission enabled

    • Optimized display of following fields formerly in Time and Attendance section: Time Clock Enabled; Enable Time Clock for Salaried Employees; Auto Clock Out on EOD; Enable Breaks; Select Break Type; Prevent Early Break End; Prevent Break Out with Open Orders; Print Chit on Break Start; Print Chit on Break End; Prevent Clock Out with Open Drawers; Automatically Close Drawer on Clock Out; Prevent Clock Out with Open Orders; Print Chit on Clock In; Print Chit on Clock Out

  • Enhanced management of offline punch updates with the following actions:

    • Added new POS Offline Update punch adjustment reason to list of seeded values for punch-adjustment-reason entity

      Data_Managment_POS_Offline_Update.png

    • Description reads: This update to a shift is performed based on the offline information received from POS

    • Migration is required for all existing non-deleted companies

Point of Sale

Enhanced POS to automatically send offline timeclock events to Staff once it reconnects to the internet after being offline.

Pipeline

Added new message type pos.timepunch.offline so pos.timepunch endpoint can manage offline punch updates from POS.

Point of Sale | Changes to ClockChit Templates

PRMA-5213

Changed the default ClockChit template name from Total Hours For Current Shift to Total Hours For Today.

Affected Components:

  • Data Management

  • Point of Sale (POS)

Data Management

Updated Total Hours For Current Shift field name to Total Hours For Today.

Point of Sale

Enhanced functionality of default ClockChit template by changing Total Hours For Current Shift field name to Total Hours For Today.

Digital Menu Board | Business Attributes

PRMA-5671

Added the following:

  • Ability to show Active Instances of Business Attributes

  • Ability to Delete Business Attribute

Affected Components:

  • Cloud Portal

  • Digital Menu Boards (DMB)

Cloud Portal

Enhanced management of Business Attributes with the following new permissions:

Cloud_Portal_Business_Attribute_Management_Permissions.png

  • Business Attributes subgroup

  • View Business Attributes

  • Add Business Attributes

  • Edit Business Attributes

  • Delete Business Attributes

Digital Menu Boards

Improved DMB logic to account for the following scenarios:

  • Show Active Instances of Business Attributes.

  • Deletion of Business Attributes

Reports | Deleted Item Calculation

PRMA-5891

Added substatus value Deleted for items that are deleted/removed by a system operation such as during an order split or item conversion.

Affected Components:

  • Point of Sale

  • Reports

Point of Sale

  • Updated POS reports to include details about User Item Deletions (explicit) and System Item Deletions (implicit).

    Affected POS Reports:

    • Drawer Audit Report (DAR)

    • Employee Audit Report (EAR)

    • Sales Detail Report (SDR)

    POS_User_and_System_Deletions.png

  • Reintroduced Convert Item (Order.Item.Convert.Committed) role permission to allow users to convert items not sent to the kitchen.

Reports

  • The Order Explorer Parent Report and Detail View now show Deleted items.

  • The following reports now show information on system and user deletions and the substatuses of deleted items. The information shows if a product was deleted manually and why/which were deleted by a system:

    • Sales Detail Report

      • Expanded the Cancel/Void section

      • New subsection rows:

        • User Deletions

        • System Deletions

        If there is no user or system data this row is not displayed.

    • Employee Sales Report

      • Added System and User amount and quantity to the report under Deleted Items

      • Columns are hidden by default

    • Employee Audit Report

      • New section for Cancel/Voided items

      • New subsection rows:

        • User Deletions

        • System Deletions

        If there is no user or system data this row is not displayed.

    • Void Summary

      • Deleted items are now included in the report

      • Added Substatus column

    • Void Summary - Detailed Page

      • Detailed items are now included in the report

      • Added Substatus Column

    Reports_Status_and_Substatus.png

  • Updated the Metrics and Calculation Logic to consume User and System deletions.

Suite Catering | Regional Settings Company/Site

PRMA-6117

Integrated Suite Catering SuiteSpot (SS) with the Company/Site Regional Settings in Cloud Portal.

Affected Components:

  • Suite Catering

Suite Catering

  • Enhanced functionality for maintaining consistency in regional settings from company/site.

Venues Inventory | Transfer Requests and Purchasing Approvals

PRMA-3766, PRMA-5284, PRMA-6000, PRMA-6036, and PRMA-6276

  • New platform for managing requests, including transfer requests and purchasing approvals in Venues Inventory

  • Added ability to utilize scanners to input information during Inventory Count, Transfer, and Delivery workflows

  • To streamline the process of requesting product transfers, users can now create transfer pages within Point of Sale. This is intended to replace manual methods like phone calls or written requests

  • Enhanced the Portal Transfer list/group to include notifications for new transfer requests, auto-refresh functionality for the Transfer request page, and to display only relevant transfers

  • Enhanced Transfer Request dashboard to allow customization of the dashboard layout, add interactive elements, and view transfer details and standsheets

Affected Components:

  • Back Office

  • Cloud Portal

  • Data Management

  • Pipeline

  • Reports

  • Venues Inventory

Back Office

Created framework to manage Venue Inventory transfer request approvals within Back Office.

Cloud Portal

  • Added support for user email notifications with hyperlinked summaries of Accepted/Rejected/Cancelled orders and transfers.

  • Enabled company administrators to control which staff can manage transfer requests via Point Of Sale by adding new permission VenuesInventory.TransferRequest.Manage at the company and global levels.

    Cloud_Portal_VenuesInventory_TransferRequest_Manage.png

Data Management

  • Enhanced editing functionality of Transfer Notification Email Template by administrators.

  • Enhanced management of Inventory Order Acceptance Notification Email Template with the following actions:

    • Added support for display notification within Email Template List when Venues Inventory subscription is enabled

    • Audit Trail displays in descending order by date/time

    • Default order email template details are: Inventory Order Acceptance (for Name and Event Type); date of Inventory Order Acceptance (for Subject); content of email (for HTML)

    • Email combines order acceptance information into one table

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

    • Inventory Order Acceptance

      Data_Management_Inventory_Order_Acceptance.png

    • Inventory Order Rejection

      Data_Management_Inventory_Order_Rejection.png

    • Inventory Order Cancellation

      Data_Management_Inventory_Order_Cancelation.png

    • Inventory Transfer Acceptance

      Data_Management_Inventory_Transfer_Acceptance.png

    • Inventory Transfer Rejection

      Data_Management_Inventory_Transfer_Rejection.png

    • Inventory Transfer Cancellation

      Data_Management_Inventory_Transfer_Cancelation.png

  • Added support for sending notifications to users when Order/Transfer is Accepted, Rejected, or Cancelled with the following actions:

    • Add following templates to Notification: Inventory Order Acceptance, Inventory Order Cancellation; Inventory Order Rejection; Inventory Transfer Acceptance; Inventory Transfer Cancellation; Inventory Transfer Rejection

    • Templates are only displays for subscribers to Venues Inventory service

    • Templates are hidden in Notification Service since they are not associated with site assignment

  • Added support for users to utilize scanner to input information through the following actions:

    • Added new field UPC Code Mapping to Inventory Item Detail page

    • Tooltip reads Configure the item's UPC code, allowing quick item identification and operation in other modules

    • Manual focus of cursor into box enables user to scan package UPC code, or user can manually enter code in box

    • Added new column UPC Code Mapping to Inventory Item List, to display Yes if codes are in that field and No if not

    Data_Management_UPC_Code_Mapping_Scan_Input_Info.png

  • Added support for use and validation of UPC code configurations when scanners assist with information input with the following actions:

    • Added UPC code hyperlink to UPC Code Mapping column

    • Clicking UPC code link shows UPC Code Mapping popup with tooltip

    • Validation of UPC code allows 50 character maximum length and is not case sensitive

    Data_Management_UPC_Code_Configuration.png

  • Enhanced user ability to scan UPC codes by adding UPC code search and filter function to Inventory Item list.

    Data_Management_UPC_Code_Search.png

  • Updated XEA section in Company Preference to enable new applications by updating It

    Data_Management_XEA_Company_Preferences.png

  • 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

      Venue_Inventory_Pending_Request_Timeout_on.png

    • 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

      Venues_Inventory_Tooltip.png

  • 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.

    Data_Management_Ordering_Unit_Tooltip.png

Pipeline

Created a common service to transfer and purchase approvals.

Reports

Removed the Transfer from the Type/Transfer Type column name for the following reports:

  • Transfer Summary

  • Transfer bty Items

  • Transfer Pick Sheet

Venues Inventory

  • Enabled hyperlink login functionality from notification emails to Transfer List page with the following actions:

    • Transfer List page is separate page from current Transfer List

    • Change breadcrumb to Venues Inventory

    • Add header Filtered Transfer List with tooltip

    • Remove New Transfer option

    • Replace Transfer with Filtered Transfer when user clicks transfer for details

    • When accessing Transfer List page from notification email, Modified Date column automatically displays

    Venues_Inventory_Filtered_Transfer_List.png

  • Added support to send user notification email when a transfer is accepted, rejected, or canceled.

  • Added None (Don't Notify) option for users to turn off notification service if desired.

    Venues_Inventory_Do_Not_Notify.png

  • Added support for integrating UPC scanner functionality into Inventory Orders and Transfers from Item List page.

    Data_Management_UPC_Scanner_Functionality.png

  • Added support to enable stand supervisors and managers to initiate Transfer Requests with the following actions:

    • Add the following new fields to transfer definition: is_send and source

    • Add endpoint to create transfer, consuming employee_id to populate created_by and update_by fields

    • Add endpoint (/transfer) to list Transfer Request data, requiring VenuesINventory.Transfer.View permission

    • Add endpoint (/transfer/:id)to show single transfer, requiring VenuesINventory.Transfer.View permission

    • Add endpoints (/transfer and /transfer/:id) to create or update Transfer Request, requiring VenuesINventory.Transfer.Add and VenuesINventory.Transfer.View permission

    • Add new endpoints to get data of employee list (GET/boh/employee) and check staff permissions (GET/role/:id)

    • Add new endpoint (GET/inventor-item) to query overlap of inventory items of from_site and to_site

    • Add new Transfer Request button in Point Of Sale Applications section. Clicking button triggers token validation

    • Add support for Transfer Request List page to show all requested transfers for current site during current Open event

    • Enhanced functionality and display of Transfer Request List page with search function and New Request function

    • New Request create page features dropdown with options for all configured warehouse sites

    • Review page of Selected Items for Transfer displays inventory items where Transfer Unit is selected and Qty Requested is filled

    • Enabled transfers in Open status to be canceled or edited in Transfer Request List. Transfers in Pending/Completed/Rejected/Canceled/Void statuses are viewable only

  • Added support for event validation if event is still in Open status.

  • Enhanced display and functionality of transfer unit column in dropdown on Transfer Request edit page.

  • Added support for enhanced Transfer Request List with the following actions:

    • Add new Transfer Requests option to submenu in Transfers. Clicking opens Transfer Request List page

      Venues_Inventory_Transfer_Sub_Menu.png

    • Permissions are same as Transfer List

    • New Transfer Request created/sent at Point Of Sale appears in Transfer Request List in Open status

    • Open transfer requests display in Transfer Request List in following columns: Date, ID, Source, From (Name), To (Name), Type, Event, Status, Time Created, From (ID), To (ID)

    • Transfer Request List auto-refreshes every 20 seconds

    Venues_Inventory_Transfer_Request_List.png

  • Added new Time Created column to Transfer Group List. Hide From (ID) column by default.

    Venues_Inventory_Transfer_Group_Time_Created_Column.png

  • Enhanced usability of Transfer List by adding new columns Source and Time Created, and hiding From (ID) and To (ID) columns by default. Transfer Requests sent at Point Of Sale appear in Transfer List in Open status.

    Venues_Inventory_Transfer_LIst_Source-Time_Created_Columns.png

  • Enabled display of Source field on Transfer Details page and on Transfer page when printing/exporting written sheets. Field will display POS if transfer is created from Point Of Sale, and Portal if transfer is created from Venues Inventory.

    Venues_Inventory_Transfer_Details_Source_Field.png

  • Added support for tracking Transfer Request send time.

See also: