¶¶Òõ

Added the Open Cards setting to allow users to customize layouts for Open Orders to improve efficiency and drive quick decisions on which orders to address first. Select the specific information to display in each cell of the Order Card (e.g. Customer Name, Delivery Time). Prioritize each parameter by order of preference.

Orders displayed on Open Order Lanes prioritize orders defined by the parameters set in the Order Card settings.

The following identifies the related updates to Data Management:

Company/Site Preferences

The following option is now available from the Ordering Application → Access section of the Preferences editors:Preferences

Fingerprint Reader Peripheral

See Fingerprint Reader for instructions on setting up a Fingerprint Reader device using the Peripherals editor.

Fingerprint Reader Peripheral Schema

A default Fingerprint Reader schema is available from the Peripheral Schema editor. Edit the Fingerprint Reader schema as needed.

Terminal Configuration

The following fields are now available from the Peripherals page of the Terminals editor.

The employee onboarding workflow is updated to scan and capture employee fingerprints for Biometric Authentication. Employees can manage their fingerprint records at a later time as needed.

Employee Onboarding

The employee onboarding workflow for Biometric Authentication begins with the following prompt:

If consent is provided, the employee is prompted to choose a finger to scan. The employee is then prompted to place the chosen finger on the scanner.

A notification message appears when the fingerprint is successfully added. The employee is returned to the login screen where they can now login using Biometric Authentication.

Manage Fingerprints

Employees can manage their fingerprint records as needed. With this update, the list of clock options available in the upper-left of the Ordering application screen now includes a My Settings option.

From the My Settings screen, employees can:

Biometric Authentication

When a fingerprint reader device is available, a Fingerprint Sensor field is displayed in the upper-left above the User ID field of the login screen.

To login to the Ordering application, the employee touches the sensor with the fingerprint they previously scanned.

If the fingerprint is scanned and authenticated successfully, an "Authentication Successful" message is displayed.

Clear Biometric Sensor Data

It may be necessary to clear biometric sensor data from storage to resolve a conflict related to user authentication.

For users with the applicable permission, the following function is available from the Functions column of the Functions screen:

The following ¶¶ÒõRole permissions are added to the POS global group. By default, these permissions are assigned to the Admin, XPRT-Admin, and PS-Admin roles.

The following option is added to the lower-left of the General Info tab of the Employees editor of the Staff module. Use this option to manage the use of biometrics for individual employees.

Added permission to Allow canceling in-progress Transactions to the Payments section of ¶¶ÒõData Management Preferences.

Added button to cancel in-progress transactions.

Added Permission to Functions & External Applications section to enable Offline Credit Card Mode.

Offline Credit Card Mode is available from the Functions screen and the Notification Bar menu. Select this function to activate Offline Mode for credit card processing only

Added Permission to the POS section of Roles to enable/disable Offline Credit Card Mode. This enables/disables the Store and Forward (SAF) mode for the payment terminal.

Added the Event options to the sections Order History Columns and Filters to the Order History Settings Default Company Preferences.

The Order History screen can now be configured to include the following:

Added the following role permissions to the ¶¶ÒõPOS permission section:

To facilitate ¶¶ÒõWeb Apps, this update extends the External Applications form to include ¶¶ÒõApps which utilize URL tokens to validate the launch of the app from ¶¶ÒõPoint of Sale (XPOS).

Updated integration tokens to facilitate ¶¶ÒõPoint of Sale opening XVI forms. In the immediate term, this improves the user experience with Product Count sheet for ¶¶ÒõVernus Inventory.

With this update, ¶¶ÒõPoint of Sale can now launch ¶¶ÒõWeb Pages, Forms, and Apps. Currently, this facilitates the capture of the Starting Count and Ending Count forms from XVI.

Updated workflow to facilitate ¶¶ÒõPoint of Sale opening XVI forms. In the immediate term, this improves the user experience with Product Count sheet for ¶¶ÒõVernus Inventory.

¶¶ÒõCloud Portal → 4-Dot Menu → Data Management → Ordering Settings → Hardware → Peripherals → Printer Options

The following settings are located in the Kitchen Printing Settings section of the Printer Options page of the Peripherals editor. These settings are only available for kitchen printer types.

Portal → 4-Dot Menu → Data Management → Ordering Settings → Settings → Receipts → Receipt Templates

To facilitate order fulfillment at sites where orders are received from multiple channels, this update adds kitchen event timestamps to the following print job templates, which are triggered by a kitchen bump event:

From the Content page of the Receipt Templates editor, use the Template Editor to edit the markup language of the templates.

The following order-level variables are now supported:

From the upper-right corner of the Content page, select Template Help to view a description of all the available variables and layout functions.

The POS is updated to consume Data Management settings to optionally separate child items from their parent item on Kitchen print jobs.

Updated the Speed of Service (SOS) report to improve user experience and ease of use.

Currently, ¶¶ÒõPoint of Sale (POS) has the option to sort injected orders utilizing the group index.

The update adds the sorting option Data Defined which sorts injected orders by group index and button placement matching those of the POS.

From the Child Item Sorting by Order Source dropdown, select Data Defined.

Updated the XOO workflow data to facilitate the addition of the Data Defined sorting method for Injected Orders.

Portal → 4-Dot Menu → Data Management → Ordering Settings → Settings → Preferences

The following setting is available from the Ordering Application → Ordering section of the Company/Site Preferences editors:

When enabled, the Partial Price Refund feature is available during Refund operations.

From the Selected Item(s) tab of the Refund screen, select the product to refund. The refund details are displayed in the lower-left.

Using the numeric keypad on the right of the Selected Item(s) tab, the user now has the ability to edit the price of the refunded product to an amount less than or equal to the original price.

The total refund amount from all refunds performed against a product is not able to exceed the original product price. When viewing products that are available for a refund, the remaining currency amount that may be refunded is displayed for each product.

After finalizing a Partial Price Refund, the original order total is updated accordingly.

Partial Price Refunds are not restricted to the site where the customer purchased the product.

The following ¶¶ÒõRole permission is added to the POSÌý→ÌýOrdering group at the company-level, and the POS global group. The following permission is are part of the Payments subgroup. By default, this permission is assigned to the Admin, XPRT-Admin, and PS-Admin roles:

Measures

¶¶ÒõData Management → Venue Inventory Settings → Measures

Measures list default view alphabetized by the Description column.

General Ledger

¶¶ÒõData Management → General Ledger

General Ledger list default view alphabetized by the Name column.

Vendor List

¶¶ÒõData Management → Venue Inventory Settings → Vendor

Vendor List default view alphabetized by the Vendor Name column.

Inventory Items

¶¶ÒõData Management → Venue Inventory Settings → Inventory Item

Inventory Item List default view alphabetized by the Name column.

Update Vendors Unit Cost directly in the column.

Recipe

¶¶ÒõData Management → Venue Inventory Settings → Recipe

Recipe List default view alphabetized by the Name column.

In Add Ingredients, sort and filter by major/minor category tag.

In Add Ingredients, the Name field appears after the ID field.

Transfer/Transfer Groups

In Create New Transfer Group, the Date field auto populates to the current date.

Transfer Destinations

In Transfer Destinations, the site name is clickable.

Transfer Details

In the Item List, added Par Qty column.

Inventory Count

Inventory Count header row locked in place when scrolling.

Stand Worksheet

Added Physical/Terminal variance column.

"Preferred Tips" are defined for a customer loyalty account. When configured, the Preferred Tip Prompt appears during the tender process.

Previously, after closing the preferred tip modal, the payment would start processing.

With this update, the user is now automatically navigated back to the Tender screen if the user cancels the Preferred Tip Prompt instead of selecting a tip option. The selected payment type is NOT initiated.

This update only applies when the Display Preferred Tip Prompt setting is set to First Payment in the Company/Site Preferences.