抖阴

Skip to main content

2024 May: Feature Highlights

Customize Branding for Order Ready Screens

PRMA-2692

Use brand requirements to customize Order Ready Screens that provide a more eye appealing display for customers. This update also includes the ability to add a background image, edit layouts, edit column labels, and update colors.

Affected Components:

  • 抖阴Data Management (XDM)

  • 抖阴Kitchen Management (XKM)

抖阴Data Management

  • To accommodate changes some sections of the Screen Configuration UI have changed:

    • Renamed Section, Color Scheme, to Theme

    • Order Ready Configuration moved from General to Theme, in Screen subsection

  • New Screen settings subsection include: Show System Header & Footer, Upload Background Image, and Margins

  • New Section settings subsection include: Show Section Headers, Text Color, Background Color, and Background Transparency

    Order_Ready_Section_Settings.png

  • Order Tiles subsection added with Corner Radius setting

    Order_Ready_Order_Tiles_Corner.png

  • Order in Progress subsection with Section Title, Background Transparency, and Border Style settings

  • Order Ready subsection with Show Ready Timer and Tile Styles settings

Order_in_progress_settings.png
Ready_Order_Settings.png

抖阴Kitchen Management (XKM)

The Order Ready Screens consume the settings applied in 抖阴Data Management (XDM) and incorporate the user-defined branding into the screen layout(s).

  • Incorporate Data Management UI settings into new Order Ready Layout

  • Ability to suppress screen header/footer on Order Ready Screen

  • Download cache images before rendering layout

  • Apply user-defined section titles such as In Progress and Ready

  • Set background transparency for section headers and for tiles

  • Customize border style, color, transparency, and width for tiles

  • Set screen margins

Automatic Logoff

PRMA-3927

To improve security, Terminal Schemas now supports Automatic Logoff. This is useful in cases where multiple users where multiple users use the same POS terminals for individual transactions, such as servers that share POS terminals. Upon completing an action (e.g. Save Order, Tender Order, etc.) the POS terminal displays the Inactivity Timer before automatically logging the user off.

Affected Components:

  • 抖阴Data Management (XDM)

  • 抖阴Point of Service (POS)

抖阴Data Management (XDM)

Added new option Autologoff on Completed Actions in the General tab of the Terminal Scheme screen. The POS terminal displays an inactivity timer before automatically logging the user off. To define the length of time the system displays the Inactivity Timer, enter the amount of time in seconds into the Logoff Timeout on Completed Actions field.

PRMA-3927_Autologoff.png
PRMA-3927_Inactivity_Timer.png

抖阴Point of Sale (POS)

The system automatically logs a user out after completing the following order events:

  • Full Tender

  • Save

  • Void

  • Suspend

  • Save & Print

  • Re-send to Kitchen

  • Update Tip

  • Re-tender

  • Re-print Refund Receipt

  • Re-print Receipt

The system automatically logs a user out after completing the following non-sales order functions:

  • Create Product Count Order

  • Create Waste Order

  • Create Refund Order

  • Refund Specified Amount

The system automatically logs a user out after completing the following functions:

  • Paid In

  • Paid Out

  • End of Day

  • Start Break

  • Clock Out

抖阴User Experience (XUX)

Added Autologoff on Completed Actions option and Logoff Timeout on Completed Actions field to the General tab of the Terminal Scheme screen

Mobile Manager Improvements

PRMA-4041

Mobile Manager reporting improvements include Incident Rate metrics, report grouping, and customizeable drilldown options.

Affected Components:

  • 抖阴Mobile Manager (XMM)

  • 抖阴Cloud Portal (XOP)

抖阴Mobile Manager (XMM)

  • Incident Rate metrics with selected tag values of 1-10

    XMM_Key_stats_incident_rate.jpeg

  • Speed of Service Performance Metrics Reports Section

    • Specific 抖阴Portal permissions required to view

    • 1-2 grouping levels available. Groupings include Hours, Daypart, Order Source, and Destination

    • Table Turn Time AVG, Achieved %, and Avg. Exc. calculations available per Cook Time, Window Time, and Ticket Time

    XMM_SOS_.jpeg

  • Sales and Labor Report

    • Added a Job group filter

    • Added ability to toggle between Net Sales and Gross Sales

  • Group by Major and Minor Category on Sales Reports

    Major_Minor_Category.png

  • Configurable Drilldown Path

    • Define order and data layers for custom drilldown reporting

XMM_Key_Stats_Drilldown1.png
XMM_Key_Stats_Drill_Down_Levels.png
XMM_Key_Stats_Drill_Down_Levels_2.png

抖阴Cloud Portal (XOP)

  • Permissions available to manage the Speed of Service Performance report in 抖阴Mobile Manager

Tabs On-Demand: Bar Tabs

PRMA-4186

Added configuration option to allow the creation of Bar Tabs within the 抖阴POS order entry function for orders which do not already have a payment applied. This button appears on the List View and Order Entry screens and is configured on the 抖阴Data Management Terminal Scheme page.

Affected Components:

  • Data Management (XDM)

  • 抖阴Point of Sale (POS)

  • User Experience (XUX)

Data Management (XDM)

Added configuration for customizing the name of the Bar Tab button and support for using Tabs On-Demand.

PRMA-4186_Bar_Tabs_Display_Name.png

抖阴Point of Sale (POS)

Added Bar Tab button to the order options for Table Service Restaurants (TSR) and Quick Service Restaurants (QSR)

PRMA-4186_Order_View_Bar_Tab.png

User Experience (XUX)

Added Bar Tab button to the Table/Suite View鈥攁ppears after the selection of a table or suite.

Reporting Updates

PRMA-4292

The following updates improve functionality and design of 抖阴Reports (RPT). Primarily this means streamlining header values, formatting changes, adding multi-event selection capabilities, and various functional improvements.

Affected Components:

  • 抖阴Cloud Portal (XOP)

  • 抖阴Suite Catering (XCAT)

  • 抖阴Reporting (RPT)

  • 抖阴Venues Inventory (XVI)

抖阴Cloud Portal (XOP)

To provide better security, added the following permissions to the Site and Global levels:

  • Company Level / Inventory Report Groups. These permissions are disabled by default.

    • Permission Name - Permission Key: Enter the permission key code.

    • Transferred Items by Site Report - Reporting.Transferred.Items.by.Sit: Allows viewing Transferred Items by Site Report

  • Global Level / 抖阴Reporting. These permissions are enabled by default.

    • Value: Enter the value name.

    • Allowed - Reporting.Transferred.Items.by.Site: Allows viewing Transferred Items by Site Report. This permission is enabled for 抖阴Admins by default.

抖阴Suite Catering (XCAT)

Enabled the following permissions for Site Administrators for the XCAT Inventory Reporting:

  • Reporting.Inventory.Item.Listing

  • Reporting.Order.Summary

  • Reporting.Transfer.Summary

  • Reporting.Inventory.On.Hand

  • Reporting.Product.Listing

  • Reporting.Inventory.Count

  • Reporting.Stand.Worksheet.Closing

  • Reporting.Physical.Terminal.Sales

  • Reporting.Sales.Over.Short

抖阴Reports (RPT)

  • Added Delivered by and Received by signature lines to the Summary Report PDF. The signatures are always shown on the same page.

  • Added support for multiple ordering units in the Inventory Listing Report. Inventory Items linked to multiple vendors and ordering units list one record for each unique vendor and ordering units.

  • Corrected data displayed when an event is changed from open to closed and the user does not re-select the event. The data is displayed as expected.

  • Updated the Stand Worksheet Closing report to display non-chargeable/chargeable items as blank when no data is present for the item.

  • Enabled negative number entries in stand worksheets.

  • Added Transfer Summary Report to 抖阴Reports. The Transfer Summary Report displays inventory items transferred across sites. The following are tracked in the report:

    • Event: Name or keyword(s) of the item.

    • Transfer Date: Date of the transfer.

    • Transfer ID: Identifying number of the item.

    • Status: The status of the transfer.

    • From (Type): The type of site the transfer item is coming from.

    • From (Name): The name of the site the transfer item is coming from.

    • To (Type): The type of site the transfer item is going to.

    • To (Name): The name of the site the transfer item is going to.

    • Transfer Type: The method of transfer.

    • Cost: The monetary value of the item.

    PRMA-4292_RPT_Transfer_Summary_LIst_2.png

  • This update updates the alignment of the following column headers and values:

    • Order Summary Report: Purchase Order Number is left-justified.

    • Sales Over Short Report: Tips are right-justified.

  • Added a Company View and Site View to Inventory Item Listing Reports.

    • The Company View displays the current record(s) of all the sites of the company.

      PRMA-4292_RPT_Inventory_Item_Listing_-_Company_View_2.png

    • The Site View displays the current record(s) of the selected site(s). Company View is selected by default.

      PRMA-4292_RPT_Inventory_Item_Listing_-_Site_View_2.png

  • The dividing line between the column headers in the Stand Worksheet Closing Report extends through the second header line.

    PRMA-4292_RPT_Dividing_Header_Line_2.png

  • Improved the following on Reports Detail Page the maintain consistency on the page:

    • Subtitle font size and color

    • Table Header style

    • Spacing of the page

抖阴Venues Reporting (XVI)

  • Ensures N/A is not valid a entry/filter fImproved the following on Reports Detail Page the maintain consistency on the page:or the Quantity and Cost columns of an XVI Report.

  • To match other 抖阴Reports, negative quantities in XVI Reports are highlighted in red. When re-submitting query conditions, the Detail View window closes.

  • For sites that do not have the calendar function enabled, the XVI Reports Inventory Item Listing, Inventory On Hand, and Product Listing reports display Report Run instead of Business Date.

  • Added Company View to Inventory Listing Report. This displays only the Master Records. When Company View is selected, Site Selector is disabled.

  • Ensures XVI exports are updated with the latest Inventory Item courts.

  • Updated the default number of records returned from 20k to 50k. If the number of records exceeds 50K, a yellow icon displays. This affects all reports in XVI.

  • Improved the job run time for XVI ELT from 30 minutes to 5 minutes.

  • Enabled the following permissions for Site Administrators for the XVI Suite Catering Report:

    • Reporting.Production

    • Reporting.Notes&Questions

    • Reporting.Suite.Payment

    • Reporting.Account.Invoice

    • Reporting.Suite.Order.Summary

    • Reporting.Suite.Item.Sales

Retail Product Stock Levels

PRMA-4729

This update adds the ability to perform a product lookup at the POS and view the real-time stock levels for the product at company sites.

Affected Components:

  • Data Management (XDM)

  • Online Ordering (XOO)

  • Ordering (POS)

  • Portal/Onboarding (XOP)

Data Management (XDM)

This update adds support for the dash ( - ) and underscore ( _ ) characters when defining an external identifier for a product. External identifiers are defined from the Ordering Options page of the Product List editor.

Online Ordering (XOO)

Out of stock items are not available to be purchased online.

Ordering (POS)

From the Product Details window, the user can now view the stock quantity that is currently on-hand for a selected retail product.

The Number in Stock field specifies the quantity that is in stock at the current site.

Product_Lookup_w_Arrow.png

To view the stock level at other sites, select Check Other Sites from the Number in Stock field.

From the Stock at Other Sites window, view the site hierarchy in Group or List View (if applicable).

Stock_at_Other_Sites_-_Group_View.png

For procedural steps, see View Stock On-Hand.

Portal/Onboarding (XOP)

抖阴Cloud Services now integrate with third-party inventory stock management providers through a new custom Stock On Hand service. This service communicates between the POS application and the 抖阴Partner Relay (XPRL) middleware to receive on-hand product data.

Role Permissions

  • StockLevel.CurrentSite.View - Allows user to view product stock levels for the current site.

  • StockLevel.OtherSites.View - Allows user to view product stock levels at other sites.

PIN and Comment for Discounts

PRMA-4795

This new feature adds discount configuration options in 抖阴Data Management to capture authorization information for discounts in 抖阴Cloud POS.

Affected Components:

  • 抖阴Data Management (XDM)

  • 抖阴Cloud POS (XPOS)

  • 抖阴Reports (XRPT)

抖阴Data Management (XDM)

Added Discount configuration settings, Require Re-Authentication and Comment to Data Management 鈫� Ordering Settings 鈫� Discounts & Fees 鈫� Discount List 鈫� Discount Edit Form 鈫� Rules.

The authentication method depends on configured preferences including: User ID only, complex, or a combination of both. Re-authentication on POS possibly requires a Biometric scan, if configured.

DM_Discount_Settings.png
Discount_comment_settings.png

抖阴Cloud POS (XPOS)

XPOS consumes discount-level configurations from 抖阴Data Management:

  • If enabled, allows or forces leaving an item-level comment to the discount

  • If enabled, requires authentication after discount is applied

  • Records the employee data who added the discount

    Discount_comment_box.png
    Manager_Approval_Discount.png

抖阴Reports (XRPT)

View discounts used and applied at all locations and by whom, including:

  • The monetary values of those discounts (by discount)

  • The employee who used the discount

  • The percentage of discounts and dollar amounts compared to gross revenue during employees' time on clock/shift

FreedomPay Device: Configurable Log Levels

PRMA-4892

This update enables technical support to provide debug-level logging data to FreedomPay to facilitate device troubleshooting.

While collecting logs at the info-level is the recommended best practice, log levels are now configurable to allow for more detailed logs when additional information is needed.

Affected Components:

  • Data Management (XDM)

  • Ordering (POS)

Data Management (XDM)

The following settings are located in the Peripheral Configuration section of the Peripherals editor for the FreedomPay Payment Device.

For complete configuration instructions, see FreedomPay Payment Device.

The default value for the following settings has been updated:

  • Failure Replay Timer - Type the interval (in minutes) to retry a failed replay attempt.

    Valid value range: 5 - 60. The new default is 5.

  • Decline Replay Timer - Type the interval (in minutes) to retry a declined replay attempt.

    Valid value range: 5 - 2147483647. The new default is 1440.

  • SDK Log Level - From the dropdown, select the desired SDK log level for the device.

    Valid values: Info; Debug; Warn; Error; Fatal. The default is Info.

    Set to Debug to produce debug-level log files.

Set the default values specified above for newly added devices. Existing device configurations will be updated by Professional Services representatives.

Ordering (XPOS)

The Ordering application is updated to consume the Data Management configuration settings and produce log files at the defined level for each FreedomPay payment device.

FreedomPay Device: Remote Reboot

PRMA-4908

This update introduces the ability to reboot FreedomPay payment devices remotely via the Ordering application. This enables the user on-site to reboot the payment devices as needed without having to call 抖阴Support.

A new Power Cycle CC Device At Post function available from the POS Functions screen enables the user to login to the Web Power Switch from the DMB and power cycle the payment device.

Remote Reboot Payment Device

Perform these steps if the payment device displays "Card Read Error" and does not allow a retry -OR- if the payment device is not prompting for payment.

While the device reboots, the staff can enter orders at the POS and instruct the guest to proceed to the window to complete the tender process.

It takes approximately one (1) minute for the device to reboot. The site logo appears on the device when the reboot is complete.

To reboot an outdoor payment device:

  1. Sign In to a POS terminal. It may be necessary to use a different POS terminal if the 鈥淲aiting for Card鈥� message does not clear from the POS display.

  2. From the POS Functions screen, select Power Cycle CC Device At Post.

  3. From the displayed screen, select Reboot.

  4. From the upper-left of the displayed screen, select X to exit.

FreedomPay Device: Configurable Guest Tips

PRMA-4936

This update adds the ability to configure guest tips for FreedomPay payment devices at the site-level.

Affected Components:

  • Data Management (XDM)

Data Management (XDM)

The following setting is located in the Peripheral Configuration section of the Peripherals editor for the FreedomPay Payment Device.

For complete configuration instructions, see FreedomPay Payment Device.

  • Show Tips Dialog - Toggle Yes to display the dialog for guest tips when processing a payment for an order.

    When toggled Yes, additional Tip Option fields are provided.

    In each Tip Option field, type a tip percentage (%) value to provide as an option on the payment device. The default values are 15, 18, and 20.

Note

  • Configurable Guest Tips is supported with FreedomPay Lane 3000 and Lane 3600 devices.

  • The FreedomPay AFCC plugin was upgraded to version 1.37 for this enhancement.

Kitchen Screen Routing to Multiple Printers

PRMA-4959

This update is an enhancement to the 抖阴Kitchen Management - Item Label Printing feature.

With this update, multiple kitchen printers can now be associated with a single kitchen screen. The print jobs for the order items displayed on the kitchen screen are routed to the appropriate printer based on the routing category filters defined for each printer.

The following is an example of a kitchen environment that this update supports:

  • Multiple kitchen stations where a specific beverage type is claimed and prepared by the staff at that station.

  • Each kitchen station displays the same beverage production assembly screen. This assembly screen displays ALL beverages types from ALL orders.

  • Multiple kitchen printers are associated with the assembly screen. Item labels are printed on order bump and/or item claim.

  • The item labels that each printer prints are determined by the item routing category filters defined for the printer. This allows the assembly screen to route item label print jobs to the appropriate printer.

Affected Components:

  • Data Management (XDM)

  • 抖阴Kitchen Management (XKM)

  • 抖阴Ordering (POS)

Data Management (XDM)

The following describes the Data Management updates related to this feature.

Kitchen Screen Settings

The Printing page of the Kitchen Screen Settings editor is updated to enable the user to configure specific kitchen screens for this feature.

The Print Item Label section of the Printing page now includes the following setting:

  • Enforce Printer Routing Rules - Toggle Yes to route order items on this kitchen screen to all the kitchen printers assigned to this screen for item label printing (on bump and/or on claim) based on the kitchen routing category rules defined for the printers.

    When this setting is toggled Yes, the Printers for Item Label section is displayed.

    Enforce_Printer_Routing_Rules.png

    From the Printers for Item Label section, add the item label printers for this kitchen screen and select a template for each printer.

    To use the template that is currently assigned to the selected printer, select Use Printer Settings. Use the Peripherals editor to assign templates to printers.

    More than one set of printers may be added to a kitchen screen with different site assignments.

    Add_Printers_and_Templates_for_Item_Label.png

    Note

    The Use Printer Settings option is also available from the Print Template for Item Label dropdown in a single printer configuration.

Peripherals

The General page of the Peripherals editor for Printer Peripheral Types now includes the following setting:

  • Accepts POS Kitchen Print Jobs - Toggle On if the printer is eligible to process Kitchen Print Jobs initiated from the POS and the Kitchen applications.

    If the setting is toggled Off, then this printer is only used to process Print Jobs initiated from the Kitchen application.

    This setting is toggled On by default.

    This setting is only available when Kitchen Printer is selected from the Printer Type dropdown.

    Accepts_POS_Kitchen_Print_Jobs.png

抖阴Kitchen Management (XKM)

Important

This feature is supported in XKM versions 3.9 (or greater).

XKM is updated to support an array of multiple item label printers for individual kitchen screens. The item labels conform to the print template specified for each printer.

This update ensures that in an environment where multiple kitchen stations display the same screen, the item labels printed at each kitchen station are specific to the items prepared at that station.

This benefits the staff members at each station by printing the appropriate label on item claim or bump, so that the label is ready to be attached to their prepared item as needed.

All printers assigned to a kitchen screen are listed on the Peripheral tab of Station Status.

抖阴Ordering (POS)

The Ordering application is updated to not send kitchen print jobs to a kitchen printer unless the printer is configured to accept POS Kitchen print jobs.

This update ensures that products that are not yet fulfilled are not printed on kitchen chits by POS request.

Kitchen Hold Timer on Upstream Displays

PRMA-5012

The following identifies an update to the Kitchen Hold Timer used in Upstream Display environments.

The Hold Timer specifies the amount of time an order has been sitting in the 鈥楬old鈥� area awaiting customer arrival. The Hold Timer is triggered on a designated screen when items from a corresponding order are bumped from its related upstream screens.

With this update, if an order is master bumped from the screen where the Hold Timer is triggered before its order items are bumped from the hold timer upstream screens, then the Hold Timer value is set to match the Bump Time of the MasterBump event.

This update ensures the Hold Timer value is included as expected in Speed of Service reports.

Affected Components:

  • 抖阴Kitchen Management (XKM)

Hold Timer Update

When Show Hold Timer is enabled, the HoldTimerStarted and HoldTimerStopped values for a bumped order now match the BumpTime value of the MasterBump event if the order is bumped from the master screen before it is bumped from the hold timer upstream screens.

The Show Hold Timer setting is set in the聽Cell Header section of the Cells聽page of the聽Kitchen Screen Settings聽editor in Data Management.

In the event the Hold Timer is NOT started and the bumped order is recalled:

  • The HoldTimerStarted and HoldTimerStopped values for the order are cleared.

  • The HoldTimerStarted value is set when the hold timer begins for the order (i.e. when聽all order items on the upstream hold screens are bumped from the hold dependent screens).

  • The HoldTimerStopped value is set when the hold timer stops for the order (i.e. when the order is bumped from the screen that triggers the Hold Timer).

  • The values are sent one more time to the POS.

Order ID Values

With this update, XKM persists the same Order ID value that is sent to XKM by the POS application for all events.

This update applies to the following:

  • OrderID

  • SplitFromOrderID

  • CombinedFromOrderID

XKM adds the BusinessDate element to all events, including bump events and hold time events.

Mobile Manager: Speed of Service Key Stat

PRMA-5142

Added ability to configure a Key Stat that references a specific Speed of Service (SOS) named calculation.

The SOS (Calculation) Key Stat provides time-incremented SOS values by site. When one (1) business date is selected, the metric is grouped by Hour. When multiple business dates are selected, the metric is grouped by Day. The AVG time format is used. The chart displays aggregated data for all selected sites per date range.

See also: