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2025 February | Feature Highlights

Data Management | Gift Card PIN Prompt Management

PRMA-2126

抖阴Data Management (XDM) now allows a system administrator to manage the PIN prompt for Gift Cards by the following Transaction Types and Entry Methods:

  • Transaction Type

    • Cash Out

    • Gift Card Payment

    • Balance Inquiry

  • Entry Method

    • Manual

    • Swipe

    • Scan

Affected Components:

  • 抖阴Data Management (XDM)

  • 抖阴Point of Sale (XPOS)

抖阴Data Management (XDM)

Manage Gift Card PIN prompt by Transaction Type and Entry Method.

Gift Provider Profile Settings

抖阴Cloud Portal聽鈫捖�4-Dot Menu聽鈫捖燚ata Management聽鈫捖燨rdering Settings聽鈫捖燬ettings聽鈫捖燝ift Provider Profiles

From the PIN Prompt section of the General page of the Gift Provider Profiles editor, define the following:

  • Transaction Type - POS user is prompted to enter the Gift Card PIN for selected transaction types (Payment, Cash Out, and/or Balance Inquiry).

  • Entry Method - POS user is prompted to enter the Gift Card PIN for selected Gift Card entry methods (Manual, Swipe, and/or Scan).

XDM__Gift_Provider_Profiles_PIN_Prompt.png

From the BIN Ranges page, define BIN ranges for the gift card service provider.

For each BIN Range, toggle PIN to Yes or No to indicate if the BIN range requires a PIN.

If a BIN range does NOT require a PIN, then the PIN Prompt settings are ignored.

抖阴Point of Sale (XPOS)

New setting in XDM allow Gift Card PIN prompts to be managed by the Transaction Type and Entry Method.

Kitchen | Bump Restriction

PRMA-5663

Restricts items from being bumped until the item is claimed/completed and the order is restricted from being bumped until all items are claimed/completed.

Affected Components:

  • 抖阴Data Management (XDM)

  • 抖阴Kitchen Management (XKM)

抖阴Data Management (XDM)

New setting in the Kitchen Screen Settings of XDM:

  • Optionally restrict item bump until item is claimed and restrict order bump until all items are claimed.

  • Optionally restrict item bump until item is marked as complete and restrict order bump until all items are marked as complete.

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

Configure the following settings from the Item Events section of the Cells page of the Kitchen Screen Settings editor:

  • Restrict Bump Until Claim - Restrict item bump upstream until item is claimed and restrict order bump until all items are claimed.

  • Restrict Bump Until Complete - Restrict item bump until item is marked as complete and restrict order bump until all items are marked as complete.

Item Events

XDM_Kitchen_Screen_Settings_Itme_Events.png

Add Lifecycle Events

XDM_Kitchen_Screen_Settings_Add_Lifecycle_Event.png

The settings above are only available when Advanced Lifecycle is selected from the Item Tap Event dropdown.

抖阴Kitchen Management (XKM)

When the Item Events settings for Restrict Bump Until Claim and Restrict Bump Until Complete, bumping is restricted for orders if the following conditions are not met:

  • All items in an order are claimed.

  • The Order is marked as complete.

Online Ordering | Projected Pricing

PRMA-5710

Enhanced the 抖阴Online Ordering (XOO) Menu Engine (ME) to calculate the projected price of a combo item when the is a price set for a child level item.

Affected Components:

  • 抖阴Data Management (XDM)

  • 抖阴Online Ordering (XOO)

抖阴Data Management (XDM)

Enabled projected pricing within bundle components by adding new Enable Projected Pricing configuration to Bundle Component create/edit form, with option to select Default Item for Pricing.

XDM_Bundle_Component_Enable_Projected_Pricing.png

抖阴Online Ordering (XOO)

Added support for display of projected prices for bundles on menus by enabling consumption of new setting Enabled Projected Pricing and adding Default Item for Pricing option.

Online Ordering | Touchless Payment for Retail

PRMA-4699 and PRMA-5187

Integrated Yellow Dog Shipping API with Touchless Payments for Retail 抖阴.

Enter retail orders for shipment to provided customer address and provide customer with tracking number.

Optionally email link to enable customer to enter their shipping and touchless payment information.

Confirm merchandise orders, collect payment and shipping information, ship out orders, send links of the retail order and return label information for the shipment to the provided customer address.

Affected Components:

  • 抖阴Data Management (XDM)

  • 抖阴Online Ordering (XOO)

  • 抖阴Point of Sale (XPOS)

抖阴Data Management (XDM)

Added new settings to integrate touchless payments for retail orders:

Shipping Settings

抖阴Cloud Portal聽鈫捖�4-Dot Menu聽鈫捖燚ata Management聽鈫捖燨rdering Settings聽鈫捖燬ettings聽鈫捖燩references

From the Ordering Application聽鈫捖燬hipping section of Company/Site Preferences, define product shipping settings, including the Automatic Shipping Upcharge.

XDM_Shipping_Automatic_Shipping_Upcharge.png

Parcel Configuration

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

Use the Parcels editor to create parcel records for product shipping.

XDM_Settings_Parcels.png

Default Weight Format

抖阴Cloud Portal聽鈫捖�4-Dot Menu聽鈫捖燚ata Management聽鈫捖燨rdering Settings聽鈫捖燬ettings聽鈫捖燩references

From the General section of Company/Site Preferences, define the following setting:

  • Default Weight Format for Shipping - Select the preferred unit of measure when capturing product weight: Standard or Metric.

XDM_Settings__Default_Weight_Format_for_Shipping.png

Order Destination Configuration

抖阴Cloud Portal聽鈫捖�4-Dot Menu聽鈫捖燚ata Management聽鈫捖燨rdering Settings聽鈫捖燬ettings聽鈫捖燨rder Destination

From the General section of the Order Destination editor, define the following:

  • Send Email For Payment On Save - Determines if payment email is sent to guest after POS user saves an order for this destination.

    The email contains an URL that enables guest to complete order payment.

  • Only for Shipping - Determines if destination is only available for Shipping Orders.

  • Product Shipment Behavior - Determines if all order items with this destination are automatically marked for shipment.

    From the dropdown, select the preferred option:

    • Mark All Items For Shipment - Automatically mark all order items for shipment.

    • Manual Shipment Selection - Allow user to mark applicable order items for shipment.

XDM_Settings_Order_Destination_Touchless_Integration_Settings.png

Touchless Payments

抖阴Cloud Portal聽鈫捖�4-Dot Menu聽鈫捖燚ata Management聽鈫捖燨rdering Settings聽鈫捖燬ettings聽鈫捖燩references

From the Payments section of Company/Site Preferences, define the following setting:

  • Integrated Touchless - Toggle Yes to enable the integrated Touchless Payments flow at the POS.

See Touchless Payments for additional configuration.

XDM_Touchless_Payment_Integrated_Toucheless.png

The following Touchless Notification Templates are now available from Notification Templates:

  • Final Receipt and Tracking - Retail Shipping

  • Touchless Link and Receipt - Retail Shipping

抖阴Online Ordering (XOO)

Added Touchless Payments integration to 抖阴Online Ordering (XOO).

  • Specify address data and credit card information for payment and use the same address for shipping

    XOO_Address_Data_and_Credit_Card_Info.png

  • Option to show the email address on the Thank you! screen of the Touchless Payment UI

  • Ability for customers to receive email notifications with a link to pay for the order via Touchless payment retail shipping workflow and send an order confirmation email receipt after successful payment

    XOO_Touchless_Link_and_Receipt_-_Retail_Shipping.png

    • Integrated Google Autocomplete Suggestions for the billing address form

    • The Touchless Payment URL link expires after 24 hours

      XDM_Touchless_Payment_Link_Expired.png

    • The user is notified of Touchless Payment URL expiration with respective countdown timer.

      • When there is 10 minutes or less left before expiration, the message is red

        XOO_10_min_or_Less_Before_Expiration.png

      • When there is 60 to 10 minutes left before expiration, the message is yellow

        XOO_60_to_10_min_Before_Expiration.png

      • When there is 60+ minutes left before expiration, the message is blue

        XOO_60_min_or_More_Before_Expiration.png

抖阴Point of Sale (XPOS)

Provided UI to add retail items to one or more parcels for shipment to customer.

  • Select a predefined parcel size or define a custom parcel (dependent on user permissions).

    XPOS_Predefined_Parcel_Size.png

  • Specify the parcel weight and unit of measurement. Provide shipping instructions as needed.

    XPOS_Custom_Parcel_Size.png

  • Select the delivery method / shipping rate for each parcel.

    The POS retrieves carrier shipping rates from EasyPost API via the XPRL service.

    XPOS_Delivery_Method.png

  • Select the applicable shipping fee.

    If the selected fee is inactive, the default fee is applied.

    XPOS_Shipping_Fee.png

Payments Router | Touchless Integration

PRMA-4240

Moved Touchless processes into the 抖阴Payments Router (XPR) to leverage full feature set for Genius and sets the stage for other processor integration work.

Affected Components:

  • 抖阴Online Ordering (XOO)

  • 抖阴Payments Router (XPR)

抖阴Online Ordering (XOO)

Infrastructure improvements that do not affect the business functions of 抖阴Cloud or supported services.

抖阴Payments Router (XPR)

Infrastructure improvements that do not affect the business functions of 抖阴Cloud or supported services.

Point of Sale | Alphanumeric Manual Gift Card Entry

PRMA-5559

抖阴Point of Sale (XPOS) now support alphanumeric manual entry for gift cards to support gift cards with letters as well as numbers in the ticket number.

Affected Components:

  • 抖阴Data Management (XDM)

  • 抖阴Point of Sale (XPOS)

抖阴Data Management (XDM)

Enabled configuration of default keyboard for gift card manual entry with new Default Gift Card Keypad dropdown in Gift Cards, to appear when Enable Gift Cards setting is enabled.

Company/Site Preferences

Portal 鈫� 4-Dot Menu 鈫� Data Management 鈫� Ordering Settings 鈫� Settings 鈫� Preferences

From the Liability Items聽鈫捖燝ift Cards section, define the following setting:

  • Default Gift Cards Keypad - From the dropdown, select the preferred keypad for adding gift card information:

    • Alphanumeric - Keypad with letters and numbers.

    • Numeric - Keypad with numbers only.

XDM_Liability_Items_Default_Gift_Cards_Keypad_Alphanumeric.png

抖阴Point of Sale (XOP)

Support for Alphanumeric Keyboard for Manual Gift Card Entry

Point of Sale | Ingenico Desk 5000 Multi-Transaction Support

PRMA-5545

抖阴Point of Sale now supports multiple transactions on the Ingenico Desk 5000 peripheral per the integration requirements for TD devices.

Affected Components:

  • 抖阴Point of Sale (XPOS)

抖阴Point of Sale (XPOS)

Improved integration requirements and communication for TD payment devices.

Point of Sale | Payment Card Brand

PRMA-5426

The name of a card brand is now displayed throughout the Payment lifecycle of a transaction. e.g., Visa, MasterCard.

Affected Components:

  • 抖阴Point of Sale (XPOS)

抖阴Point of Sale (XPOS)

Improved the payment lifecycle logic to always include the name of the card brand.

XPOS_Card_Brand_Shown.png

Point of Sale | Split Check Restrictions

PRMA-5376

Improved Open Orders View to filter Split Checks where ownership was transferred to different server.

Affected Components:

  • 抖阴Point of Sale (XPOS)

抖阴Point of Sale (XPOS)

Split Orders are filtered based on ownership on Open Orders View of the 抖阴Point of Sale (XPOS).

XPOS_View_Orders_Split_Screen.png

Reports | Card Configuration

PRMA-3814

Customize dashboard cards to see relevant KPI's for the business. Manage multiple dashboards from the Dashboard settings.

Affected Components:

  • 抖阴Data Management (XDM)

  • 抖阴Reports (RPT)

抖阴Data Management (XDM)

Enhanced configuration and display of transaction-based statistics in Reporting Dashboard with the following actions:

  • Allow management of multiple dashboards with creation of new page to manage Dashboard settings

  • Allow users to assign names to assign names to statistics and dashboards, select Comparison Methods, change order of key statistics

  • Allow addition of new key statistic with new Add Key Stat button

To edit the Reporting Dashboard:

抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Data Management 鈫� Reporting 鈫� Dashboard

  1. In the Key Stats Order section, select the desired key stat(s).

  2. [Optional] To reorder a key stat, select a key stat and drag it to the desired position in the list.

  3. From the upper-right of the Dashboard edit form, select Save.

To add a new Key Stat:

  1. From the upper-right of the Key Stats Order section, select New Key Stat.

  2. From the list on the Add Key Stat popup, select the desired key stat(s).

  3. From the lower-right of the Add Key Stat popup, select Add Item(s).

XDM_Reporting_Edit_Dashboard.png

抖阴Reports (RPT)

Added the ability to customize cards on the 抖阴Reports (RPT) Dashboard from XDM.

Suite Catering | Suite Reassignment

PRMA-5450

抖阴Suite Catering (XCAT) shows that an order has been reassigned to a different Suite so that Account Holders can view an orders that have been moved.

Affected Components:

  • 抖阴Cloud Portal (XOP)

  • 抖阴Suite Catering (XCAT)

抖阴Cloud Portal (XOP)

New feature Event - Suite Reassignment on the Orders tab in the XCAT 抖阴Cloud Portal (XOP). Use this feature to reassign an order to a different suite.

抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Suite Catering 鈫� Suite Catering 鈫� Orders 鈫� Event - Suite Reassignment

To reassign a order:

  1. From the upper-right of the Event - Suite Reassignment page, select Select Event

    XOP_XCAT__Orders_Event_-_Suite_Reassignment.png

  2. In the Event Selector, select the event(s) as needed.

    XOP_XCAT_Orders_Event_Selector.png

  3. From the Reassign to dropdown on the Reassign Suite(s) window, select the suite.

    XOP_XCAT_Orders_Reassign_Suite.png

  4. From the lower-right of the Reassign Suite(s) window, select Review Changes.

    XOP_XCAT_Orders_Reassign_Suite_View_and_Edit.png

  5. Form the lower-right of the Reassign Suite(s) window, select Save.

    XOP_XCAT_Orders_Reassign_Suite_Review_Changes.png

抖阴Suite Catering (XCAT)

Orders reassigned to different Suite show that the order has been moved. Select the order reassignment to show more details on the order.

Order Reassigned - Web

XCAT_Reassigned_Suite.png

Order Reassigned Popup - Web

XCAT_Reassigned_Suite_Popup.png

Order Reassigned - Mobile

XCAT_Reassigned_Suite_Mobile.png

Order Reassigned Popup - Mobile

XCAT_Reassigned_Suite_Popup_Mobile.png

Venues Inventory | Base Unit of Measurements

PRMA-5746

Option for a Base Unit of Measurement (UOM) to improve consistency when there multiple UOMs are in use. Recommend base unit of one (1).

Affected Components:

  • 抖阴Data Management (XDM)

  • 抖阴Reports (RPT)

  • 抖阴Venues Inventory (XVI)

抖阴Data Management (XDM)

  • New setting in 抖阴Data Management (XDM) to set the Base Unit of an Inventory Item. Configure the default base unit for item by adding new聽Base Unit聽column and supporting user setting base unit with聽Edit听辞谤听Add Measure听蹿耻苍肠迟颈辞苍补濒颈迟测.

    To set a Base Unit for an Inventory Item:

    抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Data Management 鈫� Venue Inventory Settings 鈫� Inventory Items 鈫� [Create an Inventory Item] 鈫� Measures

    1. From the upper-right of the Measures page, select Add Measure.

    2. In the Base Unit field, toggle the option to Yes.

    3. Fill out the rest of the Add Measure form.

    4. From lower-right of the Add Measure popup, select Save.

    XDM_Measures_Base_Unit.png

  • Enabled display of default transfer unit in Inventory Item Thresholds.

  • Enabled display of Default Ordering Unit for item measure in Link Inventory Item and Add Vendor

  • Enabled display of Default Recipe Unit as default in Add Ingredients

抖阴Reports (RPT)

Added the ability to change measure unit preferred base unit with the Unit Option field for the following reports:

  • Inventory Count

  • Inventory On Hand

  • Inventory Order List

  • Transfer By Item

This option is only available when multiple UOMs are defined.

抖阴Venues Inventory (XVI)

  • Added the ability to configure the unit and update the outputed the calculated value in for each affected unit for the Inventory Count.

    XVI_Inventory_Count_Sheet___Set_Default_Base_Unit.png

  • Added the ability to set the default transfer unit when creating a new transfer and change the transfer unit by select different transfer unit from the dropdown list for the following:

    • Transfer

    • Inventory Order List

    XVI_Transfer_Set_Default_Base_Unit.png

  • The following pages now update unit of measurement when a Base Unit is configured:

    • Historical Quantities

    • Transfers in Stand Worksheets

Venues Inventory | Cost of Goods Sold Report

PRMA-5554

New report for the Cost of Goods Sold (COGS) by terminal and physical sales.

Affected Components:

  • 抖阴Cloud Portal (XOP)

  • 抖阴Data Management (XDM)

  • 抖阴Reports (RPT)

  • 抖阴Venues Inventory (XVI)

抖阴Cloud Portal (XOP)

Improved reporting functionality by adding new Inventory Cost of Goods Sold Report (Reporting.Inventory.Cost.of.Goods.Sold) permission at company and global levels..

抖阴Data Management (XDM)

Added support for report showing Cost Of Goods Sold by terminal and physical sales by adding new Inventory Cost of Goods Sold report to Report Options.

抖阴Reports (RPT)

  • New report type Cost of Goods Sold to show the cost of goods sold by terminal and physical sales.

    Inventory Cost of Goods Sold Report Form

    RPT_Inventory_Cost_of_Goods_Sold_Report_Form.png

    Inventory Cost of Goods Sold Report Example

    RPT_Inventory_Cost_of_Goods_Sold_Report_Example.png

  • Enhanced 抖阴Reports (RPT) to truncate the item field and display a warning message when the the length of the item exceeds the field size.

抖阴Venues Inventory (XVI)

Added support for reporting functionality to show Cost of Goods Sold by terminal and physical sales through addition of costs field in stand-work-sheet-item collection.

Venues Inventory | Transfer Pick Sheet

PRMA-5470

To help a site order the proper amount of items to be delivered, create a Pick Sheet Report for 抖阴Venues Inventory (XVI) that shows the quantity of items needed at a site.

Affected Components:

  • 抖阴Cloud Portal (XOP)

  • 抖阴Data Management (XDM)

  • 抖阴Reports (RPT)

抖阴Cloud Portal (XOP)

狈别飞听Reporting.Transfer.Pick.Sheet聽permission for the following:

  • Admin Settings

    抖阴Cloud Portal 鈫� User Name Dropdown 鈫� Admin 鈫� All Roles 鈫� [Select a Role] 鈫� 抖阴Reporting

    XOP_Admin_Reporting_Transer_Pick_Sheet_Permission.png

  • User Roles

    抖阴Cloud Portal 鈫� User Management 鈫� Role 鈫� [Select a Role] 鈫� Reporting 鈫� Inventory Reports

    XOP_User_Management_Transer_Pick_Sheet_Permission.png

抖阴Data Management (XDM)

狈别飞听Transfer Pick Sheet聽report in Report Options for companies with an active Venues Inventory subscription.

抖阴Cloud Portal 鈫� 4-Dot Menu 鈫� Data Management 鈫� Reporting 鈫� Report Options 鈫� Inventory

XDM_Reporting_Inventory_Transfer_Pick_Sheet.png

抖阴Reports (RPT)

New report to show the amount of items to be delivered to a site.

RPT_Reports_Transfer_Pick_Sheet.png
See also: