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3.9.41-x

2024-09-06 | 3.9.41-5 Cloud POS

The information provided below includes the user experience, process workflow, and infrastructure improvements and updates for this production version of POS Ordering API and UI.

Refer to Change Ticket: CHANGE-10510 when speaking with a Team Member about this release.

Improvements

POS-50153, POS-48408

FreedomPay Integration

This update resolves an auth_reference_id is required message that appeared when the user added a tip, and then attempted to tender the order using the card-on-file (COF).

2024-09-05 | 3.9.41-4 Cloud POS

The information provided below includes the user experience, process workflow, and infrastructure improvements and updates for this production version of POS Ordering API and UI.

Refer to Change Tickets: CHANGE-10101 and CHANGE-10230 when speaking with a Team Member about this release.

Improvements

POS-49550

Verifone Payment Devices

This update resolves a communication issue that was encountered when using a Verifone payment device with Bluetooth and the following configuration:

  • Enable Swipe Ahead: On

POS-49747

Reprint Receipt

This update resolves a printer spooler error that was generated for the primary and the backup printer when the user attempted to reprint an order receipt.

2024-06-18 | 3.9.41-1 Cloud POS

The information provided below includes the user experience, process workflow, and infrastructure improvements and updates for this production version of POS Ordering API and UI.

Pricing Rules: Destination Condition

This feature enables administrators to define product and child item pricing rules that are restricted to the destination of the order (e.g. Eat In, Carry Out).

Destination conditions are configurable for pricing rules and child-item pricing rules for products and modifiers.

For more information, see Pricing Rules: Destination Condition.

Product Exchanges

The following identifies enhancements to the product exchange feature. For user instructions, see Exchanges.

  • Exchange a retail product purchased in a previous transaction with another product of equal or lesser value. Optionally capture a Reason Code and indicate whether the exchanged product is returned to inventory (POS-5295).

  • Exchange retail products purchased from a different site within the same company. This provides greater flexibility by not forcing customers to return to the original purchase site to exchange a product (POS-48519).

  • Optionally print a QR Code on the customer receipt. Scanning the QR Code on the receipt facilitates the product return / exchange process (POS-14841).

  • Exchange a retail product without purchase information, such as a receipt or associated order number (POS-48520).

  • Improved cross-site search functionality to better track product updates at other sites. This update ensures that products returned / refunded at a site are not available to be returned / refunded at another site.

    Additionally, Refund / Return/ Exchange operations are forbidden for orders from another site if the POS terminal is offline.

Retail Product Stock Levels

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 (PRMA-4729).

For more information, see Retail Product Stock Levels.

Improvements

POS-31730

Open Order Lanes

Added support for custom Order Card layouts used on Open Order Lanes.

Order Cards display order information, such as Customer Name and Delivery Time, and are used on Open Order Screens to show multiple sectors of orders.

POS-42297

Email Receipt for Refunds

When an order is refunded an email receipt specific to Refund transactions is sent to the guest.

This update add a new notification_status for refunds named "send-refund" to generate the following notification:

  • createEmailNotificationForRefundOrder

POS-42467

Currency Button Labels

This update addresses an issue that was encountered with Samsung Galaxy Tab S6 devices.

With this update, the currency name is always restricted to a single line on the payment button. The name is truncated if necessary.

The Due Amount is always displayed in its entirety on the line immediately below the currency name.

POS-43952

FreedomPay Integration

This update implements an optional feature that enables the user to cancel a payment transaction from the POS while it is processing on a payment device.

Payment Configuration Setting

From the Payments section of Company/Site Preferences in Data Management, configure the following setting:

  • Allow Cancelling In-Progress Transactions - Toggle Yes to allow the user to cancel a transaction while it is processing on a payment device.

    Toggle No to NOT allow the user to cancel a transaction while it is processing on a payment device.

POS-44277

Login Screen

Updated screen style of the Login screen for Valued Brand to address an issue with the positioning of the status bar.

POS-44287

Manual Card Entry with Genius

Added support for manual credit card entry at the POS with Genius devices.

This feature is beneficial in a venues environment by enabling the user to quickly process a refund after an event without having to access the merchant portal.

POS-44434

Child Item Removal

With this update, if the user removes child items in a different sequence from which they were added:

  • The application remains on the current menu as expected.

  • The child items are removed as expected and the user is able to add items to the order as needed.

POS-44999

Bar Tab Receipts

When the template is configured to print the Signature Line, the printed Merchant Copy of Bar Tabs now includes a Signature Line.

POS-45192

Order History

The Order History screen can now be configured to include:

  • An Event column, which identifies the event associated with each listed order. Tap the column header to sort the order list by their respective event.

  • An Event filter, which enables the user to filter the order list by associated events. The currently active event is selected from the Event filter by default.

The Event column and Event filter are configured from the Order History Settings subsection of the Ordering Application section of Company/Site Preferences in Data Management.

POS-45587

Genius Payment Gateway

This update adds support for offline credit card processing with the Genius Payment Gateway.

This function enables the user to continue accepting and processing credit card transactions in the event of a provider outage.

POS Function

The following is available from the Functions screen and the Notification Bar menu:

  • Offline Credit Card Mode - Select this function to activate Offline Mode for credit card processing only.

POS-45822

Suite Catering

The Tax Exempt status of injected orders is now referenced from the XCAT API and applied at the POS.

This update relieves the cashier of the responsibility to track Suite Owners who qualify for a tax exemption.

Users with the Delete Tax Exempt role permission can delete the tax exemption status from an order at the POS.

POS-46072

Automatic Gratuity

Quick Service Restaurant (QSR) Terminal Schemes now support the Automatic Gratuity feature.

The Automatic Gratuity feature is configured in the Tips and Gratuity section of Company/Site Preferences in Data Management.

From the Options menu at the POS, select Add/Remove Gratuity to manually add and remove a gratuity.

POS-46278

Discounts

With this update, only one (1) Discount screen opens if the user rapidly taps the Discount button more than once.

POS-46490

Adjust Guest Tips to $0

The user now has the ability to adjust the tip amount to $0 from the Order History screen.

POS-46558

WEB-SRM Integration

As part of the effort to integrate POS with WEB-SRM, this update certifies the communication of POS transactions to the WEB-SRM.

POS-46667, POS-46799

Service Points

The Service Point Selection popup accessible from Order Entry is redesigned to:

  • List the vehicles detected at each service point.

  • Enable the user to assign a service point and change the service point assignment for an order.

POS-46739

Customer Loyalty Preferred Tips

When the setting is configured, the "Preferred Tips" defined on the customer's loyalty account profile are displayed on the OCU device as expected.

POS-46847

Receipt Templates

Updated pos-device-templates to version 1.0.418 to support printing receipt templates in different languages.

POS-46902

Order History Options Menu

The Options menu on the Order History screen now remains accessible when viewing an order with a long list of applied payment types.

POS-47132

Discounts

Added the following discount application options:

  • Require Re-Authentication - Require the user to re-authenticate their login credentials to apply specific discounts.

    Enabling this option provides an additional security check and tracks the employee who applied the discount at the time of payment.

  • Comments - Enable OR require the user to add a comment when applying specific discounts.

Discount Configuration

Configure the following settings from the Rules page of the Discount List editor:

  • Require Re-Authentication

  • Comment

POS-47179

Training Mode

If the custom retry timeout setting is configured for an online order source, then attempts to resend orders to the kitchen are now made for that order source in Training Mode.

The Custom Retry Timeout by Order Source setting is configured From the Ordering Application → Kitchen Settings section of Company/Site Preferences in Data Management.

POS-47325

Discounts

The Discount Calculator is updated to support discounts where the Start Time and End Time are the same on the Schedule page of the discount record in Data Management.

POS-47339

Tax Exempt

If additional taxable items are added to an order after Tax Exemption is applied, the tax exempt total is now updated as expected.

POS-47517

Datasync Performance

This update resolves an issue with the "loader" animation appearing on the Order History and Refund screens of a terminal when a new order was created and saved on a different terminal.

POS-47581

Suite Catering

Improved workflow for downloading configuration data to account for slow Wi-Fi connections.

POS-47630

Discounts and Multiple Qualifying Items

This update corrects discount processing when one or multiple discounts are applied to an order that contains multiple qualifying items.

POS-47633, POS-47893

Suite Catering

With this update, split payments with add tip on a single order is now supported for the card-on-file (COF) pay type associated with a guest account.

POS-47640

Discounts

Updated the distribution calculation for item-level discounts to ensure the defined maximum discount value is always respected.

POS-47759

Employee Discounts

With this update, the customer name specified for an order is now persisted and displayed on the Kitchen application if an employee discount is applied to the order.

POS-47765

Mobile Orders

Notification events are now sent via Pipeline when the POS updates the fulfillment status of a mobile order to: "order ready", "fulfilled".

This update improves the notification process for the customer when a mobile order is ready and fulfilled.

POS-47822

Partial Refunds

With this update, any changes made to an order copy in preview mode (e.g. from Order History or Open Orders) are not propagated to the original order.

This update ensures the subtotal of the original order is not inappropriately changed after a partial refund is applied.

POS-47871

Credit Payments

Credit payment processing is updated to wait for the orderStart step to fully complete before initiating the getTransactionInfo step.

This update ensures credit payments do not include credit change.

POS-47874

End of Day (EOD)

This update resolves a reported incident where EOD did not finish processing due to an Open drawer session.

The following modal is now added to the whitelist of modals that are permitted to be Open during a configuration refresh:

  • DrawerOpenedModalComponent

POS-47875

Gift Cards

The following update is related to the Paytronix gift card provider.

In the event a bulk gift card activation fails, the bulkActivate request is now sent to the provider as expected if the user retries the transaction.

POS-47878

Kitchen Print Jobs

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.

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.

POS-47913

MEV / SRM Cash Drawers

This update addresses a performance issue that was encountered with Epson printers attached to MEV / SRM Model 1010 and 1030 cash drawers.

This update allows for the queuing of print jobs even if the physical paper cover on the printer is open.

POS-47919

Partial Refunds

This update resolves an issue related to the FreedomPay Integration.

With this update, the order number (OrderNum) assigned to a Refund or Partial Refund will not match the order number assigned to the original order.

POS-47938

Barcode Scanner

When an item barcode is scanned, the displayed value does not include greater than (>) or lesser than (<) symbols.

POS-47939

EOD Order Sync

The presence of On Hold orders with differing business dates across terminals prevented EOD from synchronizing orders properly which caused orders from a previous business date to reappear.

To resolve this issue, this update improves the order scan and Re-Tender flows executed from Order History.

POS-47966

Product Returns

Improved cross-site search functionality to better track product updates at other sites. This update ensures that products returned / refunded at a site are not available to be returned / refunded at another site.

Additionally, Refund / Return/ Exchange operations are forbidden for orders from another site if the POS terminal is offline.

POS-47969

Order History

The Reset All button in the Filters section of Order History is now disabled when the following conditions are true:

  • The local (current) site is selected from the Sites filter.

  • All other filters are set to their default value.

POS-47982

Order Item IDs

Prior to this update, if a modifier build applied to an order item included an unmapped modifier, the same order_item_id was used for both the items and deleted_items objects if the size variation of the order item was updated.

This update adds measures to avoid the duplication of the order_item_id.

POS-47984

Suite Catering

With this update, the user is able to select suites in Suite View, and create orders for selected suites using a Samsung Galaxy Tab 8 (Android 13).

POS-48027

Child Reporting Categories

The Reporting Categories entity now supports "Child Reporting Categories" to allow for greater granularity in product sales reporting.

The database schema is extended to include a structure for child_reporting_categories within the Order object.

When a product is added to an order, the system automatically associates the product with its respective Child Reporting Category based on the product’s defined categorization.

When the order is closed, the selected reporting categories are locked to ensure the data remains unchanged for historical accuracy and reporting purposes.

POS-48032

Drawer Audit Report

As part of the EOD process, the Drawer Audit Report (DAR) prints. The name of the employee assigned to the drawer is identified on the report.

This update resolves an issue with the automatic printing of this report that was introduced in version 3.8.83.

POS-48037

Retail

Item Availability lists now support Retail product types.

POS-48039

Kitchen Print Jobs

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

Kitchen Printer Configuration

The following setting is located in the Kitchen Printing Settings section of the Printer Options page of the Peripherals editor.

This setting is only available for Kitchen printers. See Printer for more details.

  • Allow Print Child Items Independently - The option selected from the dropdown determines if child items are printed separately from their parent item on Kitchen print jobs.

When Allow Print Child Items Independently is set to Always, the Separate by Selected Tags toggle is displayed.

Enable the Separate by Selected Tags toggle to only print child items separately from their parent item if the child item is assigned one or more specified tag(s).

POS-48057

Product Returns / Exchanges

When exchanging a retail product at same store or from a different store, any discounts applied to the original product are identified on the screen and accounted for in the price calculation.

POS-48074

Split Orders

When a Split Order by Quantity is performed, the POS now sends the appropriate SplitFromItemID to the Kitchen Management (XKM) application.

This ensures items from Split Orders are processed properly on XKM displays.

POS-48127

Kitchen Timing for Child Items

This update adds kitchen_timing support for child items in order to track and include child items in Speed of Service calculations.

POS-48128, POS-48166

Retail Item Comments

Added support for Comment action for retail items. Item-level comments can now be added, edited, and deleted for retail items.

POS-48129

Kitchen Indicator for DT Vision

When configured, the XKM application displays a Vehicle Indicator in the cell header of the order when the associated vehicle is identified by DT Vision.

With this update, the POS includes the Vehicle ID (Vehicle_ID) in the order information that is sent to the XKM API.

In the event of a Service Point change, the POS sends updated order information to the kitchen, including the Vehicle ID.

POS-48135

Product Returns

This update resolves an issue that was encountered in a Retail business type environment where the Product Returns feature is enabled.

With this update, when a Refund transaction is selected from the Order History screen, the Return/Exchange button is not available for selection from the Options menu.

POS-48137

Refund Order Number Length

This update ensures the order numbers for Refunds do not exceed the defined maximum length.

The Order Number Calculation Method is defined from the Order Rules subsection of the General section of Company/Site Preferences in Data Management.

POS-48171

Print Devices

With this update, receipts continue to print from the primary printer as expected when the Refresh Data function is applied to the POS terminals.

POS-48197

Partial Price Refund

The Partial Price Refund feature allows the user to refund a specified portion of the original price of one or more products. This feature enables customers to get a refund of the price difference in the event of a product price reduction. This feature is not applicable to Product Returns/Exchanges.

Data Management Setting

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

  • Allow Partial Price Refund - Toggle Yes to allow the user to refund a specified portion of the original price of a product.

POS-48199

WEB-SRM Integration

Improved workflow for finalizing online orders.

POS-48213

Guest Tips

This update resolves an error that was generated when No Tip was selected for a transaction from the customer display. This error occurred when a Loaded Ticket / Gift Card payment type was applied.

When No Tip is selected from the customer display, the transaction is now processed as expected.

POS-48223

WEB-SRM Integration

Improved the error message that is displayed to the user when a "400 Error" is received from the WEB-SRM.

POS-48255

Product Variants

With this update, if the user selects a product size variant, and then selects a different menu category, the selected size variant is persisted.

However, if the newly selected menu category does not contain any products that support the selected size variant, then the size variant selection is cleared.

POS-48261, POS-48361

WEB-SRM Integration

When a device certificate for the WEB-SRM service is generated for one or more terminals from the Portal, the certificate is successfully generated for all the selected terminals as expected.

Additionally, when Refresh Data is performed for multiple terminals from the Portal, all the selected terminals are updated as expected.

POS-48321

Reset Terminal Function

The following update pertains to resetting a POS terminal on the Android platform.

When the user selects Reset Terminal from the Functions menu, the terminal is reset, the app is relaunched, and the user is redirected to the login screen as expected.

POS-48338

Reset Terminal

This update addresses a reported Storage initialization incident on an iOS device.

POS-48391

Tips

If a tip amount is reduced to $0.00 at the POS, the tip item is marked as deleted and the tip amount is reduced to $0.00 on the Kitchen Management display.

POS-48395

Language Translation

The button enabling the user to change the preferred language of the application UI is now available from the login screen as expected.

POS-48405

Employee Sign In

During the employee Sign In process, the application now properly validates the site status of the employee to ensure employees with an "active" site status are signed in successfully.

POS-48420

Preferred Tip Prompt

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

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 Company/Site Preferences.

POS-48512

Label Printing

To ensure labels are printed from the expected printer without delay, the application is updated to stop processing online orders (XOO) when the POS terminal enters Background mode.

POS-48521

Open Amount Refund

When an Open Amount Refund is added to an order, a question mark (?) is no longer displayed on the refund placeholder in the order item listbox.

POS-48522

Product Returns / Exchanges

When viewing a voided or deleted order from Order History, the Return/Exchange option is not available from the Options menu as expected.

POS-48543

Online Orders

The bundle entity ID is now set for child items on online orders if it is not already defined. This update ensures the child items are displayed as expected when the online order is accessed from the POS.

POS-48548

POS Reason Codes

The Select Reason popup no longer appears when an item is converted to another size.

POS-48549

Employee Tips

When paying employee tips from a drawer, the pay button is disabled once selected to prevent the user from selecting the command more than once.

POS-48638

WEB-SRM Integration

With this update, the child item tax attributes are printed on the customer receipt even if the parent item is not taxed.

POS-48678

Suite Catering

Updated the Guestlist application to populate Suite Table Maps created within Suite Catering.

POS-48704

Bar Tabs

Quick Service Restaurant (QSR) Terminal Schemes now support the Bar Tab feature.

The user is able to pre-authorize a credit card to start a tab, save the order without tendering, and add additional items to the order as needed.

POS-48769

Online Orders

This update addresses an issue encountered in 3.8.80-26 where some online orders (e.g. mobile orders) were not appearing on the POS or XKM displays.

This issue was introduced with the implementation of POS-48573, which related to the display of modifier quantities on online orders.

This update resolves the error with the force_quantity_display setting that occurred for modifiers that do not have any configured child variations.

With this resolution, all online orders now appear on the POS and XKM displays as expected.

POS-48780

Product Exchanges

The Product Exchange feature allows customers to exchange retail products purchased from a site with another product.

This update adds a Return/Exchange toggle to the Returns / Exchanges window to enable the user to toggle between a Return and Exchange transaction.

POS-48781

Product Exchanges

The Product Exchange feature allows customers to exchange retail products purchased from a site with another product.

This update adds an Add to Order button to the Returns / Exchanges window to enable the user to add the selected exchange item (and reason code, if applicable) to the current order.

POS-48791

Refresh Configuration Data

When a product is activated in Data Management, the Refresh Data operation during EOD activates the product in Ordering and downloads the update to the POS terminals as expected.

POS-48826

Split Orders

When the Cash payment type is used to tender a split order, the paid order is now identified as PAID on the Split Order screen.

POS-48830

Service Points

When an online order is Checked In, the assigned service point is now saved with the order as the creation service point and sent to the Kitchen application.

Providing the service point enables the kitchen staff to quickly identify the customer's order.

POS-48841

Gift Certificates

If the permission to apply a Gift Certificate payment type is not enabled for the current user role, the application now prompts for manager approval when Gift Certificate is selected as the method of payment.

POS-48865

WEB-SRM Integration

Updated the WEB-SRM user report for certification.

POS-48871

Peripherals

The user is now able to add two (2) USB printers to a terminal: (1) Receipt Printer and (1) Kitchen Printer.

POS-48899

Verifone Devices

This update resolves reported incidents where the Verifone payment device was unresponsive after payment post-authorization.

With this update, the application now properly sets the isOrderStarted flag after an order is successfully started following an erroneous attempt. The application sends the OrderFinish flag to Verifone as expected enabling the user to complete the transaction.

POS-48922

DT Vision Service

In the event the payment device assigned to a service point is not available, the user is able to change a service point and update vehicle information as needed.

POS-48955

DT Vision Service

Improved Customer Loyalty processing in environments where DT Vision is used to detect vehicles in the drive-thru.

With this update, the user is prompted for vehicle and customer information as expected when a new loyalty customer is added.

POS-48979

Kitchen Printing

This update resolves an issue where an extra kitchen chit was printed if an order was totaled more than once. With this update, another kitchen chit is printed only if changes are made to the order items.

POS-49008

Online Orders

Product names that include special characters are now displayed properly on the Kitchen, POS, and reports when ordered online.

POS-49108

DataSync

To improve performance speed and reduce the terminal state prompts in a drive-thru environment, the terminal state broadcast is now broadcast immediately after an update.

POS-49121

Application Performance

This update improves the stability of the application display and eliminates screen flickering when the user switches between menu tabs with scrollable item lists.

POS-49270

FreedomPay Integration

With this update, the FreedomPay Request ID is now reliably retrieved for the final payment on closed orders, including transactions processed on full-service terminals.

The Request ID is retrieved from the “host_reference_id” value for Sales, Refunds, and Voids.

On a full-service terminal, the “host_reference_id” is now set to the Post-Auth transaction Request ID.

POS-49286, POS-49311

WEB-SRM Integration

The following updates were implemented for certification with the WEB-SRM service.

When the WEB-SRM service is enabled:

  • The user cannot add or delete existing discounts from an order from the Re-Tender screen.

  • Forbid deleting Fees on Re-tender screen.

When an order is Voided with an Unpaid reason code:

  • A Void customer receipt is not printed regardless of the Delivery Method.

  • If Delivery Method is set to Prompt, the Delivery Method window does not open.

POS-49315

Child-Item Pricing Rules

The application price-engine has been upgraded to version 3.1.164 to support child-item pricing rules.

POS-49366

Application Performance

To improve application performance and avoid redundant log files, the Payment Terminal Connection Check is no longer performed when processing transactions.

POS-49394

Order Information

The Select Vehicle Type icons on the Order Information screen now appear as expected.