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3.9.4

2024-02-09 | 3.9.4 Cloud POS

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

Product Returns

The Product Returns feature enables customers to return a previously purchased retail product for a refund or exchange it with another product.

This update allows customers to return/exchange products that were purchased from the same site (POS-8446).

Reason codes optionally captured help to determine if the returned product is eligible to add back to inventory.

Perform product returns with or without a customer receipt.

Data Management Configuration

The following Data Management (XDM) editors were updated:

  • Company/Site Preferences

  • Product List

  • POS Reason Codes

  • Terminal Scheme

  • Payment Type

Company/Site Preferences

ճOrdering Application → Ordering section of the Company/Site Preferences editors now includes the following settings:

Setting

Description

Return Availability

From the dropdown, select the applicable option:

  • Allow Returns for Orders From This Site Only - The customer may only return products that were purchased from this site.

  • Allow Returns for Orders From Other Sites - The customer may return products that were purchased from a different site.

Refund Availability

From the dropdown, select the applicable option:

  • Allow Refunds for Orders From This Site Only - The customer may only receive refunds for products that were purchased from this site.

  • Allow Refunds for Orders From Other Sites - The customer may receive refunds for products that were purchased from a different site.

The Ordering Application → Order History Settings section of the Company/Site Preferences editors has been updated. This section is used to configure the Order History screen of the Ordering application.

The Order History Columns and Filters fields now include the following option:

  • Site - Identifies the site associated with the transaction.

Product List

The following identifies the related updates to the Ordering Options page of the Product List editor.

From the Returns section of the Ordering Options page, define settings related to product returns:

Setting

Description

Allow Product Returns

From the dropdown, select the applicable option:

  • Always - The customer may return the product.

  • Never - The customer may NOT return the product.

The following field is only available when Always is selected for Allow Product Returns:

Require Reason Code for Item Returns

Toggle On to require the user to provide a reason for the return. A reason code is captured to determine if the exchanged product is returned to inventory.

Toggle Off to NOT require the user to provide a reason for the return.

POS Reason Codes

The following transaction type can now be associated with POS Reason Codes using the POS Reason Codes editor:

  • Return Item - Add this transaction type to the applicable POS reason codes. When the user performs a product return transaction, the associated POS reason codes are available for selection from the POS.

The following setting is available when the Return Item transaction type is added to a POS reason code. Configure this setting from the Selected Types section of the POS Reason Codes editor.

  • Return to Stock - Toggle Yes if this product is returned to inventory stock when this transaction is performed.

Terminal Scheme

From the Functions & External Applications page of the Terminal Scheme editor, identify the functions the user may access from the Ordering application when using this terminal scheme.

The following function can now be enabled for terminal schemes:

  • Return - When enabled, the user is able to return a previously purchased product.

Payment Type

The following settings were added to the General page of the Payment Type editor.

  • Allowed for Refund - Toggle On if the payment type can be used for a refund.

  • Allowed for Return - Toggle On if the payment type can be used for a product return.

Improvements

POS-41897

Product Discounts

The eligibility of products to be discounted can now be configured at the product-level.

Product List Configuration

ճOrdering Options page of the Product List editor in Data Management now includes a Discounts𳦳پDz.

From the Discounts section, toggle Allowed for Discounts to the appropriate value:

  • On - The product is eligible for discounts. A discount can be applied to this product when both the Product and the Discount are added to the order per site.

  • Off - The product is NOT eligible for discounts.

POS-46682

Retail Items

Added a new item-level action to flag an item for shipping or for pick up at the store at a future date/time.

A Shipping/Pick Up button is now available from the Actions menu of the Ordering application.

The shipping address for items is retrieved from the customer profile. The user is able to modify the shipping address at the POS as needed.

Product List Configuration

The Availability page of the Product List editor in Data Management now includes a Fulfillment Method section.

From the Fulfillment Method section, specify the method(s) with which an item can be provided to the customer. The available methods include:

  • Shipping

  • Pick Up Later

  • In-Store Purchase

POS-47249

Restrict Item Deletion by Tag

This update is related to the Restrict Deletion by Tag feature, which provides the ability to restrict the deletion of order items based on product tag.

This update addresses an issue with the following user role permission:

  • Allow Deletion of Restricted Items - Allow the user to remove order items with restricted tags.

With this update, this user role permission continues to be enforced when the quantity of restricted order items is changed at the POS.

POS-47613

FreedomPay Integration

Updated FreedomPay AFCC plugin to version 1.36.

POS-47806

Suite Catering

With this update, if the user attempts to create a new order for a Suite Catering account (from any view) when a live or open event does not exist, the app now displays the following message:

  • “Unable to retrieve account”

POS-47834, POS-48005

Printer Routing

This update addresses a reported issue with primary network printers either failing to print receipts or rerouting the print jobs to backup printers unexpectedly.

This issue was introduced after upgrading to version 3.8.77-2 of the Ordering application and performing Refresh Data.

This update resolves an error that resulted when the connection between the printer (particularly OPOS printers) and the associated POS terminal did not close as expected.

POS-47839

DT Vision Integration

The following is related to the drive-thru solution, DT Vision.

With this update, the appropriate drive-thru window assignment for each order is now displayed on the XKM kitchen screen as expected.

POS-47858

Item Barcode Scanning

This update decreases the amount of time it takes for an item to be added to the order (or for the multiple item list popup to open) when the user scans an item barcode.

POS-47916

POS Installation

This update ensures that the POS data initialization process completes successfully when installing the Ordering application on iOS.

POS-47983

Product Return Reporting

POS Reporting is updated to version 1.0.426 to support Product Return Named Calculations.

Named Calculations

Use the Named Calculations editor to define the calculations that are used in Reports. The Conditions section of the editor now includes the following key:

  • Item Transaction Type - This key is used to include returned products in Sales calculation types.

    The available conditions for this key include: IN and NOT IN.

    The available value for this key includes: Return.

POS-47991

Product Returns

This update resolves an issue with transactions involving combining like items and product returns.

When a product is returned from an order, that item is no longer combined with its like item if the same item is added to the order from Order Entry.

POS-48045

Android Device Support

Verified Ordering 3.9.4 loads successfully on Android devices.

2024-02-06 | 3.9.1 Cloud POS

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

Supplemental Information

This release is not dependent on another release.

Improvements

POS-38844

Updated Kitchen Order Print Method

The application can now be configured to only print newly-added order items and/or modified order items when order content is printed from a kitchen printer.

Company/Site Preferences

The following setting is located on the Ordering Application → Kitchen Settings section of Company/Site Preferences in Data Management:

  • Updated Kitchen Order Print Method - From the dropdown, identify the order details to send to the Kitchen printer when an order is updated at the POS.

Order Destination Configuration

The following setting is located on the Kitchen page of the Order Destinations editor in Data Management:

  • Updated Kitchen Order Print Method - From the dropdown, identify the order details to send to the Kitchen printer when an order is updated at the POS.

POS-44124

Adjust Tips on Committed Orders

With this update, committed orders entered at the POS now remain in an "Awaiting Tip" status, which enables the user to add a tip to an order once it is authorized with a card-on-file.

Committed orders are displayed on the Order History screen to allow users to adjust tips.

POS-44730, POS-46614

Terminal Schemes

Implemented a Terminal Scheme option to automatically logoff users from the POS terminal upon completion of their respective order actions / functions.

Terminal Scheme Configuration

The following option is located on the General page of the Terminal Scheme editor in Data Management:

  • Autologoff on Completed Actions - Select this option to automatically logoff the user from the POS terminal once they have completed their respective order actions / functions.

    For a list of the actions that result in autologoff, see Autologoff on Completed Actions.

In environments where multiple users share the same terminal, enabling this option addresses security concerns that may arise when users walk away from the terminal without logging off.

POS-45299

Suite Catering

When a Guest Order is entered at the POS for a selected suite, the account information fields on the Order Information screen are now left blank. The Last Name field is no longer auto-filled.

POS-45758

FreedomPay Integration

Multi-lane payment based on Service Points using FreedomPay payment devices is now supported.

This enables cashiers to collect payments from a single POS terminal from guests in different lanes/queues via payment devices located in those lanes.

POS integrates with Ingenico Lane /3600, Self/4000, and Link 2500i payment devices.

To define settings for a FreedomPay payment device, see FreedomPay Payment Device.

For more details and configuration steps for Service Points, see Service Points.

POS-45962

Modifier Collections

Resolved an issue with the Plain Build option for modifier collections.

When applicable the Plain Build option now remains available for selection at the POS when the user converts an à la carte item to a combo meal.

POS-45975

Product Bundle Components

Resolved an issue with the bundle component size variants that are available for selection at the POS.

After the user converts an order item, the size variants displayed on the menu are updated to only include variants that are eligible for the converted order item.

POS-45989

Table Service Waitlist

With this update, the user is able to navigate to Waitlist from the "hamburger" menu.

POS-46297

Guest Receipt Printing

Updated device print templates to use the appropriate escape codes when transitioning from one printer configuration to another configuration.

This update ensures guest receipts are cut in accordance with the Cutting Option defined for the printer device.

POS-46354

Email Guest Receipt

Updated the keyboard on the Receipt popup window enabling the user to manually type the guest's email address when emailing a receipt to the guest.

POS-46674

Cancel Order Option

This update addresses the availability of the Cancel Order option on the Options menu in Order History.

With this update, the Cancel Order option is not available for orders in a Closed order state regardless of the Banking Mode assigned to the terminal scheme.

POS-46738

Gift Card Refunds

When the user performs a refund, an eligible amount is not displayed on the Gift Card tender button as expected.

POS-46745

Price Points

With this update, the POS always ignores event-based item pricing unless there is an active event.

See Events and Price Points for more information about event-based item pricing.

POS-46783

Deposits

Implemented additional logging to investigate a reported incident of duplicate transactions associated with a cash drawer.

POS-46835

Table Service

With this update, when the user adds a tip a credit card payment, the POS does not open a new order at the table, but instead returns to Table Map View.

POS-46858

Table Service

When an order destination is configured to require a table selection, the user is now only prompted once to select a table.

The table selection prompt opens immediately after the user selects the order destination for the order.

POS-46863

Employee Timekeeping

This update addresses the communication of employee timekeeping details to the Back Office.

If a Clock In event does not exist when an employee Clocks Out, a corresponding Clock In event is now automatically created.

This update mitigates issues with invalid time punches that may result when connection is lost between the POS and Back Office.

Each time a Start Break, End Break or Clock Out request is sent to the Back Office, the POS provides the following shift details:

  • Job ID

  • Clock In

  • Start Break Time

  • End Break Time

  • Break Time ID

POS-46905

Customer Loyalty Profile

This update improves the user's ability to determine which loyalty offers are available to the customer for the current order.

When a loyalty customer is identified, the customer's loyalty profile opens. The customer profile includes their loyalty point balance and a list of available offers.

Loyalty Configuration

Define customer loyalty program settings in the Loyalty section of Company/Site Preferences in Data Management:

  • From the Loyalty → Offer Columns section, define the sequence of the columns on the loyalty offers table, and the content each column contains.

  • From the Loyalty → Offer Sorting Priority section, add and prioritize the methods by which offers can be sorted (e.g. Expiration Date, Offer Name).

  • From the Loyalty → Offer View section, enable/disable the Applicable and/or Promoted sections on the offers list.

For comprehensive documentation on the Data Management settings, see Loyalty.

POS-46909

FreedomPay Integration

Added support for the FreedomPay device Ingenico Link 2500, which are used to accept payments in a line-busting handheld order-taking environment.

POS-46915

Verifone Payment Device and Split Orders

This update resolves an issue that was encountered when using a Verifone MX915 payment device with the following configuration:

  • Enable Swipe Ahead: On

  • Swipe Ahead Availability: On Order Create

With this update, when tendering split orders with a Credit Card pay type, the user can now tender an order split from the original order without having to first tender the original order.

POS-46961

Order Number Calculation Method

This update addresses a reported issue that occurred when the Sequence Number Length method is used to determine the order number length at the POS.

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

When the Sequence Number Length method is used, the length of the order number depends on the Terminal Number. This method assures that an order number is never duplicated across terminals.

POS-46967

Two-Step Tender

With this update to the Two-Step Tender feature, when the user selects the payment type after specifying the currency amount, the amount specified by the user is now accepted and persisted regardless of the order total.

POS-46974

Employee Timekeeping

In the event an employee Clock In/Out request cannot be communicated to the Back Office, a notification message is now displayed to the employee.

POS-46991

Product Variants

With this update, when the user selects a size variant for a product, the size variant is no longer persisted when the user adds another product to the order.

Additionally, the button text is no longer updated unexpectedly when the user selects a size variant from the default menu button.

Product button images are updated as expected when variants are selected.

POS-47002

Order Number Calculation Method

This update resolves a reported issue with duplicate order numbers being generated for orders with the same order destination.

Company/Site Preferences

The related settings are defined in the General > Order Rules section of in Data Management.

POS-47019

Punchh Loyalty Integration

With this update, when a Punchh Loyalty transaction is performed offline, an Offline Receipt Code section is printed above the footer of the guest receipt.

The Offline Receipt Code section contains the scannable order barcode for Punchh Loyalty. This enables the customer to still accrue loyalty points as expected if the system is offline.

POS-47050

Terminal Status

Information on the Terminal Status screen is now categorized to enable the user to more easily locate the desired information.

The Terminal Status screen now consists of the following tabs:

  • Terminal Information - Contains general information including site/company, version details, and network status.

  • Peripherals - Contains details about connected peripherals and their status.

  • Online Terminals - Contains information about active / online terminals at the site.

  • WEB-SRM - Contains WEB-SRM certificates and identifiers. This tab is only available when the WEB-SRM service is enabled for the site.

POS-47113

Table Service Waitlist

With this update to Waitlist, if the user manually sets the status of a table to Open, then that table status is persisted regardless if any updates are performed on the orders associated with that table.

POS-47164

Split Check

When Show Deleted Items is enabled for a kitchen screen, deleted modifiers now continue to appear with their respective parent item when the order is split and items are moved to a new order.

POS-47180

Loyalty Scan Option

When the Loyalty scan option is initiated, the Ordering app activates the camera enabling the user to scan the Loyalty item and proceed with the transaction as expected.

POS-47181

Unfulfilled Discounts

This feature displays a label (or placeholder name) at the POS for unfulfilled discounts for particular sets of items.

This update adds support for combo coupons that only include a single set of items.

POS-47210

Online Ordering

Updated the POS and XKM to appropriately display modifiers that include "1/2" in their name.

POS-47224

Customer Loyalty

With this update, if the user selects multiple offers from the customer profile that are available and eligible for the current order, all the selected offers are applied to the order.

POS-47244

Cash Drawers

Addressed reported incidents of a transaction that was posted to a Closed cash drawer.

POS-47294

Update Payment Device

The Functions menu includes the Update Payment Device function if a payment device is connected to the POS terminal.

Select Update Payment Device to update the connected device with the latest settings.

POS-47324

Suite Catering

With this update, if the order destination is configured to require the capture of the customer's last name, the user is now prompted to capture this information before they can proceed to the Tender screen.

This update resolves an issue in a Suite Catering environment where the user was not prompted for the customer's last name when Last Name was the only information the user was required to capture.

POS-47394

Guest Tips

In environments where guest tips are captured on the OCB, the Amount Due and Order Total values are updated on the OCB immediately after the user selects a tip amount.

POS-47412

Retail Product Lookup

This update optimizes the Product Lookup and Product Details screens of retail products.

Implemented the following barcode scanning flows for Product Lookup:

  • While the Add Item window is open, scan the barcode to lookup the product and add the product to the order.

  • While the Search field is active, scan the barcode to lookup the product without adding the product to the order.

The Product Lookup screen is updated as follows:

  • Added a plus sign (+) button next to each product in the search results. Select the plus sign (+) to add the respective product to the order.

  • When a product is selected from the search results, the Product Details screen opens.

The Product Details screen is updated as follows:

  • Added a Back to Search button to enable the user to return to the Product Lookup screen. This button is only available when the Product Details screen is accessed from the Product Lookup screen.

POS-47469

Retail Items

When the user selects View Detailed Info for a retail iem, the Product Details screen specific to retail items now opens.

POS-47512

XKM Expo Numbers

This update resolves an issue in version 3.8.77-8 of the Ordering application where POS order numbers did not match their respective EXPO number on the kitchen display.

This issue occurred in environments running version 3.7.36-14 of the Kitchen Management (XKM) application.

With this update, the EXPO number on the kitchen display now matches the first and last two (2) digits of the respective POS order number.

POS-47559

Loyalty Rewards

When Enable Offer Prompts is toggled ON in the Loyalty → Cashier Offer Prompts section of Company/Site Preferences, the guest is prompted with the list of offers/rewards that the guest is currently eligible to receive.

This update resolves an issue where an order-level reward was listed on the screen as both an item-level and order-level reward.

POS-47574

Loyalty Customer Profile

The email address displayed on the Loyalty Customer Profile is now aligned with the Email field label. If the email address does not fit on a single line, it will wrap to the next line.

POS-47609

Order Destinations

This update addresses an issue with the Updated Kitchen Order Print Method setting, which is defined on the Kitchen page of the Order Destinations editor in Data Management.

Prior to this update, two (2) kitchen chits were printed when an order was updated at the POS.

This issue occurred when Updated Kitchen Order Print Method is set to Print All Content in the Ordering Application → Kitchen Settings section of Company/Site Preferences.

With this update, only one (1) kitchen chit is printed in accordance with the defined settings when an order is updated at the POS.

POS-47634

Refunded Tips

When an order with a tip is refunded, the refunded amount printed on the customer receipt equals the order total plus the tip amount.

POS-47646

Table Maps

This update resolves an issue that was encountered after the implementation of Guest List version 1.0.253.

By default, six (6) table map tabs are visible from the main screen. The user selects the arrow icon to access additional tabs.

With this update, the user is able to select the additional tabs as expected when more than six (6) tabs are configured.

POS-47722

Bar Tabs

This update enables the user to define a custom label for the Bar Tab button.

Company/Site Preferences

The following setting is located in the Ordering Application → Access section of Company/Site Preferences in Data Management.

  • Bar Tab Display Name - Type a label to display on the button that is used to start a new bar tab. The default name is Bar Tab.

POS-47820

Suite Catering

This update resolves an issue with Re-Tendering orders with credit card payment types.

With this update, once a valid credit card payment is processed, the State of the payment now transitions from Awaiting Tip to Paid as expected.