5.18 Release Notes

5.18 New Features & Enhancements 

POS

Replace the 'TransferItem' Permission with: 'TransferGuestItems' and 'TransferCheckItems'

STR-5730

Description

We have replaced the 'TransferItem' Permission with two additional permissions: 

1. TransferGuestItems - Transfer items from one guest to another within same check
2. TransferCheckItems - Transfer items between two checks

The 'TransferItems' Permission will still be functional but now can be replaced by the more granular permissions listed above.

 

Add 'Manual Entry' Button to Gift Card Activation Modal 

STR-5730

Description

We have added a 'Manual Entry' button on the Gift Card Activation Modal to allow users to manually enter an Gift Card number to activate the gift card instead of requiring the user to swipe the Gift Card for activation. This is helpful if the card swiper is not functional or the card cannot be properly read.

Open Discount Functionality Enhancements

STR-5614

Description

We have made the following changes to our open discount functionality across item-level open discounts. Going forward: 

• When a single item is selected, we will only allow the new item price to be set if the new price is less than the current item price.

• If a single item is selected, allow for custom discount amount to be input, but the discount amount cannot be greater than the price of the item. (i.e. if item is 3.00, discount cannot be >= 3.00

• If multiple items are selected, only show the option for a custom percentage

For open discount modal:

• Show Current Price at top

• Underneath Current Price show Dynamic field for “Discount Amount” which will be representative of the dollar amount being deducted based on the value entered in one of the fields below

• Underneath Discount Amount show “Final Price” which is dynamic and shows what the final price of the item will be after the discount is applied

• Red “Set Price” button should be changed to Green “Apply” button

​For single item selection

• Show existing 3 options (New Price, Discount Percent, Discount Amount)

  • Once a value is typed into one of the fields, the other 2 fields should become disabled, unless the user deletes the entry in the current field

Support for Arabic and French Canadian on POS

INFRAP-3416

Description

We have added basic support for the Arabic and French Canadian languages across the TRAY POS. Support will include: 

1. Hardcoded text translations 
2. Right to left language alignment
3. Text printing receipts in Arabic and French Canadian.

POS Permission for Toggling Automatic Offline Mode Configurations

STR-5337 

Description

We have created a new POS Permission to control who is able to switch from Manual <> Auto Offline Mode on the POS from the Offline Mode Dashboard named ‘OfflineManualAuto' that will only give users with that permission the ability to see the switch MANUAL<> AUTO on the POS dashboard. This permission will also be dependent on the user having the OfflineMode permission enabled as well.

OfflineManualAuto - Gives permission to select MANUAL or AUTO offline switches (having the OfflineMode permission is a requisite).

1. When a user does have OfflineManualAuto (and OfflineMode permission) they will be able to toggle the settings as normal

2. When a user doesn’t have OfflineManualAuto permission but has the OfflineMode permission, we will disable the auto offline switches as shown above.
3. When a user doesn’t have either OfflineManualAuto or OfflineMode they won’t be able to access the Offline Dashboard

Split Gift Card Payments - Show Split Dialogue Before Swipe

CONSR-2701 

Description

Previously when applying Gift Card payments it was not immediately apparent that gift cards could be applied as a split payment, due to the POS requiring the card to be swiped prior to presenting the splitting options.

Going forward, when toggling the payment option from 'Full' to 'Split' and selecting 'Gift Card' as the option, the Split Payment Modal will appear first as it does with Credit Card or Cash payments. If a user attempts to apply the Gift Card payment and there are insufficient funds, the available funds will be applied, and the user will be notified that there are insufficient funds to cover the full balance. The user will then be able to pay for the remaining outstanding balance via a different tender. 

 

Remove Current Revenue Center, Destination and Staff from Transfer Dialogues

STR-5092

Description

Currently when transferring one of the above mentioned attributes, the transfer options would display within the list of choices the currently assigned value. 

Moving forward, the user will only see options that are different than the current selection.

Example: A user cannot transfer a check from table 54 to table 54

Remove ‘All Guests’ and Default Items to ‘Guest 1’

STR-5094

Description

Going forward, when creating a new check in a Site that has the ‘Minimum Guest Count’ configuration enabled all items should be assigned automatically under Guest 1. We will no longer display the ‘All Guests’ option when guest count is enforced.

This will only be applicable when we have the 'Minimum Guest Count' is enabled for a Revenue Center.

Prevent Comping of Gift Cards

STR-5269

Description

On the POS, we have removed the option to be able to comp a gift card item; when the staff selects a gift card item in the cart, the comp button will not be visible. If the staff has multiple items selected and one of those items is a gift card, the comp button will not be visible.  Discounts can still be configured to apply to gift card items if needed.

 

Support Failover Printing of Payment Receipts

STR-5372

Description

Going forward, any type of Payment Receipt, i.e. Authorization, Charge, Cash, etc. - will be supported by failover printing functionality, including on reprints. 

Gift Card Tip Alert - Depleted Value of Card

STR-5412

Description

When applying a gift card tip, if the balance of the card has been fully depleted, and the tendered tip amount cannot be applied, the remaining balance of the card will be applied as a tip. We will also alert the user that the full amount could not be applied due to insufficient funds and notify them as to how much of the attempted tip was successful. 

 

KDS

Seiko Printer Support 

STR-5059

Description

Support for Seiko printer that is built into the Sunmi T2's Terminal. The initial support will include 80mm paper and respective cash drawers. 

Server Release (HQ, API)

HQ

Menu Publish Should Record as a Two Lines on the HQ Activity Report

ENT-335

Description

​​Currently, when the menu is published, the HQ 'Activity' Report displays an individual record for each menu that is published. Going forward, there will only be records in the 'Activity' Report to reflect a a start and finish of a Menu Publish.

 

Site Setting Changes Logged in HQ Activity - Phase 1

ENT-1756 

Description

This feature will allow a user access to the HQ Activity Report to see the changes done at the Site Settings Tab so that they can confirm who, when and what changes were made to the applicable Site Settings. 

As a part of this story, we have included changes to: 

1. General, Financial, and Operations logging on the TRAY HQ Activity Report 
2. Any modification to any of the fields for these three sub-settings to be captured in the HQ Activity Report under “Site_Settings“ (already present).
3. General - The General Settings changes have already been logged to HQ Activity. However, there are a few new fields that were not covered in the current logging. These fields include: Nutritional Advisory, Wifi Name, and Passcode. 

When changes are made to the above highlighted Site Settings areas, the “See Details“ link will open a Dialog similar to what is shown below. 

General - As this change was regarding the General Settings, a ‘General’ header will display at the top of the table.

Financial - The changes for any field under the Finance Tab will be logged in TRAY HQ Activity Report. The ‘See Details’ link will open a dialog as shown below: 

Operations - The changes for any field under the Operations tab will also be logged in the TRAY HQ Activity Report. The ‘See Details’ link will open a dialog as shown below: 

 

Optimize Reports by Limiting Initial Filter Selection

ENT-2135, ENT-3065

Description

This feature enhances the filtering capabilities across TRAY Reports by enabling additional filters only after the user has selected a specific site or sites. When accessing reports, users will initially find these filters present but disabled until site selection has been made. Once they make a site selection, relevant filters are dynamically activated, allowing for precise and optimized data retrieval. 

 

Enhanced Enterprise Pricing Schedule Push Functionality

ENT-2171

Description

Previously, there was a restriction to how many sites a user was able to push a pricing schedule to from the Node at one time. As a part of this story we are enhancing two key areas of the Enterprise Pricing Schedule Push functionality: the ‘Push Schedule’ Button and the scalability of the Pricing Schedules Push. 

Push Schedules Button

We have added the “Push Schedules“ button next to the “Add Schedules“ button. To use this functionality, navigate to Node > Menus > Pricing Schedules > Push Schedules

When the user selects ‘Push Schedules’ they will be prompted to ‘Select Venue’ and will be able to select individual sites, multiple sites, the entire Node or multiple Nodes. 

Once a push is performed, all of the fields contained within the selected pricing schedule will be pushed to the selected venue. The ‘Select Schedule’ drop-down will have an “All“ option to select/deselect all the available pricing schedules available at the Node Level. By default, all pricing schedules will be selected. 

Please note, during a re-push, no fields except ‘Name’ and ‘EID’ will be overwritten/re-pushed to the selected venue. 

Scalability of Pricing Schedule Push

Going forward, users will be able to push a minimum of 20 Schedules to at least 2000 locations at one time within 10 seconds. Once the user clicks on the ‘Apply’ button after selecting the list of pricing schedules to be pushed to the respective stores, a pop-up notifying the user that the push has started will be displayed:

HQ activity will show the information of starting (Pricing Schedule push has started) and ending time (Pricing Schedule push has ended) (within a new category - Push_PricngSchedule) along with the time elapsed for the completion of this activity as shown below: 

Clicking on the ‘See Details’ Link will show the user additional information about which pricing schedule(s) were pushed to which site(s)/Node(s), as shown below: 

 

Enhanced Enterprise 'Services' Push Functionality

ENT-2172

Description

Previously, there was a restriction to how many sites a user is able to push services to from the Node. As a part of this story we are enhancing two key areas of the Enterprise Services Push functionality: the ‘Push Services’ Button and the scalability of the Services Push.  

Push Services Button

We have replaced the existing Push Dialog with the updated ‘Push Services’ Dialog displayed below:

The Select Service drop-down will have an “All“ option to select/deselect all the listed services at once - by default no services will be initially selected. Please note, once a push/re-push is performed, all the selected services will be pushed/re-pushed to the indicated site(s)/Node(s). 

Scalability of Services Push

Going forward, a user will now have the ability to push a minimum of 50 Services to at least 2000 locations at one time. Once the user clicks on the ‘Apply’ button after selecting the list of services to be pushed to the respective stores, a pop-up will display: 

HQ activity will show the information of starting (Services Push has started) and ending time (Service Push has ended) (within a new category - Push_Services) along with the time elapsed for the completion of this activity as shown below:

 

Creation of Product Group at the Node Level

ENT-2825

Description

Product Groups are a new categorization method within TRAY HQ that falls outside of the typical menu category hierarchy. Since menu categories are currently tied to things like order routing and taxation, it can become difficult to properly group like items together for reporting purposes. Product groups can be created at the Node level only and pushed down to stores. From here we will be developing a new report that will be able to display the grouped products.

Node > Menus > Categories > Product Groups > Add Product Group

When the user selects ‘Add Product Group’ they will be prompted with the following Product Group Modal: 

These Product Group assignments will only be available at the Product level, accessible by navigating to:

Menus > Products > Select Product > Naming > Product Group > Select Product Group 

 

Please note, there can only be one Product Group assigned to an individual Product. We will not be displaying the Product Group configuration at the Site Level, however a user will be able to see a Product’s associated Product Group at the Site Level if they have applicable permissions. 

The creation, modification, and deletion of a Product Group will be logged in the HQ Activity Report under the “Product Group'' category. 

Additionally, the assignment of a Product Group to an individual item will be logged in HQ Activity under the “Products” category: 

Users must have the appropriate permissions to be able to assign a Product Group to an individual Product. We have created two new permissions for Product Group management:

• Create Product Group
• Edit/Delete Product Group

As part of this feature, we have also added the ability to push the product group assigned to a product along with other fields of a product during a menu or product push. If the Product Group is updated for a product at the Node Level in the future, a re-push of this product will overwrite the Product Group for this product at the Sub-Node and Site Level. 

Please note: 

• The assigned 'Product Group' for a product will only be viewable (not editable) at the Site Level
• A cross-site import of the menu will also import the assigned ‘Product Group' from the source site for the product in the picture. A re-import will overwrite the product group in case the 'Product Group’ was updated at the source store.
• An import from a site to a node will also import the assigned 'Product Group' from the source site for the product in the picture. A re-import will overwrite the product group in case the 'Product Group’ was updated at the source store.

 

Additional Product & Modifier Field Configurations at the Node Level 

ENT-2682

Description

We have added two existing fields - 'Allergens' and 'Dependent Products' - that can now be utilized as part of enterprise menu management. Similarly, we have added configurable ‘Allergens’ at the modifier level. These fields are accessible to users with menu editing permissions by navigating to: 

Node Settings > Menus > Products > Select Product to Edit 

To edit the ‘Allergens’ field at the Modifier Level, navigate to: 

Node Settings > Menus > Modifier Groups > Select ‘All Modifiers’ > Select a Modifier

When the user navigates to Reports > HQ Activity Report and filter by category ‘Modifier’ (for Modifier changes) or ‘Product’ (for Product changes), they will see record of what changes were made and the date associated with the change, as well as record of who made the changes: 

When the user selects the corresponding ‘See Details’ Link, they will see the Activity Details Modal appear as shown below: 

[Product Activity Details]

[Modifier Activity Details]

 

Alphabetical Sorting for POS/KDS Device List, Printers/Drawers List & Device Settings on HQ & KDS 

ENT-2955

Description

As part of this feature, we will now sort all POS/KDS device lists, printers/drawer lists and device settings alphabetically (i.e. Numeric > Special Characters > Alphabet). 

We have also removed the ‘Service Type’ filter and replaced this functionality with a ‘Device Type'’ filter which will allow you to filter for the eligible device types if configured:

Filter:

Incorporate Alternate PLU for Modifiers at the Node

ENT-3105

Description

Previously, the modifier (inside a modifier group) did not have the existing site level option to add an alternate PLU. As part of this story, we have added the ability for menu managers to configure an alternate PLU for modifiers (inside modifier groups) at the Node level as shown below:

If an alternate PLU is not assigned, the modifier/item will continue to inherit the base modifier PLU from 'All Modifiers' list and price changes should be based on what is applicable to that same modifier/item.

Otherwise, when menus or modifier groups are pushed from the Node > Site level, a user will not have to manually adjust the alternate modifier PLU from HQ if the alternate PLU has already been added at the Node Level. 

 

Do Not Create Extraneous Default Categories when New Sites/Nodes are Built

ENT-3169

Description

When new Sites or new Parent Nodes are created, only the ‘Default’ category will be created and will not be deletable.

Going forward, we will not create extraneous categories such as:

• Beer
• Cocktails
• Food
• Non-alcoholic
• Wine

This should be true for:

• Sites created by clicking 'Add Site'
• Copied Sites
• Sites created under a Node
• Sites created under 'Default'

 

Add Comped Item to HQ Comps Report Detail View

INFRAP-3340

Description

Going forward, we will display a record of the item that was comped in the TRAY HQ Comps Report ‘Detail View’ as shown below: 

 

Add Discounted Item Record to the Discounts Report ‘Detail’ View

INFRAP-3441

Description

Going forward, we will display a record of the item that was discounted in the TRAY HQ Discounts Report ‘Detail View’ as shown below: 

Sort the ‘Labor’ Report by Employee Last Name

STR-5282

Description

Going forward, the TRAY HQ 'Labor' Report will be sorted by last name instead of first name. 

As part of this update, we have changed the rendering of the 'Labor' Report to:

• Split the Staff Name into two columns, with Last Name and First Name in that order
• Sort 'Labor' Report by Last Name, First Name and Role (all ascending)

Note: All the exports (CSV, PDF or Excel) will adopt the new format with columns and sorting.

API

Add Timezone to Date Field in Gift Card DataAPI

INFRAP-3750

Description

We have updated the date field in v1/giftCards to include the timezone going forward: 

 

 

{
"giftCards": [
{
"id": 2888,
"date": "2023-12-21 10:31:05 UTC",
"checkId": 298341,
"productId": 350835,
"amount": 100,
"type": "STS",
"action": "Reload"
}

 

Update Tax Amount in venue_tab_taxes as Part of VOID Functionality

INFRAP-3306

Description

Currently, in the new taxation rule when we’re voiding an item its tax amount is not getting updated properly in venue_tab_taxes table. Hence we’re getting incorrect tax amounts in checkTaxes API (DataAPI).

Going forward, when a user voids an item, we will update venue_tab_taxes table with the correct value.

Flag to Identify Split Time Entries in the Data API

INFRAP-3458

Description

Going forward, we will flag split time entries so that consumers of the DataAPI will know when to expect multiple records for one time entry if that time entry crosses the Trading Day Time. In the v3/timeEntries endpoint, a new field called ‘splitTimeEntry’ will be added. This field is a boolean that represents whether or not a time entry will cross the trading day time and thus be split into 2 records.

Example below is a time entry that crosses over the trading day:
{

      "id": 1,

      "employeeId": 1234,

      "jobId": 111,

      "jobEid": 4,

      "timeIn": "2023-07-27 20:00:00",

      "timeOut": "2023-07-28 04:00:00",

      "baseRate": 12,

      "actualRate": 12,

      "tips": 15,

      "netSales": 25

     “splitTimeEntry”: true

    }

 

Add taxCollectedByThirdParties flag to v3/checks

INFRAP-3509

Description

We have added a flag for tax that is collected by a third party such as a Marketplace Facilitator so that customers ingesting our DataAPI are able to identify and calculate the tax amount collected by third parties.

In the new v3/checks endpoint, a new boolean field called taxCollectedByThirdParties will be added. If any tender type for that check is marked as 'Tax Collected by Third Parties', then this field will return > true. 

 

Add Product Groups to Products API

INFRAP-3713

Description

With the new addition of product groups, customers who ingest TRAY DataAPI will need a way to access which specific products are a part of specific product groups. This feature will add a new way to see which product group is assigned for a product.

Add new v3/products endpoint:

• productGroupName: product group name
• productGroupEID: Enterprise ID of the product group
• productGroupID: Unique ID of the product group

Capture the Tax Amount and Rate for OLO Orders where the Tender Type is Configured for 'Tax Collected by Third Parties'

STR-5436

Description

Capture and persist the amount of tax collected for orders paid via a tender that has Tax Collected by Third Parties in the new DB table dedicated to item level taxes.

Web

Additional Options for Gender and DOB for Web User Creation

Key

Description

We have added additional options for Gender and Date of Birth selection for Web User Creation. Going forward, the user will be presented with two additional options under 'Gender' selection (i.e. 'other' and 'Decline to Answer').

We have also adjusted the date of birth field (DOB) to indicate that it is an 'optional' field, as shown below: 

5.18 Bug Fixes 

POS Cannot Support Multiple Order Printers 

STR-5745

Symtoms 

When a site only has two terminals available but simultaneously want to drive three order printers, some order chits will not print appropriately.

Resolution 

Going forward, when a site has two terminals but want to drive three order printers, the order printers will function as expected

Discount Discrepancy Across Daily Sales Report and Financial Management Report 

INFRAP-3575

Symptoms

This issue is due to inputting a higher item price than actual item price while applying an item-level open discount. which was addressed by STR-5614 which changes the Open Discount functionality restrictions

Resolution 

Going forward, item level open discounts will only be allowed if the price indicated is not greater than the price of the item. 

Check was Marked as 'Tax Exempt' but Order was Not Exempted 

STR-5564

Symptoms

A check was marked as 'tax exempt' but was exemption status was not applied appropriately. 

Resolution

Going forward, if a check is marked as 'tax exempt' after the user has initiated 'Send & Pay' then we will update the 'tax exempt' status accordingly. 

40 Column Report Printing Blank After Midnight 

STR-6248

Symptoms

The Printed POS 40 Column Report was printing a blank report after midnight for some sites. 

Resolution

Going forward, the TRAY Client App will send the trading date instead of the device date.