6.06 Combined Release Notes

Note: These release notes cover TRAY Version 6.05 - TRAY Version 6.06 

New Features & Enhancements 

Server Enhancements (HQ, API) 

HQ

Ability to Add & Delete Future Price Effectivity Dates from HQ UI

ENT-3537

Description 

The Price Effective Date feature enhances the ability to manage future pricing directly through the Product and Modifier Edit dialog in TRAY HQ. This update allows Menu Managers to conveniently adjust the prices and effective dates of future price changes without relying solely on the pricing import file.

Key updates include:

• Direct editing capabilities for future price changes within the Product and Modifier Edit dialog.
• Addition and deletion of future price changes via a user interface, featuring '+' and 'delete' icons for easy management.
• Flexible handling of the 'To' date in the future price changes section, allowing for date removal or indefinite extension.
• Restricted editing access ensures only users with 'Edit Price' permissions can alter future price changes, while those with 'View' permissions can only view the changes.
• A limit of five scheduled future price changes per product or modifier to maintain clarity and manageability.
• Comprehensive logging of all modifications in the HQ Activity log, ensuring transparency and traceability of changes.

Menu UI Enhancements Phase 2 - Modifier & Modifier Group Page UI Enhancements - Site Level Changes 

ENT-3620

Description 

As part of this story we will be separating Modifier Groups and Modifiers into separate sub-tabs underneath “Modifier Groups”

• The contents value displayed will represent the total number of visible/invisible products/modifiers within the corresponding modifier group
• The uses value will represent the total number of instances of that modifier group being used throughout the menu for Products and Modifiers
  • Hyperlink will expand to show a list of which products and which modifiers that group is assigned to
• Delete and Duplicate icons should only be visible if any group(s) are selected
  • Duplicate will disappear if more than one group is selected
• Filter should allow search for Mod Group HQ Name or EID
• List will now be sorted Alphabetically by HQ Name
• Existing permission restrictions will apply
• Clicking on any modifier group row should bring up the Contents sub-tab of the 'Edit Modifier Group' modal
• Clicking on the “Edit” hyperlink will bring up the Settings sub-tab of the 'Edit Modifier Group' modal
• The Settings sub-tab should only be accessible to users who have the relevant permissions 
• 'Create New Modifier' button on 'Edit Modifier Contents' will bring the user to the 'Add Modifier' UI, where they can add a brand new modifier. That modifier will then be added to the existing modifier group as visible and will be unavailable by default
• The 'Add Existing Modifier' button will now allow the user to add products or modifiers at the same time
• On 'Apply to Items', 'Apply to Modifiers' and 'Add Existing Modifier' UI, we have updated the drop-downs to show the PLU of the product/modifier if applicable. If the item does not have a PLU, then we will show the Database ID

Added Gratuity Report - PDF, Excel, CSV Export Functionality

STR-6732

Description

We have introduced support for PDF, Excel and CSV export functionality for the Additional Gratuity Report. Going forward, after a user applies their desired filters and runs the HQ Gratuity Report, they will now be able to export the data as either a PDF, Excel, or CSV document. 

TRAY HQ Site Settings Reformatting - Break Duration and Mandated Break Flag moved to Operations Tab 

ENT-713

Description

The Break Enforcement Time and Mandated Break Flags previously existed on Edit Staff Page, however they are operational functionalities that pertain more to the Site Settings > Operations UI flow and have been moved to the Operations Tab accordingly. 

Before: 

Going forward, we are working to consolidate configurations across TRAY HQ Settings to ensure that similar functionalities are grouped accordingly:

New UI: 

Site Settings > Operations

HQ In-Store Staff - Staff List UI Enhancements

ENT-3449

Description

As part of the Staff List UI Enhancements, we have removed the ‘Service Type’ Filter and replaced it with a new “Role” filter:

When you filter by ‘Role’, the returned data will be displayed as follows:  

• Only active roles will display
• Roles will be sorted alphabetically
• Adding or editing any role will reset the previously applied filter(s)
• Ability to filter for primary or secondary roles
• The data will show the user's primary role in staff list, not the first role listed (in the case of multiple roles assigned to the staff).
• Similarly, the system will ensure that users can only have one ‘Primary Role’

Weekly Daily Sales Report 

STR-6804

Description 

We have introduced the ability to run the TRAY HQ Daily Sales Report for up to a week for one individual site. Going forward, a site will have the ability to select from a list of date range filters on the DSR that will allow the user to easily select their desired range for up to a week’s worth of data: 

Client Enhancements (POS, KDS, Kiosk) 

POS

Paytronix User Lookup

INFRAP-4737

Description

Going forward, when the user selects the 'Loyalty' button on the POS: 

They will be prompted to enter an identifier to look up a user from the following options: 

Once the user selects 'User Lookup', they will be prompted to enter the customer's phone number: 

The user can also select a different lookup method, from the list provided below: 

Once the user applies the appropriate lookup method, they will return to the loyalty screen: 

Moby 5500 Employee Swipe

STR-2078

Description

This functionality is designed to allow employees to log in, clock in, or take a break in the system by swiping their employee cards on the Moby 5500. To configure support for this functionality, we have added ‘Moby5500’ as a new device profile option under POS Settings.

When the user clicks the ‘Tap to Swipe’ button, the Moby5500 should be connected and as soon as swipe occurs. If the swipe is valid, the employee will be logged in.and the Moby 5500 should automatically disconnect.If the swipe is invalid, the system will display an error message indiciating: “Not Authorized to login. Please Try Again”

POS Sales Summary Formatting Changes

STR-6002

Description

We have made adjustments to the printed POS Sales Summary Report. Going forward, the sales summary will follow the outlined format below, aimed at streamlining relevant datapoints and removing redundant information:

Hide “Tax Exempt” Button on POS for users Without “CaptureTaxExemptID” Permission

STR-6777

Description

Currently, the tax exempt button is visible for all the sites and users. Going forward, if no user logged into the system has the "CaptureTaxExemptID" permission, then the "Tax Exempt" button will be hidden from the POS interface.The button should be visible only if at least one user has the required permission.

Printer Error Alert "ADMIN" Permission Requirement 

STR-1587

Description

As part of the restrictions placed on Printer Settings, we have also restricted the printer error message to users with the appropriate printer setting adjustment permissions, which will restrict unintended users from clicking on any printer error message and bypassing the appropriate system authorization process. 

API

getStaffDetails API optimization - Phase I

INFRAP-4858

Description

Before Optimization: 

Min : 29137 ms (29.137 s)
Max : 45630 ms (45.630 s)
Average : 39303 ms  (39.303 s)

After Optimization:

Min : 145 ms
Max : 6492 ms
Average : 1579.76 ms

Bug Fixes 

Prevent Users from Filtering Reports by Check ID if the Check is from a Venue the User Doesn't Have Access To

STR-6963

Summary 

Previously, using a specific CheckID across TRAY Reporting search functionality would return data for that particular ID, even if the user did not have access to that check's data. However, this returned data should only be visible by users that have access to that particular site and the corresponding report. 

Resolution 

Going forward, we will implement the restriction to searching CheckIDs to only users that have access to the corresponding site and report across the following TRAY HQ Reports: 

1. Payments Report
2. Refunds Report
3. Orders Report
4. Checks Report
5. Check Details Report
6. Discounts Report
7. Service Speed Report