6.10 Combined Release Notes

TRAY® Product Release Notes

Version: 6.07-6.10 

 

New Features & Enhancements 

HQ (Server, API, DataAPI) 

Server

TRAY HQ User Login UI Enhancements 

INFRAP-5056

Description

We have implemented enhancements to the user login page when a user first accesses the TRAY HQ landing page. 

Going forward, when a user logs into TRAY HQ, they will be met with the following interface as a part of an overall effort to enhance the TRAY login experience:

TRAY HQ Check Detail Report 

STR-7449

Description

We have introduced a new TRAY HQ Report to allow users to easily access in-depth check-level detail within one Report. The Check Detail Report will be a new report within TRAY HQ that will allow the user to see a detailed summary of a single closed check’s life cycle. 

This report will only have a singular filter available, allowing the user to search directly for the Check ID they wish to view in greater detail. When the user searches directly by Check ID, they will see the following information displayed in relation to the check ID retrieved, as shown below: 

Time Entry Report Reason Codes

STR-6855

Description

We have implemented pre-populated ‘Reason’ Codes that a user will be able to select from when editing or creating a Time Entry from the TRAY HQ Time Entries Report. Going forward, when a user opts to edit or create a new Time Entry, they will be prompted to select a new ‘reason’ from a pre-populated list of Reason Codes, as shown below: 

Node Level Reason Codes

ENT-449

Prior to this enhancement, a user was required to push 'Reason Codes' from the Node to the Site in order for the corresponding codes to populate. Going forward, Node Level Reason Codes will automatically be inherited by the sites within the Node. 

Site Settings UI Enhancements - General & Operations Tabs 

ENT-3862

Description

We have made several enhancements to the Site Settings - General and Operations Tabs. The enhancements were geared towards streamlining both pages to consolidate similar functionality across each tab, as well as to enhance existing functionality across those pages, including the Site Address functionality. 

Site Address Functionality 

Going forward, when a user starts entering their corresponding address into Address Line 1, the Google API will now auto-populate the relevant address result as shown below. Upon selecting the correct address, the remaining fields (i.e. Address Line 2, City, State, and Zip Code) will auto-fill based on the address selection in Line 1. In addition to the reminder of the address auto-populating, we will also automatically determine: 

1. Currency field based on address selection 
2. Time zone based on address selection 

Similarly, this address will be used on the guest receipt when configured on the receipt template and will print based on the address saved in the Site Settings Tab. 

Site Settings Page Consolation 

Prior to Consolidation: 

Post-Consolidation: 

Site Settings - General Page 

Prior to Consolidation: 

Post-Consolidation:

 

Enterprise Menu Visibility Control 

ENT-3800

Description

We have introduced enhanced functionality to allow an Enterprise User the ability to control the visibility of products and modifiers within a modifier group directly from the TRAY HQ Menu UI at the Node Level. The new Visibility Controller will allow users with applicable permissions to adjust product and modifier group modifier visibility across the Node and then subsequently push that visibility status to the Site Level, via the Visibility Control dialog shown below: 

The controllable elements for this phase will be:

• Products
• Modifier Group Modifiers

Please note, in a later phase we will expand this functionality to include: 

• Modifier Groups
• Menus/Sections/Subsections

Permissions: 

• Visibility Control - permission to be able to access the Enterprise Control Visibility feature; if this permission is missing, then the user will not be able to see the 'Control Visibility' button as displayed below: 

 

Product Modifier Group UI Enhancements - Node Level Changes

ENT-3764

Description 

As part of the continued enhancements to the Product Modifier UI Changes that we facilitated at the site level, we have improved the Modifier Group UI functionality for Products and Modifiers when adding or editing Modifier Groups at the Node Level.

The aim of these changes is to make it easier for Menu Managers to be able to access the contents of a modifier group while editing the product itself, so that going forward, the user will no longer have to leave the Product UI and navigate to a separate tab to make any additional required changes.

Modifier Groups 

 

Within the Modifier Groups Sub-tab, the user will now be able to search directly for the Modifier Group Name or Modifier Group EID Number to more easily navigate to a specific Modifier Group Directly. When the user selects the ‘Action’ Gear Icon, they will be able to easily edit the Settings or view the Content of the Modifier Group directly, as shown below:  

Additional Refund Detail Added to POS Sales Summary, HQ Check Detail and HQ Daily Sales Report

STR-7179

Description

We have added additional ‘Refund Detail’ data to the POS Sales Summary, HQ Check Detail and HQ Sales Summary Reports. This detail will now include the count of refunds issued as well as the total dollar amount for the issued refunds. This added information will enhance refund reporting across TRAY Reports and, when data is applicable, will appear on the relevant reports noted as part of this feature. 

Main Category - Site & Node Level Enterprise Management 

ENT-3642

Description

Prior to this release, the Main Category field was missing at the Node Level, requiring users to manually add the ‘Main Category’ at the site.  As a part of this enhancement, we have introduced:

Node Level Main Category - A new tab for the 'Main Category' to be created beside Categories and Product Groups as shown below:

Site Level Main Category - The ‘Main Category' tab will be placed beside the ‘Categories’ tab. Both of these tabs will be placed under the ‘Menus’ > 'Categories’ as shown below: 

Node and Site Level Main Category Page - The user can create a new ‘Main Category' using the ‘Add Main Category’ Button at either the Node or Site Level. Within the dialog, the user will have the option to add a unique name and EID. Should the name already exist, a prompt should display the following message: 'Error: The name already exists. Please add a unique name.’

Modification and Deletion - Users can modify or delete an existing Main Category using the Edit and Delete CTA buttons. Please note, the user will not be able to delete a Main Category if it is already assigned to an existing Category and the following message will display: 

Assignment of the Main Category to Categories - The available ‘Main Category' will be listed in a drop-down under the label name ‘Main Category’ (currently the name is ‘Main’). A single ‘Main Category’ can be selected from the dropdown for a category. The assignment will also be logged in HQ Activity. 

HQ Activity - The creation, modification, and deletion of a Main Category will be logged in HQ Activity along with the corresponding ‘See Details’ link consisting of ‘Attributes', ‘Previous Configuration’ and ‘New Configuration’ columns for a modification and ‘Attribute’ and 'Value’ column for creation and deletion.

Main Category Permissions: 

1. Add Main Category - Ability to add main category 
2. Edit Main Category - Ability to edit main category 
3. View Main Category - Ability to view main category 
4. Delete Main Category - Ability to delete main category 

Push - The Main Category can be pushed and re-pushed during a Category Push from the Enterprise Node to the designated Sub-Nodes and Sites 

Prevent Same Clock-In and Clock-Out Time When Editing Time Entries

INFRAP-5137

Description

When a user is editing an existing time entry or when the user is creating a new time entry within the TRAY HQ Time Entries Report, and they attempt to save a record where the clock-in and clock-out times are the same, the system will now prevent them from saving the erroneous record by display the following error message: "Clock in and clock out time cannot be the same"

Change the Position of Refunds on FM Report

STR-7998

Description

As part of this enhancement, we have changed the display position of the 'Refunds' category on the TRAY HQ Financial Management Report, as shown below: 

Split Added Gratuity from Tips Paid on DSR & FM Cash Reconciliation

STR-7858

Description

As part of this enhancement, we are now going to split 'Added Gratuity' into a separate field so that it will no longer be calculated as part of the 'Tips Paid' Line. Going forward, we will now have a field for 'Added Gratuity' and 'Charged Tips' to give users the ability to differentiate between the two for reporting purposes on the Daily Sales Report and Financial Management Report. 

TRAY HQ Data Visual Enhancements 

INFRAP-5163

Description

As part of the continued effort to enhance the overall accessibility and usability of TRAY HQ Reports, we have made changes to the visualization of data across two of the TRAY HQ Reports: Daily Sales Report and Financial Management Report.

Going forward, we will present consolidated sales and payment information through a variety of different chart displays so that categorical data can be better represented in a clear visual way for users interested in viewing broader trends across their reporting data. 

This feature will be controlled by a Global Feature Flag, to be managed by the TRAY Team upon client request. Please note, these report visuals cannot be customized. 

Daily Sales Report Visuals

Financial Management Report Visuals 

Site Creation Wizard

ENT-3858

Description

Going forward, when a new site is created, the system will now display the following modal:

Once the user selects ‘Save’, they will then be automatically directed to the new site that was created based on the input added via the modal. 

Required Fields:

• Venue Name
• Store Number
• Address
• Time Zone
• Trading Day Time
• Week Starts On
• Phone Number

Optional Fields:

• Maximum Regular Hours Per Day
• Maximum Regular Hours Per Week
• Minimum Wage
• Group

Once the site is saved, the following prompt will be shown with three available action buttons, as outlined below:

1. Go to Site Selection >  the user will be navigated to the ‘General’ tab of the ‘Site Settings’ for the newly created site 
2. Create New Site > new site creation wizard will be shown and the user can immediately begin the process of creating a new site, outlined above
3. Close > the prompt will be closed and the user will stay on the Node List 

Similarly, as part of the site creation wizard, we will now implement validation to confirm the uniqueness of the entered store number within a parent node. As part of this work, we will: 

1. Incorporate a 'Check' button that will confirm that the store number is unique within a group 

2. Prompt to the user if the store number is not unique - 'Store number must be unique within a group.'

Finally, based on the user input, the modal will begin to pre-populate suggested field input. For example, when the user begins to add their address into the 'address field', the corresponding site detail information (i.e. zip code, city, state, time zone and currency) will begin to pre-populate accordingly. If the user wishes to adjust or change any of the auto-populated fields, they will be able to override accordingly. 

Discount Publish & Scheduled Publish Functionality 

ENT-3150

Description

Prior to this update, discounts were automatically published to the site as soon as they were created on TRAY HQ. Should the user want to create discounts prior to them taking effect, they would have to hide the corresponding discount by applying an expired effectiveness date.

Going forward, the ‘Discount' option will be introduced under the 'Publish’ button so that the user can make the discount live at the Site Level whenever the change is desired: 

Discount Schedule Publish Functionality 

Discounts can be scheduled for publishing at the Enterprise Level across multiple sites in various time zones. 

Note - The scheduled configuration can be edited, canceled, and deleted by the user.

Once the discounts are published, hovering over the ‘Publish’ button will show the last updated and published timestamp and the user who made the update at the Site Level. The details of the past schedules can be seen under the ‘Past Schedules’ section.

HQ Activity - The HQ Activity will log the information of the executed scheduled publish in HQ Activity along with corresponding details of that publish. Activities like creation, running status and completion will be captured in HQ Activity as shown below -

1. HQ Activity when a scheduled publish is created - The ‘See Details’ link will showcase the details like Schedule Name, Time, Configuration, and Site (where the discounts will be published).
2. HQ Activity when a scheduled publish is running - When a scheduled publish is running, the ‘See Details’ link will show real-time information on the success/failure/Pending of each site as shown below.
3. HQ Activity when a scheduled publish is completed - When a scheduled publish is running, the ‘See Details’ link will show the final success outcome of the publish

Support for iMin & Falcon Printer

sSTR-7521

Description

As part of this enhancement, we will now support the iMin and Falcon Printers and have added an additional printer field selections within the printer dropdown in HQ. 

Remove Ability to Configure Custom Overtime Wage

STR-730

Description

We have removed the ability to configure a custom overtime wage for staff. Prior to this enhancement, the user could configure 'Wage' and 'Overtime Wage' on the PayClass configuration modal. However, 'Overtime Wage' should not be edited manually and instead should be calculated using the below formula, defined at the Site > State Wage Level: 

• IF NOT TIPABLE: calculated as Overtime Rate = Configured Wage * Overtime Multiplier

• IF TIPABLE: calculated as Overtime Rate = (Minimum Wage * Overtime Multiplier) - Maximum Tip Credit

If the Pay Class configured is not tipable, and the user attempts to enter a wage that is less than minimum wage, than they will be presented with the following error message:

'Clear Filter' Functionality - Modifier and Modifier Groups 

ENT-4069

Description

Prior to this enhancement, when a filter was applied, the user needed to either refresh the page or remove the applied filter and re-run the corresponding report, leading to a tedious filter removal process. Going forward, the ‘Clear Filter’ button will allow the user to quickly and efficiently remove the previously applied filter, allowing the user to quickly reset their selection and make another decision regarding data filters, as shown below: 

Browser Session Timeout Redirect 

STR-7928

Description

Going forward, when a user navigates to the TRAY HQ Reports page and their browser session times out, if they attempt to run another report, they will be redirected to the login screen instead of seeing the 'Report is being generated, please wait. Do not refresh your browser' message and corresponding report loading spinner. This will give the user a clear indication that their browser has timed out so they are clear that they need to reinitiate their session prior to running another report. 

Product Group Report - Deductions and Void Count Columns

STR-7047

Description

As part of continued enhancements to the TRAY HQ Product Group Report, we have added the following columns: Deductions and Deductions Count, as well as Voids and Void Counts, to better enhance the data displayed across Product Groups. 

Move FreedomPay Settings from POS Tab to Payments Tab

STR-7718

Description

As part of this enhancement, we have moved the Freedom Pay settings to the Payments Tab under the existing Freedom Pay settings section, to consolidate similar functionality and allow the user to more efficiently make adjustments to their Freedom Pay Settings. 

 

Transferred Staff not Reassigning Docebo Restaurant Groups 

INFRAP-4920

Description 

Prior to this update, whenever a manager was transferred from Restaurant A to Restaurant B, their power user resources (restaurant group) was not assigning Restaurant B to their profile appropriately, instead keeping access to the previously assigned Restaurant A. 

When an employee with a manager role (roles with userLevel: 4 in the Docebo role mapping) is being transferred, we will now also take the below steps to properly reassign the restaurant group for that power user.

 

API

Exclude Deleted or Terminated Employees from Split Entries v3/timeEntries

INFRAP-4897

Description

Going forward, we will handle deleted or terminated employees across v3/timeEntries in the following ways: 

Deleted Employees

• If a user attempts to delete the employee, TRAY must check if that user is clocked in. If so, proceed to the confirmation window and include the following message below “Are you sure you wish to delete this staff?”
• “This staff is still clocked in. Deleting the staff will clock them out at this time.”
• If the user proceeds to delete the staff, TRAY should set the clock out time for the open time entry to the time that the staff was deleted.

Terminated Employees 

• If termination date is a past date and current day
  • If a user attempts to set a termination, TRAY must check if that user is clocked in. If so, prevent the termination date from being saved and display the following message in a popup window
  • “Please clock out this staff before setting a past termination date”
• If termination date is in the future (Work for future term date is ON HOLD) Need to discuss legal aspect of setting time entry data
  • If employee is currently clocked in, they will remain clocked in
  • Once the trading day following the termination date is reached, if the employee is still clocked in, the Time Entries API should not return split time entries for that employee
    • This will prevent data that breaks Rosnet from showing
  • Once the trading day following the termination date is reached, if the employee is still clocked in, set the clock out time to one minute before the trading day time
    • For example, employee has termination date set to June 1st and is clocked in. Trading day time is 4:00 am
    • Once June 2nd at 4:00 am is reached, the clock out time of the employee should be set to June 2nd 3:59 am

Update v3 and v4 items APIs to include Discounts API Details

INFRAP-5583

Description

We have made enhancements to the v3 and v4 items APIs by adding the “discountId” and “isDiscountAppliedBeforeOrder” fields for all discount records to eliminate the need of discounts APIs.

If the action is DISCOUNT_APPLIED or DISCOUNT_REMOVED the value will be either true or false, for all other actions the value will be null. 

Time Clock Audits API Returns Wrong Time Entry ID

INFRAP-5706

Description

For some time clock audits, we are not returning the correct time entry ID that can be referenced in the Time Entries API. This is impacting Rosnet’s ability to use the Time Clock Audits API.

For example, if the clock out time is edited, the audit will return the ID for the Clockout event type found in the staff_time_entries table even though that ID is not returned in the Time Entries API.

Going forward, the expected behavior will be to return the parent ID if the event type is Clockout or the ID if the type is Clockin.

 

 

 

POS

Tax Breakdown on Receipt - Offline Support 

STR-2700

Description

As part of the continued enhancements to Offline Mode Receipt Support, we will now print the breakdown of tax categories on the customer receipts, when configured. 

Going forward, the guest facing receipts printed in offline mode will reflect the following breakdown, where applicable: 

1. Food Tax
2. Beverage Tax
3. Liquor Tax
4. GST Tax

Moby5500 Gift Card Support 

STR-2077

Description

As part of the continued support for the Moby 5500, we now support the ability to utilize the MSR on the Moby device to read gift cards. Going forward, the Moby5500 will be automatically connected when the user opens the 'Swipe Entry' for a gift card transaction or balance inquiry. If the user is loading more than one gift card at a time, after the first gift card has been swiped, they will be prompted with a 'Tap to Swipe' CTA which will prompt them to load the second gift card. 

Please note - this is only possible with a custom PAL Package, which requires a lead time. 

Change Custom Tip UI - Remove Negative Buttons

STR-7245

Description

We have made enhancements to the Custom Tip UI to improve the customer facing payment flow. Prior to this update, the addition and subtraction buttons were not clear in their functionality. As part of this enhancement, we have removed the addition and subtraction buttons and altered the UI slightly for improved clarity, as shown below: 

FreedomPay AFCC Logs to S3

STR-7409

Description

As part of this enhancement, we now have the ability to upload FreedomPay AFCC Logs to S3 in order to better improve real-time triage and FreedomPay payment monitoring efforts. Going forward, the ‘Upload Logs’ button has been moved to the Manager Functions > General Functions > Freedom Pay > Save Logs section from the POS. 

 

POS Multi-Language Receipt Support 

INFRAP-5069

Description

We have developed the ability to print receipts in both Arabic and English to better accommodate customers who prefer either language. Going forward, receipts will include relevant translations for item names, addresses, and venue names to provide a seamless experience for customers regardless of their language selection. 

POS Sales Summary Report

STR-6011

Description

We have reformatted and renamed the former POS 40 Column to the updated POS Sales Summary Report to have improved legibility and more closely resemble data points available across corresponding TRAY HQ Reports. The first phase of this effort outlines the reorganization and addition of existing data points to the printed Sales Summary Report. As part of this report we have: 

• Reorganized and consolidated existing data points across the existing 40 Column Report 
• Renamed the POS 40 Column Report to the new POS Sales Summary Report 
• Added additional data points that already existed across TRAY HQ Reports to the updated POS Sales Summary Report, to make the printed Sales Summary Report more functional for users referencing those reports on a daily basis

Prevent Inactive Employees from Clocking-In 

STR-7502

Description

Going forward, we will prevent inactive (i.e. employees that are inactive due to the current day falling on a date after their set termination date) should no longer be able to clock in or log in on the POS. This will also prevent an inactive employee from creating erroneous time entry data and will also prevent erroneous data from appearing for employees that should no longer be working.

Remove "Full Report" From Manager Functions > Employee Related Tab on POS

STR-7154

Description

As part of this enhancement, we have removed the ‘Full Report’ Option from the Manager Functions > Employee Related Tab on the POS Device. This was a redundant way to print the existing Sales Summary Report, which is already available on the 'Main' Tab and we have removed it accordingly. 

Check Receipt Detail and Standardization for Closed Checks

STR-7727

Description

Going forward, when a user prints a closed check, the full payment detail for that check will now print on the receipt. We will now display: 

1. Credit card transactions broken down individually by credit card type 
2. Gift card transactions broken down individually by gift card type 
3. Cash transactions combined 

These tender types will be sorted alphabetically in the following order: credit card, gift card, other and cash. 

KDS

Ability to Print Receipt Logo From a Device to an IP Printer

STR-7488

Description

Prior to this release, when printing a receipt from a handheld device to a standalone IP Printer, the receipt logo would not print. We have made enhancements so that going forward, when performing a remote print from a handheld device to an IP Printer the corresponding Receipt Logo will now print. 

Optimizations:

1. getPOSActiveOrders API optimization
2. Cash Owed Query Optimization
3. Breaks Report Optimization
4. Optimized Sales Summary Report 
5. HQ Permissions Report 

Bug Fixes 

Discounted and Voided Items Display the Discount Record [Checks Report & Items API

INFRAP-5479

Description

Items that are first discounted and then voided were still displaying the original discount record on the TRAY HQ Checks Report, as well as within the Items API, while also showing the associated void record in the Orders Report for that same check. Going forward, when an item is first discounted and then voided afterwards, we will not be displaying that item on the Checks Report, and the discount record will be properly reflected on the Orders Report.

Tax Inclusive Item Showing Negative Tax Amount

STR-7486

Description

When adding an item that is marked as tax inclusive to the cart, the tax amount is displayed as negative. When we removed the tax inclusive item, the cart displayed a positive tax amount again. Going forward, the appropriate tax inclusive/exclusive status and amount will be reflected in the cart when adding and removing the corresponding item. 

Tax Inclusive with Price Schedule Adds up to Base Price

STR-7485

Description

When adding an item to cart that is both tax inclusive and has Price Schedule associated, the price schedule is adding up to the base price of the item. Going forward, we will apply the appropriate price schedule amount regardless of the tax inclusive/exclusive status of the corresponding item. 

Server Checkout Report Checks Count not Calculating Correctly Across TDT 

STR-8233

Description

Previously, when a server was clocked in and their shift passed the site's configured trading day time, the checks count was not calculating correctly. Going forward, when a user clocks in and their shift crosses the trading day time, the corresponding check count will include all checks from that individual's shift.