6.13 Combined Release Notes

TRAY® Product Release Notes

Version: 6.13

New Features & Enhancements 

Client Enhancements (POS, KDS, Kiosk) 

POS

Existing Orders on a Check Should Transfer From and Transfer to New Revenue Center and Location

STR-8348

Description

Going forward, we have implemented additional HQ logging for records of ‘Transferred From’ and ‘Transferred to’ when transferring a check across revenue centers and locations. Similarly, we will ensure that proper tax considerations are made when performing both actions, as tax categories can vary across revenue centers. 

Server Enhancements (Server, API, DataAPI, Web) 

Server (HQ) 

Set Docebo Branch Code/ID from HQ

INFRAP-5445

Description

Previously, if the Docebo branch code or ID for a site needed to be changed or added, the only way to do so was by editing the Docebo configuration file and subsequently uploading that file to the corresponding S3 bucket. Going forward, if clients wish to set or edit the Docebo branch code and ID without needing to edit the file directly, they will be able to do so directly from the integrations tab for a given site. 

Parameters of Enhancement: 

• When a new staff member is created through the ‘Add Staff’ or ‘Sync Staff’ buttons, TRAY will first reference the Docebo Branch Code and ID configured in the Integrations Tab when determining the Branch Code and ID for the corresponding staff being created.
• If the Branch Code is not set via the Integrations Tab, TRAY will continue to reference the Docebo configuration file to determine the relevant Branch Code and ID

Default Service and Labor Categories Added for POS Roles at Node Level

ENT-2760

Description

Prior to this enhancement, the Default Service and Labor Categories fields were only present at the site level and were absent at the node level. This required users to assign these values to each POS Role at every site individually. 

Going forward, users will have the ability to set the default Service and Labor Categories for POS Roles at the node, allowing admin users to push the relevant service and labor categories to sites within that node. Similarly, when a user pushes Service and Labor Categories for POS Roles from the node to designated sites, the details of the push will be logged in the TRAY HQ Activity Report for additional tracking and monitoring purposes. 

Multilingual Support Enhancements - TRAY HQ 

ENT-4253

Description

As part of the continued expansion for multilingual support, we have implemented the following: 

• Multilingual support for the ‘Accounts’ Tab, extending to users, permissions and the ‘Default Roles’ and ‘Default Permissions’ Tabs
• Multilingual support for error and information messages across HQ 
• Multilingual support across TRAY HQ Reports and the corresponding filters across those reports 

Once enabled, users with appropriate permissions will be able to select from a language dropdown on the right hand corner of HQ, allowing them  to seamlessly navigate between languages. 

Countdown to 86 

ENT-4258

Description

This feature will now allow users to implement a product count that, when the item has reached ‘0’, will automatically 86 that item from the product UI on the POS screen, making that item unavailable for ordering. Going forward, users with applicable permissions will be able to designate products as ‘countdown’ items within the Product Visibility UI. 

When the user selects ‘Countdown’, they will then be able to set the appropriate ‘Limit Quantity’ that will then begin the countdown process on the POS. When relevant items with limit quantity are sold, the available quantity will be reduced accordingly. Similarly, the user will have the option to select ‘Repeat Daily’, which will then reset the product quantity at the end of the day, allowing for the user to automate the quantity monitoring process across products without having to update amounts manually. 

Across the POS and client devices, we will also allow users to configure limit quantities from both the individual Product UI as well as from the Functions Screen. The system will similarly display alerts when an item is reaching its configured limit: 

Users with applicable permissions will also be able to view the list of items that have a limited quantity input, to be able to better track item availability and count. From this view, a user will be able to view and adjust the remaining quantity of an item, as well as reset the limited quantity count and make the item available or unavailable. To access this functionality, a user with appropriate permissions can navigate to: 

Functions > Menu > Product Countdown 

When the user selects ‘Available > NO’ (i.e. out of stock), then the changes in availability will also be reflected across the TRAY HQ Menu visibility status accordingly: 

If there are no items with ‘remaining quantity’ configured, then the Product Countdown UI will change to display all of all items that are currently out of stock. 

Similarly, we will track the input and changes made to the daily and limited quantity fields in the TRAY HQ Activity Report, allowing for additional monitoring of product quantity data.

Permissions Required 

• EditCountdown86 
• UpdateCountdown86 

Mandatory & Unique EID Field - Node Level Reason Codes & Discounts 

ENT-4262

Description

As part of the continued effort to make all EID values unique and mandatory across the TRAY HQ platform, we have now implemented logic that will require that all node level Reason Codes & Discount EIDs are unique and mandatory. 

Going forward, when a user creates a new Node Level Reason Code (HQ > Sites > Node > Cash Management > Add Reason Code)  or Discount, they will be mandated to include a unique EID for input. Similarly, the user will be able to check if the EID is unique by selecting the ‘check’ button, which will flag the EID should it not be unique within the relevant node. 

Add 'Unit' field in the Product Dialog at the Node level which can also be pushed to the stores

ENT-3534

Description

We have implemented a new ‘unit’ field in the Product UI Dialog at the node level, accessible by navigating to HQ > Sites > Select Node > Menu > Product. Similarly, this field will now be pushable from the node to designated sites within that node. 

Similarly, we will now track any change to the unit field across the TRAY HQ Activity report for additional tracking purposes: 

Reopen Check Reasons

STR-8347

Description

As part of continued support for the TRAY HQ Retender Report, we will now allow users to select a reason when reopening a check. 

HQ Support 

There will now be an option for ‘reopen check reasons’ in the ‘Reason Codes’ section on TRAY HQ. When adding or editing a reason code, a new type called ‘Reopen Check’ will be available on the UI dropdown. Similarly, users with applicable permissions will have the ability to input the appropriate reopen check reasons at the node and subsequently push those codes down to designated sites.

POS Support

On the client device, when reopening a check, the user will now be prompted with a reopen reason, when available. If no reasons are defined, the client device should ask for the user to input a custom reason. Should the user have the appropriate AllowCustomReasons permission, the client device will also display the custom reason option on the list of configured reason codes.

DataAPI 

Support COMP_REMOVED action for v3/items

INFRAP-5768

Description

Going forward, when a user initiates a ‘comp’ action on an item or order, and a subsequent discount is applied to that same item or order, the system will now support a ‘comp removal’ log that will now be tracked in the TRAY HQ Activity Report and v3/items API. This change will allow users to appropriately track when comps have been removed from the order or item accordingly. 

Tax Inclusive Support for v0 validate/orders API 

INFRAP-5837

Description

Prior to this change, we did not support tax exempt orders in the v0 validate/orders API. This meant that the corresponding API would display the same tax amount for tax inclusive and tax exclusive items. Going forward, v0 validate/orders API will show the appropriate tax amount ($0) for corresponding tax exempt items.