TRAY 6.17 Combined Release Notes

TRAY® Product Release Notes

Version: Combined 6.17

Key Highlights: 

Client Enhancements

• Guest Names – Transfer & Split Payment UI: New UI supports seamless transfer and splitting of items between Tray and Plein Air (PA) guests.
• Split & Combine Items: Enhanced to allow combining and splitting items between mixed guest types (PA and regular).
• Time Entry Acknowledgement POS UI: Added time entry acknowledgment feature for staff.
• Product Availability Change Detail: Update HQ POS Activity Report to include detailed product availability changes.

Server Enhancements 

• Subsection Images Support: HQ & Client support for adding subsection images in menu management.
• Sparkfly Discounts – Customer Payment Flow: Integration with Sparkfly for redeeming discounts at checkout.
• Bulk Add Modifiers – Node-Level Category Assignment: Improved validation and assignment of category EIDs for bulk modifier additions.
• Nevada Overtime Calculations: Compliance updates for Nevada overtime requirements.
• Enhanced Data Visualization: New visualization features in the Order Summary Report.
• iSolved Payroll Push Functionality: Added payroll period management, fiscal start date validations, and integrator key management for seamless payroll integration with iSolved.
• Docebo Franchise Group Support: Enhanced employee search and filter functionalities in Docebo with franchise group field mapping.

API Enhancements

• Void API – Individual Site Key Support: Added venue-specific API key management for void orders in ETAB integration.
• Employee Endpoint Update: New endpoint to update employee details for PrimePay integration.
• Support for Negative Cases in Freeway APIs: Handling of partial approvals and other negative scenarios.
• Nugttah Loyalty Check API: Integration with Nugttah Loyalty to send check details during key actions (opening, ordering, closing, and refunding).

New Features & Enhancements 

Client Enhancements (POS, KDS, Kiosk) 

POS

Plein Air Guests Name Support - New Transfer UI & Split Payment UI

STR-9419

Description

As part of continued Plein Air (PA) Integration Support, we now support the ability to transfer checks and items as well as split payments between PA and TRAY guests. The expanded transfer UI will allow users:

1. The ability to transfer items between TRAY and PA guests
2. The ability to transfer checks while still maintaining the guest count from the original check.
3. The ability to view the available guest names sent from PA directly on the split payment UI > ‘Select Guest’ flow
4. To split a check and individual items between any TRAY guests and PA guests interchangeably, as shown below: 

Product Availability Change Detail - HQ POS Activity Report 

STR-9299

Description

Going forward, when a user makes a change to product availability from the POS device, the details of the change will be displayed on the TRAY HQ POS Activity Report. We will track changes in the following way: 

• {product Name} is marked as In Stock
• {product Name} is marked as Out of Stock
• {product Name} Limit Quantity is updated to {Qty amount}

For example: Burger is marked as In Stock.

Split Payment POS UI 

STR-7747

Description

We have made enhancements to the split payment POS UI to allow for a more streamlined user payment experience, as displayed below:  

Time Entry Acknowledgement POS UI 

STR-9158

Description

As part of continued support for Time Entry Acknowledgement, we have implemented the updated POS UI that will allow the user to acknowledge any changes made to their time entry directly from the POS. Additionally, the user will have the option to print any of the changes displayed for record keeping. 

Going forward, when an employee’s time entry is changed from HQ (i.e. added, edited or deleted), they will be prompted to acknowledge the change directly from the POS prior to being able to utilize in-store functionality. Please note that the corresponding user clock-in time will coordinate to when the user first logs into the POS so that no time is unaccounted for reviewing the acknowledgement. 

Once the user reviews any and all changes to their time entries, they can then select ‘Acknowledge & Print’, which will print a corresponding copy of the changes detailed on the POS. Should the user select ‘Cancel’, then the user will be redirected to the login screen and will be unable to utilize the POS until the changes have been acknowledged. 

Example of the printed copy of the acknowledged time entry changes, shown below: 

Server Enhancements (HQ, API, DataAPI) 

HQ

Support for Subsection Images (HQ & Client) 

ENT-5021

Description

As a part of continued Menu UI Enhancements, we now support Menu Section & Subsection Images, which can be uploaded directly via TRAY HQ > Menu > Edit Subsection > Subsection Image Support, as shown below: 

Example POS UI with a subsection image as well as default image for a section that does not have an image uploaded: 

As part of this work: 

1. There is now a 'Subsection Image' field in the Add/Edit Subsection dialog where the user can add/modify the sub-section image, as shown above. 
2. The accepted file type is consistent across menu and section file support.
3. If no image is uploaded, the current default image on POS will be displayed, as shown above.
4. Any menu or product push, as well as any menu import, will overwrite the image icon for the corresponding site(s). 

Support for Sparkfly Discounts - Customer Payment Flow 

INFRAP-6777

Description

As part of continued support for the TRAY x Sparkfly Integration, we will now support applying a discount at the point of checkout within the customer payment flow on the POS. 

'Bulk Add Modifiers' Category Assignment from Node

ENT-4963

Description

We have made enhancements to the 'Bulk Add Modifiers' feature at the node with the addition of Category EID, as shown below:

 

In addition, we have added the following validation guardrails: 

1. Modifier Price & Category EID 
   1. ‘Please provide modifier(s) price’ when modifier price is missing
   2. ‘Please provide modifier(s) category EID’ when modifier category EID is missing
2. Positive Integer Validation
   1. ‘Price should be a positive number' when a negative price is provided
   2. 'Category EID should be a positive number’ when a negative EID is provided
3. Existing EID 
   1. 'Please provide a valid category EID' in the case that a non-existing category EID is provided 

Category Sort Orders HQ Node Level Changes & Enterprise Management

ENT-4718

Description

Going forward, we will support the “Display Order” variable for Categories at the Node that, when pushed, will dictate the display order of the associated items on the KDS and order chits. 

There will now be a ‘Display Order’ field available within the ‘Add/Edit Category’ Dialog that will allow a user to indicate the appropriate display order for that category. Please note, if there are two identical display order values, then the categories will be sorted alphabetically within that assignment. 

After ‘Display Order’ has been assigned to relevant categories, the user can enable the corresponding KDS UI by navigating to the KDS JSON > “sortByDisplayOrders”:true,

Items will then be displayed according to their corresponding HQ ‘Display Order’ value, as shown below: 

As part of this development, we will: 

• Show the 'Display Order' in the list view after the ‘Name’ column
• Any changes to the ‘Display Order' field will be logged in the TRAY HQ Activity Report along with other applicable fields in a table of 'See Details' section
• During a category push, the 'Display Order' field will be overwritten at the site level
• When a category does not exist at the store, a menu/product push will create the assigned category at the store. This category at the store will also have the 'Display Order' field value set at the node.

Similarly, when the server prints the corresponding order chit, the priority of each sort order will be respected and the items will be sorted based on their corresponding category value. 

Node Level ‘Service’ EID - Unique & Mandatory

ENT-4552

Description

As part of the ongoing efforts to ensure that all EID values across TRAY are unique and mandatory, we have extended this validation to ‘Service’ EIDs. Going forward, when a user navigates to TRAY HQ > Sites > Node Settings Wheel > Revenue Center > Add Service:

The EID field will be mandatory when saving the new Service. The user is able to check the uniqueness of the Service EID by utilizing the ‘Check’ button shown above. 

Nevada Overtime Calculations

STR-8575

Description

To increase site management of employee wages for states that are in Nevada, we have streamlined the wage calculation process and implemented a ‘Nevada Overtime Wage’ selection in TRAY HQ > Site Settings > Financial > Enable Nevada Overtime Calculations Checkbox. 

The wage calculations will ensure that for employees who earn less than $18.00 per hour, overtime will be calculated at one and a half (1.5x) times the employee’s regular rate of pay for: 

• Over 8 hours of work in a 24hr period
• Over 40 hours of work in a work week

Employees that make more than the hourly rate are eligible for overtime at 1.5 times the employee’s regular rate of pay for over forty (40) hours in a work week.  

Please note, when ‘Enable Nevada Overtime Calculations’ is enabled, the ability to edit the maximum regular hours per day will be disabled as the Nevada overtime calculations are enabled and this field will remain consistent. 

Enhanced Data Visualization - Order Summary Report 

INFRAP-5337

Description

As part of continued TRAY HQ Report data visualization enhancements, we have added an option to now enable enhanced visual displays for the TRAY HQ Order Summary Report, as shown below: 

Net Sales Trends - The graph will show the ‘Sales Trends' (bar chart) over a week or selected period against the number of items for the site in the line chart, as shown below: 

Note: If the net sales are 0 for a specific site(s) in any given duration, the charts will not be displayed. 

iSolved Push Payroll Functionality

STR-8468

Description

As part of continued support for the iSolved Integration, we will now support the ability to send notifications to users as an indication of when to process payroll. As part of this enhancement, we have added a button in TRAY HQ > Site > People > In Store > Staff, where the user will be able to select the applicable staff member who may need to be receiving updated payroll notifications. 

Integration Tab

In the Site > Integration Tab, a new iSolved integration type will be available where the user can configure the specific components of the integration. 

Payroll Period

In TRAY HQ > Site > Financial Tab, a new field will be made available to determine the length of the store’s payroll period. The value entered will determine the number of weeks for the corresponding payroll.

 

Integrator Key Management

As part of the integration, the user will need to add the appropriate Integrator Key to store the endpoint that TRAY will call when pushing the payroll and credentials to access that endpoint.

Push Payroll Button

In TRAY HQ > Site > People > In Store > Staff Tab, when the iSolved integration is enabled, a new ‘Push Payroll’ button will be made available. This button will show next to the ‘Add Staff’ button:

When the user selects the ‘Push Payroll’ button, the system will then confirm that the appropriate ‘Franchisee Fiscal Start Date’ and ‘Payroll Period’ fields from the Financial Tab are set appropriately, as both are required for calculating the available payroll period. 

After, a popup window should appear with a dropdown to select the payroll period. The dropdown should show the current and last 3 payroll periods to select from: 

Once pushed, the user will receive a success message, as shown below: 

Push Payroll Request

Using the endpoint set in the integrator key management, the below will be sent as JSON:

• siteId - ID of the site
• startDate - start date of payroll
• endDate - the day before the start of the next payroll period
• storeNumber - store number

Example Request

{

“siteId”: 18,

“startDate”: 2024-07-29,

“endDate”: 2024-08-11,

“storeNumber”: 3649

}

HQ Activity

A new Category called ‘Push_Payroll’ will now be available within the list of filters displayed on the TRAY HQ Activity report so that whenever payroll is pushed, the details of that push are available for tracking purposes. 

Add Docebo Franchise Group

INFRAP-5593

Description

As part of continued support for the Docebo Integration, we will now support the ability to mark employees in the correct franchise group from TRAY HQ to better improve the employee search and filter functionality from within Docebo. 

As such, in TRAY HQ > Site > Integration> Docebo Tab, we have added a new field called ‘Franchise Group’. When the user adds the appropriate Franchise Group to this field, any users that are created at that site will have the corresponding franchise group value associated in Docebo. 

 

Void API  - Individual Site Key Support 

INFRAP-6570

Description

As part of continued enhancements for the TRAY x ETAB Integration, we will now support orders voided from ETAB across the TRAY platform. Within the TRAY HQ Site Settings > Integrations > ETAB Integration, we have added an additional field in the integration tab for the designated site API key. Once the site API key is added into this field, when a voided order comes in from ETAB, we will now retrieve the specific API key associated with the venue and void the order accordingly within TRAY based on the site’s API key.

Add Employee Endpoint

INFRAP-6816

Description

As part of the TRAY x PrimePay Integration, we have developed a way to update existing employees through the updated Employee API endpoint: 

HQ Name	Required	API Name	Data Type	Details
ID	Yes	id	int/long	Identifier of the employee to be updated
First Name	Yes	firstName	string
Last Name	No	lastName	string
Email	Yes	email	string	Has to be in email format
Staff Role	Yes	job	array of objects	{jobId: 0, payClassId: 0}
Quick Code	Yes	quickCode	int
Date of Birth	No	dateOfBirth	datetime
SSN	No	ssn	int
Employee Id	No	employeeId	int
Phone Number	No	phoneNumber	int
Original Hire Date	No	orignalHireDate	datetime
Hire Date	No	hireDate	datetime
Termination Date	No	terminatedDate	datetime
Hire Status	No	hireStatus	string	ENUM
Marital Status	No	maritalStatus	string	ENUM
Ethnicity	No	ethnicity	string	ENUM
Gender	No	gender	string	ENUM
Address	No	address	object	{street: “”, city: “”, state: “”, etc.}
Eligible Services	No	revenueCenters	int array	[1, 2, 3]
Receipt Printers	No	-	-
Cash Drawers	No	-	-
Swipe Only	No	-	-	Default to False
Reservations Host	No	-	-	Default to False
Tip Share Eligibility	No	-	-	Default to False
Test Staff	No	-	-	Default to False
System Staff	No	-	-	Default to False
Break Time	No	breakTime	int
Mandate Break Time	No	mandateBreakTime	boolean

 

DataAPI 

Nugttah Loyalty Check Details API

INFRAP-6823

Description

As part of the continued support for TRAY x Nugttah Integration, we will now support the ability to send Check Details via the API directly to the Nugttah Loyalty platform. Going forward, whenever a check is opened or modified, TRAY will send check details to Nugttah. The following actions will trigger check details being sent:

• Opening a check (trigger - first order placed)
• Placing an order
• Closing the check (trigger - taking the full payment)
• Refunding a payment

Expose Brand ID in v1/Sites

INFRAP-6701

Description

We have developed a way to allow users to be able to discern the ‘Brand ID’ associated with a site by adding a new field to v1/sites DataAPI called ‘brandId’.