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2026 January | Feature Highlights

Gift and Loyalty | Send All Orders

PRMA-5464

Enhanced Gift and Loyalty to support bulk orders within Punchh Full Loyalty Integration.

Affected Components:

  • Cloud Portal

  • Gift and Loyalty

Cloud Portal

Enhanced support of loyalty environments by adding new toggle setting Send all orders to Loyalty custom service and Service Builder, to include bulk mode.

Cloud_Portal_Permissions_Send_All_Orders.png

Gift and Loyalty

Made locationConfiguration endpoint available for custom Loyalty integrations

Online Ordering| New Master List Menu Type

PRMA-6069

New menu type in Menu Engine which allows the user to view a master list of products from any Site.

Affected Components:

  • Cloud Portal

  • Data Management

  • Online Ordering

Cloud Portal

  • Enabled administrative control of Gold Site viewing access with new permission Gold Site View (GoldSite.View) at company and global levels.

  • Enabled selected integrators to view Gold Site with new GoldSite.View permission for all integrators with People.AllSitesAccess permission already enabled.

  • Added support for identification of "Gold Standard" sites with the following actions:

    • Utilize Report Grouping Method setting to use time.closed or time.created properties

    • Only a single site can be configured as the Gold Site within a single company

    • New company with SMB Business class is marked as Production site with required values in Site Details and Location

    • New company with Enterprise Business class is marked as Gold Standard site with required values in Site Details and Location

    • For existing companies only Gold Standard option is added to Environment field

Cloud_Portal_Role_Permissions_Gold_Site_View.png

Data Management

Added support for staging mode functionality to identify a product as not ready for production with the following actions:

  • Add new setting Staging to Availability section in Ordering Settings create/edit Product form

  • Staging setting has Toggle On/Off functionality with tooltip reading Determines if this Product is ready to be used in stores or is currently being staged

  • Staging setting features bulk editing capability

Data_Management_Ordering_Settings_Staging.png

Online Ordering

  • Added support for new menu type master_products, using /master request and responding with product information.

  • Enabled user to receive Master Menu by providing master-level product list data to integrators. Updated getMenuDataChanges to include menu_type set query parameter.

Online Ordering | Site Status Notifications

PRMA-6584

Added support for Site Status notifications from Point Of Sale (POS).

Affected Components:

  • Online Ordering

Online Ordering

  • Enhanced functionality and usability of Site Status processing for Delivery Service providers by updating current logic and caching and updating SSM to create {stack}-delivery-site-status topic at deployment.

  • Added support to provide Site Status availability to third party delivery partners by enabling consumption of site status data from GREST Points Of Sale.

Online Ordering | Item Level Taxes

PRMA-6519

Added support for externally collected item level taxes on online orders.

Affected Components:

  • Data Management

  • Online Ordering

  • Point of Sale (POS)

  • Reporting

Data Management

Added support for processing and reporting of externally calculated taxes with the following actions:

  • Add new Tax Definition seed ExternalTax to all existing companies

  • ExternalTax Definition has Type=Fixed Rate and is based on Price

  • Add validation to prevent deletion of seed and restrict editing access

Online Ordering

Added support for processing of externally calculated item-level tax data from delivery service provider by consuming new externally_calculated_tax_detail custom field.

Point of Sale (POS)

Updated Tax Calculator to support item-level tax calculations for Valued Brand.

Reporting

Updated Cloud Reports to consume externally calculated taxes from Tax Calculator.

Point of Sale | Restrict Corrective Transactions

PRMA-6226

Added the ability to enforce policies on corrective transactions like post-payment voids, re-tendering, refunds, exchanges, and returns

Affected Components:

  • Cloud Portal

  • Data Management

  • Point of Sale (POS)

Cloud Portal

Enabled override of business date restrictions with new Order.Date.Restrict.Override permission at global and company levels.

Data Management

Enhanced administrative control by adding individual Company/Site Preferences for corrective transactions including post-payment voids, re-tendering, refunds, exchanges, and returns, within new Order Override Limits section in Preferences.

From the Ordering Application → Order Override Limits section of Company/Site Preferences, define business date limits on specific POS transaction types:

  • Exchanges

  • Post-Payment Voids

  • Refunds

  • Re-Tendering

  • Returns

Data_Management_Order_Override_Limits_.png

Point of Sale

Enforce business date limits on corrective transactions on Paid orders.

For example, prohibit Refunds on Paid orders after one (1) day.

Point of Sale | Genius USB Connection Type Integration - Phase 2

PRMA-6397

Important

PRMA-6397 makes further enhancements to the Genuis USB Connection Type integration from PRMA-5580 .

Enhanced the Genius USB peripheral connection on Point of Sale (POS) terminals.

Affected Components:

  • Point of Sale

Point of Sale

  • Enabled USB serial communication to the Genius/GPI Payment System

  • USB ecosystem system is PCI validated P2PE to so data coming from the GPI Payment System is not considered PCI data

  • USB serial integration supports interaction with any OS (e.g.: Android, Windows, Linux, or iOS)

Point of Sale | Disable Manual Entry Loyalty Lookup

PRMA-6672

To improve fraud prevention, added the ability to disable manual entry of Loyalty ID. Settings can be set from Data Management under Loyalty section of Company/Site Preferences.

Affected Components:

  • Data Management

  • Point of Sale (POS)

Data Management

Enabled restriction of users from manually entering Loyalty ID by adding new Allow manual entry on loyalty lookup toggle setting in Company/Site Preferences Loyalty section.

Portal4-Dot MenuData ManagementOrdering SettingSettingsPreferencesCompany/Site PreferencesLoyalty

Data_Management_Preferences_Loyalty_Allow_Manual_Entry_On_Loyalty_Lookup.png

Point of Sale

Optionally restrict POS users from entering a Loyalty ID manually to prevent fraud.

Staff | External Employee Data Requests

PRMA-6179

Added the ability to submit third-party requests for employee data.

Affected Components:

  • Staff

  • Cloud Portal

Staff

  • Enhanced management of employee data with the following actions:

    • Extend employees collection data with additional field source_data.external_employee_id

    • Extend existing POST/PUT/GET endpoints for employee creation/updates with new SourceData.ExternalEmployeeId field

Cloud Portal

Enabled third-party requests for employee data by adding new permission Staff.ExternalEmployeeData for administrator roles in Staff Group.

Suite Catering | Advanced Day Ordering Payment at Submission

PRMA-6201

Added the option to require Advanced Day Ordering (ADO) orders to be paid at the time of submission to SuiteSpot (SS) Suite Catering to accommodate different payment workflows.

Affected Components:

  • Reporting

  • Suite Catering

Reporting

Unclosed SuiteSpot (SS) Advanced Day Ordering orders are not shown when ADO Payment is mandated (e.x.: orders considered waste orders).

Suite Catering

  • Added support for Advanced Day Ordering orders to be paid before submission to comply with new market workflows with the following actions:

    • Add new section Require Payment at Order Submission with new toggle Require Payment at Order Submission. Applicable permission is SuiteCatering.SuiteAdministationSettings.Manage

    • Move ADO Transition Order to new section and rename Modify ADO Transition Order Items

    • For new ADO order, Yes toggle triggers Payment Details with Complete Order step and popup followed by Order Confirmation page

    • Existing ADO orders and orders placed before toggle is set to Yes remain as is

    • Removed Print Confirmation/Print Receipt button from all order confirmation pages

    • Save As Favorite button applies only to user

  • Added support for guest user to navigate the Event Calendar and place Advanced Day Orders with the following actions:

    • Display Event Day Ordering banner on Welcome popup and Event Calendar when guest user has Place Event Day Orders permission and Event is open and in EDO window

    • Simplify and unify Event Calendar by reducing buttons to three options: View Order; Start Order; No Order

    • When user clicks Start Order side bar displays all suites with search functionality

    • When user clicks Start New Order from EDO banner/Welcome screen Select Suite popup displays. Continue button navigates to Build Order menu page

    • When user clicks View Order, View Orders popup displays orders group by suite

    • Enhance Welcome splash screen

    • Add support for additional info integration for guest user Advanced Day Ordering

  • Hide unclosed orders mandated for payment in Order History.

  • Guest users with applicable permissions can place ADO and EDO orders as expected.

  • Unhide Guest ADO toggle.

  • Enhanced guest user ADO experience by decoupling guest registration with QR code scan and enhancing UI.

  • Added support for registered guest usage with enhancements to My Account page.

  • Added support for guest user Advanced Day Ordering with addition of new Place ADO from SuiteSpot toggle in Guest Settings with tooltip. Removed read-only price point field.

Suite Catering | Miscellaneous Enhancements

PRMA-6689

This update includes several improvements to the functionality and user experience for Suite Catering.

Affected Components:

  • Suite Catering

Suite Catering

  • Enhance account import/export result timestamp to match job completion time.

  • Enhance phone number input with the following verifications to ensure a smooth workflow:

    • Selection of country/country code

    • Validation of phone number based on the selected country/country code

    • Default placeholder and formatting of phone number based on selected country/country code.

    • Default country code based on the country selection from site/company

    • Split country code and phone number upon entry

    • Compatibility of existing data (e.g.: similar as card expiration, invalid phone number from existing data should not block business workflow)

  • Enhancement to docker configuration.

Suite Catering | New SuiteSpot Instances

PRMA-6866

Added new SuiteSpot instances in Suite Catering.

Affected Components:

  • Suite Catering

Suite Catering

Added support for new SuiteSpot instances.

Venue Inventory | Miscellaneous Enhancements

PRMA-6558

This update includes several improvements to the functionality and user experience for Venue Inventory,

Affected Components:

  • Cloud Portal

  • Data Management

  • Venue Inventory

Cloud Portal

Enhanced Event Selector to allow automatic refresh when canceled.

Data Management

Updated shared library to utilize new scanning component.

Venue Inventory

  • Enhance display of Cancel button on Transfer Request List page.

  • Enhanced stand worksheet auto refresh functionality.