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2024 March: Feature Highlights

Xenial Cloud Product-Level Flag for Discounts

PRMA-3423

Xenial Cloud supports product-level flags that indicate items ineligible for discounts.

Affected Components:

  • Data Management (XDM)

  • Cloud POS (XPOS)

  • Online Ordering (XOO)

  • Enterprise Integration and Onboarding (EIO)

Data Management (XDM)

Administrators have the ability to configure products and modifiers to enable/disable discounts. Default configuration toggles Discounts On.

  • Products: Xenial PortalData ManagementOrdering SettingsProductsProduct ListSelect ProductOrdering OptionsDiscounts

  • Modifiers: Xenial PortalData ManagementOrdering SettingsModifiersModifier ListSelect ModifierOrdering OptionsDiscounts

xdm_ordering_product_or_modifier_discounts.png

Cloud POS (XPOS)

When configured in Data Management, Cloud POS does not apply discounts to flagged products or modifiers.

Online Ordering (XOO)

When configured in Data Management, the integrator discount calculator does not apply discounts to flagged products or modifiers.

Enterprise Integration and Onboarding (EIO)

Updates to product-level and modifier-level properties consumed from Enterprise Data Manager.

Product Returns

PRMA-3501

The Product Returns feature enables customers to return a previously purchased retail product for a refund or exchange it with another product.

Configure this feature to allow customers to return/exchange products purchased from a different location, or restrict returns exclusively to purchases made at the original location.

Reason codes optionally captured help to determine if the returned product is eligible to add back to inventory.

Perform product returns with or without a customer receipt.

Return_Exchange_Window.png
Select_Type___Exchange.png

Affected Components:

  • Data Management (XDM)

  • Ordering (POS)

  • Pipeline (PPL)

  • Portal/Onboarding (XOP)

  • Reporting (RPT)

  • Xenial XUX (XUX)

Suite Catering ADO and EDO Menu/Pricing Improvements

PRMA-3917

Enhanced Suite Catering Advanced Day (ADO) and Event Day (EDO) orders for Price Points and Menu Pricing. Xenial Online Ordering automatically populates transaction types, and Improved validation for quantity-based fields.

Affected Components:

  • Xenial Online Ordering (XOO)

  • Xenial Cloud Portal (XOP)

  • Xenial Data Management (XDM)

  • Xenial User Experience (XUX)

Xenial Online Ordering (XOO)

The Xenial Online Ordering API identifies orders originating from Mobile Order Integrators or Kiosk and automatically populates the Transaction Types with the EventID:

  • PRE_AUTH

  • SALE

  • REFUND

Xenial Cloud Portal (XOP)

Improved the Suite Catering Price Point list:

  • From the Price Point list, use the Actions dropdown to access Delete option

  • The Deleted Items view displays deleted Price Points history

  • A warning appears when attempting to delete a Price Point from Active Events or Accounts

  • It is possible to restore deleted Price Points

  • Advanced Day Order (ADO) Price Point field is only visible with an active Suite Catering subscription.

Xenial Data Management (XDM)

Xenial Data Management improvements for Suite Catering include:

  • Price Point Name field accepts multiple language characters

  • Improved Price Point verification workflow of Sites and Events

  • Advanced Day Order (ADO) fields such as Source and Price Point are only visible with an active Suite Catering subscription.

  • Events list automatically displays all Active Sites along with their respective Price Point and Advance Day Order (ADO) Price Point fields—removed the Active toggle in the Events editor

Xenial User Experience (XUX)

Improved quantity-based field validation for Child Item Product Pricing:

  • Quantity-Based Ranges and Range Sets must contain at least one value

  • All Range fields must contain a Start value

  • The End field must contain a value greater than the Start value

  • Price Rule field accepts overlapping ranges

  • The Price field requires a value

Fortress - SKU Level Discount

PRMA-4567

Improved customer transaction process by enabling consumption of Fortress Loyalty Provider data. Added ability to post a request to void an order from Point of Sale in order to void Loyalty orders. Added functionality to register till in Fortress Loyalty Provider with first gift or loyalty transaction through RegisterUpdateTill request.

Affected Components:

  • Xenial Gift and Loyalty (XGL)

  • Xenial Point of Sale (XPOS)

Xenial Gift and Loyalty (XGL)

Ensured XGL responds appropriately to POS for locationconfiguration request when using Fortress.

Xenial Point of Sale (XPOS)

Xenial Point of Sale sends a generic command to identify customer IDs and for available Loyalty rewards attributed to the customer ID to the Fortress Loyalty Provider. Void order requests can also be sent to void a Loyalty order.

Translate Print Output to Configured Default Language

PRMA-4568

Printed content from POS and XKM are translated into the preferred, local language of the site, which is in compliance with local laws.

Affected Components:

  • Xenial Cloud POS (XPOS)

  • Xenial Kitchen Management (XKM)

  • Printers

Xenial Cloud POS (XPOS)

Print requests sent by POS are translated to the preferred language of the site. Translations include user-defined strings—such as order item names and destination names—and system strings, which include printer and transaction types. The language used in the POS app does not affect the language on the printed receipt.

When POS is required to print two receipts, the merchant copy always prints in the site-preferred language; while the customer copy prints using either the cardholder language—received from the payment processor—or the merchant site-preferred language. Either way, the customers will fully understand the content of their receipt.

Xenial Kitchen Management (XKM)

Printed content from XKM—such as bump chits and item label—appears in the preferred language of the site.

Retail: Optimize XPOS Experience

PRMA-4635

Optimizations for the Retail ordering experience:

  • Optimize Order Ticket header for Retail transactions

  • On-screen receipt displays Retail item descriptions

  • Product Lookup specifically for Retail Items

  • Optimize display details of Product Detail screen

  • Order History optimizations for retail (columns, filters, search criteria)

  • Keyboard use permitted for all keypad inputs

Affected Components:

  • Xenial CLoud POS (XPOS)

Xenial Cloud POS (XPOS)

The following XPOS UI changes support Retail Services.

Change Quantity button appears on the Item Action Bar:

retail_xpos_change_quantity.png

Item Detail screen:

xpos_retail_item_detail.png

Useful Retail information displayed on Order Ticket:

xpos_retail_order_ticket_information.png

Product Lookup for Retail Items:

xpos_retail_product_lookup.png

Performance Testing for Large Payloads

PRMA-4650

Added permissions in the Xenial Data Management settings to view, manage, and delete dm-document-external-reference. documents. Improved the workflow for Xenial Data Management, Xenial Point of Sale, Xenial Point of Sale Shell, and Xenial Online Ordering for receiving large payloads.

Affected Components:

  • Xenial Data Management (XDM)

  • Xenial Point of Sale (XPOS)

  • Reports

  • Xenial Online Ordering (XOO)

Xenial Data Management (XDM)

Added permissions in the Xenial Data Management settings to view, manage, and delete dm-document-external-reference. documents and improved the workflow for XDM when receiving and filtering large payloads.

Xenial Point of Sale (XPOS)

Improved the workflow for XPOS and XPOS Shell when receiving and filtering large payloads.

Xenial Reports

Improved the workflow for Xenial Reports when receiving large payloads.

Xenial Online Ordering (XOO)

Improved the workflow for XOO when receiving large payloads.

Retail: Yellow Dog Integration

PRMA-4653

Xenial Cloud PortalAdminAll ServicesYellow Dog Integration

The purpose of the Yellow Dog integration is to utilize and integrate the Yellow Dog API to update the Xenial Data Management product list retail items. Item orders and returns processed through Xenial Point of Sale are sent to the Yellow Dog service to update stock levels. Xenial Data Management syncs with Yellow Dog hourly. Credentials utilized in the Yellow Dog Integration Service are encrypted per Yellow Dog requirements.

Added permissions sub-groups for retail service with options to enable/disable a User Role to Add, View, Manage, and Delete.

Affected Components:

  • Xenial Cloud Portal (XOP)

  • Xenial Data Management (XDM)

  • Xenial Pipeline (PPL)

  • Xenial Operations XOPS)

Xenial Cloud Portal (XOP)

Administrators have the ability to configure permissions for retail items. The following permissions sub-groups were added in the Data Management Admin page. Permissions include the ability for users to Add, View, Manage, and Delete.

Xenial Cloud PortalUser ManagementRolesXenial Cloud applicationData ManagementOrder SettingsProductsProduct ListProduct

Product -

The_Portal_Roles_Data_Management_Product_Retail-Gift_Card-Gift_Certificate.png

Retail Item

The_Portal_Roles_Data_Management_Product_Retail.png

Gift Card

The_Portal_Roles_Data_Management_Product_Gift_Card.png

Gift Certificate

The_Portal_Roles_Data_Management_Gift_Certificate.png

Allergens

The_Portal_Roles_Data_Management_Allergen.png

Note

The Retail, Gift Card, Gift Certificate, and Allergens sub-groups inherit the status of the Product sub-category.

Added the following permissions to the Pipeline and Portal groups. These permissions are Global Level and Allowed for admin roles by default.

Xenial Cloud PortalAdminRoles

Pipeline Group Permissions

Name

Description

System Name

Data Import Start

Process for importing data from external systems to the Pipeline group.

DataImport.Start

Data Import Status View

Permission to receive the status of the data import job in the Pipeline group.

DataImportStatus.View

Portal Permissions

Name

Description

System Name

Decrypt YellowDog Credentials

Permission to view encrypted user credentials from Yellow Dog.

Subscription.YellowDog.Decrypt

Xenial Data Management syncs with Yellow Dog hourly.

The Minor Reporting Category field in Product Configuration displays an error and disables the Done button when the Minor Reporting Category field is empty.

Xenial Data Management (XDM)

Xenial Data Management syncs with Yellow Dog hourly. Tags that are imported from Yellow Dog external carts are imported to the Xenial Data Management Tag section with the Tag ID, External ID, and Description fields filled out if applicable.

  • Exporting and Importing - Added Retail Item to the Product Type column. Exporting the Price List notates Retail Items in the Item Type column. The Import Summary pop-up displays the count of Retail Items.

  • Bundle Components - Updated the Bundle Component filter to include retail items and show, sort, and filter the Product Type column.

  • External Bulk Payloads - Updated the workflow in Data Management to process external bulk cart payloads.

  • Product Prices - Updated the default value for the Open Price field under the Price section of a product to Off. This field is not marked as required.

  • Conversions - Updated the Conversion section of Retail items to allow users to manipulate the conversions.

  • Product Variations - Improved the cart implementation in Product Variations to allow users to modify complex fields.

  • Portal - Updated Portal workflow to prevent the deletion of the Tax Group, Major Reporting Category, Minor Reporting Category, and Image Set entities when utilized in the Yellow Dog Integration service.

  • Product and Pricing Updates - Added Retail Item to the Item Type field for Products and Product Type columns in the Product and Pricing Updates tables. Exporting the Price List notates Retail Items in the Item Type column. The Import Summary pop-up displays the count of retail Items.

Xenial Pipeline (PPL)

Improvements to Xenial Pipeline to integrate with the Yellow Dog service.

  • Syncing - Activating Yellow Dog Integration triggers a data sync. Xenial Data Management syncs with Yellow Dog hourly.

  • Data Management - Improved workflow sends a status notification upon cart deployment as either a success or a failure. Upon receiving the notification, the Mango status document is updated to reflect the status.

  • Imports - Verified Yellow Dog Integration workflow imports an item with the name Not Specified along with the Product ID number when the item does not have a name.

  • Data Management Returns - Updated Data Management Returns fields to adhere to requirements for the Yellow Dog integration. Updated the Yellow Dog url expands on images.

  • Mange Status Messages - Improved Mango status messages display the details of the error. The following errors have been defined:

    • Extract failed due to an authentication or extract data issue.

    • Transformation failed or a cart has errors.

    • Create Carts with Data Mana failed or a cart has errors.

    • Cart Deployment failed or a cart has errors.

    • The update is stuck at XWS level.

    • The update is stuck at Data Management level.

Xenial Operations (XOPS)

Created necessary permissions and environments for Yellow Dog integration.

Retail: Capture Customer Shipping Information

PRMA-4727

New Retail configuration allows clients to designate and identify products eligible for shipping or pick-up at an alternate location.

Affected Components:

  • Xenial Portal (XOP)

  • Data Management (XDM)

  • Cloud POS (XPOS)

Xenial Portal (XOP)

Xenial PortalAdminAll RolesXenial POS

Permission required to mark a product as eligible for shipping.

xp_xpos_roles_mark_for_shipping.png

Data Management (XDM)

Xenial PortalData ManagementOrdering SettingsProductsProduct ListSelect ProductAvailability

Access the Fulfillment Method configuration through Xenial Data Management:

  1. From Data Management, navigate to Ordering Settings then select Product List.

  2. From the Product List, select a product.

  3. To the left, from the Product menu, select Availability.

  4. From the Availability options, scroll to Fulfillment Methods.

  5. Select a Fulfilment Method of Shipping, Pick Up Later, or In-Store Purchase.

  6. From the upper-right, select Save.

xdm_ordering_settings_product_availability_fulfillment.png

Cloud POS (XPOS)

When configured, the Cloud POS Actions Bar displays a Shipping/Pick Up option.

xpos_actions_fulfillment_option.png

Manager approval required to proceed to customer identification and address verification.

Staff and Punch Edits

PRMA-4764

  • Access configurations through Xenial PortalCloud StaffPunch Edits

  • New sort option available for Condition column, labeled Error

  • Use filters to view discrepancies in shift/work time

  • Delete or edit times with detailed notes

  • Available permissions for Staff.PunchEdits are Edit and Delete

  • Updated reporting process flow to ensure accurate business date

Affected Components:

  • Xenial Cloud Portal (XPOS)

  • User Interface/Experience (XNU)

  • Reports (RPT)

Xenial Cloud POS (XPOS)

Use filter to view discrepancies in shift/work time and ability to delete or edit entries with a note. New sort condition, labeled Error.

xenial_staff_punch_edits_condition_error.png

Xenial Reports (RPT)

Reporting process flow includes data tests to ensure accurate business date.

Timekeeping Enhancements

PRMA-4800

Timekeeping enhancements in the following areas: improved clock-in/out focusing on processes where connectivity is lost and then restored, improved messaging in cases where XPOS is unable to communicate with XBO, XPOS respects Employee Job Code which enables the Payroll engine to process employee records, and streamlined data consumption for Reporting so that Payroll Details are available within 10 minutes of generation.

XEN3_8_-_XUX-1507_-_Clock_In.png

Affected Components:

  • Xenial Point of Sale (XPOS)

  • Xenial Cloud Staff

  • Xenial Back Office (XBO)

Xenial Point of Sale (XPOS)

XPOS verifies employee job status with Xenial Back Office upon login to XPOS, shift clock-in, and upon use of manager credentials for Manager Override prompts. The clock event warning message relates instructions unique to the specific event (ClockIn/Out or Break Start/End). Manual acknowledgement of the message is required before proceeding.

Xenial Cloud Staff

Designed warning message modal for XPOS to display in the event of intermittent connectivity during clock events.

Xenial Back Office (XBO)

Adjusted Timeclock logic to recognize if an unregistered clock event exists—due to connectivity issues at the site—and to create a clock event in its place. Note that at this time functionality is limited to only the most recent unregistered clock event. If extended connectivity issues persist, site managers must manually input other clock events.