Xenial Cloud POS

2020-01-12 | 3.1 Xenial Ordering

The information provided below includes the user experience, process workflow, and infrastructure improvements and updates for this production version of Xenial Ordering API and UI.

Supplemental Information

This release is not dependent on another release.

Version History

Component

Current Version

New Version

UI

2.8.100-6

3.1.35-10

New Features

POS-652

Discounts

Configure a Minimum Order Subtotal as optional Discount Criteria.

POS-655

Barcodes

Add a discount to an order by typing its barcode.

POS-865

Pricing

Order Item Pricing based on Order Source.

POS-2818

Store and Forward (SAF)

Credit Card Batches report available from Functions screen - Includes details of online and offline transactions.

POS-5356

Guest Count

Enforce Guest Count Rules as defined by one of Valued Brands.

POS-5408

Guest Count

Automatic Guest Count determined by the products on the order.

POS-26760

Barcodes

Add a product to an order by typing its barcode.

POS-27783

Split Orders

Optionally restrict specific operations on split orders.

POS-27868

Modifiers

Ability to prioritize modifiers on Kitchen Video / Printer.

POS-28259

Clock Operations

Optionally enforce salaried employees to Clock In/Out.

POS-29486

Voids and Refunds

Post Payment Void and Refund Flow Improvements.

POS-30721

EOD

Apply or postpone POS version or configuration update during EOD.

POS-31110

Discounts

Apply discount to original or discounted item amount.

POS-31753

Reporting

Order Object now includes External IDs for Minor Reporting Categories to allow external consumption of the data.

POS-31872

Order Entry

Extended long press/context menu functionality to All Products, All Modifiers, and All Builds.

POS-32092

Order Segments

Share bundles and modifiers between Order Segments.

POS-32126

Item States

(Table Service) Eliminated 'Hold' as an Item State and introduced it as an Item Fulfillment Status

POS-32353

Discounts

Recalculate highest/lowest-priced discounts as items are added/removed from an order.

POS-32489

Xenial Shell

Eliminated Remove Terminal option from Xenial Shell. The user has the option to replace a terminal, but not remove it.

POS-32693

Gift Cards

Eliminated "error" / additional prompt during Gift Card Activation.

POS-32821

Online Orders

Print a kitchen chit when an Online Order is received at the Ordering application.

POS-33046

Payment Devices

Manually pair/unpair Bluetooth payment devices.

Added a Connect PayPal Reader option to the Functions screen.

POS-33325

Print Templates

Print template enhancements implemented for one of our Valued Brands - Configuration for printing the QR Code on receipts.

POS-33458, POS-36695

Gift Cards

Bulk Activation of (Non Sequential) Gift Cards is now supported for our Valued Partners.

POS-33598

Print Templates

Configuration for printing the General Ledger Account on Paid In/Out tickets.

POS-33713

Order Segments

Uncommitted order items are now sent to Kitchen before a Split Order function is initiated.

POS-33728

POS Terminals

Implemented Change Terminal function to quickly swap a POS terminal for a different terminal.

POS-33736

Print Templates

Include Cashier Information in the Payment object.

POS-33926

Taxes

Tax Calculator - Marketplace Facilitator Taxes

POS-34052

Order Entry

Display Modifier Selection Screen function now provides ability to define whether an item is likely to be modified or customized by the customer.

POS-34956

Table Maps

Methodology to import a site's table map definitions to replace the default table map.

POS-35361

Money

The calculated tax values in the order object match those values passed by an integrator to ensure the accuracy of tax values on reports.

POS-35369

Menu List

Menus are listed in the sequence that is defined in Data Management.

POS-35494

Credit Cards

Per the request of one of our Valued Brands, the Voice Authorization function has been removed from the credit card processing dialogs.

POS-35509

POS Functions

The POS Functions are no longer hidden from users who do not have assigned permissions to use them.

The POS Functions are accessible by any employee with the permission to access the Functions screen. Manager approval is required to perform the POS Functions.

POS-35532

Modifiers

After a Cashier converts am order item to one of its variations, the Modifiers menu tab remains open enabling the Cashier to modify the item seamlessly.

POS-36694

Gift Cards

The "error" / additional Activate prompt has been removed from the Activate a gift card dialogs.

Improvements

POS-31947

Order History

POS Order History sourced from Xenial Cloud.

POS-33013

Employees

The credentials of Deleted employees can no longer be used to log on to a POS terminal.

POS-34924

Credit Cards

An instance was corrected where two (2) Signature Prompts were displayed when processing a credit card, one for Xenial and one for a Valued Partner.

POS-35299

Gift Cards

The ability to manually enter an account number has been added for the following gift card transactions:

  • Balance Check

  • Cash Out

  • Add Value

POS-35491

Employee

When the system is configured to not require salaried employees to clock in, the Clock In option is no longer displayed when a salaried employee is logged on to the terminal.

POS-35547

Clock Operations

An instance was corrected where Back Office communication errors were generated during the Clock Out process.

POS-35566

Order Entry

After fulfilling all the component requirements for a parent item, the application no longer returns to the first component tab. The focus remains on the component tab that was fulfilled last.

POS-35571

Order Destinations

A database error is no longer generated after the Cashier applies a Quick Build to an order item, and then changes the Order Destination.

POS-35603

Discounts

The discount/coupon list is now filtered to only include discounts/coupons for which the selected order item is eligible.

POS-35664

Kitchen

The defined Autobump Order States in General Kitchen Settings in Data Management are respected at the Ordering application.

POS-35954, POS-36580

Discounts

When applied discounts reduce the order total to $0.00, any applied payments are reversed.

POS-35982

Gift Cards

When a Gift Card transaction is Refunded, the pay type is appropriately set for the Refund to ensure accurate financial reporting.

POS-35993

Voids

When order items are voided and the order total is reduced to $0.00, any applied credit card payments are reversed.

POS-36051, POS-36052, POS-36392

Reports

There were instances corrected where the credit card totals on the Sales Detail Report did not match the totals reported by one of our Valued Partners.

POS-36177

Modifiers

When a quantity can be defined for an item modifier, "1" is displayed as the quantity when a quantity of one is ordered.

POS-36204

Order States

An instance was corrected where the order states of orders at different terminals did not match.

POS-36253

Credit Cards

An instance was corrected where two (2) Receipt Prompts were displayed when processing a credit card, one for Xenial and one for a Valued Partner.

POS-36346

Modifiers

Quantified like modifiers are now consolidated on the order item listbox with the respective quantity.

POS-36417

End of Day

There were instances corrected where iPads were stuck in the EOD process requiring the app to be restarted.

POS-36438

Order States

There was instance corrected where an order with a partial payment was reported as Closed.

POS-36492

Reports

A discrepancy was corrected between the Net Sales on the Xenial Sales Detail Report (SDR) and the SDR of one of our Valued Partners.

POS-36548

End of Day

When End of Day (EOD) is complete, the business date is incremented after the manager logs off.

POS-36581

Tender Operations

Addressed reported instances of failed transactions with one of our Valued Partners.

2020-07-16 | 2.8 Xenial Ordering

The information provided below includes the user experience, process workflow, and infrastructure improvements and updates for this production version of Xenial Ordering API and UI.

Supplemental Information

This release is not dependent on another release.

Version History

Component

Current Version

New Version

UI

2.7

2.8.100-6

New Features

POS-430

Employees

Default employee security roles are overridden based on the job code selected on Clock In. The employee inherits the appropriate security role based on their scheduled job code.

POS-1039

Modifiers

An order taker can now access all items in a Menu Item/Modifier Group even when the number of items exceeds the viewable display area.

The order taker can navigate to and select any of the items in a Menu Item/Modifier Group and add them to an order.

POS-1167

Order Entry

Split an order and move its items and/or order segments to new orders, or share its items with new orders, allowing the split of order item costs among multiple individuals.

POS-6062

POS-25966

POS-33053

Receipts

A unique barcode for the order number is now printed on the receipt. This configurable barcode can be scanned to recall the order so the order taker can perform additional functions on the order.

POS-25440

Reports

Drawer Audit Report calculation updates:

  • Total tax is not included in Sales Breakdown

  • Discount Total is included in Sales Breakdown

  • Voided Post Payment is included in Sales Breakdown

  • Refund Total is included in Sales Breakdown

  • Discount Total and Total Tax is not included in Sales Breakdown

  • Gift card/gift certificates included in discount total

  • Net Sales does not include gift card/gift card certificates

POS-26502

Peripherals: Payments

The status of all Store & Forward (SAF) transactions for the business date are updated during EOD.

POS-27769

Table Service

In a table service restaurant environment, the table map is the starting view on the terminal. A Table Map option is also available from the System Navigation menu.

The table map enables the user to see a graphical view of the tables and their assigned orders.

POS-27868

Modifiers

Prioritize modifiers on the Kitchen Video / Printer stations to optimize accuracy and throughput, and to maintain consistency with how the kitchen staff prepares items.

POS-28250

Time Clock

Cashiers and managers are now provided with information on clock chits that are specific to the clock event.

The Time Clock Punch chit is editable in Data Management.

POS-28554

Customer Loyalty

A voided order is now sent back to the loyalty provider so that all accrued points and redeemed rewards are reversed.

POS-28682

POS Shell

When the application is opened on an iPad, the screen is displayed right side up in landscape view. This view is also used when holding the device using the Home button either left or right.

POS-28928

Peripherals: Payments

Authorized order payments are voided if a gift card Activate/Add Value transaction fails.

POS-29978

Peripherals: Payments

When a Void is attempted on an order that includes multiple gift card Activate/Add Value items, and an insufficient funds error is generated on one of the subsequent items after the first item is successfully voided:

  • A "Void Transaction Failed: Insufficient Funds" error is displayed with a Cancel option.

  • Voids for the remaining gift card items are not attempted.

  • Payments initially applied to the order are not voided.

  • The order state remains Closed.

POS-29990

POS-33089

POS-33095

Order Entry

The terminal name is displayed in the system header enabling the order taker to easily identify the terminal they are using.

This is configured in Data Management using the following setting:

  • Display Terminal Identification

This setting is located on the Ordering Application > Ordering section of the Company Preferences editor.

POS-30610

Peripherals: Payments

When a gift card is authorized as a partial payment, but is then removed (or if the unpaid order is voided) while the system is offline, the XGS payment is voided when the system is back online.

This enables the cashier to finalize the unpaid order and be assured the customer's gift card is not charged.

POS-30719

Peripherals: Payments

Accepting payments with the Ingenico iPP350 device is now supported with the BAMS payment processor.

POS-30763

Order Entry

Orders can now be sorted on Custom Order Views based on their respective timestamps of various events throughout the order lifecycle.

POS-30869

Order Entry

Usage of the application is prevented on a device that is not associated with a given terminal. This reduces the risk of duplicate data and conflicts between several devices associated with the same terminal.

POS-31285

Apps

PayPal errors are consumed and displayed in a meaningful context to enable the user to understand the root cause of any issues when using the PayPal app.

POS-31416

Ordering: Products

The application consumes order item ingredient details from Data Management and sends that data to Kitchen Management.

This enables the kitchen staff to see the ingredient quantities to prepare.

POS-31512

Ordering

Tax Class and tax jurisdiction information is now provided within the order object to support the Sales Detail Report requirement.

POS-31597

Peripherals: Payments

The battery status for the Bluetooth PayPal payment device is now displayed in the footer of the screen.

POS-31681

Drawer Sessions

Terminal schemes now support the "None" Banking Mode, which is used in environments where users are not expected to create and work with drawer sessions.

POS-31754

Modifiers

Support is added for modifier buttons to alternate between a "toggle" and "quantifiable" state. This enables the order taker to indicate if the modifier is applied to the whole item or only a specified quantity.

POS-31966

Refund/Waste Orders

The Customer Information screen is not displayed when the cashier is performing a Refund/Waste transaction.

POS-31999

Refund/Waste Orders

The pinned buttons for Available Order Operations are now hidden when the cashier is performing a Refund/Waste transaction.

POS-32077

Refund/Waste Orders

The cashier is now provided with the list of available pay types during the refund process enabling the cashier to select the applicable pay type.

POS-32103

Order Entry

The order taker has the ability to enter customer information when starting an order.

The Order Information option is available from the Options menu.

POS-32434

Peripherals: Payments

The user is prompted for camera permissions on startup at the same time Bluetooth permission is requested.

POS-32687

Peripherals: Printing

Lines for tips and other totals are now printed on all customer receipts.

  • Order-level tips are displayed above the order total.

  • Payment-level tips are displayed below the order total.

  • The new Grand Total formula (i.e. Total Void/Total Refund) is "Total + Payment Level Tips".

POS-32699

Discounts

Support is added for discounts that apply to varying quantities of varying groups of items.

This feature is configured on the Discount Scope section of the General page of the Discount List editor.

This section is available when Items is selected from the Apply Type dropdown menu.

POS-32702

Drawer Sessions

Drawers to count are viewable from the Drawer List menu enabling the store manager to quickly find the desired drawer.

POS-32915

Table Service

Saving changes when using the Table Map Editor is now a one-step process.

The extraneous Save Map and Save Template buttons have been removed.

POS-32933

Drawer Sessions

Starting Drawer Amount and Seamless EOD

Starting Drawer Amounts are defined via the Site Preferences editor configuration in Data Management to ensure consistent drawer assignment work flows.

The Starting Drawer Amount setting is located on the General section of the Site Preferences editor.

POS-33001

Terminal Schemes

The functions available to the order taker are configurable at the terminal scheme level.

The Available Order Options are specified on the Order Entry section of the Terminal Scheme editor in Data Management.

POS-33146

Customer Loyalty

The order taker can now scan the Customer Loyalty redemption code/coupon to apply it to the order.

A new customer icon is available from the Order Entry and Tender screens to enable the order taker to add loyalty details or a loyalty discount to an order.

This icon is only available when the subscription to customer loyalty is enabled.

POS-33198

Gift Cards

The application can be configured to prompt the cashier for their PIN only on Keyed Redemption, Cash Out, and Balance Inquiry gift card transactions.

POS-33422

Open Order View

The user interface of the Open Order View is improved in the following ways:

  • The Order Preview Ticket is displayed as a fixed position right panel.

  • The default expected action button for an order is displayed in the bottom right of the preview ticket.

  • Replaced the New Order control.

POS-33595

Discounts

Support is added to apply discounts based on order source (e.g. restaurant terminal, mobile app, delivery partner,).

POS-34019

Employees

When an employee is terminated (or his site status is changed), the employee is no longer signed out automatically.

If the employee is not signed out manually, they will be signed out at EOD or by autologoff.

POS-34089

Donations

To facilitate the order entry process, cashiers can now add a donation to an order without having to provide additional confirmation.

POS-34369

Customer Loyalty

Cashiers can scan the redemption code/coupon provided by the customer to apply a list of customer loyalty rewards to the order for redemption.

POS-34378

Customer Loyalty

A check_id generator has been added for the QR Code validation type.

POS-34388

Discounts

Discount type is saved in the order object to allow for discount type reporting.

POS-34522

Tender

Previously, a partial payment from PayPal that was added offline was removed if the capture request was declined when the system was back online.

Now the partial payment remains in the Order Object.

POS-35116

Customer Loyalty

Discount price modifiers of the item when they are included in the loyalty discount amount.

Improvements

POS-10684

EOD

Data Management updates are automatically applied when the business date changes during EOD.

POS-31190

Tips

The tip buttons now suit the size of the Suggested Tips screen so that customers are not confused with the large open space on the screen.

POS-32069

Refunds

Child items are displayed in a larger font than parent item on the Refund window.

POS-32512

Donations

Various improvements have been made to the design of the Donations screen.

POS-32755

Clock In/Out

Popup with the text "You have already been Clocked In ..." displayed to the user after a tap on the Clock In button if the user was clocked out in offline mode.

POS-32808

PayPal

Reset terminal did not change PayPal account.

POS-33007

Refunds

Cancelling the Specified Amount Refund caused the application to crash and reload.

POS-33010

Refunds

User was not prompted to cancel the order when navigating from the Refund Order screen.

POS-33030

DataSync

Updates for order in Saved state were not synced between terminals.

POS-33037

Employees

The screen continued to show an error message after swiping a badge to assign to an employee that was already assigned to another employee.

POS-33038

Devices

Child items were not displayed on the line display device.

POS-33043

DataSync

The user could not set and apply the Business Date filter from Order History during the syncing process.

POS-33068

Terminal Scheme

The terminal scheme could not be started without a specified payment type scheme.

POS-33080

Tips

The order total was not displayed on the Suggested Tips screen.

POS-33105

Order Entry

When the Order Destination description was long enough to wrap two lines, it pushed the round indicator out beyond the border of the button.

POS-33140

Devices

An order remained open on the payment device after it was closed at the POS.

POS-33164

Devices

The Credit Card button locked up and was unresponsive during a transaction.

POS-33183

Refunds

The cashier was prompted for customer details when creating a Refund or Waste order when the app was configured to prompt On Start of New Order/On Destination Change.

POS-33200

Clock In/Out

User was not able to clock out if the Data Management setting Prevent Clock Out with Open Drawers was turned on and the user was required to enter tips.

POS-33201

DataSync

Employee Time Punches were not syncing between terminals.

POS-33215

Drawer Sessions

Extra drawer sessions reported for line busters.

POS-33249

Order History

A Waste order was not displayed on the Order History screen.

POS-33323

Tender

The Tender screen remained open with $0.00 amount displayed after tendering an order with cash.

POS-33329

Open and Suspended Orders

The app restarted if an order was selected/unselected from the Open and Suspended Orders screen multiple times.

POS-33369

System Navigation

The Order Entry and Drive-Thru options were not displayed on the System Navigation menu.

POS-33389

Refunds

A Specified Amount Refund could not be performed for PayPal.

POS-33393

Count Drawer

Error message was not displayed after counting drawer for amount greater than starting drawer amount.

POS-33446

Tender

The Split Payment buttons were oversized and the payment buttons were shifted out of place on the Tender screen.

POS-33455

Drawer List

Quick filter feature was not filtering the drawer list properly.

POS-33469

Order Entry

The Actions menu was not displayed if a combo meal with more than four bundles was added to an order.

POS-33479

Refunds

The Cash button was unresponsive when performing a Specified Amount Refund and the amount was cleared.

POS-33489

Drawer Sessions

(Multiple Cash Drawer environment) The Close Drawer button was enabled for a user who did not have an Open drawer session.

POS-33533

Tender

Max Number of Pay Types configuration in Data Management was not respected at the POS.

POS-33537

Devices

An audit report listed 2 closed orders where the payment_info.total was greater than 0, but with an empty list of payments.

POS-33547

Donations

Donation prompt was displayed before the Required Selection Validation prompt.

POS-33551

Drawer Sessions

The drawer assignment prompt was incorrect when two cash drawers were configured for a single terminal.

POS-33602

Order Entry

The item size buttons were collapsed and a More button was displayed even though the size buttons fit on the screen.

POS-33617

Tender

The Remove Selected Payment button was displayed for a new order without any applied payments.

Additionally, the cashier was able to void the transaction.

POS-33622

Kitchen

The POS was not posting to a different XKM instance if there was an error posting to the default instance.

POS-33624

Kitchen

The Send Order button was not available when modifying an item that was already sent to kitchen.

Additionally, the Pay button did not change to Send/Pay.

POS-33625

Tender

A negative value was displayed as the Change Due.

Additionally, the Quick Pay buttons displayed a negative value.

POS-33635

PayPal

If PayPal SDK returns an error during the capture process, the POS now voids the authorization to eliminate the potential for multiple pending charges.

POS-33637

Devices

Verifone - An error occurred when finalizing a credit card pay type on an order with $0 in tips.

POS-33660

Order Entry

After creating a new order, the Open Orders screen blinked for a moment and then the Orders Entry screen opened with the order information.

POS-33678

Order Entry

The Order Information button was displayed on the Order Entry screen when all fields are configured as No Prompt.

POS-33686

Kitchen

The POS did not send the Server Name, Cashier Name and Terminal ID to the kitchen app.

POS-33688

Drawer Sessions

The previous drawer session was not closed and a new one was not started after Seamless EOD when drawers from previous dates were counted.

POS-33714

Kitchen

Order Segments were not displayed on the kitchen video.

POS-33739

Order Entry

The following error was generated "Please complete the current order". The Close button was unresponsive.

POS-33787

Refunds

Refund modal did not close when a credit card was used as the initial payment.

POS-33799

Clock In/Out

The user could not Clock Out when required to enter tips.

POS-33823

Email Receipt

Email receipt was not received for order. A receipt was also not emailed for credit card refund with PayPal.

POS-33834

Drawer Sessions

The user cannot cancel the "Enter starting drawer amount" prompt.

POS-33841

Table Map

The Table Map screen went blank and the app restarted after the user logged in.

POS-33847

Configuration

When attempting to download the Relay Terminal, the process failed on services initialization.

POS-34064

Refunds

The Apply and Cancel buttons were displayed in Order Details if the refunded order was selected from the Order History filters.

POS-34108

Devices

The following message was displayed when the Manual button was selected and then cancelled during a MSR card swipe operation:

"Timeout happened during operation value"

POS-34190

Order Source

Order Source product restrictions were not enforced on combo meal component menu tabs.

POS-34199

Tender

Cash payments were erroneously applied (and removed) after an order was closed.

POS-34428

Performance

(Build 2.8.70) The loading circle continued to spin on the Open Orders screen and did not proceed after selecting either New Order or Resume Order.

POS-34436

EOD

EOD had not completed. The resulting error message was "Problem Preparing Data".

POS-34451

Order Entry

If an order was entered on the Call In terminal and the order was Saved, the order appeared on the Open Orders screen for a few seconds, and then disappeared. This happened with the following destinations: Call In, Eat In, and Carry Out.

The orders were available from Order History after selecting all Order States from the Filters panel.

POS-34454

Order Entry

Discount, payment and refund were applied in wrong sequence.

POS-34455

Refunds

The Refund amount was potentially more than order total during bulk gift card activation.

POS-34681

Clock In/Out

A Clock Out request was not sent and the POS froze.

POS-34792

Discounts

Tendered order with 100% discount retained the payment amount.

The order was tendered to cash, then discounted to $0.00. The original tendered amount remained.

POS-34868

Order Entry

The order item listbox scrolled to the bottom after the user selected the first item on the list.

POS-34959

Order Entry

A white box appeared over the currently selected group of modifier categories.

POS-34962

Performance

Offline mode issue: The app won't load and/or loses connection to readers during network outage.

POS-34967

Order Entry

Order destinations were not listed in the sequence configured in Data Management for a particular terminal scheme.

POS-35063

Tender

When the cashier switched from Cash to another paytype, the Cash paytype could not be selected again without leaving the Tender screen.

POS-35072

Terminal Status

The nomenclature used to identify terminals in the "Online Terminals" section of the "Terminal Status" view has been changed.

The primary terminal is now identified as "Primary". The current terminal is identified as "This Terminal".

POS-35234

Functions Menu

Updated the implementation to check the cloud availability of the specific Functions button selected, and only for those functions that require cloud interaction.