Release Version	2024-10
Release Date	November 2024

Overview

This document provides high-level information about new features and improvements implemented in this release of Volanté Enterprise. In addition, any known problems, and/or bug fixes as well as deprecated functionality are noted herein.

New Features

This section covers newly added features in the build release.

Terminal Group Sharing

The new features in terminal group sharing introduce significant improvements in the communication and synchronization between terminals across different terminal groups, enhancing flexibility in various operational scenarios.

(VENT-9188 - Terminal Group Sharing) A new Group Sharing ID enables terminal groups with the same ID to communicate and broadcast messages, making cross-group communication seamless.
- Linked terminal groups can now share messages and broadcasts across the store, ensuring all relevant terminals receive necessary updates.
- This feature allows for efficient shift reporting and transaction synchronization, especially when terminals are used in multiple groups like indoor and outdoor settings.
(POS-2610 - [POS] Terminal Group Sharing) Terminals in groups sharing a Group Sharing ID communicate with all associated groups, enabling efficient information flow across terminal groups.
- Key broadcasts and reports, such as customer transactions and shift reports, are automatically synced across all linked terminals.
- Sync issues are identified across linked terminals, alerting users when an associated terminal hasn’t updated, improving reliability in reporting and monitoring.
(VENT-14624 - [Kitchen printing] - Allow to select Printers from different terminal groups) This feature expands printer selection, enabling users to choose printers outside of their designated terminal groups for kitchen chit printing.
- The enhanced printer dropdown lists all available terminals and groups, ensuring users can select the most appropriate printers across the network.
- This flexibility supports complex kitchen configurations, ensuring items print to the correct kitchen printer regardless of terminal grouping.

These updates to terminal group sharing offer valuable enhancements for operations requiring terminal communication and cross-group synchronization, providing smoother, more integrated store-level management.

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Kitchen Chit Customization

The new features in kitchen chit customization bring enhanced flexibility and control over the configuration and appearance of kitchen chits, offering significant benefits in customizing print settings to align with operational needs and brand standards.

(VENT-14393 - [Chits] Chits) Users can now modify kitchen chits and print slips using multiple templates in terminal groups for tailored printing options.
- New tabs for Kitchen Chits and Slips provide an intuitive interface for selecting and previewing templates.
- Store and enterprise templates are accessible, allowing centralized or local chit customization.
(VENT-14394 - [Chits] - Template selector) This feature allows users to create, rename, duplicate, and delete kitchen chit templates, providing easy management of chit formats.
- A simple dropdown menu enables quick selection of templates, improving operational efficiency.
- Error notifications help prevent duplicate template names, ensuring template organization and clarity.
(VENT-14395 - [Chits] - Fields available on chit) Users gain full control over chit fields, allowing various options such as item modifications, server name, and transaction notes.
- Each field can be added up to nine times, providing flexibility in chit layout.
- Specific options like table transaction ID and customer name are available for a highly tailored chit output.
(VENT-14396 - [Chits] - Template section) A new drag-and-drop template section enables reordering and customization of fields within a chit template.
- Fields can be easily rearranged, allowing businesses to prioritize critical information.
- Deletion and counter adjustments make template management streamlined.
(VENT-14399 - [Chits] - Customization Option section) A new customization section provides options for text styling, alignment, and font color.
- Overrides for items and additional options make chit formatting specific to each business’s needs.
- Enhanced styling helps with readability and brand consistency.
(VENT-14401 - [Chits] - Default chit) This feature introduces a standardized default chit format with essential fields like server name, table number, and order type.
- Default settings reduce setup time, enabling users to quickly implement basic templates.
- Standard fields like terminal ID and order type provide consistency across all chits.
(VENT-14402 - [Chits] - Hardware management chit template selector) Users can select kitchen chit templates directly from the terminal group, improving ease of use.
- Available templates for both store and enterprise are displayed, allowing for rapid chit selection.
- This integration in hardware management enhances the chit configuration process.
(VENT-14403 - [Chits] - Sync to POS) Selected chit templates are now synchronized with POS, ensuring templates are up-to-date across all terminals.
- Changes to chit templates sync automatically, improving operational consistency.
- Template deletion is supported, ensuring template management remains straightforward.
(POS-4368 - [Chits] - Printing implementation based on template configuration) Kitchen chits are printed according to a predefined template, ensuring a standardized and easy-to-read format.
- Customization options like font size, color, and item grouping help create visually consistent chits.
- Overrides for items and tagged fields allow additional control, enhancing template flexibility.

These kitchen chit customization features provide powerful tools for tailoring chit layouts, enhancing readability, and maintaining brand consistency, ultimately supporting a more efficient and personalized kitchen operation.

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Change POS Screen Orientation

A new feature has been introduced to enhance POS usability by allowing users to easily change the screen orientation, making it adaptable to various operational needs.

(VENT-14205 - 'Change Screen Orientation' Button) This feature introduces a new button within the POS Admin Options panel that enables the user to toggle between landscape and portrait modes.
- The screen orientation flips automatically when switching from Kiosk to POS mode, ensuring the display is optimized for each mode.
- A confirmation modal appears after each change, allowing users to confirm the new orientation or revert within a 15-second countdown.

This new screen orientation feature offers an adaptable interface, ensuring a smoother, more responsive user experience for different setups and usage needs.

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Size Support on POS and Kiosk

The new size support features enhance both POS and Kiosk interfaces, allowing for seamless size selection and configuration for menu items.

(POS-4091 - [Kiosk] - Item sizes detection) Adds functionality for the system to recognize item sizes and options on the Kiosk.
- If an item has sizes, the system displays a size selection prompt for better accuracy in ordering.
- Items without sizes remain unaffected, retaining existing functionality.
(POS-4092 - [Kiosk] - Show Mini Size Prompt) Displays a mini prompt when a sized item is selected on the Kiosk.
- Ensures that items like "Large Coffee" are accurately added to the cart without additional size selection.
- Dismissing the overlay is intuitive, enhancing the user experience.
(POS-4095 - [Kiosk] - editing a Sized Item) Allows users to edit selected items with sizes through a straightforward menu.
- Item size or option can be easily modified, maintaining consistency in the user’s order.
- Offers a clear option to reselect the item size if needed by reordering.
(VENT-14160 - [Menu Management] - Item fields - Size Name and Size available) Introduces fields to configure item size names and availability.
- New fields, "Size Name" and "Size Enabled," are available for customization, allowing clear display names in size selectors.
- The settings are saved and synced across the store, ensuring consistency across devices.
(VENT-14161 - [Menu Field Config] Add 'Size Name' and 'Size Enabled') Adds the "Size Name" and "Size Enabled" fields to Menu Field Config.
- Both fields are shown in the item and option item tabs, giving administrators control over size display settings.
- Enabled by default, these settings can be disabled at the store level when needed.
(VENT-14162 - [Menu Management] - Item sizes table TLC) Provides enhancements to the sizes table at the enterprise and store levels.
- Displays columns like "Size Name" and "Size Enabled," with tooltips for easy understanding of each field.
- Users can navigate to a detailed page for each item, streamlining menu management.
(POS-4110 - [Kiosk] - Option item with sizes (Mini Size Prompt)) Displays a mini prompt for option items with sizes.
- Users can select an option item’s size, ensuring accuracy in customized orders.
- Continues the option flow seamlessly after each selection, optimizing the ordering experience.

These enhancements improve the user interface for size selection, adding flexibility for users and simplifying menu management for administrators.

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Initial Bar Tab Support

The introduction of tab support in the POS system brings a new level of flexibility and convenience for operations.

(VENT-12204 - [BarTab] New POS Service Type) Adds a “Bar Tab Service” option to POS Service Types within the System Setup at both the enterprise and store levels.
- Allows custom configurations, including pre- and post-authorization for credit card transactions and a prompt for a tab name.
- Provides additional options like automatically opening the cash drawer and enabling receipt prompts for easy tab management.
(VENT-12304 - Disable Unimplemented Settings for all service types) Disables settings within the Cashier Quick Service that are currently unimplemented.
- Prevents confusion by hiding options like "Prompt for Sales Type on Start" and "Pop Up Menu Options," creating a cleaner, simpler interface.
- Enhances focus on active settings, making configuration easier for users.

These features improve operational efficiency by tailoring settings and minimizing unnecessary interface elements, streamlining the user experience.

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Scan2Go

The new features for Scan2Go provide enhanced functionality and improve the overall customer and user experience.

(POS-2702 - Merging Transactions on Scanning Receipt for Scan2Go)
This feature allows users to merge transactions by scanning a receipt, even if there is already an active order.

Active and open transactions are seamlessly merged when a receipt is scanned.
A toast message confirms the successful merging of transactions.

(VENT-13914 - POS Service Type: Scan2Go Station)
A new POS service type, Scan2Go Station, is introduced to better support Scan2Go operations.

Users can create and edit Scan2Go service types with configurable transaction and KDS options.
Default head count and transaction expiration settings can be customized.

(VENT-14387 - TPanel] Scan2Go Type & Save Order Button)
This feature creates a "Save Order" button for the POS transaction panel, streamlining order management.

Users can save the current transaction and start a new one with ease.
The button has configurable options, such as auto-printing the receipt.

(POS-3889 - [Kiosk] Restrict Item Removal with Manager Override)
This feature prevents the deletion of items that have already been printed, ensuring proper order management.

A manager override is required to modify or remove printed items.
Error messages guide users through the process if an item cannot be removed.

(POS-4346 - Order Active Status)
New logic tracks the active status of orders across multiple terminals, ensuring smooth transaction handling.

The system flags orders as active and lists the terminals where they are open.
Users can manage and modify orders on different terminals based on permissions.

(VENT-14383 - Scan2Go Permissions)
Scan2Go permissions are introduced for recalling active orders and managing terminal locks.

Users can configure permissions to allow or restrict access to active orders on other terminals.
A manager override option is provided when necessary.

(POS-4356 - Save Order Logic)
The "Save Order" button now saves the transaction as an open order and clears the screen for new orders.

The order is automatically printed to the kitchen and receipt if specified.
Success and failure messages notify users of the order save status.

(VENT-14457 - Display of Scan2Go Service Mode in Hardware Management)
Scan2Go service types are now displayed in the Hardware Management section for better visibility and configuration.

Users can view and edit Scan2Go service modes and their settings.
A drag option allows for easier management of service modes.

(VENT-14496 - Default Template for Scan2Go)
A default template for Scan2Go service modes simplifies the setup process for users.

The template includes mandatory buttons like "Save Order" and options for managing items and orders.
Users can customize the transaction panel for optimal workflow.

These new features enable more efficient and flexible management of Scan2Go operations, enhancing both the functionality for users and the experience for customers.

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Enable / Disable Terminal

The new features related to enabling and disabling POS terminals provide enhanced control and flexibility for terminal management.

(VENT-10091 - Enable/Disable Terminal Functionality)
This feature enables the user to enable or disable terminals through the Ops Console.

A modal confirmation with a text field for the reason ensures accurate terminal status updates.
Disabled terminals will not generate init tokens or be displayed in the Terminal Sync or Terminal Upgrade pages.
Disabled terminals are excluded from the active terminal version limit and Close Day processes.
Upon disabling or enabling a terminal, toast notifications alert the user to the updated terminal status.
Users can sync disabled terminals, and the terminal will upgrade to the current version upon re-enabling.

These enhancements provide greater terminal management flexibility, allowing for seamless control over terminal operations and system efficiency.

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Third Party API / VolantéEats

Introducing the latest third-party integration & Volanté Eats features, designed to streamline operations and improve system efficiency across multiple touchpoints. These updates enable users to conduct more flexible transactions, manage customer interactions more effectively, and integrate new service modes with ease.

(POS-3246 - [API] - Add multiple items to a POS transaction [batch]) Easily add multiple items to a single transaction in one API call.

Allows batch item addition for streamlined order processing.
Reduces the number of API calls, increasing transaction speed.

(POS-3336 - [API] - Get menu with options in one call) Retrieve menu details, including item options, in a single call for quick access.

Simplifies menu access with a one-step API call.
Enhances customer experience by reducing wait time for menu updates.

(POS-3345 - [API] - Post transaction with payment) Supports posting transactions with payment included, saving additional steps.

Enables faster checkout by integrating payment directly in the transaction post.
Supports cash, offline credit, and debit payments for greater flexibility.

(POS-3337 - [API] - Temp transaction call) Allows temporary transactions for validation without saving to the database.

Ensures transactions can be validated without permanent database storage.
Provides tax and balance calculations, returning only available items.

(VENT-12415 - [API] - Add additional information to transactions) Allows more detailed order information to be stored in transactions.

Enables storage of customer details like phone number, destination, and order notes.
Facilitates better tracking and prioritization based on submission time.

(POS-4563 - [API] - Search customer by providing 2 pieces of ID) Allows customer searches by two unique IDs for better security and accuracy.

Matches customers using two IDs, such as email and phone, to improve data integrity.
Reduces errors by providing a clear summary for customer-account combinations.

(VENT-14529 - [Third Party APIs] Creation of Third Party Users) Automatically creates user profiles for third-party API integrations.

Generates a secure, unique secret key for each user to enhance authentication.
Provides seamless user management by auto-creating users at the store level.

(POS-4524 - [Third Party APIs] Process Transaction Scheduler) Enables scheduled tasks for transactions, such as delayed printing.

Allows for deferred printing and charging, ideal for specific scenarios like catering.
Orders are visible on the transaction screen for easy tracking and reporting.

(POS-4525 - [Third Party APIs] Void Flow) Establishes rules for voiding transactions from third-party systems.

Ensures voids are complete (not partial) and restricted to valid payment types.
Prevents voids for closed-day transactions or those created by other users.

(POS-4532 - POS - [Third Party APIs] Payment Type Management) Allows configuration of payment types for consistent reporting across tenants.

Enables validation and recording of generic payment information.
Simplifies transaction management by matching payment data at the API level.

(VENT-14646 - [Third Party APIs] Terminal Group - Cloud Service Mode) Adds Cloud Service Mode to terminal group configurations for third-party orders.

Creates a new “Add Cloud Service Mode” option in service mode settings.
Allows terminal groups to define and use cloud-based configurations.

(POS-4573 - [Third Party APIs] Transaction API to support Delayed Print Times) Introduces a new API parameter to schedule delayed order printing.

Facilitates order processing without immediate printing for flexible workflows.
Includes error handling for delayed prints beyond the current business day.

(POS-4590 - [Third Party APIs] Gateway Authentication) Implements a secure, three-part authentication method for third-party API access.

Enhances security by requiring StoreID, Secret Key, and Gateway Key for access.
Prevents unauthorized access with robust error messages for missing IDs.

(VENT-14684 - [Third Party APIs] POS Service Type: Cloud) Introduces a new service type for online and third-party API orders.

Configures cloud-based POS settings like KDS options and item total validation.
Supports Enterprise and Store Level usage, improving system flexibility.

(POS-4743 - [API] Make void reason optional for trans type cloud) Makes void reason an optional field, increasing flexibility in cloud transactions.

Provides flexibility for third-party transactions with simplified voiding.
Aligns void functionality with cloud transaction requirements.

With these updates, third-party integrations are more robust, secure, and adaptable, making it easier for users to leverage the full functionality of the POS system while delivering a better customer experience.

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Kiosk Light Indicator

The recent integration of light indicators on kiosks provides significant benefits, enhancing both the customer experience and operational efficiency by offering clear visual cues for kiosk status.

(POS-4447 - Kiosk Light Indicator Integration)
Indicates kiosk availability and status to guide customers and notify operators of issues.

Green, Blue, Red, Yellow, and Blinking Red light codes communicate various kiosk states, ensuring users understand availability and help status.
Simplifies operator management by displaying kiosk issues or when users need assistance.

(VENT-14763 - [Terminal] Light Indicator)
Allows terminals to add a configurable light indicator peripheral.

Supports easy peripheral setup through the Connected Peripherals tab, enabling streamlined integration with terminal operations.
Compatible with the ONLION model, offering connection options for seamless hardware management.

(POS-4698 - [Kiosk] ONLION Light Indicator)
Integrates ONLION light indicators with ELO and Audrey kiosks for status signaling.

Provides visual guidance with green, blue, red, and yellow indicators based on kiosk usage status, enhancing customer experience.
Default "off" state for unconfigured light indicators ensures system stability and clarity in error-free setups.

Incorporating these light indicators across kiosk systems enhances customer service, improves kiosk uptime, and allows operators to monitor usage more effectively.

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Volante Giftcards Automation

The addition of automation for Volanté gift card management streamlines operations, allowing for a smoother upgrade process and simplified gift card handling.

(VENT-14969 - Add Automation for Gift Card)
Enables automation for importing and managing Volanté gift cards during system upgrades.

Automation module now supports Volanté gift card operations, providing functionality to import, export, and reset gift card data.
Enhanced account group mapping ensures seamless integration with the Volanté Customer DB when transitioning from V7 to VE.

This feature makes managing Volanté gift cards easier and more efficient, improving data accuracy and reducing manual work for smoother upgrades.

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Refund on OMD

The new refund features on OMD introduce a more flexible and user-friendly process for handling refunds, improving transaction efficiency and customer service.

(POS-2107 - Refund on OMD | Change Price)
Allows POS users to adjust item prices in Refund Mode.

Users can reduce price by dollar or percentage or set a fixed price.
Price changes are clearly indicated in red, and errors prompt a message to prevent exceeding original item prices.

(POS-2104 - Refund on OMD | Refund Mode Transaction)
Enables standard transaction management in Refund Mode, with reversed pricing.

All items and discounts display as negatives, flagging transactions as refunds.
Saves or closes in Refund Mode apply reversals across totals, balances, and payments.

(POS-2103 - Refund on OMD | Refund Mode)
Provides a Refund Mode for refunds without an original transaction ID.

OMD top bar indicates "Refund Mode" in red, and transactions are flagged as refunds.
Users can toggle between Standard and Refund modes but only in idle mode to avoid transaction interruptions.

(POS-2117 - Refund on OMD | Do not Print Chit)
Prevents Kitchen Chit printing for refund transactions.

Ensures refund transactions do not generate unnecessary kitchen paperwork.

These updates significantly streamline refund processes, making them more controlled, efficient, and responsive to customer needs.

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Refund on RefundMode

The new features for RefundMode enhance the efficiency and flexibility of refund processes, allowing smoother handling of various payment methods.

(POS-3125 - [RefundMode] Cash and Exact Cash Flow)
Enables refund operations using cash or exact cash in Refund Mode.

Items and total display as negative values, indicating refunds.
Refund amount displays as "Refund Amt," with the balance reaching zero after cash or exact cash payment.

(POS-3126 - [RefundMode] Credit Card & Debit Card Flow)
Supports refunds to credit or debit cards in Refund Mode.

Refund amount processes back to the customer’s card upon tapping the card reader.
Transaction cannot close until the refund is initiated and approved.

(POS-3127 - [RefundMode] On Account & Load Account Flow)
Allows refunding directly to a customer account or gift card in Refund Mode.

Refund amount prompts for manual entry and loads back to the assigned account if refunding is enabled.
Shows refunded amount in negative, balancing the transaction without considering max account limits.

These features enhance RefundMode by offering tailored workflows for different payment types, ensuring accurate refunds and streamlining user experience.

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Refund Permissions & Transaction Panel (TPanel)

The new features for refund permissions and transaction panel updates enhance user control and streamline refund processes, offering tailored access and efficiency for managing refunds.

(VENT-10073 - [Permission] Refund Items)
Adds permissions for refund-related tasks, allowing or denying roles the ability to change prices in refund transactions.

Managers can set "Allowed" or "Denied" status for specific refund-related permissions.
Default permissions provide full access to admin roles, with all other roles initially denied.

(POS-2108 - [Permission] Refund transactions)
Controls user access to Refund Mode based on role permissions.

Users must have appropriate permissions under "Roles & Permissions" to access Refund Mode.
A Manager Override prompt appears if the user lacks permissions for refunds.

(POS-2109 - [Permission] Change Price)
Requires specific permissions to change prices in refund or standard POS modes.

Permissions check occurs in the "Transactions" tab under "Roles & Permissions."
A Manager Override prompt appears if the user does not have the necessary permissions.

(VENT-10203 - [TPanel] Change Price)
Adds a new Change Price button to the Transaction Panel for ease of access.

Button can be added to the Transaction Panel or Item Options.
Can be saved and used within POS Mode for fast price adjustments.

(VENT-10075 - [TPanel] Refund Mode)
Introduces a Refund Mode button to the Transaction Panel.

Refund Mode button can be added to the Transaction Panel for quick access to refunds.
Saved button configurations simplify POS Mode use for users with refund permissions.

These features provide structured access, enhancing control over refund operations while offering more flexibility and functionality in the transaction panel.

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Refund Transaction & Payments

The introduction of new features for refund transactions and payments provides enhanced functionality and control for managing refunds efficiently within the POS system.

(POS-1836 - Refund Transaction - View Shift Transactions)
Displays a confirmation popup with refund options when selecting a transaction to refund.

Provides error messages if the refund fails, such as due to non-cash payments or the terminal being offline.
Creates a new refund transaction linked to the original, printing a receipt marked "REFUND" at the top.

(POS-2112 - Refund | Cash Payment)
Automatically opens the cash drawer when applying a cash refund.

Allows seamless access to cash, making the refund process more efficient.
Reduces time spent manually opening the drawer.

(POS-2113 - Refund | Credit Card/Debit Card Payment)
Handles credit and debit card refunds by sending money directly back to the customer's card.

Provides an option for the user to add a refunded tip if the refund amount exceeds the original.
Ensures accurate refunds with easy handling of additional tips.

(POS-2115 - Refund | Print Receipt)
Enhances receipt clarity by printing "*** REFUND ***" at the top of refund transaction receipts.

Distinguishes refund receipts from sales receipts for clear record-keeping.
Improves customer and internal transparency on refund transactions.

(POS-3101 - Refund Transactions)
Updates transaction details for load account refunds and ensures accurate transaction status displays.

Reflects the refund time accurately in transaction details.
Shows refunded transactions in "All Sales" and "Your Sales" views, even if overridden by a manager.

These features streamline the refund process, improve transaction tracking, and enhance transparency, providing a more efficient experience for users and customers.

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Refund General

The new features for general refund functionalities offer advanced filtering, tracking, and visibility options within the POS system to enhance transaction management and ease of use.

(POS-2118 - View Shift Transactions | Add Refund Trans to Transactions Filter)
Adds a new "Refund Only" filter option in the View Shift Transactions dropdown.

Displays only refund transactions when selected, simplifying refund tracking.
Integrates refunds in "All Transactions" and "Closed Transactions" views for a comprehensive list.

(VENT-11758 - [VENT] Transaction Link Reasons)
Supports linked transaction reports with pre-created link reasons in the Ops Console.

Enables adding and editing link reasons for accurate transaction documentation.
Displays enterprise-level link reasons at the store level, providing standardization across locations.

(VENT-14424 - Link Transaction Button for Transaction Panel)
Introduces a "Link Transactions" button in the Transaction Panel for linking transactions.

Customizable button with options for display name, color, and font size.
Available across all service types, enhancing consistency and linking capabilities.

(POS-4392 - Implementation of Link Transaction Button on POS)
Implements the "Link Transactions" button on POS, allowing linking and unlinking of transactions.

Enables linking transactions by entering or scanning transaction IDs, making record-keeping efficient.
Provides error messaging if transactions are already linked or terminals are offline.

(POS-4472 - Display Linked Transaction inside Audit details of receipt at View Shift Transactions)
Displays linked transactions in the audit details in View Shift Transactions for greater transparency.

Shows linked transaction reasons beside each transaction, supporting detailed auditing.
Automatically links refund transactions to their original transaction, simplifying tracking.

(POS-4486 - Color Indicator for different types of transactions inside View Shift Transactions)
Adds color-coded indicators for different transaction types in View Shift Transactions.

Uses distinct colors to differentiate closed, open, abandoned, and refund transactions for quick visual identification.
Simplifies navigation and improves workflow by clearly marking transaction statuses.

These enhancements streamline refund management, improve transaction traceability, and foster a more user-friendly experience across the POS platform.

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Divisional Level Permissions

The latest updates bring enhanced functionalities specifically for divisional-level users, allowing greater flexibility and control over settings within multiple stores without impacting the entire enterprise system.

(VENT-14427 - Divisional Overview)
Provides divisional users with the ability to create and manage setups like Schedules, Users, and Discounts shared across multiple stores.

Allows divisional users to apply consistent configurations across stores they manage.
Ensures divisional changes remain store-specific, not affecting enterprise-wide settings.

(VENT-14500 - Division Role Class Permissions)
Enables divisional role permissions, allowing role configurations at the enterprise level with "Head Office" classification.

Provides a clear division of permissions by renaming "Enterprise" to "Head Office."
Simplifies role management by removing unnecessary columns and focusing on divisional needs.

(VENT-14524 - Divisional Level - Service Types)
Creates a service type management system for divisional users to assign store-specific access without impacting enterprise services.

Divisional users can set up service types for assigned stores only, enhancing control at a regional level.
Enterprise services remain visible across all stores, while divisional service types stay restricted.

(VENT-14514 - Divisional User Login - View)
Defines a custom module view for divisional users when they log in at the enterprise level.

Divisional users can access modules such as Discounts, Pricing Management, and Customer Management as assigned.
Streamlines their dashboard to show only modules relevant to divisional tasks, reducing clutter.

These divisional features promote localized control, allowing divisional users to make necessary adjustments across multiple stores while maintaining clear boundaries from enterprise-level configurations.

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Schedules at Store Level

The latest updates introduce several new features for schedule management at the store level, designed to streamline scheduling and ensure seamless integration across stores and the enterprise.

(VENT-11908 - Schedules Setup At Store Level)
Adds a Schedules Page to the Store Level System Setup, mirroring the Enterprise setup for schedule creation and editing.

Enables individual stores to create and manage their schedules while displaying assigned enterprise schedules.
Locks enterprise schedules from store-level edits to maintain centralized control.

(VENT-14507 - [Schedules] - Handle Different Users/Store Removal/Deletion)
Introduces the ability to assign schedules to specific sections and stores, with options for global visibility.

Ensures schedules are accessible to all relevant stores, automatically updating when new stores are added.
Allows divisional and enterprise users to manage schedules without impacting other sections or stores.

(VENT-14868 - [Schedules & ServiceTypes] Always Enable the Schedules & Service Types and Disable the action)
Enables all schedules and service types by default, disabling any action that could unintentionally disable these essential features.

Ensures continuity by keeping all schedules and service types active at all times.
Prevents accidental disabling, preserving availability across store operations.

(VENT-14874 - [Limit/Automation Schedule] Limit/Automation Schedule should always have Global/Access to All Store Enabled and Greyed Out)
Mandates global access for automation and limit schedules, locking this option to avoid changes.

Provides consistent access to automation schedules across all stores.
Enhances reliability by preventing changes to essential automation settings.

(VENT-14870 - [Menu at Enterprise] When it's pushed to store and contains schedule -> Ask the user to add stores to schedule if not there)
When menus with schedules are pushed to new stores, prompts the user to assign those schedules to ensure compatibility.

Allows users to assign schedules to stores as needed, reducing errors when menus are updated.
Enhances user experience by notifying them of required schedule assignments in real time.

These features significantly improve schedule management at the store level, ensuring smooth operations while offering centralized control and flexibility across multiple locations.

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Assign Stores & Section

The recent updates bring valuable improvements to store and section assignment, simplifying discount management and enhancing user access control across stores.

(VENT-14345 - Discounts Push to Store - Site Selector to auto select new stores for selected discounts)
Modifies the Push to Store selector to automatically push discounts to newly added stores.

Automatically assigns discounts to new stores added to a site, streamlining the setup process.
Introduces an "Assigned Sections & Stores" modal, allowing users to customize discount visibility for each store and section.

(VENT-14499 - Enterprise Users to Have Access to All the Stores/Section Always)
Ensures that Enterprise users maintain access to all stores and sections by default, differentiating them from divisional users.

Sets "Access to all stores" as the default for Enterprise users, while divisional users can only access specific stores or sections.
Makes section and store assignments mandatory for user classes, enhancing control and preventing unauthorized access.

These enhancements simplify the process of assigning discounts and ensure consistent access control, ultimately improving operational efficiency and security at all levels.

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POS Users & Other Users

The latest updates introduce important features that improve user access control and management flexibility for POS and other user roles at different organizational levels.

(VENT-14411 - POS User - Access to Stores and Section And Deletion when Section is assigned to it)
Enhances deletion and removal capabilities for POS users across enterprise, divisional, and store levels.

Divisional users are prompted to confirm deletion if removing all assigned stores/sections, preventing unintended enterprise-level changes.
Enterprise users have options to reassign or delete POS users based on access needs.

(VENT-14828 - POS User Changes for Store Level)
Allows store-level users to manage POS users across multiple stores even when access is limited.

Enables editing of POS user credentials at the store level without impacting multi-store assignments.
Adds validation for login and card number fields, ensuring no duplication across stores.

(POS-4702 - [POS Implementation] POS User Changes for Store Level)
Implements similar multi-store management for POS users directly within the POS system.

Allows store-level modifications to POS users across assigned stores with permissions to prevent unauthorized access.
Adds toggles for active/inactive status based on access level, promoting control at the store level.

(VENT-14902 - [Other User] QA Only - Other User Changes for Assigned Sections and Stores)
Extends store and section assignment features to "Other Users" with similar deletion and management capabilities.

Divisional users can confirm deletion when removing all stores/sections for Other Users, keeping roles manageable.
Enterprise users can select whether to delete or convert users to enterprise status based on the assigned sections/stores.

(VENT-14522 - Missing Permissions Implementation)
Introduces a dedicated permission structure for POS and Other Users, enhancing access visibility within User Management.

Enterprise role classes gain permissions for POS and Other Users, customizable for view, edit, or creation capabilities.
Ensures that default roles, like Admin, maintain these permissions for consistent role-based access.

These features streamline the management of user roles and permissions, ensuring efficient control and improved access protocols across POS and enterprise environments.

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General - New Features / Enhancements

The latest updates introduce valuable enhancements to improve functionality and user experience across multiple areas.

(VENT-11897 - Menu Import/Export)
Enhanced handling of menu sizes ensures seamless data management.

Exported menus include detailed size attributes, such as Size Name, Size Display Name, and Size Position.
Imported items automatically process size-related data accurately, reducing errors and improving efficiency.

(POS-4446 - Size Select at the POS Quick Menu)
A size selection overlay is now available for items with sizes in the Quick Menu.

Enables intuitive size selection with a display of size-specific pricing.
Ensures non-selected sizes do not enter the transaction, preserving accuracy.

(VENT-14459 - Combo Pushing Improvements)
Streamlined combo syncing simplifies the push process to stores.

Combos can now be downloaded selectively to relevant stores without manual input.
Automatic handling of duplicate combos prevents redundancy across stores.

(VENT-14673 - MenuPermission: Download Permission for Stores)
New “Download” permission enhances role-based access management.

Restricts specific users to download-only capabilities for menu items.
Maintains existing functionality for users with item creation rights.

(VENT-14787 - Quick Search Exact for Barcode/Scan Code)
Advanced search functionality improves barcode and scan code accuracy.

Exact searches use the “=” prefix for precise results.
Existing “like” search options remain available for broader queries.

These updates ensure that users benefit from streamlined workflows, better control, and a more intuitive interface.

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Enhancements

This section lists pre-existing features that have been improved upon in this release.

Reorder account type priority

Enhancements to account type priority reordering streamline the process and improve control for users across POS and management interfaces.

(VENT-12130 - Reorder Account Type In Terminal Group) Adds a new “Reorder Account Types” section in Terminal Groups under Customer Options.
- Allows users to set custom account priorities for specific terminal groups, improving transaction flow and customization.
- Offers intuitive controls, including an "Override Account Priority" modal for easy reordering and the option to delete accounts as needed.
(POS-3018 - [POS] Reorder Account Types) Updates the POS to respect terminal-specific account priorities.
- Enables automatic or manual charges based on the terminal’s configured account priority, ensuring smoother charge workflows.
- For manual charges, shows only the relevant accounts, minimizing user error and streamlining transactions.
(VENT-12329 - Re-Design Account Priority Modal) Redesigns the Account Priority modal in Customer Management.
- Features a cleaner, user-friendly layout with priority numbers and alternate account flags for enhanced usability.
- Improves priority visibility, making adjustments faster and more intuitive.

These updates simplify the management of account types across terminals, resulting in a more efficient experience for users in both setup and transaction processes.

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Kiosk Image Support

Enhancements to kiosk image support bring greater flexibility and control to menu management, improving both customization and usability.

(VENT-14312 - POS Item Image inside Menu Management) Adds POS and Kiosk image fields to item and option items within Menu Management.
- Includes image upload and scaling options, allowing for consistent visuals across devices.
- Provides image previews based on scaling choice, ensuring accurate representation for both POS and kiosk tabs.
(VENT-14308 - Export Menu Item Image) Adds Kiosk and POS Image fields to the CSV export in Menu Management.
- Exports images as system image IDs, enabling streamlined data handling.
- Enhances reporting and data transfer capabilities by including these fields in exports.
(VENT-13575 - Menu Field Config for Item/Option Item Image) Introduces permission-based controls for editing images in Menu Field Config.
- Allows administrators to enable or restrict image editing on items and option items, improving oversight.
- Ensures only authorized users can add, modify, or delete images, enhancing menu integrity.

These updates offer improved control over item visuals and data management, making kiosk and POS menu experiences more efficient and customizable.

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Kiosk Keyboard Redesign

Enhancements to the kiosk's onscreen keyboard design improve user experience by ensuring all necessary symbols are easily accessible.

(POS-4371 - Re-design Keyboard for Kiosk to include necessary symbols) Introduces a comprehensive redesign of the kiosk keyboard to incorporate all essential symbols.
- Improves functionality by adding symbols previously missing, which supports a broader range of inputs.
- Follows a structured design prototype, ensuring a consistent and user-friendly layout.

This redesign makes data entry on kiosks more intuitive and efficient, supporting diverse user needs.

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Kiosk Improvements

The recent general enhancements to the kiosk system provide several benefits that improve functionality and customer experience.

(POS-4759 - [Kiosk] Printing Logic Change)
This update ensures that the kiosk only prints after payment is complete, rather than during the transaction process.

Kiosk will not print until payment is finalized.
Print requests are delayed until the "Thank You" screen appears.

(VENT-13160 - [Kiosk] Customer Config - Allow Multiple Accounts for Payment)
This enhancement introduces partial payment options for customer accounts at the kiosk.

Users can now select from multiple customer accounts to pay for a transaction.
Partial payments can be made if there is insufficient balance, improving flexibility.

(VENT-14668 - [OptionSet] Auto Prompt Should Be ON by Default)
The auto-prompt feature for option sets is now enabled by default, streamlining the ordering process.

Reduces the need for manual configuration during item selection.
Ensures a smoother, more consistent user experience.

(POS-4575 - [Kiosk] - Partial Payment for Customer Accounts)
This feature enhances the ability to make partial payments by displaying balances and allowing multiple payment methods.

Users can now split payments across multiple accounts.
Insufficient balance prompts allow users to complete the transaction using alternate payment methods.

(POS-4730 - [PrinterErrors] Handling of Different Printer Errors for Kiosk)
A major update that improves handling of printer errors, preventing disruptions to service.

The kiosk provides detailed error messages when printers fail.
Enables staff to address issues efficiently, reducing downtime.

(POS-3400 - [Kiosk] Display and Remove Discounts)
This update allows better management of discounts, including scanning and removing them during checkout.

Discounts can now be applied at multiple stages of the transaction.
Users can easily remove discounts with a simple click, enhancing transaction flexibility.

Together, these enhancements improve the kiosk's usability, flexibility, and reliability, ensuring a smoother transaction experience for both customers and staff.

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Kiosk Combo Enhancements

The kiosk's combo ordering functionality has received several valuable enhancements, offering more flexibility and ease of use for customers.

(VENT-14607 - [ComboSet] Add a Checkbox "Prompt for Combo" When Comboset is Linked to a Combo)
This feature allows for the option to prompt customers to turn a selected item into a combo.

A new checkbox enables the prompt for combo when checked.
It simplifies the combo set process by ensuring automatic selection of the first combo item if only one is available.

(POS-4601 - [KioskCombo] Edit a Combo from the Mini Cart)
Editing combos now prevents the main item in the first combo set from being changed, improving the order flow.

Ensures that customers cannot alter the primary combo item once selected.
Streamlines the editing process by focusing on additional options rather than the main item.

(VENT-14757 - [KioskCombo] Prompt for Combo Checkbox Should Only Be Available for First Combo Set)
This enhancement ensures the prompt for combo feature only applies to the first combo set, improving menu organization.

Adds an “Auto prompt for combo” checkbox for better configuration.
Clarifies that the primary combo set must be listed first for proper functionality.

(POS-4663 - [KioskCombo] Prompt for Make It a Combo for Item with Options and Without Options)
This update refines the process for selecting a combo by ensuring that option items are selected first.

When items have options, the options screen appears first before prompting for the combo.
Allows users to navigate between combo sets without changing the first combo item.

(POS-4587 - [KioskCombo] Selecting the Combo Button)
Now, when the combo button is pressed, the system automatically handles the selection of combo items, improving the speed of ordering.

If the first combo set has one item, it is automatically selected.
Simplifies the user experience by auto-selecting defaults when applicable.

(POS-4494 - [KioskCombo] Prompt for Make It a Combo)
This feature enhances the customer experience by prompting users to make a combo when adding an item.

Displays a modal with combo options, making it easy to add a combo.
Automatically cancels the modal after a set time or if the user clicks outside, ensuring smooth interaction.

These enhancements significantly improve the kiosk’s combo ordering flow, offering a more intuitive, flexible, and faster experience for users.

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Customer Database (CDB) Search

The customer database search functionality has been enhanced to offer more efficient ways to locate customer information.

(VENT-14801 - [CDB Search] When Searching in the Backoffice, Add CustomerCode and CardCode)
This update enables searching by customerCode and customerCardCode in addition to the traditional name search.

Users can now search by customer code or card swipe number for more precise results.
The new dropdown allows users to choose between the default search and the code-based search for greater flexibility.

These improvements streamline the search process, particularly for payroll and other administrative tasks, making it quicker and easier to access customer data.

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Coupon Import

The recent enhancements to the coupon import feature provide more streamlined and efficient management of barcodes for coupons and vouchers.

(VENT-14822 - [Coupons/Vouchers] Importing Barcodes Logic)
This update allows for the bulk import of barcodes, which is essential for migrating existing data and handling future imports.

The import functionality includes file validation to ensure only valid .csv files are uploaded, with checks for file type, column count, and character support.
The system also verifies barcode uniqueness at the store level and provides feedback via email on any failed barcodes.

These improvements simplify the process of barcode management, ensuring data integrity and offering better error handling, which ultimately saves time and reduces manual entry errors.

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Customer Database (CDB) & Account Management System (AMS)

The enhancements to the Customer Database (CDB) and Account Management System (AMS) will significantly improve account management and customer experience.

(VENT-14867 - [AMS] Restrict Auto-Refund when Disable Auto-Refund on AMS is off for that Account)
This feature ensures that payroll deduct accounts with "Disable Auto-Refund" checked do not initiate an auto-refund when suspended.

A new checkbox allows the "Disable Auto-Refund" option to be set for accounts.
If the checkbox is checked, auto-refunds will be prevented even if the account is suspended.

(VENT-14844 - [AMS][Front End] Show Updated points balance and purchase notification)
This enhancement improves the user interface by ensuring that the points balance is updated after a purchase and that the success message stays visible for 10 seconds.

The success/failure message duration is extended, allowing customers to see the notification more clearly.
The font size of the message is increased for better visibility.

(VENT-14800 - [CDB AMS] Storing AMS info on Cust DB ie. cc)
This story allows for storing credit card registration information and tracking AMS opt-in/opt-out times for customers.

A new tag displays the number of registered credit cards linked to a customer’s AMS account.
An additional tag shows the date and time when the customer last modified their AMS opt-in/opt-out status.

(VENT-13367 - [AMS] Display of Suspended/Expired Account on AMS with a tag)
This update enables the display of suspended and expired accounts with appropriate tags in the AMS interface.

Suspended and expired accounts are clearly labeled with “Suspended” or “Expired” tags.
A checkbox in the back office allows for easy toggling of suspended account visibility.

These improvements enhance the AMS and CDB functionalities, providing better control, visibility, and management for both administrators and users.

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Bug Fixes

This section lists bugs that have been fixed in this release.

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Known Issues

This section lists known issues within this release which we are working to resolve.

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Deprecations

This section lists features or functionality that are no longer available for this product as of this release.No deprecations were noted in this build.

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