Release Notes - 7.1.411 - 1760_0000

Important Highlights from this Release

1. Compact, Text-Only Tiles – On Kiosks, Menu Item tiles can be configured to be displayed in smaller sizes to take up less space on the kiosk display.  Tiles appearing in this this format are referred to as Compact Tiles.

2. Automatically Refund Closed AMS Accounts – AMS Accounts with funds still remaining will now be automatically refunded back to credit cards of suspended, expired or deactivated customers accounts
3. Meal Plan Button on Kiosk – Customer Accounts eligible for Meal Plans are now allowed to select Meal Plans on Kiosks.  This follows a workflow similar to On Account payments on Kiosk. 
4. Menu Item List by Price Level and Size Reports – Generates reports based on the profit center filter and/or terminal selected. 

Additional items:

• Volante is now re-certified with DataCandy Loyalty and Rewards in 1760.  
• Ending Balance Reports are now available for Gift Cards and On Account transactions.  This also applies to users with AMS accounts.
  • These reports can be found under Reports > Customized > CDL > Reports
    • Accounts Receivable Ending Balance Detailed Reports 
    • Accounts Receivable Ending Balance Summary Reports

New Features

• VOL-7754 CLOSED Kiosk – Compact Text Only Tiles + Backgrounds
  On Kiosks, Menu Item tiles can be configured to be displayed in smaller sizes to take up less space on the kiosk display.  Tiles appearing in this this format are referred to as compact tiles.  

  • Menu Item and Option Item tiles can be displayed in compact form, however Category tiles cannot.

  • Background images and colors can now also be added from the right-pane for Menu Category and Menu Item selection screens.

  • Documentation: Next Gen Kiosk - Compact Tiles

    
    

• VOL-7707 CLOSED Auto Refund closed AMS accounts
  Customers that have been suspended or removed from the system may still have a positive on their AMS accounts that require refunds back to the site.
  • To be eligible for Auto-Refund, the customer account must meet the following criteria: 
    • Account is eligible for AMS usage
    • Account is capable of loading funds.
      • Autoload is not necessary for this functionality.
    • Account must have a status of Closed, Suspended, or Expired
    • Account has a balance remaining over $0
    • Account has a saved credit card to refund funds to
  • If any accounts meet this criteria, the AMS will refund the account and zero out the balance
  • Following the refund, an automated email notification will inform the customer that their account has been refunded the appropriate amount.  
    • New notification template and settings for refunds can be configured in the BackOffice, under the Email Notifications module.
  • Documentation: Volante AMS - Auto-Refund Closed and Suspended Accounts - Configuration
    
    

• VOL-7518 CLOSED Meal plan button on the kiosk
  Meal Plan buttons are now available on the kiosk for customers who are signed-in with appropriately configured Customer accounts.
  • This button makes use of Bill Price modifiers that can be configured with any specified percentage discount.  
  • This button will appear alongside other Payment Options towards the end of a transaction payment workflow.
• Configuration and Usage:
  
  • In customer DB, create a meal plan, and fill in the max per day value for as many meals as needed by the site.
  • In the "Other" tab, check off "Apply Discount", and select the price mod that was created.  Associate the meal plan with a customer type, and attach that Customer Type to a customer under Customer Info. 
  • On the Kiosk, sign-in with that customer. 
  • Look for the Meal Plan to be shown in the Customer Center.  Order items and pay with the meal plan. 
  • Check that the price mod is applied either in the cart or on the printed bill. 
  • Making a payment with a meal plan that is less than 100% of the bill should let you pick a payment option for the remaining balance. 
    
    
  
  
• VOL-7370 CLOSED Menu Item List by Price Level /Size
  Re-implemented the "Menu Item List by Price Level / Size" report.
  • This report was previously available on 1715, and was reported unavailable in 1755.
    • Primarily used by Mayo Clinic.
  • This report is generated based on the profit center filter and/or terminal selected. 
  • This report consists of the following columns: PLU, Price Level (Name), Menu Item (Name), menuItemId, BasePrice (Global Price), UpdatedPrice
    
    

• VOL-7708 CLOSED Kiosk menu item redesign with Calories and Description

  • Users can add information on calories and text descriptions for menu items on the Kiosk.

  • The following new fields are available in Build 1760.

    • Calories
    • Description
    • Alt Description

  • It is possible to expand the text box for Menu Items to display the description by pressing an "i" icon on the Menu Item tile.

  • Both types of text are displayed under the Menu Item image, and configured via the BackOffice.

  • Documentation: Kiosk Menu Items - Text Descriptions and Calorie Counts (1760)
    
    
    
    
• VOL-7682 CLOSED AMS Ending Balance Detailed Report
  • Two new reports are available for sites using AMS:

    • Account Receivable Ending Balance Detailed Report – Shows each account's starting balance, total load per account, total usage per profit center per account, and ending balance.

    • Account Receivable Ending Balance Summary Report – Shows each account's starting balance, total load of all accounts, total usage per profit center, total ending balance of all accounts.

  • Reports can be sorted by their Profit Centres.  

  • These reports will display metrics based on Profit Centers.

  • To ensure that the reports are displayed properly, users will need to add constraints.
    Under Additional Options > Data Customization tab > Add Constraints > Add "Profit Center Name" constraint.  
    In this field, write the profit center's name using the following format:

    |<profitcentername>|

    
    

• VOL-7679 CLOSED Copy Gift Card Report for AMS Accounts

  • Gift Card Usage Reports are now available for AMS Accounts.  The following reports can be generated:

    • Gift Card Sales Only Transaction Details Report

    • Gift Card Transaction Details Report

    
    

• VOL-7651 CLOSED Rounding up for Charity on the kiosk
  • Ported over functionality to Round Up Transactions to donate to Charity on the Kiosk.

  • If rounding up for charity is enabled, upon payment on the kiosk the user is prompted if they want to "round up for charity". 

  • The amount is then rounded up to the nearest dollar, this should be reflected on the receipt and in the reports.

  • Documentation: Release Notes - 7.1.411 - 1760_0000

• VOL-7616 CLOSED Port SAF transaction management functionality onto kiosk admin panel
  • Two new notifications for Store and Forward (SAF) are now available on Kiosks:
    • A notification bubble on the lock screen
    • A nottification panel on the admin panel 
  • These occur when SAF transactions are present on the system.  Resolving SAF transactions must still be accomplished in POS mode's SAF module.
    
    
    
• VOL-7610 CLOSED Add a Cap value for amounts loaded through the AMS

  • Users can now specify a maximum cap for amounts loaded through the AMS on the BackOffice.

  • This is available under Customer Database > General > Other > Maximum balance limit at AMS

  • On the Load Account screen and the Autoload amount pane, a message will inform users of the maximum load.  

  • Volante will disallow Load or Autoload amounts that exceed this cap and indicate a generic error.

    

Improvements

• VOL-7747 CLOSED Load OptionDialog into memory on POS initialization
  • Improved POS Options Screen loading times.
  • Loading the Option Dialog into memory is now done during POS initialization.  
    
    
• VOL-7736 CLOSED Kiosk Checkout - group cart items
  • Kiosks now display multiples of the same item added to a cart under one row with the quantity field increased.
    
    
• VOL-7730 CLOSED Add quantity to kiosk checkout screen
  • Added Add/Subtract (+ and -) Quantity buttons to the kiosk shopping cart (checkout) screen. 
    
    
• VOL-7636 CLOSED Kiosk: Logging in a DataCandy Loyalty Customer resets their CDB Customer Type to Default

  • Added the ability to reassign a customer type to a type other than the default, and maintain this change.

    • Previously, when attempting to scan a DataCandy card on the Kiosk, an account would be created in the CDB.  

    • However, when attempting update the Customer Database Account Type to one other than the Default Type, syncing and logging in again would result in the Customer Type to revert to the Default Type.

  • After manual changes are made in the BO, it is also possible to assign a customer type to DataCandy Loyalty customers in general, using a flag under Hardware Configuration. 

  • This flag can be set by entering "CustomerType:<CustTypeValue>" into the Merchant Number field, under Terminal Setup > Credit Card > iGift Card 
    
    

• VOL-7612 CLOSED Table Service - Too many server connections and wrong TableTransKeyPair
  • Resolved issues where terminal-server connections occurring at the same time would result in slow performance. 
    
    • Previously, when using Table Service, whenever it was necessary to obtain open table transaction information from other terminals, Volanté would attempt to connect to each terminal DB directly.  
    • In case of connection failure, we attempt a server connection (for each failed terminal connection).

    • Too many servers attempting to connect at the same time would consume too many resources, leading to slow Table Service usage.

• VOL-7575 CLOSED Log any Error/Exception missed to catch

  • Made code changes to log all errors and exceptions thrown, but not caught.

• VOL-7567 CLOSED Volante Logo needs to be changed on POS & not overlap with terminal information
  • Made adjustments to Volanté Logo files so that it no longer overlaps with terminal information on the POS Main Screen.
    
    
• VOL-7564 CLOSED Kiosk: Admin Options Timeout Screen
  • When enough time has elapsed on the kiosk, the Timeout screen will now indicate to the user to tap the screen to proceed.
    
    
• VOL-7563 CLOSED Kiosk: Admin Options - Cancel vs Exit
  • Updated the Cancel button to now say Exit.
    
    
• VOL-7562 CLOSED Kiosk: Admin Options Button - Arrow Icon is not accurate.
  • Removed arrow icons on Admin Options buttons for improved clarity, as they did not actually indicate any horizontal navigation.
    
    
• VOL-7477 CLOSED Meal Plan Setup Change
  • Added a checkbox labelled 'Allow Mean Plan only during the periods below.'  When this is checked, the meal plan should only be usable during time intervals specified, and not outside of these periods.
    

    • Example: A meal plan should be usable as normal from Jan 15 to Mar 27, and all other times it should have an effective max of allowed transactions of "0".
      
      

• VOL-6933 CLOSED Support charging to multiple accounts in Kiosk
  • Kiosks now support the ability to charge to multiple accounts at once (e.g. On Account charges to Cust Type 1, and a secondary payment account).
    • Previously it would result in errors when processing payments, particularly when attempting to pay remaining balances using On Account.
    • i.e.  Meal plan account and if insufficient funds then roll over to payroll account.
      
      
• VOL-6923 CLOSED Menu Setup - Refresh should prompt for unsaved changes
  • A new feature has been added to Menu Setup where the user will be prompted to save changes, if he/she clicks Refresh with unsaved changes.
    
    
• VOL-6762 CLOSED Kiosk Config - Clean Up
  • An improvement has been made to the behaviour of the Exit button. The user will now be prompted to save before exiting if unsaved changes have been detected.
    
    
• VOL-5817 CLOSED Kiosk - Single or One-time use of coupons/voucher barcode
  • Coupons and vouchers can now be configured for limited use (including "single use"), and hence cannot be used indefinitely.
  • This is configured under General Setup > Discount Setup by checking off "Enable limited use" from Basic Settings.
  • If there are a limited number of uses, enter the value in the "Total bar codes" field, and then indicate the number of times per barcode in the "Max uses per bar code".
  • Coupons and voucher have a barcode that can be configured with a limit on the number of times it can be scanned and will cease to be usable once the limit has been reached.
  • These types of coupons or vouchers are desirable in situations where it may be difficult to enforce a limit on customer reuse. This is particularly useful in situations where the customer has a coupon or voucher which they do not surrender once it has been used. 
    
    • Ideal use for this feature is on kiosk units where a cashier is not present to take the coupon upon use.
      
      
• VOL-5593 CLOSED POS mode in Kiosk
  • The kiosk can now be run as a POS terminal. This feature is enabled by restarting the kiosk in POS mode.
    
    • This allows POS functionality that is not normally available on the Kiosk.
    • This functionality is particularly useful when no other POS units are present in the environment, or if the kiosk is a standalone unit.
    • Some examples of tasks that can be performed in POS mode which are not normally available on kiosks:
      
      • Close day can be performed in POS mode.
      • Troubleshooting of technical issue such as printer issues can be performed in POS mode.
        
        

Bug Fixes

• VOL-7762 CLOSED Bluefin SAF not kicking in during USAePay server outage
  • Fixed issue where Bluefin SAF does not become enabled when USAePay server outage has occurred.
    
    
• VOL-7758 CLOSED ITC Refund on $0 items that have priced taxable options does not refund properly
  • Fixed issue where refunds on split tender transactions using multiple ITC accounts are not being processed accurately.
    
    
• VOL-7755 CLOSED Unable to Generate a Close Day summary report under System Reports->Close Day Summary
  • Fixed issue where Close Day summary report contains no data.
    
    
• VOL-7750CLOSEDPre-paid CreditCard GiftCards - Approved for partial payment by host, but approved entire amount in Volante
  
  • Fixed issue where amounts approved for partial-payment using Pre-paid CreditCard GiftCards are mismatched between the POS and payment host.
    
    
• VOL-7741CLOSEDMayo Directors report takes 45+ mins for processing
  • Fixed issue where Directors Report(s) for Mayo Clinic take more than 45 minutes to process.
    
    
• VOL-7732 CLOSED First Data iGiftCard : iGiftCard Balance on Receipt shows " Offline" instead of actual Balance on the gift card.
  • Fixed issue where the giftcard receipt displays, "offline" instead of the balance of the giftcard.
    
    
• VOL-7731 CLOSED Kiosk - Data Candy rewards invalidated by periodic price mod removal
  • Fixed issue where the free portion of DataCandy rewards are removed when price modifiers are removed during the addition of an item on the Kiosk.
    
    
• VOL-7643 CLOSED French in KIOSK: Kiosk admin panel fields in English
  • Fixed issue where some fields on the Kiosk Admin Panel are appearing in English while in French mode.
    
    
• VOL-7640 CLOSED Date picker issues with reports and day light savings time
  • Fixed issue where the Date picker miscalculates the end time for reports.
    
    
• VOL-7588 CLOSED Remove the $0 from Label items
  • Fixed issue where "$0" is displayed for items with a zero dollar value price.
    
    
• VOL-7580 CLOSED Kiosk Admin Panel 2: Server Connection Status not updated properly
  • Fixed issue where the server connection status indicator on the Kiosk admin panel does not accurately display the current connection status.
    
    
• VOL-7577 CLOSED Reporting inconsistency between sales summary and discount reports
  • Fixed issue where Sales Summary and Discount reports display differing values.
    
    
• VOL-7576 CLOSED Menu Migraion for stand alone stores not carrying over all taxes
  • Fixed issue where taxes and/or tax links do not transfer from old menus to new menus during migration.
    
    
• VOL-7572 CLOSED Grouped 86 Items can't be removed
  • Fixed issue where items marked as 86ed cannot be ordered once the status has been removed.
    
    
• VOL-7569 CLOSED VOL-235 - Menu Options QTY Price Point is incorrect when qp is set
  • Fixed issue where the correct price point is not applied to options when the item quantity is equal to the Quantity Point.
    
    
• VOL-7566 CLOSED Do not display open price items on the kiosk
  • Fixed issue were open priced items are appearing on the kiosk. In addition, prices cannot be entered for those items.
    
    
• VOL-7547 CLOSED TaxExempt Reports show all taxes
  • Fixed issue where TaxExempt report on mobile devices displays all taxes instead of displaying taxes defined only for the store in question.
    
    
• VOL-7535 CLOSED Eigen Pinpad Rounding Inconsistencies
  • Fixed issue where payment amounts are not being rounded consistently by the Eigen PINpad and Volante.
    
    
• VOL-7534 CLOSED Schedules do not show up on the actual Calendar month
  • Fixed issues where schedules are not accurately reflected in the calendar.
    
    
• VOL-7476CLOSEDPOS, Merging terminal ID keys
  • Fixed issue where transactions become missing when multiple instances of the POS are running.
    
    
• VOL-7473 CLOSED Kiosk: Customer scan or Employee scan does not cancel the timeout.
  • Fixed issue on the kiosk where scanning of the employee, or customer card does not cancel the session timeout countdown.
    
    
• VOL-7469 CLOSED POS: Cancelling Clock In /Clock Out also opens Cash drawer
  • Fixed issue where the cash drawer opens when the user Clock In/Out is cancelled.
    
    
• VOL-7406 CLOSED Zebra prints extra tickets for Void transaction (Ski resorts)
  • Fixed issue where an extra ticket is printed when a transaction is voided.
    
    
• VOL-7335 CLOSED New menu item taxes not showing up correctly in the category and group and div summary panel
  • Fixed issue where taxes do not appear in the Category/Group/Division summary panel for new items.
    
    
• VOL-7178 CLOSED Auto Combo with Discount does not work
  • Fixed issue where Auto Combo does not take effect if discounts are applied to ordered items.
    
    
• VOL-7161 CLOSED Kiosk CDB - Points Account Active by Default
  • Fixed issue where Inactive points accounts appear on the kiosk.
    
    
• VOL-7132 CLOSED Combo - Schedule - Month View doesn't show repeat interval if it's before 9am
  • Fixed issue where the repeat interval does not appear in the calendar under Month view when the interval end time is earlier than 9am.
    
    
• VOL-7072 CLOSED Volante Web Reporting Incorrect Time
  • Fixed issue where reports generated via Web Reporting reflect the incorrect time.
    
    
• VOL-5821 CLOSED Screen config drag and drop
  • Fixed an issue where an attempt to drag and drop a new button into Screen Config does not work on the first attempt.
    
    
• VOL-4547 CLOSED Production: "X" button for dialog or window behaves as button "Yes" when click on it
  • Fixed issue where clicking on the "X" to close a dialogue box does not cancel the operation. Operation continues as if "Yes" has been clicked instead.