1. Creating an App Setting to Show/Hide the Proposal Function:
An app setting has been created to enable or disable the proposal tab and its functionality.
1. At the top of the screen, at the right side you will see the Gear Icon
2. Click on the Gear Icon
3. Select App Settings
4. Look for ¨ShowProposalTab¨
Then
5. On the left side panel, go to Sales & Marketing
6. Select Event & Order Management
7. Click on Event Management & All Status Types Included
8. Open an event by clicking on the pen icon
9. Look for the proposal Tab, if the value is set to Yes in the App setting, the event will show the proposal tab.
2. Being able to see the average rating score for a staff member in their profile so I can see their performance:
The Staffing Manager can view the average rating score of each staff member directly in their profile, allowing for easy performance evaluation.
1. On the left side panel, go to Data Items
2. Select HR Management
3. Choose Staff
4. Click on Staff Person Management
3. Restoring the "Save and Close" option and Correct a Misspelling in the Customer Financial Window:
The Save and Closed option was added in the Save Drop-Down of the Customer Financial Management Modal and the Management misspelling is fixed.
1. On the left side panel, go to Finance and Accounting
2. Click on Customer Financials option
3. Select Customer Financials Management
4. Open an existing record
4. Reducing the waiting time after adding items to the menu builder:
Reduce waiting time after multiple items are added to different sections in the Menu builder for a more seamless user experience and reduce waiting time after hitting save and close on an event, following the addition of items in the Menu builder, to enhance user experience.
First you need to create a Menu Package:
1. On the left side panel, go to Data Items
2. Click on Food Management
3. Select Menu Packages
4. Choose New Entry
THEN
6. Go to Sales & Order Management
7. Click on Event & Order Management
8. Select Main Sales View
9. Choose the Menu Builder option
5. Working on the webitems (POS Web Item) from source table: Menu:
Synchronize the Items from the source table “Menu” between the Core app
and the Shopping Cart.
6. Synchronizing the Photos from Menu Packages with the Shopping Cart:
- Photo Sync: Automatically sync photos from menu packages to the shopping cart whenever a menu package is updated.
- Photo Display: Ensure the shopping cart displays the correct photos for each item, reflecting any updates made to the menu packages.
- High-Quality Images: Ensure photos are of high quality and optimized for fast loading times.
1. On the left side panel, go to Data Items
2. Click on Food Management
3. Choose Menu Packages
4. Select an existing record or create a new by clicking on New Entry
Before:
Photo updated in the Core App:
Photo updated in Shopping Cart:
7. Synchronizing All Events with the Shopping Cart Database, Regardless of the WebAppPaymentPortalOnly App Setting:
The WEB ORDER has been synchronized with the core and the shopping cart even if the
Shopping cart is set on Payment Portal Only.
1. Go to Sales & Order Management
2. Click on Event & Order Management
3. Select Event Management - All Status Types Included
Set as Payment Portal Only:
8. Synchronizing the Details fields from Customer Fin. Mgmt to the Postgres Shopping Cart:
Authenticated administrator setting up financial details for a customer.
Required Fields in Shopping Cart:
- P.O. #
- Tax Exempt ID #
- Billing Account Number
- Apply Convenience Fee (Toggle)
Additional Requirement:
- Validate the external API flow to ensure it does not affect Empower's behavior.
9. Adding ElecateDemo to beta databases group:
ElecateDemo_Beta has been created.