1. Statements Logic needs to be revised:
The Accounting Generate Statements Windows is properly displaying the records even if Invoice is not in the beginning, once the user clicks the refresh button, the option texts are properly changed in the windows form the Event or Order Status.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Main Sales View
4. Check for the event status
Then
5. Go to Finance & accounting
6. Select Accounting Generate Statement Window
7. Choose the Statement Cutoff Date
8. Look for your event and check the event´s status
2. Granting access to staff without a limit on the password, so they can provide secure Passwords:
The administrator will have the option to save a password without a length limit.
1. On the left side panel, go to Data Items
2. Click on HR Management
3. Choose HR Management
4. Open an existing record
5. Go to the Mobile/Web tab
3. Handling custom names and descriptions to the Course Types as the system handles the EventSections:
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The user will have the ability to create new courses on the menu builder (such as the event section)
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User will be able to edit and rename the courses created on the menu builder.
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The courses created at the event level will remain in the event level.
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The user will be able to select these courses at the event sales menu and at the menu builder.
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The create button for the courses needs to be place next to the create section on the menu builder.
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Name this button "Create/edit Course Types".
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Add a description field for Course Types.
While adding coursetypes on the event sales menu, users need to be able to change the value on the column of "Courses" if they have created multiple courses on an event.
1. On the left side panel, go to Sales & Marketing
2. Select Event & Order Management
3. Choose Event Management & All Status Types Included
4. Open an existing event and go to the Order Details Tab
5. Add items to the event, then select the Course Type and Section
Then
6. In Sales & Marketing
7. Click on Events & Order Management
8. Choose Main Sales View
9. Look for your event and select Menu Builder
10. Check if the items added on Order Details have the correct course type and section, remember you can change these sections from menu builder too.
4. Needing a "IsExported" verification apply in the Event Billing Tab:
- Trigger "IsExported" Functionality: Ensure that the "IsExported" functionality activates correctly when a user performs a Billing Export.
- Read-Only Switch on Billing Tab: Add a read-only switch on the Billing Tab to indicate whether a billing record has been exported. This switch should display "Yes" if the record has been exported and "No" if it hasn't.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Choose Event Management - All Status Types Included
4. Open an existing event and go to the Billing Tab
Then
5. On the left side panel, go to Finance & Accounting
6. Click on Accounting Tools
7. Select Accounting Exports Window
5. Needing the items that I edit using the "Event Sales Menu" to be added to the proposal section:
The user will be able to see the changes and the items reflected into the Proposal window and all their corresponding calculations accordingly.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Open Event Sales Menu
Then
4. In the same category Sales & Marketing
5. Into Event & Order Management
6. Open your event by clicking on the pen icon
7. Go to the Proposal Tab
6. The "Menu Prep Window" has to open the modal window when pressing the Edit Master Data button:
When a user enters the "Menu Prep Window" and presses the "Edit Master Data" button, they should be directly prompted with the master recipe modal window, allowing them to make changes. They should not be prompted to update the Master Recipe.
1. On the left side panel, go to Production
2. Click on Kitchen Management
3. Select Main Kitchen View
4. Open an existing event by clicking the pen icon
5. On the right side of the screen, you will see a box where you can locate the option that says: Edit Master Data
6. Click on Edit Master Data, then close that window a pop up will be displayed.
7. Being able to see only the departments that belong in the production view:
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AppSetting for Main Production View:
- Hide "Add" Buttons: Add an AppSetting to hide the "Add" buttons for Recipe and Staffing in the Main Production View window.
- Hide Recipe and Staffing in Modal: Add an AppSetting to hide the Recipe and Staffing departments in the modal window accessed via the eye icon.
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Editing Quantities:
- Users can edit quantities (add, remove, or modify existing items) using the "Add" buttons in the main window.
- Reflect New Items: When a user adds a new item for a specific department, it should be reflected in the bottom grid of the add button modal.
- Show Current Items: Current items for an event should be shown in the bottom grid when clicking the add button for that department, allowing users to edit the item.
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Scope of Changes: These changes should be limited to the Main Production View window.
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Rename "Add" Buttons: Rename the "Add" buttons to "Add/Edit".
1. At the top of the screen, on the right side you will see the Gear Icon
2. Click on the Gear Icon
3. Look for App Settings
4. Search for ShowProductionItemsOnlyProdWindow
5. Set to ¨Yes¨
Then
6. Go to Sales & Marketing
7. Click on Event & Order Management
8. Select Event Management & All Status Types Included
9. Open an event by clicking on the pen icon
10. Go to Order Details tab and check if the Add button is available.
The App Setting set to “YES”:
App Setting set to “NO”:
Also, now the item can be editing from the main production window:
8. Showing the customer isExported flag event when the customer has not been exported:
On Customer Financials, once a customer has not been exported, a flag was implemented letting the user know that the record has not been exported yet.
1. On the left side panel, go to Finance & Accounting
2. Click on Customer Financials and click on it
3. Choose Customer Financial Management
4. Open an existing customer by clicking on the pen icon
5. Go to the Billing Tab
9. Event Prep Date should not be set after the event date:
When a user accesses the 'Menu Prep Window' and selects the 'Prep Item date' calendar, they should only be able to choose dates up to the event date, not beyond.
1. On the left side panel, go to Production
2. Click on Kitchen Management
3. Select Main Kitchen View
4. Open an existing event by clicking on the pen icon
5. Choose an event by double clicking on it
6. On the right side of the screen, you will see a box in here you will see the calendar icon, click on it.
10. Removing the "Guest per person" tag at the proposal:
In the proposal tab of an event, remove the 'Guest per person' tag and retain only the order detail total and total amount.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Select Event Management - All Status Types Included
4. Open an existing event by clicking on the pen icon
5. Go to the Proposal Tab
Before:
After: The Tag is no longer showing:
11. Removing one of the "Reject" buttons from the Change Request POV of an Admin:
As a user, I need the change request modal window for the following departments: Recipes, Beverages, Equipment, Miscellaneous, and Staffing, to have the following updates:
- Rename the 'Reject' button to 'Reject & Close'.
- Rename the 'Reject with comments' button to 'Return to Sales'.
- Add the description 'Required: Please describe requested changes' to the Note box.
- Correct the misspelling in a validation message from 'Eror' to 'ERROR'.
1. On the left side panel, go to Production
2. Click on Kitchen Management
3. Select Main Kitchen View
4. The Change Request window will appear, or you can find this option on the right side of the window the orange button.
Before:
After:
12. Reflecting into the Proposal Tab the Menu Packages once the items are added through the Menu Builder:
The user will be able to add Menu Packages through Menu Builder and the items will be reflected on the Proposal tab.
1. On the left side panel, go Sales & Marketing
2. Click on Event & Order Management
3. Select Main Sales View
4. Choose Menu Builder, on the left side you will see the Add Section folder click on it, you will need to create sections and courses, then add your menu packages to these options.
Then
5. In Sales & Marketing
6. Click on Event & Order Management
7. Choose Event Management - All Status Types Included
8. Open an existing event by clicking on the pen icon
9. Go to the Proposal Tab
13. Removing seconds on the time control within the "Timeline":
The seconds were removed from the Timeline in the Event window, the user will be able to see the time (hour and minutes).
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Choose Event Management - All Status Types Included
4. Open an existing event by clicking on the pen icon
5. Go to the Event Info tab, on the right side you will see the Timeline option
Before:
After:
14. Working on the integrations of audit columns:
Audit columns were added to the existing tables related to the "IsExported" Verification.