1. Renaming the Customer Marketing Management window to Customer Sales and Marketing Management window:
Titles were updated and subsections from ¨Customer Marketing Management¨ to ¨Customer Sales and Marketing Management¨.
1. On the left side panel, go to Sales & Marketing
2. Click on Customer (CRM)
3. Select Customer Marketing
4. Choose Customer Sales and Marketing Management
2. Adding a ¨New Entry¨ functionality in the Create and Edit Ingredient Allergens:
It was added the ¨New Entry¨ functionality to the window #419, so users can create new ¨Ingredient Allergens¨.
1. On the left side panel, go to General Setup
2. Click on Recipe
3. Select Create and Edit Ingredient Allergens
3. Creating a new Appsettings for control how many days prior the user can set:
The Appsetting: PreparationLeadTime was created, so the user can change the default value to 2 days prior to the event, for the ¨Prep Item Date¨ column within the ¨Menu Prep Window¨.
1. At the top of the screen, on the right side you will see the Gear Icon
2. Click on the Gear Icon
3. Select Appsettings
4. Look for ¨PreparationLeadTime¨
Then
1. On the left side panel, go to Production
2. Choose Main Kitchen View
3. Select an event by clicking on the pen icon
4. Making research in our accounts in synergy if any customer has Miscellaneous on the Fly Items:
Research was completed in the synergy´s account, to see if a customer currently has a Miscellaneous On the Fly items usage report. Report was found and added in the story with the name and the account that belongs.
1. On the left side panel, go to Sales & Marketing
2. Click on Event & Order Management
3. Choose reports
4. Select Events Summary Reporting
5. Editing the wording of the message that appears after try to add a new recipe item to the recipe order:
The wording that shows the header after trying to add a new recipe item to the order was changed from: ¨OK to add order items¨ to ¨Cannot Edit Recipe Items¨, the changes were made in the blue header and in the white box ¨You are not allowed to add any Recipe or Beverage item to while the menu is in a lock status¨.
2. Click Event & Order Management
3. Click Main Sales View Window
4. Click the pencil on any event where the Menu status is in "Submitted" status or "In-Production" status
5. Double click any recipe to attempt to add it to your order
6. The error message that appears now reads:
In the blue header "Cannot Edit Recipe Items"
In the white box "Recipes are Locked. Please Submit Changes via a Request."
OR1. Click Sales & Marketing
2. Click Event & Order Management
3. Click Main Sales View Window
4. Click the pencil on any event where the Menu status is in "Submitted" status or "In-Production" status
5. Double click any recipe to attempt to add it to your order
6. An error message will appear - this is the error message that needs to be re-worded
6. Choosing a substitution for a Beverage Package in the Beverage Package Section:
The user will be able to choose substitution items for beverages packages; the substitution items are into the packages.
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. Choose an event
5. Go to the Order Details tab
6. Click on Beverage, select Beverage Packages
7. Double click on the package you want, once the system displays the window with the package information, then go to Beverage Package Details section, here the user will be able to select the substitutions for the beverage items.
7. Displaying a warning message about the required dress code as it works in WPF:
It was created a prompt letting the user knows when a Dress Code is required, based on the skill type selected in the event. This prompt will be displayed when the toggle Make Dress Code Required when Assigning Staff is ON.
1. At the top of the screen, on the right side you will see the Gear Icon
2. Choose the Gear Icon
3. Look for Setup Client (second page)
4. Go to Event Rules and turn on the toggle: Make Dress Code Required when Assigning Staff, save the changes.
Then
7. Go to Sales & Marketing
8. Click on Event & Order Management
9. Select Event Management - All Status Types Included
10. Choose an event by clicking on the Pen Icon
11. Go to Order Details Tab
12. Add Staff to the event, based on the skill selected the app will display the prompt.