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Enhancements
Employees - Groups
Updated the system to allow for a role that would prevent a user from exiting POS without a Manager’s override.
Use Case: Previously, Dining Staff could easily inadvertently exit out of the POS entirely, rather than simply signing out, and returning to the “Listener” screen. Exiting out of the POS (rather than signing out) consumes significantly more resources (system wise and time-wise) when ready to operate the system again. The preferred method is to Sign Out, rather than Exiting. With this enhancement, ensure the “Allow Exit POS” role is unchecked to prevent Servers from exiting the POS, rather than signing out of it. Manager override will prompt if role is unchecked and user tries to exit.
Membership
Billing Schedules
Updated the system to allow for users to set on the Billing Schedule if they want it to show the 'For Month' description on the monthly statement..
Use Case: Previously, when Clubs wanted to have the month and year of a Billing Schedule listed specifically (August 2017, January 2018) on a Member’s Statement (instead of just “Dues”), Clubs were not able to manage this process for themselves and had to contact Clubessential Support. With this enhancement, now easily specify that the ‘For Month’ be included in the description of the Dues on the Member Statements and have the system automatically update the verbiage moving forward to reflect the appropriate Month/Yr.
Credit Book Types
Updated the system to allow for a Credit Book Type Item Category Override.
Use Case: Previously, Credit Books were available by Type (F&B, Pro Shop, etc), however, did not contain the ability to exclude certain categories of Items for use. For example, in the event Credit Book was issued for F&B areas, however, the Club did not wish to allow Credit Book Tender Type to be utilized for any Alcoholic Beverages, this was not possible to easily limit. Now, use the Enable Item Category Filter function to enable Category selection. Use the Lookup button to choose eligible categories. (Note: Best practice is to use the Select All button and uncheck the categories you do not wish to make eligible for credit book redemption). Once selected, choose Select to have selected categories populated in the Credit Book setup screen.
POS
End of Shift
- Updated POS to prevent a user from ending their shift if any Credit Card tickets are still awaiting gratuity entry.
Use Case: Previously, a Server was able to end their shift when Tickets were still awaiting additional gratuity entry (tickets would be highlighted in yellow). This ability to exit out of a shift prior to totally completing the tickets presented numerous issues for Accounting Staff trying to post batches with any of these Tickets. With this enhancement, Staff will now be required to enter all additional gratuities, prior to being able to close their shift, so the associated batches can be posted. In the event they try to close their shift with tickets highlighted in yellow, they will be presented with a warning, and will not be allowed to proceed until they have entered the gratuities.
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Online Ordering Integration
- Updated POS to show Clubessential’s Online Ordering delivery instructions in the POS screen and on the printed receipt.
Use Case: Previously, Delivery Details could only be accessed in the Online Ordering Administrative menu. Now, easily view these details within the POS and on the printed receipt.
Seating
- Updated POS to allow a user to select a seat 0 from the ticket interface for items 'for the table'.
Use Case: Previously, when seating was used by a Club, there was no ideal way to indicate an Appetizer (or other Item) was to be shared by the table. Now, easily select Seat 0 using the arrows to indicate an Item is to be shared by the Table.
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