ncr hosted solutions - abacus business solutions€¦ · ncr hosted solutions v13.4 release notes...

The NCR Hospitality Division is proud to announce the newest release of Aloha Insight, Aloha Stored Value and Aloha Loyalty!

In these release notes, you will find a thorough summary of everything that is new for v13.4.

If you are new to Aloha Enterprise, click the “Help” button on your Aloha Enterprise home page for detailed information on utilizing all the features it has to offer .

The NCR Hospitality Division welcomes all feedback concerning this release and future releases.

Please feel free to contact us with your thoughts and suggestions by emailing us at [email protected] or by clicking the “Contact Us” icon on your Aloha Enterprise website.

If you haven’t already, we urge you to register for the upcoming v13.4 Release Overview training class for Aloha Insight, Aloha Stored Value and Aloha Loyalty. This i s a FREE instructor-led, Web-

based training that details the v13.4 release. To register for the training class, select one of the training class links on your Aloha Enterprise home page or send an e-mail to

[email protected].

What’s New?

Aloha Insight

Aloha Loyalty

Aloha Stored Value

Aloha Reporting

New Line Items

Report Styles

New Reports

Activating Your New Features

NCR Hosted Solutions

V13.4 Release Notes

NCR MenuLink

mailto:[email protected]


Hosted Solutions v13.4 Release Notes

Aloha Insight

ALOHA KITCHEN Speed of Service (SOS) data from Aloha Kitchen is now being imported to Aloha Insight. The SOS Reports track time from the moment the order was placed on the POS to the moment the entire order was bumped in the kitchen. Two SOS reports are currently available: - Percentile: This report ranks the service times (in minutes) that fall in the bottom 10%, the

middle 50%, and the top 90%. The percentile is determined by the percentage of service times that are smaller than the given value. For example, a start-to-tender time in the lowest 10% indicates that 90% of all start-to-tender times are larger than this value. - Average: This report captures the speed of service from the perspective of the customer. It provides the average time it takes from start to tender and the average time it takes the kitchen to bump the order once the order has been tendered.

The data is available for immediate use by replication customers; please contact [email protected] for version requirements and system configuration to begin utilizing Aloha Kitchen reporting. Aloha Kitchen SOS reports

PULSE Quick and Easy Activation and Configuration For users of Pulse Realtime and other mobile applications, the Insight website now allows for

quick and easy configuration to activate stores and mobile users as well as designate which

applications each user can access: - A new tab has been added to System Setup/Company Setup page to grant multi-user access to the Pulse Platform via bulk activation, thus simplifying set-up - The System Setup/User Account Setup/Edit User Accounts page has been updated to provide one-step configuration of Pulse access settings. - The System Setup/Company Setup/Pulse Settings tab allows users to create short store names for those stores that will be leveraged by Pulse. Mobile devices will be able to utilize Short

Names in a future release.



Granting multi-user access via the Company Setup page

Granting Pulse access to a user via the User Account Setup page

Bulk creation of Short Names for stores leveraged by Pulse


INTERNATIONALIZATION

Perpetual Check Counter (Type 44)

In our continued effort to support internationalization, international customers who replicate the HstSalesSummary table on Insight can now leverage information related to a perpetual check counter. This POS value (type 44) is found in the POS table GNDSALE.DBF and can now be tied back to check detail, which allows for remote receipt reporting.

Time Zone Configuration

In addition, self-hosted customers in international time zones can now configure time zone settings in a configuration file. This will allow the report scheduling to adhere to the customer’s time zone rather than the Central Time Zone default.

FUNCTIONALITY

Continued Multi-Browser Support – Dynamic Drill Down Viewer

As a continuation of the multi-browser support effort, the Dynamic Drill Down Viewer is now compatible with Internet Explorer, Google Chrome, Firefox, and Safari when run on a personal computer. Aloha Insight now fully supports the above browsers for all modules except Menu Configuration.

REPORTS

Daily Sales Report (DSR)

The Insight Daily Sales Report (DSR) provides above-store, consolidated sales reporting and is now even more closely aligned with the highly utilized Aloha POS Sales report. The new version of the Insight DSR can be run in multiple formats and has enhanced utility with the ability to choose Voids by Void Reason.

Employee Performance

Now Insight is even better at providing managers with timely, actionable information on

employee performance. Track top and bottom performers, identify team averages, and quantify potential tip income opportunities to tailor training programs, reward top sellers, and counsel poor performers. A new qualifier allows the report to be filtered by employee.

Filtering by Employee


Sample Employee Performance Report, Filtered by Employee

Speed of Service (Transaction Threshold) Insight provides even more analysis and actionable information with its “Speed of Service (Transaction Threshold)” report, an above-store, consolidated report that closely aligns with the Aloha POS SOS report. Once a threshold value is set for this report, it displays average

transaction times and the number of transactions that were above and below the configured threshold. Want to know what percentage of tickets are open for less than ten minutes? Just set the threshold and let Insight do the analysis! Configuring the Threshold


Sample Report

Tip Income

Insight now makes filing taxes even easier! This new report under Sales and Labor provides all

the information necessary to fill out IRS Form 8027 in one location. Now the form can be filled out quickly and accurately when tax time rolls around.

Tip Income Report

Payroll: Premium Overtime Configuration and Reporting for PayChex Payroll users

This new, site-level configuration provides flexibility for customers who use the PayChex Payroll export and operate in states that require premium overtime. Additional controls in the Company and Site Setup allow users to designate the Premium Hours threshold, the Premium Hours rate, and the stores to which the threshold applies. The site level controls provide further designations for customers who have locations in states with premium OT and in those without. Once the new controls are implemented, users can leverage the new PayChex export

called “PayChex Export w/ OT Premium Hours.”


Designating Premium Overtime Settings

PayChex Premium Overtime Export

PERFORMANCE IMPROVEMENTS

The following performance improvements have been implemented:

- Delta Imports provide customers with the ability to import only the change sets during each fix poll. This significantly reduces the amount of data being replicated at fixed intervals and during the last end-of-day poll. Implementing Delta Imports reduces the amount of data being replicated at one time and helps eliminate large amounts of redundant data. To experience the benefits of Delta Imports or to get more information, please contact [email protected].

- We have improved report performance on the “Comp List with Check Detail – AR” report so that large amounts of data (detail with at least one month) will process much more quickly.



LINE ITEMS

New Line Items

There are two new line items available for reporting sales data in non-sales categories. Now

“Promotional” and “Reporting” category data can be used in Reports Builder. The line items are

“Net Sales by Reporting Category” and “Item Sales by Reporting Category.”

Improved Line Item Descriptions

The description of the line item “Items Sales by Reporting Category” has been updated.

When choosing to use this line item, it is important to remember that Item Sales totals do not include exclusive taxes, promos, or comps.

ONLINE HELP UPDATES

Accounting Interfaces/Payroll

Insight Online Help and Payroll FAQ documentation has been updated to reflect the full list of payroll exports, including the generic export. Insight now supports:

- ADP, ADP Canada, ADP Payforce

- Ceridian

- MAS 90

- Millennium

- PayChex Preview, PayChex OT Premium

- Paycor

- Paylocity

- Heartland

Integrating and automating payroll processes by leveraging the Insight Payroll exports represents a significant cost savings to many companies. For more information on payroll

integration, please contact [email protected] or contact your NCR representative.

Password Security

The online help files have been updated with the latest standards for configuring difficult passwords upon login. Insight released support of difficult passwords, a more stringent encryption method, and the ability to reset passwords in the 13.3 release. This latest release

provides updated Insight Online Help.



Aloha Insight Reports Guide

Looking for a high-level summary of all the reports that are available on the Aloha Insight website? The “Aloha Insight Reports Guide” is located on the main help page and provides a searchable list of reports along with a quick synopsis of each report.

Table 1: New Reports and Line Items in Aloha Insight

Type Name Category Description

Report Speed of Service (Average)

Aloha Kitchen Provides the average time it takes from start to tender and tender to bump

Report Speed of Service (Percentile)

Aloha Kitchen Ranks the service times that fall in the bottom 10%, the middle 50%, and the top 90%

Report PayChex Export w/ OT Premium Hours - AR

Export PayChex export created for users in states that require OT

premiums

Report Speed of Service (Transaction Threshold)

Key Indexes Once a threshold value is set, displays average transaction times and number of transactions that were above

and below the configured threshold

Report Aloha Daily Sales Report (DSR)

Sales & Labor Comprehensive report of sales and labor

Report Employee Performance Sales & Labor Shows average sales and lost

sales opportunities by employee or job code

Report Tip Income Sales & Labor Provides all the information

necessary to fill out IRS Form 8027

Line Item Item Sales by Reporting Category

Sales For reporting sales in non-sales categories in the Reports Builder

Line Item Net Sales by Reporting Category

Sales For reporting sales in non-sales categories in the Reports

Builder


Aloha Loyalty

Defer Rewards by One Visit

A new control has been added to Aloha Loyalty/Bonus Plan Setup module/General tab with a check box that allows you to defer rewards by one visit. When the check box is checked, all the rewards associated with the selected bonus plan will be queued and will be rewarded to the customer only on the next visit.

Aloha Loyalty Member Marketing

A new update to the Aloha Loyalty Member Marketing report allows users to exclude inactive members from the report with a check box on the Report Settings tab.

Merit Expiration

The Aloha Loyalty system has been enhanced to enable you to reset merit after X days of non-usage and/or reset merit when the member’s merit goes above, less than or equal to a set number of merits and Y days of non-usage. This will help you to write off liability which is pending on merit

accumulated by customer over a period of time.

Display of Resets in Member History Lookup

Resets occurring in Aloha Loyalty are currently not being displayed in Member History lookup. With this new functionality, the history of when and why resets have occurred is now displayed in Aloha Loyalty. This enhancement displays the resets that occur due to one or more reset options for each bonus plan selected (including Merit Expiration), under the Aloha Loyalty/Member Profile/Lookup Member History/Show Adjust screen.

Aloha Loyalty Smart Rewards: Add New Metric Type Called Occasion Based

The Smart rewards module under Aloha Loyalty has been enhanced to add a new metric type named “Occasion Based” which adds options to reward a customer based on a specific member occasion such as their Birthday or Anniversary. The new metric will allow you to define a period of time both before and after the selected occasion in which the reward is eligible for redemption. The

Smart Reward system will daily monitor for members approaching the defined occasion and will apply the reward to each member’s account the day before the defined period has been reached.

Aloha Loyalty Member Lookup Search by Name, Phone, Email Address

Aloha Loyalty has enhanced configuration settings to target specific profile fields when using the Member Lookup function on Aloha POS. When a member is looked up by name, phone or email address on the Aloha POS, the system will search against the corresponding member profile field

and return records that contain the search string entered. The member profile fields need to be checked under the Aloha Loyalty/Configuration/Member Profile “Other Member Profile Ids” column for a successful search. This new functionality stream lines the backend system resources which reduces the response time on targeted Member Lookup requests.

Change Card Number via Aloha Loyalty Web Service

This new method within the Aloha Loyalty web service allows you to change an existing card number with a new card number that does not exist in the Aloha Loyalty system. So if a card has been used once or assigned once, this card number cannot be used to replace the existing card number. This new Web Service method mimics the same functionality as when changing a

member’s card number via the “Member Profile” module. All Bonus Plan merit, rewards and history from the old card number is transferred to the new card number.

Aloha Loyalty Web Service Enhancements

New Aloha Loyalty Web Service methods have been added to turn rewards banking on or off and to get the latest status of rewards banking. Methods have also been added to get the card numbers using an email address or telephone number and check whether a telephone number exists against active and inactive accounts. The method that returns bonus plan standing has been enhanced to be able to selectively return available items and purchased items. This prevents huge number of

items from being returned and results in performance improvement. Bonus plan expiration date has been added to the same method.


Limit on Manual Adjustment Plan Credit Value

The Aloha Loyalty/Card lookup tab has been enhanced to set a limit and to validate the manual adjustment desired plan credit value to prevent you from entering a very large value by mistake,

which might create large number of rewards causing system performance issues.

Date Format in MemberLink

MemberLink can now handle dates in UK format DD/MM/YYYY in additional to US date format.

Display Queued Rewards on POS Member Report

The Bonus Plan Reward Level Settings dialog has been enhanced to include a new control for printing the reward name of queued rewards on the guest’s Member Report. When this checkbox is selected and the member has earned the selected reward and the reward is queued, the system will include the name of the reward on the Member Report.

Applying Real Time Discount

Aloha Loyalty/Bonus Plan Setup module/Rewards tab has been enhanced to allow the user to apply a loyalty discount on either the highest, the lowest or the lowest non-zero priced item if a discount is applied to a check with multiple items with different prices. Before this enhancement the system always discounted the highest priced item(s) fi rst.

Maximum Credit Reached Message

There are now two new checkbox controls on the Print/Display tab of the Aloha Loyalty

Configuration module that allow you to display a notice on the POS guest check when the member has reached the maximum amount of credit/merit per day or per check. The limits per check and per day are defined on the Rewards tab at the Bonus Plan level.


Activating Your New Features

Before you begin using new applications, enhancements, or reports, you will need to update applicable security classes. The following instructions guide you through accessing the Edit Security Classes screen. 1. From your Aloha Enterprise home page, select System Setup > Security Class Setup. The

Security Class Setup screen appears.

2. Select the security class to modify, and click Edit. The Edit Security Class screen appears.

3. Depending on the type of update you want to make to the Security Class, click Reports,

Applications, or Security Rights, and reference the following Security Class Update tables.

Reminder: In our Aloha Enterprise v8.1 release, there were enhancements to the Security Class Setup module. We added a powerful new “auto-update” feature for security classes

that allows you to designate which security classes should have specific features without

concerning yourself with updating the security class after each Aloha Enterprise release. If you assigned security classes to auto-update prior to this release, your users will automatically have access to the applicable features. If you implemented this functionality after receiving this release, it will take effect on the next Aloha Enterprise release.

ncr hosted solutions - abacus business solutions€¦ · ncr hosted solutions v13.4 release notes...

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