Release notes for the Aloha Smart Manager restaurant and hospitality software product.

Version 0.8

September 11, 2023

New features

Administration

• CBO-2: Removed the previous scaffolding on the dashboard landing page to accommodate new designs included in the next release.
• CBO-1026: Administrators can use new filters for sites, users, and entities for the Activity Log to make locating specific events easier.

Version 0.7

August 9, 2023

New features

Administration

• CBO-1026: Managers can now track the user activity using the Activity Log functionality.
• CBO-4168: Administrators can create and apply attributes to sites using Site Tags.

Inventory

• CBO-5: We improved the manager user experience.

  Managers can also:

  • Review all invoices available in the application.
  • Easily switch between reports and invoice entries to make corrections, if required.
  • View reports with invoice items by ‘Category’ and ‘Vendor’ for all historical invoices.
  • Filter data by ‘Date range’.
  • Filter data by ‘Category’ and ‘Vendor’.
  • Click an item to view additional details.
  • View total invoice count and total invoice amount with graphical representation of change percentage.
  • View ‘Invoice Total Amount by GL account’ and ‘Invoice Total Amount by Vendor’. They can interact with graphics in the report to view individual component details of each total.

• CBO-17: Managers can now enter invoices. Pre-configuration of vendors, raw materials, and unit of measure is not required to enter their first and subsequent invoices. This enhancement provides interactive and pre-configured options that help managers to build invoice data.

  Managers can also:

  • Enter invoice date, delivery date, and delivery time.
  • Add new vendors or select from an existing list of vendors.
  • Add new vendor items for an existing vendor.
  • Assign and receive units of vendor items, enter quantity purchased, and extended price.
  • Accept, finalize, or revoke finalized invoices that requires modification.
  • Review who modified the invoices.
  • Review list of invoices, perform additional functions such as setting invoice status, search for a specific invoice ID, apply filters, and perform sorting.
  • Process service of non-eatable items on an invoice by selecting predefined service categories (General Ledger account data) for further analysis of inventory and invoices.

• CBO-55: Managers can now create entry for raw items and associate it with vendor items. The raw items are identified with a specific category (General Ledger account data) for further analysis of inventory and purchases.

  Managers can also:

  • Enter raw item details.
  • Activate or deactivate raw items.
  • Delete a raw item.
  • Review who modified the raw item data.
  • Assign category (General Ledger account data) to raw item.
  • Review vendor items list mapped to a raw item.
  • Review the raw items items and perform additional actions such as activating or deactivating a raw item, search for a specific raw item, applying filters, and perform sorting.

• CBO-211: Managers can now interact with vendors regarding the purchased products and its price. They can view vendor’s contact information and quickly initiate an action (call or email), if required.

  Managers can also:

  • Enter vendor details.
  • Activate or deactivate vendors.
  • Review who modified the vendor data.
  • Add vendor details to catalog. They can also assign receive units of vendor items, associate vendor items to a raw item and raw item category, and enter extended price.
  • Review the vendor list and perform additional functions such as setting a vendor as active or inactive, search for a specific vendor, apply filters, and perform sorting.

• CBO-2121: Managers can now upload vendor items in bulk to vendor’s catalog.

  Managers can also:

  • View the instructions of ‘How to fill CSV file’ for uploading vendor items.
  • Download CSV template file to upload vendor items.
  • Download system defined lists for container options, industry units, and category options.
  • Review errors identified during upload and download of invalid records. They can also quickly modify and upload again.

Version 0.6

July 12, 2023

New features

Administration

• CBO-1026: The Activity Log now records an event with first and last name of the user who performed the corresponding activity.
• CBO-53: As part of the Alerts and Notifications framework, non-employee users in 'Administrator' and 'Restaurant Manager' roles can enter a phone number to receive SMS notifications.

Sales

• CBO-2672: Managers can now view sales metrics by revenue center and day part in the Revenue Center Report.

Version 0.5

June 19, 2023

New features

Administration

• CBO-1026: We improved the administrator user experience with the following:

  • An activity log is now available in the navigation pane and displays user activity.
  • Administrators can now filter events by priority, date, origin, site, and event type. Clicking on an event shows more details.

• CBO-1030: The site selector now has an organization view for pages that do not pertain to the selection of one or multiple sites.

Version 0.4

May 22, 2023

New features

Administration

• CBO-1030: We improved the administrator user experience with the following:

  • A new Site Settings page provides Administrators with a comprehensive view of settings and attributes for a selected site.
  • Users can now view a Sites page that displays all sites in an organization to which the user has access. Clicking a site provides a panel with more details.

• CBO-1579: Administrators can now define days parts for a site by specifying a name, description, start/end times, and applicable day of the week.

Sales

• CBO-2672: Managers can now view key metrics by Revenue Center and Day Part in the Revenue Center Report. Metrics include transaction amounts and counts as well as per-person and transaction averages.

Version 0.3

May 01, 2023

New features

Administration

• CBO-53: Managers can now configure to which sites a notification pertains.
• CBO-505: Administrators can now edit payroll calendar configuration, while managers can view the payroll calendar, but not edit it. Additionally, the fiscal calendar now has a preview available and you can create 25 years of seamless fiscal calendar data automatically, thus eliminating the need to define individual years.

Inventory

• CBO-5: Managers can now access full invoice history reports and review summarized and detailed data by categories and vendors.
• CBO-17: Managers can now sort and filter the invoice items grid across all pages and receive alerts for conflicting actions and data.
• CBO-211: Managers can now sort and filter the vendor catalog grid across all pages and receive alerts for conflicting actions and data.

Labor

• CBO-13: We improved the manager user experience with the following:

  • A visual indication when a schedule is loading.
  • Additional validation when a shift is edited.
  • The selected cell remains highlighted when working in a pop-up screen.

• CBO-17: Managers can now view a pending employee’s progress through the registration and onboarding flow.

Sales

• CBO-2677: Managers can now view and export extensive transactional data based on filtered criteria of site and date. This includes the ability to quickly search for transactions across all data points.

Version 0.2

March 27, 2023

New features

Administration

• CBO-2: Restaurant managers can view the initial design structure for the Starter landing page, which provides visual indications of the page layout. Future releases will add functionality to display critical metrics for managers.
• CBO-505: Administrators/restaurant owners can now define the company fiscal and payroll calendars. Once entered, the calendars drive inventory, payroll, and accounting processes and allow managers and other report users to run reports based on time periods that align with business activity.

Inventory

• CBO-17: Managers can now add item details to an invoice. The Invoice Item Details grid styling is enhanced to provide a quicker and simpler experience when entering an invoice.
• CBO-55: Administrators/restaurant owners can now activate and inactivate raw items for the current date and time.
• CBO-211: New tooltips are available to help managers and administrators through the vendor and vendor item creation process. Managers and administrators can add, edit, and view 'Receive Unit' fields during this process.

Labor

• CBO-2172: When completing the employee registration flow, employees can now add their liquor certification and other certifications required by the restaurant.
• CBO-2173: Managers can now access and maintain their employees' information as part of the onboarding process.

Labor Rules

• CBO-1342: Added fair workweek capabilities to wage calculation and schedule validation services for Philadelphia, New York City, Chicago, and Oregon.

Scheduling

• CBO-13: Managers can now edit a scheduled shift, and Aloha Smart Manager ensures the entry of correct start and end times. In addition, we made several improvements to the user interface and experience based on feedback we received.

Version 0.1

February 17, 2023

New features

• CBO-2: You can now use the Basic Landing Page that provides placeholders for adding different scorecards, once they are available.

• CBO-8: Implemented the first phase to allow manager access to Employee maintenance so they can add personal information, the contact information, and the emergency contact for an employee.

• CBO-11: Implemented support for Google Tag Manager to gain insight into how customers utilize different features across the app.

• CBO-17: You can now manually enter invoices in the Vendors and Vendor Catalog functions. You can also add vendors and catalog items with the invoice entry.

• CBO-20: You can now add links so you can quickly access external sites and applications from within Aloha Smart Manager. This includes NCR Consumer Marketing.

• CBO-29: To support internalization, you can now configure the following preferences for your profile account:

  • The preferred language from a list of supported languages.
  • Region/locale settings, such as date, time, and number format.
  • The ability to suppress currency symbols on the user interface and reports.

• CBO-53: Implemented the alerts and notifications framework so you can stay informed about meaningful events in a store.

• CBO-55: You can now add, edit, and view raw items (normalized ingredients) purchased from vendors in the Raw Materials Starter function.

• CBO-68: To support invoice optical character recognition (OCR), you can now upload and process an image from a file.

• CBO-211: You can now add, edit, and view vendors using the basic Vendor Catalog functionality.

• CBO-272: You can now create and maintain house accounts, including creating statements and managing credits and debits.

• CBO-505: Added fiscal and payroll calendars so you can filter reports on time periods that align with business activities.

• CBO-1026: Created a framework for application activity logging.

• CBO-1313: To support certain labor rules, you can now add default rule, by location.

• CBO-1342: To support penalty and additional pay, you can now support missed break penalty payments, split shift premiums, and Los Angeles Fair Work Week measures for wage calculations and schedule validation services.

• CBO-1357: To support certain labor rules regarding tips and wages, we added tip makeup pay capability to the wage calculation service.

• CBO-1370: Added overtime warnings and minor law violation capabilities to the schedule validation service.

• CBO-1558: Added weekly overtime capabilities to wage calculations.

• CBO-1560: Added daily overtime capabilities to wage calculations.

• CBO-1561: To support overtime wages, we now support consecutive days and Nevada’s 24-hour overtime capability to wage calculations.

• CBO-2172: As part of the employee registration flow, we implemented the first phase to allow manager access to Employee maintenance.

• CBO-2661: Introduced the first iteration for the Sales Summary Dashboard and Report.

• CBO-2662: Introduced the Sales Payments Report.

• CBO-2666: Introduced the Sales Discounts Report.

• CBO-2667: Introduced the Sales Taxes Report.

• CBO-2669: Introduced the Sales Voids Report.

• CBO-2671: Introduced the Sales Refunds Report.