Release Notes 2020

Closing your daily batch (settling your credit card transactions) is an important part of keeping your cash flow moving. We’ve added an open batch alert to ensure you remember to take this important step at least once a day.

The open batch message shows up for all users after a batch with online transactions, offline transactions, or both, has been left open more than 24 hours. This bright alert displays in several places:

1. The lock screen of your Exatouch stations. (Yellow with red lettering.)
2. The Home work area when a user is logged in to Exatouch. (Red lettering.)
3. The Register task bar. (Yellow with black lettering.) If you tap the task bar warning, a message pops up, instructing you to call Support for assistance if needed.

You can settle the batch immediately, or contact Support for assistance in settling the batch.

You can also send an alert via email to your designated support contact. Set up your Support Contact by navigating from Home to > Settings > Business Details. Provide a Support Contact Name, Phone #, and Email address.

Once you have settled the batch for all outstanding transactions, the message disappears until the next time the batch remains open for more than 24 hours.

Keep track of orders split across multiple workstations at a glance using the remote print option, Print Remote Printer Names. Enabled by default, this setting adds the printer names to remote order tickets. These names help your staff pick up the balance of the order from the appropriate station.

1. At the Bar, *Grill Station and *Salad print on the ticket to alert staffers to collect the balance of the order from those stations.
2. At the Grill Station, *Bar and *Salad print on the ticket to alert staffers to collect the balance of the order from those stations.
3. At the Salad, *Bar and *Grill Station print on the ticket to alert staffers to collect the balance of the order from those stations.

This setting is enabled by default. To disable this setting or adjust other remote print options, navigate from Home to > Settings > Print Settings > Remote Options tab to make needed changes.

We’ve added a new, optional flat-rate Convenience Fee in your Exatouch Point of Sale system you can apply to prepaid orders placed using DeliverMe. This fee helps you cover costs incurred by offering online ordering, pickup, and delivery services. This fee does not apply to or affect orders placed directly in your Exatouch POS.

The new Convenience Fee for DeliverMe orders has been added to several reports.

• A Convenience Fee column been added to the Tender Disc and Fees report (formerly Tender Disc & Checkout Fee report).
• Convenience Fee information has been added to the Daily Business Overview (DBO) report, and the Snapshot (in the Order Summary section of the Checkout Fee column).

We’ve changed the font for the Register app buttons grid. The darker font makes it easier to see and read available custom functions when you use the Register app.

We’ve added two new settings you can use to determine how and when to collect taxes when you use an Admin Fee.

Fee is Taxable: When enabled, taxes are calculated on the admin fee and the subtotal. Both the admin fee and subtotal are taxed.

Apply Fee to Taxes: When enabled, taxes are calculated only on the subtotal. Both the subtotal and the taxes are used to calculate the admin fee. Taxes are not applied to the admin fee.

If both Fee is Taxable and Apply Fee to Taxes are disabled, taxes are calculated on the pre-tax subtotal. The admin fee is calculated on the pre-tax subtotal and is added in to calculate the final total.

Enable Admin Fee Tax Settings

1. From Home, navigate to Settings > Account > Admin Fee tab.
   
2. Enable the appropriate tax settings. You cannot enable both Fee is Taxable and Apply Fee to Taxes. You can disable both.
   
3. Tap or click Save to save your changes.
   
   • Note: To calculate taxes on any Admin Fees, you must also enable Admin Fees in the appropriate tax groups. From Home, navigate to Settings > Tax Group Settings > and enable Admin Fee in the appropriate Tax Groups.

Simplify your inventory updates by exporting and importing data directly into Exatouch! We’ve expanded our export capability to include new fields, including Vendor fields used to link items and vendors. Fields included in your inventory item export CSV file:

• Item Name (Description) [Required for Import]
• Detailed Description (DescLong)
• Button Label (DescButton)
• Receipt Description (DescReceipt)
• Remote Print Description (DescRemote)
• Price (Price) [Required for Import]
• Suggested Retail Price (PriceSuggest)
• SKU/Barcode (SKU)
• Alternate SKU (AltSKU)
• Tag Along/DRV (TagAlong)
• Cost Index (CostIndex) [CostEntered=0, CostRecent=1, CostAvg=2, CostLow=3]
• Average Cost (CostAvg)
• Recent Cost (CostRecent)
• Entered Cost (CostEntered) [Required for Import]
• Lowest Cost (CostLow)
• Quantity In Stock (QtyOnHand) [Required for Import]
• Minimum Quantity Alert (MinQty)
• Reorder Quantity (QtyReorder)
• Minimum Order Quantity (OrderMin)
• Category (Category)
• Subcategory (SubCategory)
• Manufacturer (Mfg)
• Manufacturer Part Number (MfgPart)
• Color (Color)
• Size (Size)
• Sales By (SBF) [SoldbyUnit=0, [SoldbyFraction=1] [Required for Import if using Unit and ChargeUnit fields]
• Pack Size (PackSize)
• Pack Unit (PackUnit)
• Unit (Unit) [lb, kg, gl, hr] [Required for Import if using SBF]
• Charge Unit (ChargeUnit) [lb, kg, gl, hr] [Required for Import if using SBF]
• Custom Field 1 (CustomField1)
• Custom Field 2 (CustomField2)
• Custom Field 3 (CustomField3)
• Primary Vendor (Vendor)
• Vendor Buy Quantity (VendorBuyQty)
• Vendor Cost (VendorCost)
• Vendor Part Number (VendorPart)
• Vendor Suggested Retail Price (VendorSRP)
• Vendor Lead Time (VendorLeadTime)

Your customers have a new way to browse your offerings and order their favorites: your DeliverMe online ordering site. This release includes the foundational technology we can use to help you add DeliverMe online ordering seamlessly to your existing Exatouch Point of Sale system. We’ve also expanded the delivery and pickup workflows in the Register app. Set separate hours for pickup and delivery, manage the flow of orders, and temporarily pause order acceptance as needed.

DeliverMe Online Ordering

If you add DeliverMe online ordering to your pickup and delivery offerings, set up is easy. We’ll help you set up your site, help you prepare your menu and inventory items, and support you every set up the way.

Your customers will find their orders easy and convenient to place on their smartphone, tablet, or desktop computer. They can place their orders for immediate or future pickup or delivery—and you can manage it all from your Exatouch Register app.

Expanded Pickup and Delivery Options

Pickup and Delivery orders, whether placed directly by staff in Exatouch or submitted online, can all be managed in your Exatouch Register app. View orders in each stage of preparation, preview future orders, and temporarily halt orders in the event of an unexpected surge in orders.

Increase your payment acceptance flexibility with Scan to Pay! Add a QR code to payment receipts, and customers can complete payment using their own smart device.

When you offer Scan to Pay as a payment option, customers have more touchless pay options with the flexibility to complete a transaction in their own time. Use Scan to Pay for customers who phoned-in pickup order, placed a to-go order at your counter, or enjoyed a sit-down pick me up at a table.

Simplify your inventory updates by importing the data directly into Exatouch! We’ve expanded our import capability to include new fields, including Vendor fields you can use to connect existing vendors or create new vendors.

Fields you can include in your inventory item import CSV file:

• Item Name (Description) [Required for Import]
• Detailed Description (DescLong)
• Button Label (DescButton)
• Receipt Description (DescReceipt)
• Remote Print Description (DescRemote)
• Price (Price) [Required for Import]
• Suggested Retail Price (PriceSuggest)
• SKU/Barcode (SKU)
• Alternate SKU (AltSKU)
• Tag Along/DRV (TagAlong)
• Cost Index (CostIndex) [CostEntered=0, CostRecent=1, CostAvg=2, CostLow=3]
• Average Cost (CostAvg)
• Recent Cost (CostRecent)
• Entered Cost (CostEntered) [Required for Import]
• Lowest Cost (CostLow)
• Quantity In Stock (QtyOnHand) [Required for Import]
• Minimum Quantity Alert (MinQty)
• Reorder Quantity (QtyReorder)
• Minimum Order Quantity (OrderMin)
• Category (Category)
• Subcategory (SubCategory)
• Manufacturer (Mfg)
• Manufacturer Part Number (MfgPart)
• Color (Color)
• Size (Size)
• Sales By (SBF) [SoldbyUnit=0, [SoldbyFraction=1] [Required for Import if using Unit and ChargeUnit fields]
• Pack Size (PackSize)
• Pack Unit (PackUnit)
• Unit (Unit) [lb, kg, gl, hr] [Required for Import if using SBF]
• Charge Unit (ChargeUnit) [lb, kg, gl, hr] [Required for Import if using SBF]
• Custom Field 1 (CustomField1)
• Custom Field 2 (CustomField2)
• Custom Field 3 (CustomField3)
• Primary Vendor (Vendor)
• Vendor Buy Quantity (VendorBuyQty)
• Vendor Cost (VendorCost)
• Vendor Part Number (VendorPart)
• Vendor Suggested Retail Price (VendorSRP)
• Vendor Lead Time (VendorLeadTime)

Register, Access All Open Orders replaces the setting Open Floor Plan Section (Restaurant tab, Register Preferences). It is enabled by default for Admin Security Profiles only. Enable on other security profiles as needed.

This option alters the functionality of the Staff, Staff Maintenance setting (Security Profiles). Enabling Staff, Staff Maintenance now only grants access to Staff Details functions. It is enabled by default for Admin Security Profiles only. Enable on other security profiles, if needed, to allow staff access to Staff, Staff Maintenance.

Use Staff Details to add, maintain, and delete staff members. Additionally, time clock entry maintenance and work schedule creation tasks are performed by users with access Staff Details.

Define multiple Alternate SKUs for non-inventory items using the Inventory Options tab.

To define Alternate SKUs for inventory and non-inventory items, perform the following:

1. Navigate to the Item Details Inventory Options tab for an item.
2. Tap an empty SKU field in the Alternate SKU work area and enter an alternate SKU.
3. Tap the Description field and enter the description of the alternate SKU.
4. Tap Save after completing all changes on the Inventory Options tab.

All reports, receipts, and Register app labels reflect this change. The functionality of this feature has not changed.

If you elected to edit the name of this field in Settings > Account > Checkout Fee tab, your label is not changed by this update.

We’re always working to make Exatouch better for you and your teams. This release, we’ve made two user interface updates for occasional and frequent users.

Hide Scale View: Running multiple Exatouch Point of Sale systems with and without scales? Now the scale interface is hidden by default if a scale is not attached to a specific unit, simplifying users’ workflow.

Preference Settings: We’ve tweaked the look and feel of various preference work areas for ease of use and navigation.

Credit card payments may be entered manually using Exatouch in addition to your existing payment devices. Simply tap the Manual CC Entry button in the payment work area, tap Pay, then enter required and optional information to process the transaction.

Manual CC Entry simplifies order processing for pickup and delivery. Take and enter card information swiftly, complete transactions easily directly in the Exatouch Register app. Required fields are indicated by a red asterisk.

Enter a customer’s email address to email a copy of the receipt automatically.

Refunds are easy, too: quickly process full, partial, or open ended refunds using manually entered credit card information.

If your restaurant is set up for tipping, payment receipts for customers and merchants include a tip line, as do your no signature required receipts.

We’ve updated the Estimated Cash Deposit field, and added it to several reports and snapshots. The total for Est. Cash Deposit reflects the net cash for deposit minus all non-cash tips. If a negative number, it is displayed as a negative number, such as – $42.73.

Working in Offline Processing mode? Exatouch now checks for internet access  while stations are in offline mode, once every minute until access is restored. When a check restores internet access, the Register app returns to online processing of credit card transactions automatically.

Updating customer data? Make all the changes you need in the Customer Detail work area, then tap Save to save your changes to Exatouch and update the information via API to Factor4. A timestamp added to the Customer Detail work area updates when the Factor4 update is complete.

Updated the message for the EULA acceptance prompt for Merchants who have not accepted the Exatouch EULA: Your license is expiring in XX days, please contact support.

The Exatouch Altria AGDC file format has been updated to meet the format guidelines in effect as of 03/29/2020. To implement this change, upgrade to the current version of Exatouch. Once you upgrade, you can continue to send files the way you have in the past.

File Format Changes

• Field 38: Sends the last six digits of the customer phone number or member number on file in Exatouch, or the phone number captured at the time of sale.
• Field 39: Sends the Age Validation method used.
  • Scanned Manual Entry – the ID was barcode scanned or magnetic stripe swiped.
  • Other – the acceptable form of Government ID was used and properly overridden in Exatouch.
• Fields 40-45: Not in use. These fields are placeholders for future Altria reporting requirements.

After an Exatouch Upgrade:

• Any files generated after 03/29/2020 are sent in the new format.
• Files for dates before 03/29/2020 that are generated and sent after 03/29/2020 are sent in the new format.
• You can continue to send files the way you have in the past.