TRAY 7.04 Combined Release Notes
TRAY® Product Release Notes
7.04 New Features & Enhancements
Client Enhancements (POS & KDS)
POS
POS Labor Percentage Report Toast Message & Header
Description
Going forward, when printing the POS Labor Percentage Report, the displayed toast message will reflect
the Labor Percentage Report. Similarly, the header printed on the report will reflect the Labor Percentage Report, as shown below:
Enhancement to Capture & Close DOE Checks on POS
Description
Going forward, we will now support the ability to capture a payment and close a check that was preauthorized using both Authorize.net and Amazon Pay from the POS.
Remove Toast Messages from Table Map Edits
Description
We have removed excessive toast messages that formerly displayed when making edits to table maps (i.e. combining, making unavailable, etc.):
'Item Customization' - Quick Add Functionality - POS
Description
We have made a modification to the ‘Item Customizations’ configuration within POS Settings to now show the following options:
POS Settings [HQ]
POS Settings [Device]
- Show Modifications - existing functionality where if the product has modifier groups, it
automatically shows
- Show Requirements - Only shows modifier groups if there is a modifier group that doesn’t have a default value/criteria met
- Always Show - always displayed
Similarly, this item customization functionality has been implemented at the Node Level, allowing changes to item customization to be pushed to any designated sites within that Node.
Example A
When the product configuration is set to ‘Quick Add’, the following product would be directly added to the cart without showing any modifications because the modifier group conditions are satisfied per the minimum/max and default combination.
Product 1
Mod Group 1 - Default Item 1, Min Adds 1
Mod Group 2 - Default Item 2, Min Adds 2, Max 4
Mod Group 3 - No Defaults, No Min, No Max
Example B
The product below would show the modifier groups even if set to ‘Quick Add’ because Mod Group 3 and Mod Group 4 have a required minimum value with no defaults selected, meaning that this modifier group requirement has not been satisfied per its configured requirements.
The corresponding product would automatically open to have Mod Group 3 displayed in ‘Tab View’ and within ‘List View’, it would scroll automatically to that mod group:
Product 1
Mod Group 1 - Default Item 1, Min Adds 1
Mod Group 2 - Default Item 2, Min Adds 2, Max 4
Mod Group 3 - No Defaults, Min Adds 2 , no max
Mod Group 4 - 1 Default, Min Adds 2 , no max
Add 100% Option - Split Payment UI
Description
As part of continued enhancements to the POS Split Payment UI, we have added another 'Split by Percent' option to allow a user to choose 100% and allocate the full payment amount to a single payment method, as shown below:
KDS
KDS Printer Settings Restrictions
Description
To enhance the existing printer UI, we will now be restricting editing capabilities across all fields, linking these restrictions to existing permissions.
Editing KDS Printer Settings will now be restricted to users with the appropriate permissions. If a staff member lacks the necessary permissions, they will be unable to make any edits.
Related Permission
- PrinterManagement - Ability to edit/manage KDS Printer Settings
Please note - the ‘Discover’ and ‘Test’ buttons will remain functional and accessible
DOE Receipt Printer Restrictions for ‘Third Party Receipt’ Configuration
Description
Going forward, we will no longer print DOE receipts automatically from any printer flagged as “third party receipts”.
Print Guest Label on Order Chits Behavior Enhancement
Description
Previously, if an order chit (Thermal or Impact) was printed and the order only had one guest, the appropriate Guest label was not printed. Going forward, if:
Check Guest count is greater than or equal to 1, each guest's items will be fired on a separate order If per order chit guest count = 1 and Guest has no name (appears as Guest 02) then do not print guest label
If per order chit guest count = 1 and Guest *has* name (appears as Sean Doherty instead of Guest
02) then print guest label (Should print as Sean Doherty)
If per order chit guest count > 1 then print guest label (Should print as either Guest count label or Guest Name, respectively)
If per order chit guest count > 1 and 'All Guests' and some named guest is on the order then print guest label or guest name for guest, and all other items under ‘Unassigned items’
Server Enhancements (HQ, API, DataAPI)
Cash Owed Report - Include Other Tips for ‘All Terminals’ Selection
Description
Previously, if a user running the Cash Owed Report selected ‘All Terminals’ within their filter selection, ‘Other Tips’ was not displayed due to some tips being generated from external orders. Going forward, we have added consideration for these types of external orders within the ‘All Terminals’ selection, which will now display ‘Other Tips’ from orders that originated outside of the TRAY POS on the TRAY HQ Cash Owed Report.
Send Push Notification From Jobs Server for Closed Checks
Description
Going forward, we will send the appropriate Push Notifications from the Jobs Server whenever a check is closed.
Offline Support Migration from Device Template to Operations Tab
Description
The Offline Mode configurations for TRAY Offline Support, as well as all of the associated configurations, previously existed within the POS/KDS Device Settings. As part of this feature, we have migrated all of the Offline Support configurations to the Site Settings → Operations → Offline Mode Tab at the Site Level within TRAY HQ:
Related Permissions
- View Offline Mode - Permission to view the ‘Offline Mode’ Tab
- Edit Offline Mode - Permission to update the Offline Mode configurations
Similarly, we will be logging the usage of the Offline Mode Permissions within the HQ POS Activity
Report, with relevant detail of the usage within the 'Description' field, as shown below:
Offline Mode Heartbeat Data - Send Latest Device
Description
In offline mode heartbeat data, we will now send the last device that requested the current device to go into offline mode.
Unique & Mandatory EID Support - Pay Classes
Description
As part of the continued effort to enforce unique and mandatory EIDs across TRAY HQ, we will now be implementing unique and mandatory EID validation for Pay Classes:
Timestamps for Out of Stock Report - 86’ed Items
Description
As an enhancement to the HQ Out of Stock report, users will now be able to track the total time that an item was 86’d (out of stock), as shown below:
HQ Out of Stock Report
Going forward, when a product is in the 86’d state, the Out of Stock Report will display the un86’ed time and duration so the report view is able to understand the amount of time that item was unavailable. When the item is made available again, the timestamp for availability will be displayed so the user is able to understand the total duration the item was made out of stock.
Please note - When 7.04 is deployed, the Out of Stock Report will not show existing 86’d products. However, the report will display any newly 86/un-86 item details made after the deployment has been completed.
HQ Activity Report - Product Push
Description
We have implemented changes to the Product Push details within the HQ Activity Report to include more relevant information about the respective push, as shown below:
Similarly, the 'Product(s)' and 'Site(s)' search fields will also be dynamic, easily allowing the user to search for a product or site from within either list and updating the details across both categories accordingly.
Daily Sales Report Enhancements
Description
We have made the following enhancements to the TRAY HQ Daily Sales Report, as shown
below:
HQ Daily Sales Report
- Main Categories will show Count, Net, Deductions (Comps + Discounts), Gross (Net Sales +
Deductions).
- Tax is no longer considered for Gross Sales which will impact the Order Summary, Financial Management, Printed Sales Summary, and Printed Server Checkout Reports
- Tax Summary Report
- Display the cumulative total for the date range selection by tax category, ordered alphabetically. This will match the Tax Summary Report when comparing data for the same date range.
- ‘Other’ Service Charges
- Display the detail of ‘Count’ and ‘Amount’ for each service charge item in alphabetical order.
- Tenders Breakdown by Payment Processor
- If there is only one processor for the date range selected, we will only show that single processor.
- However, if a site is using more than one Payment Processor, then we will show the breakdown with the names listed, as displayed below:
- FreedomPay
- net
- Magensa
- TSYS
- Merchant Link
- Service Type
- Remove ‘Tables’, ‘Tables Count’ and ‘Avg/ Table’
- Add Deductions (comps + discounts) by Service and Gross (net sales + deductions)
Please note - the impacted Reports for the updated Gross Sales Calculations are:
- Order Summary Report [HQ]
- Financial Management Report [HQ]
- Printed Sales Summary [POS]
- Printed Server Checkout [POS]
Require OLO Staff and OLO Default Mapping
Description
Going forward, users will not be able to add or edit the OLO Integration until:
- A relevant Olo Staff member has been designated in HQ
- The default mapping has been added for the corresponding staff member
Move Pricing Schedule and Allergens to the Base Modifiers
Prior to this change, the ‘Allergens' and 'Pricing Schedule' for modifiers were hosted within a modifier group which restricted the end user, as it required the user to set these values from one place for all applicable items.
As a part of this story, we have made the following changes:
Removed ‘Allergens' and 'Pricing Schedule’ fields from the modifier group modifier and moved these values to the base modifier at the respective site and node level
Placed both ‘Allergens’ and ‘Pricing Schedule’ fields within the ‘Add' and 'Edit’ dialogs for base modifiers at both the site and node level.
The HQ Activity will log the corresponding addition or modification details
Existing assigned ‘Allergens' and 'Pricing Schedule’ from modifier group modifier will move to the corresponding base modifier.
Site <> site and site <> node imports and any menu/product pushes will update the allergens and pricing schedule fields of the base modifier, ensuring these changes are published to the corresponding site.
Any pricing import will update the pricing schedule of the base modifier
Report Export Header Enhancements
Description
We have made changes to the exported Excel, PDF, and CSV versions of the following HQ reports to now display a more comprehensive header detail:
Menu Mix Report
Deposits Report
No Sales Report
Example Menu Mix PDF Export
Header Additions
Period from and to: corresponds to the date or date range selected for the report (mm/dd/yyyy) Site(s) selected: the name of the site(s) selected
HQ Username
Date and time when the report was exported
Bottom for the PDF version: - Page Number of Total Pages - Remove Tool Tip for Modifier Group Base Price
Description
Currently, site level users are not aware of pricing overrides, leading to confusion when the corresponding tool tip is displayed. To prevent this, we have removed the corresponding tool tip when global pricing overrides is disabled:
HQ Activity Report - Track Employee API Addition & Updates
Description
Going forward, users will be able to track any of the additions or changes made to HQ users via the Employee API within the TRAY HQ Activity Report:
HQ Activity Report
Report Visuals - Configurable Services
Description
Given the variety across ‘Service’ names, and to allow for flexibility within the system, we have now made the ‘Services’ display configurable for Report Visual functionality, allowing the HQ user to customize their view by designated service type accordingly:
DataAPI
Update Employee API to Accept EmployeeId
Description
Prior to this change, the Employee API was only accepting the internal ID of the employee in order to update the corresponding staff. Going forward, we will allow integrators to update the internal ID using the configurable employee ID as a parameter.
Please note - Given that employee ID is only unique per store, the site ID will also be needed. If a staff account does not have an employee ID, they will not be able to be updated through the Employee API.
Products API - Add Main Categories
Description
Currently we do not expose main categories anywhere in the Data API. This story will add main category details to the products API:
v3/products
{noformat} "products": [
{
"id": 0,
"name": "string",
"categoryId": 0,
"categoryEid": 0,
"categoryName": "string",
"mainCategoryName": "string"
"mainCategoryEid": 0
"mainCategoryId": 0
"status": "string",
"type": "string",
"giftCardDetails": {
"subType": "string",
"giftCardAction": "string",
"giftCardAmount": 0
},
"productGroupName": "string",
"productGroupEID": 0,
"productGroupID": "string",
"plu": "string"
}
]{noformat}
Field Details
"mainCategoryName": "string"
* Name of the main category assigned to the product’s category
"mainCategoryEid"
* Enterprise ID of the main category assigned to the product’s category
"mainCategoryId"
* ID of the main category assigned to the product’s category
Discounts API - Add Main Category
Description
To allow users to view main categories for discounts, we have added the ‘Main Category’ field to the Discounts API, as shown below:
Discounts API
{noformat}{
"discountTypes": [
{
"id": 0,
"eid": 0,
"name": "string",
"discountMainCategory": "string"
"status": "string",
"checkLevel": true
}
]
}{noformat}
Field Details
"discountMainCategory": "string"
Name of the Main Category assigned to the discount Gift Cards API - Add Cash Out and Void Actions
Description
Prior to this change, the Gift Cards API only supported reload, issue, and wipe actions. Given that our system also supports the ability to void and cash out gift cards, the API will now also support the ability to send those records.
Cash Outs
action: “Cash out”
amount: amount the gift card was cashed out for
Values should match what we have in the gift cards report
Voids
action: “Void”
amount: amount the gift card was voided for
Values should match what we have in the gift cards report
Bug Fixes
Client
Cart Payment History Display with Keyboard
Description
Going forward, when the keyboard display appears on the Cart Payment Screen, it will overlap with the existing UI and not move the UI to account for the keyboard.
Refunding & Voiding Payment Issue
Description
We have restricted a user's ability to void a DOE check from the Refund Check UI, which was previously leading to issues and error messages displaying on the POS screen. Going forward, the user will now see an updated error message that says: 'ALERT not supported on the POS':
Disable Check Transfer Functionality in Offline Mode
In order to prevent data sync conflicts or integrity issues when the system reconnects after being in offline mode, we will be disabling Check Transfer Functionality in Offline Mode. As part of this restriction, we will:
- Prevent users from initiating a check to other check transfers in offline mode.
- Prevent users to transfer to a new check in offline mode.
- Ensure appropriate messaging is shown to the user when this action is attempted offline:
- “Transfer to *{action name}* is not supported in offline mode.”
Fix Suggested Gratuity Calculation for Split/Partial Payments
Description
We have implemented the following updated for the Suggested Gratuity Calculations:
Suggested gratuity should be based on Net Sales (pre-tax, pre-comp, pre-discount items only).
Exclude tax, fees, service charges, donations etc. from the calculation.
Similarly, we now ensure that the correct gratuity distribution across payments:
If a check is split (e.g., $100 total, two $50 payments), each payment receipt should show suggested gratuity only for the portion of the check being paid.
The second payment should not show gratuity for the full check—only for the remaining balance.
Sunmi T2s Prints an Extra Chit of Paper After Each Successful Print
Description
We have resolved an issue where the Sunmi T2s was printing an extra 0.5" chit of paper after every print.
Server
Invisible Modifier Group Changes Push and Import Behavior
Description
Previously, when a modifier group was made invisible at the Node Level, and the user made a change to the name of that invisible modifier group, the corresponding changes were being updated with any subsequent product push or menu push from the Node > Site. Going forward, any changes to invisible modifier groups will now be pushed appropriately.
Menu Subsection Image Upload/Delete not Triggering Publish Indicator
Description
When uploading, editing or deleting a menu or subsection image within the HQ Menu UI, the publish indicator was not triggered, leading to issues publishing the corresponding changes. Going forward, uploading, editing or deleting a menu or subsection image will now trigger the corresponding publish indicator so users are aware of changes that need to be published.
Out of Stock Report: Fields Missing in Downloaded CSV/Excel Report
Description
We have resolved an issue where the ‘Period From’ and ‘Name’ fields were missing in the CSV and Excel Downloaded Reports for the TRAY HQ Out of Stock Report. Going forward, the ‘Period From’ and ‘Name’ fields will be consistently available in all formats (CSV, Excel, and PDF) of the TRAY HQ Out of Stock Report.
Clicking Save Button Multiple Times Creates Multiple Products
Description
Prior to this change, when creating a product in HQ, if the user clicked the 'save' button multiple times, the system was generating multiples of the same product. Going forward, the system will only create one product even if the user selects 'save' multiple times.
Staff Import File - Social Security Number Rejecting Hyphens
Description
We have resolved an issue where users were seeing the following error message: 'SSN must be a number' when dashes are present in the SSN value within the staff import file. Going forward, the following format will be supported when importing staff SSNs using the staff import file in TRAY HQ: XXX-XX-XXXX (i.e. hyphens supported).
Product/Menu Push/Import - Support for Add On Items
Description
We have resolved an issue where Add-On Items were not getting properly assigned to their linked products as part of menu/product push, even though the corresponding product was being pushed. Going forward, add-on items will now be appropriately assigned as part of any menu or product push.
Sales Tax Discrepancy - Printed Receipts & TRAY HQ Reports
Description
We have resolved an issue with third party tax amounts where printed receipts were showing a different sales tax total than what was being displayed across TRAY HQ Reports (Daily Sales Report, Orders Report). Going forward, the sales tax amount printed on third party receipts will match the amount displayed across all TRAY HQ Reports.
Product Countdown UI Issue
Description
We have resolved an issue within the Product Countdown UI that was caused by the corresponding countdown list only having one item included. Going forward, we will display the Product Countdown list appropriately, even when only one item exists on the list.
Break Time not Reflected in v2/TimeClockAudit API Response
Description
We have resolved an issue where the ‘Break Time Out’ was not being reflected in the v2/timeClockAudit API Response
Break objects in the array will contain both:
{
"timeIn": "2025-04-10T11:30:00Z", "timeOut": "2025-04-10T12:00:00Z",
...
}
Menu Filters Unapply When Saving Changes to a Product
Description
We have fixed an issue where filtered results were removed after saving change to a menu item. This was happening if the user leveraged any of the filtering options or the search option and applied for saving products and also for changing the product’s visibility status. Going forward, the applied filters will persist even when saving changes to a product.
SourceOrderId not persisting in venue_tabs.external_order_id column as part of v0/orders API
Description
As part of v0/orders API, external integrators send SourceOrderId in the request. We have addressed an issue where the SourceOrderID was not getting persisted in the venue_tabs.external_order_id column which also led to issues voiding ETAB orders from the POS.
Staff Summary Report Showing Blank Page for Single Record
Description
We have resolved an issue where the Staff Summary Report was showing a blank page when there was only a single record’s worth of data.
Missing Tax Data for Comped, Voided, and Discounted Items in Multi-Item Orders
Description
We have resolved an issue where the tax array was not populated for comped, voided, or discounted items in combination order scenarios. Going forward, the tax array will reflect the tax configuration for each item, even if the item is comped, voided, or discounted, for accurate reporting and tracking.
Missing Tax Data When Applying Tax Exempt to an Order in Offline Mode
Description
We have resolved an issue where the tax array was empty when a tax-exempt order is processed in offline mode. Going forward, even if an order is marked as tax-exempt, the tax array should contain relevant details reflecting the exemption.
Resolution for Tax Discrepancies - Tax Inclusive Modifiers
Description
We have resolved issues reported for incorrect tax amounts being calculated when a Tax Inclusive modifier/sub-modifier is added to the cart.