.. index:: ! NorthStar NorthStar POS ============= Contents: This guide will show you how to setup NovaDine and NorthStar to communicate for online ordering .. toctree:: :maxdepth: 2 Overview -------- You will need to complete the below steps to configure and allow NorthStar to communicate with NovaDine: * :ref:`Send Site ID to NovaDine ` * :ref:`Create Access Token ` * :ref:`Enable restaurant for Online Ordering ` * :ref:`Create Areas for Online Ordering ` * :ref:`Create Locations for Online Ordering Area ` * :ref:`Enable Online Ordering in NorthStar ` * :ref:`Create Alternate Payment Types for Online Ordering ` * :ref:`Create 'Comment Item' ` * :ref:`Create 'Open Item' ` * :ref:`Deploy updates ` * :ref:`Coupon Setup (Optional) ` .. warning:: Please be aware that any changes made in NorthStar ECM will require a deploy and then a reboot of the onsite server before they will take effect in NovaDine. Please see :ref:`Deploy Site Updates ` for additional information. After setup, please refer to the Troubleshooting sections for additional assistance: NorthStar Setup --------------- .. _NSsiteid: Site ID ``````` To locate your Site ID in NorthStar: 1. Log in to ECM 2. Go to Sites > Sites and Groups 3. Copy the Site ID for the applicable site 4. Send the copied code to NovaDine labeled as Site ID .. image:: images/NorthStar/Find_site_id.png .. _NStoken: Access Token ```````````` To create an Access Token in NorthStar: 1. Log in to ECM 2. From the top navigation menu, navigate to Admin > Access Tokens 3. Click *Add New Token* 4. Add a Token Label for your token. This can be the name of the company that will use this token (NovaDine). .. image:: images/NorthStar/Create_access_token.png 5. Click *Create* * A token–which looks like a random series of letters, numbers, and symbols–will be generated and the following message will display: .. image:: images/NorthStar/Copy_access_token.png 6. Copy the Access Token and send to NovaDine to provide access to your data labeled as Access Token 7. Click *Close* to dismiss the window * The new access token will appear masked in the access tokens grid .. _NSenableolo: Enable Online Ordering `````````````````````` To enable your restaurant for Online Ordering in NorthStar: 1. Log in to ECM 2. Go to Sites > Sites and Groups 3. Edit Site by clicking the pencil icon 4. Click *Online Ordering* Tab 5. Select *"Enabled for Online Ordering?"* 6. Enter the site's public IP address under IP Address * This is the public IP address of the local server, usually at the restaurant * Using the public IP address requires that the site have port 8081 open on their NorthStar Order Entry server 7. Click *Apply* to save the configuration .. image:: images/NorthStar/Enable_olo.png .. _NSarea: Create Online Ordering Areas ```````````````````````````` You will need to create an Area in NorthStar for each Service Type that you plan to offer online. These could include Online Ordering Pick-up, Online Ordering Catering Pick-up, Online Ordering Delivery, Online Ordering GrubHub, etc. To create an Area for Online Ordering in NorthStar: 1. Log in to ECM 2. Go to Sites > Sites and Groups 3. Edit Site by clicking the pencil icon 4. Click *Areas* Tab, then click *Add Area*, which opens the Add - Area page .. image:: images/NorthStar/Add_area.png 5. Enter a name and description for the area, but the External Code field should be left empty (a number will auto-populate the field) 6. Click *Save* to save the configuration and close the window .. image:: images/NorthStar/Add_area_page.png 7. Repeat the above steps to create an Online Ordering Area for each Service Type that you will be offering online 8. Click the pencil icon beside the Areas that you just created and copy the External Codes that were auto-populated 9. Send the copied codes to NovaDine labeled with the appropriate service type .. _NSlocations: Create Locations for Online Ordering Areas `````````````````````````````````````````` To create Locations for an Online Ordering Area in NorthStar: 1. Log in to ECM 2. Go to Sites > Sites and Groups 3. Edit Site by clicking the pencil icon 4. Click *Areas* Tab, then click the pencil icon beside the Online Ordering Area 5. Select the *Locations* Tab, then click *Add Location*, which opens the Add - Location page .. image:: images/NorthStar/Add_location.png 6. Enter the number of locations to be added (enter at least enough to accomodate the number of orders you expect to receive in one day), along with any other required fields 7. Click *Save* to save the configuration and close the window .. image:: images/NorthStar/Add_location_page.png Add Area Day Part Menu to Area Setup ```````````````````````````````````` Add Area Day Part Menus to the Online Ordering Area in NorthStar: 1. Log in to ECM 2. Go to Sites > Sites and Groups 3. Edit Site by clicking the pencil icon 4. Click *Areas* Tab, then click the pencil icon next to the Area that you use for Online Ordering - this will bring up the Edit Area screen 5. Click the *Area Day Part Menus* Tab, then click the *Add Day Part Menu* button 6. Select the appropriate Day Part and the Menu that will be used for Online Ordering 7. Click *Save* 8. Repeat steps 5-7 for each Menu that is used for Online Ordering .. _NSecreatepayment: Create Alternate Payment Types to be accepted for Online Ordering ````````````````````````````````````````````````````````````````` You can create an Alternate Payment Type in NorthStar for each Payment Type that you wish to differentiate for online ordering for reporting purposes. These could include Gift Cards, Grubhub, DoorDash, etc. To create Alternate Payment Types in NorthStar: 1. Log in to ECM 2. Go to Financial > Alternate Payments 3. Click *Add Alternate Payment* button and enter the name and description to identify what the payment type will be used for (Gift Cards, Grubhub, DoorDash, etc.) 4. Enter any other required information, but the External Code field should be left empty (a number will auto-populate the field) 5. Click *Active* to make the alternate payment active 6. Click *Save* to save the new payment type and close the window .. image:: images/NorthStar/Add_payment.png 7. Repeat the above steps for each Alternate Payment option that will need to be available for online ordering 8. Copy and paste the list of the new Alternate Payments created and the corresponding External Codes and send to NovaDine .. _NSDineinarea: Creating a Dine-In Area ``````````````````````` In order for NorthStar to properly display the table # in use for the customer's order, you will need to create an Area in ECM with a unique location setup. For directions, please refer to the below: 1. Login to ECM 2. Go to Sites > Sites and Groups 3. Edit Site by clicking the pencil icon 4. Click *Areas* Tab, then click *Add Area*, which opens the Add - Area page .. image:: images/NorthStar/Add_area.png 5. Enter a name and description for the area, but the External Code field should be left empty (a number will auto-populate the field) 6. Click *Save* to save the configuration and close the window .. image:: images/NorthStar/Add_area_page.png 7. Edit the newly created area by clicking the pencil icon. 8. Select the *Locations* Tab, then select *Add Location(s)* 9. Specify the number of locations to create 10. Confirm relevant *Order Types* are selected under *Available Order Types* 11. Select *Save* 12. After locations are created, update the *External Code* for each to match the specified Table Number - This will allow for NovaDine to transmit the table # directly to NorthStar and be displayed on the in-store printout .. image:: images/NorthStar/Add_dine_in.png .. note:: Please ensure that you make this new area *Available* for the site's Web Ordering Areas. For directions, please see :ref:`Enabling Integration for the Site ` .. _NSenablearea: Enabling Integration for the Site ````````````````````````````````` To make Online Ordering available in Web Ordering API on Northstar: 1. Log in to ECM 2. Go to Sites > Sites and Groups 3. Click *Integrations* Tab 4. Click *Web Ordering API* tab 5. Select *Enable Web Ordering* 6. Mark any **Web Ordering Alternate Payment Options** and **Web Ordering Areas** that will be used for online ordering as *Available* on this tab. At least one Web Ordering Alternate Payment Options and Web Ordering Areas will need to be selected as the *Default* 7. Click *Save* to save the configuration and close the window .. image:: images/NorthStar/Enable_areas.png .. _NSitemcomment: Create 'Comment' Item for Special Instructions at the Item Level ```````````````````````````````````````````````````````````````` If you wish to allow special instructions or comments at the item level with your online ordering, you'll need to create a zero-priced item in NorthStar and assign it to the menu that will be used for online ordering. To create a 'Comment' item: 1. Log in to ECM 2. Go to Products > Menu Items 3. Click **+ Add Menu Item** button and select the Item Type from the drop-down (Ex: Misc. Items) 4. Enter *Item Comment* as the item name and any additional information that you want 5. Click *Save* .. image:: images/NorthStar/Add_comment.png .. note:: For Curbside Check-in, a notification of customer arrival will be sent to the POS as an order comment item and print in the kitchen. In order for the notification to print, print routing must be configured for the order comment item. .. _NSopenitem: Create 'Open Item' for Sending Unavailable Items to the POS ``````````````````````````````````````````````````````````` A miscellaneous, zero-priced item should be created in NorthStar called 'Open Item' to allow orders to push to the POS, even when an item error occurs (Ex: item is marked as unavailable in the POS while customer is placing an order online. Open item allows order to send through to the POS successfully). To create an 'Open Item': 1. Log in to ECM 2. Go to Products > Menu Items 3. Click **+ Add Menu Item** button and select 'Misc Item Sales' from the drop-down .. image:: images/NorthStar/Open_item.png 4. Enter *Open Item* as the item name and any additional information that you want. Be sure to select *Print Zero Priced Item*, so that any zero priced items will still print in the kitchen 5. Click *Save* .. image:: images/NorthStar/Open_item1.png .. _NSdeploy: Deploy Site Updates ```````````````````` To deploy the updates that you just made in NorthStar to the site: 1. Run a site deploy to the site - no need to do any web deploy. That is only for online ordering through Northstar. Since you are doing online ordering through NovaDine, you will just need to do the normal site deploy. .. image:: images/NorthStar/Deploy_site.png 2. Once you have deployed the site updates, please restart your onsite server for all changes to take effect. Optional Features ````````````````` .. _NScoupons: Coupon Setup ............ In order for NovaDine to successfully send discounts/coupons to NorthStar, you will need to add an adjustment reason for each discount type you plan to offer. To setup an Adjustment Reason in Northstar: 1. Log in to ECM 2. Go to Financial > Adjustment Reasons 3. Click *Add Adjustment Reason* 4. Enter the following information, specific to your coupon: - Description - Select *Discount* from the Adjustment Type drop-down - Enter a *Default Amount* and specify by Dollars. *This must be set to 'Dollar' to allow proper total calculations of orders when sent to the POS* - Enable the *Active* checkbox - Enable the *Allow user to change amount* checkbox 5. Click *Save and Edit* .. image:: images/NorthStar/Coupons.png 6. Under the *Sites* sub-tab, make the Adjustment Reason Active for the appropriate Sites (Locations) where this coupon/adjustment will be used .. image:: images/NorthStar/Coupons_Sites.png 7. Click the *Menu Item Categories* sub-tab and select the categories that this coupon/adjustment should apply to 8. Click *Save* .. image:: images/NorthStar/Coupons_Cats.png .. _DeliveryFee: Delivery Fee Configuration (for Self-delivery or DaaS) ...................................................... In order for NovaDine to pass down a Delivery Fee to your POS, you must create a Delivery Surcharge in Brink or the order will have an order total mismatch. For NorthStar to accept the delivery fee, it needs to be setup as a gratuity. To create a Delivery Fee/Gratuity in NorthStar: 1. Log in to ECM 2. Go to Financial > Gratuities 3. Choose *Add Gratuity* and ensure the settings below are in place for this gratuity: * Description * Gratuity Type: Manual * Settings: - Amount = 0.00 - Dollar = Selected - Enable the *Active* checkbox - Enable the *Allow user to change amount* checkbox 4. Select *Save* 5. Navigate to the *Sites* drop-down, select *Sites and Groups* and deploy the changes .. image:: images/NorthStar/Del_gratuity.png .. _trouble-NS: Troubleshooting --------------- * **Why aren't the changes that I made in ECM displaying in NovaDine?** Please confirm that you deployed the changes that you made in ECM to the store(s). For more information on Site Deploy, please see the `Northstar Documentation `_. * **Why are my orders stuck in *Sent to POS* status?** Please confirm with your NovaDine rep that webhooks have been registered with Northstar. Error Messages `````````````` * **POS Error:** This event is logged on the Event Logging Tab in management when NovaDine encounters an error communicating with the POS. These errors will begin with 'Exception while sending order to POS: HandlingFailedError: Unexpected result submitting NorthStar order:' followed by the specific error from NorthStar. Order Errors ............ - *invalid_area:* The area is invalid for web ordering. Please confirm the following: a. The :ref:`Online Ordering Area has been created ` in NorthStar b. The :ref:`Online Ordering Area has been enabled ` in NorthStar - *invalid_location:* Location does not exist for the site. Please confirm the following: a. :ref:`Locations have been created ` for the Online Ordering Area in NorthStar - *invalid_order_type:* Un-supported order type (valid order types are TakeOut = 1, Delivery = 2). - *invalid_payment_option:* The payment is invalid for web ordering. Please confirm the following: a. Confirm the payment is created and *Active* in ECM (This would affect all locations). See :ref:`Create Alternate Payment Types for Online Ordering ` for more information b. Confirm the payment is *Available* for "Web Ordering Alternate Payment Options" in the site's ECM (This would only affect specific locations). See :ref:`Enable Online Ordering in NorthStar ` for more information - *invalid_pickup_time:* Pick up time is null or does not include the kitchen volume time. (Kitchen volume time is a setting in NorthStar ECM used to forecast the time it takes to prepare an order. You can retrieve the volume time using the sites get end point.) This error typically occurs when the order is sent to the POS without enough time to prepare. - *no_locations_available_for_area:* All locations for an area are currently assigned. (choose a different area or increase the number of locations for the area). Please confirm the following: a. :ref:`Locations have been created ` for the Online Ordering Area in NorthStar b. Confirm that the area's locations are *Active* c. All past tickets have been closed out of the area Coupon/Loyalty Issues ..................... - *invalid_adjustment_reason:* The order's coupon (discount) is not being recognized as valid in the store's POS. Please confirm the following: a. Confirm the *Adjustment Reason* is set to *Active* in ECM. b. Confirm the *Adjustment Reason* is set to *Discount* for 'Adjustment Type' - *There are no eligible items for the selected adjustment: **AdjustmentReasonName**:* The items on the order are not available for the discount in ECM, or the discount is excluded from the item in ECM. Confirm the following: a. All appropriate menu item categories are set to *Active* for the Adjustment Reason in ECM. See :ref:`Coupon Setup (Optional) ` for additional information. b. The order's items are not excluded from the coupon (Adjustment Reason). To do this, access your ECM's *Menu Items* tab, edit the item in question, select the *Adjustment Exclusions* subtab and confirm the Adjustment Reason is not excluded for the items on this order. - Orders containing coupons are returning total calculation errors. Confirm the following: a. Confirm the *Adjustment Reason* is configured as a Dollar Amount to allow proper total calculations when the orders are submitted b. Confirm the *Adjustment Reason* has *Allow user to change amount* enabled Menu Issues ........... - *component_unavailable:* A picklist member on the order is not being recognized as available with it's accompanied parent item. Please review the below for resolution: a. If the component should be active, confirm that it's configured correctly for the site's menu in ECM. Confirm that it is set as *Active* under the parent item's component category. b. If the component should be inactive, deploy the site from ECM. This will automatically trigger a menu import for the location. - *menuitem_unavailable:* An item on the order is not being recognized as available when submitted to the POS. Please review the below for resolution: a. If the item should be active, confirm that it is configured correctly for the site's menu in ECM b. If the item is inactive, deploy the site from ECM. This will automatically trigger a menu import for the location - *Exception downloading NorthStar menu: ReadTimeout:* This implies that we're unable to connect to NorthStar to download the location's menu. Connection at the POS should be confirmed, and if the issue persists, please reach out to NorthStar support for assistance .. note:: Please see `NorthStar documentation`__ for additional POS Errors that are not listed above. .. - *submit_order_error:* Submitted order could not be scheduled .. note:: Please see `NorthStar documentation`__ for additional POS Errors that are not listed above. .. _NSerrors: https://cbsnorthstar.atlassian.net/wiki/spaces/ORDERENTRY/pages/169674564/Errors __ NSerrors_