Product Release - ChangeLog

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When viewing the Cost of Goods Sold Report by Store at an above-store level, the Total Sales values are broken down per store.

• Accurately display store-level Total Sales when expanding a category.

• Correctly calculate % Sales based on the corrected totals.

This change was made so that above-store leaders could run the COGS report and when expanding a category, it will display each store's total sales value

The fix ensures that:

• Each store's sales are reflected in the report.

• The associated % of sales values is accurate.

This improves the integrity of above-store reporting, particularly for users managing multiple locations.

What and where is the Cost of Goods Sold (COGS) report?

v6.70 (06/10/2025)

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Toast discounts on checks containing only gift cards are now reporting in Decision Logic. Discounts are now captured and reported in DL even when no food or beverage items are present on the check.

This change was made because previously, order-level discounts on gift card-only checks weren’t reported in Decision Logic. Since there were no menu items on the check, we were unable to distribute the discount, so it was 'mapignored'.

Live

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We have improved how the Last Year Period-to-Date (LY PTD) values are calculated in the Budget Report.

Previously, LY columns were based on a fixed 364-day offset. Going forward, they align with the same fiscal period and week from the prior year.

This change ensures year-over-year comparisons are consistent, even when periods vary in length across years.

What and where is the Budget Report?

v6.69 (05/27/2025)

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We have made enhancements to ensure that inventory status updates are reflected more accurately on the Inventory Home screen of the Digital Manager application.

This update provides clearer, more reliable feedback after inventory is submitted, helping users stay confident in the accuracy of what they see on screen.

How do I enter regular & hot item Inventory through the Digital Manager mobile app?

v6.69 (05/27/2025)

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Routine System Maintenance

System improvements, backend updates, and bug fixes were implemented.

These changes were made as part of ongoing efforts to maintain system stability, enhance performance, and improve the overall user experience.

No user action is required for backend enhancements.

v6.68 (05/13/2025)

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Enhanced Digital Manager with a new date selector throughout the application and updated the KPI Dashboard.

Report Navigation Enhancements

• Report filters are now presented as top-level tabs, eliminating the need for dropdowns and streamlining report selection.

• Optimized card layout displays two cards per row, reducing scroll and enhancing readability.

• Field layout follows a natural reading order, and long field names, large values, and odd field counts are supported.

Advanced Date Selector Integration

• A redesigned calendar component has been implemented across Day, Week, and Period views.

• Date comparisons are now handled intelligently, with clear indicators showing what timeframe is being compared.

These enhancements deliver a modernized interface and more intuitive interactivity, enabling users to analyze KPIs with greater speed and clarity. The updated Digital Manager is designed for flexibility, performance, and a seamless user experience across devices and data views.

Decision Logic Digital Manager

v6.67 (04/29/2025)

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Bug fix for Employee Central, which included the following:

• Request Shift Swap

• Shift Pick Up

This change was made because users were temporarily unable to release or pick up shifts from the Employee Central application.

How do employees Swap Shifts on the Employee Central mobile app?

v6.67 (04/29/2025)

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Implemented enhancements to the Revel Point-of-Sale integration to optimize the functionality.

v6.67 (04/29/2025)

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Cook Chart PDF Generation for Prep Sheets

Added functionality allowing users to generate a "Cook Chart" PDF from the Prep Sheets page to assist team members in prepping items at regular time intervals.

Cook Chart PDF Output:

• Displays item name and recipe measures by time interval

• One table per location, with automatic page breaks and header repeat

This was implemented based on client feedback to know how much to prep every interval throughout the day without having to create multiple prep sheets.

This helps provide clear, time-based prepped quantities for the entire day to help reduce over-prepping and food waste.

How do I add, enter, and print Prep Sheets & Cook Charts?

v6.65 (04/15/2025)

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Updated Bid File Maintenance to enhance the way catch weight items appear.

Catch Weight flag is disabled:

• Catch Weight Actual labeled (CW) on the main table will display – instead of 0

• Catch Weight Actual field is hidden from the side sheet

Catch Weigh Flag is enabled:

• Updated the verbiage on the side sheet to display “Receive By“ instead of “Catch Weight Method“

This change was made to help improve accuracy and prevent misleading display of Catch Weight information for non-catch weight items.

How do I create, edit, & manage Bid File Maintenance?

v6.65 (04/15/2025)

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Users no longer need access to the Employee Roster to view Minor Tags in Labor Scheduler.

Previously, users without Employee Roster access could not see Minor Tags, which could lead to scheduling errors.

This will provide critical context for all users creating schedules.

How do I create, edit, and post employees’ schedules using the Labor Scheduler?

v6.65 (04/15/2025)

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Bug Fix Waste Entry on Digital Manager properly displays available waste items for all users.

This issue arose after restricting waste sheet items by store assignment, which unintentionally excluded items with no item type specified.

How do I log waste on the Digital Manager mobile app?

v6.65 (04/15/2025)

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The Bid File Maintenance summary view includes additional fields to provide better visibility into item configurations:

• Ingredient

• Rec MX (Recipe Multiplier & Measure)

• Inv MX (Inventory Multiplier & Measure)

This was included based on client feedback to make it easier to compare similar items and ensure accurate configurations.

How do I create, edit, & manage Bid File Maintenance?

v6.64 (04/01/2025)

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Improved Inventory Set management on the Ingredient Management page. Users that have permissions can add and remove ingredients from an inventory set.

These updates provide a more secure and consistent experience when managing inventory sets.

Ingredient Management

v6.64 (04/01/2025)

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Bug Fix. Weekly overtime is now correctly included in labor forecast wage calculations on Labor Scheduler.

These updates ensure labor forecasts align more accurately with actual labor costs.

How do I create, edit, and post employees’ schedules using the Labor Scheduler?

What and where is the Labor Scheduled vs. Actual (SvA) report?

v6.64 (04/01/2025)

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A Download button has been added to Bid File Maintenance, allowing users to export all bid file items for a selected distributor as a CSV file.

Replicates functionality from the legacy bid file maintenance page. This was a result from feedback for a need to compare distributor bid file items with their product catalogs.

How do I create, edit, & manage Bid File Maintenance?

v6.63 (03/18/2025)

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Routine System Maintenance

General improvements, including backend updates and minor bug fixes, were implemented.

These changes were made as part of ongoing efforts to maintain system stability, enhance performance, and improve the overall user experience.

v6.62 (03/04/2025)

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We have introduced new fields in Bid File Maintenance to help users differentiate between electronic updates from the distributor and manual updates made by users.

• Added Last Manual Update Date and Last Manually Updated By fields to the Bid File details sidesheet.

• The existing Last Updated field has been renamed to DC Sync Date, representing the last electronic update from the distributor.

• Manual edits to bid file will only update the Last Manual Update Date and Last Manually Updated By fields.

• Electronic updates from the distributor will only update DC Sync Date.

This update provides clarity on when and by whom a bid file item was last manually modified, helping users better track changes and review bid file updates.

How do I create, edit, & manage Bid File Maintenance?

v.6.61 (02/18/2025)

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Users can export their Invoice History search results as a CSV file.

• An Export button has been added next to the PDF button, visible only when there are rows in the table.

• Clicking Export downloads the currently visible results based on selected CRAS, date range, and filters.

This update allows users to easily export invoice history data for further analysis or reporting.

https://decisionlogic.atlassian.net/wiki/spaces/CKB/pages/8978447/How+do+I+manage+and+export+Invoices?search_id=82c23c66-cc2b-4581-bbf5-b2e015b86d5c&additional_analytics=queryHash---8f74e5015dd26f643c44ecc2cc35214ea8b8bc8837f922902c7855da1fba9d3e

v.6.61 (02/18/2025)

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Users with the appropriate permissions will be able to add, edit, and delete tax entries directly on the End of Day page when it is configured.

This enhancement gives managers more control over daily tax adjustments.

https://decisionlogic.atlassian.net/wiki/spaces/CKB/pages/1986363427

v.6.61 (02/18/2025)

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Inter-Unit Transfers (IUTs) use the accounting category assigned to ingredients instead of relying on the minimum bid file accounting category.

This ensures the IUT is using the accounting category that is currently assigned to the ingredient.

https://decisionlogic.atlassian.net/wiki/spaces/CKB/pages/10158145

v.6.61 (02/18/2025)

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We have improved the maintenance list functionality to automatically scroll to and display the selected item when a page is refreshed.

Some of the applicable pages this will affect are:

• Bid File Maintenance

• Report Group Maintenance

• Manage Hierarchy

Enhances usability by ensuring selected items remain visible after page reloads, reducing the need to manually scroll through large lists.

How do I create, edit, & manage Bid File Maintenance?

https://decisionlogic.atlassian.net/wiki/spaces/CKB/pages/3749249045

https://decisionlogic.atlassian.net/wiki/spaces/CKB/pages/4000415749

v.6.61 (02/18/2025)

Qu Clients

We have updated our Qu integration to pull in Exempt Sales and Exempt Taxes.
Clients using this Point of Sale will now see these new fields on their Daily Sales Report (DSR).

This change ensures better visibility and tracking of tax-exempt sales and taxes.

https://decisionlogic.atlassian.net/wiki/spaces/CKB/pages/1975255108/How+do+I+run+the+Daily+Sales+Report+DSR+what+information+does+it+provide?search_id=82c23c66-cc2b-4581-bbf5-b2e015b86d5c&additional_analytics=queryHash---261dc085a9d948f079ab650a35752b15b07ca52324ca1ab6dc8c38030c19ba6e

v.6.61 (02/18/2025)

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The new Bid File Maintenance page no longer requires a unique Bid File Display Description.

This change was made based on feedback reported from clients that there are times they need the same Description associated to multiple distributor items.

How do I create, edit, & manage Bid File Maintenance?

v.6.60 (02/04/2025)

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Improved Report Groups Maintenance

• Enhanced performance by optimizing scrolling behavior and a more intuitive interface.

• When making changes in the Configuration tab it will autosave your interactions.

This change was made to improve error handling, resolve inconsistencies in edit mode, and ensure a smoother overall user experience.

https://decisionlogic.atlassian.net/wiki/spaces/CKB/pages/3749249045

v.6.60 (02/04/2025)

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Above-store users now see only stores with completed inventories for selected date ranges in Cost of Goods Sold, IvA & TvA reporting.

There will be a warning on the page and provide a list of the stores that did not complete all the inventories for that selected date range and are excluded from the results.

This change was made to ensure that locations with missing inventories no longer affect the accuracy of Cost of Goods reporting, allowing for a more reliable assessment of overall performance.

https://decisionlogic.atlassian.net/wiki/spaces/CKB/pages/1970438232

v.6.60 (02/04/2025)

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Shelf Extensions exports now include a PPC Account Number column for each row.

This change was made to ensure accurate financial reporting.

https://decisionlogic.atlassian.net/wiki/spaces/CKB/pages/1853259855

v.6.60 (02/04/2025)

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Three separate configuration options have been added to allow more flexibility and automation in managing bid file items. These options include automatic configuration of new bid file items based on existing distributor group items, the ability to configure unknown bid files when receiving orders, and an Under Configured filter for the Bid File Maintenance page.

1. Automatic configuration of new bid file items.

2. Configure Unknown Bid Files when receiving orders.

3. Under Configured filter for Bid File Maintenance page.

• Configurations are copied from another Distributor Group item if:

  • Item Number, Broken Case Flag, Catch Weight Flag, and Force Flag match.

  • The item is not archived.

• If no matching Distributor Group item exists, no configuration changes are made.

• If multiple matching Distributor Group items exist with differing configurations, no configurations are copied.

• You can receive orders with unknown bid file items, and they will automatically be created and configured during the receiving process.

These three separate configurations enhance the management of bid file items by providing automated configuration options, improving the receiving process for unknown items, and giving admins a tool to identify and resolve under configured items quickly. Each option can be enabled based on client preferences, offering flexibility in how bid file items are handled.

https://decisionlogic.atlassian.net/wiki/spaces/CKB/pages/105042835

v.6.59 (01/21/2025)

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Bid File Maintenance page has been enhanced.

Improved type-ahead search functionality. The dropdowns have the ability to scroll using the mouse or arrow keys.

Optimized response times resulting in faster load times for distributors within a Distributor Group.

These changes were made based on feedback to improve the user experience.

How do I create, edit, & manage Bid File Maintenance?

v.6.59 (01/21/2025)

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POS Employee ID Block List Management.

Added a POS Block List tab on the New Stores Maintenance page.

Store admins can view the list of blocked POS Employee IDs for their store allowing them to do the following:

• Add POS Employee IDs to the block list.

• Remove POS Employee IDs from the block list.

This enhancement simplifies the management of blocked POS Employee IDs, enabling users to efficiently add or remove employees as needed to quickly address payroll blockers.

https://decisionlogic.atlassian.net/wiki/spaces/CKB/pages/4233232519

v.6.59 (01/21/2025)

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Above-store users now see only stores with completed inventories for selected date ranges in the Cost & Variance report.

There will be a warning on the page and provide a list of the stores that did not complete all the inventories for that selected date range and are excluded from the results.

This change was made to ensure that locations with missing inventories no longer affect the accuracy of Cost and Variance reporting, allowing for a more reliable assessment of overall performance.

https://decisionlogic.atlassian.net/wiki/spaces/CKB/pages/1975255154

v.6.59 (01/21/2025)

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Improved the performance of Employee Central for faster processing and quicker load times.

https://decisionlogic.atlassian.net/wiki/spaces/CKB/pages/376930352

v.6.59 (01/21/2025)