ESBD_453813_1757951817594_Attachment C - POS Software and Services - POS Functional Requirements.xlsx
XLSX spreadsheet 80 KB Posted
- Attached to
- Point of Sale Software and Services
- Solicitation number
- RFP2025-047
- Issued by
- Mclennan County, Wichita Falls City, Texas
About this file
This document is a detailed technical and functional requirements spreadsheet for a Point of Sale (POS) and Recreation Management Software system, prepared for a municipal government (likely the City of Waco, Texas). The comprehensive requirements document covers multiple operational modules including Core POS, Activity Management, Admissions and Ticketing, Customer Management, Facility Management, League Management, Merchandise and Inventory, Passes and Memberships, Donations, Golf Operations, and Concessions. The spreadsheet provides 682 specific functional requirements across these modules, with vendors expected to respond to each requirement by indicating the availability and proposed product(s) that will meet each specification.
The requirements emphasize robust, configurable software with extensive reporting capabilities, mobile interfaces, security features, and integration potential. Key focus areas include comprehensive customer management, flexible fee structures, advanced scheduling capabilities, inventory tracking, membership management, online registration and payment processing, and detailed audit and reporting functionalities. The system must support PCI-DSS compliance, multiple payment types, active directory authentication, and provide a device-agnostic solution with browser compatibility. Vendors are instructed to complete the spreadsheet by entering their company name and responding to each requirement with specific availability codes indicating out-of-the-box functionality, reporting tools, third-party solutions, customization needs, or future release capabilities.
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Instructions Vendor Name Enter Vendor Name In This Cell
| Instructions | Vendor Name | Enter Vendor Name In This Cell | |
| The instructions provided in this section represent how Proposers should complete the Excel attachment provided. Together they define a system that will operate efficiently while providing a high level of flexibility in meeting the Client's current and future data needs. Proposers must replace cell C2 on this page with their company name. | |||
| Each Proposer should review the requirements in the requirements tab. The outcomes relate to the business area and business function in that row. The responses should be entered under the “Availability” column of each form as follows: | |||
| Response Code | Description | ||
| Y | Functionality is provided out of the box through the completion of a task associated with a routine configurable area that includes, but is not limited to, user-defined fields, delivered or configurable workflows, alerts or notifications, standard import/export, table driven setups and standard reports with no changes. These configuration areas will not be affected by a future upgrade. The proposed services include implementation and training on this functionality, unless specifically excluded in the Statement of Work, as part of the deployment of the solution. | ||
| R | Functionality is provided through reports generated using proposed Reporting Tools. | ||
| T | Functionality is provided by proposed third party functionality (i.e., third party is defined as a separate software Vendor from the primary software Vendor). The pricing of all third-party products that provide this functionality MUST be included in the cost proposal. | ||
| M | Functionality is provided through customization to the application, including creation of a new workflow or development of a custom interface that may have an impact on future upgradability. | ||
| F | Functionality will be provided through a future general availability (GA) release that is scheduled to occur within 1 year of the proposal response. | ||
| N | Functionality is not provided | ||
| The Required Product(s) column is to be used to specify what product (e.g. product name / software module) is proposed. | |||
| Proposers proposing a multi-product solution should complete Technical business area specification response for each product. |
Client Name RFP Name - Attachment C Technical and Functional Requirements
Scope
| Instructions | ||
| Proposers can choose to respond to one or multiple scope areas, consistent with the rest of their proposal response. If the proposer is not bidding on a specific scope, the associated requirements can be left blank. Scope areas are by column: General POS, Concessions POS, and Golf POS. | ||
| Scope Options | ||
| General POS | Concessions POS | Golf POS |
| Core point of sale | Core point of sale | Core point of sale |
| General and technical | General and technical | General and technical |
| Activity management | Concessions/Restaurant | Golf |
| Admissions and ticketing | ||
| Customer management | ||
| Donation management | ||
| Facility management | ||
| League management | ||
| Merchandise and inventory | ||
| Passes and memberships |
Requirements
| Vendor | # | Module | Process Area | Requirement | Availability | Required Products | Comments |
| Enter Vendor Name In Instructions Tab | 1 | Activity management | Activity scheduling | Ability to accommodate exceptions for each activity based on Parks holiday schedule, exemptions for each class, exceptions based on facility availability | |||
| Enter Vendor Name In Instructions Tab | 2 | Activity management | Activity scheduling | Ability to configure one-time activities | |||
| Enter Vendor Name In Instructions Tab | 3 | Activity management | Activity scheduling | Ability to configure pattern/recurring activities using a highly-configurable pattern generator that allows sessions to repeat one day per week, multiple days per week, multiple days per week at different times during a day | |||
| Enter Vendor Name In Instructions Tab | 4 | Activity management | Activity scheduling | Ability to configure schedule options that can be applied to a facility | |||
| Enter Vendor Name In Instructions Tab | 5 | Activity management | Activity scheduling | Ability to configure sublocation attributes associated with a primary facility (e.g., rooms in a building) | |||
| Enter Vendor Name In Instructions Tab | 6 | Activity management | Activity set-up | Ability for recurring activities to have a limited number of customer spots | |||
| Enter Vendor Name In Instructions Tab | 7 | Activity management | Activity set-up | Ability for staff to easily search for program details and information based on program criteria such as description, dates, times, ages, grades, and locations | |||
| Enter Vendor Name In Instructions Tab | 8 | Activity management | Activity set-up | Ability to attach documents to each activity to be automatically emailed to participants after registration is processed | |||
| Enter Vendor Name In Instructions Tab | 9 | Activity management | Activity set-up | Ability to configure branching in custom questions as customers register for an event | |||
| Enter Vendor Name In Instructions Tab | 10 | Activity management | Activity set-up | Ability to configure colored tags attached to an activity that customers can search by and are availible in a calender view | |||
| Enter Vendor Name In Instructions Tab | 11 | Activity management | Activity set-up | Ability to configure multiple location attributes that can be applied to a facility (e.g., capacity constraint, indoor/outdoor) | |||
| Enter Vendor Name In Instructions Tab | 12 | Activity management | Activity set-up | Ability to configure multiple sections/sessions for each program allowing each section to have a different lead, location, cost, time but relate to the overall master program | |||
| Enter Vendor Name In Instructions Tab | 13 | Activity management | Activity set-up | Ability to configure relationships from each activity to a general ledger code in the financial system. | |||
| Enter Vendor Name In Instructions Tab | 14 | Activity management | Activity set-up | Ability to configure specific requirements for each program based on age, grade, gender, etc. | |||
| Enter Vendor Name In Instructions Tab | 15 | Activity management | Activity set-up | Ability to define and search based on user-defined program keywords (both within the native application and customer self-service portal) | |||
| Enter Vendor Name In Instructions Tab | 16 | Activity management | Activity set-up | Ability to easily show the number of participants currently enrolled in each program along with how many spots are available in a dashboard view | |||
| Enter Vendor Name In Instructions Tab | 17 | Activity management | Activity set-up | Ability to notify staff if class doesn’t meet minimum or has reached its maximum | |||
| Enter Vendor Name In Instructions Tab | 18 | Activity management | Activity set-up | Ability to set a maximum capacity for program and provide users with alternative programs when full | |||
| Enter Vendor Name In Instructions Tab | 19 | Activity management | Activity set-up | Ability to setup minimum and maximum enrollment numbers for each activity | |||
| Enter Vendor Name In Instructions Tab | 20 | Activity management | Activity set-up | Ability to support a copy/clone/batch process for configuring activities to support efficient development for a new season | |||
| Enter Vendor Name In Instructions Tab | 21 | Activity management | Customer self-service | Ability for public to register classes/programs online | |||
| Enter Vendor Name In Instructions Tab | 22 | Activity management | Customer self-service | Ability to automatically alert a customer through a customizable message during registration when customer does not meet activity requirements (e.g., age, grade, prerequisite, etc.) | |||
| Enter Vendor Name In Instructions Tab | 23 | Activity management | Customer self-service | Ability to automatically notify a user on the waitlist when a roster spot becomes available because of a cancellation/transfer from another participant | |||
| Enter Vendor Name In Instructions Tab | 24 | Activity management | Customer self-service | Ability to request special support for those with special needs including a comment box | |||
| Enter Vendor Name In Instructions Tab | 25 | Activity management | Group registration | Ability configure a group waitlist | |||
| Enter Vendor Name In Instructions Tab | 26 | Activity management | Group registration | Ability for customer to print uniquely numbered group tickets following an online registration | |||
| Enter Vendor Name In Instructions Tab | 27 | Activity management | Group registration | Ability for the system to automatically suggest similar activities for customers who attempt to register for specific trip date/time that is unavailable | |||
| Enter Vendor Name In Instructions Tab | 28 | Activity management | Group registration | Ability to automatically notify waitlist registrants when an opening is available for registration due to a cancellation or increased group capacity | |||
| Enter Vendor Name In Instructions Tab | 29 | Activity management | Group registration | Ability to configure custom questions to be asked during group registration that are available in standard reports | |||
| Enter Vendor Name In Instructions Tab | 30 | Activity management | Group registration | Ability to configure registration period of group to open and close a defined number of days before the event date | |||
| Enter Vendor Name In Instructions Tab | 31 | Activity management | Group registration | Ability to register in advance for a group online through a customer self service portal | |||
| Enter Vendor Name In Instructions Tab | 32 | Activity management | Group registration | System provides the ability to cancel a registrant from a group | |||
| Enter Vendor Name In Instructions Tab | 33 | Activity management | Group registration | System provides the ability to reschedule the date/time for a group and automatically notify registrants of the change through email | |||
| Enter Vendor Name In Instructions Tab | 34 | Activity management | Group registration | System provides the ability to transfer a registrant from a group to a new group | |||
| Enter Vendor Name In Instructions Tab | 35 | Activity management | Group reservations | Ability associate specific facilities with each group | |||
| Enter Vendor Name In Instructions Tab | 36 | Activity management | Group reservations | Ability to calculate group fees based on any combination of a highly-configurable number of parameters including (flat fee, # of registrants, registrant age/grade/residency, date of registration) | |||
| Enter Vendor Name In Instructions Tab | 37 | Activity management | Group reservations | Ability to associate waiver and rule letters with each group type | |||
| Enter Vendor Name In Instructions Tab | 38 | Activity management | Group reservations | Ability to configure required questions that associate with related fees based on yes/no response, quantity response, multi-choice response | |||
| Enter Vendor Name In Instructions Tab | 39 | Activity management | Group reservations | Ability to define multiple group types and group based on multiple categories | |||
| Enter Vendor Name In Instructions Tab | 40 | Activity management | Group reservations | Ability to set a maximum capacity for each group | |||
| Enter Vendor Name In Instructions Tab | 41 | Activity management | Manage registrations | Ability to configure a maximum waitlist for each activity | |||
| Enter Vendor Name In Instructions Tab | 42 | Activity management | Manage registrations | Ability to create and attach a waiver (individual or group waivers) | |||
| Enter Vendor Name In Instructions Tab | 43 | Activity management | Manage registrations | Ability to customize multiple registration forms and maintain question responses in the registration | |||
| Enter Vendor Name In Instructions Tab | 44 | Activity management | Manage registrations | Ability to enter freeform notes during registration that will print on roster | |||
| Enter Vendor Name In Instructions Tab | 45 | Activity management | Manage registrations | Ability to E-sign for waivers and documents | |||
| Enter Vendor Name In Instructions Tab | 46 | Activity management | Manage registrations | Ability to notify a program instructor/coordinator when a customer enrolls with a special condition/needs | |||
| Enter Vendor Name In Instructions Tab | 47 | Activity management | Manage registrations | Ability to register an individual or multiple family members in multiple activities without being required to reselect the individual or family for each program selected | |||
| Enter Vendor Name In Instructions Tab | 48 | Activity management | Manage registrations | Ability to suspend a class/activity until a certain set time frame, then to resume it in the future at a certain specified time | |||
| Enter Vendor Name In Instructions Tab | 49 | Activity management | Manage registrations | Ability to track class attendance either on a participation or exception basis | |||
| Enter Vendor Name In Instructions Tab | 50 | Activity management | Registration fees | Ability to automatically calculate discounts based on customer or transaction eligibility | |||
| Enter Vendor Name In Instructions Tab | 51 | Activity management | Registration fees | Ability to configure multiple sets of rates for each fee within each program to accommodate scheduled early, normal, and late registration amounts | |||
| Enter Vendor Name In Instructions Tab | 52 | Activity management | Registration fees | Ability to configure multiple types of fees for each activity including multiple rate structures based on user-based information (e.g. member, senior, military, etc.) | |||
| Enter Vendor Name In Instructions Tab | 53 | Activity management | Registration fees | Ability to flexibly configure activity fees based on per participant, flat fee, hourly fee, etc. | |||
| Enter Vendor Name In Instructions Tab | 54 | Activity management | Registration fees | Ability to track discounts separately by revenue category (e.g., discounts for league registration vs. discount for admission to a facility) | |||
| Enter Vendor Name In Instructions Tab | 55 | Activity management | Registration maintenance | Ability for customers to submit a program cancellation request online and select from a user-defined list of cancellation reasons | |||
| Enter Vendor Name In Instructions Tab | 56 | Activity management | Registration maintenance | Ability to perform transfer, cancellation, and refund processing for all participants of a program at once | |||
| Enter Vendor Name In Instructions Tab | 57 | Activity management | Registration maintenance | Ability to track guardian/parent authorizations for certain activities (i.e. movies, swimming, field trips, etc.) | |||
| Enter Vendor Name In Instructions Tab | 58 | Activity management | Registration maintenance | Ability to transfer an individual (or entire roster) from one activity to another | |||
| Enter Vendor Name In Instructions Tab | 59 | Activity management | Registration maintenance | When transferring an individual (or entire roster) from one activity to another, ability for the user to determine if the system will automatically account additional payment or refund of any fee difference or if any difference should be waived | |||
| Enter Vendor Name In Instructions Tab | 60 | Activity management | Registration process | Ability for customers to attach and upload documents to a registration when enrolling online | |||
| Enter Vendor Name In Instructions Tab | 61 | Activity management | Registration process | Ability to automatically notify a program instructor/coordinator/employee through email or system alert for a specific enrollment (i.e. class min/class max, cancellations or transfers) | |||
| Enter Vendor Name In Instructions Tab | 62 | Activity management | Registration process | System allows for all registrations for all modules performed online to "hold" capacity when the registration process is initiated and prevent users from being instructed that capacity is no longer available when finalizing a reservation/registration | |||
| Enter Vendor Name In Instructions Tab | 63 | Activity management | Report on activities | Ability to automatically send participants and instructors class evaluations once a class has been completed | |||
| Enter Vendor Name In Instructions Tab | 64 | Activity management | Report on activities | Ability to customize activity rosters and allow/provide highly configurable functionality to configure included information (e.g., address, phone, email, age, parent info, emergency contacts, medical info, etc.) | |||
| Enter Vendor Name In Instructions Tab | 65 | Activity management | Report on activities | Ability to generate a report including responses to any user-defined, non-financial questions configured for each activity | |||
| Enter Vendor Name In Instructions Tab | 66 | Activity management | Report on activities | Ability to generate an activity attendance sheet which lists participants for a specific session | |||
| Enter Vendor Name In Instructions Tab | 67 | Activity management | Report on activities | Ability to inquire and report on activities based on highly-configurable program groupings including categories, types, sub-types, program area, coordinator, and/or instructor | |||
| Enter Vendor Name In Instructions Tab | 68 | Activity management | Report on activities | Ability to see the facilities used for all completed activities | |||
| Enter Vendor Name In Instructions Tab | 69 | Activity management | Report on activities | System provides a group schedule report showing the all groups of a defined type and date range and the total remaining capacity for each group | |||
| Enter Vendor Name In Instructions Tab | 70 | Activity management | Report on activities | System provides the ability to print a group roster showing all group registrant names and the number of group tickets purchased | |||
| Enter Vendor Name In Instructions Tab | 71 | Admissions and ticketing | Configure ticket structures | Ability to accommodate multiple entities which record a portion of revenue. (e.g., a foundation that supports the entity, both the foundation and the entity record a portion of revenue) | |||
| Enter Vendor Name In Instructions Tab | 72 | Admissions and ticketing | Configure ticket structures | Ability to configure a maximum number of tickets based on facility | |||
| Enter Vendor Name In Instructions Tab | 73 | Admissions and ticketing | Configure ticket structures | Ability to configure a maximum number of tickets that can be sold per transaction | |||
| Enter Vendor Name In Instructions Tab | 74 | Admissions and ticketing | Configure ticket structures | Ability to configure discounts that vary based on day of the week (e.g., discount on Wednesday) | |||
| Enter Vendor Name In Instructions Tab | 75 | Admissions and ticketing | Configure ticket structures | Ability to configure multiple rate structures for tickets based on a packaged deal for multiple events | |||
| Enter Vendor Name In Instructions Tab | 76 | Admissions and ticketing | Configure ticket structures | Ability to configure non-reserved seating for open seating events | |||
| Enter Vendor Name In Instructions Tab | 77 | Admissions and ticketing | Configure ticket structures | Ability to configure rate structures for tickets based on date purchased (e.g., early bird discount) | |||
| Enter Vendor Name In Instructions Tab | 78 | Admissions and ticketing | Configure ticket structures | Ability to configure rate structures for tickets based on quantity of tickets purchased (e.g., if a certain quantity is purchased, the customer receives a discount on the per-ticket price) | |||
| Enter Vendor Name In Instructions Tab | 79 | Admissions and ticketing | Configure ticket structures | Ability to configure rate structures for tickets based on residency status | |||
| Enter Vendor Name In Instructions Tab | 80 | Admissions and ticketing | Configure ticket structures | Ability to configure rate structures for tickets based on ticket type based on user-defined categories (e.g., age range, veteran) | |||
| Enter Vendor Name In Instructions Tab | 81 | Admissions and ticketing | Configure ticket structures | Ability to perform ticket printing feature with customizable ticket layout options (that can be created/edited by the City) | |||
| Enter Vendor Name In Instructions Tab | 82 | Admissions and ticketing | Configure ticket structures | Ability to restrict the quantity of tickets available by prepopulated time periods (e.g., max of 50 tickets per hour) | |||
| Enter Vendor Name In Instructions Tab | 83 | Admissions and ticketing | Configure ticket structures | Ability to restrict the quantity of tickets available by user-defined time period (e.g., in a special time period) | |||
| Enter Vendor Name In Instructions Tab | 84 | Admissions and ticketing | Configure ticket structures | Ability to sell tickets on consignment (3rd party seller) | |||
| Enter Vendor Name In Instructions Tab | 85 | Admissions and ticketing | Issue tickets | Ability to cancel an event and all related tickets along with any refunds required | |||
| Enter Vendor Name In Instructions Tab | 86 | Admissions and ticketing | Issue tickets | Ability to configure pre-populated cancellation reasons that are required for reporting when cancelling an event (e.g., inclement weather) | |||
| Enter Vendor Name In Instructions Tab | 87 | Admissions and ticketing | Issue tickets | Ability to configure tickets with an added experience (e.g., entry to the facility + special tour) | |||
| Enter Vendor Name In Instructions Tab | 88 | Admissions and ticketing | Issue tickets | Ability to create tickets/entry passes that can be used for a defined time period (e.g., one month) | |||
| Enter Vendor Name In Instructions Tab | 89 | Admissions and ticketing | Issue tickets | Ability to create tickets/entry passes that can be used in association with the customer membership. When the membership expires, the pass will not work | |||
| Enter Vendor Name In Instructions Tab | 90 | Admissions and ticketing | Issue tickets | Ability to create tickets/entry passes that can be used more than one time | |||
| Enter Vendor Name In Instructions Tab | 91 | Admissions and ticketing | Issue tickets | Ability to exchange tickets and adjust pricing as needed | |||
| Enter Vendor Name In Instructions Tab | 92 | Admissions and ticketing | Issue tickets | Ability to offer a text or emailed ticket and receipt | |||
| Enter Vendor Name In Instructions Tab | 93 | Admissions and ticketing | Issue tickets | Ability to print a bar code on each ticket for validation at admission | |||
| Enter Vendor Name In Instructions Tab | 94 | Admissions and ticketing | Issue tickets | Ability to print thermal tickets directly from the system | |||
| Enter Vendor Name In Instructions Tab | 95 | Admissions and ticketing | Issue tickets | Ability to reprint tickets | |||
| Enter Vendor Name In Instructions Tab | 96 | Admissions and ticketing | Issue tickets | Ability to validate each ticket and track ticket redemption | |||
| Enter Vendor Name In Instructions Tab | 97 | Admissions and ticketing | Mobile capabilities | Ability for customers to view tickets on a mobile device | |||
| Enter Vendor Name In Instructions Tab | 98 | Admissions and ticketing | Mobile capabilities | Ability for staff to utilize a mobile/handheld device to scan tickets to remotely admit customers | |||
| Enter Vendor Name In Instructions Tab | 99 | Admissions and ticketing | Mobile capabilities | Ability to provide a mobile interface for purchasing tickets | |||
| Enter Vendor Name In Instructions Tab | 100 | Admissions and ticketing | Mobile capabilities | Ability to scan a ticket that a customer presents on a mobile device | |||
| Enter Vendor Name In Instructions Tab | 101 | Admissions and ticketing | Report on tickets | Ability to report on the quantity of tickets issued and remaining | |||
| Enter Vendor Name In Instructions Tab | 102 | Admissions and ticketing | Report on tickets | Ability to report on the ticket revenue by event type for a specific time period | |||
| Enter Vendor Name In Instructions Tab | 103 | Admissions and ticketing | Report on tickets | Ability to show trend reporting for ticket sales | |||
| Enter Vendor Name In Instructions Tab | 104 | Admissions and ticketing | Report on tickets | Ability to track the number of tickets scanned for admission vs. the number of tickets purchased | |||
| Enter Vendor Name In Instructions Tab | 105 | Concessions/Restaurant | Cashier management | Ability for cashiers to change physical locations | |||
| Enter Vendor Name In Instructions Tab | 106 | Concessions/Restaurant | Cashier management | Ability to distinguish the transactions processed by a cashier at multiple locations from each other | |||
| Enter Vendor Name In Instructions Tab | 107 | Concessions/Restaurant | Customer management | Ability to link concessions with a customer membership that exists in a separate system | |||
| Enter Vendor Name In Instructions Tab | 108 | Concessions/Restaurant | Customer management | Ability to text customers as their orders are ready | |||
| Enter Vendor Name In Instructions Tab | 109 | Concessions/Restaurant | Customer management | Ability to track sales by customer zip code | |||
| Enter Vendor Name In Instructions Tab | 110 | Concessions/Restaurant | Issue a receipt | Ability to print receipt in kitchen when an order is placed for preparation (concessions) | |||
| Enter Vendor Name In Instructions Tab | 111 | Concessions/Restaurant | Issue a receipt | Ability to text or email a receipt | |||
| Enter Vendor Name In Instructions Tab | 112 | Concessions/Restaurant | Item configuration | Ability to configure multiple locations that do not impact the inventory of the others (i.e., each location has its own inventory) | |||
| Enter Vendor Name In Instructions Tab | 113 | Concessions/Restaurant | Item configuration | Ability to configure multiple locations that utilize the same inventory types | |||
| Enter Vendor Name In Instructions Tab | 114 | Concessions/Restaurant | Item configuration | Ability to configure the cost of a food item | |||
| Enter Vendor Name In Instructions Tab | 115 | Concessions/Restaurant | Maintain inventory | Ability to configure spoilage that differs by item number | |||
| Enter Vendor Name In Instructions Tab | 116 | Concessions/Restaurant | Maintain inventory | Ability to create inventory recipes | |||
| Enter Vendor Name In Instructions Tab | 117 | Concessions/Restaurant | Maintain inventory | Ability to indicate that a prepared item utilized ingredients (i.e., inventory of the end product increases and its component ingredients decrease accordingly) | |||
| Enter Vendor Name In Instructions Tab | 118 | Concessions/Restaurant | Maintain inventory | Ability to mark items as spoiled on an as-needed basis | |||
| Enter Vendor Name In Instructions Tab | 119 | Concessions/Restaurant | Process an order | Ability for staff in the kitchen to change the status of an order | |||
| Enter Vendor Name In Instructions Tab | 120 | Concessions/Restaurant | Process an order | Ability for staff in the kitchen to mark an order as complete and remove it from the queue | |||
| Enter Vendor Name In Instructions Tab | 121 | Concessions/Restaurant | Process an order | Ability to prompt customers to confirm the order before it is sent to the kitchen | |||
| Enter Vendor Name In Instructions Tab | 122 | Concessions/Restaurant | Process an order | Ability to utilize a display screen in the kitchen that receives orders from the cashier | |||
| Enter Vendor Name In Instructions Tab | 123 | Concessions/Restaurant | Report on concessions | Ability to generate profit reports by food item (i.e., quantity sold * (sales price - cost of the item)) | |||
| Enter Vendor Name In Instructions Tab | 124 | Concessions/Restaurant | Report on concessions | Ability to provide a customer-facing order board that shows the status of orders | |||
| Enter Vendor Name In Instructions Tab | 125 | Concessions/Restaurant | Report on concessions | Ability to report on profit and loss by location | |||
| Enter Vendor Name In Instructions Tab | 126 | Concessions/Restaurant | Report on concessions | Ability to report on the average time to fulfill an order | |||
| Enter Vendor Name In Instructions Tab | 127 | Core point of sale | Cashier management | Ability to assign a physical location to each cash drawer | |||
| Enter Vendor Name In Instructions Tab | 128 | Core point of sale | Cashier management | Ability to assign multiple operators per drawer/register | |||
| Enter Vendor Name In Instructions Tab | 129 | Core point of sale | Cashier management | Ability to differentiate the cashier for each transaction | |||
| Enter Vendor Name In Instructions Tab | 130 | Core point of sale | Cashier management | Ability to provide a closeout report for each cashier at the end of a shift | |||
| Enter Vendor Name In Instructions Tab | 131 | Core point of sale | Cashier management | Ability to provide multiple drawer functionality | |||
| Enter Vendor Name In Instructions Tab | 132 | Core point of sale | Cashier management | Ability to set permissions by clerk/user | |||
| Enter Vendor Name In Instructions Tab | 133 | Core point of sale | Close a register | Ability to allow for discrepancies upon closeout in alignment with City-defined exception policy | |||
| Enter Vendor Name In Instructions Tab | 134 | Core point of sale | Close a register | Ability to assign a bank bag number to each deposit slip | |||
| Enter Vendor Name In Instructions Tab | 135 | Core point of sale | Close a register | Ability to assign a bank deposit reconcilement code with each department | |||
| Enter Vendor Name In Instructions Tab | 136 | Core point of sale | Close a register | Ability to assign a department to a batch and change the department on the batch without closing the batch | |||
| Enter Vendor Name In Instructions Tab | 137 | Core point of sale | Close a register | Ability to balance (cash out) by user/employee, assigned cash drawer, location, for any date range, any time range, by function, by general ledger account number, by cost center, by payment method, or for the entire system | |||
| Enter Vendor Name In Instructions Tab | 138 | Core point of sale | Close a register | Ability to balance cash drawers at any point in time | |||
| Enter Vendor Name In Instructions Tab | 139 | Core point of sale | Close a register | Ability to balance cash/checks for each receipt prior to release | |||
| Enter Vendor Name In Instructions Tab | 140 | Core point of sale | Close a register | Ability to close registers at the end of the day to a holding area until they are later approved and posted | |||
| Enter Vendor Name In Instructions Tab | 141 | Core point of sale | Close a register | Ability to distinguish among cash, check or credit card payment and to provide separate totals at days end to assist in balancing the drawer | |||
| Enter Vendor Name In Instructions Tab | 142 | Core point of sale | Close a register | Ability to edit and correct transaction errors prior to posting with proper authorization | |||
| Enter Vendor Name In Instructions Tab | 143 | Core point of sale | Close a register | Ability to enter cash count of bills and coins for each denomination for individual receipt balancing | |||
| Enter Vendor Name In Instructions Tab | 144 | Core point of sale | Close a register | Ability to generate a report for all closeouts with discrepancies | |||
| Enter Vendor Name In Instructions Tab | 145 | Core point of sale | Close a register | Ability to identify discrepancies by payment type upon closeout. | |||
| Enter Vendor Name In Instructions Tab | 146 | Core point of sale | Close a register | Ability to process NSF checks as a reversal to the original revenue posting | |||
| Enter Vendor Name In Instructions Tab | 147 | Core point of sale | Close a register | Ability to provide detail to support daily closing at the department/cash register level and monthly bank account reconciliation at the overall level | |||
| Enter Vendor Name In Instructions Tab | 148 | Core point of sale | Close a register | Ability to provide end-of-day check list by user detailing each check included in a deposit | |||
| Enter Vendor Name In Instructions Tab | 149 | Core point of sale | Close a register | Ability to settle batches individually or all open batches | |||
| Enter Vendor Name In Instructions Tab | 150 | Core point of sale | Close a register | Ability to summarize and post daily cash receipts by validated general ledger account | |||
| Enter Vendor Name In Instructions Tab | 151 | Core point of sale | Close a register | Ability to support multiple depository bank accounts and create separate bank deposit slips | |||
| Enter Vendor Name In Instructions Tab | 152 | Core point of sale | Customer and membership information | Ability to override who is making the payment versus the name on the account when processing a payment | |||
| Enter Vendor Name In Instructions Tab | 153 | Core point of sale | Customer and membership information | Ability to require payment reference information to be entered during transaction processing based on the payment type (e.g., zip code for cc) | |||
| Enter Vendor Name In Instructions Tab | 154 | Core point of sale | Generate a transaction | Ability to add customizable fields on transactions that can be reported on | |||
| Enter Vendor Name In Instructions Tab | 155 | Core point of sale | Generate a transaction | Ability to enter a reason code to require a reason for canceling any payment | |||
| Enter Vendor Name In Instructions Tab | 156 | Core point of sale | Generate a transaction | Ability to update and make changes to any part of a transaction at any point in the process, prior to the printing of the receipt | |||
| Enter Vendor Name In Instructions Tab | 157 | Core point of sale | Issue a receipt | Ability to include logo and contact information on the standard receipt. Allows for multiple logos based on location | |||
| Enter Vendor Name In Instructions Tab | 158 | Core point of sale | Issue a receipt | Ability to print a receipt and email a receipt at the time of the transaction | |||
| Enter Vendor Name In Instructions Tab | 159 | Core point of sale | Issue a receipt | Ability to print user configurable comments and messages on the receipt | |||
| Enter Vendor Name In Instructions Tab | 160 | Core point of sale | Issue a receipt | Ability to reprint any type of receipt | |||
| Enter Vendor Name In Instructions Tab | 161 | Core point of sale | Issue a receipt | Ability to track and search receipts by any field on the receipt | |||
| Enter Vendor Name In Instructions Tab | 162 | Core point of sale | Issue a receipt | Ability to view receipts online in the system and "drill-down or drill-around" to all related information such as the general ledger Account | |||
| Enter Vendor Name In Instructions Tab | 163 | Core point of sale | Mobile capabilities | Ability for staff to process mobile credit card transactions and text receipt to customer (either through an application or mobile device formatted web app) | |||
| Enter Vendor Name In Instructions Tab | 164 | Core point of sale | Mobile capabilities | Ability for staff to process payments on a mobile/handheld device | |||
| Enter Vendor Name In Instructions Tab | 165 | Core point of sale | Mobile capabilities | Ability to support mobile wallets | |||
| Enter Vendor Name In Instructions Tab | 166 | Core point of sale | Online payments | Ability for customers to input CC information on their account for usage by other customers attached to that account (parents provide permission for their children to use the credit card on their account) | |||
| Enter Vendor Name In Instructions Tab | 167 | Core point of sale | Online payments | Ability to accept website payments when the main system is non-operational (down for maintenance, etc.) and sync after the fact | |||
| Enter Vendor Name In Instructions Tab | 168 | Core point of sale | Online payments | System has the ability to process online payments made via credit/debit cards & electronic checks | |||
| Enter Vendor Name In Instructions Tab | 169 | Core point of sale | Online payments | System is capable of processing either one-time online payments or recurring online payments | |||
| Enter Vendor Name In Instructions Tab | 170 | Core point of sale | Process a refund | Ability for refund “from cash drawer now” to be limited to same day transactions only and only allowed to be processed by staff with appropriate permissions | |||
| Enter Vendor Name In Instructions Tab | 171 | Core point of sale | Process a refund | Ability for refunds to default to specific open general ledger accounts | |||
| Enter Vendor Name In Instructions Tab | 172 | Core point of sale | Process a refund | Ability to apply a refund to a customer's account based on how the original payment was made (e.g., to the credit card that completed the transaction) | |||
| Enter Vendor Name In Instructions Tab | 173 | Core point of sale | Process a refund | Ability to provide a mass refund for all customers who purchased a ticket in a certain timeframe | |||
| Enter Vendor Name In Instructions Tab | 174 | Core point of sale | Process a refund | Ability to provide a mass refund for all customers whose ticket/admission was scheduled in a certain timeframe (assuming payment by credit card) | |||
| Enter Vendor Name In Instructions Tab | 175 | Core point of sale | Process a refund | Ability to refund later from system and batch refund checks through an interface to the City's financial system | |||
| Enter Vendor Name In Instructions Tab | 176 | Core point of sale | Process a refund | Ability to select a specific payment to refund | |||
| Enter Vendor Name In Instructions Tab | 177 | Core point of sale | Process a refund | Ability to track all refunds in audit trail on the customer's account | |||
| Enter Vendor Name In Instructions Tab | 178 | Core point of sale | Process a refund | Apply split refund payment types (i.e., ability to process a refund with portions applied to multiple refund payment methods) | |||
| Enter Vendor Name In Instructions Tab | 179 | Core point of sale | Process payments | Ability for cash receipting solution to be certified to Check 21 compliance standards | |||
| Enter Vendor Name In Instructions Tab | 180 | Core point of sale | Process payments | Ability to accept multiple payment types including cash, checks, credit/debit cards, money order, and ACH | |||
| Enter Vendor Name In Instructions Tab | 181 | Core point of sale | Process payments | Ability to accommodate multiple payments for a single transaction | |||
| Enter Vendor Name In Instructions Tab | 182 | Core point of sale | Process payments | Ability to apply calculated sales tax to a dedicated sales tax liability account | |||
| Enter Vendor Name In Instructions Tab | 183 | Core point of sale | Process payments | Ability to assign how different sale items align to certain general ledger/chart segment codes | |||
| Enter Vendor Name In Instructions Tab | 184 | Core point of sale | Process payments | Ability to automatically deposit a check in the appropriate bank account | |||
| Enter Vendor Name In Instructions Tab | 185 | Core point of sale | Process payments | Ability to automatically sync transactions that occurred during a network outage | |||
| Enter Vendor Name In Instructions Tab | 186 | Core point of sale | Process payments | Ability to change the payment type (cash, check, credit card, etc.) without voiding a receipt | |||
| Enter Vendor Name In Instructions Tab | 187 | Core point of sale | Process payments | Ability to determine credit amount automatically and/or manually | |||
| Enter Vendor Name In Instructions Tab | 188 | Core point of sale | Process payments | Ability to process receipts offline in the system when the main system is non operational (down for maintenance, etc.) and upload after the fact | |||
| Enter Vendor Name In Instructions Tab | 189 | Core point of sale | Process payments | Ability to provide tap to pay functionality for credit/debit cards, and mobile device apps (e.g. applepay, venmo, paypal, zelle, etc.) | |||
| Enter Vendor Name In Instructions Tab | 190 | Core point of sale | Process payments | Ability to require digital signatures for credit card purchases | |||
| Enter Vendor Name In Instructions Tab | 191 | Core point of sale | Process payments | Ability to require staff to enter comments on specific user defined payment types | |||
| Enter Vendor Name In Instructions Tab | 192 | Core point of sale | Processing payments | Ability to define batches by payment types (cash, credit card, electronic checks, over the counter, mail, etc.) | |||
| Enter Vendor Name In Instructions Tab | 193 | Core point of sale | Processing payments | Ability to distinguish types of credit card payments (e.g., Visa, MasterCard, Discover, American Express) | |||
| Enter Vendor Name In Instructions Tab | 194 | Core point of sale | Provide discounts | Ability to accept barcoded coupons | |||
| Enter Vendor Name In Instructions Tab | 195 | Core point of sale | Provide discounts | Ability to configure and process coupons and discounts for any module within the system | |||
| Enter Vendor Name In Instructions Tab | 196 | Core point of sale | Provide discounts | Ability to configure general ledger accounts for each coupon/discount such that the discount/coupon reduction is applied to a different account than the revenue for the item/service purchased | |||
| Enter Vendor Name In Instructions Tab | 197 | Core point of sale | Provide discounts | Ability to configure multiple types of coupons (% discount off specific item, % discount off entire receipt, fixed amount off specific item, reduces sale amount for specific item) | |||
| Enter Vendor Name In Instructions Tab | 198 | Core point of sale | Provide discounts | Ability to generate a single barcoded coupon that can be processed at any location, but the accounting entry for the coupon is variable based on the location | |||
| Enter Vendor Name In Instructions Tab | 199 | Core point of sale | Provide discounts | Ability to track and report on coupon redemption by date, location, and item purchased | |||
| Enter Vendor Name In Instructions Tab | 200 | Core point of sale | Provide discounts | Ability to validate coupons based on the following: time of day, day of week, date range, location, item/service purchased, residency status, combination of several | |||
| Enter Vendor Name In Instructions Tab | 201 | Core point of sale | Record a transaction | Ability to calculate the amount of change due back from amount tendered | |||
| Enter Vendor Name In Instructions Tab | 202 | Core point of sale | Record a transaction | Ability to filter the list of transaction type/codes when processing a payment based on the user's location/department | |||
| Enter Vendor Name In Instructions Tab | 203 | Core point of sale | Record a transaction | Ability to quickly access a menu of transaction types/codes when accepting payments over-the-counter | |||
| Enter Vendor Name In Instructions Tab | 204 | Core point of sale | Record a transaction | Ability to restrict payment to cash only as directed by item alerts | |||
| Enter Vendor Name In Instructions Tab | 205 | Core point of sale | Record a transaction | Ability to search by transaction type/code when entering in a transaction | |||
| Enter Vendor Name In Instructions Tab | 206 | Core point of sale | Report on transactions | Ability to create a bank reconciliation report, listing amounts deposited into each account, and total deposits compared with cash receipts for that date | |||
| Enter Vendor Name In Instructions Tab | 207 | Core point of sale | Report on transactions | Ability to create a daily receipts detail report | |||
| Enter Vendor Name In Instructions Tab | 208 | Core point of sale | Report on transactions | Ability to create a detailed receipt report, showing receipt number, entry date, user name, notes, receipt type, payment method. Within receipt type, the report shows the general ledger note, general ledger number, bank code, and amount. Run by department, sorted by payment method | |||
| Enter Vendor Name In Instructions Tab | 209 | Core point of sale | Report on transactions | Ability to create a user/POS terminal productivity report, showing number of transactions processed per day, by operator, by POS terminal, and by transaction type | |||
| Enter Vendor Name In Instructions Tab | 210 | Core point of sale | Report on transactions | Ability to drill down from the general ledger code to the transaction and receipt information posted to the individual modules | |||
| Enter Vendor Name In Instructions Tab | 211 | Core point of sale | Report on transactions | Ability to generate a coupon/discount report showing discounts that have been applied to transactions for a given date range | |||
| Enter Vendor Name In Instructions Tab | 212 | Core point of sale | Report on transactions | Ability to generate a refund report that includes dollar value, receipt number, date, and time, payer of the original transaction, type of payment, and how the transaction was be refunded (check, cash, credit card, account credit) | |||
| Enter Vendor Name In Instructions Tab | 213 | Core point of sale | Report on transactions | Ability to maintain a complete audit trail for all transactions, including the transaction number of each receipt and general ledger transaction | |||
| Enter Vendor Name In Instructions Tab | 214 | Core point of sale | Report on transactions | Ability to sort POS transactions by key fields including division/department, date, transaction type, cashier, or any segment of the general ledger | |||
| Enter Vendor Name In Instructions Tab | 215 | Core point of sale | Report on transactions | System supports item-level reconciliation when a single transaction includes multiple charges (e.g., program registration, concessions, facility rental) | |||
| Enter Vendor Name In Instructions Tab | 216 | Core point of sale | Utilize POS hardware | Ability for default touch screen menus to be set based on multiple "users" (default/global touch screen, workstation/location, user group, individual user) | |||
| Enter Vendor Name In Instructions Tab | 217 | Core point of sale | Utilize POS hardware | Ability for touch screen POS sales screen to allow for user-defined touch buttons—size, color, function, type | |||
| Enter Vendor Name In Instructions Tab | 218 | Core point of sale | Utilize POS hardware | Ability to accommodate numerous POS terminals and chip readers and consolidate all POS terminal receipts at day's end | |||
| Enter Vendor Name In Instructions Tab | 219 | Core point of sale | Utilize POS hardware | Ability to integrate with point of sale devices including thermal receipt printers, wireless credit card terminals, and check scanners | |||
| Enter Vendor Name In Instructions Tab | 220 | Core point of sale | Utilize POS hardware | Ability to use barcode reader during customer checkout, which automatically updates inventory and adds to the total of the transaction | |||
| Enter Vendor Name In Instructions Tab | 221 | Core point of sale | Void a payment | Ability to delete (void) a single item during a transaction, without having to start the transaction over again | |||
| Enter Vendor Name In Instructions Tab | 222 | Core point of sale | Void a payment | Ability to void all or part of a transaction independent of batch status | |||
| Enter Vendor Name In Instructions Tab | 223 | Customer management | Communicate with customers | Ability for customers to automatically unsubscribe from specific mailing lists online | |||
| Enter Vendor Name In Instructions Tab | 224 | Customer management | Communicate with customers | Ability for customers to register for specific mailing lists online | |||
| Enter Vendor Name In Instructions Tab | 225 | Customer management | Communicate with customers | Ability for system to automatically notify members of schedule, location, time changes, etc. for activities/events for which they register by email or text | |||
| Enter Vendor Name In Instructions Tab | 226 | Customer management | Communicate with customers | Ability to configure cross-module discounted "bundles" of activities which can be registered/purchased as a single package for marketing purposes | |||
| Enter Vendor Name In Instructions Tab | 227 | Customer management | Communicate with customers | Ability to customize the email sender address for each broadcast email on-the-fly (from a global default sender email address) | |||
| Enter Vendor Name In Instructions Tab | 228 | Customer management | Communicate with customers | Ability to for the system to provide verification to the user that the email was successfully sent (receipt confirmation is not required) | |||
| Enter Vendor Name In Instructions Tab | 229 | Customer management | Communicate with customers | Ability to generate customizable mail merges to produce form letters directly from the system | |||
| Enter Vendor Name In Instructions Tab | 230 | Customer management | Communicate with customers | Ability to generate mailing labels and letters | |||
| Enter Vendor Name In Instructions Tab | 231 | Customer management | Communicate with customers | Ability to include a direct link to a feature customer self-service site in a broadcast email (such as a specific activity or facility) | |||
| Enter Vendor Name In Instructions Tab | 232 | Customer management | Communicate with customers | Ability to maintain multiple user-defined mailing lists | |||
| Enter Vendor Name In Instructions Tab | 233 | Customer management | Communicate with customers | Ability to manage email "bounce backs" or unsuccessful delivery notifications and generate a report of invalid emails to be updated | |||
| Enter Vendor Name In Instructions Tab | 234 | Customer management | Communicate with customers | Ability to personalize broadcast emails through "mail merge" functionality to include the customer name, transaction history, and other key database fields | |||
| Enter Vendor Name In Instructions Tab | 235 | Customer management | Communicate with customers | Ability to schedule broadcast emails to be sent at a specific time (e.g., off hours) based on an activity or for marketing purposes | |||
| Enter Vendor Name In Instructions Tab | 236 | Customer management | Communicate with customers | Ability to select/filter recipients for a broadcast email based on account transaction history | |||
| Enter Vendor Name In Instructions Tab | 237 | Customer management | Communicate with customers | Ability to select/filter recipients for a broadcast email based on current activity registrations (including the ability to select multiple activities, sessions, sections for the same message) | |||
| Enter Vendor Name In Instructions Tab | 238 | Customer management | Communicate with customers | Ability to select/filter recipients for a broadcast email based on membership status (including the ability to select multiple membership types) | |||
| Enter Vendor Name In Instructions Tab | 239 | Customer management | Customer self-service | Ability for customer access to be managed through a customizable user name and password and manage credentials online | |||
| Enter Vendor Name In Instructions Tab | 240 | Customer management | Customer self-service | Ability for customers to view their transaction history online | |||
| Enter Vendor Name In Instructions Tab | 241 | Customer management | Customer self-service | Ability to allow customers to create a new account online | |||
| Enter Vendor Name In Instructions Tab | 242 | Customer management | Customer self-service | Ability to allow customers to edit account information online (including updating contact information and adding new account members) | |||
| Enter Vendor Name In Instructions Tab | 243 | Customer management | Customer self-service | Ability to create direct links to specific features within the customer self-service site including links to specific activities, facilities, membership types, etc. | |||
| Enter Vendor Name In Instructions Tab | 244 | Customer management | Customer self-service | Ability to customize the content for each online transaction types including photos, videos, attached documents, and descriptions | |||
| Enter Vendor Name In Instructions Tab | 245 | Customer management | Customer self-service | Ability to display customizable waivers/hold harmless agreements for each online transaction type with “I Agree” and “I Disagree” buttons for customer input. If the customer selects the “I Disagree” option, the transaction is not completed | |||
| Enter Vendor Name In Instructions Tab | 246 | Customer management | Customer self-service | Ability to provide a QR code for customers to access specific features | |||
| Enter Vendor Name In Instructions Tab | 247 | Customer management | Customer self-service | Ability to provide detailed program search function allowing for customers to search for programs online. Flexible keyword search capability is required |
This is the start of the file's text. The full file is on GovTribe.
File details come from the government source that posted it. Updated .