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June Build Summary (10.1.1)

Build summary for Modern POS version 10.1.1, including what new features and changes it contains

Theme Feature Benefit
Core Platform Associate 360 New page that shows an associate their key performance metrics for better benchmarking (available in versions 10.0.1 and later)
Core Platform App configuration segmentation Target each app configuration to specific combinations of devices, roles, and locations. Consider a scenario where a store needs different app functionalities for managers and associates. Managers need a special app setup, like access to performance reports. Associate workers need a less special setup.
Core Platform Retain Quote ID If Point of Sale is the controller of quotes, merchants can select to keep the same quote ID if editing a quote.
Analytics / Reporting Tender Reconciliation Report Report ‌connections mismatches between order total and total tendered, giving you greater visibility to payment discrepancies
Inventory Management Inventory Lookup on Product Display Page (PDP) via SPIs Ability to show inventory by proximity to store location and estimated delivery date
Inventory Management Inventory Overview: Group by Variant View inventory by variant ID
Inventory Management Serialized Inventory - Cycle count, adjustments Expanded inventory operations to support Cycle Counts and Adjustments for serialized inventory
Payments Deposits at line level Ability to take an initial payment on a product that hasn't shipped, been fulfilled, or is being held
Payments Checks as Tender Type for No Receipt Returns Ability to accept checks as a tender for nonreceipted returns
New Receipt Tags New tags for Pay by Link Templates Added discount total, shipping total, and order total to Share Payment Link Email and Print Template
Other Feature Enhancements Various Various

Core POS

Associate 360

What it does: New page that shows an associate their key performance metrics ‌ for better benchmarking. Quotes are optional.

How to configure: Set up the deep link on any layout you like

The Associate 360 Deep Link in the POS ap.

Learn more: Access Associate 360 Report on the POS App

App Configuration Segmentation

What it does: Target each app configuration to specific combinations of devices, roles, and locations. Consider a scenario where a store needs different app functionalities for managers and associates. Managers need a special app setup, like access to performance reports. Associate workers need a less special setup.

How to configure:

  1. Creating New App Configuration
    1. In CMS, go to Apps.
    2. Select the + to create an app configuration.
    3. Select the app configuration type and select Next in the upper right corner.
    4. On the App Configuration Details screen, set the logo, fonts, and other related settings to customize the app's look and feel.
    5. iOS supports many fonts natively. You can type in a font name even if it doesn't appear in the dropdown list. These are license-free fonts available for use.
    6. Select Next. You are directed to the App Configuration Segment Preferences screen.
    The General Settings of the App Config Details screen in Point of Sale CMS.
  2. Setting App Configuration Segment Preferences
    1. In the App Configuration Segment Preferences screen, set the segmentation preferences. If Modern POS is selected as the app configuration type, set preferences at both the associate and manager levels.
    2. Turn on Is Default to set this app configuration as the default before associate login. Default app configs are marked with a blue Default label underneath them.
      Note
      Note If this is the first app configuration, the flag is turned on by default and unavailable.
    3. Select the device type for Device Type Segmentation (iPhone, iPad, or both).
    4. For Personnel Segmentation, select the personnel type:
      • Role: Multiselect dropdown to specify applicable roles
      • Store Associate: Multiselect dropdown to specify applicable users
      • All: This app configuration is available to all personnel
    5. For Location Segmentation, select the location type:
      • Store Group: Enter the store group ID
      • Store: Select the store ID
      • All: This app configuration is available to all locations
      • The Location Segmentation settings in Point of Sale CMS.

Learn more about editing and rules of precedence: App Configs in Point of Sale CMS

Retain Quote ID

What it does: If Retail Cloud is the controller of quotes, merchants can select to keep the same quote ID if editing a quote. If this option is enabled, resumed quotes use the existing quote ID. If it's turned off, a new quote ID is generated each time a resumed quote is saved again.

Note
Note If this setting is enabled, and a resumed quote is saved, the suspended cart won't be listed in the saved cart lookup. However, all changes are updated in the original quote.

How to configure: CMS Link

Turn on Keep the same Quote ID after the quote is resumed as a cart and then converted back to quote (retainQuoteIdOnResumedCart).

The Retail Quote ID setting in Point of Sale CMS.

Learn more about creating and managing quotes: Create and Manage Customer Quotes

Analytics/Reporting

Tender Reconciliation Report

What it does: Use this report to identify mismatches between order total and total tendered, giving you greater visibility to payment discrepancies

How to access: CMS Link

Key things to know:

  • You can tailor your search by transaction type (sale/return), store, order ID, and date range.Grouping transaction types by date range, transaction type, and order ID.
  • You can group results by None, which returns each order on a separate line. Grouping by date returns the sum of the results on one line for the selected date range.Group results by None in Point of Sale CMS.
  • If you have the report grouped by None, you can drill into tender details of an order you want more info on by selecting Details on the far right.The Tender Details report in Point of Sale CMS.

Learn more: Tender Reconciliation Report in Point of Sale

Inventory Management

Delivery Estimate by Zip via SPI

What it does: Ability to get a delivery estimate by ZIP code after the SPI and deeplink for window are configured

The Delivery Availability wundow in the POS app.

How to configure SPI:

  1. In CMS, go to Integrations > Custom Connectors.
  2. Create an integration by selecting Create.
  3. Under Connector Type, select "SPI".
  4. Under Endpoint Name, select "INVENTORY_BY_ZIPCODE".
  5. Under API Endpoint, provide the URL to get a product's inventory, for example https://sample/external/endpoint/product/zipcode/getAvailabilityInformation.
  6. Under Integration Type, select "HTTP_POST".
  7. Under JSON Headers, provide headers to be passed.
  8. Configure the rest of the fields as needed.
  9. Save your changes.

How to configure deep link

  1. Using the deep link picker, go to Store Associate > Inventory Availability.
  2. Set the deep link in the layout and save your changes.The Inventory Availabiloity Deep Link in Point of Sale CMS.

Learn more: https://help.salesforce.com/s/articleView?id=commerce.rt_pos_inventory_lookup_inventory_spis.htm&language=en_US

Inventory Overview via SPI

What it does: Inventory Overview window displays nearby store inventory. You see the product's availability counts for On-Hand, Allocated, Available, In Transit, and On Order.

The Inventory Overview widget in the POS app.

How to configure SPI

  1. In CMS, go to Integrations > Custom Connectors
  2. Create an integration by selecting Create.
  3. Under Connector Type, select "SPI".
  4. Under Endpoint Name, select "GET_PRODUCT_INVENTORY_OVERVIEW".
  5. Under API Endpoint, provide the URL to get a product's inventory, for example https://sample/external/endpoint/to/get/inventory/from/external/system.
  6. Under Integration Type, select "HTTP_POST".
  7. Under JSON Headers, provide headers to be passed.
  8. Configure the rest of the fields as needed.
  9. Save your changes.

How to configure CTA button to open a window on app:

  1. Edit ‌PDP layout.
  2. Edit or create a cell.
  3. On the right toolbar menu, go to Cell Content > Form Element.
  4. Under Field Type, select "Button".
  5. Under Button Text, enter the text you want to show on the PDP button (for example "Inventory Overview").
  6. Under Button Action, select "Inventory Panel".
  7. Configure the rest of the fields as needed.
  8. Set and save your changes.The Form Element Button setting in Point of Sale CMS.

Learn more: https://help.salesforce.com/s/articleView?id=commerce.rt_pos_inventory_lookup_inventory_spis.htm&language=en_US

Group by Variant Report

What it does: New filter to both CMS and App Inventory Overview Reports, giving you the ability to filter by variant group ID (style/color).

If the report is grouped by variant ID, it displays the inventory for all items within the same variant group, along with their variant group ID.

CMS: Link

The Variant Report in Point of Sale CMS.

App:

The Inventory Overview filters in the POS app in an app build before 10.7.1

Learn more: CMS, App

Cycle Count and Adjustments for Serialized Inventory

Point of Sale supports serialized inventory. It has more features to support serialized inventory for cycle counts and adjustments. If serialized inventory is enabled, scanning a serialized number prompts the associate to enter a serial number during a cycle count or inventory adjustment.

The Scan Serial Number window in the POS app.

Learn more: Inventory Management of Serialized Products

Payments

Deposits at Line Level

What it does: Point of Sale allows merchants to customize the required deposit percentage on the POS app. Through CMS configuration, rules can be set for regular or outlet store types. Merchants can define a default deposit or specify product-specific requirements using attributes and values. Fulfillment and shipping methods can also be configured to require full payment before checkout instead of a deposit.

Deposit details are displayed on the POS app in the cart, during returns, and if editing an order, and can also be found in TLogs. For credit card or Tap to Pay orders, Point of Sale supports tokenization for Adyen terminals, permitting merchants to use tokenized details for further payments.

Flow highlight:

  • If a product added to the cart meets the rules set in the deposit configuration settings, the required deposit is listed under the product details.The POS app showing a deposit required on purchases.
  • To make a deposit, initiate the multitender flow. The required deposit is the sum of the deposits for the products and tax. This deposit value can be edited, but if it's lower than the required amount, an error appears.The Deposit window in the POS app.
  • If using a credit card on an Adyen terminal, a shopper's consent window appears on the app. This is because the app receives tokenized details from the Adyen terminal, requiring consent. If consent is given, the credit card can be used to pay the deposit. After the order is placed, the tokenized details can be found in the TLogs.The Shopper Consent Required for deposit window in the POS app.

Learn how to configure: Configure Deposits at Item Level for POS

Check as Tender Type for Non-Receipted Returns

What it does: Ability to accept checks as a tender for nonreceipted returns

How to configure: CMS Link

Update your return policy to permit for checks as a tender type

No Receipt Returns settings in Retail Coud CMS.

New Receipt Tags

New Tags for Share Payment Link Template

What it does: Added discount total, shipping total, and order total to Share Payment Link Email and Print Template

Description Print Tag Email Tag
Total discount of the transaction :ps_o_discount {discount}
Shipping total of transaction :ps_o_shipping_charges {shipping_total}
Order total :ps_o_total {order_total}

Learn more: Receipt Print and Email Component Tags by Receipt Section

Other Feature Enhancements

Punchout: Custom Products Expansion of punchout that enables custom products to be passed into POS from a webview Supporting PunchOut Webpages on POS App
Avalara Connector: sending total quantity x price for tax calc Enhancement to our Avalara connector for more precise penny rounding N/A
Managing and Deleting Export Jobs Refresher on managing your export jobs. New functionality to delete inactive jobs. Configure and Manage Export Jobs
Void Cart Webhook Reason Codes New system reason codes for automatically voided carts, giving you more visibility into why a cart was voided https://help.salesforce.com/s/articleView?id=commerce.rt_pos_orders_process_export_suspend_void_data.htm&language=en_US
Custom Product Attributes in Order TLOG Custom string attributes are now included in the order JSON https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_export_tlog.htm&language=en_US
Customer Default Address Ability to set default address for customer in POS and NetSuite Integrate NetSuite ERP in CMS