July Build Summary (10.2.1)

Returns/Refunds/Exchanges

Appeasements

What it does: Store associates can edit an order after it's been completed/fulfilled to provide a partial refund to provide appeasement to the customer at the item or order level (for any reason, such as a price match, delayed shipment, damaged item, poor customer experience, or overcharge).

Setting up is a three-step process: Configure the level of edit order you want to permit, set up the discount reason codes for item and order levels, and lastly, verify you have the correct approval policy set up and reason codes to limit edit orders and appeasement to specific roles.

1. To turn on edit order (including Appeasements):
   1. In the CMS, go to Store Management > Store Settings > OMS.
   2. Expand Advanced.
   3. Specify the types of edit order flows you want to approve under Allow Editing of Order (editOrderOptions), select one of these options:
      • EDIT_ORDER: Permits online orders to be edited (for example delete products, cancel order). This behaves the same as "Allow Editing of Order" (allowEditOrder)*. For more information on edit order functionalities and how they work, refer to this article.
      • APPEASEMENT: Permits price overrides on both in-store and online products.
      • EDIT_ORDER_AND_APPEASEMENT: Permits all functionalities supported in both order editing and appeasements
      • NOT_ALLOWED: Doesn't permit online orders to be edited (for example delete products, cancel order). This behaves the same as if "Allow Editing of Order" (allowEditOrder)* is turned off.
   4. Under Appeasement Policy Window In Days (appeasementPolicyWindowInDays), set the number of days allowed for editing an order. For example, if the window is set to 5 days, line item price overrides and transaction discounts won't be allowed after five days.
      

      Note All appeasement-related functionality adheres to the rules of the appeasement window:

      • EDIT_ORDER: Appeasement window is irrelevant
      • APPEASEMENT: If window has passed, no discounts can be applied at either the line or order level
      • EDIT_ORDER_AND_APPEASEMENT: If window has passed, discounts can only be applied at the order level, not at the item level
      • NOT_ALLOWED: Not applicable as order editing isn't allowed
   The "Allow Editing of Order" (allowEditOrder) flag will be deprecated and is currently supported only for app builds before version 10.2.1. For app builds 10.2.1 and later, use "Allow Editing of Order" (editOrderOptions), as the POS app doesn’t support the allowEditOrder flag.
2. Create reason codes:
   1. In CMS, go to Store Management > Reason Codes.
   2. Create codes for Item Level Discount and Transaction Level Discount. For more detailed instructions, refer to this article.
3. Create an approval return policy:
   1. In CMS, go to Store Management > Associates > Return Policy Configuration.
   2. Select Create in the upper right.
   3. Under Policy Feature, select "Appeasement."
   4. Under Approval Roles, select the roles allowed to complete appeasements on the POS app.

Learn more: Configuring Appeasements on the POS App

Inventory Management

Inventory Overview with Filter by Style

What it does: See your store's inventory by style (variant group ID). Users can ‌select a product to view detailed information for each variant of the product, including size, color, and variant group ID.

How to access on app: Configure the deep link in the menu where you want to access this report from:

1. Edit a layout, hamburger menu, or a tab.
2. Using the deep link picker, go to Store Associate > Inventory Management.
3. Select "Inventory Overview".
4. Save your changes.

Learn more: Inventory Overview in POS App

Analytics/Reporting

Reporting for Top Styles Sold—Available in App and CMS

What it does: New report in App and CMS allow you to see your top products sold to help you make selling and restocking decisions.

How to configure on app: Configure the deep link in the menu where you want to access this report from:

1. Edit a layout, hamburger menu, or a tab.
2. Using the deep link picker, go to Reporting.
3. Select "Top-selling Products Report".
4. Save your changes.

How to access on CMS:

1. Go to Reporting and Analytics > Report Builder.
2. Under Report Type, select "Products Sold."
3. Under Group Report By, select "Style."
4. Configure the rest of the filters as needed.

The report shows the product title, style (variant group ID), number of units sold, and gross sales (GMV). By default, the report displays results in descending order by units sold. Users have the option to download the report as a CSV file.

Note While each column can be sorted, the sorting applies only to the current page and not to the entire dataset.

Learn more: View Top Styles Sold Report

Customer Signups Report in CMS

What it does: New report in CMS that shows you the health of your clienteling and acquisition efforts. This report provides you with the ability to track and measure customer signups, loyalty, and number of guest vs. customer-linked checkouts. You can group the report by stores if you want to see how your store is doing. You can also group by associates if you want to see how each person is doing.

How to access: The report can be accessed in CMS by going to Store Management > Reporting and Analytics > Customer Signups.

Grouping the report by associate: When the report is grouped by associates, it displays associate-level aggregates of the below metrics:

Learn more: Customer Signups Report

BORIS as Value in GMV Report in CMS and App

If you have Buy Online, Return In-Store (BORIS) enabled, you can now see how much was refunded in our GMV report on App and CMS. This is useful in cases where you permit ecommerce returns in-store but measure performance on net sales vs. gross.

How to configure: Configure the deep link in the menu where you want to access this report from:

1. Edit a layout or hamburger menu.
2. Using the deep link picker, go to Reporting > Store Sales Report with Register Breakdown.
3. Set the link and save your changes.

Learn more: Sales and Hourly Sales Reports

Sales Metrics Label Revisions

What it does: Updated labels for sales metrics to industry standards. No calculations were changed, only the names/titles.

Learn more: Sales Reporting Glossary of Terms and Definitions

Core Platform

Gift Registry

What it does: Ability to search, sell, and return products from a Gift Registry that is made available through our new SPI.

Learn more: Managing Gift Registries on POS App

Cash Management

Cash Drawer Open at Start of Create Till

What it does: Updated till operations that permit store management to open the drawer before creating a till. This is best used in circumstances where you don’t remove the cash from the registers if closing the store and want to count before creating the till.

If the drawer is opened, it'll be recorded in the Electronic Journal as "No Sale" with a system-generated reason code of "Till Creation." The store associate can access the cash in the drawer. Note that the till won't be created until the starting amount is entered, and "Create Till" is selected.

Learn more: Till Management

Other Feature Enhancements