August Build Summary (10.3.1)

Core Platform

Capture Customer Information on Returns

What it does: You can now capture customer information for both online and offline returns so you never miss a clienteling moment

How to configure:

1. Create a Customer Information Layout (refer to this article).
2. In CMS, go to Store Management > Store Settings > Clienteling to customize the Customer Information Layout Mappings.
3. Edit the setting, "Customer Information Capture Configuration (customerInfoConfig)".
4. Select a layout for the Transaction Type of Return. This store setting functions similarly to the app configuration setting "Customer Info Layout (CustomerInfoLayoutID)." From app builds 10.3.1 onwards, it's advised to use the Customer Information Capture Configuration (customerInfoConfig) instead.
5. Optionally, turn on "Customer Info Required for Receipt Return" to mandate customer information for receipted returns. Select a layout for Return to turn on this setting.
6. Optionally, turn on "Customer Info Required for No Receipt Return (NRR)" to mandate customer information for nonreceipted returns. Select a layout for Return to turn on this setting.

Learn more: Capturing Customer Information for Returns with Point of Sale

Verifying Starting Till Amounts

What it does: Set minimum and maximum cash alert limits to prevent incorrect starting till amounts from being entered, creating issues in closing downstream.

How to configure:

1. In CMS, go to Store Management > Store Settings > Store Register.
2. Under "Default Till Range for Starting Till Amount (StartingTillRange)", select the pencil icon to edit this setting.
3. Set the minimum and maximum amounts. This is an optional setting. If no amounts are set, the app won't check against the entered starting cash amount.
4. Set and save your changes.

Learn more: Managing Tills in Point of Sale

Omni

Customize Credit Refund Policies

What it does: Configure refund processors according to the order type (in-store, online, mixed cart, or web order), and the order controller for credit card orders.

How to configure:

1. In CMS, go to Store Management > Return Policy Configuration.
2. Under "Refund Processing Policies for Credit Cards", edit a policy for the order type. In-store, Endless Aisle, and Mixed Cart orders are placed in-store. Endless aisle orders are online orders placed in-store. Web Order refers to ecommerce orders placed outside Salesforce.
3. On the next screen, select a processor under Refund Processor. For more information on available processor types, refer to Refund System Options.
4. Save your changes.

Learn more: Configure Point of Sale Refund Processing Policies for Credit Cards

Serialized Products at Checkout

What it does: Support serialized products for all in-store fulfillment types. If a serialized product is added to the cart, users are prompted to enter or scan its serial number.

How to configure:

1. Configure Product Feed - Serialized products are configured through the Product Feed
2. In the Product Feed, for each serialized product, create a dedicated boolean column indicating whether serialization is required. Products marked True require a serial number for in-store checkout. You can label this column as needed, as is later be mapped to the SerialNumberRequired field on the Product Field Mappings. A Sample Feed is provided for reference.
3. Upload the feed manually or schedule it.
4. Configure Product Field Mappings—Validate serialized products on the POS app by configuring Field Mappings
5. After successfully uploading the feed, configure Field Mappings in the CMS by going to Feeds > Field Mappings > Products.
6. Locate the serialized column under Source Field and map it to "SerialNumberRequired" under Target Fields.
7. Save your changes.

Learn more: Omnichannel: Serialized Products

SPI

Validate Single-Use Promotion Codes (SUPCs) Promotions via SPI

What it does: New SPI validates SUPCs outside the Point of Sale Promotion Engine. Codes are first checked in the Salesforce system, then in the merchant's external system if not found.

How to configure:

1. In CMS, go to Integrations > Custom Connectors.
2. Select Create in the upper right.
3. Under Connector Type, select "SPI".
4. Under Endpoint Name, select "SUPC_PROMOTION_CODE_VALIDATION."
5. Under API Endpoint, provide the external endpoint for validating SUPCs.
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.

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

Shipping Method by Delivery Group SPI

What it does: Assign a single shipping method to all items in a delivery group

How to configure:

1. In CMS, go to Integrations > Custom Connectors.
2. Select Create in the upper right.
3. Under Connector Type, select "SPI".
4. Under Endpoint Name, select "DELIVERY_GROUP."
5. Under API Endpoint, provide the external endpoint to get delivery groups.
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.

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

SPI Validation for Employee Discounts Enhancement

What it does: Employee Discount Validation SPI now includes support for promotionID.

How to configure:

1. In CMS, go to Integrations > Custom Connectors.
2. Select Create in the upper right.
3. Under Connector Type, select "SPI".
4. Under Endpoint Name, select "VERIFY_EMPLOYEE - Verify Employee"
5. Under API Endpoint, provide the external endpoint to get delivery groups.
6. Under Integration Type, select "HTTP_POST."
7. Under JSON Headers, enter "{"contentType": "application/json"}".
8. Save your changes.

Learn more: Configure Employee Discounts in Point of Sale

Analytics/Reporting

Quotes Report

What it does: New report allows store teams to track ‌quotes that have been created and converted for a given period. Store managers can use this report for a snapshot of store-level performance, or to view and compare creation and conversion metrics across their associates.

Learn more: Access Quotes Report in Point of Sale

Monitoring and Alerting

Email Alerts for Order Export Failures

Point of Sale's Monitoring Policy alerts merchants about important events and problems related to feed uploads, failed orders, and more. By setting up a monitoring policy, users can specify email addresses to receive alerts for subscription or application-based events.

Learn more: Policy Management & User Subscription Setting

Other Feature Enhancements