March Build Summary (10.8.1)

Build summary for Modern POS version 10.8.1, including what new features and changes it contains.

Feature Benefit
Core Platform  
New at no additional cost Shipping Promotion V2 Adds support for a new version of at no additional cost shipping promotions, storing discount details in the JSON and establishing compatibility with delivery groupings
New Transaction Type for Returns in Edit/Appeasement Scenarios Introduces new transaction types in the Electronic Journal to track refunds processed through edits or appeasements for a specified day or date range
Safe Management Override Implements a new approval policy allowing authorized users to edit safe management settings
Automated Payment Reversal for Failed Orders Allows merchants using Adyen to automate payment reversals for failed orders due to network disruptions or API errors, reducing manual intervention
Discounts  
Cumulative Discounts for Multiple Edits or Appeasements Enhances discount handling by allowing cumulative discounts across multiple edits or appeasements
Inventory Management  
Scheduled Inventory Event Daily Export Enhances the CMS Inventory Event Export with scheduled export capabilities
Fulfillment, Order Headers, and Customer Details Improves ROPIS, BOPIS, and BOFIS flows by displaying customer email and phone number if available
Other Various

Core Platform

New at no additional cost Shipping Promotion V2

What it does: Adds support for a new version of at no additional cost shipping promotions, storing discount details in the JSON and establishing compatibility with delivery groupings.

As of March 2025, Salesforce offers two types of at no additional cost shipping (V1 and V2). Each version has different features. See the table for a comparison.

At no additional cost Shipping V1 At no additional cost Shipping V2
App build prerequisite: 10.7.1 or earlier App build prerequisite: 10.8.1 or greater
Apply a shipping discount for all promotions that qualify for at no additional cost shipping Apply a shipping discount for all promotions that qualify for at no additional cost shipping
Record shipping charges and discounts in TLogs and JSON Record shipping charges and discounts in TLogs and JSON
Print shipping charges on receipts Compatibility with delivery groupings
  Print shipping charges and discounts on receipts
Important
Important To use V2, update app builds to 10.8.1 or higher. Support remains available for merchants using V1, but use app builds 10.7.1 or lower to successfully apply V1 at no additional cost shipping. Only one type of at no additional cost shipping (V1 or V2) is allowed on the POS app.

How to configure in CMS:

  1. In CMS, go to Promotions > Free Shipping (v10.8.1 and later).
  2. Configure the promotion by referring to this article.Configure No-cost Shipping in Point of Sale CMS.

Learn more: No-Cost Shipping Promotion

New Transaction Type for Returns in Edit/Appeasement Scenarios

What it does: Adds new transaction types in the Electronic Journal to track refunds processed through edits or appeasements for a specified day or date range.

For refunds given to a customer after an order has been edited, the transaction will be recorded as "Edit Refund." However, any new items added to the edited order will be recorded as "Edit Sale," which can increase the total balance beyond the original amount.

The Electronic Journal tracking Appeasements for a specific day.

How to configure in CMS: No configuration is needed as this is the default behavior.

Learn more: Configuring Appeasements on the POS App

Safe Management Override

What it does: Implements a new approval policy, allowing authorized users to edit (add or remove funds) safe management settings. Editing allows funds to be added or removed for safe management.

The Policy Approval window in the POS app, where the store manager enters their credentials.

How to configure in CMS:

  1. In CMS, go to Store Management > Associates > Approval Policies Configuration.
  2. Select Create.
  3. Under Policy Feature, select "Edit Safe Management".
  4. Under Approving Roles, select the roles allowed to edit the floats in the safe management.
  5. Configure the rest of the fields by referring to this article.
  6. Save your changes.

Learn more: Manage Safe Funds in Point of Sale

Automated Payment Reversal for Failed Orders

What it does: Permits merchants using Adyen to automate payment reversals for orders that fail because of network problems or API errors. This reduces the need for manual intervention.

The Orders Failed window in the POS app.

How to configure in CMS: No configuration is needed as this is the default behavior.

Learn more: View Failed Orders Report

Discounts

Cumulative Discounts for Multiple Edits or Appeasements

What it does: Enhances discount handling by allowing cumulative discounts across multiple edits or appeasements. The app retains the original discount and adds any subsequent adjustments to it. In the example, an initial appeasement applied a $10 discount, which is then refunded to the customer.

The Item Level Discount window in the POS app.

How to configure in CMS: No configuration is needed as this is the default behavior.

Learn more: Configuring Appeasements on the POS App

Inventory Management

Scheduled Inventory Event Daily Export

What it does: Enhances the CMS Inventory Event Export with scheduled export capabilities

How to configure in CMS:

  1. In CMS, go to Feeds > Export Jobs.
  2. Create or edit an Inventory Event Export by referring to this article.
  3. Turn on Run on a schedule. After it’s turned on, the scheduler appears, and you can specify how often to run the export. The only scheduling option is daily. This creates a daily file for each event you select. This file has all the data that was created for that event during the day. If no data is created for a selected event on a given day, an empty file is generated for that event.

The inventory export scheduler in Point of Sale CMS.

Learn more: Exporting Inventory Events in Point of Sale CMS

Fulfillment Order Headers and Customer Details

What it does: Improves Reserve Online, Pick-up In-store (ROPIS), BOPIS (Buy Online, Pickup In-Store), and BOFIS (Buy Online, Fulfill In-Store) flows by displaying customer email and phone number if available.

The POS app shows the display of the customer phone number and email address.

How to configure in CMS: No additional configuration is needed as this is the default behavior.

Learn more:Use Reserve Online, Pick Up In Store (ROPIS) Manage Buy Online, Pickup In Store (BOPIS) Orders in Point of Sale

Other Feature Enhancements

Title Description Help Center Link
Multiple Associate API Bulk Update Allows merchants to create and update multiple associates in a single API call, improving efficiency and helping manage API request quotas Bulk APIs for Creating & Updating Store Associates
Shipping Packages Sort Order Automatically sorts shipping package configurations alphabetically in both CMS and the POS app Configuring & Printing Shipping Labels via Point of Sale SPI
Edit and Appeasement Flow with Promotions Handling Enhances the edit and appeasement flows by retaining original promotions and discounts from the original sale. Note, only manual discounts can be applied if editing an order—promotions are not supported. Configuring Appeasements on the POS App