--- schema_version: "1" id: 9b614afbc5b89e9256a83b9d351a2c49164a61963c9d4ffaf42de912fe3561bb title: March Build Summary (8.9.1) collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/rt_releases_bfs_8_9_1.md canonical_url: https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_8_9_1.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: ea61a4c142f18c79b0b3743a147a9d519413997da26817f167ad542c32062a45 description: Build summary for Modern POS version 8.9.1, including what new features and changes it contains. products: - Commerce release: "264" --- # March Build Summary (8.9.1) Build summary for Modern POS version 8.9.1, including what new features and changes it contains. ## **Overview of all Features and Changes** | Theme | Feature | | --- | --- | | Core POS | [Billing Address Flag \[Omni v2\]](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_8_9_1.htm&release=264.0.0&type=5) | | Core POS | [Setting to Disable/Enable More than One Store Pickup per Order\[Omni v2\]](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_8_9_1.htm&release=264.0.0&type=5) | | Core POS | [Enhanced Quote and Saved Cart Search Filters](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_8_9_1.htm&release=264.0.0&type=5) | | Promotions | [Line Item Discount Limit](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_8_9_1.htm&release=264.0.0&type=5) | | Reporting | [Reason Codes for Pay In, No Sale, Void Cart, and Price Override](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_8_9_1.htm&release=264.0.0&type=5) | | Reporting | [EJ capture of item level voids](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_8_9_1.htm&release=264.0.0&type=5) | | SPI | [Clienteling (Customer) SPI Field Mapping for Search](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_8_9_1.htm&release=264.0.0&type=5) | | Inventory Management | [Block in-store transfers for restricted products](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_8_9_1.htm&release=264.0.0&type=5) | | Other Feature Enhancements | [Collection of customer-impacting feature enhancements made to optimize existing functionality](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_8_9_1.htm&release=264.0.0&type=5) | ## CORE POS ## **Billing Address Flag \[Omni v2\]** **What it does -**Require a billing address based on order types. You can now opt to not prompt for a billing address, always prompt for billing address or only require a billing address for online orders. This flag is supported in both online and offline mode, just note that the POS app has to be online at least once to fetch the above data in order to work in offline. **How to Configure -**This can be configured by going to the app you want to configure the setting for in **Modules > Cart**. ![The Billing Address Flag for Omni V2 in Point of Sale CMS.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_releases_bfs_omni_address_flag.png) Under **Show billing address for orders**, configure this flag based on the following options: - **Never** \- Billing address will not be required to complete the order. - **Always** \- Billing address will be mandatory to complete the order. - **Online Only -** Billing address will be mandatory when the cart contains online items only (no mixed cart). ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/images/icon_note.png) Note There is an existing configuration flag on CMS to configure the billing address, this property is in process of deprecation and should not be used onwards. ![The Show billing address for orders glag in Point of Sale CMS.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_releases_bfs_billing_address_orders.png) **Learn More -** [Omnichannel Cart Settings](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_omnichannel_v2_overview.htm&release=264.0.0&type=5 "Integrate shopping experiences across channels with Point of Sale's Omnichannel.") ## Setting to Disable/Enable More than One Store Pickup per Order \[Omni v2\] **What it does -**With Omni v2 you can allow multiple pick-up locations in one order or allow only one. The default is to allow multiple but you may elect to only allow one with this setting. **How to Configure -** [https://labs.predictspring.com/cms/server-settings-v2/pos/store-fulfillment](https://labs.predictspring.com/cms/server-settings-v2/pos/store-fulfillment) Go to your Omni Settings in your Store Fulfillment Settings and _Enable only one pickup location per order_. ![The Enable only one pickup location per order flag in Point of Sale CMS.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_releases_bfs_one_pickup_localtion.png) **Learn More -** [Omnichannel: Multiple Fulfillment Types per Cart (Mixed Cart)](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_omnichannel_multiple_fulfillment_types.htm&release=264.0.0&type=5 "Allows items in the cart to have multiple fulfillment types in a single order with Point of Sale's Omnichannel solution.") ## **Enhanced Quote Search Filters** **What it does** \- Look up Saved Carts and Quotes separately by setting up a deep link. Enhanced functionality allows you to filter by customer, store, and quote id. **How to Configure and Access** Step 1: Edit the layout you want the quote added to and configure the deep link with "Quote Lookup" ![The Quote Lookup filter in Point of Sale CMS.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_releases_bfs_enhanced_quotes.png) Step 2: Access deep link from your App and see the ability to search by Customer, Quote ID, and Store/Date ![The Quotes Lookup page in the POS app with several items listed by quote number.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_releases_bfs_enhanved_quotes_pos.png) **Learn More -** [Creating & Managing Customer Quotes](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_create_manage_customer_quotes.htm&release=264.0.0&type=5 "Merchants can create and track customer quotes on the POS app. Each quote has a unique number and includes customer information. Store associates can work with customers on merchandise and pricing, either in-store or over the phone, and then email the quote for review or print it on A4 paper. Customers can save the quote, delete it, or complete the checkout process.") ## **Enhanced Saved Cart Filters** **What it does** \- Additional filtering of Saved Carts from where you have your Store Saved Carts deep link set up **How to Configure and Access** \- Step 1: Edit the layout you want the Saved Carts access added to and configure the deep link with "**Store Saved Carts**" ![The Store Saved Carts search field in Point of Sale CMS.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_releases_bfs_store_saved_carts.png) Step 2: Access deep link from your App and see the ability to search by Customer and Store/Date ![The POS App showing a Saved Cart Lookup result.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_releases_bfs_cust_search_pos_app.png) ## Promotions ## Line Item Discount Limit **What it does -** Set the item and transaction limits in CMS for scenarios where you'd want a max discount or percentage off an order. The limits are checked against the remaining order total after any manual and/or auto-promotion has been applied. If the order total exceeds the set limit on either the max discount or max percentage, a manager's approval would be indicated. **How to Configure -** [https://labs.salesforce.com.com/cms/server-settings-v2/pos/cash](https://labs.salesforce.com.com/cms/server-settings-v2/pos/cash) ![Line Item Transaction Discount Limit settings in Point of Sale CMS.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_releases_bfs_line_item_discount.png) **Learn More:** [Item & Transaction Level Limits](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_checkout_transaction_limits_config.htm&release=264.0.0&type=5 "Control discounts applied in your POS app by setting maximum limits for items and transactions. These limits are checked against the order total after promotions. Require manager approval if the order total exceeds the set maximum discount amount or percentage.") ## Reporting ## Reason Codes for Pay In, No Sale, Void Cart, and Price Override **What it does** \- We now support reason codes online and offline for Pay In, No Sale, Void Cart, and Price Override. If you have the reason codes configured in CMS, you can see them reported in your Electronic Journal. **How to Configure -** [Reason Codes](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_settings_reason_codes.htm&release=264.0.0&type=5 "Configure reason codes in Point of Sale (POS) to track the reasons behind actions, such as discounts or inventory adjustments.") **Where to Access -** [Electronic Journal (EJ) Overview](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_reports_electronic_journal_overview.htm&release=264.0.0&type=5 "Customize filters for transaction research and record store transactions in Retail Cloud.") ## EJ Capture of Item Level Voids **What it does -** Record items removed from the cart in Electronic Journal. This will be tracked for all sales, returns, exchanges, or resumed saved carts. **Where to Access** \- [Electronic Journal (EJ) Overview](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_reports_electronic_journal_overview.htm&release=264.0.0&type=5 "Customize filters for transaction research and record store transactions in Retail Cloud.") **Learn More -** [Electronic Journal (EJ) Overview](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_reports_electronic_journal_overview.htm&release=264.0.0&type=5 "Customize filters for transaction research and record store transactions in Retail Cloud.") ## SPI ## Clienteling (Customer) SPI Field Mapping for Search **What it does -** Enhanced SPI field mapping for customer search which allows you to Search customers and retrieve details of a specific customer by First Name, Last Name, email, phone number or zip code. **How to Configure** \- Create your Customer Search layout and ensure you have the correct field mappings configured ([SPI Customer Search Layout](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_manage_spi_customer_search_layout.htm&language=en_US)) ![The Customer Search Layoout in Point of Sale CMS.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_releases_bfs_spi_cus_search.png) **Learn More** \- [SPI Customer Search Layout](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_manage_spi_customer_search_layout.htm&language=en_US) ## Inventory Management ## Block in-store transfers for restricted products **What it does -** Specify products that should be restricted from transfers, receiving, and PO creation **at the receiving store**. Additional CMS configuration is required. **How to Configure** \- Step 1: Go to [https://labs.predictspring.com/cms/inventory-restriction](https://labs.salesforce.com/cms/inventory-restriction) Step 2: Create an Inventory Restriction Rule. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/images/icon_note.png) Note You can have multiple restriction rules by clicking on + Add. With this, you can create a rule that would only apply when, for example, GTIN is 12345 AND Product ID is 366. However, if you wish to create a non-dependent rule, for example, if the GTIN is 12345 OR Product ID is 366, then you'd need to create separate rules (refer to Step 2 in Creating Inventory Restriction Rule). ![Inventory Restrictions Rule Details in Point of Sale CMS.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_releases_bfs_inventory_restrictions_1.png) Step 3: You can also automate the process by importing all the values from a CSV file. This may be useful in the event that you wish to restrict a large number of products. ![The Restricted Location Rule setting in Point of Sale CMS.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_releases_bfs_restricted_location.png) Step 4: Test your configurations by scanning the restricted product ![The Restricted Location Rule result in the POS app.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_releases_bfs_restricted_location_pos.png) **Where to Access -** [https://labs.salesforce.com/cms/inventory-landing](https://labs.salesforce.com/cms/inventory-landing) OR [https://labs.salesforce.com/cms/inventory-restriction](https://labs.salesforce.com/cms/inventory-restriction) **Learn More** \- [Inventory Restrictions](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_inventory_restrictions.htm&release=264.0.0&type=5 "Configure rules that block specific products from being sold, returned, or included in inventory processing at selected store locations.") ## Other Feature Enhancements
Title Description Helpcenter link if applicable
Order details in Order History Enhancements Order details in Order History now show the discounts and promotions applied on the order at the item level Viewing Order History on POS App
Portugal Fiscalization ATCUD is included on receipts Fiscalization Requirements for Portugal
Till Calculator - EU and UK Expanded functionality for EU and UK currencies to be entered into the till calculator when putting bills in a till or reconciling. Till Management
Inventory Receiving by Carton Enhanced inventory scanning allows you to receive inventory by carton ID. You can have this capability blocked by enforcing item-level receiving only. Managing Inventory: Advanced Shipping Notice (ASN) Receivings
EPC Scanning Default on PDP Enables you to prompt for an EPC scan when the fulfillment type changes Product Display Page (PDP) Layout
Record Start and End Time in Transaction Log

Access the following in your transaction log:

Start time - the time the first item is added to the cart

End time - the time when the order is completed
Expiry date for Adyen Gift Cards New flag in CMS to enable showing expiry date for gift cards Gift Cards via Payment Terminal
Access to Developer Credentials Self-service access in CMS to Client ID, Client Secret, Merchant API Key, and Retail Cloud Secret Point of Sale API Developer Guide
Loyalty PS Tag Update for Loyalty Tier Name

Depcrecation :ps_current_loyalty_tier

Addition :ps_current_loyalty_tier_name

 Print Tags Configuration
Removed Order QTY from Successful Orders Report in CMS Removed Order QTY from Successful Orders Report in CMS Successful Orders
Elavon - set order number range in CMS Ability to define the starting order number range for an Elavon transaction Elavon: Onboarding & Troubleshooting
SSO to CMS with Azure Enable Single Sign On to Point of Sale CMS Enabling Azure AD with CMS