--- schema_version: "1" id: c0cb302b4af4529cad431f5ab79f57be539a6b0bb94b25df0fa26ec8e1648b1e title: May Build Summary (9.0.1) collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/rt_releases_bfs_9_0_1.md canonical_url: https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_0_1.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 4fbca5c2e7381e92bdb45302a0ec39c3194ec6d99e5ba5e8d3e4b346f860143d description: Build summary for Modern POS version 9.0.1, including what new features and changes it contains. products: - Commerce release: "264" --- # May Build Summary (9.0.1) Build summary for Modern POS version 9.0.1, including what new features and changes it contains. ## Overview of all Features | **Theme** | **Feature** | | --- | --- | | Core POS | [Create Quote from Cart](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_0_1.htm&release=264.0.0&type=5) | | Core POS | [Non-Receipted Return Lowest Price Calculation](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_0_1.htm&release=264.0.0&type=5) | | Omnichannel | [Multiple Shipping Methods in POS Checkout](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_0_1.htm&release=264.0.0&type=5) | | Omnichannel | [OCI connection for getting availability by product](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_0_1.htm&release=264.0.0&type=5) | | Promotions | [Free Sample Enhancements](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_0_1.htm&release=264.0.0&type=5) | | Various Feature Enhancements | [Additional feature enhancements to existing features](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_0_1.htm&release=264.0.0&type=5) | ## Core POS ## Create Quote from Cart **What it does -** For app builds less than 9.0.1, a quote can only be created via Suspended Carts. However, Point of Sale now allows the creation of quotes directly from the cart instead. Merchants can take advantage of this feature enhancement to generate quotes more efficiently by adding a deeplink to their cart layout. **How to Configure -** [https://labs.predictspring.com/cms/layouts](https://labs.predictspring.com/cms/layouts) - In CMS, go to **Layouts > Layout Pages**. - Create a new **Cart Options** layout or edit an existing one. - Add a new tile for the deep link. - In the right toolbar menu, go to **Deep Link > More > Create Quote From Cart**. - Set and save your changes. ![The Create Quote from Cart section 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_quote_from_cart.png) ![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 Creating a quote from the cart will log a new event in the Electronic Journal for “**Quote Created**" **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.") ## Non-Receipted Return Lowest Price Calculation **What it does -** Non-Receipted Return aka NRR price is calculated based on the following criteria in the specified order: Store Historical Prices, Product Multi Region Historical Prices, and Product Historical Prices. When the lowest price is found, for a given number of days, that price is returned as the NRR lowest price. Previously, only product historical prices were used to calculate the NRR lowest price. **How to Configure -** [https://labs.predictspring.com/cms/server-settings-v2/pos/advanced](https://labs.predictspring.com/cms/server-settings-v2/pos/advanced) - In CMS, go to **Store Management > Store Settings > Advanced**. - Under **Tender types for returns without receipt**, the value that is set must have at least one tender type to start collecting the historical prices (for example, Cash). After this is set, for any subsequent feed runs, products start collecting the price history on a day-to-day basis. This also applies to file uploads via Manual Upload. - Under **Lowest price period in days**, set the number of history days to compare prices (for example, 7). The default is 5 days. ![Configuring the lowest price period, in days, 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_lowest_price_period.png) ![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 A price of 0 is not considered the lowest price. While looking for the lowest price, if the system does not find a price greater than 0, then no NRR price is returned. **Learn More** \- [NRR Lowest Price Calculation](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_checkout_low_price_calculation.htm&release=264.0.0&type=5 "Point of Sale calculates the lowest price based on these criteria: Store Historical Prices, Product Multi-Region Historical Prices, and Product Historical Prices. When the lowest price is found for a given number of days, that price is returned as the NRR lowest price.") ## Omnichannel ## Multiple Shipping Methods in Cart **What it does -** You can now provide multiple shipments in a single order to customers. Merchants can configure the shipping methods in CMS by referring to Shipping Methods, which will be available at the item-level in the 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 This feature is not supported when the [External Shipping Provider](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_omnichannel_configuring_shipping_methods_on_pos_app.htm&release=264.0.0&type=5 "Configure shipping methods in Point of Sale CMS’s Point of Sale (POS) app to host and select how to ship goods without external calls.") flag is turned on. **How to Configure -** 1) In CMS, allow multiple shipments per cart/order - [https://labs.predictspring.com/cms/server-settings-v2/pos/store-fulfillment](https://labs.predictspring.com/cms/server-settings-v2/pos/store-fulfillment) ![The Allow multiple shipments per cart/order setting turned on 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_multi_shipments.png) 2) Update receipt layouts with new Ship Method Name and Item Level Ship Method tags - [Print Tags Configuration](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_layouts_receipts_tags_config_print.htm&release=264.0.0&type=5 "Print tags are placeholder strings that dynamically display data in Point of Sale layouts. Add print tags to native or HTML text overlays to display information such as order totals, customer names, or store details. You can also use print tags in certain app-level settings.") **What it looks like -** ![The POS app showing a cart with multiple shipping methods available for each item.](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_multiple_ship_methods_pos.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.") ## Salesforce Live Inventory Integration with OCI **What it does -** This is a native integration with Salesforce Omnichannel Inventory (OCI) to do live inventory checks for online orders. The Point of Sale integration to OCI supports fulfillment from specified stores. Checks will run when items to be fulfilled online are added to the cart or the fulfillment type is changed. The app will check the desired amount against the available to order (ATO) quantity for a live indication of availability. **How to Configure -** - Ensure your inventory management controls are in place and set up according to your business rules [Inventory Management](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_inventory_mgmt.htm&release=264.0.0&type=5 "Point of Sale inventory management provides a lightweight inventory management system that will allow customers to manage inventory across stores, online, and digital warehouses."). - Go to **Apps > All** and edit the app config you wish to enable OCI. - Go to **Modules > Settings** and disable the flag, **Online Inventory**. If it's enabled then Feed data will be used to 'check' online inventory instead of OCI. ![The Online Inventory 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_online_inventory_check.png) - Back in CMS, go to **Store Management > Store Settings > Inventory**. - Turn on **Enable PredictSpring inventory management to track online inventory**. ![The Enable inventory management to track online inventory 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_track_inventory_online_cms.png) - Back in CMS, go to **Inventory > Inventory Configurations.** - Create or edit a configuration by referring to [Live Inventory](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_inventory_live_inventory_check.htm&language=en_US). ![The edit configuration section of the Advanced screen 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_live_inventory.png) ![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 This does not create a reservation for inventory. That is a separate functionality that will need to be configured, please refer to [Live Inventory](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_inventory_live_inventory_check.htm&language=en_US). ## Promotions ## Free Sample Rules **What it does -** Configure rules to specify which products will be free samples in the promotion. This can be configured when creating a _Free Samples Promotion_. **How to Configure -**[https://labs.predictspring.com/cms/promotion-v2/create/FREE\_SAMPLES](https://labs.predictspring.com/cms/promotion-v2/create/FREE_SAMPLES) Under **Free Sample Rules**, set the quantity, attribute, operator, and value(s) that you wish. Quantity indicates the maximum amount of free samples allowed in an order (default is 1). ![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 All rules must be met to activate the Free Samples promotion in the POS app. If you wish to always set a product as "Free", consider adding an Order rule where the Order Total is >= 0. ![The Free Samples promotion section of 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_free_samples.png) ## Other Feature Enhancements
Title Description Helpcenter link if applicable
Reason Code for Price Correction in json tLog For app builds 9.0.1 and greater, the Price Correction Reason Code will be recorded not only in the Electronic Journal but also in the TLog. It will include the existing price and the corrected price. This is supported both online and offline. Reason Codes
Remove the ENTER STORE button on the POS launch page For app builds 9.0.1 and greater, you must enter your login credentials in order to interact with the POS app. After the initial login, you can be logged out if the app timeouts but still have limited access. In order to have full access to the POS app, you'll need to re-login. Activating POS App
Product Cell Configurations - Interstitial, Inventory, and BOPIS Configuring Product Display Labels
Reason Code for Price Correction in json tLog For app builds 9.0.1 and greater, the Price Correction Reason Code will be recorded not only in the Electronic Journal but also in the TLog. It will include the existing price and the corrected price. This is supported both online and offline. Reason Codes
France - Fiscal Certification We are now re-certified for 2023 Fiscalization Requirements for France
Large Cycle Count Greater support for cycle counts with large data sets Cycle Counts Overview
ASN Receiving - Pause and Resume Functionality Enhanced ASN receiving by adding the Pause and Resume functionality. When receiving by ASN, once the pallet ID is scanned and the cartons/cases are displayed on the screen, the associate will have the ability to pause the session on the POS and then continue at a future time. New status introduced for "Partial" Paused state in ASN Report and Inventory Transfers in CMS. Managing Inventory: Advanced Shipping Notice (ASN) Receivings
Corp Transfer Cancellation at Store Point of Sale offers the ability to cancel corporate transfers in two places, CMS and POS app. Managing Inventory: Corporate Transfers (CTS)
Warning for Invalid Carton A warning when an invalid Pallet/ Carton is scanned will now be displayed in App.
Offline Store Level Pricing Feed - flag controlled in CMS New deeplink available in CMS which allows you to check if your feeds are ready for offline mode. Corporate Transfers
Offline - search for Products for Returns A customer can still process a return without their original receipt. For app builds less than 9.0.1, a customer can initiate a return by scanning an item. For app builds 9.0.1 and above, you can now scan, manually enter, and search catalogs as well. Offline Returns
Best Price Promo Enhancement - Online and Offline For app builds 9.0.1 and greater, Point of Sale has enhanced the feature so that the ordering of the promotions and products will not have an impact on applying Best Price Wins. This is supported in both online and offline modes. Promotions
New receipt tags for Ship Method Name and Item Level Ship Method

:ps_p_shipping_method_name

The item-level shipping method name of a product

:ps_p_shipping_method_ETA

The item-level shipping method delivery estimate of a product

Print Tags Configuration