June Build Summary (9.1.3)

Build summary for Modern POS version 9.1.3, including what new features and changes it contains.

Core POS

New In-App Reports

New deep links permit merchants to access these reports: Total Sales, Hourly Net Sales, Associate Log Ins, and Reconciliation Report

Configure Access From Hamburger Menu

Add deep link to Hamburger Menu: https://labs.predictspring.com/cms/layout-settings-list/MENU

  1. Step 1: Add a deep link to a Hamburger MenuThe Set Deep Link option to configure access to an in-app report from a hamburger menu in Point of Sale CMS.
  2. Step 2: Search for deep link, set, and confirmThe Deep Link where you select a report to connect to the deep link in Point of Sale CMS.
Note
Note Follow the same steps for any report you want to make available

Configure Access From Layout

Add a deep link to Layout: https://labs.predictspring.com/cms/layout/edit

  1. Step 1: Add or create a layoutThe Deep Link access selection in the POS app.
  2. Step 2: Search for the deep link and set itThe Deep Link where you select a report to connect to the deep link in Point of Sale CMS.
Important
Important Reconciliation Report isn't available via Layout

Total Sales Report

What it does: Provides a snapshot of sales metrics for the store and each register. Report accessed in POS show full store-level details as well as each register data only for that store. Learn more

The Total Sales report in the POS app.

Hourly Sales

What it does: Provides a snapshot of Net Sales for stores and registers for the current day. Learn more

The Hourly Sales Report in the POS App.

Reconciliation Report

What it does: Provides an option to view key fields from the reconciliation report and print it on a receipt printer. App users can view single-day data from any of the past seven days.The Reconciliation Report showing in the POS app.

Note
Note Not all fields are present in this report and full reconciliation can only be done within CMS. A4 printing of the sales report is not supported on the POS app. The Reconciliation Report receipt is not supported for Fiscal printers. Learn more

Extended Variant Functions on PDP

What it does: We love this new feature and think you will too. You can now make different versions of your Product Display Page (PDP) based on any product attribute. You can rank them in a certain order of appearance on the PDP by uploading a file or directly in the CMS.

How to configure: https://labs.predictspring.com/cms/product-variant-config

  1. Step 1: Configure and change the display priority of the product attributes manually or via a feed
    1. Edit or add a new product attribute by clicking + Add in the upper right. The product attributes show alphabetically in the POS app regardless of their hierarchy in the CMS configuration.The Product Variant Configuration section of Point of Sale CMS.
    2. Under Product Attribute, select an attribute (Currently, the only product fields or attributes that can be set as variants are: Color, Size, Custom String 0 to 12)
    3. Under PDP Display Name, enter the name to be displayed in the POS app.
    4. Under Default Display Order, select Set Display Order, which open a popup allowing you to configure the variant options.The Sort Variant Order window in Point of Sale CMS.
    5. Edit your selected app configuration and select Save in the upper right. Repeat this step for all app configurations you want to have the product variants for and whenever you make a change in the configuration. This allows the latest variants to be injected into the app configuration.The app config edited in the CMS and an example of how the POS app will appear.
  2. Step 2: Customize the display of the PDP
    1. Create a PDP layout or edit an existing one. For more detailed instructions, refer to this article. Your previously configured variants are visible in the layout.The Edit OmniPDP Config section of Point of Sale CMS.
    2. To make further customizations, double-click on the variant section to open a window. Here, you can change the display style (for example swatch), swatch type (for example, circle, rectangle). The Variants window in Point of Sale CMS..
    3. After you finish customizing, set and publish your changes.
    4. Relaunch your POS app and go to the PDP of any product. The variants that you've configured along with their display order appear.The POS app showing the variants that you chose.
    5. To make a product with only one version easier to see, turn on Hide Single Value Variant in Apps > UI > UI Options. Turning on this flag automatically displays the single variant on the Product Detail Page (PDP) and hides any nonapplicable variants.

Cart/Checkout

Guest Suspended Cart Identification

What it does: Store associates can assign a name to a suspended cart exclusively for guests. However, if a customer is signed in, the cart will be identified using their full name.

How to configure: Follow the steps in the App Saved Cart Flow

Learn more: Suspend & Resume Carts

The Name this Saved Cart window in Point of Sale CMS.

Gift Cards

Gift Card Cash-Out Threshold

What it does: Define a cash redemption threshold for gift cards for example if your state has rules and regulations.

How to configure: https://labs.predictspring.com/cms/gift-card/edit/

  1. Step 1: Go to Cash Out Configuration in Advanced Gift Card SettingsThe Cash Out COnfig option in the Advanced section of Point of Sale CMS.
  2. Step 2: Enter threshold amount, set, and saveThe Default Cash Redemption Threshold setting configured in Point of Sale CMS.

Learn more: Gift Cards Support in POS

Inventory Management

Adjustment Batch Reporting

What it does: Summarizes changes made to inventory numbers in specific batches. This helps merchants track and reconcile inventory changes more easily. Additional details (for example product information, reason code, and so on) of a specific batch can be viewed as well.

How to access: https://labs.predictspring.com/cms/inventory-batches

The Inventory Management Batch section in Point of Sale CMS.

For batches with a status of Closed, merchants have the option to manually post it in CMS and this updates all data from the batch accordingly.Posting a batch isn't revocable.

Important
Important Only CMS User Roles with Edit permission for Inventory will be able to post batches.

The Adjustment Batch Details in Point of Sale CMS.

Learn more: Inventory Adjustment Batch Report

Promotions

Outlet Store Channel Support

What it does: It now helps you create and manage outlet stores, and select promotions, return policies, and transfers between stores. Refer to our Outlet Store Support for all the details.

Other Feature Enhancements

Title Description Help Center Link
Show Remaining Tender Balance in Multi-Tender Flow Optimized UI to show the remaining balance of an order in the payment method capture interstitial Configure Multiple Tenders for Point of Sale
Adyen Validation for URL Base Added validation for Adyen credentials to verify a successful connection. Adyen Payment Gateway Integration
Fiscalization: Order number for non-receipted returns Ability to capture the original sale number and process a return for any orders that aren't found in the system. Returns & Exchanges in Point of Sale
Fulfillment restriction check at tender rather than add item Previously, fulfillment combination rules were governed if adding items to the cart. To provide more capability for cart creation, the rule is executed at the payment step. Fulfillment Type Combination Rules