--- schema_version: "1" id: d403218d80108c9c197616bb52c1e6d216f4e61aa72b9a3c1dbe0ab1618e7f0e title: July Build Summary (9.2.1) 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_2_1.md canonical_url: https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_2_1.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: f934c22916003119d99ac40b31495becde37bd95bdbf93a40b2d73127340674e description: Build summary for Modern POS version 9.2.1, including what new features and changes it contains. products: - Commerce release: "264" --- # July Build Summary (9.2.1) Build summary for Modern POS version 9.2.1, including what new features and changes it contains. ## Overview of All Features | Theme | Feature | | --- | --- | | Analytics / Reporting | [Sales Reporting Terms Defined](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_2_1.htm&release=264.0.0&type=5) | | Analytics / Reporting | [Associate Sales Attribution Report on POS and CMS](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_2_1.htm&release=264.0.0&type=5) | | Analytics / Reporting | [Associate Login Report](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_2_1.htm&release=264.0.0&type=5) | | Core Platform | [UI Enhancement to Product Cell in Returns Flow](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_2_1.htm&release=264.0.0&type=5) | | Core Platform | [Return and Exchange Policy Approval](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_2_1.htm&release=264.0.0&type=5) | | Core Platform | [Suspend Cart if Any Items Are in Cart at Time of Auto Log-off of Associate](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_2_1.htm&release=264.0.0&type=5) | | Core Platform | [No Profile, No Card, No Receipt Returns](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_2_1.htm&release=264.0.0&type=5) | | Receipts | [Enhancements to Receipt Tags and How They Render in Layouts](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_2_1.htm&release=264.0.0&type=5) | | Clienteling SPI | [Customer Segments in POS and App](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_2_1.htm&release=264.0.0&type=5) | | Clienteling SPI | [Validate Customer Profile Address from SPI](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_2_1.htm&release=264.0.0&type=5) | ## Analytics/Reporting ## Sales Reporting Terms Defined What it does: Check out our glossary of terms seen in CMS and App reports. There you can find definitions and calculations for metrics like GMV, Order Count, Net Sales, Taxes from Gross Sales, and so on Learn More: [Sales Reporting Glossary of Terms and Definitions](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_reports_sales_reporting_glossary.htm&release=264.0.0&type=5 "To understand sales data, use this glossary of terms commonly seen in sales and app reports in Point of Sale.") ## Associate Sales Attribution Report on POS and CMS What it does: Point of Sale's [Sales Attribution](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_orders_track_sales_attribution.htm&release=264.0.0&type=5 "Set sales attribution at either the order level or the item level so associates can get credit for the sales they make and you can track their performance.") report allows merchants to predict commissions and measure performance. This comprehensive report is accessible on both the POS app and CMS. It presents a concise summary of sales and returns attributed to each sales associate, allowing merchants to view insights into their performance. The attributed sales ‌vary from the sales where the associate completed the transaction. How to access in CMS: [Enable Store Associate Sales Attribution](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_orders_track_sales_attribution_associate.htm&release=264.0.0&type=5 "Give store associates credit for assisting customers with their purchases. By default, products added to the cart are attributed to the logged-in store associate, but you can change the default attribution to a different associate. You can also attribute individual products to specific store associates. This ensures accurate sales tracking and performance measurement.") ![The SA attrubution report 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_sales_terms.png) How to configure in the App: 1. In CMS, go to **Layouts > Layout Templates > Hamburger Menu**. 2. Edit an existing menu or create one. 3. Using the deep link picker, go to **Store Associate > Associate Sales Attribution Report**. 4. Set and save the changes. 5. Access the report via the deep link you set up. ![The Associate Sales Attribution Report 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_sales_attribute_pos_app.png) ## Associate Login Report What it does: The associate login report provides a reference to log in information for all registered store associates in the CMS and POS app. ![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 In the CMS, the report displays the store ID while the POS app shows data only for the associate's store. How to access in CMS: [Access Associate Login Report in Point of Sale](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_reports_associate_login_report.htm&release=264.0.0&type=5 "View a store associate's ID, full name, and last login date and time. Use the report in both Point of Sale CMS and the Point of Sale (POS) app to monitor associate activity. Customize the report by date to view specific timeframes.") ![The Assocaite Login Report 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_pos_reports_associate_login_csv.png) How to configure in the App: 1. In CMS, go to **Layouts > Layout Templates > Hamburger Menu**. 2. Edit an existing menu or create one. 3. Using the deep link picker, go to **Store Associate > Associate Login Report**. 4. Set and save the changes. 5. Access the report via the deep link you set up. ![The Store Associate information shown 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_pos_reports_store_assocaite_info.png) ## Core POS ## UI Enhancement to Product Cell in Return Flow What it does: For app builds 9.1.2 and greater, the return product checkbox is replaced by a switch. Additionally, the user is prompted for the number of returns if a product's quantity is more than one. Learn more about returns and exchanges [here](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_returns.htm&release=264.0.0&type=5 "Point of Sale provides flexible return options, including Buy Online Return In Store (BORIS), appeasements, and No Receipt Returns (NRR), to meet customer needs. Point of Sale also validates refunds to prevent fraud. Shoppers can return and exchange products at the point of sale (POS)."). ![A shopping cart in the POS app with the Return this product switch turned on.](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_return_product.png) ## Return and Exchange Policy Approval What it does: With POS Builds 9.2.1 or greater, you now have the ability to require manager approval for returns or exchange transactions regardless of whether they fall within the return window or not. Previous versions allow the merchant to configure manager approval only for returns outside the return window. Learn more about store associate approval policies [here](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_store_associate_approval_policies.htm&release=264.0.0&type=5 "Control which features and roles in Point of Sale CMS require approval."). How to configure: [https://labs.predictspring.com/cms/associate-policies](https://labs.predictspring.com/cms/associate-policies) 1. Select **Create** on the top-right of the approval policies page. 2. Select **All Returns, Exchanges & Edit Orders** 3. Select **Approving Roles** that can approve this policy (for example **Store Associate**, **Senior Associate**). 4. Select **Save**.![Create Associate Approval Policy Modal](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_cms_create_associate_modal.png) ## Auto Suspend Cart What it does: With builds 9.2.1 and later, you not only can manually suspend and save a cart; you can have a cart auto-suspended either after the associate logs out, if there are contents in the cart or after the app times out. [Learn more](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_orders_process_suspend_cart.htm&release=264.0.0&type=5 "The Point of Sale platform supports a feature that allows store associates to save a cart and resume and complete it later. By saving a cart, the totals, discounts, customer information (including shipping/billing addresses), and shipping methods will be put on pause until the associate chooses to resume it.") ![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 Auto-Suspend won't function while in offline mode. ## No Profile, No Card, No Receipt Returns Refresher + Reason Code What it does: No Profile, No Card, No Receipt Returns feature allows a return of an item without a purchase receipt or even customer profile details. The returns and exchanges supported as part of No-Receipt Returns are listed: - Returning an item or multiple items (that is, pure return) - Returning item(s) along with a purchase where a customer still gets a refund - Returning item(s) along with a purchase where a customer makes a payment - Exchanging (even exchange) an item or multiple items - Exchanging (even exchange) item(s) with purchase To create NRR Price Correction [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."): 1. In CMS, go to **Store Management > Reason Codes**. 2. Select **Return Price Correction**. 3. Select **Create** in the upper right and fill out the required fields. 4. Save your changes. ![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 The Reason Code is reported in the [Electronic Journal](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.") and [TLogs](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_export_tlog.htm&language=en_US) along with the before-and-after price corrections. ## Receipts ## Enhancements to Receipt Tags and How they Render in Layouts What it does: Starting with POS version 9.2.1, if the "=IF" function returns an empty string, the receipt line is truncated, thus removing the empty row where the "=IF" function result ‌has been. How to configure: [https://labs.predictspring.com/cms/layouts](https://labs.predictspring.com/cms/layouts) (Learn more about Receipt Layouts here) For Example: In a scenario if your customer pays with cash and you have Gift Card Remaining Balance, Cash Tendered Amount, and Cash Change Amount configured in your template, only Cash Tendered Amount and Cash Change Amount shows. ![Payment tender PS tags configured 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_payment-tender_scenario.png)![Example receipt displaying details for a cash payment.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_cms_layouts_settings_receipts_tender_functions_result.png) Learn More: [Customize Receipts Using Functions](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_layouts_settings_receipt_functions.htm&release=264.0.0&type=5 "Functions in Point of Sale receipt layouts dynamically display relevant information, improving clarity and reducing clutter. For instance, cash details are hidden for credit card payments, and employee discount info is omitted for non-employee sales, ensuring a cleaner, more user-friendly receipt.") ## Clienteling SPI ## Applying Customer Groups to Promotions What it does: Create targeted promotions tailored for specific customer groups. How to configure the layout: 1. In the merchant's external system, configure Salesforce's [Clienteling SPI](https://app.swaggerhub.com/search). 2. In CMS, configure a Customer Sign-up layout by going to **Layouts > Layout Pages**. 3. Add a new field for **Customer Groups**.![The Add New Customer screen in the POS app with the Customer Group field highlighted.](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_new_cust_group.png)![The textfield for adding Customer Group 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_textfield_cust_group.png) 4. Configure the [rest of the fields](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_layouts_templates_sign_up.htm&release=264.0.0&type=5 "Point of Sale enables businesses to boost customer engagement and loyalty by setting up a new customer sign-up layout. Customers can easily create accounts, subscribe to newsletters, and join rewards programs, enhancing their overall experience and driving long-term retention."). How to configure the customer group-specific promotion: 1. In CMS, create a promotion by going to **Promotions**. 2. Select the type of promotion. 3. Under **Basic Promotion Information**, enter the required fields.![The Basic Promotion Info 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_promotion_info_1.png) 4. Under **Promotion Configuration**, configure the promotion discounts.![Promotion info configured 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_promotion_info_2.png) 5. Go to **Customer** and create a **Customer Group**.![Customer Groups configured for promotions 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_promotion_info_3.png) 6. Fill out the [rest of the fields](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_create_promotions.htm&release=264.0.0&type=5 "Learn how to configure promotions in Point of Sale CMS, including basic information, promotion configuration, and promotion codes."). 7. Save the changes. How it functions: - If signing up a new customer in the POS app, the value entered in the Customer Group field will be saved to Salesforce’s Backend. - If a customer group-specific promotion is successfully applied to an order, and the customer completes the checkout process, the customer's group attributes are automatically logged in the TLogs and Exports. Learn More: [Apply Customer Groups to Promotions](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_apply_customer_groups_to_promotions.htm&release=264.0.0&type=5 "Merchants can create targeted promotions tailored for specific customer groups, for example veterans, teachers, which are defined in their customer records. By using the customerGroup attribute, shared across the SPI and Salesforce fields, merchants can efficiently apply these targeted promotions to groups of customers. This functionality is supported via Point of Sale's SPIs and Salesforce Sales Cloud (SFSC). For NetSuite customers, contact a Retail Cloud representative for custom mapping instructions.") ## Validate Customer Profile Address from SPI What it does: If the CRM isn't complete or doesn't have a valid shipping address, Salesforce can check the customer's address before an order is placed. How to configure: 1. In the merchant's CRM system, configure the [Clienteling SPI](https://app.swaggerhub.com/search). 2. Configure the endpoints of the merchant's third-party integration in CMS by going to [Integrations > Custom API Connectors](https://labs.predictspring.com/cms/custom-api). 3. In CMS, go to **Apps > All**. 4. Edit the app configuration(s) to have address validation. 5. Go to **Modules > Settings**. 6. Turn on **Enable Address Verification**. Learn More: [Validating Customer Profile Address on Cart](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_clienteling_validate_profile_addresses.htm&release=264.0.0&type=5 "Integrate the Clienteling SPI to check a customer’s address before placing an order.") ## Other Feature Enhancements | Title | Description | Help Center Link | | --- | --- | --- | | PS Inventory Lookup API | By setting up your inventory API with Salesforce, you can call Salesforce to see where your products are in a store or all stores. | [Application Programming Interface (API)](https://developer.salesforce.com/docs/commerce/retail-cloud/guide/retail-cloud-api-spi-webhook-specs.html#application-programming-interface-api) in Point of Sale API, SPI, and Webhook Specs | | New Language Support: Simplified Chinese and Catalan | Out-of-the-box support for Simplified Chinese and Catalan! | [Region Support in POS App](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_settings_region_support.htm&release=264.0.0&type=5 "Localize the POS app to make sure that your users see the correct language and region. Change the language in the app by setting the language in the device or by using the region deep link to switch the app language, independent of the device's language.") | | Ireland Cash Rounding | Out-of-the-box support for regional cash rounding requirements. | [Currency Rounding in the POS app](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_checkout_cash_rounding_in_retail_pos.htm&release=264.0.0&type=5 "Currency rounding is the practice of rounding order totals to some monetary increment. Currency rounding is common in countries where rounding is legally required (like Canada, Australia, South Korea), and in other countries where smaller coins are phased out. Salesforce POS supports multiple rounding scenarios, including calculation-driven, cash, currency specific, and currency conversions. This support ensures smoother cash handling and accurate change, enhancing customer shopping experiences and precise transactions for accurate sales reporting. Configure cash rounding in CMS and review rounding behavior for sales, returns, and exchanges.") | | Reversal for SVS Failure | If attempting to issue a gift card with an invalid number, the activation process fails. | [Configure Gift Card Payments in Payment Terminal](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_hardware_config_gift_cards_terminal.htm&release=264.0.0&type=5 "Configure Point of Sale's Point of Sale (POS) to accept gift card payments, add value, cash out, and check balances, using a payment terminal. Merchants can select the integration approach that suits their needs, verifying all transactions are available through gateway reporting.") | | Verifone Payments and Onboarding | Updated onboarding steps for using the Verifone Payment terminals. | [Verifone Payment Onboarding](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_hardware_verifone_payment_onboarding.htm&release=264.0.0&type=5 "This article goes over the onboarding steps for using the Verifone Payments terminals with Point of Sale.") |