August Build Summary (9.3.1)

Overview of All Features

Core Platform

Enhanced Voice Command in POS App

What it does: Voice recognition can now be used to go to 40 different deep links and perform product and customer search in the POS app. Point of Sale uses Speechkit and NLP framework for speech recognition in the POS app. For instance, the voice command "Show cycle count history" displays the cycle count history on the app. This feature can improve efficiency, turn on hands-free operation, and enhance accessibility for users with disabilities.

Note Access to the feature is limited to the POS app screens: Home, Cart, and Client Profile.

How to configure: App Config - Modules - Voice Commands

What Looks Like:

Learn More: Speech Recognition

EJ/TLog/JSON Export

Not on File Metadata Enhancements

What it does: For app builds 9.3.1 and newer, the layout has been enhanced with three optional fields: Style ID / Variant Group ID, Color, and Size. On the layout, the associate can either enter the SKU number or scan the bar code. Is this a taxable product determines if the Not-on File product inherits the tax class set in the "notOnFileProductTaxClass" or "notOnFileProductZeroTaxClass" store settings.

How to turn on Not-on File functionality:

1. Go to CMS > Store Management > Store Settings.
2. Turn on Is item not on file feature enabled for this merchant.
3. Save your changes.
4. Go to Store Management > Store Settings > Modules > Tax.
5. Add the tax class under "Not on File item under Tax Class to Be Set for Not on File Items (notOnFileProductTaxClass)".
6. Add the zero tax class under "Not on File item under Tax Class to be Set for Not on File Items if the Tax to be charged is 0% (notOnFileProductZeroTaxClass)".
7. Save your changes.
8. Configure ability to add a Not on File product to the cart:
   1. Edit the app configuration that has the Not on File form.
   2. Go to Modules > Cart.
   3. Under Cart Options Layout, select the pencil to the right.
   4. Create or select a cell.
   5. On the right toolbar menu, select Deeplink > Cart Options > Add Product Not on File deep link.
   6. Set the deep link and save the changes.

Learn More: Product Not on File Report

Bank Deposit and Store Close Business Date

What it does: Provides a record of the actual Business Date of a Bank deposit and a Store Close in the Electronic Journal (in the event you perform a bank deposit after store close).

Note For the Bank Deposit entry in the Electronic Journal, the date of the store closure is stored in the "Notes" column. This is the store date the bank deposit is linked to, not the actual date the deposit happened. The Trans Time in the Electronic Journal records the time and date that the deposit is made—after the store closes.

Learn More: Opening and Closing a Store for the Day

Integrations

New Field Type: Adyen Terminal, Accept Terms and Conditions

What it does: You can ask and track a user's information, like agreeing to terms and conditions, on the Adyen terminal with a layout field type.

How to configure:

1. Create a layout, customize a prebuilt layout, or edit an existing layout to turn on Terminal Input.
2. Add and configure the elements you want to obtain terminal input for. We have a new field type, "Checkbox with Terminal Input and Terminal Input".
3. Customize your form elements the way you want them.
   • consents.terms =
   • consents.policy =
   • 

Learn More: Capture Customer Information From Payment Terminal

Promotions

Single-Use Promo Codes: API Support

What it does: Single-Use Promo Codes (SUPCs) can be uploaded and accessed in three ways: manual, CSV, scheduled feed, and now through an API. With an API, SUPCs can be fetched, updated, and uploaded to Salesforce, even including expired codes. For promotions exclusively tied to SUPCs, create them. The purpose here is to extract data from the promotion, gaining insight into the included codes and their redemption status. Use this API function to add SUPC codes to the promotion. You can update these promo codes within the same promotion.

Learn More: Promotions and API

Inventory

Webhook for Sale and Refund Inventory Events

What it does: Ability to trigger an inventory adjustment if there's a sale or a return.

How to configure: https://labs.predictspring.com/cms/custom-api/create/new

SALE_INVENTORY = This event indicates that an item (or items) has been sold. If this event is triggered, the expectation is that the inventory for the specified item(s) decreases.

RETURN_INVENTORY = This event indicates that an item (or items) has been returned or exchanged. If this event is triggered, the inventory for the specific item(s) increases or adjusts in some manner if it's an exchange.

Learn More: Promotion Management in the API, SPI, and Webhook Specs

Returns/Refunds/Exchanges

Default Tender for No Profile, No Card, No Receipt Return

What it does: Ability to set a preferred tender type for the sale portion of the exchange in a No-Receipt Return (NRR) flow. This tender is used as the first tender for the part of the exchange that is bought with returned items because there's no value for an NRR. Any portion of an uneven exchange that requires additional tendering will report the actual tender values used.

The returns and exchanges that inherit the configured default tender as part of No Receipt Returns are listed:

• Returning an item or multiple items (that is, a 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

How to configure: https://labs.predictspring.com/cms/stores/return-policy-config

1. Create a return policy (or edit your existing one).
2. Under Edit Policy, go to No Receipt Returns.
3. Turn on No Receipt Returns.
4. Configure the tender type you want as your refund Tender Type.
5. Turn on Requires Manager Approval if manager login is needed before completing No Receipt Returns in the POS app.
6. Turn on No Receipt Tax Returns to calculate tax returns for products that are returned within the POS app.

Learn More: No Profile, No Card, No Receipt Returns (NRR)

Other Feature Enhancements