--- schema_version: "1" id: 29a2efb919b640a60e0e09a512372828a1e299a7ead3f3fc925671d2102928d7 title: September Build Summary (9.4.1) 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_4_1.md canonical_url: https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_4_1.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: eaa0d4b8955277f4b8bc6bd57f062bbe88a12313e24c2210b77b8a7a22bfec94 description: Build summary for Modern POS version 9.2.1, including what new features and changes it contains. products: - Commerce release: "264" --- # September Build Summary (9.4.1) Build summary for Modern POS version 9.2.1, including what new features and changes it contains. ## Overview of All Features | Theme | Feature | | --- | --- | | Inventory Management | Inventory Ledger | | Inventory Management | Turn on Completion of Cycle Count Batches | | Promotions | Employee Discount Validation | | Omnichannel | Bulk Change Pickup Location for All Items | | Omnichannel | Bulk Change Fulfillment Type | | Omnichannel | Delivery Date Picker | | Returns/Refunds/Exchanges | Default tender for NRR | | Core Platform | Voice Command Deep Link Mapping by App Config | | Core Platform | Add Store ID Label on Saved Cart and Quotes List Screen | ## Inventory Management ## Inventory Ledger What it does: View all inventory movement-based transactions. Inventory ledger records item details, quantities, costs, dates, and balances. It can help merchants monitor stock levels, value, and facilitate accurate financial reporting. Point of Sale's Inventory Ledger can be filtered by store, category, transaction types, and date range. Additionally, in-depth details can be viewed for each transaction. How to turn on: [https://labs.predictspring.com/cms/inventory-configs](https://labs.predictspring.com/cms/inventory-configs) In CMS, go to **Inventory > Inventory Configurations.** Under **Provider**, select "**Salesforce**". Turn on **Is Salesforce Controller of Records**. Save your changes. ![The Inventory Ledger 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_inventory_ledger.png) ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/images/icon_important.png) Important If the Inventory Configuration is set to any other Provider, inventory won't be recorded. This doesn't give you accurate results in the ledger. How to access: [https://labs.predictspring.com/cms/inventory-ledger](https://labs.predictspring.com/cms/inventory-ledger) In CMS, go to **Inventory > Inventory Ledger**. Under **Store**, select or search for a store. Under **Entry Type**, select the transactions you wish to see in the report (for example, **Sold**, **Returned**, **Cycle Count**, and so on) or select all. Under **Products**, enter the IDs of the products you want to see in the ledger. This can be done through manual entry, selecting from the **Product Picker**, or importing a CSV file. (Optional) You can configure the date to view the ledger for a specific date range. Select **Search**. ![The Inventory Ledger Settings and 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_inventory_ledger_settings.png) Learn More: [Inventory Ledger](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_inventory_ledger_in_retail_cloud.htm&release=264.0.0&type=5 "Use an inventory ledger to track item details, quantities, costs, dates, and balances in Point of Sale CMS.") ## Allow Completion of Cycle Count Batches What it does: Starting in app build 9.4.1, managers can access and close a batch that is "In Progress" (batch is active/scanning) that was initiated by other managers or associates. It's important to note they can’t edit a batch (for example adding items, alterations, and so on) other than their own. How to configure: [https://labs.predictspring.com/cms/custom-api/create/new](https://labs.predictspring.com/cms/custom-api/create/new) As a prerequisite, associates need their approval configuration set for: - **Cycle Count Batches** (governs ability for user to have permission to close the batch) - **Cycle Count Batches Actions** (governs whether the user can see other users' batches) ![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 Managers don't need the previous approvals configured, as their roles have this functionality out-of-the-box. ![The Create Associate Approval Policy 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_cycle_count.png) Learn More: [Managing the Cycle Count (Manager Experience)](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_managing_cycle_count.htm&release=264.0.0&type=5 "If you are a store manager, you can use manager-specific views in Point of Sale CMS to oversee store associate counts, manage and edit batches, and view product statuses to efficiently monitor and maintain accurate inventory.") ## Promotions ## Employee Discount Validation What it does: POS provides employees with a way to enter their employee information to receive discounts while making purchases. For app builds before version 9.4.1, any employee information inputted for employee discounts is recorded without validation. However, starting with version 9.4.1, Salesforce allows validation using an SPI. Upon entering employee information, a request is sent to the endpoint with the input data. If the information is valid, the promotionsare applied. If not, an error message will be displayed to the store associate, and the promotions aren't applied. How to configure validation via SPI: [https://labs.predictspring.com/cms/custom-api/create/new](https://labs.predictspring.com/cms/custom-api/create/new) In CMS, go to **Integrations > Customer Connectors**. Select **Create** in the upper right to configure the SPI. Under **Connector Type**, select "**SPI**". Under **Endpoint Name**, select "**VERIFY\_EMPLOYEE - Verify Employee**". Under **API Endpoint**, enter the URL endpoint of the SPI. Under **Integration Type**, enter "**HTTP\_POST**". Under **JSON Headers**, enter "{"**contentType": "application/json**"}". Save your changes. ![The Employee Discount SPI and Webhool 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_emp_discount_connect.png) Optional Configuration: To require a Manager's Approval for Employee Discount sales, refer to [this article](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."). Learn More: [Employee Discount](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_checkout_emp_discount_configure.htm&release=264.0.0&type=5 "POS lets employees enter their information to receive purchase discounts. To apply discounts, create a Customer rule that checks for an employee when you create a promotion. You can also configure employee validation using an SPI to validate employee information before applying promotions.") ## Omni Channel ## Bulk Change Pickup Location for All Items What it does: For app builds 9.4.1 and later, you can bulk change all items in the cart if they don't share the same pickup location if you have "Enable only one pickup location per order" on. ![The Update Pickup Location window 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_cms_modules_omnichannel_pickup_location.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.") ## Bulk Change Fulfillment Type What it does: Starting with app build 9.4.1 or greater, enhancements were made to permit bulk edits within the cart where certain combinations of items for fulfillment are prohibited. Associates can convert all items that fall under these restrictions. ![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 For app builds before 9.4.1, manually adjust the fulfillment types for each item to complete the order. How to configure: [https://labs.predictspring.com/cms/custom-api/create/new](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. ![The Order Conflict, Convert window 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_pickup_later.png) Learn More: [Inventory Event Webhooks](https://developer.salesforce.com/docs/commerce/retail-cloud/guide/inventory-event-webhooks.html) ## Delivery Date Picker What it does: The POS app provides an option to capture delivery and pickup dates for products. Store associates add date and time slots for products after adding them to the cart. The products will be delivered to or picked up by customers at the selected date and time. Salesforce supports four methods for configuring delivery dates on the POS app: custom integration, SPI integration, manual CMS configuration, and defaults provided by Salesforce Backend (30-day window frame excluding Sundays). ![The Pick Date window for delivery date selection 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_date_picker.png) Learn More: [Omnichannel: Configuring Delivery & Pickup Dates](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_omnichannel_configuring_deliveryand_pickup_dates.htm&release=264.0.0&type=5 "Configure delivery and pickup dates to provide customers with the ability to select delivery options in the Point of Sale (POS) app.") ## Returns/Refunds/Exchanges ## Default Tender for NRR (Reported Tender for the Sales that are Covered by the Value of Returned Merchandise) What it does: Allows merchants to configure their preferred tender type for reporting the exchange value of a No-Receipt Return. Under this configuration, merchants can set their preferred tender type for the sale portion of the exchange. 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 a NRR.This tender is used as the original tender for the portion of the exchange that is purchased with returned merchandise as there's no value available for a NRR. Any portion of an uneven exchange that requires additional tendering reports the actual tender values used How to configure: [https://labs.predictspring.com/cms/stores/return-policy-config](https://labs.predictspring.com/cms/stores/return-policy-config) In the CMS, go to **Store Management > Return Policy Configuration**. Depending on whether the policy is for online or offline, select **Add Policy** to the right of the respective option. Under **No Receipt Returns**, configure the settings as follows: - Turn on **No Receipt Returns** to permit returns without a receipt. - Select the tender type(s) for refund under **Tender Type**. - Select the tender type(s) to be reported in an NRR exchange under **Reported Tender for the Sales that are Covered by the Value of Returned Merchandise**. - If "**Credit Card**" or "**Gift Card**" is selected, enter the **Reported Card Type** and **Reported Card Number** for NRR exchanges. - Optionally, turn on **Requires Manager Approval** if a manager login is needed before completing NRR in the POS app. - Optionally, turn on **No Receipt Tax Returns** to permit returns with taxes without a receipt. ![The Edit Online Policy section in Point of Sale CMS, with No Receipt Returns settings configured.](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_nrr_tender.png) Learn More: [No Profile, No Card, No Receipt Returns (NRR)](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_returns_nrr_overview.htm&release=264.0.0&type=5 "Allow returns for customers who don’t have a purchase receipt or a customer profile. No Profile, No Card, No Receipt Returns (NRR) in Point of Sale are performed at the lowest historical price and only if the returning item is still available in the system.") ## Core Platform ## Speech Recognition Beta: Voice Command Deep Link Mapping What it does: Further enhancements have been made to our Voice Command beta. You can now define nouns and customize Speech Recognition within the app across various languages. As app configs are language-specific, Speech Recognition can also be tailored to each language. For example, if an app configuration is configured in the Spanish language, select that configuration to define verbs, nouns, and adjectives in Spanish. ![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 enhancement is available on the POS app. To use the improved speech recognition in the POS app, turn on the UseEnhancedVoiceCommands setting and configure at least one deep link under the Voice Command Deep Link Mapping setting in CMS, starting from v9.4.1. How to configure: [https://labs.predictspring.com/cms/apps/all](https://labs.predictspring.com/cms/apps/all) In CMS, go to **Apps > All**. Edit the app configuration to have speech recognition. Go to **Modules > Voice Commands**. Under **Voice Command Deep Linking**, configure noun phrases for deep links to be used with voice commands. ![The Voice Command Deep Link Mapping 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_pos_settings_voice_cmd_deep_linking.png) Select the pencil on the right side of the setting to configure it. Under **Deep Link**, select a deep link to map to an action. Selection automatically populates supported nouns and adjectives for only app configs configured in the English language and for app builds 9.4.1 and after. Under **Action Type**, select an action to map to the deep link. Under **Adjective Words**, enter adjectives associated with the deep link mapping. Under **Noun Words**, enter the nouns that start the deep link mapping. (Optional) To add mappings, select **\+ ADD** in the upper right. To delete a mapping, select **DELETE** in the bottom right. ![The Voice Commands Deep Link Mapping 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_deep_link_mapping_speech_recog.png) Learn More: [Speech Recognition (Beta)](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_settings_speech_recognition_beta.htm&release=264.0.0&type=5 "Turn on speech recognition in the POS app to streamline workflows. With voice commands, users can efficiently access features, turning on hands-free operation, and enhancing accessibility. Configure custom voice commands and deep links in CMS to tailor the experience for different languages and actions within the app.") ## Additional Feature Enhancements
TitleDescriptionHelp Center Link
Add Store ID Label on Saved Cart and Quotes List ScreenQuotes and Saved carts are enhanced to include Store ID for better search and trackingQuotes, Saved Carts
[Fiscalization] Portugal NRR SupportIncreased fiscalization compliance for Portugal to include date range for No Receipt Returns (NRR)Fiscalization Requirements for Portugal
Salesforce Commerce Einstein IntegrationAbility to configure product recommendations on Salesforce’s app with EinsteinProduct Recommendations
Print PS Tag for Logged In AssociateUpdated print receipt tags that render logged-in associate's ID and name (vs. attributed associate)Print Tags Comprehensive List
Show VAT total on cart screenVAT total shows in the cart summary for VAT-enabled countriesTax Rate Feeds & Setup
Open Till Prompt for ReconciliationNew prompt for opening the till if reconciling a cash tillReconcile Open Tills in CMS