--- schema_version: "1" id: 53255dd07d77fd229cbfda3a1e1b93fe9c09671b8ab1f29f277122dc470387e3 title: January Build Summary (9.7.1) 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_7_1.md canonical_url: https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_7_1.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 782a91ddb2880dc0f71dc7eeb95e985ebccb1f3ee6e8b71baaf6697fec32b7d4 description: Build summary for Modern POS version 9.7.1, including what new features and changes it contains. products: - Commerce release: "264" --- # January Build Summary (9.7.1) Build summary for Modern POS version 9.7.1, including what new features and changes it contains. ## Overview of All Features | Theme | Feature | Benefit | | --- | --- | --- | | Loyalty | [Loyalty (Beta)](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_7_1.htm&release=264.0.0&type=5) | Merchants can use their customer creation form to add shoppers to their loyalty program. The POS can use loyalty rewards passed in the customer's SPI lookup. The Customer 360 profile has been improved to make it easier to see and track loyalty customers. It now has badges and more loyalty data. | | Inventory Management | [Adding items to an ASN Receiving](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_7_1.htm&release=264.0.0&type=5) | Ability to add an item to an Advanced Shipping Notice (ASN) if it's not in the ASN file but in the product catalog. This requires a CMS flag to turn on this capability for store associates | | Inventory Management | [Re-Scan in ASN Receiving](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_7_1.htm&release=264.0.0&type=5) | Ability to rescan items in an ASN receiving flow if a mistake is made | | Inventory Management | Product Search Capability for Inventory Flows ([Cycle Count](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_completing_cycle_count.htm&release=264.0.0&type=5 "Finalize cycle counts after verifying all batches are complete and items are scanned. Configure settings to automatically update inventory counts or send files for corporate review."), [Store to Store Transfer](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_inventory_store_to_store_xfer.htm&release=264.0.0&type=5 "Facilitate the movement of merchandise between stores, allowing merchants to optimize inventory levels, aligning with regional demands."), [Return to Vendor](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_inventory_rtv_transfers.htm&release=264.0.0&type=5 "Facilitate the movement of merchandise from a store back to either a vendor or a warehouse.")) | For cases where products don't have a barcode, you can search the product catalog to add items to Store-to-Store (STS) transfers, Return-to-Vendor (RTV), and Cycle Counts (CYC). | | Payments | [Switching Between Tap to Pay and Payment Terminal](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_7_1.htm&release=264.0.0&type=5) | For Tap to Pay-enabled iPhone devices, there's now an ability to switch to a payment terminal if necessary from the device. This can be done from the Device Manager or a new deep link directly from the cart. | | Offline | [Offline Switch & Configurable Network Timeout](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_7_1.htm&release=264.0.0&type=5) | New offline switch permits you to switch between offline and online. It also has a new field that you can change to make offline more sensitive based on your network settings. | | Omnichannel | [Send Sale Fulfillment in POS](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_7_1.htm&release=264.0.0&type=5) | New Omnichannel setting allows merchants to add orders that are Ship to Home from Current Store directly to the store fulfillment (Buy Online, Fulfill In-Store \[BOFIS\]) queue. Inventory movements follow the fulfillment status. | | SPI | [GTIN included in Inventory SPI Spec](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_7_1.htm&release=264.0.0&type=5) | Request for inventory SPI enhanced to include GTIN for merchant lookup | | SPI | [Multiple Order Controller (BORIS)](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_returns_config_boris_order_controller.htm&language=en_US) | Ability to support more than one order controller for BORIS if you want to maintain Point of Sale as order controller for all other fulfillment types | | API | [API gateway metrics on CMS](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_7_1.htm&release=264.0.0&type=5) | Monitor API quotas and usage to avoid and more quickly debug timeouts | | Other | [Other Feature Enhancements](https://help.salesforce.com/s/articleView?id=commerce.rt_releases_bfs_9_7_1.htm&release=264.0.0&type=5) | Varies | ## Loyalty ## Loyalty (Beta) What it does: Merchants can use their customer creation form to add shoppers to their loyalty program. The POS can apply loyalty rewards passed in the customer's SPI lookup. The customer 360 profile has been improved to make it easier to see and track loyalty customers. It now has badges and more loyalty data. What you can do: - Track customers by their unique Loyalty ID - Display and track available rewards, point balances, and tiers, and integrate them with Customer Profile - Easily identify loyalty members with a badge - Apply customer rewards directly in the cart with a new deep link - Apply rewards as coupons or transaction discounts Learn More: [Point of Sale Loyalty Overview](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_clienteling_loyalty_overview.htm&release=264.0.0&type=5 "Point of Sale supports loyalty integration. This integration facilitates the search for loyalty customers within the app, and shows and applies available rewards to the cart.") Coming Soon: Additional receipt tags and loyalty enrollment on edit customer flow ## Inventory Management ## Rescan Items in an ASN Receiving What it does: Ability to rescan items in an ASN receiving flow if a mistake is made ![An item shown in the POS app with the Rescan option shown.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_pos_inventory_rescan.png) Learn More: [Configure Advanced Shipping Notice (ASN) Receiving](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_inventory_asn_receiving.htm&release=264.0.0&type=5 "Set up accurate inventory receiving, check merchandise against prearrival notifications, and set reason codes for inventory mismatches in Point of Sale.") ## Adding Items to an ASN Receiving What it does: Receive items that weren't originally included in the ASN report but were included in the shipment. The POS app permits you to only get items from the ASN. You can either get more or less than the items that are in the ASN. However, to get items that weren't first listed in the ASN, you can set a flag in the CMS to turn on manual receipt of unspecified items. How to configure: 1. In CMS, go to **Store Management > Store Settings > Inventory** 2. Turn on **Allow ASN Manual Receive Items**![The Inventory section of Point of Sale CMS, where you condigure the Inventory modules.](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_asn_manual_receive.png) The POS app checks if the scanned item is present in the product database. If not found, the app provides the user with the option to manually receive it. ![An item showing as missing from the carton 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_asn_item_missing.png) The manually received items are displayed in a dedicated section, and if necessary, you can delete them. Additionally, information about unlisted items is recorded in an event file along with their product details. ![A list of items in a carton received by the merchant, showing in the POS app 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_inventory_asn_scanning.png) Learn More: [Configure Advanced Shipping Notice (ASN) Receiving](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_inventory_asn_receiving.htm&release=264.0.0&type=5 "Set up accurate inventory receiving, check merchandise against prearrival notifications, and set reason codes for inventory mismatches in Point of Sale.") Learn all about Advanced Shipping Notice capability: [Othert in Point of Sale Webhook Summary of Point of Sale API, SPI, and Webhook Specs](https://developer.salesforce.com/docs/commerce/retail-cloud/guide/retail-cloud-api-spi-webhook-specs.html#retail-cloud-webhook-summary) ## Payments ## Switching Between Tap to Pay and Payment Terminal What it does: Switch between Tap to Pay and a connected terminal in two ways on a register that uses Tap to Pay: from Device Manager, and, if the deep link is set, from the Cart Options layout. This makes it easier to change, especially in a multi tender situation. Via Dvice Manager ![The Tap to Pay tile in the Device Manager](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_cms_hardware_tap_pay_tile.png) Via Deep Link ![A deep link to be selected in the Cart Options screen](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_cms_hardware_tap_pay_deep_link.png)![The POS app showing the option to switch from Tap to Pay to a secure terminal.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/retail/images/rt_cms_hardware_tap_pay_terminal_no_dm.png) Learn how to Configure: [Tap to Pay - User Experience](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_hardware_tap_pay_ux.htm&release=264.0.0&type=5 "Quickly process customer payments on a Point of Sale register configured to use Tap to Pay.") Enable Tap to Pay Today: [Tap to Pay Overview](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_hardware_tap_to_pay_overview.htm&release=264.0.0&type=5 "Accept contactless payments directly on an iPhone using the Point of Sale (POS) app.") ## Offline ## Offline Switch & Configurable Network Timeout What it does: New offline settings let you switch between automatic and manual switching. You can also set a network timeout field to change how sensitive you are offline based on your network settings. How to configure: [https://labs.predictspring.com/cms/stores/configuration/offline](https://labs.predictspring.com/cms/stores/configuration/offline) ![The Offline Configuration 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_config_offline_switch.png) Auto: Indicates the POS automatically switches to Offline Mode in the event of an outage. Manual: Indicates that associates manually switch the POS to Offline Mode in the event of an outage. The POS app retries the request for the specified period, but won't automatically enter Offline Mode. Turn on '[Offline Mode' deep link](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_settings_pos_offline_support_configuration_and_setup.htm&release=264.0.0&type=5 "Turn on and configure offline mode for your POS to confirm continuous operation during network outages.") for this to work. Network Timeout: Time in seconds to wait for a response from Point of Sale. The default is 120 seconds if no value is specified. Learn more about Offline and how to turn on this setting: [POS Offline Support](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_store_settings_pos_offline_support.htm&release=264.0.0&type=5 "Continue operating the POS app if the device isn't connected to WiFi or Ethernet, or your internet service is down. Sync the POS app data after you're back online.") ## Omnichannel ## Send Sale Fulfillment in POS What it does: Eliminate the risk of misplacing an order if transferring a Send Sale from cash wrap to back office. Omnichannel’s Ship to Home from Current Store carries an order systematically from transaction complete to order packed and shipped via BOFIS queue and order processing. How to configure: If you turn on Ship to Home From Current Store fulfillment, items in carts with this fulfillment type are allocated to the BOFIS queue for review and packing. ![The Omni Settings 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_omnichannel_1.png)![The Omnichannel settings 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_omni_settings_2.png) Learn more: [Enabling Omni Settings in Point of Sale CMS](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_modules_enabling_omni_settings.htm&release=264.0.0&type=5 "Set up Omnichannel fulfillment options in CMS so that your store associates can fulfill orders from the Point of Sale (POS) app.") ## SPI ## Multiple Order Primary SPI What it does: Buy Online, Return In-Store (BORIS) is an order fulfillment method that allows customers to purchase products online and have them shipped to their homes. If customers are unsatisfied with their purchases, they can return them to in store. Merchants can set up an external controller for BORIS orders. They can still use Point of Sale's order management system for all in-store orders. This allows merchants to have a separate ecommerce controller and still process BORIS returns as receipted and referenced. How to configure: 1. In CMS, go to **Integrations > Custom Connectors** 2. Select **Create** in the upper right of the screen 3. Under **Connector Type**, select "**SPI**" 4. Under Endpoint Name, select "**BORIS\_GET\_ORDER\_DETAIL**" 5. Configure the rest of the fields by referring to [Point of Sale API, SPI, and Webhook Specs](https://developer.salesforce.com/docs/commerce/retail-cloud/guide/retail-cloud-api-spi-webhook-specs.html) 6. Save your changes ![Configuring the Custom Connectors in Point of Sale CMS for getting BORIS order details.](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_boris_order.png) Learn more: [Separate Order Controller for Buy Online Return In-Store (BORIS) Orders](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_returns_config_boris_order_controller.htm&language=en_US) If you're using Salesforce as the order controller: [Enable BORIS for SFOMS Integration](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_oms_boris.htm&release=264.0.0&type=5 "Buy Online Return In-Store (BORIS) allows customers to purchase products online and have them shipped. Customers can return the product to a physical store or alternative location if they are unsatisfied with their purchase. Enable Point of Sale's BORIS feature so customers have options for how they receive and return their products. Review the sections and corresponding components in the CMS to get started.") ## Track Inventory by GTIN What it does: If the Inventory SPI is configured, manage inventory by GTIN number by configuring the endpoint ![The SPI endpoint for GTIN 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_gtin.png) Learn how to Configure: [Service Provider Interface (SPI) in Point of Sale API, SPI, and Webhook Specs](https://developer.salesforce.com/docs/commerce/retail-cloud/guide/retail-cloud-api-spi-webhook-specs.html#service-provider-interface-spi) ## API ## API Gateway Metrics Page What it does: Monitor your API quotas and usage to avoid and more quickly debug timeouts. The table provides descriptions and use cases for the API Usage Settings fields. They aren't editable and are used for API management. They encompass the monthly request limit, usage tracking, rate regulation per second, and burst handling for unexpected surges in a merchant environment. | Field | Field Type | Description | | --- | --- | --- | | Quote | Auto-Generated | Maximum number of permitted API requests per month | | Remaining Quota | Auto-Generated | Number of API requests remaining for current month | | Rate Limit | Auto-Generated | Maximum number of API requests allowed per second | | Burst Rate Limit | Auto-Generated | Maximum number of API requests allowed in a burst that exceeds API rate limit | Learn more: [Merchant Configuration and API Integration Fields](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_pay_gate_merch_config.htm&release=264.0.0&type=5 "Merchants in the CMS have key properties such as their name, locale, region, and currency support. Using Cloud configuration details, Point of Sale connects to the merchant's e-commerce platform. View the merchant's developer credentials, API keys, and related API usage details for efficient API management. You can also determine if the environment is active and if it's a store merchant.") ![The API Usage tab in the Merchant COnfiguration 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_api_usage.png) Access to CMS Page: [https://labs.predictspring.com/user/login](https://labs.predictspring.com/user/login) ## Other Feature Enhancements | Title | Description | Help Center Link | | --- | --- | --- | | New Receipt Tags: PS Print Receipt Tags for Attributed Associate and email and print financing tender tags | New receipt tags to show number of associate attributed to a sale (that is, for commission purposes) and financing tender information. An attributed associate name is available with our next release along with the email tags for attributed associate. | [Attributed Associate Tags](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_layouts_receipts_tags_list.htm&release=264.0.0&type=5 "Show dynamic data in your layouts by using Point of Sale print tags as placeholders. Each tag includes its description, location, receipt components, group list, and data mapping. Grouped lists output multiple data points for each tag."), [Finance](https://help.salesforce.com/s/articleView?id=commerce.rt_adv_config_3p_int_finance_configure.htm&release=264.0.0&type=5 "Integrate Point of Sale CMS with your finance systems using the new payment gateway integration. You can now configure systems such as Synchrony and Nebraska Furniture Mart. Streamline your financial processes and gain better control over payment transactions. Accept payments seamlessly through your Point of Sale CMS.") | | ASN reports in CMS | Now requires an input to be made before getting report back to optimize the speed. | [https://labs.predictspring.com/user/login](https://labs.predictspring.com/user/login) |