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February Build Summary (9.8.1)

Build summary for Modern POS version 9.8.1, including what new features and changes it contains

Theme Feature Benefit
SPI Configuring & Printing Shipping Labels via SPI New SPI allows integration with third party shipping services to select and print shipping labels from fulfillment flows (BOFIS, Store-to-Store transfers, and Return to vendor). Preconfigured boxes and item weights can be added to CMS to speed flow of store operations.
SPI Supporting Loyalty Across the Customer Experience with Salesforce’s SPI Shopper rewards can be redeemed through the POS. New enhancements provide tags for printing loyalty rewards on receipts and having loyalty rewards tracked in Electronic Journal (EJ).
Inventory Management Bulk Adding Inventory to Store to Store Transfers Ability to enter item quantity rather than scanning individually for a Store to Store transfer.
Webhook Suspended Cart Data via Webhook Webhook provides real-time export of suspended carts for use in external audit systems.
EJ/tlog/JSON EJ Save and Share Reports in CMS Ability to save EJ filters as reports for regular review—can select to share access or keep private.
Receipts PS email and Print Receipt Tags for Attributed Associate (Line and Order) New receipts tags permit you to show the associate number and name of the attributed associate on the sale.
Core Platform Orders as a Separate Permission Option for CMS Roles More granular control to separate CMS user permissions between order reports vs other analytic reports (previously it was all or none)
Core Platform Offline Register Logs Access logs for offline events to view details such as the reason for going offline and a descriptive explanation.
Other Other Feature Enhancements  

SPI

Configuring & Printing Shipping Labels via SPI

What it does: Integration with shipping services provides item weights and box dimensions for online, BOFIS, Store to Store transfers, and Return to Vendor transfers. Further enhanced capability to print labels right from POS and to create multiple boxes as needed during the packing process.

Generating a shipment label with box dimensions:

  1. Tap the Store Fulfill Orders Ready to Ship deep link to ship ready orders.The drrp link that allows you to start generating a label.
  2. Locate the order and tap Ship to the right of it. On the shipping screen, the number of boxes are shown on the list of ready-to-ship orders. Hit Generate Label to start the shipping label flow.The Ship button next to the order in the POS app.
  3. You see predefined weights and dimensions if dynamically obtained from your feeds. Alternatively, you can enter your own.Select and configure the shipping box information in the POS app.
  4. Tap Done and the next screen permits you to select a shipping option.A window in the POS app where you select shipping options for an order and select Confirm.
  5. Select Confirm and you can print the shipment label.

Learn how to configure end-to-end: Configuring & Printing Shipping Labels via Point of Sale SPI

Supporting Loyalty Across the Customer Experience with Salesforce’s SPI

Point of Sale has added a new system to its loyalty rewards system. This system prints the loyalty points that customers have redeemed on their receipts, so they can see them right away. New print and email tags provide more visibility of discount rewards on receipts. Additionally, loyalty transactions are now recorded in the Electronic Journal and Reconciliation Report, streamlining tracking.

Available Rewards in the POS app.

Learn how to configure end-to-end: Point of Sale Loyalty SPIs

Inventory Management

Bulk Adding Inventory to Store to Store Transfers

What it does: Ability to enter item quantity rather than scanning individually for a Store to Store transfer if bulk scanning is enabled in CMS.

A window in the POS app that prompts you to confirm the quantity of an item to add to the STS transfer.

How to configure:

  1. In CMS, go to Store Management > Store Settings > OMS.
  2. Expand Advanced.
  3. Turn on Enable Bulk Receiving of Items.

Store Settings for bulk item reception in Point of Sale CMS.

Learn more: Manage Store to Store Inventory Transfers in Point of Sale

EJ/TLog/JSON

Suspended Cart Data via Webhook

What it does: Measure and track suspended carts in downstream systems in real time if integrated with Salesforce’s webhook APIs.

How to configure:

  1. In CMS, go to Integrations > Custom Connectors.
  2. Select Create in the upper right.
  3. Under Connector Type, select "Webhook".
  4. Under Endpoint Name, select "SUSPEND_CART".
  5. Configure the rest of the fields and save your changes.

The CMS shows settings for a webhook to export data for suspended cart.

Learn more: https://help.salesforce.com/s/articleView?id=commerce.rt_pos_orders_process_export_suspend_void_data.htm&language=en_US

EJ Save & Share Reports in CMS

What it does: Expanded ability to save EJ filters as reports and add them to public saved lists for quicker access to standard queries,

The Save Report Window for an Electronic Journal Report

Learn how to generate EJ reports: Viewing & Generating Electronic Journal (EJ) Reports

Learn how to save reports: Saving and Sharing Electronic Journal Reports

Receipts

PS Email and Print Receipt Tags for Attributed Associate

What it does: New receipts tags that permit you to show the associate number and name the original sale belonged to.

List of print receipt tags: Comprehensive Print Tags List

List of email receipt tags: Configure Email Tags

Core Platform

Orders as a Separate Permission Option for CMS Roles

What it does: Provide greater security and visibility to reporting with the ability to assign reporting access to a CMS user role.

How to configure:

  1. In CMS, go to Advanced > User Management > Roles.
  2. Select the Plus icon to create a custom role.
  3. Give the role a name and define its permissions.
  4. Save your changes.

Learn more: CMS User Management

Offline Register Logs

What it does: Ability to access logs for offline events to view details such as the reason for going offline and a descriptive explanation.

How to access:

  1. In CMS, go to Reporting and Analytics > Offline Register Logs
  2. Select store, date range, and register ID

Learn more: View Offline Register Logs in Point of Sale

Enhanced Speech Recognition

What it does: We partnered with a customer to seed our voice search model with brand-specific terminology so that it can be recognized in a voice search. Reach out to your CSM if you're interested in further using voice search and customizing our model to your needs as part of our beta development of this feature.

Learn more about speech recognition: Configure Speech Recognition (Beta) in Point of Sale

Other Feature Enhancements

Title Description Help Center Link
Handling Online Payment Restrictions During Intermittent Network Failures Handling ‌scenarios if the POS system is online but operating in Adyen's Store-and-Forward (SAF) mode, and a payment confirmation from Adyen is pending. Now, during return transactions, if the payment status remains unverified, the system prevents the return from proceeding. Users will be notified with the error message, "Payment is still processing for this order, return can't be initialized". Payment Error Handling
Date Format on Email Receipts Date and time displayed in the date format and language of the store's location. Receipt Layouts
Enhance monitoring to include Advanced Shipping Notice (ASN) feed ASN as new event type in feed monitoring so you can track failures and performance Configure Advanced Shipping Notice (ASN) Receiving
JSON and XML Parity Introduction of new fields to both JSON and XML to bring to parity N/A
Deposit requirements update Deposits for orders now enforce full payment for items carried out of the store (cash and carry) and show a warning if the deposit is less than 25%. Support Layaways & Deposits in POS App