Author: Appetize

New

1. “True Up Count” section in Inventory. The section presents “Current count” that is based on current stock quantity (including transfers/orders etc). User is able to update item’s stock (it will override current stock), search for particular items and change their quantities
2. “Stand Sheet” section in Inventory that allows for modifying opened Inventory report numbers (Count In, Waste/Comp, Count Out) or locks reports for editing
3. Ability to export and import Inventory items. Items can be updated and deleted on importing.
4. Search boxes have been added to “Add Depletion Rate” modal.
5. “Brands” tab was added to “Inventory Option” menu tab. Now user can assign Inventory Items to a specific Brand.
6. “Categories” tab was added to “Inventory Option” menu tab. Now user can assigne Inventory Items to specific Inventory Category.
7. “Unique ID” parameter has been added to Inventory Items.
8. An option to require tip confirmation when closing order in Pending closed has beed added to Employee Role “Fee/Tip” tab. “Are you sure that’s the Tip?” pop up has been added on Activate when adding a tip.
9. Live Chat is available on every page of Connect through “Contact us!” button at the bottom of the page, not only from Help section.
10. Pending Orders Report. The Report shows list of currently open orders and their details.
11. Possibility to hide and show Import/Export Items buttons in Connect Role permissions.
12. We updated “Depletion Rate” modal. Now user can add depleton rate for item and item modifier in one place.

Changed

1. Menu items on inventory landing page have been updated
2. Two decimal places are shown for prices in “Overview” section.
3. “Inventory Report” name has been changed to “Inventory Event”.
4. All lists and items are alphabetized by default on inventory views.
5. Settings of “Modifier price override” parameter are copied from Catalog Item to Inventory Item.
6. Orders with total equal $0 are not proccessed by the gateway.

Fixed

1. If you click mark delivered button on Purchase Order and go back without submitting the receiving order, it marks it as delivered.
2. “Other” items added without a photo shows photo directory url.
3. Wrong placement of “Depletion Rate” label in “Inventory Setup” section.
4. Transfer popup is trimmed for the last item in the list.
5. Marking item as Sold Out logic based on item quantity in inventory is updated. Item with ingredients (when its quantity is not being tracked) will be marked as Sold Out when one of its ingredients is not available.
6. Possibility to transfer between untracked items.
7. Layout issue in Vendor Inventory Report for Merchandise items.
8. Report Category can not be deleted when an item is assigned to it.
9. More items can be transfered from the Warehouse than is avalible there.
10. “Other” items assigned to all Vendors has negative value of “Out for sale”.
11. No possibility to edit Purchase Orders.
12. If user click “Mark Delivered” button on Purchase Order and go back without submitting the receiving order, it marks it that it has been delivered.
13. Revenue Analysis data is not shown before Venue report is Counted In.
14. “Out for sale” fields are shown in “Setup” section for Vendors part.
15. Wristband customerRef changed to UID.
16. Warehouse Stock updates are not handled properly.
17. When items with additionals are refunded, wrong numer of items gets refunded.
18. “Inventory” and “Out For Sale” fields are shown for item with depletion rate.
19. If user adjusts Purchase Order quantity on Delivery it will not be applied to transfer.
20. Values in “Profit/Loss” tab are reduced by half when an item belongs to two Vendors.
21. The order sum shows data from one Vendor in “Revenue Analysis” part.
22. “Count Out” value is incorrect for item with deplation rate in “Revenue Analysis” part.
23. Order with multiple items discounted Declined.

New

1. Brand new interface for inventory. Multiple changes has been introduced to make item creating, tracking and purchasing easier:
   – Multiple warehouse support.
   – Multiple new pages are added: Live Overview (let’s you quickly analyze profit, inventory quantities, low stock or item gross), Warehouses, Transfers and new, redesigned vendor inventory sections.
   – Overview Revenue Analysis section contains data from reports in selected date range.
   – Purchase Orders and Distributors logic and pages are designed to let you operate more efficiently. Purchase orders can be automatically generated and sent on desired low stock condition. Instant product ordering and receiving is possible with new features
   – Quantities in Vendors and Warehouses can be manipulated only by making transfers between them
2. “Require PIN to remove stored card from a tab” allows requiring manager PIN in order to remove Credit Card info from check order. It can be enabled in Employee Role.
3. Refunded_amount is added to refund API call.
4. Pending Orders Report – You can now export through a date range to show all pending orders.
5. Sales by hour report – See the breakdown per hour of sales per category.

Changed

1. Shared accounts show the “Name” in the left corner instead username
2. Pie chart in „Dashboard” section for pending orders include all uncompleted orders
3. Report Categories moved to its own section under Options.

Fixed

1. Logout to Corp View does not work when there are multiple corporate users assigned to the Corporate.
2. Server returns double orders in API call response.
3. Tip, Fee, Taxes do not allow negative amounts.
4. When Vendors is assigned to multiple vendor groups, totals for each vendor are counted multiple times, once for each vendor group it’s assigned to.
5. Tender Type report does not respect “Analytics by Layout” setting.
6. No possibility to remove image form Vendor, Employee Role and Account.
7. “Lock” action deletes account.
8. Password is not validated when changing photo from SDK Application.
9. Transactions from others layouts are not shown in Dashboard.
10. While importing some part of accounts are placed on second page when the pagination is set to 10 per page.

New

1. “Auto Print” option on signature amount.  Receipt autoprint can be set to be executed when signature required amount is exceeded.
2. “Kiosk Mode” switch added to Employee Role. Infinea swipers can be updated to have kiosk mode enabled/disabled automatically if supported by the swiper.
3. “Sync Offline Orders” action added to “actions” panel.
4. “Wait Time” parameter is added to venue info on past orders API for the client application.
5. Ability to enable/disable fee rounding to the nearest non-zero number for an account. User is able to set it in Employee Role under Fee/Tip tab.
6. Multiple merchant account support for Braintree transactions.
7. Accounts import/export. Accounts can be added, edited and deleted by importing/exporting XLS file.
8. Ability to set start/end date for items. Items show depending on their start date and get hidden upon their end date. This also works offline and useful for Happy Hour situations.
9. “Orders” view is now added to the Corporate view. It is showing orders from all venues in the corporate group.
10. Manager PIN requirement can be enabled for promo codes. User can be asked to provide manager PIN when trying to apply promo code uder cart or individual item promo

Changes

1. BridgePay transactions are using private port to BridgePay for better performance.
2. Adding/editing “Report Categories” was moved to Options menu in Connect
3. All report queries are moved to separate server farm.
4. “order_total” and “promo_amount” parameters are added to order API response
5. Autocomplete is updated to run every 10 minutes and update all venues at the same time.
6. “Wait_time” parameter is added to venue info past orders API

Fixed

1. “Track/Don’t Track Inventory” switch is not working while editing item in Catalog.
2. Server is not returning Cash Stop after Finalize Day has been done.
3. All items are shown as refunded in KDS when I refund only one item from closed Restaurant order in Activate.
4. Completed transactions are shown as declined orders in Activate.
5. Missing indices in the push notification tables.
6. When user adds a new row or seat to level, it is created as “undefined” and user has to re-edit it.
7. Item price validation resets field to $0.00.
8. Report categories menu item does not stay after entering section.
9. Finalize Day view bug fixes.
10. In “Accounts” section offline indicators are not showing and cannot expand list to show associated iPads.
11. Mobile UI issues.
12. Image_url issues.
13. Cash actions shown only for one vendor in Live Report.

New

1. Ability to reset admin user password for corporate accounts.
2. Corporate accounts have connect permissions options that are inherited to the venues they login to.
3. Push Notifications are added to switches in Vendor Roles list.
4. “Process Transaction Before Signature” on employee role. The switch is set to “NO” by default.
5. Accounts are sorted by account types. Now every type has its own tab in “Accounts” section.
6. PIN requirement on opening Cash Drawer manually can be enabled in Permission Set for Employee Role.
7. It is possible to set separate gateway settings for individual payment types with separate credentials (for using Beacon payments on Authorize.net and BridgePay set venues).
8. Item update Push Notification sent when inventory item quantity in vendor is updated.

Changes

1. “Sold out” logic updated:
   – Alow Sold Out Sales parameter is now available only in item details. Enabling this parameter allows selling an item when it’s inventory quantity falls to zero.
   – item is marked as “Sold Out” in Activate always when an item has Sold Out parameter set to Yes in item details (or modified through KDS app)
2. Vendor Role popup is redesigned.
3. Vendor Roles, Employee Roles, Permission Sets, Items, Accounts and Codes have responsive improvements.
4. Card expiration is not required for tab opening (needed for encrypthed swiper).

Fixed

1. “Menu Price” value is incorrect in “Cost of Goods” Report.
2. Depletion Rate for an inventory itemis not included in Inventory Analysis Report.
3. “Refund Report” bugs.
4. No possibility to clock in on Activate.
5. UI issues in Account list on iPad.
6. Adding item with additional on KDS it sets “Custom vendors” to Yes by default.
7. Totals for Apple Pay, Wristband, Beacon and Submit payment types are duplicated in Live Report.
8. CC data is not downloaded for user logged in on Checkout (SDK).
9. “Sold Out” parameter in item can’t be modified from KDS app.
10. Password reset in the login page not working.

New:
1. Offline Declines Report. User can see list of transaction declined when Activate was in Offline Mode On state, their totals and estimated percentage of total revenue.
2. Live Report and Tender Type Report have new column added under “Credit Card Breakdown” sections – Transactions. User can see quantity of transactions submitted divided into specific Credit Card types and their totals.
3. Content of email receipt can be easily customized in Vendor settings.
4. New Push Notification to reset Activate menu items to their default order was added to Employee Role, Vendor and Accounts Actions panel.
5. Ability to mark Items and additional as “Sold Out” when their quantity in vendor inventory falls to 0 and sold out sales for the item is disabled.

Changes:
1. Employee Role popup is redesigned.
2. “Importing items” in Vendor popup is hidden.
3. Block possibility to add letters or special characters in Item Price. Only numeric values, “,” “.” can be entered by user.
4. User Name field in account is validated – special characters are not allowed.
5. Item import XLS files have every cell validated for content and all parameters have to be provided in such sheets.

Bug fixes:
1. Using new card on checkout is not overriding the old one.
2. Sections assigment for Vendors or Subvendors is not stored.
3. Cannot add sections in “Layout” by “Add Section” button.
4. Credit Card refund optimizations.
5. Item modifiers can not be deleted.
6. Finalize Day report isn’s shown correctly on iPad and iPod.
7. Connect Role assigned to Connect Account is shown on list of Accounts.
8. UI bugs (List of Voids is styled, Finalize Day Report view is improved on iPad and iPod).
9. Error when sending Push Notifications from “Vendors” section.
10. Missing data in “Dashboard” section.
11. “User Data” report is trimmed in report PDF version.
12. Alert is not shown when user creates new Employee Role without required information.
13. Missing tabs in Account modal blocks possibility to add new Account.
14. Average Order Size and Average Tip are incorrect on Corporate Dashboard.