Category: Activate Android

Activate Android 2.9.12

New:

  1. Disable ability to Logout to PIN screen when items are in the cart.
  • When user, who is logged in with Shared account adds some items to the cart and taps the “Logout” button located in upper-right corner, he will not be able to Log out of Activate until items are stored in cart
  • Note! This would work only for Shared accounts

 

Fixed:

1. Issues with Loyalty Card button shown in Settings gear.

  • Currently, when user taps the Settings Gear via Activate, he can see Loyalty Card textfield.
  • When Loyalty Card is tapped, user sees a list of Loyalty Card types available for the account.
  • After choosing the Loyalty Card, i.e “Skidata”, user needs to enter card number manually/ swipe/ or scan a card and confirm with “Assign Loyalty Card” button.
  • When card number is validated successfully, user sees the alert “Loyalty card was successfully assigned to order”.

 

2. Closing Check Orders with no items in the cart. 

If a Check Order is left with no items (for 0.00) you can close it.

  • Open a check with some items (open with Name, or with Credit Card)
  • Choose the open check and delete all items from the cart
  • Your check order should show zero items
  • Tap “Closeout Check”
  • Close the check with CC or choose another payment method, i.e. cash
  • The Check Order should move from “Waiting for Payment” to “Completed” and the previous alert “Please add items to continue” should not be shown

 

3. Respecting “Hide 0.00 Price Permission Set toggle”.

  • Now, when “Hide 0.00 Price” permission = YES on Connect, Activate hides price of items that have 0.00 price set.
  • So a customer instead of “Hot Dog $0.00” item should see “Hot Dog” item

Remember: To check whether this Permission Set is enabled, check Connect -> Options -> Permissions Sets -> Main View -> “Hide 0.00 Price”

4. Item Level Discount – fixes. 

  • Add some items to the cart
  • Tap “More” button
  • Choose “Discount” menu
  • Select item level discount
  • If you tap the Discount more than once, it won’t be applied over and over again to the same item

 

5. Custom Tender display on Activate and on receipts as cash.

  • When Custom Tenders are used for Activate account, they will not be displayed on screen or printed as cash tender
  • This means that the “$” sign used for Cash orders should never show up next to Custom Tender amount

 

6. Custom Tip – Number Pad is not displayed. 

  • Add some items to the cart
  • Swipe a valid Credit Card
  • When Tip choice appears, tap “Custom”
  • A Number pad that allows user / cashier to enter the desired Tip Amount (different than suggested Tip) shows up
  • When the correct Tip amount is entered, tap “Continue” to finalize the transaction

 

7. Issues with calculating Fee set via Employee Role.

We’ve experienced problems when Fee percentage value was set with decimals, i.e. 21.5%, as Activate was ignoring the decimal places

  • Fee that is set for Activate Account via Connect -> Options -> Employee Role -> Fee/Tip/Tax Tab
  • For Percentage Fee to work correctly, you need to select the Fee/Tip/Tax Tab and mark:
    Convenience Fee toggle = YES
    Fee Type = Percentage
    Fee Amount = i.e. 21.5
  • Currently, when such a Fee is assigned to the correct Employee Role, Activate respects the exact Fee Percentage and calculates the final amount (based on the price of items in the cart) correctly
  • Note! Fee amount may vary depending on Rounding settings.

 

 

 

Activate Android 2.10.0

New: 

1. Check Syncing

General: 

Check syncing and Order syncing allows to open checks and create orders on one Activate device and edit them on another device.

Check & Orders sync would work for devices within the same Vendor and connected to the same WiFi network.

Example:
I open a check order at workstation A, another user that operates at workstation B that is 10 metres away from me can access the same check order on a different device. Sharing the check allows (among other things) to close the check, update seats, add tip, edit order, add or delete items on two devices simultaneously.

Must know: 

  • Check & Order sync would work for single platform –  so only  on Android devices. This means that currently we do not support cross-platform sync between Android and iOS devices.
  • Users who want to sync any checks / orders, must be logged into Activate with the same account, operating for the same Vendor
  • Devices must have the same version of Activate Android installed
  • Sync works for both: POS and REST modes. Most frequently it will be used in REST mode
  • Check(s) created on one device is visible on another within the same Vendor and one WiFi network
  • Check is visible only within the same account
  • Check / Orders sync is available in two Activate modes: online & offline. Offline orders are synced once internet connection is back – without internet connection, syncing will not work

 

Connect setup:

1. Enable Check Syncing globally for the Venue, you need to:

  • Log into Connect Admin panel https://admin.appetizeapp.com
  • Click on the correct Venue from Venues list
  • On Venue Details page, you will see a settings button located on the right side of the page next to “Edit” button
  • Click on the three-dots button
  • Choose “Additional Settings”
  • In Venue General section, you’ll find “Check Syncing” toggle
  • Change Check Syncing to “Enabled” and save your changes
  • Result: Check Syncing is turned on for the whole Venue

    2. Make sure that Check / Tab orders are be enabled for the correct Employee Role assigned to your Activate account. Connect → Options → Employee Role → choose your Employe Role → Payments Tab = YES

    3. Additionally, there are two permission sets added to Connect related to Check Syncing functionality:

Both are in Connect → Options → Permissions Sets → Check Orders View

Enable Check Syncing (Yes/No)
→ By default set to YES. It allows to sync the checks via Activate.

Allow Single Check Access override (Yes/No)

IN ONLINE MODE 

The main functionality is to inform other employees that a check they want to open is being accessed on another terminal.

  • If YES, PIN confirmation is not required when accessing a check that is opened on another terminal
  • If NO, PIN confirmation is required when accessing a check that is opened on another terminal

 

IN OFFLINE MODE
(we don’t know if a check is open, since we are offline)

  • Another employee tries to access a check which is marked as open on another terminal.Permission YES: “Your device is offline. The last time it was online this check was being edited, are you sure you want to continue?” YES/NO
    Permission NO: “Your device is offline. The last time it was online this check was being edited, to access it an admin pin is required.” PIN REQUIRED
    Manager: “Your device is offline. The last time it was online this check was being edited, are you sure you want to continue?” YES/NO
  • Another employee tries to access a check which is NOT marked as open on another terminal.Every time: “Your device is offline, are you sure you want to continue? Changes to this check will sync when the device is back online.” YES/NO

 

SYNCING ORDERS – FLOW

REGULAR ORDERS:

Online Orders – Flow

  1. Open Activate on device no.1 using your account credentials.

  2. Add some items to the cart and choose the desired payment type.

    Note! Order syncing would work for all payment types.
  3. Tap “Next” until the Thanks screen is shown.
  4. At the same time, user who has the app opened on the second device (with the same account credentials) can see the order in “All Orders” Tab that shows up for a second in “Offline” and then goes to “Completed”.
  5. In case of regular Orders, there is no possibility of modification. You can only look them up on another device as “Completed” and Refund them.
    Offline Orders – Flow: 
  1. Open Activate on device no.1 using your credentials.
  2. Offline mode = ON, there are some network issues. Still, I’m creating an order with some items and paying with i.e. cash
  3. When checking the status of this order on device no.2 it won’t be shown anywhere, as the WiFi connection is lost, so the devices do not communicate
  4. Network is back, offline mode = OFF, my order on device no.1 goes to “Completed”, at the same time device no.2 shows the flash of this order in “Offline” and then in “Completed

Check orders – Flow: 

  1. Open Activate on device no.1 using your credentials.
  2. Add some items to the cart and tap “Check” to open a new Check order.
  3. Open the check with name or with Credit Card
  4. Log into Activate on the second device using the same account
  5. Open Left Menu → All Orders → Opened Checks
  6. There you can see the Check that was opened on device no.1
  7. Choose the check you want to edit and tap “Add Tip / Close Order”

Available actions for Check Orders: 

  1. Return to Menu
    → allows to add other items to the cart
    → when items are added, tap again “Check”
    → choose the Check that you want to update from the list “Open Checks”
    → confirm the alert “Add an item to Tab?” 
    → you can Return to Menu again, cancel the check or close the check order
  2. Closeout Check
    → tap to Close the Check order
    → confirm the alert “Are you sure you want to closeout check?”
    → tap “Add Tip” (if available) and tap “Continue”
    → tapping “YES” changes the check status to “Closed” on both devices and redirects you to the main menu
    → tapping “NO” just cancels the action 
  3. Cancel Check
    → tap to cancel the Check order
    → confirm the alert “Are you sure you want to cancel check?”
    → the check is cancelled, the transaction is not finalized 
  4. Print Order
    →     tap to print the current order
    → the check will not be closed
  5. Delete items from Check order
    → open the Check on device no.1
    → access the Check on device no.2 from “Check Orders” or “All Orders” view
    → reach “Opened Checks” or “Offline” checks
    → tap to open the Check
    → choose “Add Tip/Close Check” button
    → you see items added to the cart, tap the red “Delete” button to get rid of some items added by user on device no.1
  6. Offline → Online mode sync
    → open the Check on device no.1 (WiFi is off)
    → WiFi is back, Activate is in online mode
    → open the Check on device no.2 from “Check Orders” or “All Orders” view
    → the Checks that were opened in offline mode on device no.1 are visible on device no.2 as “Opened Checks” in “All Orders” view 
  7. See “Connected Devices”
    → add some items to the cart
    → open the Check
    → in top-right corner of the screen tap “Connected Devices” button
    → you’ll see how many devices are you connected to for Check Syncing feature as well as your IP address


Changed: 

  1. Email Total button added to Finalize Day.
    When you go to Activate -> Finalize Day -> Server or Local Totals, there will be additional button “Email Total” that would send an email of finalize day transactions to the email address provided.

Note! 
To be able to tap “Email Total”, you need to enable correct Permission Set on Connect.
Connect -> Options -> Permissions Sets -> Finalise Day -> Show Email button set to YES.

Fixed: 

  1. Issues with changing selected tip in Split transactions.
  2. Custom Tender display on Activate and on receipts as cash.
  3. Problem with respecting “Hide 0.00 Price Permission Set toggle”.
    Now when this permission = YES on Connect, Activate hides items that have 0.00 price set.
  4. Automatically return to Menu.

    Note! This feature works for Shared Accounts in Restaurant Mode only 
  • the option set in Connect > Options > Employee Role > General > “Automatically Return to Menu” now works for Android devices
  • when i.e 40 seconds is set, Activate would exit the Confirmation Screen once the transaction is finalized after 40 seconds of inactivity from user/cashier
  • this is the same action as if the user tapped in the Confirmation Screen to go back to main menu

 

Activate Android 2.9.11

New

The ability to filter inventory items by Chargeable and Non-chargeable options

In Connect there is an option to filter items displayed on stand sheet by chargeable and non-chargeable options.

We added a similar filter in Activate app. When you go to Left menu > Inventory section and tap the button in the top left corner:

you can choose a sorting option:

  • Chargeable – show items on stand sheets that carry the price of the menu item they represent and are used to track physical/inventory sales.
  • Non-chargeable – show items that have Show Price attribute set to “No”. For these items to show on a stand sheet, “Counting” must be enabled.
  • All – show all items.

By default chargeable items are displayed.

Activate Android 2.9.10

 

New: 

  1. Rounding on Split Payment (So-called “Old Split”)

    Currently, when Rounding in Venue settings is turned on, it also applies to transactions closed with Split Payment method
    Note! Rounding in Split works only if all payments are cash! Split rounding is applied to the last split, so i.e. when you have three splits – the last is rounded up/down, depending on your Venue settings
    Split Payment setup: 
    To enable Split Payment for an account you need to make sure that
    “Split Tender” toggle is set to YES in Connect > Options > Employee Role > Payments


    Note!     You can look up more about Rounding Feature in our Functional Docs!    Rounding flow in Activate:* sample Venue rounding settings

    Activate:
    Step1. I’m adding item to the cart and then, choosing “SPLIT” payment


    Step 2. I’m choosing Split Type and payment methods (Cash)

    Note! The second “Split” amount is updated so that the Total price is rounded to nearest half.
    In short, last payment Total = last payment Total +/- rounding value


    Step3. When payment is authorized, you can look up the exact rounding value in Left Menu > All Orders view

Changed:

  1. Check orders with Easy Split payment
    Now, it is possible to make a check order and close it out with Easy Split payment

    If “Easy Split” and “Check Orders” are enabled for the Venue here’s what happens
    Step1    Add some items to the cart
    Step2    Tap “Check” button
    Step3    Choose Check opening method
    Step4    When customers are ready to close the Check tap “Closeout Check” and then “Select Payment Method”

    There’s a new option – “Easy Split” here. Tap it and then proceed as with usual Easy Split payment.

Fixed:

  1. Check orders with weight item crashes.
  2. Crashes on split payments. 
  3. Split by amount – issues with editing transaction details.
  4. Printouts for specific transaction types – item with modifier.

Activate Android 2.9.9

New

  1. Scale Integration
  2. Print button for timekeeping receipts
  3. Cash drawer opens on refunds only for cash transactions
  4. Require PIN for removing items from cart

Changed

  1. CC payment changes
  2. Pending and Completed order count on Finalize Day print

Fixed

New [ps2id id=’new’ target=”/]

  1. Scale integration [ps2id id=’scale’ target=”/]
    After attaching a scale to the device you can get the weight of items automatically, instead of manually entering it.
    Additionally,     tare weight can be assigned to each item. Its value is later removed from the value of weighed item. This is a useful when you do not want customers to be charged for the weight of containers.
    The tare weight is defined at the item level,     and inherits the metric of the item automatically.
    Supported scale model: Mettler Toledo Ariva-S

    1. Connect a scale via USB.

    2. In Connect > Items > Detailed Information define unit of measure used for items.


      Note: The system assumes the scale is set to the correct unit of measure. If unit of measure set in Connect does not match unit operated by scale, the outcome may be incorrect.

    3. Set a tare weight if needed.

    4. Place an item on scale.   

    5. Tap “Add” button on the pop-up to add the item to cart. To close the view tap anywhere outside of the alert.

    Manual entry
    If you want to enter the weight of item manually, tap the text field     or “Manual entry” button. It is marked on receipt with M (= manual).
    Note! If the item has tare weight set, it is subtracted from manually entered weight as well.

  2. Print button for timekeeping receipts [ps2id id=’timekeep’ target=”/]
    With the timekeeping (Humanity) module enabled, employees can clock in and clock out on the Activate terminal. When employee clocks out, Activate displays the amount of the time they have worked. After the new button has been added, it is possible to print that information on receipt.
    And how it looks on a receipt:
  3. Cash drawer opens on refunds only for cash transactions [ps2id id=’refunds’ target=”/]
    We added new permission set in Permissions Sets > Cash drawer section called “Open cash drawer on refunds only for cash transactions”.
    When enabled (set to     Yes) cash drawer opens after a cash transaction.
    No means that cash drawer opens for any transaction.
  4. Require PIN for removing items from cart. [ps2id id=’reqpin’ target=”/]

    When set to Yes in Connect > Options > Permissions Sets > Main View, Activate requires Admin PIN to remove an item from cart or clear cart. It applies only to the main view, not check view.

Changed [ps2id id=’changed’ target=”/]

  1. CC payment changes [ps2id id=’cc’ target=”/]
    • Disable Signature if CVM is PIN
      If the credit card is verified via PIN, a signature is not required.
      When Digital signature = Yes and CC verification is done via PIN, Activate does not prompt the user to sign on the screen.
      When Digital signature = No and CC verification is done via PIN, on CC voucher there is a message “Verified by PIN” and no place for signature.

    • If a card is removed from the CC device before a transaction is fully completed (terminal screen says “Do not remove card”), the transaction is cancelled and on Activate the proper alert is shown.

    • The same happens if the CC device is disconnected from the POS before the transaction is fully completed.
      Note: Cancelling transaction is indicated by turning off lights on terminal.

    • If a chip card cannot be read successfully, a terminal prompts to swipe instead, and then proceed with transaction.

    • Currency is displayed on receipts and CC vouchers by default now.
      Depending on Connect settings displayed currency is either USD or CAD.
      Example: USD$ 1.70

    • For CC payments the Auth code is printed as well.
      Example: Auth : 0AB200
    • New info added to prints:
      – Barcodes are printed on all CC vouchers, not only finalized receipt.
  2. Pending and Completed order count on Finalize Day print [ps2id id=’pending’ target=”/]
    On Finalize Day receipt except for Total Orders count (count of all of the orders), there are added new ones for Pending, Completed and Offline orders.
    Total order count = Completed order count + Pending order count + Offline order count

    It’s available only for REST mode.

    Fixed [ps2id id=’fixed’ target=”/]

  1. Calculation fixes
  2. UI improvements – increased font size

Activate Android 2.9.8.2

CONTENTS:
NEW
1. Member Benefits 
2. Multiple barcodes scanning for single item
3. Order information updated with device name
4. Venue name added to diagnostics file 
5. Alcohol – (Drink Limit) per order
CHANGED
FIXED

NEW: [ps2id id=’new1′ target=”/]

1. Member Benefits  [ps2id id=’mb2′ target=”/]
– This new feature enables SKIDATA clients to get automatically assigned discounts per item or per order
– When customers scan their barcodes /swipe card /enter manually their loyalty card, all the assigned discounts are added to the order
– Member Benefits will function in both Activate modes: normal and Retail
– Available ONLY for the accounts with Easy Split enabled

PRECONDITIONS:
Member Benefits are enabled via Connect and the SKIDATA portal
– Easy Split enabled (Connect > Options > Permission Sets > Payments)
– Connect: SKIDATA  is enabled for the Venue
– Connect Discounts need to be created to link to the Benefit Code


– Next, on SKIDATA settings page (Settings > Member Value) Benefit Codes need to be added. The Benefit Codes must match the Connect discounts in terms of: name, value, type. Benefit Code needs to have the correct user ID assigned and the correct discount ID assigned so that Connect, Skidata and Activate are bounded together 

– Additionally, Skidata Database setup (parameters for Member Benefits) must be set

AND WHAT IS HAPPENING ON ACTIVATE?
– Add some items (that have discounts assigned) to the cart
– Tap “More” button that redirects you to “Assign Loyalty Card” button
– Tap “Assign Loyalty Card”. You will be asked to scan the barcode / swipe / enter the number manually

Note! The customer’s Loyalty Card is always scanned before payment. 

At the time when Loyalty Card is being scanned, Activate makes the following actions:

– A call is made to the Member Value System (Skidata)
– Loyalty card information is transmitted
– All “Member Benefits” for the account are transmitted back to Activate
– Activate applies the benefits

Result:

Note!
If you go to “Other” and tap Remove Loyalty Card -> All the assigned Member Benefits are deleted. The same happens when you tap the “Close Options” button. Then, you can reapply the Benefits when card is added again.

2. Multiple barcodes scanning for single item [ps2id id=’mkfff’ target=”/]

– How this works? One item can have more than one barcode assigned via Connect. Next, scanning any of the assigned barcodes allows to add the same item to the cart

HOW TO SET BARCODES VIA CONNECT

1. Connect -> Items -> Codes tab

2. reach “Codes” tab
3. click “Add code” button and fill in the necessary fields
Code = the name of your Barcode
Type: Barcode

Note!
It’s not possible to have i.e. item and modifier with the same barcode and it’s not possible to have the same barcode twice per venue

Repeat steps 1-3 to add another Barcode. The functionality is designed to support multiple Barcodes.

Additionally, some settings are needed on Connect > Employee Role
Employee Role General Page (click YES)

Also, the Barcode Scanner should be enabled via Activate

1. Open Activate
2. Tap username (top-left corner) to open the left menu
3. Choose “Diagnostics”
4. Tap “Enable Barcode Scanner”

Then, if you have barcode scanner attached to your device and item barcodes are generated, they can be applied & used in simple steps:

Activate
– scan one of the available barcodes
– result: item is added to the cart

3. Order information updated with device name (Elo Devices) [ps2id id=’odkrr’ target=”/]

– the change has been done under the hood, so no setup actions required from user 

Now, the device model name will be shown on Connect > Orders > Order Details view

4. Venue name added to diagnostics file [ps2id id=’vnmae’ target=”/]
– Venue name has been added to zip file to make it easier with investigation and identification for a given client

To send the file do the following:
1. Open Activate
2. Tap username (top-left corner) to open the left menu
3. Choose “Diagnostics”
4. Tap “Send Diagnostic Info”

As a result, you’ll see the diagnostic file on FTP titled by Venue name

5. Alcohol (Drink Limit) per order [ps2id id=’alco9′ target=”/]
– respecting alcohol limit set up via Connect
– if number of alco items added to the cart is higher than the predefined limit via Connect, Activate should prompt a warning “Maximum number of alcohol is xxx” and block the user from adding more kinds of liquors

Connect Setup:
1. Go to Options -> Vendor Roles
2. Click the correct Vendor Role
3. Reach “Alcohol” tab and set Drink Limit / Limit Amount fields


ACTIVATE:
1. Open the app
2. Add some alco items to the cart
(My limit is set to “3” and I’m trying to add 4 alco items)
3. As a result, warning message is displayed and only 3 alco items are left in the cart

 

CHANGED: [ps2id id=’chang7′ target=”/]

  1. Changes on printouts in case of offline CC transactions.
    -> now the transaction shows up as “Approved” on the receipt

FIXED: [ps2id id=’fixd’ target=”/]

  1. Loaded Value Custom title button functioning.
  2. Incorrect total printed on receipt (for Easy Split transactions). 
  3. Sporadic errors on Clock In / Clock Out. 
  4. Void Reasons fixed. When doing a refund on Android devices, Void Reasons show up correctly. 
  5. Itemized Receipt printing issues. 
  6. Rounding issues when Tab and Split Tender enabled on Employee Role. 

Activate Android 2.9.7

CONTENTS
NEW
  1. MONERIS
  1.1 MONERIS IN POS MODE 
  1.2 MONERIS IN REST MODE
  1.3 “Cancel” Moneris transaction button
FIXED

NEW: [ps2id id=’NEDDDS’ target=”/]

1. Moneris [ps2id id=’modn2′ target=”/]
Moneris payment has already been implemented for Android devices.
Moneris is like any other CC payment, but it can only be used when the device (iPad / tablet / ELO) is paired with a certified iCMP Ingenico terminal. Now, several changes and improvements have been added:

   1.1 Moneris in POS (Point of Sale) [ps2id id=’pos88′ target=”/]

a) Moneris standard payment
– Moneris UI is now a bit changed in POS view 
– no digital signature view, but signature line on printouts will show up 
– “Credit Card” button redesigned. As you can see on the below screen, a small dot (red or green) appears next to this tender type.
Red – if Moneris terminal is not paired 
Green – if Moneris terminal is paired

b) Check orders added
-> When it comes to opening check order – nothing has changed. We’ve only added possibility to open check using Moneris tender.

Note! Check orders will work on Activate if on Connect > Main Menu > Options > Employee Roles > Payments Tab:

Tab is enabled for the account
Split Tender is disabled for the account 

Only then, the “Check” tender will be visible on Activate

– then, when items are added to the cart tap “Check”
Note! If the cart is empty error message appears.
– choose check opening method
– if you want to pay with Moneris  – tap “Open with Credit Card” button
– then select “Open with Credit Card” (i.e for swipe)

–  if you tap the second button “Open with CC – Manual Entry” – terminal should initialize manual entry
– if terminal is supported on this device – prepare the card and you’ll be asked to continue opening check using the terminal


  1.2 Moneris (REST – restaurant mode) [ps2id id=’rest90′ target=”/]
– creating REST orders works as usual – so for the Connect accounts that support Restaurant mode. Previous versions did not support Moneris payments
– The only difference now is that you can pay with Moneris (so only when Moneris terminal is connected to the device)
– if you want to refresh your knowledge of REST mode – go ahead and read on in our Functional docs

1.3 “Cancel” Moneris transaction button [ps2id id=’inlkf’ target=”/]
– When Moneris transaction is being processed – progress spinner is displayed
– Since there might be situations – like terminal not responding we show “Cancel” button after 10-15seconds that cancels the transaction so that we’re not stuck with spinner blocking our UI


– Additionally, a message reminding users to press the physical red button on a paired terminal shows up.

FIXED: [ps2id id=’fkfm3′ target=”/]


1. Updating Activate UI with correct currency.
So, if Canadian symbols are needed, the displayed payments will show C$.
2. Moneris Refunds.
3. Issues with wizard items. 

Activate Android 2.9.6

This build is mainly about performance improvements and huge bugfixes.
Below you can see the most important stuff we’ve fixed: 

  1. Cash drawer fixes (issues with opening). 
  2. Givex Payment – All Orders View & printouts. 
  3. Inventory – Count In fixes. 

Activate Android 2.9.5.6

Contents – click to jump to the section 
New

  1. Tax per Item
    1.1 General Information 
    1.2 Sample Cases 
          1. One taxable item, tax type: Inclusive
          2. One taxable item, tax type: Exclusive (Percentage)
          3. One taxable item, tax type: Exclusive, tax value: Flat
          4. One taxable item + multiple exclusive tax rates
          5. Two taxable items
          6. Price Threshold 
          7. Tax per Item & Discounts 

Fixed

New [ps2id id=’kjj11′ target=”/]

  1. Tax per Item [ps2id id=’km1mk1′ target=”/]

    1.1 GENERAL INFORMATION: [ps2id id=’ginf11′ target=”/]
    -> a brand new possibility that allows to add customized Tax per individual item(s)
    -> available Taxes per Item:
             Type: inclusive, exclusive
             Value: flat, percentage 
    -> you can add more than one Tax per Item (called “Tax Rates” via Connect), but they need to be of the same type, so i.e. it’s fine to add 2 “Inclusive” Tax Rates. Adding Inclusive & Exclusive Tax Rates would result in a failure
    -> you can mix flat & percentage Tax Values
    -> Tax per Item is always applied to individual item prices 
    -> you do the settings steps via Connect and then this info is sent to Activate where you can see the correctly calculated Taxes
    -> for more info on Connect configuration steps – go here and click “Tax per Item – Detailed Settings”
    Note! When ‘Tax per item’ is enabled on a Venue, Activate versions that are not supporting “Tax per Item” will not be working properly in terms of calculating taxes. Tax will be always 0. 

    1.2 SAMPLE CASES: [ps2id id=’sample11′ target=”/]
    Have a look at below sample Tax per Item scenarios to find out more about Tax per Item.

    1. One taxable item, tax type: Inclusive [ps2id id=’skm11′ target=”/]
     -> the Tax Rate is assigned to my item (Items -> Taxes -> Assign Tax Rate) 
    -> item subtotal = $1.50 (this is the price with 10% inclusive tax added) 
    Activate:
    -> add the item to the cart
    -> the displayed Total  = $1.50. It includes Inclusive tax that is hidden in item’s price. So clients don’t see it.
    -> Tax = Inclusive means that you will not see the amount of tax on Activate
    -> you can see the precise Tax amount when order is completed on Connect / Reports
    here – that’s an excerpt from Reports > End of Show > Category Sales
    -> Inclusive tax amount is also visible on Orders page in Connect

    2. One taxable item, tax type: Exclusive (Percentage) [ps2id id=’kmj1j1′ target=”/]
    -> the Tax Rate is assigned to my item (Items -> Taxes -> Assign Tax Rate)
    -> item subtotal = $2.00
    Activate:
    -> add the item to the cart
    -> the displayed subtotal  = $2.00
    -> the displayed total  = $2.20 (includes exclusive tax that is visible in “TAX” field)
    3. One taxable item, tax type: Exclusive, tax value: Flat [ps2id id=’km1kk11csd’ target=”/]
    -> the Tax Rate is assigned to my item (Items -> Taxes -> Assign Tax Rate)
    -> item subtotal = $2.00

    Activate:
    -> add the item to the cart
    -> the displayed subtotal  = $2.00 
    -> the displayed total  = $2.01 (includes exclusive flat tax that is visible in “TAX” field)
    -> flat tax = always a constant $ amount


    4. One taxable item + multiple exclusive tax rates [ps2id id=’ppl111′ target=”/]
    -> Tax Rates are assigned to my item (Items -> Taxes -> Assign Tax Rate) 
    -> item subtotal = $2.00


    Activate:
    -> add the item to the cart
    -> the displayed subtotal  = $2.00 
    -> the displayed total  = $2.51 (includes 3 exclusive Tax Rates visible in “TAX” field)
    How is it calculated?
    Tax per Item is always applied to subtotal. So the final Total is a sum of:
    – flat tax ($0.01)
    – percantage * subtotal ($2 * 10% = $0.20)
    – percentage * subtotal ($2 * 15% = $0.30)
    Final Tax per Item = $0.51
    TOTAL = Subtotal ($2.00) + Tax Per Item ($0.51) = $2.51

    5. Two taxable items [ps2id id=’km11ppll’ target=”/]
    Connect:
    -> first item ($2.00) has 10% exclusive tax
    -> second item ($2.50) has 15% exclusive tax
    Activate:
    How is it calculated? 
    Tax per Item is always applied to subtotal. So the final Total is a sum of:
    – subtotal
    – Tax Rate 1: $2.00 * 10% = $0.20
    – Tax Rate 2: $2.50 * 15% = $ 0.375 rounded up to $0.38
    – final Tax = $0.58
    – TOTAL = $4.50 + $0.58 = 5.08 

    6. Price Threshold [ps2id id=’pthres11′ target=”/]
    When creating Tax Rates in Connect > Options, you can set Threshold Logic and Threshold value. 
    There’re 2 Threshold Logic types to choose from: Not Set or Full
    Say that you choose logic = Full and you set Threshold value to 5. This would mean, that the item that costs less than $5 will not be taxable.

    Connect > Options > Tax Rates
    So, the above Tax Rate setting would cause that items that cost less than $5 will not be taxed. 

    7. Tax per Item & Discounts [ps2id id=’lpaod’ target=”/]
    There is a new flag in Connect > Options > Discounts.
    When adding new discount to item it is possible to mark it as Taxable (Yes/No). But what it means?
    Say that you apply Discount (taxable = YES) to your item that has Tax per Item active. When applying discount via Activate, you’ll see that the final Tax per Item amount will be calculated from the price of an item after adding discount.

    If the applied Discount is non taxable, the final Tax per Item value will be calculated based on the initial item price (before discount).

    Example: 
    Tax Rate = Exclusive (15%) 
    Discount = 10% – is taxable 
    item subtotal = $2.50

    Step1 – I add my item to the cart. Tax per Item (15%) is calculated.
    Step2 – I tap “More” button and go to Discounts. I decide to choose “Is Taxable 10%” discount. As you can see, the subtotal changes to $2.25 as discount is applied to item’s raw price (so that’s $2.50 * 10%).
    Step3 – I want to pay for my item, so I go to tab “Payments”. There you can see that item’s price has been updated. Tax per Item is being calculated once again. 
    Remember, that our setting of discount was “is taxable”. This implies that Tax is calculated based on the price of an item after adding discount.
    So, we’ve got our $2.50 item that costs $2.25 after discount.
    Now, we’ve got 15% Tax per Item that is applied to $2.25 ($2.25 * 0.15 = $0.34). And now we’ve got our new Total that is a sum of $2.25 + $0.34 tax.

    Fixed: [ps2id id=’kmkq1′ target=”/]

    1. Checkout button that was missing in some cases is now fixed. 
    2. Tax per Item issues. 

Activate Android 2.9.5

Contents (click to jump to the section)
New:
1. Streamline
1.1 General Information
1.2 Config Steps – Connect  / database
1.3 Payment Flow – Activate
1.4 Refunds
1.5 Balance Check
2. Wizard Item
3. Fixed

New:

  1. Streamline [ps2id id=’dac-9d’ target=’’/]
    1.1 General Information     [ps2id id=’wkc-1′ target=”/]
    -Streamline is a loaded value payment type that includes ticket balance to be spent within certain expiration time
- It works in a form of a purchased ticket (gift card) that is scanned from 1d barcode / entered manually /
    – Example usage: the customer purchases a ticket for the game that comes with $10 of loaded value which can be spent
    – Streamline payment method is supported on Activate Android in POS regular mode, REST mode, Easy Split and regular splits

    1.2 CONFIG STEPS – CONNECT  / Database [ps2id id=’w-999′ target=”/]
    – enable Streamline on Employee Role = YES


    – you can also customize the name of your TinCaps button

    – Database: correct settings of Payment type (Loaded Value) and Payment ID for the Venue. For more tech info reach out respective developers.

    1.3 PAYMENT FLOW – ACTIVATE [ps2id id=’990322′ target=”/]

    POS FLOW – regular transaction
    1. Add some items to the cart
    2. Choose Streamline payment type

    3. Next – you will be asked to enter the amount to be paid.
    4. Choose tip (if applicable).
    5. After that – provide the card number. This can be done in 2 ways: enter manually ticket number / scan 1d barcode (barcode scanner must be attached).

    A sample 1d STREAMLINE barcode:

     

     

     

    6. Finally, tap the green “Complete order” button to finalize your order.

    7. Activate will check the balance and if there’re sufficient funds, the item with updated payment type will be displayed in the cart.
    If transaction is successul, you will see “Thanks” screen.
    Note! For STREAMLINE transactions, Signature confirmation screen is not supported.

    1.4 REFUNDS [ps2id id=’oo-11′ target=”/]

    For Streamline Loaded Value, refunds are supported and their flow is like for regular orders.

    1. Open Activate’s Left Menu and choose “All Orders” view
    2. Choose the order that is to be refunded from “Completed”

    3. Tap the quick refund button and confirm.
    4. Result: order is refunded and goes to the “Refunded” tab.

    And, of course, Connect would reflect the status of your order.

    If order has not been refunded yet, Connect would allow to Refund the order / item manually.

    1.5 BALANCE CHECK [ps2id id=’kk-102′ target=”/]

    Since Streamline is Loaded Value payment, checking card balance is validated every time payment is made. Additionally, there are a few places where ticket can be checked manually.
    a) Settings Gear
    – if there is more than one payment type active for the Venue (i.e. TinCaps and Givex) – Select Payment Method window appears.


    – next, type in / scan your ticket number and see the result

    b) Split Mode (regular “Split”).
    – Choose “STREAMLINE” for one split payment and check balance.
    – Note! Checking balance on Split Mode is possible only by entering ticket number manually 

    c) Check Orders
    – Add some items to the cart and open Check Order. When tapping “Closeout Check” and choosing STREAMLINE payment, balance check is also possible.
    – Note! Checking balance on Check Orders is possible only by entering ticket number manually 

  2. Wizard Item [ps2id id=’wiz-223′ target=”/]
    Wizard item is a type of item, where modifiers & other special treats are presented in a form of graphic steps.Example:
    Hamburger item has wizard enabled.
    1. User adds hamburger to the cart.
    2. Once the item is tapped, a wizard window with additional items, sauces, beverages etc opens.
    3. Next, user needs to go through all wizard steps one by one (it’s not always obligatory to buy the items, but user needs to see all of the steps).IMPORTANT! Wizard item will be ready to use on Activate only when it has some modifiers assigned.To do it, go to Connect > Items > Modifiers > Create. Next, when modifier is created, you need to right click the modifier so that additional options open > Assigned Items tab. In Assigned Items – click “Add Item” button and choose the item that you want to update. You can also add a modifier first, then go to Items > Modifiers tab and right click “Add Modifier”.Wizard Item Configuration (Connect)
    1. Go to Connect > Items > Create or use the existing item
    2. When item is created / opened, go to Wizard tab
    3. First, click “YES” in Wizard Settings/Has Wizard?

    4. Next, you need to add wizard steps. Step = individual screen, where certain modifiers are presented.

    5. Fill in the required fields, enable/disable some options using YES/NO toggle buttons, and finally – assign modifiers. The chosen modifiers will be displayed on one wizard step.

    6. Confirm with “Save Step” button. The new step entry will be visible in Item > Wizard > Wizard Steps, and it can always be edited or deleted.
    7. Repeat the steps 4-6 to add a new step.
    Note!
    You can add as many wizard steps as you want.
    There is no modifiers limit when it comes to adding them to certain steps.Example:
    I’ve got 3 wizard steps created and assigned to “Cheeseburger” item: 1.Sauce, 2.Cheese, 3.ExtrasSTEPS:
    1. Tap “Cheeseburger” item
    2. Wizard steps will show up before adding this item to the cart

    Then, I got to step 2 and 3.
    3. When you went through the steps, your item goes to the cart with updated price.
    Note! You cannot tap the item from the cart view and edit added modifiers. You can only delete the item and start adding modifiers from the beginning.

Fixed: [ps2id id=’fixed11′ target=”/]

  1. Wizard items.
  2. TinCaps (without swipe support).
  3. Bugs from Yankee Stadium including issues with entering tips.