Changed

1. Smart terminal – Ingenico iPP350 EMV fixes related to FreedomPay certification.
2. Improving server performance in case of syncing orders automatically.

Fixed

1. Bug fixes.
2. Offline payment issues.

New

1. Refunding orders and items using order ID.
   -> possibility to refund an order which was not made on a given device
   -> refunding order by providing order_id
   -> api call will be used to fetch order ( if order is not available in our local database )
   -> search button should just fetch order, not refund it. Refund should be processed only after clicking on refund button on order details screen
   -> order should be added to database only after successful refund
   -> going back from order details screen before refunding should trigger the alert showing information that order will not be stored in local database
   -> printing any receipt should be possible only after refunding order, auto print settings should be also respected in this case-> Basic flow is shown in the attached mockup ( REFUND.png )

New

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Quick Refund – with order ID

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• a new possibility enabling to refund orders (using order ID) on Activate
• with order id button is always shown after tapping Quick Refund Button, and it searches order with the same venue ID as current venue
• orders that were not made on a given device can be refunded via the app
• no need to go to Connect to issue a refund
• supported refund types: returning money (cash), money back to your CC, total order refund
• Activate should present Quick Refund button in top right corner (Main View)
  

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  Quick Refund With Order ID – Activate

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• Tap Quick Refund button and enter Admin Pin
• Choose WITH ORDER ID
• type order ID that you want to refund and tap Search button – a window with order details shows up
• click Issue Refund at the bottom of the screen > choose CANCEL -> reject refund, or REFUND -> confirm refund
• if the action is successful the order details screen turns from green to yellow
• the refund is updated on Connect in Orders view

New

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1. Cash Drawer Assignment. 

A cash drawer will be opened only in a situation when it is assigned to a logged user. So when, e.g., a cash drawer is assigned to user – P1, it opens up only for user P1.

• Cash Drawer Permissions Sets 
  Cash Drawer functioning will be managed mainly by the Permission Sets. There’s a new Connect section devoted to Cash Drawer settings. To access the section go to: Connect -> Options -> Permission Sets -> Cash Drawer

Block UI when Cash Drawer open –  if set to YES, the setting would tell Activate if the cash drawer has to be closed before taking any other action. It blocks new orders/transactions when Cash Drawer is not closed.
Basic Functioning:
-> Selected payment method – cash
-> Cashier completes an order
-> Cash drawer opens
-> Cashier cannot tap any menu item to start a new order when cash drawer opened
-> Please close cash drawer message shows up.
-> Once the cash drawer is closed, the user/cashier can continue using the app and the alert message is hidden.

For blocking UI, the supported Hardware includes:
* ELO Paypoint built in cash drawer
* TSP650 cash drawer that must be connected to printer

Cash Drawer Assignment Requires PIN – if set to YES, a cash drawer can be assigned only when manager pin is provided.

Cash Drawer Assignment Reset Requires PIN – if set to YES, assignments can be reset only when manager pin is provided. 

Cash Drawer Assignment – if set to YES a cash drawer assignment per cashier can be done. If feature is disabled all related UI components are invisible and a cash drawer operates in its usual manner.

Cash Drawer Unassignment Requires PIN – if set to YES, a cash drawer can be unassigned only when manager pin is provided.

• Open Cash Drawer Button – Left Menu.
  
  Tap the button and see the possible actions: 
  -> If only one cash drawer supported – it opens the drawer automatically.
  -> If more than one drawer supported – under the button a list with the drawers available should show up.If cash drawer assignment (permission set) is set to YES:
  1. User presses button
     1. If manager pin is required, prompts for pin
  2. Activate checks which drawer is assigned to the current user and opens that drawer
     1. If no drawer is assigned, nothing happens

  If the drawer does not open, the user can go back and assign the drawer to himself (might require manager pin) or the user can ask the manager to force opening the drawer via diagnostics.

2. Manager Pin on Finalize Day section. 

There’s a possibility to restrict the Finalize Day view on Activate for managers only. To make it work go to Connect > Options > Permission Sets > Menu

 

3. Scanner Test to Diagnostics page added.
Now that clients are using scanners for loyalty and retails mode, an easy way to check if the scanner is working has been added.

The new button enables the scanner, if it was not already enabled, and then displays the results of the scan on the screen. The idea is that the user will have something to scan (a mobile phone, barcode from some item). and then, the cashier scans e.g. a barcode from some item and then shows the raw scan data.

When button is tapped, Activate shows “Please scan barcode \ Please tap anywhere to close this view”. After successful scanning text should change to “Scanned barcode text is: XXXXX \n Please tap anywhere to close this view”

2

New

1. New payment type introduced – Fortress loyalty cards that are now RFID-based.  RFID means that unlike barcode or magnetic stripe cards, Fortress will be using radio waves to identify the payment automatically, in a short time, and with little human intervention.

1

New

1. Manager cards have new functioning. Currently, it is possible to just swipe the manager card (encoded with individual pin) through the integrated mag swipe instead of tapping the code to authorize discounts. So a brief example of how it works: after ringing in items, promo code is written down and manager card can be swiped for discount the total amount to, e.g., 0 (in case of 100% discount).

Fixed

1. Offline printing fixes.

5

Changed

1. Performance Improvements.
2. PIN display redesigned and aligned with iOS view. It means that when using Shared Accounts on Activate, the first screen after user logs in is the PIN board. It is a fixed change and cannot be adjusted using Manage Permissions or other settings.
   

Fixed

1. One of the permission sets – Items Sold List has been improved in case of printing. The permission (set to YES) hides the button from Finalize Day view, and also hides Sold Items on printouts.
   The setting can be found here:
   

4

New

1. Retail Mode

Basic info

Retail Mode is a brand new Activate Android interface for items view. Items are no longer displayed in a form of a grid list with prices and images. Instead, there’s a new search box. The search box allows to type in the name or barcode and find the desired item. There’s also possibility to scan a barcode. Retail Mode is a blessing when there’re so many items that it takes much time to browse them all.

Have a look at the below screen to see the new interface.

The button from standard UI that was not removed is shown below

Of course, Retail Mode is optional. You can enable/disable the new interface on Connect, reaching Permission Sets. By default, “Show Retail Mode” is set to No.

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Adding items to the cart

Follow the below steps to add an item to order. Say, I want to add  item to my order.

Type “cheeseburger” or “cheese” or “burger” in the search box. You can search for the items in “All” categories, or narrow down the results by tapping a category first, e.g, “Food” or/and subcategory, e.g., “Fast Food”.

If the item has “barcode” set, it can also be typed in or scanned. There’s no need to tap the search box to scan an item.

a) successful scan (using USB barcode reader) -> an item matches it -> it is automatically added to the cart.
b) unsuccessful scan -> there are no matches -> the error message “No Matching Barcodes” is displayed on screen.

** Just to be clear, Barcodes need to be set first on Connect -> Items -> Basic Information. (or imported as items list via Connect).
If there is only one cheeseburger item available, it is added to the cart immediately and  then, some other items can be added or you can begin checkout.

*** If there’re more than one search results, they are shown on the list below the search box. Only items belonging to the same category are recognized as similar. 
In this case, just tap the item (or items) you want to add to the cart.

If there’s no such item that you’re looking for, the below prompt shows up

When you exit the search bar, and reach the left menu, e.g., Finalize Day and want to search for some items again, tap the magnifying glass icon in top right corner to start again.

Changed

1. Performance updates.

3

New

1. New function that makes it possible to turn off / turn on the EMV chip reader on the Ingenico devices. Go to Connect and reach Employee Role.If you choose Enable Credit Chip “NO” :
   – EMV transactions will not be supported anymore
   – the chip reader on Ingenico (external device) does not light up and there’s no “Insert Card” alert on the terminal. And what will be the consequences on Connect? The idea is that if credit chip is disabled, Connect does not receive info on chip transactions if there are any in Offline or Declined tabs on Activate.

Changed

1. Removing declined tip for REST mode. So far, it has not been possible to close out the transaction from Pending closed tab if there was a declined tip on that order. The reason for declined tip might be, e.g., insufficient funds on CC. We’ve amended that and now users are able to change the declined tip to $0.00 value and finalize the order so that it goes to Completed.To change the declined tip follow these steps:
   
   a) create CC order, go to Pending closed tab
   
   b) now, I want to add tip to 233462 order, but the tip value is too high for my CC funds so I receive this alert
   c) So, the transaction is declined. As the alert message suggests – put 0 to close the transaction. In other words – go again to Pending closed, tap Add Tip/Close Order, and change the tip value to $0.00.
   RESULT: Tip is accepted, the order goes to Completed. 

Fixed

1. Minor bug fixes.

2

Changed

1. General performance improvements.

Fixed

1. Elo devices crashes when rebooting.
2. PayPoint tip line printing issues.

1

Changed

1. Memory usage has been improved.

Fixed

1. Crash fixes.
2. Problems with duplicate transactions solved.

0

New

With the release of 2.8.7 version, we have some new stuff customized:

1. First, there’s Open Fee function added. As the name suggests, this new feature enables to add an arbitrary amount of a fee on Activate. To reach it go to: Connect > Options > Custom Fees.

Then, your open fee is created, but to make it work – do not forget to change the status to Active and assign to a Vendor on Connect.

And below, if custom fee is enabled – the look on Activate

2. Open discount available. Similarly to Open (or Custom) Fee – it enables to add an arbitrary discount to a given item or to the whole order. Go to: Connect > Discounts and click “Create”.

But – that’s not all. Now, a few more things need to be configured to make your discount work.

1. Here you need to assign your discount to a given Vendor (choose from the list of Vendors available)
2. If your items are grouped under separate categories – the assignment can be applied to a particular group.
3. When you decide that the discount is applied to one item only – click on Level – item and choose the right items.
And below, if custom fee enabled – the look on Activate

3. Custom Tender  – that’s a new payment type allowing to pay with the new payment unit. So basically, custom tender will replicate the way that cash is tendered. First, it needs to be set from Connect. To reach it go to: Connect -> Options -> Custom Tender.
The ability to define cash-equivalent payment types with a conversion ratio.  The conversion ratio will define how many dollars clients need to gain one unit. On Connect, Conversion rate needs to be set, so, e.g. conversion = 2, means $1 = 2 Payment Units.To reach it on Connect go to: Options > Custom Tender.

And then – see how Custom Tender might be edited

4. Skidata payment introduced – it is a method allowing to pay for orders using a loyalty card. To put it simply, with this card, users can buy products that cannot be bought with money. What needs to be done to use Skidata as a payment method is, of course, to have Skidata Loyalty card, and to define the amount of Skidata points from Connect. So, e.g., we define that 2 Skidata pts = $1. Then, we buy 2 items, each $2. Activate does the math and as a result – user pays for the items 8 Skidata points that are subtracted from the loyalty card balance.

Ski data card needs to be added on Activate. How to do it? Have a look at the screen below:

Fixed

1. Bugs & crash issues fixed.

5

4

New

1. Auto Print Receipt handling. To print the order (transaction finalized using CC) when AutoPrint mode is off you need to follow the steps shown below and set it on Connect first. (Connect -> Options -> Employee Roles) 
   With such settings on, CC orders with amount bigger than “Signature Amount”, will be printed out (in this case it does not matter whether Auto Print is off/on).
2. If you want your printouts to have signature line included on receipt, the correct permission set (YES by default) is needed.
   

Changed

1. A small but handy improvement in Activate’s buttons functioning. Until now, tapping buttons correctly was kind of challenge as the most responsive point was placed on the function’s name (the white text). Now, once you tap the button anywhere, it responds immediately. Improved buttons are those showing items, payment types, promo codes. 

Fixed

1. Bugs/crashes detected and fixed.

3

Changed

1. Finalize Day printout has been improved. Vendor Name, Current Date and Time along with Employee Name have been added to the existing info. To print it go to: All Orders>Options.
2. Finalize Day screen updated. Now it is possible for the entire vendor to see 3 types of totals: Local Totals, Server Totals and Vendor Totals. 

Fixed

1. Issues with cash drawer while making partial refunds.
2. Quick refund.
3. Orders for shared users now respect the Submit By setting.

2

New

1. It’s great to announce that EMV payment method  works just fine. Additionally, EMV receipts have been improved and now they have all the required info.
2. Check numbers introduction. First, what are they used for? Well, it helps the app to identify individual orders. It’s like finding your lost keys in a pretty messy room in no time. How does it look like and how it can be set from Connect?

To set the check number correctly go to Connect->Options->Employee Roles->Check Number

3. Friendly messages displayed on Ingenico device. It’ll no longer be grumpy and rough for customers. Now, every step of payment is nicely described so the customers are fully aware of what is going on with their money.

Fixed

1. PIN swipe on Magtek encrypted (a type of a swiper).
2. USB cash drawer unruly opening. Now, after the update, cash drawer functioning is improved.

1

New

1. Admin PIN requirement for deleting items from checks.

Fixed

1. Bug/crash fixes.
2. Fix for employee card not working on logout PIN pad.
3. Fix for manager card not working for admin actions.

New

1. Android PayPoint device has been integrated.
   PayPoint (full POS stand) has integrated printer, cash drawer, barcode scanner, as well as 2 line CFD (Customer Facing Display) where line 1 shows purchased items and line 2 shows order total.
2. Customer Facing  Display tablet integration – pos stand has additional customer facing color display on which customers see ordered items, total and additional payment information and can sign their order with signature. Everything live.
3. ELO PayPoint cash drawer opening mechanism has been integrated.

Changed

1. ELO PayPoint printer – receipt details have been improved. Additional lines with information have been added.
2. Quick Checkout process has been improved.

Fixed

1. Issues with opening check order have been resolved.

New

1. Open Price item and Weight item added. Set up in Connect>Main Menu>Items>Items>Item Info Tab. 

• Open Price – Allows the cashier to enter the price on the POS
• Weight Item – Allows the cashier to enter the weight of an item to calculate the price on the POS
• Weight Units – Allows for selection of the units (e.g. Ounce, Pound, etc. )

Add item price and price/weight directly in the Activate. 

2. French language support. Change locale of device to Francais (Canada) and you are ready to enjoy Activate in your native language.

3. Custom refunds for any amount and any tender, no need to refund against an order.

4. Simple currency converter available on the gear bar. 

Fixed

1. Tip at checkout calculations improvement.
2. Restrict single modifier switch error.
3. Offline limit exceeded workflow corrections.
4. Orders view, and Finalize Day manage permissions restored.

New

1. Force logout after transaction for shared accounts feature is now available. Enable in Connect Main Menu>Options>Employee Roles>Force Logout After Transaction.

Changed

1. Restaurant mode workflow improvements. Tipping module reliability upgrade.

Fixed

1. Cash drawer, Printing and Inventory management permission has been restored.