Activate iOS 6.5.12

New

SKIDATA Direct Payment System
– paying with Skidata directly via mobile app
– finalize payment by tapping a customized button added to Activate

Basic flow:- cashier makes an order
– customer presents a QR code from the mobile app
– cashier pushes the direct payment button configurable in Employee Role
– scanner is activated
– QR code is scanned (under the hood: a barcode is linked to a Skidata user who has a payment account set up)
– Skidata returns – approved / declined
* decline may occur when i.e. QR code / barcode expired
Example UI
“Activate Normal Mode”
“Easy Split” mode

And then, pay with your card as usual (Scan/Swipe/Enter Manually) and confirm with the green CHECKOUT button.Note! Skidata Direct Payment method cannot be Refunded!

Configuration:
a) database (For more info please refer to technical documentation here (https://appetize.atlassian.net/wiki/display/CON/Payments#Payments-SkidataDirectPayment)
b) Connect > Employee role – enable Skidata Direct Payment
c) Connect Settings per Venue
d) Then, the correct vendorID is sent via API calls to Skidata so that a given Vendor is ready to use it.
Skidata Loaded payment.
– paying with Skidata loaded value is available as a single button payment. With this type of Loaded payment, we use Skidata “fake” money that might have an expiry date

Example UI:
My Skidata Loaded value button is called “SkiLoad”
Add some items to the cart and choose the Skidata Loaded payment
And then, tap “Checkout”. You’ll be asked to Scan / swipe / type your Skidata card. Then, proceed as with a regular checkout.

Configuration:
a) Database – Skidata Loaded payment entry
To know technical requirements – reach out to Appetize team asking for technical documentation

b) Connect > Employee role – enable Skidata Loaded Payment

c) Connect settings per Venue

d) Then, the correct vendorID is sent via API calls to Skidata so that a given Vendor is ready to use it.
Skidata parking integration.
What’s that?
-> Integration that allows the customers to use parking premises with a Skidata QR code on their receipts
-> a QR code will be printed that will let the customers get out from parking or stadium

Connect configuration is needed:

1 – Enter Skidata parking account number
Connect > Vendors > Choose and click your Vendor > Vendor Settings Tab

2 – Skidata parking integration page needs to be set
Skidata Parking = ON
Faculty code = that’s a number that corresponds to a given Skidata user
Parking Expiration Value = the number of hours after which Skidata parking QR code will expire (i.e. 3h)

Usage – there are two scenarios for using Skidata Parking:
1st Scenario:
Customer that has a prepaid ticket (parking pass) goes to our Skidata supported parking. The ticket is scanned at the gate. If the scan is successful, they will get a newly printed Parking Leave Receipt (automatic printing depends on printing setup). That Receipt should contain QR code and current date time. Date time will be used for verification if QR won’t work. QR code will be valid for couple hours – after that period it won’t work. That new print will be triggered by button on successful parking pass scan page.

And how it works in the app:
Step1
Step2

Step3 – QR code is printed automatically (if AutoPrint = ON). If not, tap the “Print QR Code” button on the right.

Step4 – QR code is printed. The only info it has is “Valid to” date + time

Note! In the above scenario no order has been made so it is not possible to go back to screen with a QR code from step3. In case you need a new QR code, the steps need to be repeated, or the old QR code that has been printed might be scanned again.

2nd Scenario:
A client did not purchase parking pass in advance, so he/she needs to buy a parking item for i.e. $5. Customers that will buy ticket using Activate should have QR code located at the bottom of the receipt which allows them to leave the site
Step1 – Make a parking item order
Step2 – Choose a tender type and finalize payment. Here – that’s a cash order
Step3 – Receipt with a QR code is printed automatically (if AutoPrint = ON). If not, tap “Print Order” button.

New

Contents:
1. Retail Mode
1.1 Basic Information
1.2 Preconditions (Connect)
1.3 Activate Interface
1.4 Adding Items to cart

Retail Mode
1.1 BASIC INFORMATION:
Retail Mode is a brand new Activate iOS 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 requires too much time to browse them all.

1.2 PRECONDITIONS:
For using Activate iOS in Retail Mode, you need to set the correct Permission Set to “YES”.

1.3 ACTIVATE INTERFACE:

-> When Retail Mode is ON, the main view is totally changed. See the below screen.

-> the only way to look for items is by using the small magnifying glass button or using build a drink feature (if it’s available). Searching is possible only by Name / Barcode
-> There is no list/grid switch shown on the screen when Retail Mode is ON

1.4 ADDING ITEMS TO CART
Say, I want to add item to my order.

1. Type “cheeseburger” or “cheese” or “burger” in the search box.
2. If the item has barcode set, it can 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)**

3. 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.
The list for showing search results is very simple. It shows only item name on the left and item price on the right.
Note! If item has “open price”, tap it an you’ll be able to enter the price manually
And then

4. If there is more than one result, they are shown on the list below the search box. When you tap an item from search result list, it is added to cart as usual.

5. When you’re looking for some items that are not in the menu, “No matching items found” text shows up

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

New

Clear Login Data button.
-> if user has his/her credentials stored, Activate login screen automatically shows “Clear stored login” button
-> when tapped, the button clears the stored credentials
-> after that, all the buttons from login screen disappear
-> if you want to log into Activate, type the text into the login window

Changed

Downloading items optimization. Now, when Activate checks the changes made in items, it works much better.
Storing big data in a separate database to speed up Activate responsiveness. We’ve moved such stuff as: discounts, codes, login, employee role.

Fixed

Cash Drawer Assignment.
Quick checkout price calculation.

New

Swiping promos
-> user makes an order
-> items are added to the cart
-> at this point there’s an option to swipe promo code instead of typing it manually
-> swiping works with manager’s and employee’s cards. Cards are encoded with employee / manager PIN = a name of the promo.
-> when promo code is applied, it is not visible in the cart. Instead of code, we see *********

-> available in “ordinary” mode, easy split, house payments
-> applying promos with swiping is available only when you tap on promo code textfieldPRECONDITIONS:
a) swiper attached (works for both: encrypted, non encrypted swipers)
b) promo code added & assigned to the correct Vendor / the whole Venue on Connect (Connect>Codes)example:
c) Employee Role Checkout Page (click YES)

Changed:

Cash drawer assignment button – improved visibility.

Fixed:

Back button on Finalize payment screen.
Cash Drawer assignment.

New

Integration – Member Benefits for SKIDATA.
This new feature enables SKIDATA clients to get automatically assigned discounts per item or per order. When customers scan their loyalty card all the assigned discounts are added to the order. Member Benefits will function in both Activate modes: normal and Retail.

Member Benefits are enabled via Connect and the SKIDATA portal

Easy Split enabled (Connect > Options > Permission Sets > Payments)

Note: Member Benefits will work only if SKIDATA is enabled for the venue
Connect Discounts need to be created to link to the Benefit Code.

Next, on SKIDATA settings page Benefit Codes need to be added. The Benefit Codes must match the Connect discounts in terms of: name, value, type.

And what happens on Activate:

Create an order. The Customer’s loyalty card is always scanned before payment
Tap “More” button that redirects you to Easy Split mode
Go to “Other” and tap Assign Loyalty Card
Scan the QR code
And below – all the important stuff that is going on under the hood but remains unseen:
– A call is made to the Member Value System
– Loyalty card information is transmitted
– All “Member Benefits” for the account are transmitted back to Activate
– Activate applies the benefits
– If stored value exists then stored value can be used to process payment
– Payment is completed using normal payment methods
– Purchase information is sent along with cached customer information back to loyalty system to record points.

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.

Changed

Diagnostics page – scanner for iPhone has been added.
The key functions will be:
– checking if the scanner is working and what data it is returning
– when the button is tapped, it will show
a) “Please scan barcode”
b) successful scanning -> “Scanned barcode text is: XXXXXX. Please tap anywhere to close this view”.

New

____________________________________________________

1. Changes & Improvements in Cash Drawer assignment.

Cash Drawer assignment has been already implemented, but there are some features that modify the current functioning. Those involve:

→ Employees must assign the drawer to themselves to enable the drawer

→ Each assignment requires confirmation with a manager swipe (with a card) or entering manager PIN as shown below

→ The drawer will only pop on cash sales for the employee assigned to it

→ The drawer will only pop using the Open Cash Drawer button for the employee assigned to it (and still require a manager PIN if needed)

→ The employee must also “unassign” the drawer at the end of the night/shift, this requires a manager swipe as well

→ Possibility to assign 2 drawers to different users
– First, log into first account -> Left Menu -> Assign Cash Drawer -> Assign
– Then, log out, log into another account -> Left Menu -> Assign Cash Drawer -> Assign the free drawer
Result – Both drawers are assigned

Note!

All the Permission Sets that control Cash Drawer functioning (visibility of buttons, PIN requirements etc.) are placed here (see below)

Fixed

1. Bugfixes

Activate iOS 6.5.2

New

Scanner Test on Diagnostics page.
Similarly to Activate Android version, where scanner test is already implemented, iOS 6.5.2 will also support this feature. When you open Activate let menu and tap DIAGNOSTICS – there will be a special button added. The key functions will be:
– checking if the scanner is working and what data it is returning
– when the button is tapped, it will show
a) “Please scan barcode”
b) successful scanning -> “Scanned barcode text is: XXXXXX. Please tap anywhere to close this view”.
The below view is Android, as in iOS version the button has not been implemented yet (too early).
Supporting the new MasterCard BIN range (222100 to 272099).

Changed

Easy Split Discounts view.
In general, Visibility of Discounts can be divided into 3 groups:
1. Discounts should be displayed and have NO codes.
2. Discounts should not be displayed and have codes.
3. Discounts should not be displayed and have no codes.+ We should show the Discounts section (Easy Split view) only when there is at least one discount from group no. 1 or 2.
The previous versions used to support adding tax on tip and that’s how some calculations have been made so far (depending on Connect settings). In 6.5.2v. tax on tip will be removed.
NFC/Apple Pay support for iPhone 6 Plus.

Fixed

Split by Item issues.
Crashes (split mode).

Activate iOS 6.5.1

New

Two barcode scanners integration:
– scanning items to cart
– loyalty cards scanning
– checking card balance
– paying with card using barcodeIntegrated with:
a) Cortex barcode scanner – CR5000 Bluetooth – 2D Barcode Scanner

b) iSMP – 2D Barcode Scanner

Fixed

1. Split payment crashes.

Activate iOS 6.5

New

1. 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.

How to activate the feature on Connect

To make it work, the correct permission set needs to be used.
Go to: Connect -> Options -> Permission Sets -> Cash Drawer
Block UI when Cash Drawer open – set to YES -> the feature is active.
appetize_connect

Fixed

1. EMV bugs.
2. Printing issues.

Activate iOS 6.4.1

New

Multiple discounts – that’s our new feature allowing to add more than one discount to item / order. When creating a discount, e.g., 10% on Connect, you can add multiple sub-discounts with the same value called ‘codes’ that are typed in, scanned or swiped using manager cards on Activate. What’s new is that:
-> more than one discount can be applied to item/order
-> limit of usage can be assigned to codes
Follow the below workflow to configure multiple discount + codes on Connect:

! Note that multiple discounts can only be added when “Easy Split” view is enabled. (to read more on Easy Split go to section ‘Changed’ p.1).

a) Connect > Options > Discounts > Create (or use the existing discount)
b) for creating new discount have a look at the screen below

c) When your discount is created, you can explore more features in ‘Discounts’ main view. Click on a newly created discount and assign vendors, categories, items if needed.
2. Adding Codes to Discounts
To add Codes, click “Codes” tab in Discounts section. The below screen shows the Test Discount (10%) that has 3 codes assigned.

3. Discounts and their visibility on Activate
When discounts and codes are ready on Connect – that’s how Activate responses. As you can see, more than one discount has been applied to ‘Pizza Slice’ item. When you tap “Scan Discount” and enter/scan discount code, e.g, ‘Number1’ – it will be displayed as the name of the main discount category, so here that’s “Test2”.
When discount is being applied to your item – it is highlihted in green. At the same time, Activate does the math and subtracts the calculated discount from the subtotal amount. Taxes and Fees are not included.

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If the code limit has been reached, the following alert is shown:

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Changed

Easy Split (that’s the name of the new payments view on Activate). It can be now enabled/disabled using permission sets on Connect. So if you’re oldschool and want your payments section to work in ‘traditonal’ way, set the permission to “NO”.

If Easy Split is enabled, then Payments View has “more” button in the right corner opening new functionalities.
Finalize Day view. User will be able to send each total page (Vendor, Server, Local) to the email address typed in the textfield. To make the button visible on Activate, go to: Connect > Options > Permission Sets > Finalize Day and set to YES.
We also added the new Datepicker button. Using the calendar – select date range between two dates or just one day and see the filtered totals. To enable the feature go to: Connect > Options > Permission Sets > Finalize Day and set to YES.And the button on Activate
Wristbands handling. Currently, in Finalize Day view there’s “Refresh Wristbands” option. The App refreshes the wristband list every minute so there’s no need to do it manually each time user wants to check the progress of downloaded wristbands.
When you tap “Refresh Wristbands” – the current list will be removed and downloading the new list of active wristbands will start over.What’s more, the Settings Gear has new Wristband button.The button has two options to verify whether a given wristband is present in local / server database. To check the wristband, it’s enough to put it against the reader paired with your Activate device.