Category: Connect

New

1. New UI design of Reports section.
2. New UI design of Dashboard section.
3. Number of Pending Orders and Analytics summary totals are added to Dashboard section.
4. Parking Dashboard for viewing detailed usage statistics for Parking Passes.
5. Alcohol limit values can be set as both Per Event and Per Order in Vendor Role.
6. Ability to edit and confirm cash values (banks, adds and drops) entered by cashier in Activate in the Cash Room.
7. SDK customization from Connect.
8. New Inventory Reports: True Up History and True Up Recap.

Changed

1. Optimization and improvements of Custom Vendor modal.
2. Optimization of generating Inventory Recap report.
3. The ability to edit Stand Sheet page until event is closed (independent of inventory Event status).
4. Date pickers improvements.
5. Alignment of items in Stand Sheets section.
6. Default settings of check number min and max values.
7. Improved Orders view performance.
8. Calculations update of “End of Show” report.
9. Standard email receipt fee text is changed from “Convenience Fee” to “Service Fee”.

Fixed

1. UI improvements.
2. Item duplication optimization.
3. Incorrect alerts in Vendor Role section.
4. Incorrect quantities and units of transferred item by Purchase Order.
5. Item Vendor Assignment Import does not carry over the Inventory Vendor assignments.
6. Employees assigned to Subvendor can’t update order status.
7. Cash Room section updates.
8. Displaying of Categories with long names.
9. Incorrect import of the items assigned to few vendors or sub vendors.
10. Connect Reports menu is missing Detailed Category Sales report.
11. Broken assignment of Inventory Items for Vendors which weren’t previously tracked.
12. “Product” dropdown in additional item modal is editable.
13. Unclear error message when user enter invalid card number.
14. Email receipt convenience fee has been changed to service fee.
15. Alcohol limit for SDK/Client applications – setting has been moved to Vendor lever from Venue.

New

1. 2nd level Category Groups. Each item can be simultaneously assigned to multiple groups of both levels and easily filtered in Main Items view in Activate.
2. New UI design.
3. Ability to mark an order with configurable Check Number – new tab with settings is added in Employee Role modal.
4. Possibility to activate and deactivate an item per Vendor – new switch is added in Item modal.
5. PO adjustments – supplier number is displayed on report, invoice date is editable,
   notes can be added for received Purchase Order
6. “Allow Tax Exempt” parameter which can be set in Employee Role.

Changed

1. Import/export issue with item assigned to few vendors or sub vendors.
2. Subvendor partial orders are merged into one order on KDS for multi subvendor account.
3. New modifiers support in Inventory.
4. Ability to freely move around tabs in Venue and User Cash Room sections when required data (Event/Account) is selected.
5. PHP Control updates.
6. Printed receipt text can be entered in proper field of Printing tab in Vendor Role.
7. GiveX payment added to Tender Type report and Live Report page.
8. Tax information is properly returned for SDK.

Fixed

1. Duplicated layout doesn’t copy information about subvendors assignment and duplicates items assigned to few Subvendors or Vendors.
2. Issues with Track Inventory status for modifiers.
3. Item added by import is set as inactive.
4. Duplicated items related with the modifier in modifier modal.
5. Active/Inactive switch for Units not working correctly.
6. Inability to delete distributor.
7. Credit totals for venue are shown in User Cash Room.
8. Error on KDS Close Sales.

New

1. Ability to assign Subvendor account to multiple Subvendors. Orders from all selected Subvendors can be shown and handled using one KDS login.

2. New parameter and image upload to vendor role and vendor response to handle a new quick order option in SDK.

Changed

1. Updated payments logic in Restaurant Mode.
2. Improved performance when creating Purchase Orders.

3. Calculation of Expected Unit Price in Purchase Orders.

Fixed

1. Deleted modifiers are displayed in Inventory Setup.
2. “Require modifiers” changes.
3. Error during adding Vendor Account.
4. Server returns duplicated additional items for item.
5. Issues with Category Groups assignment.
6. Issues with copying Layouts.

New

1. Item Wizard – new way of setting up items with available modifiers for Activate. This feature can be enabled in new Wizard tab under Item settings in Connect. Process of selecting modifiers can be divided into configurable steps. Each step can be set as required and allow multiple ingredient choices.
2. Ability to assign Vendor account to multiple Vendors. Orders from all selected Vendors can be shown and handled using one KDS login.

Changed

1. Improved way of handling account types in “login” and  “orders” methods.
2. Updated “update_order_status” method to accept account_type.

3. Cash Room section – UI improvements.

Fixed

1. UI issues with Live Overview section.
2. Updating items by import unassigns modifiers.
3. Issues with orders returned to KDS user account.

New

1. EMV payments support.
2. Ability to select multiple transfers in the transfer view and print them on one sheet.
3. Device data is stored for each order.
4. New Inventory Report – Category Recap Report. It shows all Inventory Categories and revenue by items.

Changed

1. Transfers in Warehouses and Vendors support both “from” and “to” directions.
2. Autocomplete for Subvendors can be set in 10 minutes intervals.
3. Adding new inventory items is possible by import in Inventory Setup section.
4. Parking Pass Codes are exported to CSV instead of XLS file.
5. Fetching latest event data supports cenue timezone.

Fixed

1. Broken Account filters.
2. Inventory UI Issues.
3. Custom vendor switches.
4. Modifier updates
5. Payment authorization declined while opening tab on BridgePay gateway with non-encrypted swiper.
6. Issue with exporting large number of Parking Pass Codes to XLS file.
7. Inventory report issues.

New

1. Ability to add global modifiers and modifiers groups. Modifiers can now be created and applied to items by checking them. You can also create modifier groups to apply the entire group to items. Existing moodiers will still show in the same structure as previous, but new modifiers will need to be added from the menu.
2. Authorization is required for Venue Creation. Please contact Appetize Support to create a new venue.
3. Multi Item Transfer Mode allowing to transfer more than one item at once in Vendor/Warehouse.
4. New parameter, “Require Both Swiped Card Tracks” is added in Employee Role.
5. Transfers can be filtered by Vendor.
6. Print all button allowing to export all transfers visible on current view.
7. Auto Count-in is by default disabled for new event.
8. Ability to specify which vendor item should be assigned to on the Inventory item edit form.
9. Ingredients can be added to open reports.
10. Breakdown Per Hour chart to standard venue dashboard.
11. User cash room view added to add specific cash values for specific users.
12. “Time clock Only” button is added under Employee Role which is marked as Shared Account.
13. End of Night automatic transfer creation and printing – auto restock of stands for the next event.

Changed

1. Improved customization capabilities for vendor email templates. It is now possible to change background and font color or upload header/logo image. Participating venues part can be hidden with proper switch. All new options are available in Vendor/Email tab in Connect.
2. “Delete” button is renamed to “Stop Tracking” for additionals of items in Inventory Setup page.
3. Vendors are automatically set as Pickup when Seat required is disabled for Venue.
4. Number of Cash transactions is added on Tender Report.
5. Label for Auto Count-in button is changed to “Use previous counted out values to automatically count in (you will not be able to count in the vendors when turned on)”.
6. On Order column is removed in Warehouse view of Live Overview.
7. Server response for methods Welcome and Venue is unified.
8. Item Commission calculations are changed on Category Sales report.
9. User is able to select unit (sales, transfer or purchase) from dropdown during Purchase Order for item.
10. Ability to send email from PO screen – when it succeeds automatically is marked as sent.
11. Stand Sheets adjustments.

Fixed

1. UI fixes of Warehouses view in Inventory
2. Date dropdown not working in Transfers view.
3. Actual count out fields on Stand Sheets not allowing to enter decimal numbers.
4. Export Employee Contacts button.
5. UI fixes for Live Inventory and Transfers view.
6. Error on deleting modifiers.
7. Inventory Options sorting issue.
8. CC Number not returned in login response for gateways other than Braintree.
9. Vendor list misaligned for long Vendor names in Create Inventory Event modal.
10. Venue image disappearing after loading seats in SDK App.
11. Issue allowing to sell sold out items.
12. Out At Vendors total is incorrect.
13. Event disappears when all users enter cash.
14. Catalog items are shown multiple times in product list on the Inventory item edit form.
15. Item with modifier (modifier is not added to inventory) is shown as an ingredient.
16. Vendor list is closed when you scroll with the vendor list open on the Stand Sheet.
17. In every next item refund server is returning the sum of all refunds instead of just the current item refund amount.
18. Displaying items with additional items in Inventory Section.

New

1. Offline Promo codes – applying promo codes is now possible without network connection.
2. Inventory units have been unified – new types of units which can be added to items in Inventory and used to describe performed Transfers – Sales Units, Inventory Units and Purchase Units. Their names and abbreviations can be easily customized in “Inventory Options” section.
3. Stand Sheet export –  Ability to export zip file in “Stand Sheet” section which will contain separate xls per Vendor.
4. Estimated date of delivery – “Expected receiving date” field is added to Purchase Order. User can set probable date of delivery
5. Transfers updates – Operations such as edit, delete, negative quantity.
6. Standsheet view updates – User can preview there the status of all Vendor reports, download full or empty Report, close Report and count in/out existing report. Also dot indicators are added to show whether stands are counted in.
7. Complete Pending Orders –  Located in Extras section of Settings. All Orders except Pending Closed from Restaurant Mode become Completed after hitting this button (Pending Closed still need to be Closed in Activate App to be Completed in Connect).
8. Events Creation – Ability to select Vendors for which Events will be created while setting up Venue Inventory Event is added on Add Event modal
9. Back button on Signature – Back on Signature screen on Activate requires manager pin. Setting is available under Management Permissions.
10. Forgot password flow update – new API method enabling restoring forgotten password for SDK 2.0 user.
11. Shiftplanner – Server IP is sent as location parameter to Shiftplanning API on Clock in/out call.
12. Cash Room report – allows to compare Bill and Coins entered in Finalize Day, Activate App and real Order Data.
13. Order confirmation sms message – SMS Message with url to receipt is being sent to Customer after successful Order.
14. Inventory improvements – Associated ingredients and inventory items are automatically assigned to Vendor while enabling Track Inventory when Vendor is already assigned to corresponding Menu Items
15. Updated inventory reports – Revenue Reconciliation , Revenue Analysis, Recap Report.

Changed

1. Sale Price is added on Stand Sheet exports next to the units.
2. Button name is changed from “Delete” to “Stop tracking” on item details modal for Inventory item connected to Catalog item.
3. Vendor which is not tracked in Inventory (based on Track Inventory = NO setting) is not shown in Inventory related section such as Setup, Stand Sheet, True Up Count, Live Overview.
4. “Report” name is changed to “Events” in “Inventory Events” section.
5. Counting in/out of Vendors is allowed regardless of Venue count in/out status.
6. Main item names are removed before the possible modifiers and ingredients on view with Item details.
7. Details of Purchase Order are shown by clicking on any part of the line (not just the eye icon).
8. Cost of Goods amount is shown in 4 decimal places precision.
9. Activating/Deactivating items in Inventory section changes state of “Track Inventory” switch.
10. Setup page usability improvements for Inventory items and Modifiers.
11. “Other” item type label is changed to “Inventory” in Inventory section
12. Direction of transfer In Warehouse section has been changed to the opposite
13. Editing of Warehouse quantities is disabled
14. Negative quantity values can be shown in Inventory field of Inventory Vendor Items view for items with tracked quantity.
15. Only ingredients are shown in Warehouse and Distributor modal
16. Blank fields are displayed when Wastes or Comps are null on Stand Sheets
17. “Transfer” button is removed from non-ingredient items in Inventory Setup section
18. Several improvements of Live Overview page (sorting, categories selector)
19. Inventory Unit is always first and selected by default in Transfer view.
20. Available Quantity field is removed from Transfer Modal
21. Units are added to Revenue Analysis tab
22. Optimization of several Pages and Methods
23. Bundle items settings: Require Modifiers, Restrict Single Modifier are enabled and Modifier Price Override is disabled by default

Fixed

1. Deleted Inventory Items are shown on assigned items list for Warehouse.
2. When more than 50 items are added to Purchase Order, exported pdf doesn’t include all of them.
3. Purchase orders take a long time to load on creation when there is a lot of items.
4. Values in “Profit/loss” page are multiplied by number of added Inventory Reports.
5. Purchase Order ID is different in confirmation screen and in the list of Purchase Orders.
6. Calculations of Revenue Analysis issues
7. Deleting default Warehouse is allowed.
8. “Mark Delivered” button should be green in „Purchase Order” section.
9. “Sales by Hour” and “Category Sales” reports updates.
10. Deleting additional of item disables „track inventory” switch connected with the modifier
11. Stand Sheets section bugs
12. Transfer value is incorrect in Revenue Analysis section when only one Vendor report is count in
13. Setup page always defaults to food as the selected tab. When food items are not added to Inventory, blank page is shown
14. Custom search query on Inventory Setup is not working correctly with Inventory Categories
15. Inventory units not shown in Warehouse even if they’re set for items

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.