Category: Connect

Integrate Enhancements

• Added a Host Message response for balance, balance inquiry, and checkout failures.

Inventory Enhancements

• Updated standsheet logic to remove the vendor item status check.
• Fixed an issue in the Value By GL Account Report where the Connect username displayed in the Venue Name field.
• Fixed an issue in Purchase Orders where the PDF formatting was incorrect (two pages instead of one).

Other Connect Updates

• Fixed an issue where the Hawking module did not display when logged into corporate accounts.
• Fixed an issue in finalized Cash Room where editing bank templates cleared the drops data.
• Fixed an issue where standsheets did not pull end counts (act count out) from the previous event.
• Fixed an issue on the Orders page where the Payment Type and Status columns did not sort in ascending or descending order according to the selection of the user.
• Fixed an issue with refunds where Skidata Loaded Value tips were not included in refunded order amounts.

Inventory Enhancements

• Fixed an issue where the Revenue Reconciliation Report included tips in the Stock Over/Short column totals.
• Fixed an issue in the Plan A Transfer feature where transfers were not completed and stayed in Pending status.
• Fixed an issue where deleted vendors were not removed from Event Types and created errors on Standsheets.
• Fixed an issue where Cashroom did not display Split transaction amounts.
  Note: Split transaction totals were correct in the reports.

Suites Enhancements

• Added a new process to convert PreOrders into Tabs on Event Day.
  Select the Process Order button in Connect to convert bulk or single orders.
  
  Note: PreOrders will no longer be automatically converted into an open tab when a Suite Attendant logs into Activate. PreOrders will only be converted when the Process Order button is selected.
• Added the ability for a Suite Admin to place and edit orders regardless of the PreOrder cutoff period.
• Fixed an issue where the finalized Event Order Report displayed duplicate items.
• Fixed an issue where the Event Order Report displayed deleted orders.

Other Connect Updates

• Fixed an issue where the Sales Per Hour Report showed incorrect sales totals.
• Fixed an issue where the Vendor Group filter on Category Sales did not pull the assigned Vendors.
• Fixed an issue where the Upsell Item list did not show available items.
• Fixed an issue where the Printed Receipt Text did not return the correct value for KDS.
• Fixed an issue where receipts did not show the updated Subtotal after an item was refunded.
• Fixed an issue where a Logo Image could not be deleted or replaced in the Employee Role.
• Fixed an issue where orders completed after the Vendor, Standsheet, and Event had been closed.

Integrate Enhancements

• Added the ability to rename the Loyalty Card button.
• Fixed an issue where cash orders were declined during checkout.
• Fixed an issue where the Tender Summary Report, Tender Type Report, and Revenue Reconciliation Report did not include EMV orders.
• Fixed an issue where partial refunds did not display in Connect payment details or in the FreedomPay portal.

Inventory Enhancements

• Cash Room functionality is now only accessible from the Cash Room menu.
  User and Venue Cash Room options have been removed from the Events menu.
  For more information, see Cash Room Management.
• Added the ability to filter banks and drops by Teller.
• Added Item ID to all Inventory Value reports.
• Fixed an issue where the Inventory Report did not update the Sold column.
• Fixed an issue where the tender values on the Cash Management Overview page included tips.
• Fixed an issue where the Item Price Levels used for the event were not reflected on the Standsheets.
• Fixed an issue where users were unable to close stands if Event > Edit access was disabled in the Connect Role.
• Fixed an issue where the Transfer Docket Report displayed decimals when the report had numbers with no decimal values.
• Fixed an issue in Cash Room where after a new User was added their name could not be found when using the Search function. New Users could only be found when searching by User ID.
• Fixed an issue where Other Tender values were doubled on the Vendor Sales Break Down, Revenue Recon, and Cat Recap reports. Note: Quantities were correct on the Standsheet export and the Cash Tender Summary report.

Suites Enhancements

• Added the ability to delete a PreOrder in the Portal. Suiteholders can delete their own order through the Upcoming Orders tab.
• Added an option to enable/disable the ability to pre-authorize orders.
  
  To enable the Pre-Authorizations option:
  1. Click Options > Connect Roles.
  2. Click the Connect Role you want to modify.
  3. Locate the Enable Pre-Authorizations toggle switch. Click Yes.
  4. Click Save.
  
  Notes:
  □ If enabled  – The user has access to pre-authorize all orders.
  □ If disabled – The user has access to view pre-authorizations and order status.
  □ This option is disabled by default.
  □ The Access Preorders option must be enabled to use this function.
  

Other Connect Updates

• Orders Search displays all orders for the selected criteria regardless of order status.
• Fixed an issue where Modifiers did not pull the active Price Level.
• Fixed an issue where the confirmation message did not display after a new Vendor was added and saved.
• Fixed an issue where the Pre-Built Mixer item type did not display in the Inventory Items list.
• Fixed an issue where the View All and Completed Purchase Orders options were not functioning in Inventory > Purchase Orders.
• Fixed an issue where Item prices did not update in Activate after the Price Level was set in Connect.
• Fixed an issue where the Reset Password function was not sending an email with a new password.

Integrate Enhancements

• Added the ability to apply an alcohol flag in the item import file.
• Fixed an issue where SKIDATA Loaded Value refunds were not processed.
• Fixed an issue where an error message displayed when attempting to refund Split Order transactions.

Inventory Enhancements

• Added Exclusive Tax totals to the Revenue Reconciliation Report.
• Fixed an issue where TrueUp Group exports would timeout.
• Fixed an issue where the Revenue Reconciliation Report did not include Custom Tenders entered as ‘Other’ in Cash Room.
• Fixed an issue where event Planned Transfers did not complete.
• Fixed an issue where an error message displayed when a Planned Transfer item was deleted.
• Fixed an issue where non-inventory items received an error message when a warehouse was not assigned.
• Fixed an issue where the Hawkers Commission Report displayed incorrect event dates.
• Fixed an issue where users were unable to add items to Purchase Orders.

Suites Enhancements

• Added the ability to remove the Access Settings function from an existing Connect Role.
• Added a new toggle in Connect Roles to enable/disable editing Suites Settings.
• Created Suite Admin Functionality. Admins can now log into the PreOrder Portal and edit orders on behalf of suiteholders.
• Added the ability to delete a PreOrder in Connect
• Fixed an issue where PreOrders were sent to the KDS.

Other Connect Updates

• Fixed an issue where the Connect Search feature did not allow apostrophes.
• Fixed an issue where orders finished before the autocomplete time had passed or before Completed status.
• Fixed an issue where there was an unnecessary error message after a Category Group was edited and saved.
• Fixed an issue where the Awards Applied setting could not be set to ‘One’ when a new code was added.
• Fixed an issue where a Vendor Name could be created with blank spaces.
• Fixed an issue where an empty Category Group could be created.
• Fixed an issue where newly added Custom Fees did not display on the Custom Fees list when in Inactive status.
• Fixed an issue where an Employee Role splash screen upload did not show an image preview.
• Fixed an issue where the Venue Order API was not respecting the end_date in the request.
• Fixed an issue where the Printed Receipt Text (configured in Connect) was not printed on Activate receipts.
• Fixed an issue where users were prompted to log in or create an account during checkout.

Integrate Enhancements

• Added a subscription option to the Vendor Sales Breakdown Report, so the report can be automatically emailed to select users. When users click the Subscribe button (Reports > Vendor > Sales Breakdown), they can select options for Daily, Weekly, and Monthly Reports.

Inventory Enhancements

• Added a Print Transfer Docket option to the review page of the Plan a Transfer feature.
• Fixed an issue where the Bank Template displayed incorrect denominations.
• Fixed an issue where clicking the Close All button (Manage Events > View Standsheets) generated an error message.
• Fixed an issue where Purchase Orders did not display all category types.
• Fixed an issue where the Refresh All function was not working for standsheets.
• Fixed an issue in Purchase Orders where the chat widget covered the pagination options in some browsers.
• Fixed an issue where standsheet status and numbers changed before Count In and Count Out was saved.

Suites Enhancements

• Added the ability to enable end users to pay by credit card on the PreOrder Portal. Please contact your Client Success Manager or Appetize Support if your venue is interested in syncing credit card information from the PreOrder Portal to Appetize Activate.

Other Connect Updates

• Fixed an issue where a newly added Employee Role could not be deleted.
• Fixed an issue where duplicate items did not display for sub-vendors when using the Duplicate option.
• Fixed an issue where the Printed Receipt Text field did not display after the value was updated.
• Fixed an issue where an error message was received on the Cart screen during checkout.
• Fixed an issue where Alvarado sales were not mapped to ticket sales in Finalize Day.
• Fixed an issue where YellowDog items were not updated with the correct Tax, Discount, and Reporting Group.

Inventory Enhancements

• Added the ability to append vendors to Cash Room bank templates without requiring an Event Type.
• Standsheet POS Sales column values are now calculated based on the calendar event’s Date Start and End Time.
• Fixed an issue on the Stock Request Form where items truncated past the column width.
• Fixed an issue where vendor price levels were overridden by event price levels.
• Fixed an issue that limited the number of items that could be assigned a discount.
• Fixed an issue that caused a standsheet to not close after the Export button was clicked.

Suites Enhancements

• Removed Edit and Remove options from PreOrders in Connect.
• Suite Admin can now change a suiteholder’s password through Connect.

Integrate Enhancements

• Added the ability to rename the checkout screen ‘More’ button.

Inventory Enhancements

• Fixed an issue that prevented Purchase Orders from downloading when the Warehouse associated with the order was deleted.
• Fixed an issue that caused incorrect Purchase Order totals.
• Fixed an issue where purchasing an Item with a Modifier did not deplete the Inventory Item’s Stock.
• Fixed an issue on the Category Recap Report where the Vendor Group breakdown did not display when reporting by GL code.
• Resolved an issue where Vendors with a zero value on bank templates were excluded from the Adjust Bank list.

Suites Enhancements

• PreOrder Start and End Date filters now filter based on the Event Date and not the date the PreOrder was placed.
• Added a new search bar, which allows users to assign an employee to a PreOrder.

Other Connect Updates

• Fixed an issue where clicking on a Vendor in Connect would display an error message.
• Fixed an issue where the user-defined Minimum Quantity of a code would not save.
• Fixed an issue where newly-created Vendors would be in the CLOSED state by default.
• Fixed an issue where Events were occasionally created in a different time zone than the local time zone for the Vendor.

Integrate Enhancements

• CBORD integration is improved for more accurate reporting.
  When meal equivalency is used, the system sends the meal amount.
• Vendors Report API includes inactive vendors when you add &get_also_deleted=true to the API call.

Inventory Enhancements

• Transfer docket improvements:
  – Added delivery status
  – Added pack size
  – Added transfer creator name
  – Removed redundant information
• The Plan a Transfer feature was added to generate transfers for multiple items to multiple locations with a single action.
• The Cash Summary Report has a new filter. Now drops can be grouped by Teller.
• Fixed: Skidata tender is included in Total tender calculations on Stand Sheets.

Suites Enhancements

• The Consolidated Distribution Report can pull by Suite, Vendor, and Category Group when ‘Set Use Item Totals’ is set to YES.
• Fixed: The PreOrder portal does not display events after the cutoff period.
• Fixed: The Event Order Report lists prices for item packages only (not for individual items within the package).

Other Connect Updates

• The Check Sync feature was added for venues and can be enabled at the Vendor Role level.

Cash Room Enhancements

• Glory Cash Recycler compatible with new Cash Room.
  If you’re utilizing the old Cash Room, contact your Client Success Manager or Appetize Support (support@appetizeapp.com) to upgrade.
  
• Fixed: Cash Management page reloaded when the Drops field was edited.

Inventory Enhancements

• Hawking recognizes if multiple Tax Rates are assigned.
• Fixed: True Up exports occasionally caused time-out issues.
• Fixed: Vendors could be in an ‘open’ status concurrently in multiple Events.
• Fixed: Inventory Reports were not pulling by Calendar time.
• Fixed: Purchase Order PDF exports included quantities for undelivered orders.
• Fixed: Stock Request Form exported blank if the vendor was in a Counted Out status.
• Completed additional enhancements in preparation for the Live Inventory redesign.
  

Suites Enhancements

• Download all Event Order Reports by Event into a single PDF.
• Fixed: Suites Distribution Report did not include multiple vendors.
• Fixed: Some subcategories did not display in the user interface.
• Fixed: Fees were not taxed in the user interface.
• Fixed: Old orders were displayed in Activate.

Other Connect Updates

• Printed receipt displays the correct tax amount for orders greater than $1,000.
• Contactless EMV Payment settings are available for Android.

New:

1. New Connect role toggle “Edit GeoTax Not Found” available in Connect → Options → Connect Roles → Orders.

• If the new toggle is set to Yes (enabled), user can go to the Connect Orders section and edit the GeoTax Not Found Rate. 
• The system should query the tax rate table and then allow the user to select from a drop down a list of tax rates that have been flagged as GeoTax. 
• Once the user selects the correct GeoTax, the order tax should be recalculated to reflect the correct tax value. 
• If the toggle is set to No, the user does not have the ability to edit the GeoTax Rate. 

fig.1 Orders view – Editable Tax view

2. Suite Reports enhancements.

• Access Suites → Reports → Distribution Report.
• Set “Item Totals” toggle to Yes
• The system should generate a report where all items and modifiers with the same unique ID are grouped into a single line item

3. Contactless EMV Payment settings can be set via Options → Employee Roles → Payments → Contactless → select EMV.

Note! The update requires a future version of Activate Android. Once the Android app supporting the feature is released, clients will receive further information.

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Changed: 

1. Fortress payment: under the hood performance improvements.
2. Vendor Page: added toggle that allows to change Vendor’s status from Opened to Closed. The toggle is placed on Vendor Details page.

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Fixed: 

1. Suites: fixed incorrect tax values displayed after rounding, or when orders were exceeding $1,000.
2. Issues when trying to remove item from Item Package via Connect (Suites panel) → Items → Item Packages page.
3. Cash Room fixes including:
   3.1. Issue that caused Custom Tenders to display instead of denomination breakdown set in drops on the Cash Room report by denomination breakdown summary.
   3.2. Incorrect calculations shown when checking over/show within the Cash Room on the Vendor Level.
4. Inventory → Transfers → fixes when deleting items from a planned transfer.