Connect 10.12.7


    1. “Description” field added to Items page.
      • Navigate to Items page and open any item
      • On Details page see the new field “Description”
      • Make sure that the toggle above the field “Show Description” is set to YES
      • Save your changes
      • Open Items page again
      • See that item’s Description shows up on main Items page under “Description”
      • Additionally, the “Description” placed on Items page is sortable – so that you can sort description i.e. alphabetically
    2. Apply tax to fee.
      This setting is available only for Venues that have “Tax per Item” Venue setting disabled. 
      To be able to add tax to fee, you need to:

      • Navigate to Connect > Options > Employee Role
      • Select the correct Employee Role
      • Go to Fee/Tax/Tip tab
      • Set Fee i.e. convenience fee and select fee type
      • Navigate to Options > Vendor Role
      • Open one Vendor Role
      • Go to “Taxes”
      • Reach the toggle “Apply Tax To Fee”
      • Switch the toggle to “Yes”
      • Then, open Activate
      • Add any item to the cart
      • Process the transaction to any tender
      • Fee should be taxed
    3. Inventory – ability for users to edit Sales Unit, Inventory Unit or Purchase Unit cost.Note!To be able to edit Cost of Goods, make sure that your Connect Role is properly set:
      • Navigate to Connect > Options > Connect Roles
      • Select your Role
      • Look at Inventory Settings > Edit Cost of Goods Change the switch to YES
      • Save your changesThen, to be able to edit those fields, you need to:
        • Navigate to Inventory > Items
        • Select one of the items there
        • Go to “Cost of Goods” field
        • When you click on “Cost of Goods” you’ll see three fields there:
          Sales Unit
          Inventory Unit
          Purchase Unit

          • Result: The fields are editable for the user. When cost for one unit is updated, the system recalculates the cost of the other units based on the defined conversion rates. How is it calculated? 
            Cost of Goods Inventory Unit = Cost of Goods Sales Unit * Conversion to Inventory Unit
            Cost of Goods Purchase Unit = Cost of Goods Inventory Unit * Conversion to Purchase Unit
    4. Stand sheets – update in UI. Now we show there Time of Vendor Closed

      • Navigate to Events > Stand Sheets
      • Check if there are any stand sheets closed. If no, close one of them.
      • Click on  the blue “Closed” Standsheet status
      • You’ll see there a box with Vendor event information, dates and exact time of closing included
        03/28/2017 12:40 AM
        Closed Date
        12/08/2017 02:38 AM

    5. Reports – Inventory Value by GL Account now available in PDF format.
      To download the report, access: 

      • Reports > Inventory > Value by GL Account
      • Select your report criteria
      • Scroll down to “Choose document type” dropdown
      • Select “PDF Report”
    6. Reports – Vendor Group filter added to the following inventory value reports:

      • Reports > Inventory > Category Value
      • Reports > Inventory > Inventory Value
      • Reports > Inventory > True Up Full History Report


      • User can select one or more vendor groups
      • User can choose to display each vendor group separately or consolidated



  1. Small fixes in Connect > Accounts > Search bar.
  2. Issues when trying to exclude a Vendor from the created Inventory event.
    Read an example of fixed behavior:

    • Create an Inventory event using “Events” module
    • Then, go to Inventory > Transfers > Create Transfers
    • Select origin and destination. The destination should be one of the Vendors included in the created Inventory event
    • Change the transfer status to Planned and click continue to add items and complete the transfer
    • Navigate to Events >Manage events and click on the event you created in step one
    • Try to exclude the vendor that you did not create a planned transfer for
    • Now, you can exclude Vendor that has no planned transfers for the event
  3. Issues with inconsistent price levels displayed on standsheets.
    Previously – when doing Count In via Activate, item price was changed to the default price level.
    Now, after Counting In via Activate, user goes back to Connect to refresh the standsheet and check the price of the item. It should be displayed correctly – with the price level set per Vendor, not the default one.
  4. Sorting Category Groups – fixes.
    • Open Connect > Options > Category Groups
    • Add two Category Groups. One with “Sort Order” = 1, and other with “Sort Order” = 2
    • Navigate to Items and assign one item to the first Category, and another item to the second Category Group you’ve just created
    • Log into Activate
    • See that Category Groups sort themselves based on the “Sort Order” set via Connect. That means that items with assigned Sort Order = 1 would be displayed first on Activate menu
  5. Reports > End of show > Credit Card Breakdown
    Previously, there was an issue with correct display of split transactions on that report.
    Now, when you:

    • Add some items via Activate, tap “More” button and choose split payment
    • Pay for the first Split part with i.e. Stadis payment
    • Hit the check mark and tap Credit Card
    • Tap “Complete Order”
    • The order goes through successfully
    • In Connect click on Reports > End of Show
    • Click Credit Card Breakdown > generate i.e. excel report type
    • Full Credit Card information would be correctly pulled on the report
  6. Report > End of Show > Category Sales
    The button “Vendor Group” that is used to select the correct Vendor Group presented on the report is now fixed. Now, when user filters Vendors / Vendor Groups – only the selected choices would be generated in the Category Sales report.


  1. Inventory item default price – changes.
    • Go to Connect > Inventory > Items > Create an item
    • Enter the name and click save
    • From items page, search and open the item you’ve just created
    • Edit the item by changing “Show Price” toggle to YES
    • Save changes
    • Changed behaviour: Item cannot be saved when “Show Price” is set to YES without adding a value to the default price level price
  2. Connect > Reports > End of Show > Refunds report
    • Refund Reasons provided in that report are now more detailed
    • Depending on previous Venue settings, the Report would now show such information as: Void Reason, Admin PIN
  3. Inventory – quantity for Units when creating Transfers.
    Preconditions: Vendor must have Inventory enabled and must have at least one Item that is assigned to a Warehouse and a Vendor. That Item must have different Conversions to Units that aren’t 1:1. Item must have a quantity present in Warehouse you are transferring from.

    • Log into Connect and navigate to Inventory > Items
    • Take note of an Inventory Item’s quantity in its details and take note of the Item’s Conversion to Units
    • Navigate to Inventory > Transfers
    • Click blue ‘Create Transfer’ button to create a new Transfer
    • Choose the Warehouse that has the Item present for your Origin and then choose a Vendor to transfer the Item to for your Destination. Click blue ‘Continue’ button
    • Click blue ‘Add’ button next to the Inventory Item that you are going to transfer so that it moves below to the Items you will be transferring
    • Notice the Unit that is selected and the Origin Stock number that is present based off your Unit
      Fixed behavior: When creating a Transfer, the Units that are present for the Items you want to transfer should be correct and should match what was ordered and what is present for the Venue.


  1. Logs: when signing into a Venue from either admin or directly, logs show the current Venue ID.
  2. Fixes in the API response for different types of refunds.
  3. Exports from Connect – performance improvements.