Activate iOS 6.6

1.1 General
    1.2 Settings 
    1.3 Rounding – calculations
1.4 Activate changes
2. Streamline
2.1 General information
2.2 Configuration steps
2.3 Streamline payment flow
2.4 Refunds
2.5 Balance Check 


New: [ps2id id=’new1′ target=”/]

1. ROUNDINGS [ps2id id=’round1′ target=”/]

1.1 GENERAL [ps2id id=’general1′ target=”/]
-> New way for rounding total sales for cash transactions ONLY (no matter whether there were split or not).

-> Rounding is applied to the sales total only. (Total includes tax and fees) – NOT to individual item prices
-> Note! Rounding can be applied to split payments but ONLY when the chosen payment types = cash. Rounding will not work for mixed split payments, i.e., cash & credit, cash & loaded value. When split payment has been selected, the last cash payment is being rounded and customer sees the change on the last split screen rounded (depending on Connect rounding settings)

-> Depending on rounding settings (Connect > Venue settings), Activate will add or subtract a value to a total, so that is correctly rounded
-> Transactions can  be configured to be rounded down, Up or Up/Down
-> To set cash transactions rounding, go to Connect > Settings -> Venue and choose:

Rounding Type (up/down/up or down) and Rounding Precision (denomination to which total is rounded)


1.2 SETTINGS [ps2id id=’set1′ target=”/]
a) Connect > Settings > Venue > General – Rounding enabled (to do it, you need to choose any rounding type)

b) Rounding Type – choose one (up/ down/ up or down)
– by default “None” = not active

Rounding type dropdown selection

* Round up/down = the system will round up or down to the nearest amount (selected in “Rounding Precision”).

c) Rounding Precision – choose one option

Rounding precision dropdown selection

d) Don’t forget to SAVE your changes at the bottom of the Venue settings. Otherwise, changes will be lost.

1.3 ROUNDING – HOW TO COUNT IT  [ps2id id=’sh1′ target=”/]
See the below tables to find out more on how rounding is counted.
Rounded total = the final value that’ll be displayed on Activate for rounded cash transactions.

1.4 ACTIVATE CHANGES [ps2id id=’chan1′ target=”/]

-> if rounding enabled, cash & credit button will be displayed in a form of separate buttons in Activate tender’s view

-> The displayed Total when Cash payment is selected should be rounded

Sample setting 1:

And what is going on on Activate:
Item: Avocado, price $1








When rounded up to nearest quarter, the final price = $1.25








Sample setting 2:
Item: Avocado, price $1








When rounded down to nearest quarter, the final price = $1.00







Sample setting 3:








When rounded up or down to nearest quarter, the final price = $1.25








Note! Additionally, the “All Orders” view shows information on the exact amount that has been rounded.


2. Streamline [ps2id id=’tincap1′ target=”/]

2.1 GENERAL INFORMATION [ps2id id=’gentip’ target=”/]
-> Streamline is a loaded value payment type that includes ticket balance to be spent within certain expiration time
-> It works in a form of a purchased ticket (gift card) that is scanned from 1d barcode / entered manually / swiped
-> Example usage: the customer purchases a ticket for the game that comes with $10 of loaded value which can be spent on any items
-> Streamline payment method is supported on Activate iOS in POS modes (regular, splits, easy split) and in REST mode

2.2 CONFIG STEPS – CONNECT  / Database [ps2id id=’constepsdab’ target=”/]
-> enable Streamline on Employee Role> Payments  = YES

-> you can also customize the name of your TinCaps button

-> Database: correct settings of Payment type (Loaded Value) and Payment ID for the Venue. For more tech info reach out respective developers

2.3 How it looks in the app – Streamline payment flow [ps2id id=’23d’ target=”/]
POS FLOW – regular transaction

1. Add some items to the cart
2. Choose Tin Caps payment type









3. Next – you will be asked to enter the amount to be paid.
4. After that – provide the card number. This can be done in 3 ways: swipe / enter manually ticket number / scan 1d barcode (barcode scanner must be attached).

5. Choose tip (if applicable).

A sample 1d Tin Caps barcode




6. Finally, tap the green “Complete order” button to finalize your order.

7. Activate will check the balance and if there’re sufficient funds, the item with updated payment type will be displayed in the cart.
If transaction is successul, you will see “Thanks” screen.

Note! For Tin Caps transactions, Signature confirmation screen is not supported.

2.4 REFUNDS  [ps2id id=’ref24′ target=”/]

For Streamline Loaded Value, refunds are supported and their flow is like for regular orders.

1. Open Activate’s Left Menu and choose “All Orders” view
2. Choose the order that is to be refunded from “Completed”

3. Tap the quick refund button and confirm.
4. Result: order goes to the “Refunded” tab.

And, of course, Connect would reflect the status of your order.

If order has not been refunded yet, Connect would allow to Refund the order / item manually.

2.5 BALANCE CHECK [ps2id id=’bcheck12′ target=”/]

Since Streamline is Loaded Value payment, checking card balance is validated every time payment is made. Additionally, there are a few places where ticket can be checked manually.

a) Settings Gear – Main View





-> enter ticket number manually / scan or swipe window appears

-> see the result

b) Split Mode (regular “Split”).
-> Choose “Streamline” Loaded Value for one split payment and check balance
-> Note! Checking balance on Split Mode is possible only by entering ticket number manually 

c) Check Orders
-> Add some items to the cart and open Check Order.
-> When finished, tap “Closeout Check” and choose Streamline payment button
-> At this point, it is also possible to check ticket balance
-> Note! Checking balance on Check Orders is possible only by entering ticket number manually 



Connect 10.5


1. Moneris integration and refunds
2. Rounding configuration
     2.1 Rounding – settings
     2.2 Rounding – refunds
      2.3 Rounding – report
3. Integration with Streamline
1. Inventory reports
2. Inventory – rounding up par levels
3. Standsheet Landing Page
4. Printing Transfer dockets

New [ps2id id=’new1′ target=”/]

  1. Moneris integration and refunds [ps2id id=’mon-1′ target=”/]
    -> integration of Moneris payment gateway

    -> In fact Connect’s backend does not process Moneris payments, it all happens on Activate or Ingenico iCMP – the only device certified by Moneris that works with Activate iOS and Android
    Moneris refunds
    -> Since Moneris refunds are processed via Activate / or on a paired iCMP device, you must refund directly on Moneris.

    When you go to Orders and choose any Moneris order, you’ll see this alert message:

  2. Rounding configuration [ps2id id=’round-1′ target=”/]
    -> New way for rounding total sales for cash transactions ONLY
    -> Note! Rounding can be applied to split payments but ONLY when the chosen payment types = cash. In this case, the last split payment is rounded. Rounding will not work for mixed split payments, i.e., cash & credit, cash & loaded value
    -> Rounding is applied to sales total only. (Total includes tax and fees) – NOT to individual item prices
    -> Depending on rounding settings (Connect > Venue settings), Activate adds or subtracts a value to a total, so that is correctly rounded
    -> Transactions can  be configured to be rounded down, up or up/down2.1 Rounding – settings [ps2id id=’rset-1′ target=”/]
    To set cash transactions rounding, go to Connect > Settings > Venue and choose:

    Rounding Type (up/down/up or down) and Rounding Precision (denomination to which total is rounded).
    Rounding type dropdown selection
    * Round up/down = the system will round up or down to the nearest amount (selected in “Rounding Precision”).Rounding precision dropdown selectionExample:Changes in Orders View 

    When cash order has been rounded, this info will be visible in order details view.
    Connect > Orders > choose your order and see:

    * Rounded amount will be shown on printed receipts (printing options – via Activate) 
    * The information about rounded amount will NOT be visible on email receipt and receipt downloaded from Connect
    2.2 Rounding Refunds: [ps2id id=’rref-1′ target=”/]
    When it comes to refunds – they are done in usual way. No big changes apart from the new field “Rounding” added.
    To refund order, go to Orders page > choose the order to be refunded > click one of the refund options:
    Item Refund
    Full Payment Refund
    Custom Refund
    or Refund
    and see the result:
    2.3 Rounding – report [ps2id id=’rrep-1′ target=”/]
    – a new “Rounding Report” has been added
    – to reach it, go to Connect > Reports > End of Show

    – use this report only when Venue uses roundings
    Note! Rounding will be automatically enabled, if in Settings > Venue, Rounding Type is chosen. 
    Then, in “Reports” you will see

    In the new report, you will find the most necessary information on roundings that were made on Venue/Vendor level, such as: 
    – Rounded orders (since rounding is applied to order, not to item) 
    – Rounding Type 
    – Rounding Precision 
    – Total – before and after rounding 
    – Rounding statistics for Vendor groups and individual Vendors 

    3. Integration with Streamline [ps2id id=’iwtc-1′ target=”/]

    – Tender type: Loaded Value (Streamline) integration
    – new API calls added to: check ticket balance, call to post a charge, manage refunds
    – Additionally, new toggles related to Streamline added on Employee Role to label the button on Activate
    – Connect > Options > Employee Role “Streamline Loaded Value” = YES

    – you can also customize the name of your Streamline button

    Changed [ps2id id=’chang1′ target=”/]

1. Inventory reports [ps2id id=’irep1′ target=”/]
-> when the event is created (important! status = opened), user can choose whether or not to print the Count In value on the printed stand sheet
-> to reach that, go to Connect > Events > Manage Events page > choose opened Event and right-click it
Manage Events section
I have an event that is opened

Then, I go to “Standsheets” for this event.

And see the result on the downloaded report:


2. Inventory – rounding up par levels [ps2id id=’parlev1′ target=”/]
To see the new setting go to Connect > Inventory > Setup and choose Vendors view

Then, when Vendor is selected, go to “Settings” tab and click i.e. on Vendor Name to edit settings
See the new button “Use Purchase Unit For Par”

How it works?
When “Use Purchase Unit For Par” = YES
– this is used for transfers. The system calculates transfer quantities based on par levels and rounds up the needed units to the nearest integer (based on the case size)

Par Level = 100 ea
Current Quantity = 82 ea
Purchase Unit Conversion = 10 ea (so you need 2 purchase units to meet the needs)
Transfer is generated for: 20 ea

3. Standsheet Landing Page [ps2id id=’landing1′ target=”/]
– in this build, we restored the old button “Export All” that exports all standsheets for the selected inventory event as one, big PDF file

Where is it located?
– go to Connect > Events > Stand Sheets
– click the “Export as PDF” button
– a huge PDF file that contains every Vendor is being downloaded

4. Printing Transfer dockets [ps2id id=’docket1′ target=”/]
– another “print all” ability added to Transfers page

– go to Connect > Inventory > Transfers
– using the date picker (Start & End date), select the time period
– the selected transfers show up on the list
– tick the transfers that need to be printed (there’s no limit, so you can tick as many as you want)

– the system generates a customized PDF file with all dockets for the selected transfers
– the screen below shows an extract from the new transfers docket

Fixed: [ps2id id=’fixed’ target=”/]

  1. Suites Issues.
  2. Inventory & transfers bugs.