March Build Summary (8.9.1)

Overview of all Features and Changes

CORE POS

Billing Address Flag [Omni v2]

What it does -Require a billing address based on order types. You can now opt to not prompt for a billing address, always prompt for billing address or only require a billing address for online orders. This flag is supported in both online and offline mode, just note that the POS app has to be online at least once to fetch the above data in order to work in offline.

How to Configure -This can be configured by going to the app you want to configure the setting for in Modules > Cart.

Under Show billing address for orders, configure this flag based on the following options:

• Never - Billing address will not be required to complete the order.
• Always - Billing address will be mandatory to complete the order.
• Online Only - Billing address will be mandatory when the cart contains online items only (no mixed cart).

Note There is an existing configuration flag on CMS to configure the billing address, this property is in process of deprecation and should not be used onwards.

Learn More - Omnichannel Cart Settings

Setting to Disable/Enable More than One Store Pickup per Order [Omni v2]

What it does -With Omni v2 you can allow multiple pick-up locations in one order or allow only one. The default is to allow multiple but you may elect to only allow one with this setting.

How to Configure - https://labs.predictspring.com/cms/server-settings-v2/pos/store-fulfillment

Go to your Omni Settings in your Store Fulfillment Settings and Enable only one pickup location per order.

Learn More - Omnichannel: Multiple Fulfillment Types per Cart (Mixed Cart)

Enhanced Quote Search Filters

What it does - Look up Saved Carts and Quotes separately by setting up a deep link. Enhanced functionality allows you to filter by customer, store, and quote id.

How to Configure and Access

Step 1: Edit the layout you want the quote added to and configure the deep link with "Quote Lookup"

Step 2: Access deep link from your App and see the ability to search by Customer, Quote ID, and Store/Date

Learn More - Creating & Managing Customer Quotes

Enhanced Saved Cart Filters

What it does - Additional filtering of Saved Carts from where you have your Store Saved Carts deep link set up

How to Configure and Access -

Step 1: Edit the layout you want the Saved Carts access added to and configure the deep link with "Store Saved Carts"

Step 2: Access deep link from your App and see the ability to search by Customer and Store/Date

Promotions

Line Item Discount Limit

What it does - Set the item and transaction limits in CMS for scenarios where you'd want a max discount or percentage off an order. The limits are checked against the remaining order total after any manual and/or auto-promotion has been applied. If the order total exceeds the set limit on either the max discount or max percentage, a manager's approval would be indicated.

How to Configure - https://labs.salesforce.com.com/cms/server-settings-v2/pos/cash

Learn More: Item & Transaction Level Limits

Reporting

Reason Codes for Pay In, No Sale, Void Cart, and Price Override

What it does - We now support reason codes online and offline for Pay In, No Sale, Void Cart, and Price Override. If you have the reason codes configured in CMS, you can see them reported in your Electronic Journal.

How to Configure - Reason Codes

Where to Access - Electronic Journal (EJ) Overview

EJ Capture of Item Level Voids

What it does - Record items removed from the cart in Electronic Journal. This will be tracked for all sales, returns, exchanges, or resumed saved carts.

Where to Access - Electronic Journal (EJ) Overview

Learn More - Electronic Journal (EJ) Overview

SPI

Clienteling (Customer) SPI Field Mapping for Search

What it does - Enhanced SPI field mapping for customer search which allows you to Search customers and retrieve details of a specific customer by First Name, Last Name, email, phone number or zip code.

How to Configure -

Create your Customer Search layout and ensure you have the correct field mappings configured (SPI Customer Search Layout)

Learn More - SPI Customer Search Layout

Inventory Management

Block in-store transfers for restricted products

What it does - Specify products that should be restricted from transfers, receiving, and PO creation at the receiving store. Additional CMS configuration is required.

How to Configure -

Step 1: Go to https://labs.predictspring.com/cms/inventory-restriction

Step 2: Create an Inventory Restriction Rule.

Note You can have multiple restriction rules by clicking on + Add. With this, you can create a rule that would only apply when, for example, GTIN is 12345 AND Product ID is 366. However, if you wish to create a non-dependent rule, for example, if the GTIN is 12345 OR Product ID is 366, then you'd need to create separate rules (refer to Step 2 in Creating Inventory Restriction Rule).

Step 3: You can also automate the process by importing all the values from a CSV file. This may be useful in the event that you wish to restrict a large number of products.

Step 4: Test your configurations by scanning the restricted product

Where to Access - https://labs.salesforce.com/cms/inventory-landing OR https://labs.salesforce.com/cms/inventory-restriction

Learn More - Inventory Restrictions

Other Feature Enhancements