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          May Build Summary (9.0.1)

          May Build Summary (9.0.1)

          Build summary for Modern POS version 9.0.1, including what new features and changes it contains.

          Core POS

          Create Quote from Cart

          What it does - For app builds less than 9.0.1, a quote can only be created via Suspended Carts. However, Point of Sale now allows the creation of quotes directly from the cart instead. Merchants can take advantage of this feature enhancement to generate quotes more efficiently by adding a deeplink to their cart layout.

          How to Configure - https://labs.predictspring.com/cms/layouts

          • In CMS, go to Layouts > Layout Pages.
          • Create a new Cart Options layout or edit an existing one.
          • Add a new tile for the deep link.
          • In the right toolbar menu, go to Deep Link > More > Create Quote From Cart.
          • Set and save your changes.

          The Create Quote from Cart section in Point of Sale CMS

          Note
          Note Creating a quote from the cart will log a new event in the Electronic Journal for “Quote Created"

          Learn More: Creating & Managing Customer Quotes

          Non-Receipted Return Lowest Price Calculation

          What it does - Non-Receipted Return aka NRR price is calculated based on the following criteria in the specified order: Store Historical Prices, Product Multi Region Historical Prices, and Product Historical Prices. When the lowest price is found, for a given number of days, that price is returned as the NRR lowest price. Previously, only product historical prices were used to calculate the NRR lowest price.

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

          • In CMS, go to Store Management > Store Settings > Advanced.
          • Under Tender types for returns without receipt, the value that is set must have at least one tender type to start collecting the historical prices (for example, Cash). After this is set, for any subsequent feed runs, products start collecting the price history on a day-to-day basis. This also applies to file uploads via Manual Upload.
          • Under Lowest price period in days, set the number of history days to compare prices (for example, 7). The default is 5 days.

          Configuring the lowest price period, in days, in Point of Sale CMS.

          Note
          Note A price of 0 is not considered the lowest price. While looking for the lowest price, if the system does not find a price greater than 0, then no NRR price is returned.

          Learn More - NRR Lowest Price Calculation

          Omnichannel

          Multiple Shipping Methods in Cart

          What it does - You can now provide multiple shipments in a single order to customers. Merchants can configure the shipping methods in CMS by referring to Shipping Methods, which will be available at the item-level in the cart.

          Note
          Note This feature is not supported when the External Shipping Provider flag is turned on.

          How to Configure -

          1) In CMS, allow multiple shipments per cart/order - https://labs.predictspring.com/cms/server-settings-v2/pos/store-fulfillment

          The Allow multiple shipments per cart/order setting turned on in Point of Sale CMS.

          2) Update receipt layouts with new Ship Method Name and Item Level Ship Method tags - Print Tags Configuration

          What it looks like -

          The POS app showing a cart with multiple shipping methods available for each item.

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

          Salesforce Live Inventory Integration with OCI

          What it does - This is a native integration with Salesforce Omnichannel Inventory (OCI) to do live inventory checks for online orders. The Point of Sale integration to OCI supports fulfillment from specified stores. Checks will run when items to be fulfilled online are added to the cart or the fulfillment type is changed. The app will check the desired amount against the available to order (ATO) quantity for a live indication of availability.

          How to Configure -

          • Ensure your inventory management controls are in place and set up according to your business rules Inventory Management.
          • Go to Apps > All and edit the app config you wish to enable OCI.
          • Go to Modules > Settings and disable the flag, Online Inventory. If it's enabled then Feed data will be used to 'check' online inventory instead of OCI. The Online Inventory flag in Point of Sale CMS.
          • Back in CMS, go to Store Management > Store Settings > Inventory.
          • Turn on Enable PredictSpring inventory management to track online inventory. The Enable inventory management to track online inventory setting in Point of Sale CMS.
          • Back in CMS, go to Inventory > Inventory Configurations.
          • Create or edit a configuration by referring to Live Inventory. The edit configuration section of the Advanced screen in Point of Sale CMS.
          Note
          Note

          This does not create a reservation for inventory. That is a separate functionality that will need to be configured, please refer to Live Inventory.

          Promotions

          Free Sample Rules

          What it does - Configure rules to specify which products will be free samples in the promotion. This can be configured when creating a Free Samples Promotion.

          How to Configure -https://labs.predictspring.com/cms/promotion-v2/create/FREE_SAMPLES

          Under Free Sample Rules, set the quantity, attribute, operator, and value(s) that you wish. Quantity indicates the maximum amount of free samples allowed in an order (default is 1).

          Note
          Note All rules must be met to activate the Free Samples promotion in the POS app. If you wish to always set a product as "Free", consider adding an Order rule where the Order Total is >= 0.

          The Free Samples promotion section of Point of Sale CMS.

          Other Feature Enhancements

          Title Description Helpcenter link if applicable
          Reason Code for Price Correction in json tLog For app builds 9.0.1 and greater, the Price Correction Reason Code will be recorded not only in the Electronic Journal but also in the TLog. It will include the existing price and the corrected price. This is supported both online and offline. Reason Codes
          Remove the ENTER STORE button on the POS launch page For app builds 9.0.1 and greater, you must enter your login credentials in order to interact with the POS app. After the initial login, you can be logged out if the app timeouts but still have limited access. In order to have full access to the POS app, you'll need to re-login. Activating POS App
          Product Cell Configurations - Interstitial, Inventory, and BOPIS Configuring Product Display Labels
          Reason Code for Price Correction in json tLog For app builds 9.0.1 and greater, the Price Correction Reason Code will be recorded not only in the Electronic Journal but also in the TLog. It will include the existing price and the corrected price. This is supported both online and offline. Reason Codes
          France - Fiscal Certification We are now re-certified for 2023 Fiscalization Requirements for France
          Large Cycle Count Greater support for cycle counts with large data sets Cycle Counts Overview
          ASN Receiving - Pause and Resume Functionality Enhanced ASN receiving by adding the Pause and Resume functionality. When receiving by ASN, once the pallet ID is scanned and the cartons/cases are displayed on the screen, the associate will have the ability to pause the session on the POS and then continue at a future time. New status introduced for "Partial" Paused state in ASN Report and Inventory Transfers in CMS. Managing Inventory: Advanced Shipping Notice (ASN) Receivings
          Corp Transfer Cancellation at Store Point of Sale offers the ability to cancel corporate transfers in two places, CMS and POS app. Managing Inventory: Corporate Transfers (CTS)
          Warning for Invalid Carton A warning when an invalid Pallet/ Carton is scanned will now be displayed in App.
          Offline Store Level Pricing Feed - flag controlled in CMS New deeplink available in CMS which allows you to check if your feeds are ready for offline mode. Corporate Transfers
          Offline - search for Products for Returns A customer can still process a return without their original receipt. For app builds less than 9.0.1, a customer can initiate a return by scanning an item. For app builds 9.0.1 and above, you can now scan, manually enter, and search catalogs as well. Offline Returns
          Best Price Promo Enhancement - Online and Offline For app builds 9.0.1 and greater, Point of Sale has enhanced the feature so that the ordering of the promotions and products will not have an impact on applying Best Price Wins. This is supported in both online and offline modes. Promotions
          New receipt tags for Ship Method Name and Item Level Ship Method

          :ps_p_shipping_method_name

          The item-level shipping method name of a product

          :ps_p_shipping_method_ETA

          The item-level shipping method delivery estimate of a product

          Print Tags Configuration

           
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