September Build Summary (9.4.1)

Overview of All Features

Inventory Management

Inventory Ledger

What it does: View all inventory movement-based transactions. Inventory ledger records item details, quantities, costs, dates, and balances. It can help merchants monitor stock levels, value, and facilitate accurate financial reporting. Point of Sale's Inventory Ledger can be filtered by store, category, transaction types, and date range. Additionally, in-depth details can be viewed for each transaction.

How to turn on: https://labs.predictspring.com/cms/inventory-configs

In CMS, go to Inventory > Inventory Configurations.

Under Provider, select "Salesforce".

Turn on Is Salesforce Controller of Records.

Save your changes.

Important If the Inventory Configuration is set to any other Provider, inventory won't be recorded. This doesn't give you accurate results in the ledger.

How to access: https://labs.predictspring.com/cms/inventory-ledger

In CMS, go to Inventory > Inventory Ledger.

Under Store, select or search for a store.

Under Entry Type, select the transactions you wish to see in the report (for example, Sold, Returned, Cycle Count, and so on) or select all.

Under Products, enter the IDs of the products you want to see in the ledger. This can be done through manual entry, selecting from the Product Picker, or importing a CSV file.

(Optional) You can configure the date to view the ledger for a specific date range.

Select Search.

Learn More: Inventory Ledger

Allow Completion of Cycle Count Batches

What it does: Starting in app build 9.4.1, managers can access and close a batch that is "In Progress" (batch is active/scanning) that was initiated by other managers or associates. It's important to note they can’t edit a batch (for example adding items, alterations, and so on) other than their own.

How to configure: https://labs.predictspring.com/cms/custom-api/create/new

As a prerequisite, associates need their approval configuration set for:

• Cycle Count Batches (governs ability for user to have permission to close the batch)
• Cycle Count Batches Actions (governs whether the user can see other users' batches)

Note Managers don't need the previous approvals configured, as their roles have this functionality out-of-the-box.

Learn More: Managing the Cycle Count (Manager Experience)

Promotions

Employee Discount Validation

What it does: POS provides employees with a way to enter their employee information to receive discounts while making purchases. For app builds before version 9.4.1, any employee information inputted for employee discounts is recorded without validation. However, starting with version 9.4.1, Salesforce allows validation using an SPI. Upon entering employee information, a request is sent to the endpoint with the input data. If the information is valid, the promotionsare applied. If not, an error message will be displayed to the store associate, and the promotions aren't applied.

How to configure validation via SPI: https://labs.predictspring.com/cms/custom-api/create/new

In CMS, go to Integrations > Customer Connectors.

Select Create in the upper right to configure the SPI.

Under Connector Type, select "SPI".

Under Endpoint Name, select "VERIFY_EMPLOYEE - Verify Employee".

Under API Endpoint, enter the URL endpoint of the SPI.

Under Integration Type, enter "HTTP_POST".

Under JSON Headers, enter "{"contentType": "application/json"}".

Save your changes.

Optional Configuration: To require a Manager's Approval for Employee Discount sales, refer to this article.

Learn More: Employee Discount

Omni Channel

Bulk Change Pickup Location for All Items

What it does: For app builds 9.4.1 and later, you can bulk change all items in the cart if they don't share the same pickup location if you have "Enable only one pickup location per order" on.

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

Bulk Change Fulfillment Type

What it does: Starting with app build 9.4.1 or greater, enhancements were made to permit bulk edits within the cart where certain combinations of items for fulfillment are prohibited. Associates can convert all items that fall under these restrictions.

Note For app builds before 9.4.1, manually adjust the fulfillment types for each item to complete the order.

How to configure: https://labs.predictspring.com/cms/custom-api/create/new

SALE_INVENTORY = This event indicates that an item (or items) has been sold. If this event is triggered, the expectation is that the inventory for the specified item(s) decreases.

RETURN_INVENTORY = This event indicates that an item (or items) has been returned or exchanged. If this event is triggered, the inventory for the specific item(s) increases or adjusts in some manner if it's an exchange.

Learn More: Inventory Event Webhooks

Delivery Date Picker

What it does: The POS app provides an option to capture delivery and pickup dates for products. Store associates add date and time slots for products after adding them to the cart. The products will be delivered to or picked up by customers at the selected date and time.

Salesforce supports four methods for configuring delivery dates on the POS app: custom integration, SPI integration, manual CMS configuration, and defaults provided by Salesforce Backend (30-day window frame excluding Sundays).

Learn More: Omnichannel: Configuring Delivery & Pickup Dates

Returns/Refunds/Exchanges

Default Tender for NRR (Reported Tender for the Sales that are Covered by the Value of Returned Merchandise)

What it does: Allows merchants to configure their preferred tender type for reporting the exchange value of a No-Receipt Return. Under this configuration, merchants can set their preferred tender type for the sale portion of the exchange. This tender is used as the first tender for the part of the exchange that is bought with returned items because there''s no value for a NRR.This tender is used as the original tender for the portion of the exchange that is purchased with returned merchandise as there's no value available for a NRR. Any portion of an uneven exchange that requires additional tendering reports the actual tender values used

How to configure: https://labs.predictspring.com/cms/stores/return-policy-config

In the CMS, go to Store Management > Return Policy Configuration.

Depending on whether the policy is for online or offline, select Add Policy to the right of the respective option.

Under No Receipt Returns, configure the settings as follows:

• Turn on No Receipt Returns to permit returns without a receipt.
• Select the tender type(s) for refund under Tender Type.
• Select the tender type(s) to be reported in an NRR exchange under Reported Tender for the Sales that are Covered by the Value of Returned Merchandise.
• If "Credit Card" or "Gift Card" is selected, enter the Reported Card Type and Reported Card Number for NRR exchanges.
• Optionally, turn on Requires Manager Approval if a manager login is needed before completing NRR in the POS app.
• Optionally, turn on No Receipt Tax Returns to permit returns with taxes without a receipt.

Learn More: No Profile, No Card, No Receipt Returns (NRR)

Core Platform

Speech Recognition Beta: Voice Command Deep Link Mapping

What it does: Further enhancements have been made to our Voice Command beta. You can now define nouns and customize Speech Recognition within the app across various languages. As app configs are language-specific, Speech Recognition can also be tailored to each language. For example, if an app configuration is configured in the Spanish language, select that configuration to define verbs, nouns, and adjectives in Spanish.

Note This enhancement is available on the POS app. To use the improved speech recognition in the POS app, turn on the UseEnhancedVoiceCommands setting and configure at least one deep link under the Voice Command Deep Link Mapping setting in CMS, starting from v9.4.1.

How to configure: https://labs.predictspring.com/cms/apps/all

In CMS, go to Apps > All.

Edit the app configuration to have speech recognition.

Go to Modules > Voice Commands.

Under Voice Command Deep Linking, configure noun phrases for deep links to be used with voice commands.

Select the pencil on the right side of the setting to configure it.

Under Deep Link, select a deep link to map to an action. Selection automatically populates supported nouns and adjectives for only app configs configured in the English language and for app builds 9.4.1 and after.

Under Action Type, select an action to map to the deep link.

Under Adjective Words, enter adjectives associated with the deep link mapping.

Under Noun Words, enter the nouns that start the deep link mapping.

(Optional) To add mappings, select + ADD in the upper right. To delete a mapping, select DELETE in the bottom right.

Learn More: Speech Recognition (Beta)

Additional Feature Enhancements