Activate iOS: 7.22.1
Release Date: May 20, 2022
Enhancements
- This version of Activate iOS adds additional logging (and a new error message, “internet connection appears to be offline”) when the user is performing a refund and the internet connection appears to be offline.
- Users can ignore the message and perform the refund.
- The Order List will show the affected orders as Refunded.
- The Order Details will identify the order as an Offline Refund.
- We added this information to help customers identify and prevent issues with offline refunds with Moneris.
Defects Resolved
- Activate is once again displaying the Inventory page correctly.
- Users are now able to navigate away from the Finalize Day Report.
Known Issues
- Activate iOS does not display the green checkout button when users finalize a transaction using Skidata and Cash (or Skidata and Credit). This appears to be a limitation between Connect and the Skidata platform, which is still under investigation. Customers that use Skidata are advised not to use this build until the issue is resolved.
- Combined checks opened from Suites in Activate X will print KDS chits a second time. This is only an issue when running on Dual Mode, and it is caused by an issue in Activate X. Suites users are instructed to operate in Local Mode with this release.
Activate iOS 7.22
Release Date: February 10, 2022
Enhancements
- This version of Activate iOS is compatible with iOS 15. It can be used in fresh installs on devices running iOS 15, and it can also be used in existing devices - customers need to update the OS first then update the Activate application.
- The login screen of Activate iOS now shows the updated Appetize logo (that includes the Now part of SpotOn tagline).
- Activate iOS was enhanced (after evaluating field issues with ViaRail and Moneris) to disable unused Ingenico and Infinea swiper types on Moneris accounts.
- This also includes new Embrace log entries to record that swipers are being skipped/disabled.
Defects Resolved
- Users are now able to close PreOrders correctly in Activate.
- Activate once again reports PAR Restock activity correctly to Connect.
- Taxes are once again calculated correctly in PreOrders.
- Order totals with Custom Fees now match between Connect and Activate.
- Activate is once again synchronizing orders in the declined queue status within 3-5 seconds.
Activate iOS 7.21
Release Date: October 20, 2021
Enhancements
- This version of Activate iOS is compatible with iOS 15. It can be used in fresh installs on devices running iOS 15, and it can also be used in existing devices - customers need to update the OS first then update the Activate application.
Defects Resolved
- Our Moneris integration was extensively reviewed to prevent the missing transactions issues reported by VIA/Aramark. This issue was caused primarily by network issues, and aggravated by mismatches between Activate and Monertis.
- This was resolved by reviewing the Offline Order logic in Activate, adding error handling when transactions go offline (through the ordering, payment and Connect Sync processes) and expanding the Embrace logs to record the Terminal ID from the payment device and the Moneris E355 Invoice Number that now records the Device Order UUID.
- Activate iOS now detects all card swipes correctly when running in ELO PayPoint AIO devices.
- Finalize Day printout includes the Server, Local and Vendor Totals.
- Activate iOS respects 'Allow Tab by Credit Card' flag from Permission Sets.
- Users are once again able to issue a next day refund in Activate iOS for Moneris.
- Activate iOS is correctly auto-syncing with the IPC RFID reader.
Activate iOS 7.20
Release Date: August 2, 2021
Fixed:
- Activate iOS no longer crashes on iPhones when users close out an order with an integrated payment on the Main Screen.
- preOrders now appear correctly on iOS tablets.
- Quick Checkout transactions on iPhone devices no longer crash the app.
- 'Scan Discount' button is no longer missing from the Discounts page at checkout.
- Issues while processing Fortress orders are now resolved.
- Users are able to complete transactions after applying a discount.
- Itemized Receipt now prints special instructions correctly.
- Transactions no longer get stuck in a traditional split state after accepting payment.
- Inventory view is displayed correctly on iPad Pro screen sizes.
- Multiple crashes were resolved in this release.
Limitations:
- Our Moneris integration still appears to have missing transactions between Activate iOS, the payment terminal and the Moneris platform. To help triage this issue, we have expanded the logging in our app - additional changes may be required to resolve the issue once we have triaged the data from the field.
Activate iOS 7.19
Release Date: March 18, 2021
Enhancements:
- Activate iOS will now remove all letters from the barcode when the SKIDATA button is used.
- Users can now see the Vendor Name on the Activate iOS. Venue Name and Terminal Name will now be available at the top of the Side Menu.
- Refunds are now handled correctly for Suites (Credit Account Management changes).
Fixed:
- Activate iOS now prompts users for split payment when order total exceeds Stadis account balance.
- PAR Restock orders created in Activate iOS update Suite PreOrders correctly.
- Activate iOS no longer crashes after a Split payment with Alvarado and credit card.
- Tax Exempt Suite Accounts orders are now properly submitted to Connect without tax.
- Activate iOS correctly removes alpha characters when scanning Barcode for Givex.
Limitations
- Activate iOS is currently displaying a crash on iPhones when users close out an order with an integrated payment on the Main Screen. As a work-around, users are advised to close out the check using Easy-Split (select More and then the payment methods).
Activate iOS 7.18
Release Date: Feb 19, 2021
Enhancements:
- Balance in Suites orders paid with Credit Accounts are now properly depleted after orders are processed.
- French translations were updated in Activate.
Fixed:
- Moneris PTS transactions are processed correctly when offline.
- Payments are no longer declined incorrectly in Suites orders with multiple stored cards.
- PreOrders in Suites are properly processed when using stored cards and/or additional fees from user-defined options.
Activate iOS 7.17.1
Release Date: January 26, 2021
Fixed:
- Moneris PTS transactions are processed correctly when offline.
- PreOrders in Suites are properly processed when using stored cards and/or additional fees from user-defined options.
Activate iOS 7.17
Release Date: January 5, 2021
Enhancements:
- Suites orders from the PreOrder Portal now support Custom Tenders, Fees, Item Prices and Tax Exempt Items.
- Suites accounts can now hold multiple credit cards on file.
- Suites admins can now create PARs for a suite account in order to restock it after an event (similar to a standsheet). This will auto-create a separate check to be billed to the account, utilizing the cards on file for that account.
Fixed:
- Login freeze issue fixed, allowing users to log into Activate seamlessly.
- Lava orders now show the correct tax, including after Split operations.
- Offline Limit alerts are now working correctly with Givex.
- Receipts no longer show unexpected characters in Bluetooth Star Printers.
- PreOrder receipts (Suites) show the expected account name again.
- Activate shows the last 4 digits in the cart when adding stored cards.
- Change is now showing correctly in the Thanks screen.
- Update functionality is restored - Activate asks users to update when a new version is available, and Activate will also show the success message after RBA is completed.
- Stadis transactions are properly processed.
- Cards swiped using Maktek readers work correctly.
Activate iOS 7.16
Release Date: November 16, 2020
Enhancements:
- Ability to utilize Custom Tenders and Fees on the Suites PreOrder portal.
- Suites accounts can now hold multiple credit cards on file.
- Suites now support Tax Exempt items on orders.
Fixed:
- Login freeze issue fixed, allowing users to log into Activate without issue.
- Lava orders are now showing correct tax, including after Split transactions.
- GiveX Offline Limit alerts are now working correctly.
- Receipts no longer show unexpected characters in Bluetooth Star Printers.
- Suites PreOrder receipts show the expected account name again.
- Activate shows the last 4 digits in the cart when adding stored cards to payment.
- Correct change fixed on the Thanks screen.
- RBA update functionality is restored - Activate asks users to update when a new version is available, and Activate will also show the success message after RBA is completed.
Activate iOS 7.15.1
Release Date: September 29, 2020
Enhancements:
- Users are warned that the reader will restart when they enable/disable the barcode scanner on the iSMP4 payment devices from the diagnostics page.
- Automated device updates are now available on the iSMP3 device.
- IMP352 - generally stamped just ISMP on the device.
- Swiper Info button is available on the Diagnostics page and will display the pin pad model, S/N, RBA Version, currently installed download package, and update status.
Fixed:
- Activate UI on iPhones no longer briefly displays swiper disconnection status during main menu credit card checkout flow.
- Application no longer crashes when accessing the printer settings.
- Addressed crash with Ingenico updater being triggered by Logout action.
- Auto updater will correctly handle when the cloud storage for packages is unavailable, and the user will not be prompted to update.
- Auto updates on the iPad MINI now correctly complete and show Update Successful notification.
- Cleared stored login now removes saved login accounts.
- Users can now log into a vendor with cached stored logins.
- Addressed iOS 14 UI issue for the vendor login and password fields.
- In easy split mode the "$" currency character is fully displayed in the UI.
- Credit cards are now saved when associating the payment tender to an open check.
Limitations
- Activate iOS 7.15.1 has not been fully tested against Apple's new iOS 14 software upgrade.
Activate iOS 7.15
Release Date: September 4, 2020
Enhancements:
- OS Compatibility
- Activate iOS has been tested with iOS 11.x, 12.x and 13.x
- Note: We strongly recommend you update your tablet or phone to 13.x, so that you can take advantage of best bluetooth stability and security offered by newer operating system releases.
- iSMP Device Updates
- When logging in or out, if there is a newer Ingenico pin pad build available for the vendor, the user will be prompted to allow an update to the device. Please refer to iSMP RBA Update Instructions.
- Device updates are available for the Ingenico iSMP4. Release 7.15.1 will support device updates for the Ingenico iSMP3.
- EMV for Restaurant
- Restaurant Mode vendors can now fully support EMV cards (chip or contactless), and can use EMV cards to split payments on a check.
- Offline mode handling has been improved and made consistent across the tablet and iPhone experience.
- EMV QuickChip
- Both Restaurant and Retail workflows have been upgraded to support EMV QuickChip. Customers will now be prompted to remove their card, while the reader continues with the authorization of the card.
- Offline Mode
- Offline Mode now works consistently for all order types and devices.
- When offline mode is set to ON or AUTO, adding items to cart or checking out will be allowed, as long as the total cart is under the offline limit.
- However, if the amount is over the offline limit, the server will be advised that this cannot be allowed while the POS is offline.
- And if offline mode is set to OFF, the server will be advised that the system appears to be offline, so they can attempt to correct the connection issue and try again, or switch to cash.
- Offline Mode now works consistently for all order types and devices.
Limitations:
- When the Ingenico pin pad has been updated to RBA 23.51.6, the combination of a 6th Generation iPad, with iOS 12.x may exhibit occasional undesired behavior. We strongly recommend that these tablets be updated to iOS 13.x, which has been verified as a stable combination.
- We have seen some models of Apple tablets do not handle reconnections cleanly during Ingenico pin pad updates, if the tablet is still running iOS 11.x OS. We strongly recommend that these tablets be updated to iOS 13.x, which has been verified as a stable combination. If the iOS is not updated, you may need to retry the update several times, or restart Activate and the pin pad after the update is finished.
- Device updates will not be available when running iOS 12.x, with a 6th Generation iPad, due to the unstable Bluetooth behavior of this combination. We strongly recommend that these tablets be updated to iOS 13.x, which has been verified as a stable combination.
- When network connection is unavailable, user cannot switch from Offline Mode = ON to Offline Mode = AUTO. Work-around is to switch from ON to OFF, before setting it to AUTO.
Activate iOS 7.14.1
Release Date: May 29, 2020
Fixed:
- Rounded order totals now display correctly on the main screen.
- Resolved crash issues upon login using iPad Pro on iOS v 13.4.1.
Activate iOS 7.14
Release Date: May 7, 2020
Enhancements:
- Improved the detection and repair of connections for Ingenico iSMP devices; the most improvement will be seen when using 5th Generation or older iPads.
- When the EMV credit card is removed early, or payment is declined, the server is now prompted to identify the issue.
- Improved tracking of refunds when using the FreedomPay gateway.
- Thank you screen now appears after a successful custom Refund.
- Added an error “This certificate has already been added to this order” when the same loaded ticket is attempted to be added to the same order.
- Ability to configure the Promo Code button in the Cash Checkout Flow so users don't have to manually type the Promo Code (Dependent on Connect v 10.21.0).
- Activate will now pass the last 4 digits and card type of a Suiteholders credit card to display on the final Event Order Report
Fixed:
- Orders using rounding with an EMV card payment no longer experience a decline on checkout.
- iPhone/iPad app is no longer crashing when adding a tip.
- The server is able to consistently open and close Checks with a magnetic-stripe read of a credit card.
- Server and Customer are prompted to swipe (not dip or tap) because full EMV support is not available for restaurant checks yet.
- Store-and-Forward (payments for Offline Mode) are now operating when using the iPhone app.
- The server is no longer prompted for the tip on an easy split if tips are disabled when using the iPhone app.
- Offline Refund is now correctly synced when the connection is established and no longer appears under the Declined tab.
- Fixed issue where the App was crashing when a Skidata transaction is made from the "Main Menu."
- Declined Givex Transactions are no longer adding invalid payment records to order.
- Orders completed with Loaded Ticket payment type are no longer re-opened and stay in completed status.
- Resolved crash related to logging out from employee PIN screen when using a shared account.
- Fees are no longer doubling on the iOS Receipts (Itemized and Voucher).
- Taxes are printed correctly from Connect when the user completes a transaction with Easy Split on a POS account.
- Skidata alpha character is trimmed for every transaction and balance check when the Trim Alpha Characters From Stored Value QR Codes is configured to YES in Connect > Settings > Venue
- Manager PIN no longer prompts when checking out with a credit card.
- Credit card payments correctly appear by brand and the sales no longer appear in the "Other " column within the Tender Type Report.
- Taxes are now reflecting correctly in the PDF Receipts generated within Connect.
- Resolved issue of Items not loading and appearing correctly in Retail Mode.
- Cash and Credit tender buttons are separated when Rounding Type is enabled.
- Resolved crashes resulting from users scrolling through items and utilizing the search functionality.
- Modifier names that have a large number of characters are now truncated to allow users to exit out of the modifier options screen.
- Clear Database button renders correctly within All Orders.
- Resolved an issue where the scrolling picker was not scrolling through the entire list when starting a tab with a suite account.
- Checks opened with a CC and then closed offline appear in the offline status order tab instead of the open tab on the All Orders screen.
Activate iOS: 7.13
Release Date: January 17, 2020
Features:
- Upgraded our supported firmware on FreedomPay Ingenico readers.
- Certified for FreedomPay on iSMP3 / iSMP4 with RBA 21 and 23.
- FreedomPay recommended RBA version is 23.0.10.
- Appetize preferred RBA version is 23.0.44.
- EMV contact and contactless credit payments are accepted by FreedomPay readers, for Checkout or Refund.
- EMV payments are ALLOWED for:
- Quick-Serve / POS-mode vendors
- Check / Restaurant-mode vendors paying with EMV only
- Quick-Checkout
- EMV payments are ALLOWED for:
- EMV credit payments for FreedomPay support:
- Swipe (MSR), Dip (chip/contact), Tap (chip/contactless), and Mobile Wallet (NFC) payments.
- Chip failures will fallback to MSR swipe if needed, and this will be recorded for security audit purposes.
- EMV cards must be inserted or scanned, not swiped.
- Offline mode (with offline limit) is respected, using Store&Forward.
- EMV chip rules are enforced for offline Approve, offline Decline, and verify for valid/lost/stolen card.
- EMV receipts
- If PIN Verify is required by card, no Signature appears on receipt.
- Signature always appears on receipt if required by EMV card.
- Upgraded EMV customer receipts to industry standard..
- EMV workflow impact
- Tip is selected before user is prompted to insert/swipe/tap card.
- Cash&Credit is now two separate buttons.
Limitations:
- Magstripe (MSR) contactless has been deprecated.
- EMV contactless takes its place.
- Magstripe (swiped) read is only possible for:
- Split payment (use of multiple MSR cards, or other tenders)
- Open Check with card
- Fallback from bad EMV chip read
- non-EMV credit/debit card
The following features are limited, but expected in the next upcoming release:
- EMV QuickChip and Read-Ahead are not yet supported - card must remain inserted for the full credit payment operation, and will only be prompted after the amount of cart is known.
- EMV split payments are not available
- When an EMV card is used, only a single “credit” card can be provided as tender on the order.
- Please use a single EMV card, or split using cash or other tenders.
- Checks / Restaurant workflow does not fully support EMV.
- Payment by EMV can only be made at checkout.
- Payment by EMV cannot be used to Open Check.
Enhancements:
- Improved the detection, messaging, and reversals for timeouts, disconnects, server-cancel, and customer-cancel, during processing of credit payments, on iPhone and iPad POS.
- Standardized payment/order tracking for gateway traceability.
Fixed:
- Corrected handling of Infinea Tab M swiper upon login - crashing.
- Corrected crash when House Payment applied.
- Eliminated extra prompt for payment on split credit QuickServe.
- Eliminated extra prompt for payment on non-EMV QuickServe.
Activate iOS 7.12.1
Release Date: December 9, 2019
New Features
- Added the ability to apply a discount to a check and keep it in Open status.
- Added the ability to change a Suite Name. There is a new ‘Update Suite’ button on the PreOrder Tab Actions page. The ‘Update Suite’ button allows attendants to pick another suite for the tab.
Fixes and Enhancements
- Fixed an issue that prevented users from opening checks.
- Fixed an issue where order totals were not calculated correctly.
- Fixed an issue where receipts did not display the correct order totals.
- Fixed an issue with Promo Codes where the discount amount did not display on receipts.
- Fixed an issue where credit card orders were declined when closing out a Suites House Account.
- Fixed an issue in the Void Order Report where the Admin PIN used to execute the refund was not listed.
- Fixed an issue where users could not return to the Main Menu after payments were canceled when Easy Split was used.
- Fixed an issue with Apple Pay transactions where the printed receipts did not include the tip and signature lines when printed in Restaurant mode.
Activate iOS 7.10
New Features
- Added Mastercard-specific required handling of SAF transactions when the Host is down.
- Added a user-friendly message which displays when the Verifone device initialization service is unavailable or returns an error. The message instructs users to try again later.
- Added the ‘Set Terminal Type’ option to the Diagnostics menu. Previously, users had to select whether the Verifone E355 terminal had a barcode scanner or not. If an incorrect selection was made, it could not be undone. Now users can select the ‘Set Terminal Type’ option to avoid this issue.
- Added a timestamp to the Moneris log.
- Implemented code to extract, zip, and export log files from Activate when the ‘Send Diagnostics’ button is pressed.
Note: Logs are available for seven days.Incorporated transaction logging between the iPhone and Verifone E355 device for Moneris customers.
Fixes and Enhancements
- Modified Activate to reference info.plist lookup tables instead of hardcoded values.
- Incorporated a more robust connection to the Verifone E355 to eliminate lost connections between devices.
- Updated multi-language support for various translations.
- Updated the static views (e.g., grille and liste).
- Updated the Cheque translation for all Interac transactions.
- Improved the iOS import strings for dynamic translations.
- Fixed an issue where information was missing on the Partial Refund email receipts.
- Fixed an issue where Refund transactions did not process correctly because of the Moneris host timeout.
- Fixed an issue where Activate crashed when brought to the foreground when trying to reconnect to a Verifone device.
Suites Updates
- Added a new Permissions Set option for tabs. The ‘Allow tab by suite’ option lets suite attendants start a tab with the suite number, suite account, and suiteholder information. This information is included in the Event Order Report.
To enable this option in Connect:
- Click Options > Permissions Sets.
- Click the Permissions Set you want to modify.
- Click the Tabs tab.
- Set the ‘Allow tab by suite’ option.
‣ Yes – The suite attendant can start a tab in Activate with the suite number, suite account, and suiteholder information.
‣ No – This option is not displayed in Activate.
Note: This option is disabled (set to No) by default. - Click Save.
- Added the ability to start a tab with a Guest account. This change is helpful for guests who don’t have an existing account.
Notes:
- Every suite has the option to choose ‘Guest’ as an account.
- A single suite can have multiple Guest account tabs open.
- After a Guest account is selected, the suite attendant can type in a name to identify the account.
- Added the ability to start multiple tabs with the same credit card within an account.
- Added an Event Selection screen. Now suite attendants can select an event before starting orders so that orders are associated with an event. This information is reflected in reports.
- Added a Tax Exempt option (Exempt button) that can be applied during checkout when using a stored credit card.
The Exempt button only displays when the ‘Allow Tax Exempt’ option is enabled on the shared Employee Role.To enable this option in Connect:- Click Options > Employee Roles.
- Click the shared Employee Role you want to modify.
- Click the Fee/Tip/Tax tab.
- Set the ‘Allow Tax Exempt’ option to Yes.
- Click Save Employee Role.
- Added the ability to apply a Custom Fee to a check and print a check while in Open status.
- Fixed an issue where the Total Fee amount from PreOrders was duplicated on the Orders page in Connect.
Other Activate Updates
- Fixed an issue where the Vendor Totals tab (All Orders > Options > Show Totals > Vendor Totals tab) did not display.
- Fixed an issue where Mastercard payments displayed as ‘Other’ in the Card Type field in Connect reports. Now Mastercard payments display as ‘Mastercard’ in reports. This issue only affected venues with BridgePay assigned as a Gateway.
Activate iOS 7.8
New Features
- Added an ‘Add Credit Card’ button to the Tab Actions page. Now users can add a credit card to an open tab, keep it open, and continue adding items to the tab.
- Added a new screen where users can start a tab with Suite (suite number), Account (suite account), and User (suiteholder) information.
Note: The ‘Allow tab by suite’ Permissions Set option must be enabled in Connect. - Added the ability for Suites Managers to remove an automatically applied Custom Fee from an order.
Notes:
- After users tap Closeout Check > Fees, the cart displays the fees applied to the order. Users can swipe left on the fee they want to remove and tap the Delete button.
- The ‘Is Manager’ option must be enabled in the Employee Role: Options > Employee Roles > Is Manager set to Yes.
- Added a ‘Complete Pending Orders’ button to the All Orders > Options screen. This change allows users to complete pending orders due to the Adjust Tip Timer and print Finalize Day.
Notes:
- If orders are in Pending Closed state with an Adjust Tip Timer, this button is enabled.
- If orders are in Pending Closed state and a tip is not entered, this button is disabled.
- When this button is enabled and selected, all Pending Orders that have an Adjust Tip Timer assigned are moved to Completed status (if they are successful).
- When this button is enabled and selected, all Pending Orders that do not have an Adjust Tip Timer assigned are not affected and remain in the Pending Orders state.
- This button does not affect KDS order status.
- Updated Custom Fee functionality. If Custom Fees have the ‘Apply automatically’ option enabled in Connect, the Custom Fees are automatically applied to orders created in Activate.
To enable this option in Connect:
- Click Options > Custom Fees.
- Click the Custom Fee you want to modify.
- Set the ‘Apply automatically’ option to Yes.
Notes:- This option is disabled (set to No) by default.
- Multiple fees can be applied.
- The Convenience Fee is ignored if the following options are both configured for an order:
‣ Custom Fee set to auto-apply
‣ Convenience Fee
Fixes and Enhancements
- Fixed an intermittent issue where PreOrders with a credit card attached were declined and went into offline state upon checkout in Activate.
- Fixed an issue where an item needed to be added to a PreOrder tab for it to close successfully.
- Fixed an issue where Automatically Applied Custom Fees disappeared from Suites orders.
- Fixed an issue where the ‘Is Clickable’ setting (Items > Items > Is Clickable option set to No) for Items was not respected.
- Fixed an issue where users were able to place orders while the Venue or Vendor Roles were closed, but all orders were declined.
- Fixed an issue where checks were declined when Loyalty Discounts and standard Discounts were applied to the same transaction.
- Fixed an issue where alcohol items displayed in Activate, even though the Alcohol option was disabled (Options > Vendor Roles > Alcohol set to No) on the vendor role.
- Fixed an issue where Activate crashed when using the Search bar and users were forced to log back into Activate.
- Fixed an issue where the terminal triggered multiple attempts in offline tabs sync.
- Fixed an issue where the Order Total amount was incorrect on printed receipts.
- Fixed an issue where customers could not change the Payment Type for declined orders.
- Fixed an issue where the Tax on Fees amount applied to Convenience Fees on orders was missing.
Activate iOS 7.6.20
- Added a Tab Refresh button on the Checks screen to ensure that all tabs contain the most current information.
Note: This option applies to Suites Module transactions and only displays if the Vendor Role has Suites Enabled (Options > Vendor Roles > select a Vendor Role > Suite Enabled set to Yes). - Added Custom Tender Voucher functionality to the Order screens. Custom Tender Vouchers include a merchant receipt and customer receipt where tip and signature can be added.
- Added Suite and Account name information to the Credit Card Vouchers and Custom Tender Vouchers.
- Added Permission Set options for Suites Custom Tender Vouchers.
‣ Options > Permission Sets > select a Permission Set > CT Voucher - Added an option for Custom Fees to be automatically applied in Activate.
This replaces the need for a convenience fee.To enable this option in Connect:- Click Options > Custom Fees.
- Click the Custom Fee you want to modify.
- Set the ‘Apply automatically’ option.
‣ Yes – Displays in Activate on every order assigned to the vendor.
‣ No – Displays on the Fee tab at checkout for users to manually apply. - Added the ability to assign the ‘Apply Before Discount’ flag to Custom Fees, so the custom fee is exempt from discounts.
To enable this option in Connect:
- Click Options > Custom Fees.
- Click the Custom Fee you want to modify.
- Set the ‘Apply Before Discount’ option to Yes.
- Changed how PreOrders are displayed. Now PreOrders will only display in the vendor shared account they are associated with.
- Added an auto-recognize feature, so when customers scan their wristbands to pay for transactions, a pop-up message displays which asks them if they want to redeem their Promoter Credit on the purchase.
‣ If Yes is selected – The credit is applied to the purchase and the credit information displays in reports.
‣ If No is selected – The credit is not applied to the purchase. The pop-up message continues to display on each subsequent transaction until the guest redeems the credit.
Note: This feature also works when offline. -
To enable this option in Connect:
- Click Options > Employee Roles.
- Click the Employee Role you want to modify.
- Click Payment.
- On the Payment page, make the following changes:
- Set the Wristband Promo Popup option to Yes.
- Add a message in the Wristband Promo Popup Message field.
- Fixed an issue in PreOrders where users were required to select a seat number to complete the payment of an order.
- Fixed an issue where the word NULL displayed in some PreOrder checks synced to Activate.
- Fixed an issue on receipts where the tax line did not include the tax amount applied to the convenience fee.
- Fixed an issue where payment information was deleted when the screen was rotated in old Split.
- Fixed an issue where Day Parts items do not function as expected.
- Fixed an issue where users were unable to complete cash transactions when the exact amount owed was selected.
- Fixed an issue where the Finalize Payment button did not display in Easy Split for all payment types.
- Fixed an issue where checks with discounts applied were declined and transactions could not be completed.
- Fixed an issue where the Givex payment option did not display.
Activate iOS 7.6.18
- Updated flow for closing credit card tabs. The new flow allows users to select a stored credit card for split payments and to add discounts and fees.
Example of the new flow:
- Log into Activate.
- Tap a food item.
- Tap Check.
- Tap Open with Credit Card.
- Swipe credit card.
- When ready to close the tab, tap Closeout Check.
- When the following prompt displays, tap Yes:
Are you sure you want to closeout the check? - When the following prompt displays, tap Yes:
Would you like to use your stored credit card? - Tap Stored Credit Card.
- Add the amount to be charged to the stored credit card.
Tap Remaining to charge the entire amount to the stored credit card. - Add tip and signature, and then click Done.
- Tap Checkout.
- Tap a receipt option.
Note: Easy Splits must be enabled to use this feature.To enable Easy Splits in Connect:- Options > Permissions Sets > Payments > Enable easy splits set to Yes.
- Added Suite Account and Suite Number information to PreOrder receipts.
- Fixed an issue where a discount was applied twice when the Discount button was tapped twice. Now a second tap will remove the discount from the order.
- Fixed an issue where the All category displayed the last subcategory that was selected instead of all categories.
- Fixed an issue where duplicate transactions occurred when Activate did not receive an acknowledgment from Connect after checkout.
- Added a new flow for closing out credit card tabs.
Now users can split payments without removing the stored card.
Note: Easy Splits must be enabled in Connect.
(Options > Permissions Sets > Payments > Enable Easy Splits set to Yes.) - Fixed an issue where the Givex button did not display on the Main Menu.
- Fixed an issue where the option to close a check with a stored payment method was not available.
- Fixed an issue where the Cart view size became smaller in landscape mode on iOS 7.2 and above.
- Fixed an issue where Activate crashed when users navigated to the Inventory page.
- Fixed an isolated issue where Activate crashed when switching from Discounts to Payments in Easy Split.
- Fixed an issue where Activate crashed when a user went to ‘Opened with Check’ and tried to pay with a check.
- Fixed an issue where multiple crashes occurred when users attempted to add items to the cart.
- Fixed an issue where Alvarado sales did not map to ticket sales in Finalize Day and did not display in Local Totals on the Finalize Day Report.
- Fixed an issue where the Checkout button displayed when was an outstanding balance.
- Fixed an issue in Easy Split where a pending amount displayed after the remaining balance had been added.
- Fixed an issue where users defined a check name when a check was opened and then were prompted to re-enter a check name after additional items were added to the check.
- Fixed an issue where seat information did not display on open checks.
- Fixed an issue where users selected a seat in the PreOrder Portal and then were prompted to re-select a seat.
- The Loyalty ID button moved from the More section to the Payments tab.
Now users can add the Loyalty ID and checkout without switching screens. - Added the ability to rename the checkout screen More button.
- Added Suites PreOrder sync functionality.
- Fixed an issue where the tab title disappeared when a user attempted to add a different payment method while in ‘Waiting for Payment’ status.
- Fixed an issue where stored credit card data was missing.
- Fixed an issue where Givex refunds were failing.
- Fixed an issue where the app crashed when a user selected the Inventory View.
- Fixed an issue where the Checkout button displayed when the Subtotal was not zero.
- Fixed an issue where Activate crashed when checking out with loaded SKIDATA.
- Fixed an issue where Thanks screen options displayed on the Menu screen after checking out.
- Fixed an issue where the entire bill amount was applied to a Givex card when a partial amount was selected in Easy Split.
- Fixed an issue where users were unable to sort some items using the drag and drop function.
- Activate will not crash when closing offline checks.
Fixed an issue where Activate could crash when attempting to close offline checks using the Freeway payment method.
Activate iOS 7.6.6
- Easy Split feature now available on iPod/iPhone.
Users can split payments between tenders, display discount buttons and fees, and utilize loyalty options.
Easy Split must be enabled in Connect: Permissions Set > Payments > Enable Easy Splits > Yes
Please contact your Client Success Manager or Appetize Support
(support@appetizeapp.com) for additional information. - Adjust Tip feature now available in Restaurant mode.
The new Adjust Tip feature is available when using Check/Tab. - Auto fee logic added to support Restaurant mode.
When threshold is set to zero the auto fee is applied to each check. - Logic added to prevent open checks with identical names.
When a check is created it cannot use the same guest name or table number as an existing open check. - Tax is now applied to the convenience fee.
Fixed an issue where tax was only applied to the subtotal, not to both convenience fee and subtotal. - Thank You screen updated to correct display issue.
Fixed an issue where the Change amount displayed improperly in portrait mode.
Activate iOS 7.6.1
New:
- Localization authorization alert for GeoTax purpose.
When Activate account is assigned to a Vendor who uses GeoTax option, the user will see a new alert message.
Changed:
- Stability enhancements while entering Inventory Count In on iPods and iPhones.
Fixed:
- Opening Finalize Day in offline mode – crash fixes.
- Issues when trying to close check with Add Tip / Close Check button on Orders screen.
- Applying item-level discounts with Loyalty Card.
- Lack of customer’s name displayed on checks opened with a name.
Activate iOS 7.5
New:
- New section added to Finalize Day view.
Currently, after opening Finalize Day from the left menu, there will be a section devoted to Custom Tenders that includes:
– Sales
– Fees
– Tips
– TaxesNote! The view will only be available, if it's enabled via Connect panel → Options → Permissions Sets → Finalize Day. - Skidata Loyalty Points can now be printed on the receipt after checkout.
You can turn the setting on/off via Connect → Options → Vendor Roles → Printing → "Print User Loyalty Points". After enabling this option for the Venue, the final receipt will show "Total Loyalty Points:" - with the total points that are returned from Connect.
- Manager is able to edit and access server checks (opened in Restaurant Mode) within the same Vendor.
- Custom Fee – apply automatically.
- Additional improvements to Restaurant mode include Custom Fees that can be now automatically applied to a check based on Vendor assignment or guest count.
- To enable/disable Custom Fees auto-apply, log in to Connect → Options → Custom fees → select one → open Details tab and switch “Apply automatically” to Yes.
- While using Table service, Custom Fee will be added to a check on the creation and can be removed (optionally) by a manager.
Changed:
- Under the hood improvements of Restaurant mode feature for better usability and maintenance.
Fixed:
- Assigning Loyalty Card error in Easy Split mode for member benefit users.
- Difficulties when printing iPods / iPhones cash receipts on a 2-inch Bluetooth printer.
- Table Service – issues with typing check names.
- General enhancements of Restaurant mode.
Activate iOS 7.4.3
New:
- Ability to configure two Skidata portals via Connect associated to one venue.
How it works? • My Venue holds two different events simultaneously • I need to set up two Skidata payments (i.e. Loaded Value and Direct Payment) for each event separately • With Connect, I create two events, then with Connect Integrations page I add two Skidata payments - each with a different event assigned • Then, when using Activate I can select the event type and pay
To set up Skidata with Connect, you need to: • Log into your Venue to Connect • Navigate to Venue Settings > Integrations > Skidata Payments • Click the blue Create button and fill in all fields • Select Event Type and Payment Type from dropdown • Change the status to ON = active and save your changes
Changed:
- Rounding operations for All Payment Types / for Cash Only.
– set rounding allowed payment type for the Vendor Role with Connect (Connect → Options → Vendor Role → General)
– make sure that Rounding feature is enabled for the whole Venue in Venue Settings via Connect
Case1: Set Rounding Allowed Payment Type to All Payment Types This setting means that Activate should apply rounding settings for every payment type (Cash, Credit, StoredValue, StoredTicket etc) Case2: Set Rounding Allowed Payment Type to Cash Only In this case, Activate will round for cash transactions only
- Sort Order – view changes.
2.1 Item sort order will now be presented on Activate in the same manner as they are set on Connect. Note: Sort Order can be managed via Connect from Connect → Options → Category Groups. 2.2 Additionally, users can now drag Menu items icons on Activate level and place them when they want to. This option can be enabled with Connect → Options → Permissions Sets → Main View → Drag Items = Yes.
Fixed:
- All-in-one cash drawer doesn’t open when Auto Print is disabled with Connect.
- Opening new tab orders on iPods causing errors.
- Adding tip with a different tender in offline mode.
- Finalize Day: Server’s Items Sold count.
Activate iOS 7.4.2
Fixed:
- Showing incorrect error message “Card Expiration Date Invalid” when trying to finalize transactions with CC on iPads.
Activate iOS 7.4.1
Fixed:
- Duplicate orders being displayed when checkout requests time out.
- Cash/Credit button on seat required Venues crashes.
Activate iOS 7.4
New:
- Devices equipped with Activate iOS (v.7.4) will now be sending the unique device ID to Connect. The ID will be visible in Activate’s Diagnostics page.
Changed:
- Restaurant mode fixes when adding items to a seat.
- Activate -> “All Orders” view – bugfixes.
- Left menu -> Diagnostics page: fixed illegibility of information presented to a user when using the app in landscape view.
- Accessing the “Finalize Day” page when the device is offline.
- Ability to close the modifier window on iPods.
- Bug fixes and performance improvements.
New:
Adjust tip for check orders.
How can I use the Adjust Tip feature?
You open a check order and add a tip when finalizing the transaction with a Credit Card.
Later, you notice that you’ve added the wrong tip and want to change its amount.
With Adjust Tip feature, you can adjust the tip amount on a check
What do I need to know first?
– Adjust Tip works only on Check Orders
– The feature is available for payments finalized with Credit Card, in online mode only
What Connect configuration steps are required first?
To read more about Connect setup, look up release notes for Connect 10.17.2 (point 4).
How does it work on Activate?
– download the newest Activate version (7.3.1)
– change the Employee Role settings with Connect, to enable the Adjust Tip feature
– log in to Activate
– create a new check order, add some items, close out the check and select payment method (in this case, that’s CC)
– swipe the card ( or use manual entry)
– select tip and tap “Continue”
– then, you can tap the “Edit tip” green button to change the previously added amount
– as a result, your previous Tip is changed
Note! If you are logged in 2 devices on shared account and tap "Logout", all tips will be finalized. After this action, there will be no more time to adjust the tips and orders will be immediately sent to Connect.
Changed:
1. Offline Mode enhancements:
– users can now use Custom Tender payment method in Offline Mode
Fixed:
- Finalizing tab orders – issues with card authorization.
- Adding tip to order on Split Check view – fixes.
New:
- Improvements in the Restaurant module (Table Service) functionality.
Fixed:
- Issues when trying to process Visa and MasterCard payments with Apple Pay on the Ingenico iSMP device paired with Activate.
- Sort order (alphabetical) for items not working properly.
New:
- Ability to configure two Skidata portals via Connect associated to one venue.
How it works? My Venue holds two different events simultaneously. I need to set up two Skidata payments (i.e. Loaded Value and Direct Payment) for each event separately. On Connect, I create two events, then with Connect Integrations page I add two Skidata payments - each with a different event assigned. Then, when using Activate I can select the event type and pay.
To set up Skidata, you need to: - log into your Venue to Connect - navigate to Settings > Integrations > Skidata Payments - click the blue Create button and fill in all fields - select Event Type and Payment Type from dropdown - change the status to ON = active - save your changes
Changed:
- Givex payments in offline mode.
Connect: - log into your Connect Venue and - navigate to Options and select the correct Employee Role - open Payments tab - make sure that Givex payment is enabled - switch the toggle "Can accept offline Givex" to Yes - save your changes Activate: - When the setting is Yes, then you can accept Givex payments offline.
Max Givex Transaction Threshold Note! Activate will only accept offline transactions when the value of the transaction is less than the Givex threshold setting. - in Employee Role > Payments tab there's an input "Max Givex Transaction Threshold" - when you enter there i.e $30, and set "Can accept offline Givex" to Yes, Activate would only accept offline Givex transactions within a maximum amount of $30.
Fixed:
- Issues with capturing tip and signature for single transaction orders.
News:
- STADIS – loaded value payment is now supported on new All-in-One PayPoint devices.
New:
- Inventory Count items are displayed using the sales unit so that they match the unit used to record and save count values.
- Custom Tender:
– if Custom Tender payment method is enabled for an Activate account, it is possible to add tips when order is being checked out
New:
-
Restaurants
– The brand new Restaurants module setup is now ready to be used
What does the new feature offer?
– Restaurant is a module that allows for comfortable restaurants management
– the service lets restaurant owners configure their restaurant’s interiors (dining area, tables, menus)
– once the setup is ready, restaurant keepers can easily mirror their restaurant arrangement, manage tables and introduce simple ordering and payment processing on their devices equipped with Activate iOS 7.0
Restaurants offer you immense improvement in everyday restaurant operations such as:
– overall organization
– dining room layout
– ordering process
– avoiding confusion with seats/tables management
– delivering orders to the right tables/seats
Restaurants module needs to be turned on for each Venue individually. This can be done upon individuals’ requests. For more information reach out to Appetize crew/contact support.
Fixed:
- Issues when canceling and reopening the same check order.
- Problems with split checks – when a check has been split more than once – it could not be reopened.
- Performance issues when numerous seats are added to the same layout in Restaurants mode.
- Wrong image size displayed on open price item types.
New:
1. CHECK SYNCING
General:
Check syncing and Order syncing allows us to open checks and create orders on one Activate device and edit them on another device.
Check & Orders sync would work for devices within the same Vendor and connected to the same WiFi network.
Example:
I open a check order at workstation A, another user that operates at workstation B that is 10 metres away from me can access the same check order on a different device. Sharing the check allows (among other things) to close the check, update seats, add tip, edit order, add or delete items on two or more devices simultaneously.
Must know:
- Check & Order sync would work for a single platform – so only on iOS devices. This means that currently, we do not support cross-platform sync between Android and iOS devices.
- Users who want to sync any checks/orders must be logged in to Activate with the same account, operating for the same Vendor
- Devices must have the same version of Activate iOS installed
- Sync works for both: POS and REST modes. However, most frequently it will be used in REST mode
- Check(s) created on one device is visible on another within the same Vendor and one WiFi network
- Check is visible only within the same account
- Check / Orders sync is available in two Activate modes: online & offline. Offline orders are synced once the internet connection is back – without an internet connection, syncing will not work
Connect setup:
1. Enable Check Syncing globally for the Venue using admin settings, or by request
2. Make sure that Check / Tab orders is enabled for the correct Employee Role assigned to your Activate account.
Connect → Options → Employee Role → choose your Employe Role → Payments Tab = YES
3. Additionally, there is a permission set added to Connect related to Check Syncing functionality: Connect → Options → Permissions Sets → Check Orders View
permission: Allow Single Check Access override (Yes/No)
Behavior in online mode:
The main functionality is to inform other employees that a check they want to open is being accessed on another terminal.
- If YES, PIN confirmation is not required when accessing a check that is opened on another terminal
- If NO, PIN confirmation is required when accessing a check that is opened on another terminal
Behavior in offline mode:
(we don’t know if a check is open since we are offline)
- Another employee tries to access a check which is marked as open on another terminal.
- Permission YES: “Your device is offline. The last time it was online this check was being edited, are you sure you want to continue?” YES/NO
- Permission NO: “Your device is offline. The last time it was online this check was being edited, to access it an admin pin is required.”
Manager: “Your device is offline. The last time it was online this check was being edited, are you sure you want to continue?” choose: YES/NO - Another employee tries to access a check which is NOT marked as open on another terminal. Every time that employee would see: “Your device is offline, are you sure you want to continue? Changes to this check will sync when the device is back online.” choose: YES/NO
Syncing orders – flow:
REGULAR ORDERS:
Online Orders
- Open Activate on device no.1 using your account credentials.
-
Add some items to the cart and choose the desired payment type.
Note! Order syncing would work for all payment types. - Tap “Next” until the Thanks screen is shown.
- At the same time, the user who has the app opened on the second device (with the same account credentials) can see the order in “All Orders” Tab that shows up for a second in “Offline” and then goes to “Completed”.
- In the case of regular Orders, there is no possibility of modification. You can only look them up on another device as “Completed” and Refund them.
Offline Orders
- Open Activate on device no.1 using your credentials.
- Offline mode = ON, there are some network issues. Still, I’m creating an order with some items and paying with i.e. cash
- When checking the status of this order on device no.2 it won’t be shown anywhere, as the WiFi connection is lost, so the devices do not communicate
- Network is back, offline mode = OFF, my order on device no.1 goes to “Completed”, at the same time device no.2 shows the flash of this order in “Offline” and then in “Completed
CHECK ORDERS:
Open Activate on device no.1 using your credentials and:
- Add some items to the cart and tap “Check” to open a new Check order.
- Open the check with a name or with Credit Card
- Log into Activate on the second device using the same account
- Open Left Menu → All Orders → Opened Checks
- There you can see the Check that was opened on device no.1
- Choose the check you want to edit and tap “Add Tip / Close Order”
Available actions for Check Orders:
- Return to Menu
→ allows adding other items to the cart
→ when items are added, tap again “Check”
→ choose the Check that you want to update from the list “Open Checks”
→ confirm the alert “Add an item to Tab?”
→ you can Return to Menu again, cancel the check or close the check order - Closeout Check
→ tap to Close the Check order
→ confirm the alert “Are you sure you want to closeout check?”
→ tap “Add Tip” (if available) and tap “Continue”
→ tapping “YES” changes the check status to “Closed” on both devices and redirects you to the main menu
→ tapping “NO” just cancels the action - Cancel Check
→ tap to cancel the Check order
→ confirm the alert “Are you sure you want to cancel check?”
→ the check is canceled, the transaction is not finalized - Print Order
→ tap to print the current order
→ the check will not be closed - Delete items from Check order
→ open the Check on device no.1
→ access the Check on device no.2 from “Check Orders” or “All Orders” view
→ reach “Opened Checks” or “Offline” checks
→ tap to open the Check
→ choose “Add Tip/Close Check” button
→ you see items added to the cart, tap the red “Delete” button to get rid of some items added by the user on device no.1 - Offline → Online mode sync
→ open the Check on device no.1 (WiFi is off)
→ WiFi is back, Activate is in online mode
→ open the Check on device no.2 from “Check Orders” or “All Orders” view
→ the Checks that were opened in offline mode on device no.1 are visible on device no.2 as “Opened Checks” in “All Orders” view - Access “Connected Devices”
→ add some items to the cart
→ open the Check
→ in the top-right corner of the screen tap “Connected Devices” button
→ you’ll see how many devices are you connected to for Check Syncing feature as well as your IP address
2. SPLIT CHECK
What is Split Check?
- Split check allows users to divide purchased items into separate orders
- This feature works only for accounts and devices that have Check Syncing enabled
- How does it work? Read the story below:
3 people (Joe, Bob, and Nick) are sitting at one table. On Activate, some items (coke, Fanta, French Fries, Burger) are already ordered. They are placed on one check opened by Joe. Bob, or Nick decide to leave. They want to have separate orders. Cashier opens Activate and checks their order. He can split the original check made by Joe in three separate orders. Orders are split by item. So, for instance, Joe takes his order for coke, Bob for Burger, and Nick pays separately for French Fries. Additional information: → Split Check is available in POS (Point Of Sale) and REST (Restaurant) modes → It is possible to split checks in Offline and Online modes → Split Check works only for Venues that have Check Syncing enabled
Activate – Split Check Basic Flow
Note! You need to have a version with Check Sync, so minimum Activate Android 2.10.0
- Open Activate
- Add some items to the cart and tap the “Check” button
- Open the check with name / Credit Card
- If a split check is enabled for the Vendor, you’ll be able to tap the Split Check button located at the bottom of the screen
- Tap Split Check button
- You will see that a new check is added. Its name is changed. So e.g. I’ve opened the main check (aka. parent check) with the name “Joe” and subsequent checks will be named ad “Joe1” “Joe2” etc. You can change the check name. Just tap on the new check (in the name field) and edit it.
- If you have already two split checks, you can add another – third check. Hit the + button to add more splits
- Click on items shown on the first opened check (parent check). Then, move the selected item to another Check
- When you’ve finished splitting items, click the green CONFIRM button at the bottom of the screen
- Select printing options (print all checks: No/Yes)
- Your checks go to the “Open” tab
- As you can see, the check is split. It’s no longer displayed as a single check.
- Tap individual check to edit it: add some more items, edit items in cart, closeout the check, print
- If you want it to closeout check – tap on the correct name, tap closeout check, confirm with OK and select payment method
- After that, you can go back and closeout other checks that were split
Note! You cannot closeout a check that doesn’t have items on it.
Note! If you’re adding the same item to the cart e.g. 5 times you need to tap the “Breakout” button in the cart with items on Activate menu view. This will allow you to divide the items into separate checks.
Check Printing
- When you are on Split Check view and you tap the green Confirm button, you would see the message “Do you want to print all checks? No/Yes”
- If you choose Yes, all checks will be printed. Then, the user moves to check view
- If No, checks won’t be printed. You can still print them out from Activate > Left Menu > All Orders View / Checks View
Connect Setup:
To setup Split Check for the Vendor, you need to:
a) Have Check Syncing enabled for the Venue using admin settings, or by request
b) Enable Split Check for Vendor Role
- Navigate to Connect > Options > Vendor Roles and select the correct one
- Click to edit Vendor Role
- Change “Enable Split Checks” to YES
- Save your changes
c) Enable Split Checks for Employee Role
- Navigate to Connect > Options > Employee Roles and select the correct one
- Click to edit Employee Role
- Find “Enable Split Checks” toggle under “General” Tab
- Change “Enable Split Checks” to Enabled
- Save your changes
Changed:
- Added support for charging taxes to a convenience fee. See Connect 10.13 release notes for more information on how to set this up.
Fixed:
- Check orders crashes.
- Issues with adding discounts & their limits.
Fixed:
- Magtek swipers support – bugfixes.
- Pre-checkout seat selection button faulty behavior.
- Problems with refreshing Activate when logging in.
- Add tip with a different tender – missing button when trying to closeout check order.
- Crashes (under the hood issues with database).