Activate Android Archive

Fixed:

1. Activate Android will now respect CBORD meal equivalency plans.

• Scale Integration
• Print button for timekeeping receipts
• Cash drawer opens on refunds only for cash transactions
• Require PIN for removing items from cart

• CC payment changes
• Pending and Completed order count on Finalize Day print

• Scale integration
  
  • After attaching a scale to the device you can get the weight of items automatically, instead of manually entering it.
    
  • Additionally, tare weight can be assigned to each item. Its value is later removed from the value of weighed items. This is useful when you do not want customers to be charged for the weight of containers. 
• Print button for timekeeping receipts 
  
  • With the timekeeping (Humanity) module enabled, employees can clock in and clock out on the Activate terminal. When an employee clocks out, Activate displays the amount of the time they have worked. After the new button has been added, it is possible to print that information on receipt.
• Cash drawer opens on refunds only for cash transactions
  
  • We added new permission set in Permissions Sets > Cash drawer section called “Open cash drawer on refunds only for cash transactions”.
    
    • When enabled (set to Yes) cash drawer opens after a cash transaction.
      
    • No means that the cash drawer opens for any transaction.
• Require PIN for removing items from cart. 
  
  • When set to Yes in Connect > Options > Permissions Sets > Main View, Activate requires Admin PIN to remove an item from a cart or clear cart. It applies only to the main view, not check the view.

Changed:

• CC payment changes
  • Disable Signature if CVM is PIN
    If the credit card is verified via PIN, a signature is not required.
    When Digital signature = Yes and CC verification is done via PIN, Activate does not prompt the user to sign on the screen.
    When Digital signature = No and CC verification is done via PIN, on CC voucher there is a message “Verified by PIN” and no place for signature.
  • Currency and Auth Code is displayed on receipts and CC vouchers by default now. 
• Pending and Completed order count on Finalize Day print 
  
  • On Finalize Day receipt except for Total Orders count (count of all of the orders), there are added new ones for Pending, Completed and Offline orders.
• Calculation fixes
• UI improvements – increased font size

Activate Android 2.9.7
Release Date: April 27, 2017

NEW
  1. MONERIS
  1.1 MONERIS IN POS MODE 
  1.2 MONERIS IN REST MODE
  1.3 “Cancel” Moneris transaction button
FIXED

NEW: [ps2id id=’NEDDDS’ target=”/]

Green – if Moneris terminal is pairedb) Check orders added

Split Tender is disabled for the account Only then, the “Check” tender will be visible on Activate

– then, when items are added to the cart tap “Check”

– then select “Open with Credit Card” (i.e for swipe)–  if you tap the second button “Open with CC – Manual Entry” – terminal should initialize the manual entry

– Since there might be situations – like terminal not responding we show “Cancel” button after 10-15seconds that cancels the transaction so that we’re not stuck with spinner blocking our UI

– Additionally, a message reminding users to press the physical red button on a paired terminal shows up.

FIXED: [ps2id id=’fkfm3′ target=”/]

1. Updating Activate UI with correct currency.
So, if Canadian symbols are needed, the displayed payments will show C$.
2. Moneris Refunds.
3. Issues with wizard items. 

1. Cash drawer fixes (issues with opening). 
2. Givex Payment – All Orders View & printouts. 
3. Inventory – Count In fixes.

1. Tax per Item
   1.1 General Information 
   1.2 Sample Cases 
         1. One taxable item, tax type: Inclusive
         2. One taxable item, tax type: Exclusive (Percentage)
         3. One taxable item, tax type: Exclusive, tax value: Flat
         4. One taxable item + multiple exclusive tax rates
         5. Two taxable items
         6. Price Threshold 
         7. Tax per Item & Discounts 

1. Tax per Item [ps2id id=’km1mk1′ target=”/]
   1.1 GENERAL INFORMATION: [ps2id id=’ginf11′ target=”/]
   -> a brand new possibility that allows adding customized Tax per individual item(s)
   -> available Taxes per Item:
            Type: inclusive, exclusive
            Value: flat, percentage 
   -> you can add more than one Tax per Item (called “Tax Rates” via Connect), but they need to be of the same type, so i.e. it’s fine to add 2 “Inclusive” Tax Rates. Adding Inclusive & Exclusive Tax Rates would result in a failure
   -> you can mix flat & percentage Tax Values
   -> Tax per Item is always applied to individual item prices 
   -> you do the settings steps via Connect and then this info is sent to Activate where you can see the correctly calculated Taxes
   -> for more info on Connect configuration steps – go here and click “Tax per Item – Detailed Settings”
   Note! When ‘Tax per item’ is enabled on a Venue, Activate versions that are not supporting “Tax per Item” will not be working properly in terms of calculating taxes. Tax will be always 0. 1.2 SAMPLE CASES: [ps2id id=’sample11′ target=”/]
   Have a look at below sample Tax per Item scenarios to find out more about Tax per Item.1. One taxable item, tax type: Inclusive [ps2id id=’skm11′ target=”/]
   -> the Tax Rate is assigned to my item (Items -> Taxes -> Assign Tax Rate) 
   -> item subtotal = $1.50 (this is the price with 10% inclusive tax added) 
   Activate:
   -> add the item to the cart
   -> the displayed Total  = $1.50. It includes an Inclusive tax that is hidden in item’s price. So clients don’t see it.
   -> Tax = Inclusive means that you will not see the amount of tax on Activate
   -> you can see the precise Tax amount when order is completed on Connect / Reports
   here – that’s an excerpt from Reports > End of Show > Category Sales
   -> Inclusive tax amount is also visible on Orders page in Connect2. One taxable item, tax type: Exclusive (Percentage) [ps2id id=’kmj1j1′ target=”/]
   -> the Tax Rate is assigned to my item (Items -> Taxes -> Assign Tax Rate)
   -> item subtotal = $2.00
   Activate:
   -> add the item to the cart
   -> the displayed subtotal  = $2.00
   -> the displayed total  = $2.20 (includes exclusive tax that is visible in “TAX” field)
   3. One taxable item, tax type: Exclusive, tax value: Flat [ps2id id=’km1kk11csd’ target=”/]
   -> the Tax Rate is assigned to my item (Items -> Taxes -> Assign Tax Rate)
   -> item subtotal = $2.00
   
   Activate:
   -> add the item to the cart
   -> the displayed subtotal  = $2.00 
   -> the displayed total  = $2.01 (includes exclusive flat tax that is visible in “TAX” field)
   -> flat tax = always a constant $ amount
   4. One taxable item + multiple exclusive tax rates [ps2id id=’ppl111′ target=”/]
   -> Tax Rates are assigned to my item (Items -> Taxes -> Assign Tax Rate) 
   -> item subtotal = $2.00
   Activate:
   -> add the item to the cart
   -> the displayed subtotal  = $2.00 
   -> the displayed total  = $2.51 (includes 3 exclusive Tax Rates visible in “TAX” field)
   How is it calculated?
   Tax per Item is always applied to subtotal. So the final Total is a sum of:
   – flat tax ($0.01)
   – percantage * subtotal ($2 * 10% = $0.20)
   – percentage * subtotal ($2 * 15% = $0.30)
   Final Tax per Item = $0.51
   TOTAL = Subtotal ($2.00) + Tax Per Item ($0.51) = $2.51
   
   5. Two taxable items [ps2id id=’km11ppll’ target=”/]
   Connect:
   -> first item ($2.00) has 10% exclusive tax
   -> second item ($2.50) has 15% exclusive tax
   Activate:
   How is it calculated? 
   Tax per Item is always applied to subtotal. So the final Total is a sum of:
   – subtotal
   – Tax Rate 1: $2.00 * 10% = $0.20
   – Tax Rate 2: $2.50 * 15% = $ 0.375 rounded up to $0.38
   – final Tax = $0.58
   – TOTAL = $4.50 + $0.58 = 5.08 6. Price Threshold [ps2id id=’pthres11′ target=”/]
   When creating Tax Rates in Connect > Options, you can set Threshold Logic and Threshold value. 
   There’re 2 Threshold Logic types to choose from: Not Set or Full
   Say that you choose logic = Full and you set Threshold value to 5. This would mean, that the item that costs less than $5 will not be taxable.Connect > Options > Tax Rates
   So, the above Tax Rate setting would cause that items that cost less than $5 will not be taxed. 7. Tax per Item & Discounts [ps2id id=’lpaod’ target=”/]
   There is a new flag in Connect > Options > Discounts.
   When adding new discount to item it is possible to mark it as Taxable (Yes/No). But what it means?
   Say that you apply Discount (taxable = YES) to your item that has Tax per Item active. When applying discount via Activate, you’ll see that the final Tax per Item amount will be calculated from the price of an item after adding the discount.If the applied Discount is non-taxable, the final Tax per Item value will be calculated based on the initial item price (before discount).Example: 
   Tax Rate = Exclusive (15%) 
   Discount = 10% – is taxable 
   item subtotal = $2.50Step1 – I add my item to the cart. Tax per Item (15%) is calculated.
   Step2 – I tap “More” button and go to Discounts. I decide to choose “Is Taxable 10%” discount. As you can see, the subtotal changes to $2.25 as discount is applied to item’s raw price (so that’s $2.50 * 10%).
   Step3 – I want to pay for my item, so I go to tab “Payments”. There you can see that the item’s price has been updated. Tax per Item is being calculated once again. 
   Remember, that our setting of discount was “is taxable”. This implies that Tax is calculated based on the price of an item after adding discount.
   So, we’ve got our $2.50 item that costs $2.25 after discount.
   Now, we’ve got 15% Tax per Item that is applied to $2.25 ($2.25 * 0.15 = $0.34). And now we’ve got our new Total that is a sum of $2.25 + $0.34 tax.Fixed: [ps2id id=’kmkq1′ target=”/]1. Checkout button that was missing in some cases is now fixed. 
   2. Tax per Item issues. 

New

1. Moneris Payment.
   GENERAL: [ps2id id=’kd’ target=”/]
   -> Activate Android supports Moneris in Easy Split mode  in POS (Point of Sale) only
   -> The gateway supports cards such as Visa, MasterCard, Diners.
   -> Moneris is like any other CC payment, but it can only be used when the device (iPad / tablet / ELO) is paired with a special iCMP Ingenico terminal.
   -> On Android side you need a device (Samsung)  paired with iCMP vendor. If terminal IDs needed – they are the serial numbers of swipers (e.g. I6016359)
   -> Payment interface when Moneris is active for Activate account is a bit changed now. Credit Card payment method is separated from the Cash button.
   -> lack of digital signature confirmation screen 

   ---

   CONFIGURATION (Basic Steps):  [ps2id id=’conf1′ target=”/]
   a) pair iCMP paypad via bluetooth with your device( remove all previously paired devices from iCMP itself)
   
   b) Database – set up the payment gateway in gateway_credentials table for your Venue 

   ---

   2. PAYMENT FLOW – Easy Split modea) Payment Flow, POS account, Easy Split = YESAdd some items to the cart and tap the “More” button. This will allow to proceed with Moneris payment.Then, tap “Credit Card” button Note! Adding TIP for Moneris is not supported yet, but when it will be – adding tip window will show up BEFORE adding payment.Next, choose either “Manual Entry” or “Finalize Payment” button.
   When choosing Manual Entry, the user is no longer asked to type the CC number using Activate number field. Now all payment steps are done on a paired iCMP device. Using the paypad enter the CC number and then, expiry date. The correct format of expiry date is MMYY (M=month, Y=year). YYMM would be declined.When choosing Finalize Payment user is prompted to swipe/tap the card using iCMP.! SIGNATURE: For Moneris signature confirmation screen has been removed.Additionally, since Moneris payments will operate only using iCMP terminal, there will be 2 new screens that would indicate whether the terminal is connected and you can finalize the transaction. If the terminal is disconnected, there will be no possibility to go on with the payment.below – sample “Terminal connected” screen
   3. POSpad error tab [ps2id id=’posp1′ target=”/]New tab added in “All Orders” view.
   
   POSPad error tab is a place where all sorts of faulty transactions go. So those that were declined, the card number was invalid, expiry date was “partly true” and you know…all the possible wrong scenarios. In case when something goes wrong, there comes the rescue “Repair” button.
   “Repair” button is placed next to the wrong transaction and it functions in a very similar way to “Refund”. So it tries to refresh, restore or re-checkout the payment again.
   
   When “Repair” is tapped, you’ll be asked again to swipe/tap/enter manually your CC number on iCMP. Then, the external device would show the alert message like “Purchase correction”. If the purchase correction is not successful, then the iCMP would show “Refund”. Once again, refund needs to be confirmed by swiping/tapping/entering CC number on iCMP.

Fixed: [ps2id id=’fix1′ target=”/]

1. Age verification alerts visibility.
2. Fabric crashes hotfix.
3. Inventory counts view fix.

New

1. Liquor Control System (LCS) As the name suggests, the liquor control system allows to identify the type of alcohol (brand) that is being sold via Activate app, as well as to pour the desired amount of alco beverage.

   
   (Activate) Preconditions – what needs to be done so that LCS works:
   – LCS configured and connected to device

Basic workflow: 

– Bartender selects alcohol and chooses proper amount on LCS (there are four modes to choose from: p1, p2, p3, p4)

– When bottle is inserted into LCS’ head, the bottle needs to be turned into pouring position. Then, the properly configured device starts sending data in LCS specific format

– If the measured type of beverage is found on alcohol items list (provided by external clients/services?), it is automatically added to the cart

– LCS allows to pour the selected amount

– Bartender pours one measure of alcohol to a cup and sets aside the bottle.IMPORTANT! Bartenders should quickly set aside the bottle if they don’t want to pour another drink. Always double-check the amount of items in the cart before proceeding to checkout

– If the measured alcohol does not match any of the alcohols from the list – Activate displays error messageConnect settings:

– to match the measured alcohol with an item set via Connect, we need to have the special (PLU) numbers.

e.g. item: “Ketel One” Size        PLU 1 -            5001 2-             4001 3-             6001 4-             7001

probably: for the item size 1 – the prefix “5” is used, for size 2 – prefix “4”, for size 3 – prefix “6”, size 4- prefix “7”.– For LCS to work correctly, the special Lcs codes need to be set per item via Connect

– There is a new field Codes on Items to enter the expected value. This will allow to link the Lcs item with Connect 

pic.1 Connect -> Items -> choose the item -> Codes -> click the “Add Code” button pic.2 Add external code -> and SaveResult: The code is created. What are the possible actions?:

a)  you can edit the value for “Code” -> so the name, but Type cannot be edited

b) delete the code

Note!
Single alco item cannot have more than one LCS code assigned.
So, if you want to sell 3 different alco items with different volumes, e.g, (40ml, 100ml, 150ml), you need to create 3 items – each with a different PLU number.example: 

Activate Android 2.9.2
Release Date: February 20, 2017

NEW

1. Clear Cache button added.
   
   -> Currently on Activate’s main screen, there’s a new button “Clear Cache”.
   -> If stored login is available, you tap “Clear Cache” button, it will remove the previously stored login data and also the downloaded items
   -> The green button (“Login with XYZ”) disappears when “Clear cache” tapped
   -> Effectively the button should act as an emergency button. Normally when we have the login button saved, and we login using the text field (but for the same user), we do not download all items, only the ones changed from last download. So the only way to have the app download all the items (if something went wrong) would be to use “Clear cache” button
   -> Thanks to the button, downloading items is much faster. Until you tap “Clear cache” button, each attempt to download all items takes up to 1 min
2. Downloading items optimization. 
   -> Now, when user logs into Activate for 2nd time (and subsequent logins), only changed items are fetched.
   -> The app works much faster as the already existing items are not downloaded over and over again every 5 minutes.
3.  TimeClock – Only Mode.
   GENERAL:
   -> Only Mode is a new Time Management feature available for shared accounts only.
   -> When in this mode, Activate is used only for TimeClock management. Making orders is closed.
   -> Employee accounts need to be created, have the same Vendor Role assigned (with shared accounts enabled)
   CONNECT – PRECONDITIONS:
   Employee Role > General
   
   When Time Clock Only Mode = YES see what happens using the below screens:a) Log into Activate using the first employee account credentials (login + admin PIN)
   b) Result = employee can tap Clock In => Clocked In
   

c) If you want to Clock In with other Employee, tap “Back to PIN” button.d) Then, PIN view is shown again. There, you need to type another shared employee account’s pin (! this time it is not admin PIN).


e) Result => another Employee is logged in and can start clocking in

f)  If you want the next Employee to Clock In – tap “Back to PIN” and repeat the steps (c-d). 

1. CHANGED1. Refunding items – improvements.
   GENERAL:
   -> When you refund a single item (one by one) in order datails view, the exclusive tax or fee is being refunded too.
   -> Now, everything is clearly visible in the app and on the printed receipt.See the below screen with implemented changes.
   FIXED:

1. Elo terminals improvements. Since Elo terminals got really slow when accessing all orders screen, we’ve introduces a solution. The date filter available on all orders screen is by default set to the current date, which makes browsing through orders much quicker.
2. Custom Tender – decimals allowed.

STEP2: Set Permissions. Go to Main Menu>Options>Permission Sets>Menu.Timeclock needs to be set to YES. It enables Time Management in Activate.Note!! For Venues that do not use Timeclock, it’s important to set the Timeclock to “No”. Otherwise, some errors and problems with logging in might occur on Activate. The other two permissions, do not need to be enabled for the correct Timeclock functioning, but may also change important settings:

• Allow POS off clock – enables the employee to log into the Activate account without Clocking In
• Allow POS ON break – enables the employee to log into the Activate account while on Break is switched on

STEP3: Each employee that will be using Timeclock needs to have the account configured properly.Go to Connect>Main Menu>Accounts and select account for setup.Following fields are required:At least one vendor must be assigned to the created account.In the Contact Information Tab following fields are required: First Name, Last Name, Email, Cell Phone & Home Phone, Wage, Job Title.As a result,  page on Connect may be used by a given Employee and MANAGE TIMECLOCK tab appears in Activate left menuACTIVATE FEATURES In this section, you can read on Shiftplanning user actions and see the new features in real-life scenarios.LIST OF FEATURES:1. Clock in / Clock out2. Breaks3. Changing position at Clocking or during shift4. Enter Tips on Clock Out5. Require Clock In before using POS1. CLOCK IN / CLOCK OUT -> Allows employees to track their work time-> Clock in = start work-> Clock out = finish your shiftACTIVATE’S BEHAVIOR:-> tap to open Activate’s left menu-> tap “Manage Timeclock”-> tap “Clock In” = your work time starts counting-> tap “Clock Out” = stop counting your work time. The only action you can take next is tapping “Clock In” again. The period between Clock Out & Clock In will not count up to your work time-> tap “Back to Appetize” = you can use main menu for orders. It does not stop tracking your work time. To go back to Manage Timeclock, tap it again in the left Menu2. Breaks -> An Employee (Cashier/Waiter) has a possibility to take a break during shift-> Thanks to the feature, the work time tracking is not interrupted-> The “On Break” time is counted as a separate entryACTIVATE’S BEHAVIOR:-> tap Left Menu > Manage Timeclock-> tap “Clock In”-> “Start Break” button shows up. Tap it to take a break-> tap “Stop Break” to go back to your shift3. Changing Position at clockin or during shift.
GENERAL:
-> The feature allows to work in different positions based on what type of job is needed for that shift. For example, an employee who normally works as a bartender needs to work as a cashier for a shift.PRECONDITIONS:-> Before using the feature in the app, it is necessary to configure change position settings on Connect. For more info on how to do it, please refer to functional docs here http://appdate.vipserv.org/appetizedoc/2016/12/14/shiftplanner-setting-and-adding-available-positions/
-> Then, go to Connect > Options > Permission Sets > Timeclock -> Decide, whether changing position requires manager PIN (choose YES/ NO in Timeclock Permission Sets).ACTIVATE’S BEHAVIOR:
-> you have your Shiftplanner account properly configured
-> go to “Manage Timeclok” in the left menu-> “Change Position” button is added to Manage Timeclock view. Tap it to change your current position indicated in brackets (Warehouse)

-> when you tap “Change Position”, a list with available positions shows up. Tap to choose one of them and change
4. Enter Tips on Clock Out
-> the feature allows to add tips when an employee is tapping Clock OutPRECONDITIONS:-> You need to set the right Permission Set here: Connect > Options > Permission Sets> TimeclockACTIVATE’S BEHAVIOR:-> Manage Timeclock (left menu) -> Clock In-> then, tap “Back to Appetize” to make some orders + add tips
-> next, go to Manage Timeclock again and tap Clock out-> 2 fields on the Clock Out screen show up: CC Tips (not editable) and Other Tips (editable)

-> don’t forget to tap the green “CONFIRM” button to save your changes5. Require Clock In before using POS.
-> the feature is about blocking / allowing using POS depending on the current status of employee’s shift-> when Shared Account logs into Activate, the app downloads all assigned Shared Employees/Managers under Shared Logins array.  It contains user PINs, IDs but also their current Time clock status: In, Out or Break.-> When user’s status is unknown, Activate checks it after he logs in using PIN with / time / status call.Screen displayed after depends not only on their status but also on Allow POS Off Clock / Allow POS On Break setup – managed from Permission Sets > Menu tab.-> for a detailed description of all possible scenarios please refer to functional docs here http://appdate.vipserv.org/appetizedoc/2015/08/28/time-management-screens-conditions/ 

Activate Android  2.8.11
Release Date: January 11, 2017

New

1. Quick tip

   GENERAL INFO

   -> That’s a new button that enables to add tip to order without need to enter Finalize Day section
   -> The button allows to add tip in much faster way as some unnecessary steps are removed. Closing the order goes with much more speed and efficiency than the current process.
   -> Quick Tip is visible at Thank You screen when completing orders
   -> for now = Available in REST mode onlyPRECONDITIONS
   
   If you want Quick Tip button to show up, there’re 2 things you need to do in Connect:1.
   2.
   
   QUICK TIP in simple steps:
   
   offline mode = off
   a) Order Items
   b) Authorize CC
   c) Vouchers’are being printed (if needed)
   d) transaction’s completed
   e) screen changes to display the possible actions (return to menu, print itemized, print CC) + new button Add Tip/Finalize Payment

f) tap the “Add Tip/Finalize” button and enter tip amount that you want to add and confirm with the green “Finalize Payment”.And see what happens when offline mode = ONNote! When your internet connection is restored, the “Add Tip/Finalize” button becomes active. 

2. Scan/Swipe a code to apply discount 

• to make it work, you need to have Codes & Discounts created and assigned on Connect here
• order is made -> instead of applying discount in a traditional way (manually), there’s ability to scan it with the QR code scanner attached
• scanner recognizes the code of a discount and applies it automatically to item/order. The discounts object from server also returns acceptable codes. That code list should be used to match the scanned barcode value.
• once an item is added to the cart, go to the “Discounts” view and scan the assigned code. It is added automatically.

Fixed

1. Tax-exempt button functioning.

Changed

1. Retail Mode – cart display for YellowDog users. Cart item now displays multiline item names.
   Updated views are: 
   – cart on main screen
   – cart on EasySplit view: tab Discounts
   – cart on Check view
   – cart on Split by item view

Fixed

1. “Assign Cash drawer” button functioning.
2. Split payment made with Givex card(s).
3. LED CFD PayPoint display issues.
4. Refreshing items.

Activate Android  2.8.10.01
Release Date: December 15, 2016

New

1. Multiple Itemized Prints – Printing Splits using “MORE” button. When printing itemized receipts via the More button you have the option to print a consolidated receipt or individual receipts, as done for original split payments.
– There is a new flag in permission sets (screen below). By default it is set to NO.– If YES, then a split order made with the “MORE” button will be printed as several receipts. One receipt per one payment. This is the behavior of traditional splits.So, i.e, one $15 order – 2 payment types chosen -> 2 receipts printed
1 split payment = Cash ($8) + transaction details – printed separately
2 split payment = CC ($7) + transaction details – printed separately– If NO, then a split order made with “MORE” button will be printed like a regular order, so one print for all payments.2. Elo VFD integration.– Elo VFD connected to iSeries
– 2 line display integration including the information that is shown on the PayPoint display, so: item, price, total, change, etc.3. Scanning promo codes. 
– Available in both modes: Normal & RetailAnd how scanning promo codes works: – First, you need to have a promo code created & assigned to the correct Vendor or to the whole Venue (Connect > Codes)Additionally, some settings are needed on Connect > Employee Role
Employee Role General Page (click YES)Employee Role Checkout Page (click YES)Then, if you have barcode scanner attached to your device and promo barcode is generated, it can be applied & used in simple steps:1. Make some order
2. Scan promo code
3. Promo code is applied to your order
4. Scanned promo code shows up in the cart (If it is “Manager” promo code, then the name of that code will be hidden)

New

This version of Activate incorporates mainly changes in printing logic.
Activate and Connect support two new groups of Permission Sets: Itemized and CC Voucher.Itemized = it’s a printout showing purchased items for all types of transactions.
CC Voucher = it’s a printout with CC transaction details, two copies are printed, one for the client and one for the merchant.

1. Itemized Receipt in Permission Sets. The page contains all permission sets that control printing itemized receipts. Below – a screen showing this brand new page.
   -> Red permissions – turned off (by default)
   -> Green permissions – active (by default)

2. CC Voucher page in Permission Sets.

• two CC Voucher copies are printed out automatically
• If the order has at least 1 CC payment, a manual voucher print button will be displayed as a backup
• CC voucher printing is prioritized – that means printing the CC vouchers (2x) first, then the itemized receipt

3. Other important stuff. 

• Connect > Employee Role > General > Auto Print button = This will control if the itemized receipt is automatically printed when the order is done.
  Yes = print itemized receipt, No = do not print.
• Employee Role > Checkout > Require Signature = This will control if the signature should be captured digital or paper.
  Yes = digital capture, No = paper capture. 
  • The option would only trigger if the order amount was greater than the Signature Amount value.
• Employee Role > Checkout > Signature Autoprint = This will control if a paper voucher is printed automatically.
  • Yes = print 2x CC Voucher, No = do not print
  • The option would only trigger if the order amount was greater than the Signature Amount value.
• REST mode should disable “Require Signature” or set to No so it is paper only
• Some gateways require printing EMV declines and EMV refunds even if printing is set to No. In the above cases, we override the print settings. Both prints can be the itemized receipt with the proper information (decline or refund).
• Split Payments – printing X copies of the itemized receipt, one for each split, if Autoprinting is enabled. “Easy Split” would only print 1 copy.

4. Check orders. 

• After each partial look at the Auto Print option. If YES, print itemized receipt with all items in the tab (i.e. each partial prints all previous partials and the current partial). Basically, it keeps printing itemized receipts without payments on it.
• Closing the tab follows the same logic as a POS order.

Fixed

1. Discounts printing and their visibility on receipts.

Changed

1. Smart terminal – Ingenico iPP350 EMV fixes related to FreedomPay certification.
2. Improving server performance in case of syncing orders automatically.

Fixed

1. Bug fixes.
2. Offline payment issues.

Activate Android  2.8.8.03
Release Date: November 10, 2016

New

Quick Refund – with order ID

• a new possibility enabling to refund orders (using order ID) on Activate
• with order id button is always shown after tapping Quick Refund Button, and it searches order with the same venue ID as current venue
• orders that were not made on a given device can be refunded via the app
• no need to go to Connect to issue a refund
• supported refund types: returning the money (cash), money back to your CC, total order refund
• Activate should present Quick Refund button in top right corner (Main View)
  

  Quick Refund With Order ID – Activate

• Tap Quick Refund button and enter Admin Pin
• Choose WITH ORDER ID
• type order ID that you want to refund and tap Search button – a window with order details shows up
• click Issue Refund at the bottom of the screen > choose CANCEL -> reject refund, or REFUND -> confirm refund
• if the action is successful the order details screen turns from green to yellow
• the refund is updated on Connect in Orders view

Activate Android  2.8.8.02
Release Date: November 22, 2016

New

1. Refunding orders and items using order ID.
   -> possibility to refund an order which was not made on a given device
   -> refunding order by providing order_id
   -> API call will be used to fetch order ( if order is not available in our local database )
   -> search button should just fetch order, not refund it. Refund should be processed only after clicking on refund button on order details screen
   -> order should be added to the database only after successful refund
   -> going back from order details screen before refunding should trigger the alert showing information that order will not be stored in local database
   -> printing any receipt should be possible only after refunding order, auto print settings should be also respected in this case-> Basic flow is shown in the attached mockup ( REFUND.png )

Activate Android  2.8.8
Release Date: October 27, 2016

New

1. Cash Drawer Assignment. 

A cash drawer will be opened only in a situation when it is assigned to a logged user. So when, e.g., a cash drawer is assigned to user – P1, it opens up only for user P1.

• Cash Drawer Permissions Sets 
  Cash Drawer functioning will be managed mainly by the Permission Sets. There’s a new Connect section devoted to Cash Drawer settings. To access the section go to: Connect -> Options -> Permission Sets -> Cash Drawer

Block UI when Cash Drawer opens –  if set to YES, the setting would tell Activate if the cash drawer has to be closed before taking any other action. It blocks new orders/transactions when Cash Drawer is not closed.
Basic Functioning:
-> Selected payment method – cash
-> Cashier completes an order
-> Cash drawer opens
-> Cashier cannot tap any menu item to start a new order when cash drawer opened
-> Please close cash drawer message shows up.
-> Once the cash drawer is closed, the user/cashier can continue using the app and the alert message is hidden.For blocking UI, the supported Hardware includes:
* ELO Paypoint built-in cash drawer
* TSP650 cash drawer that must be connected to printerCash Drawer Assignment Requires PIN – if set to YES, a cash drawer can be assigned only when manager pin is provided.Cash Drawer Assignment Reset Requires PIN – if set to YES, assignments can be reset only when manager pin is provided. Cash Drawer Assignment – if set to YES a cash drawer assignment per cashier can be done. If the feature is disabled all related UI components are invisible and a cash drawer operates in its usual manner.Cash Drawer Unassignment Requires PIN – if set to YES, a cash drawer can be unassigned only when manager pin is provided.

• Open Cash Drawer Button – Left Menu.
  
  Tap the button and see the possible actions: 
  -> If only one cash drawer supported – it opens the drawer automatically.
  -> If more than one drawer supported – under the button a list with the drawers available should show up.If cash drawer assignment (permission set) is set to YES: 
  1. User presses button
     1. If manager pin is required, prompts for pin
  2. Activate checks which drawer is assigned to the current user and opens that drawer
     1. If no drawer is assigned, nothing happens
  If the drawer does not open, the user can go back and assign the drawer to himself (might require manager pin) or the user can ask the manager to force opening the drawer via diagnostics.

2. Manager Pin on Finalize Day section. There’s a possibility to restrict the Finalize Day view on Activate for managers only. To make it work go to Connect > Options > Permission Sets > Menu
 3. Scanner Test to Diagnostics page added.
Now that clients are using scanners for loyalty and retails mode, an easy way to check if the scanner is working has been added.The new button enables the scanner, if it was not already enabled, and then displays the results of the scan on the screen. The idea is that the user will have something to scan (a mobile phone, barcode from some item). and then, the cashier scans e.g. a barcode from some item and then shows the raw scan data.When a button is tapped, Activate shows “Please scan barcode \ Please tap anywhere to close this view”. After successful scanning text should change to “Scanned barcode text is: XXXXX \n Please tap anywhere to close this view” 

Activate Android  2.8.7
Release Date: August 27, 2016

5

Changed

1. Performance Improvements.
2. PIN display redesigned and aligned with iOS view. It means that when using Shared Accounts on Activate, the first screen after user logs in is the PIN board. It is a fixed change and cannot be adjusted using Manage Permissions or other settings.
   

Fixed

1. One of the permission sets – Items Sold List has been improved in the case of printing. The permission (set to YES) hides the button from Finalize Day view, and also hides Sold Items on printouts.
   The setting can be found here:
   

4

New

1. Retail Mode

Basic info

Retail Mode is a brand new Activate Android interface for items view. Items are no longer displayed in the form of a grid list with prices and images. Instead, there’s a new search box. The search box allows to type in the name or barcode and find the desired item. There’s also possibility to scan a barcode. Retail Mode is a blessing when there’re so many items that it takes much time to browse them all.Have a look at the below screen to see the new interface.The button from standard UI that was not removed is shown belowOf course, Retail Mode is optional. You can enable/disable the new interface on Connect, reaching Permission Sets. By default, “Show Retail Mode” is set to No.

---

Adding items to the cart

Follow the below steps to add an item to order. Say, I want to add item   to my order.Type “cheeseburger” or “cheese” or “burger” in the search box. You can search for the items in “All” categories, or narrow down the results by tapping a category first, e.g, “Food” or/and subcategory, e.g., “Fast Food”.If the item has “barcode” set, it can also be typed in or scanned. There’s no need to tap the search box to scan an item.a) successful scan (using USB barcode reader) -> an item matches it -> it is automatically added to the cart.
b) unsuccessful scan -> there are no matches -> the error message “No Matching Barcodes” is displayed on the screen.** Just to be clear, Barcodes need to be set first on Connect -> Items -> Basic Information. (or imported as items list via Connect).
If there is only one cheeseburger item available, it is added to the cart immediately and then, some other items can be added or you can begin checkout.*** If there’re more than one search results, they are shown on the list below the search box. Only items belonging to the same category are recognized as similar. 
In this case, just tap the item (or items) you want to add to the cart.If there’s no such item that you’re looking for, the below prompt shows upWhen you exit the search bar, and reach the left menu, e.g., Finalize Day and want to search for some items again, tap the magnifying glass icon in top right corner to start again.

Changed

1. Performance updates.

3

New

1. New function that makes it possible to turn off / turn on the EMV chip reader on the Ingenico devices. Go to Connect and reach Employee Role.If you choose Enable Credit Chip “NO” :
   – EMV transactions will not be supported anymore
   – the chip reader on Ingenico (external device) does not light up and there’s no “Insert Card” alert on the terminal. And what will be the consequences on Connect? The idea is that if credit chip is disabled, Connect does not receive info on chip transactions if there are any in Offline or Declined tabs on Activate.

Changed

1. Removing declined tip for REST mode. So far, it has not been possible to close out the transaction from Pending closed tab if there was a declined tip on that order. The reason for the declined tip might be, e.g., insufficient funds on CC. We’ve amended that and now users are able to change the declined tip to $0.00 value and finalize the order so that it goes to Completed. To change the declined tip follow these steps:
   
   a) create CC order, go to Pending closed tab
   
   b) now, I want to add tip to 233462 order, but the tip value is too high for my CC funds so I receive this alert
   c) So, the transaction is declined. As the alert message suggests – put 0 to close the transaction. In other words – go again to Pending closed, tap Add Tip/Close Order, and change the tip value to $0.00.
   RESULT: Tip is accepted, the order goes to Completed. 

Fixed

1. Minor bug fixes.

2

Changed

1. General performance improvements.

Fixed

1. Elo devices crashes when rebooting.
2. PayPoint tip line printing issues.

1

Changed

1. Memory usage has been improved.

Fixed

1. Crash fixes.
2. Problems with duplicate transactions solved.

0

New

With the release of 2.8.7 version, we have some new stuff customized:

1. First, there’s Open Fee function added. As the name suggests, this new feature enables to add an arbitrary amount of a fee on Activate. To reach it go to: Connect > Options > Custom Fees.

Then, your open fee is created, but to make it work – do not forget to change the status to Active and assign to a Vendor on Connect.
And below, if custom fee is enabled – the look on Activate

2. Open discount available. Similarly to Open (or Custom) Fee – it enables to add an arbitrary discount to a given item or to the whole order. Go to: Connect > Discounts and click “Create”.
But – that’s not all. Now, a few more things need to be configured to make your discount work.1. Here you need to assign your discount to a given Vendor (choose from the list of Vendors available)
2. If your items are grouped under separate categories – the assignment can be applied to a particular group.
3. When you decide that the discount is applied to one item only – click on Level – item and choose the right items.
And below, if custom fee enabled – the look on Activate3. Custom Tender  – that’s a new payment type allowing to pay with the new payment unit. So basically, custom tender will replicate the way that cash is tendered. First, it needs to be set from Connect. To reach it go to: Connect -> Options -> Custom Tender.
The ability to define cash-equivalent payment types with a conversion ratio.  The conversion ratio will define how many dollars clients need to gain one unit. On Connect, Conversion rate needs to be set, so, e.g. conversion = 2, means $1 = 2 Payment Units.To reach it on Connect go to: Options > Custom Tender.And then – see how Custom Tender might be edited4. Skidata payment introduced – it is a method allowing to pay for orders using a loyalty card. To put it simply, with this card, users can buy products that cannot be bought with money. What needs to be done to use Skidata as a payment method is, of course, to have Skidata Loyalty card, and to define the amount of Skidata points from Connect. So, e.g., we define that 2 Skidata pts = $1. Then, we buy 2 items, each $2. Activate does the math and as a result – user pays for the items 8 Skidata points that are subtracted from the loyalty card balance.Ski data card needs to be added on Activate. How to do it? Have a look at the screen below:

Fixed

1. Bugs & crash issues fixed.

Activate Android  2.8.6
September 14, 2016

2

New

1. New payment type introduced – Fortress loyalty cards that are now RFID-based.  RFID means that unlike barcode or magnetic stripe cards, Fortress will be using radio waves to identify the payment automatically, in a short time, and with little human intervention.

1

New

1. Manager cards have new functioning. Currently, it is possible to just swipe the manager card (encoded with individual pin) through the integrated mag swipe instead of tapping the code to authorize discounts. So a brief example of how it works: after ringing in items, promo code is written down and manager card can be swiped for discount the total amount to, e.g., 0 (in case of 100% discount).

Fixed

1. Offline printing fixes.

5

1. Moneris payments fully integrated.

2. Canadian dollars support.

4

New

1. Auto Print Receipt handling. To print the order (transaction finalized using CC) when AutoPrint mode is off you need to follow the steps shown below and set it on Connect first. (Connect -> Options -> Employee Roles) 
   With such settings on, CC orders with amount bigger than “Signature Amount”, will be printed out (in this case it does not matter whether Auto Print is off/on).
2. If you want your printouts to have a signature line included on receipt, the correct permission set (YES by default) is needed.
   

Changed

1. A small but handy improvement in Activate’s buttons functioning. Until now, tapping buttons correctly was kind of challenge as the most responsive point was placed on the function’s name (the white text). Now, once you tap the button anywhere, it responds immediately. Improved buttons are those showing items, payment types, promo codes. 

Fixed

1. Bugs/crashes detected and fixed.

3

Changed

1. Finalize Day printout has been improved. Vendor Name, Current Date and Time along with Employee Name have been added to the existing info. To print it go to: All Orders>Options.
2. Finalize Day screen updated. Now it is possible for the entire vendor to see 3 types of totals: Local Totals, Server Totals and Vendor Totals. 

Fixed

1. Issues with cash drawer while making partial refunds.
2. Quick refund.
3. Orders for shared users now respect the Submit By setting.

2

New

1. It’s great to announce that EMV payment method works just fine. Additionally, EMV receipts have been improved and now they have all the required info.
2. Check numbers introduction. First, what are they used for? Well, it helps the app to identify individual orders. It’s like finding your lost keys in a pretty messy room in no time. How does it look like and how it can be set from Connect?

To set the check number correctly go to Connect->Options->Employee Roles->Check Number3. Friendly messages displayed on the Ingenico device. It’ll no longer be grumpy and rough for customers. Now, every step of payment is nicely described so the customers are fully aware of what is going on with their money.

Fixed

1. PIN swipe on Magtek encrypted (a type of a swiper).
2. USB cash drawer unruly opening. Now, after the update, cash drawer functioning is improved.

1

New

1. Admin PIN requirement for deleting items from checks.

Fixed

1. Bug/crash fixes.
2. Fix for employee card not working on logout PIN pad.
3. Fix for manager card not working for admin actions.

Activate Android  2.8.4
Release Date: July 8, 2016

New

1. Android PayPoint device has been integrated.
   PayPoint (full POS stand) has integrated printer, cash drawer, barcode scanner, as well as 2 line CFD (Customer Facing Display) where line 1 shows purchased items and line 2 shows order total.
2. Customer Facing  Display tablet integration – pos stand has an additional customer-facing color display on which customers see ordered items, total and additional payment information and can sign their order with signature. Everything live.
3. ELO PayPoint cash drawer opening mechanism has been integrated.

Changed

1. ELO PayPoint printer – receipt details have been improved. Additional lines with information have been added.
2. Quick Checkout process has been improved.

Fixed

1. Issues with opening check order have been resolved.

Activate Android  2.8
Release Date: May 25, 2016

New

1. Open Price item and Weight item added. Set up in Connect>Main Menu>Items>Items>Item Info Tab. 

• Open Price – Allows the cashier to enter the price on the POS
• Weight Item – Allows the cashier to enter the weight of an item to calculate the price on the POS
• Weight Units – Allows for selection of the units (e.g. Ounce, Pound, etc. )

Add item price and price/weight directly in the Activate. 2. French language support. Change locale of the device to Francais (Canada) and you are ready to enjoy Activate in your native language.3. Custom refunds for any amount and any tender, no need to refund against an order.4. Simple currency converter available on the gear bar. 

Fixed

1. Tip at checkout calculations improvement.
2. Restrict single modifier switch error.
3. Offline limit exceeded workflow corrections.
4. Orders view, and Finalize Day manage permissions restored.

Activate Android  2.7.5
Release Date: May 12, 2016

New

1. Force logout after transaction for shared accounts feature is now available. Enable in Connect Main Menu>Options>Employee Roles>Force Logout After Transaction.

Changed

1. Restaurant mode workflow improvements. Tipping module reliability upgrade.

Fixed

1. Cash drawer, Printing and Inventory management permission has been restored.

Activate Android  2.7
Release Date: April 25, 2016

New

1. Push notifications functionality has been added.

Fixed

1. Memory usage improvement.
2. Split payment fixes – Credit Card is no longer charged twice after changing payment on split.
3. Improved app reliability – crashes in Inventory, Finalize Day, Signature and Check payments.
4. Ingenico iPP350 swiper handling – invalid card error in Main Menu.
5. Long receipts being cut on prints. 

Activate Android  2.6
Release Date: April 11, 2016

New

1. Employee swipe to login available for employee identification. Up to 20 alphanumeric characters are available as an admin or employee PIN. There’s a possibility to log in with card swipe, or manually typed 4 digits PIN. Also, manager is able to swipe his card for authorization purposes, e.g. cash drawer pop-up, refunds. Only MagTek devices supported.
2. New split type – Split by Amount. Select Split payment type>Split by Amount and freely divide order total into preferable parts.
3.  Barcode visible on the printed receipt.Set up in the Connect Main Menu>Options>Vendor Roles>Printing Tab. 1D – if enabled (Order Number Barcode), Order ID/Check number, no additional text.2D – QR code, uses the Custom barcode Text field.

Fixed

1. Sold Out items marking improper behavior fix. Sold Out modifiers and Sold Out inventory items were not displayed correctly.
2. Seat loading fix. Now, seat loads quicker.
3. Rounding values fix. The decimal values are displayed properly, with 2 decimal places.
4. Memory usage improvement.
5. Barcode scanner behavior minor fixes. 

Activate Android  2.5
Release Date: March 25, 2016

New

1. ELO iSeries integration.2. Cash Bank feature became available to Activate Android users. You can log in and enter Cash Start value as a shift start level.During shift, any Adds / Drops may be declared in the Left Menu>Cash Register tab.Each Cash Start is separated with Cash Stop during which, exact collected money amount is provided.3. Inventory available to manage items amount. When enabled in Connect, go to Left Menu>Inventory and Count Out (select Waste / Comps) or Transfer items.4. Ingenico encrypted swiper iPP350 is now available for use and it has been integrated.5. Barcode scanners supported – Code CR5000, CR900, Zebra DS6707. To enable barcode scan go to Connect Main Menu>Options>Employee Roles>General tab and switch on the Enable Barcode Scanner.Additionally, barcode needs to be assigned to an item as an alphanumeric string in Connect Main Menu>Items>Item Info tab.Due to a bug on Samsung Android 5.1.1 devices, barcode scanners are not available to use on this particular software version.6. Item Sold Out feature available. Go to Main Menu>Items>Item infoand select Sold Out item. It’s not available for purchase, marked with red Sold Out sign.

Changed

1. Cash drawer opening speed up with Autoprint enabled. Cash drawer opens before the printing ends.

Fixed

1. No order summary on the signature and seat selection screen fix.
2. Crashes regarding Prints and Item Grid.

Activate Android  2.4
Release Date: February 25, 2016

New1. MagTek Dynamag encrypted card swiper fully supported.2. Item images loading indicator. Before all items available on the list are displayed, indicator implies the image loading ongoing process.Changed1. Quantity button removed from cart main view for check orders.2. Tip before signature screen feature available. Active, when tip is enabled.Go to Connect Main Menu>Options>Employee Roles> Fee/Tip/Tax Tab and enable tip before signature.To enable signature for credit orders go to Connect Main Menu>Options>Employee Roles>Checkout Tab.If Require Signature is enabled, order amount bottom level for the signature screen to appear may be selected.When the Signature Amount is not set, or when total order value exceeds the assigned Signature Amount particular tip view is displayed: When the total order value is lower than the Signature Amount or Require Signature switch is disabled, smaller tip notifier is displayed:3. Ordering UI improvements.

• item images resolution display upgrade

• Split By Percent slider adjustment

4. Check open not allowed with no items. Notifying alert is displayed.5. Tip selection on Main Screen view relocation. Now, add tip at charge (before or after signature screen).6. Confirmation screen UI improvement. Updated order confirmation screens for cash and credit card payment types.Fixed

1. Tip appearance workflow corrections. Tip was shown even when disabled.
2. Signature screen corrections. The signature was not shown even if the transaction exceeded the required amount.

To enable signature for credit orders go to Connect Main Menu>Options>Employee Roles>Checkout Tab.If Require Signature is enabled, order amount minimum value for the signature screen to appear may be selected.

Activate Android  2.1
Release Date: September 17, 2015

New

1. Support for new payment type: Submit with no payment.
2. Quantity of items added to Cart can be changed with Quantity button.
3. Item in Cart can be tagged as Comp/Spill/Promo/House with Item Level Discount promo code.

Fixed

1. Diagnostics issues: Forced check-in and sending diagnostic info.
2. Offline Modes logic.