Changed:
- Protecting Discounts with admin PIN.
Currently, when you access the Discounts page via Activate, adding a Discount will be verified with an admin PIN.
To do it, you need to:- Add some items to the cart
- Tap the “More” button
- Tap “Discounts” Tab
- Tap any discount, i.e. “50% off”
- Type in admin PIN
Note! Admin PIN verification should appear for Discounts, Custom Discounts, and additionally - when scanning barcodes.Remember that Activate will only prompt for an admin PIN if it’s set via Connect. To set PIN protection per Discount on Connect, you need to:
- Log in to Connect and access Options > Discounts > choose any Discount
- Go to Details > Requires Manager PIN
- Change toggle to Requires Manager PIN = YES
- Confirmation message when adding items to the Check order – updated.
Currently, when adding items in Activate, pressing Check and selecting the level of the seat, the user will see a slightly changed message:Do you want to add this to the tab Check: __(user's choice here)____ Seat Number: __(user's choice here)______.
Thanks to this change, the user would double-check the previous choice and make sure that the seat was chosen correctly.
Fixed:
- Issues with offline orders sync.
- Problems with wizard items & unnecessary requirements to add at least one modifier. Now, this behavior does not occur any more.
Operations:
- Tax Calculation libraries revised & updated.
Activate iOS 6.13.2
New:
Fee name set via Employee Role is printed on Activate receipts
To set the Fee name, you need to:
1. Log in to Connect
2. Open Options -> Employee Role -> Fee/Tip/Tax Tab
3. Go to “Fee Name” input
4. Enter the Fee name, which might be up to 50 characters long
5. Save the Employee Role settings
If the above steps are completed, Activate Receipt should show your custom Fee name, i.e “ExtraFee”
Additionally, the Fee name will be placed on email receipt and on Activate display.
Note! If the “Fee Name” is left empty, the receipt shows only “Fee” text.
New:
- Starting from now, Activate iOS is compatible with 64-bit devices.
Fixed:
- Issues with Cash Drawer opening on All in One.
- “Fees” tab functioning in Easy Split mode.
New
Block CC swipes on unencrypted magnetic stripe readers (MSR)
For security reasons, it is suggested to always use the encrypted devices for CC payments, for example, Ingenico FreedomPay.
If such a device is attached to Activate, it is now required to swipe the CC on the Ingenico device. Activate will ignore any other MSR attached and will not process CC checkout.
Note: It affects only actions that use CC swipes (CC payments, opening tabs, split payments). Manager swipe, employee login, and gift cards still work on unencrypted swiper.
New
You can remove tax added to items by enabling Tax Exempt option in Connect, and then choosing Exempt button in totals view in Activate
Now we added an option to control applying tax-exempt by confirming this action with manager PIN.
This is enabled by default, but can be changed in Connect > Options > Permissions Set > Main View:
With this permission set to YES, if an employee wants to remove tax from the item, an alert prompt to enter PIN will be shown:
- Blocking Finalize Day if there are open checks
When running Finalize day we need to ensure that there are no open transactions left. To prevent such cases we added new permission in Connect: “Require Closed Checks”.You can enable it in Connect > Options > Permissions Sets > Finalize Day tab by changing the position of the switch. Now when you tap the Finalize Day button in the left menu, a below alert shows up. You won’t be able to proceed without closing those checks.
Fixed
1. Easy Split issues.
2. Printouts from iPhone.
3. Member Benefit orders.
4. Wristband blacklist options updated.
CONTENTS:
New
1. Multiple barcodes scanning for single item
Changed
1. Label with date added to Diagnostics Menu
2. UI for Check orders – now sortable
3. Seat info on paper receipts
NEW: [ps2id id=’k4m4′ target=”/]
- Multiple barcodes scanning for single item [ps2id id=’5j5m’ target=”/]
One item can have more than one barcode assigned via Connect. After proper Connect configuration, scanning any of the assigned barcodes using barcode scanner attached to a device allows to add the same item to the cart.
HOW TO SET BARCODES VIA CONNECT
1. Connect -> Items -> Codes tab
2. Reach “Codes” tab
3. Click “Add code” button and fill in the necessary fields
Code = the name of your Barcode
Type: Barcode
Note!
It’s not possible to have i.e. item and modifier with the same barcode and it’s not possible to have the same barcode twice per the same Venue.
Repeat steps 1-3 to add another Barcode. The functionality is designed to support multiple Barcodes.
Additionally, some settings are needed on Connect > Employee Role
Employee Role General Page > click YES.
Then, if you have barcode scanner attached to your device and item barcodes are generated, they can be applied & used in simple steps:
Activate
– scan one of the available barcodes
– result: item is added to the cart
If something’s not right with the attached barcode scanner do the following:
1. Open Activate
2. Tap username (top-left corner) to open the left menu
3. Choose “Diagnostics”
4. Tap “Enable Barcode Scanner”
After that – Activate tries to enable & connect to the scanner once again.
CHANGED: [ps2id id=’km5521′ target=”/]
- Label with date added to Diagnostics Menu [ps2id id=’p0o’ target=”/]
“Last update date” is used to show when a given device has been updated.
It shows the date of last properly downloaded account’s setup (triggered by login, Refresh button or Push notifications).
- UI for Check orders – now sortable when a new check is being opened [ps2id id=’k4m4′ target=”/]
During a typical in-seat service there are some other opened checks waiting for closure/payment. To clear the huge list you can use a new “Sort” option that allows to sort by: Seat / Order Date / Modification Date.
In the above example, I chose to sort by “Seat” and the checks displayed in the “Open Check” section are sorted by seat. Note! If the “Seat” option is off
or there are no checks with seat info – sort type: Seat, will not be available. - Seat info (in-seat delivery) updates on paper receipts [ps2id id=’dm445′ target=”/]
Now, for Venues that are doing in-seat service, seat number is printed on the receipt.
FIXED: [ps2id id=’3m3n4′ target=”/]
- Issues with “seat required” settings.
- Different tip selection screens – fixes.
- Quick checkout crashes.
CONTENTS:
New:
1. Custom Fees – General information
Prerequisites – Connect
Adding Custom Fee via Connect
How to add Custom Fee (Activate)
2. More about Custom Fee Calculations
Convenience Fee and Custom Fee
Fees and Taxes
Refunds
NEW: [ps2id id=’kfm4′ target=”/]
- CUSTOM FEES [ps2id id=’cmd’ target=”/]General information:
- If you enable it from Connect, then you can add more than one Fee to the order from the app
- Custom Fee is applied to the SUBTOTAL amount of order
- Each Custom Fee is assigned to the Vendor
- There’re 3 fee types to choose from: Flat, Percentage, Custom
a) Flat, Percentage – these are ordinary fees that have a fixed value set from Custom Fees page
b) Custom Fee – the only fee that can be changed by the cashier. The decision whether it’s flat or percentage and what’s the final Fee value is left to the cashier.
- Fees are assigned to Vendors/Subvendors.
They can be applied only to the whole order. If we have multiple Custom Fees – they are counted separately to subtotal (order): i.e.:- Order: $10
- Fee1, flat $5
- Fee2, percent 20%
Final order price: $10 + $5 (fee1) + 20%*$10 (fee2) = $17
PREREQUISITES (CONNECT) [ps2id id=’lfo0′ target=”/]
1. Connect Roles (enabled by default), but if you’re not sure about your Connect Roles settings, make sure it’s turned on.
2. Activate: CustomFees are displayed in Easy Split view under Fees section, so make sure that Easy Split mode is turned on
ADDING CUSTOM FEE via CONNECT [ps2id id=’kf89′ target=”/]
- Reach Connect -> Options -> Custom fees -> Create -> fill in the required fields.
** name, type, status – these fields are important
** VALUE field – needs to be filled in, but in case of CUSTOM fee type it does not matter and does not show up on Activate. The final fee choice is left to the cashier - Click on a newly created fee
- Open “Assign Vendors” tab
- Click “Add Vendor” button
- Assign a Vendor / Vendors
- Expected result below:
! Note
Apart from Connect settings, Custom Fee database object must be created as well.
HOW TO ADD CUSTOM FEE (ACTIVATE) [ps2id id=’9r0kf’ target=”/]
-> add any item to the cart
-> tap “More” button
-> go to “FEES” tab
-> tap on your custom fee
-> pick a percentage or value
-> click on the green 
-> new total amount is being calculated
-> need another Fee? repeat the procedure: click on your custom fee button and add some other fee type.
When you configure Custom Fee from Connect the expected change in Activate is shown below:
-> tap to add Custom Fee (more than one Fee can be added)
-> to finish the transaction, you need to go to the “PAYMENTS” tab and choose your preferred tender type. Only then the “Checkout” button is active
Note! You can look up Fees added to order later.
-> Open Activate’s left menu
-> Tap “All Orders”
-> Open your order
-> See the “FEES” under Subtotal amount
2. Interested in more about Fee Calculations? Read on! [ps2id id=’kf90e’ target=”/]
- Mix Convenience Fee (Employee Role settings) and Custom Fee (Connect – Options settings) [ps2id id=’k3m4′ target=”/]
It is possible to mix “Convenience Fee” added on Employee Role and “Custom Fee”. If both properly set, here’s how it’s calculated.
Custom fee + Convenience Fee on Employee Role
Convenience Fee: $1.00
Custom Fee (15%)
When Total is calculated, fees are counted separately and added to subtotal(Value of order)
Value of order = $4
Tap “More” and add a fee from the “Fees” tab
2. Fees and Taxes [ps2id id=’3mk34′ target=”/]
-> If “Tax per Item” is turned on for the Venue, taxes would be applied according to logic set for Tax Levels
-> The option in Connect > Vendor Roles > Taxes
is visible only when Tax per Item is NOT set for the Venue. “Apply Tax To Fee” is applied to Convenience Fee only.
3. Refunds [ps2id id=’44900f’ target=”/]
When an order is refunded the whole Fee amount is refunded as well.
In case of partial refund, Fee value is divided according to the value of individual items.
FIXED: [ps2id id=’0ej3m4′ target=”/]
- Lag performance problems in certain cases.
- 6.8 and earlier versions crashes.
- Payments rounding issues.
Contents:
New
1. Custom Tender
1.1 Custom Tender – Connect setup & logic
1.2 Custom Tender – Activate Flow
Changed
Fixed
New [ps2id id=’new11′ target=”/]
- Custom Tender [ps2id id=’ctnd’ target=”/]
-> that’s a new tender type that allows the user to pay with a new payment unit defined by you. Custom tender replicates the way that cash is tendered
-> works only for Easy Split payments
-> user can customize the name of tender and conversion ratio
-> the conversion ratio defines how many dollars clients need to gain one tender
-> in this version we do not support adding Tips to Custom Tender yet
-> basically, it works like that:
WHAT IS IT FOR?:
For my upcoming event, I want to have a tender type called “Best Deal”.
One “Best Deal” has conversion 2, so that would mean $1 = 2 Best Deals.
SETUP:
Connect -> Options -> “Custom Tender” needs to be defined.
HOW IS IT CALCULATED?
Custom Tender is the amount displayed to the client after conversion.
OUTCOME:
When everything is properly set, Activate counts the item prices and converts the “real” money into the previously configured Custom Tender. As a result, it returns the price visible in the “Custom Tender” type.
1.1 Custom Tender – Connect setup & logic [ps2id id=’dkll’ target=”/]
1. Open Connect -> Options -> Custom Tender
2. Click the blue “Create” button
3. Add Custom Tender – fill in
Other Conversion values
See the below table with sample Custom Tender conversion calculations
4. When you click the “Save” button, Custom Tender should appear on the Custom Tender list. There you can click it to change more settings and add images.
Note! Conversion accepts both – integers and decimals.
And the last very important step is enabling Easy Split for the account. Otherwise, Custom Tender will not show up in payment options on Activate.
1.2 Custom Tender – Activate Flow [ps2id id=’dkfmm’ target=”/]
If Steps from point 1.1 are finished and Custom Tender is assigned to the correct Vendor Role, Activate should present your customized tender.
- Open Activate, add some item(s) to the cart and tap the “MORE” button.
- Reach the “Payments” tab and tap your Custom Tender button. Here that’s “Best Deal”
- Hit “Remaining” to convert the whole amount, or choose other amounts.
Here, “Remaining” was hit
Changed [ps2id id=’dkdm11′ target=”/]
- Changes on printouts in case of offline CC transactions.
-> now the transaction shows up as “Approved” on the receipt - Cash Drawer – UI blocking.
-> the behavior of Toggle from Connect > Permissions Sets has changed a bit
When it is set to YES and cash drawer is available and open, the UI is always blocked not only on Thank You screen. Now, Cash Drawer would also block when:
– refunding cash order
– opening cash drawer via Finalize Day
– Cash Drawer is opened manually from the Settings menu When it is set to NO – cash drawer should never block.
Fixed [ps2id id=’lkop’ target=”/]
- Crashes on closing check orders in Restaurant (REST) mode.
- Applying discounts in Easy Split mode.
- Individual item refunds – issue with Admin PIN functioning.
- Alcohol limit issues.
Fixed
- Boca tickets – issues with printed data.
-> ticket numbers on printouts are now incremented correctly
-> Date of Sale and Time of Sale. Those two parameters can now be set via Connect and will be printed on Boca Tickets properly. To do it go to Connect > Items and choose the existing ticket item or create a new one.
To create a new ticket click “Create” and select item type “Ticket”.
Then – set proper Date&Time using “Event Date” field.
First, you will be prompted to set the Date
Next, click the small “clock” icon located in the bottom-left corner to set the time.
As a result, the Event Date & Time will be printed on Boca ticket. - Apply Tax to Fee – fixes.
- Givex payment in Easy Split Mode.
-> Now, when Easy Split is enabled for a Venue (Connect > Options > Permissions Sets > Payments > Easy Split = YES), making Split Transactions with Givex has been improved
-> Open the app, tap
button to get to Easy Split mode
-> For the first split – tap “Givex” and enter the amount that will be withdrawn from the first Givex card
-> If you want to add another Givex card split, tap “Givex” button again
-> Then, enter the amount due manually or just hit “Remaining” if you want to finish
-> When the card is swiped/scanned/tapped or entered manually, the next Split payment is added. Finally, tap the green “Checkout” button to go on with the payment.
Note! Currently, the balance check is done after each Givex Stored Value payment.
-> When processing payment ends up successfully, you’ll see the “Thanks” screen.
Note!
Refunds: Unlike some other payments, Givex does not allow for a single item refund. When you look up your order via Connect > Orders you’ll see only Full Payment/Order Refund buttons.
- Access to payment options for shared accounts – fixes.
- Receipt updates.
- Bug fixes
Contents:
New
1. MONERIS
1.1 Moneris changes in POS
1.2 Moneris – Easy Split mode
1.3 Moneris in REST mode
1.4 Moneris Quick Checkout
1.5 “Cancel” Moneris transaction button
Fixed
NEW: [ps2id id=’new1′ target=”/]
- MONERIS [ps2id id=’mo1′ target=”/]
1.1 Moneris changes in POS (Point of Sale) [ps2id id=’posc’ target=”/]
– Moneris UI is slightly changed in POS view
– Electronic signature – will never show up in the app for Moneris transactions, but the “physical” signature line on receipts will be printed
– possible Moneris payment methods: scan, swipe, tap the card and manual entry
– “Credit Card” button redesigned. As you can see on the below screen, a small dot (red or green) appears next to this tender type.
Red – if Moneris terminal is not paired
Green – if Moneris terminal is paired1.2 Moneris in Easy Split mode [ps2id id=’monsplit’ target=”/]
1.5 “Cancel” Moneris transaction button [ps2id id=’cancl2′ target=”/]
– generally speaking, we’ve improved the whole Easy Split functionality so that it works fine with Moneris
Note! Easy Split must be enabled for the account via Connect > Permission Sets > Payments > Easy Split = YES- Cash & Credit buttons are separated
– after adding some items to the cart you can tap the
and you’ll see “Credit Card” used to process Moneris payments
– when “Credit Card” is tapped, the user is asked to enter the remaining amount of money that will be withdrawn from the card
– then, two green buttons will show up
Remember that after that, all the checkout steps for Moneris payments are done using a correctly paired terminal.
1.3 Moneris in REST mode [ps2id id=’monr1′ target=”/]
– creating REST orders works as usual – so for the Connect accounts that support Restaurant mode
– The only difference now is that you can pay with Moneris (so only when Moneris terminal is connected to the device)
– the UI is slightly changed. When in REST mode you add some items to the cart and tap “Credit Card” payment. Next you’ll see the two green buttons redesigned. They both support Moneris transactions
– if you want to refresh your knowledge of REST mode general flow – go ahead and read on in our Functional docs
1.4 Moneris – Quick Checkout [ps2id id=’qcheck’ target=”/]
– now it is also possible to pay with Moneris when “Quick Checkout” button is chosen
– In order to use Quick Checkout enable Quick Checkout as a payment method in the Employee Roles in Connect. Then in Activate a new icon will be visible in the upper right corner
– then enter the amount that will be withdrawn from your card
– and tap “Credit” button
– then, a card is verified using a paired terminal and processing checkout begins
– When Moneris transaction is being processed – progress spinner is displayed
– 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=’fixes1′ target=”/]
- Check orders bugs.
- Moneris bugfixes.
- Timeclock – “Clock-in Override” button visibility.
CONTENTS:
New
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
Fixed
New [ps2id id=’mkekr’ target=”/]
- Tax per Item [ps2id id=’tpimfkmff’ target=”/]
1.1 GENERAL INFORMATION: [ps2id id=’ginfkmm’ target=”/]
-> a brand new possibility that allows adding customized Tax per individual item(s)
-> available Taxes per Item: Types -> inclusive, exclusive, Values -> 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 Tax “Inclusive” 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
Note! When ‘Tax per item’ is enabled on a Venue Activate version 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=’samlkdd’ target=”/]
Go through the below sample Tax per Item scenarios to find out more about Tax per Item.
1. One taxable item, tax type: Inclusive [ps2id id=’kslo1′ 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 the 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 Connect
2. One taxable item, tax type: Exclusive (Percentage) [ps2id id=’exkd’ 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=’kmd22′ 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=’fmk00′ 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=’kfm44542′ 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 = 5.086. Price Threshold [ps2id id=’lkfo3′ 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=’fk45m55′ 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 the “More” button and go to Discounts. I decide to choose the “Is Taxable 10%” discount. As you can see, the subtotal changes to $2.25 as the discount is applied to the 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 a 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=’kgm55′ target=”/]
1. Checkout button that was missing in some cases is now fixed.
2. Tax per Item issues.
Bug fixes and performance improvements.
New
1. Receipt Printing Logic – Itemized Receipt.
– the previously used “Summary Receipt” is removed. Instead, we’ll be using the “Itemized Receipt” section. The section consists of various permissions where you can change and customize the information put on the receipt.
– on Split Mode we should print one copy of the Itemized Receipt for each split, if autoprinting is enabled. “Easy Split” would only print 1 copy.
– To enable Itemized Auto Print go to Connect > Options > Employee Role > General
by default, the button is set to “Yes”
If YES = prints itemized receipt automatically
If NO = does not print
– a new section with permissions for Itemized Receipt prints created in Connect
And below – see the changed UI
2. Receipt Printing Logic – CC Voucher
– a new “CC Voucher” print that would be printed twice if needed. Two copies: one for the customer and one for the merchant
– a new section for CC Voucher prints created in Connect
– to enable CC Voucher Auto Print go to Connect > Options > Employee Role > Checkout
by default, the button is set to “Yes”.
If YES = prints the voucher automatically (x2)
If NO = does not print
Note! The above option would only trigger if the order amount is greater than the Signature Amount value (Options > Employee Role). 
– and a new tab in permissions sets called “CC Voucher” added
Additional information:
– if the order has at least one CC payment, a manual voucher print button is displayed as a backup
– changes in REST mode. After adding tip – nothing is printed unless manually requested
– CC voucher printing is prioritized – that means the CC vouchers (2x) are printed first, and then the itemized receipt
And below, see the changed UI
3. Printing – Require Signature button renamed
– Employee Role > Checkout > Require Signature renamed to the “Digital Signature” button. This will control if the signature should be captured digital or paper.
If Yes = digital capture
If No = paper capture
The option would only trigger if the order amount is greater than the Signature Amount value.
3.1 Tabs (or Tab Orders) – Other Changes
– 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
- Bugfixes/crashes.
New
- SKIDATA Direct Payment System
– paying with Skidata directly via mobile app
– finalize payment by tapping a customized button added to ActivateBasic flow:- cashier makes an order
– customer presents a QR code from the mobile app
– cashier pushes the direct payment button configurable in Employee Role
– scanner is activated
– QR code is scanned (under the hood: a barcode is linked to a Skidata user who has a payment account set up)
– Skidata returns – approved/declined
* decline may occur when i.e. QR code/barcode expired
Example UI
“Activate Normal Mode”
“Easy Split” mode
And then, pay with your card as usual (Scan/Swipe/Enter Manually) and confirm with the green CHECKOUT button.
Note! Skidata Direct Payment method cannot be Refunded!
Configuration:
a) database (For more info please refer to technical documentation here (https://appetize.atlassian.net/wiki/display/CON/Payments#Payments-SkidataDirectPayment)
b) Connect > Employee role – enable Skidata Direct Payment
c) Connect Settings per Venue 
d) Then, the correct vendorID is sent via API calls to Skidata so that a given Vendor is ready to use it.
- Skidata Loaded payment.
– paying with Skidata loaded value is available as a single button payment. With this type of Loaded payment, we use Skidata “fake” money that might have an expiry date
Example UI:
My Skidata Loaded value button is called “SkiLoad”
Add some items to the cart and choose the Skidata Loaded payment
And then, tap “Checkout”. You’ll be asked to Scan/swipe/type your Skidata card. Then, proceed as with a regular checkout.
Configuration:
a) Database – Skidata Loaded payment entry
To know technical requirements – reach out to Appetize team asking for technical documentation
b) Connect > Employee role – enable Skidata Loaded Payment
c) Connect settings per Venue
d) Then, the correct vendorID is sent via API calls to Skidata so that a given Vendor is ready to use it.
Skidata parking integration.
What’s that?
-> Integration that allows the customers to use parking premises with a Skidata QR code on their receipts
-> a QR code will be printed that will let the customers get out from parking or stadium
Connect configuration is needed:
1 – Enter Skidata parking account number
Connect > Vendors > Choose and click your Vendor > Vendor Settings Tab
2 – Skidata parking integration page needs to be set
Skidata Parking = ON
Faculty code = that’s a number that corresponds to a given Skidata user
Parking Expiration Value = the number of hours after which Skidata parking QR code will expire (i.e. 3h)
Usage – there are two scenarios for using Skidata Parking:
1st Scenario:
Customer that has a prepaid ticket (parking pass) goes to our Skidata supported parking. The ticket is scanned at the gate. If the scan is successful, they will get a newly printed Parking Leave Receipt (automatic printing depends on printing setup). That Receipt should contain QR code and current date-time. Date time will be used for verification if QR won’t work. QR code will be valid for a couple of hours – after that period it won’t work. That new print will be triggered by a button on a successful parking pass scan page.
And how it works in the app:
Step1
Step2
Step3 – QR code is printed automatically (if AutoPrint = ON). If not, tap the “Print QR Code” button on the right.
Step4 – QR code is printed. The only info it has is “Valid to” date + time
Note! In the above scenario, no order has been made so it is not possible to go back to screen with a QR code from step3. In case you need a new QR code, the steps need to be repeated, or the old QR code that has been printed might be scanned again.
2nd Scenario:
A client did not purchase a parking pass in advance, so he/she needs to buy a parking item for i.e. $5. Customers that will buy a ticket using Activate should have QR code located at the bottom of the receipt which allows them to leave the site
Step1 – Make a parking item order
Step2 – Choose a tender type and finalize payment. Here – that’s a cash order
Step3 – Receipt with a QR code is printed automatically (if AutoPrint = ON). If not, tap the “Print Order” button.
New
Contents:
1. Retail Mode
1.1 Basic Information
1.2 Preconditions (Connect)
1.3 Activate Interface
1.4 Adding Items to cart
- Retail Mode
1.1 BASIC INFORMATION:
Retail Mode is a brand new Activate iOS interface for item 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 a possibility to scan a barcode. Retail Mode is a blessing when there’re so many items that it requires too much time to browse them all.
1.2 PRECONDITIONS:
For using Activate iOS in Retail Mode, you need to set the correct Permission Set to “YES”.
1.3 ACTIVATE INTERFACE:
-> When Retail Mode is ON, the main view is totally changed. See the below screen.
-> the only way to look for items is by using the small magnifying glass button or using build a drink feature (if it’s available). Searching is possible only by Name / Barcode
-> There is no list/grid switch shown on the screen when Retail Mode is ON
1.4 ADDING ITEMS TO CART
Say, I want to add
item to my order.1. Type “cheeseburger” or “cheese” or “burger” in the search box.
2. If the item has a barcode set, it can 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)**3. 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.
The list for showing search results is very simple. It shows only the item name on the left and item price on the right.
Note! If an item has “open price”, tap it you’ll be able to enter the price manually
And then
4. If there is more than one result, they are shown on the list below the search box. When you tap an item from the search result list, it is added to the cart as usual.
5. When you’re looking for some items that are not in the menu, “No matching items found” text shows up
6. When you exit the search and reach the left menu, e.g., Finalize Day and then, you want to search for some items again, tap the magnifying glass icon in top right corner to start again
New
- Clear Login Data button.
-> if the user has his/her credentials stored, Activate login screen automatically shows “Clear stored login” button
-> when tapped, the button clears the stored credentials
-> after that, all the buttons from login screen disappear
-> if you want to log into Activate, type the text into the login window
Changed
- Downloading items optimization. Now, when Activate checks the changes made in items, it works much better.
- Storing big data in a separate database to speed up Activate responsiveness. We’ve moved such stuff as discounts, codes, login, employee role.
Fixed
- Cash Drawer Assignment.
- Quick checkout price calculation.
New
- Swiping promos
-> user makes an order
-> items are added to the cart
-> at this point there’s an option to swipe promo code instead of typing it manually
-> swiping works with manager’s and employee’s cards. Cards are encoded with employee/manager PIN = a name of the promo.
-> when promo code is applied, it is not visible in the cart. Instead of code, we see *********
-> available in “ordinary” mode, easy split, house payments
-> applying promos with swiping is available only when you tap on promo code textfieldPRECONDITIONS:
a) swiper attached (works for both: encrypted, non-encrypted swipers)
b) promo code added & assigned to the correct Vendor / the whole Venue on Connect (Connect>Codes)example:
c) Employee Role Checkout Page (click YES)
Changed:
- Cash drawer assignment button – improved visibility.
Fixed:
- Back button on Finalize payment screen.
- Cash Drawer assignment.
New
- Timeclock – changing positions.General info:
-> Clients will often ask their employees to work in different positions based on their skills and 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.
-> Also, an employee may be asked during a shift to move to a new position and the managers need to know how long they worked in each position.
1.1 How to configure & use it in the app?
a) Your Employee Account needs to be configured correctly to be able to use Shiftplanner (Connect)
b) Create & Set the positions available (Connect)
-> Connect -> Schedule -> Staff
-> In the search box – enter your Employee Name and then, click it
-> Scroll down to Position Assignments section
-> Tick/untick the positions that you want to be active/inactive for a given employee. The positions that are under Appetize = default positions. New positions can be added – see the next point.
-> Adding new positions:
– you’re still on “Staff” page
– go to “Locations&Positions”
– click “Add New Position”
– result: the newly added position(s) are placed under “Position Assignments” on Staff > Employees page
1.2 New Timeclock Permissions Sets
- Show change position button -> determines presence/absence of the Change Position button
2. Require manager PIN -> click YES if you want to protect the new button with manager PIN.
1.3 Activate – UI changes
*reminder
To have “Manage Timeclock” enabled in your Activate left menu, Timeclock needs to be set to “YES” (By default it is YES, but in case something’s wrong – here’s where to find it).
And then:
-> Employee logs into Activate, taps the left menu and goes to Manage Timeclock
-> Employee taps “Clock In” button / or is already Clocked In
-> if he/she wants to change position, there’s the “Change Position” button available
-> The button shows the current position for that employee
e.g.
-> then, when changing position, a list with available options shows up
-> result: position is changed successfully, the clock in time does not change and is still normally counted
New
- Integration – Member Benefits for SKIDATA.
This new feature enables SKIDATA clients to get automatically assigned discounts per item or per order. When customers scan their loyalty card all the assigned discounts are added to the order. Member Benefits will function in both Activate modes: normal and Retail.
Member Benefits are enabled via Connect and the SKIDATA portal
- Easy Split enabled (Connect > Options > Permission Sets > Payments)
- Note: Member Benefits will work only if SKIDATA is enabled for the venue
- Connect Discounts need to be created to link to the Benefit Code.
- Next, on SKIDATA settings page Benefit Codes need to be added. The Benefit Codes must match the Connect discounts in terms of name, value, type.
And what happens on Activate:
- Create an order. The Customer’s loyalty card is always scanned before payment
- Tap the “More” button that redirects you to Easy Split mode
- Go to “Other” and tap Assign Loyalty Card
- Scan the QR code
- And below – all the important stuff that is going on under the hood but remains unseen:
– A call is made to the Member Value System
– Loyalty card information is transmitted
– All “Member Benefits” for the account are transmitted back to Activate
– Activate applies for the benefits
– If the stored value exists then stored value can be used to process payment
– Payment is completed using normal payment methods
– Purchase information is sent along with cached customer information back to the loyalty system to record points.
Result:
- Note! If you go to “Other” and tap Remove Loyalty Card -> All the assigned Member Benefits are deleted. The same happens when you tap the “Close Options” button. Then, you can reapply the Benefits when a card is added again.
Changed
- Diagnostics page – scanner for iPhone has been added.
The key functions will be:
– checking if the scanner is working and what data it is returning
– when the button is tapped, it will show
a) “Please scan barcode”
b) successful scanning -> “Scanned barcode text is: XXXXXX. Please tap anywhere to close this view”.
New
1. Changes & Improvements in Cash Drawer assignment.
Cash Drawer assignment has been already implemented, but there are some features that modify the current functioning. Those involve:
→ Employees must assign the drawer to themselves to enable the drawer
→ Each assignment requires confirmation with a manager swipe (with a card) or entering manager PIN as shown below
→ The drawer will only pop on cash sales for the employee assigned to it
→ The drawer will only pop using the Open Cash Drawer button for the employee assigned to it (and still require a manager PIN if needed)
→ The employee must also “unassign” the drawer at the end of the night/shift, this requires a manager swipe as well
→ Possibility to assign 2 drawers to different users
– First, log into first account -> Left Menu -> Assign Cash Drawer -> Assign
– Then, log out, log into another account -> Left Menu -> Assign Cash Drawer -> Assign the free drawer
Result – Both drawers are assigned
Note!
All the Permission Sets that control Cash Drawer functioning (visibility of buttons, PIN requirements etc.) are placed here (see below)
Fixed
1. Bugfixes
New
- Scanner Test on Diagnostics page.
Similarly to Activate Android version, where scanner test is already implemented, iOS 6.5.2 will also support this feature. When you open Activate let menu and tap DIAGNOSTICS – there will be a special button added. The key functions will be:
– checking if the scanner is working and what data it is returning
– when the button is tapped, it will show
a) “Please scan barcode”
b) successful scanning -> “Scanned barcode text is: XXXXXX. Please tap anywhere to close this view”.
The below view is Android, as in iOS version the button has not been implemented yet (too early).
- Supporting the new MasterCard BIN range (222100 to 272099).
Changed
- Easy Split Discounts view.
In general, the Visibility of Discounts can be divided into 3 groups:
1. Discounts should be displayed and have NO codes.
2. Discounts should not be displayed and have codes.
3. Discounts should not be displayed and have no codes.+ We should show the Discounts section (Easy Split view) only when there is at least one discount from group no. 1 or 2. - The previous versions used to support adding tax on the tip and that’s how some calculations have been made so far (depending on Connect settings). In 6.5.2v. tax on the tip will be removed.
- NFC/Apple Pay support for iPhone 6 Plus.
Fixed
- Split by Item issues.
- Crashes (split mode).
New
- Two barcode scanners integration:
– scanning items to cart
– loyalty cards scanning
– checking card balance
– paying with card using barcodeIntegrated with:
a) Cortex barcode scanner – CR5000 Bluetooth – 2D Barcode Scanner
b) iSMP – 2D Barcode Scanner
Fixed
1. Split payment crashes.
New
1. 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.
How to activate the feature on Connect
To make it work, the correct permission set needs to be used.
Go to: Connect -> Options -> Permission Sets -> Cash Drawer
Block UI when Cash Drawer open – set to YES -> the feature is active.
Fixed
1. EMV bugs.
2. Printing issues.
New
- Multiple discounts – that’s our new feature allowing to add more than one discount to item / order. When creating a discount, e.g., 10% on Connect, you can add multiple sub-discounts with the same value called ‘codes’ that are typed in, scanned or swiped using manager cards on Activate. What’s new is that:
-> more than one discount can be applied to item/order
-> limit of usage can be assigned to codes
Follow the below workflow to configure multiple discount + codes on Connect:! Note that multiple discounts can only be added when “Easy Split” view is enabled. (to read more on Easy Split go to section ‘Changed’ p.1).
a) Connect > Options > Discounts > Create (or use the existing discount)
b) for creating new discount have a look at the screen below
c) When your discount is created, you can explore more features in the ‘Discounts’ main view. Click on a newly created discount and assign vendors, categories, items if needed.
2. Adding Codes to Discounts
To add Codes, click the “Codes” tab in the Discounts section. The below screen shows the Test Discount (10%) that has 3 codes assigned.
3. Discounts and their visibility on Activate
When discounts and codes are ready on Connect – that’s how to Activate responses. As you can see, more than one discount has been applied to the ‘Pizza Slice’ item. When you tap “Scan Discount” and enter/scan discount code, e.g, ‘Number1’ – it will be displayed as the name of the main discount category, so here that’s “Test2”.
When a discount is being applied to your item – it is highlighted in green. At the same time, Activate does the math and subtracts the calculated discount from the subtotal amount. Taxes and fees are not included.
If the code limit has been reached, the following alert is shown:
Changed
- Easy Split (that’s the name of the new payments view on Activate). It can be now enabled/disabled using permission sets on Connect. So if you’re old school and want your payments section to work in the ‘traditional’ way, set the permission to “NO”.
If Easy Split is enabled, then Payments View has a “more” button in the right corner opening new functionalities.
- Finalize Day view. Users will be able to send each total page (Vendor, Server, Local) to the email address typed in the text field. To make the button visible on Activate, go to Connect > Options > Permission Sets > Finalize Day and set
to YES.
We also added the new Datepicker button. Using the calendar – select date range between two dates or just one day and see the filtered totals. To enable the feature go to Connect > Options > Permission Sets > Finalize Day and set
to YES. And the button on Activate
- Wristbands handling. Currently, in Finalize Day view there’s a “Refresh Wristbands” option. The App refreshes the wristband list every minute so there’s no need to do it manually each time the user wants to check the progress of downloaded wristbands.
When you tap “Refresh Wristbands” – the current list will be removed and downloading the new list of active wristbands will start over. What’s more, the Settings Gear has a new Wristband button.
The button has two options to verify whether a given wristband is present in the local/server database. To check the wristband, it’s enough to put it against the reader paired with your Activate device.
New
- Blocking declined credit cards – A new option allowing to block a credit card that was declined during the checkout process. If the option is enabled, it will blacklist such CCs from being used for the event. While processing checkout, the card data is read and checked using the last 4 digits and cardholder name. If there has been a declined payment using the same CC (the app checks it automatically), the card is blocked from future transactions for 5 days and the below alert message is shown:
The only thing you need to do on Connect to use it (look at the screen below)
Changed
- Printed receipts. Now, Vendor Name will be added at the top of the printout.
- If you don’t want to finalize CC payments manually (so in order to submit the CC payment you need to enter the card number and expiry date by hand), now it is possible to require a swipe and block the manual credit card entry. Below – Permission Set in Connect Options that needs to be set to “YES”
3. ‘Submit payment’ button responsiveness. When using Activate in Kiosk mode it requires a single tap only to finalize payment.
Fixed
- Issues with CAD currency.
- Bug fixes.
New
- If modifiers and/or additionals are for free , its final 0 value will be hidden from Activate’s main view. To be able to change the new feature go to: Connect>Options>Permissions Sets. If “Hide 0.00 Additional Price” set to YES then Activate would hide the price like it does for open items and just show their name and picture.
- Brand new option to require name when ordering via Kiosk Checks. This new permission means that when customer requests it – while creating a new order “Enter Name” window pops up. It is all set from Connect>Options>Employee Roles>Check Number.
And how it all looks on Activate’s UI (iPad and iPhone views)
Changed
- For clients using Activate in Kiosk mode – Submit button that completes orders is refreshed. Now, it is enough to tap it once to finalize the order.
Fixed
- Bugs/crashes detected and fixed.
New
- Finally – Finalize Day view updated. There’s a new option called Vendor Totals showing total Vendor sales. Totals print includes information like Finalize Day menu: tender sales/fees/tax/tips, Totals cash owed, average order, items sold; plus a list of items from orders. To use it, the correct permission set for the employee is needed (NO is set by default).
- Along with Finalize Day change, there’s a corresponding feature in Activate Options>Orders List. It’s Print Vendor totals and it’s a combination of previously existing “print totals” when “Vendor totals” tab selected. The below screen shows how to set it from Connect.
Changed
- Updated grey fonts to white throughout the app.
- When items are sold for free or their price is set by a modifier, its final 0 value will be hidden from the Activate view. The feature is set from Connect>Options>Permissions Sets. When set to YES, the price is hidden.
Fixed
- Crash/Bug fixes.
2
Changed
- Apple Pay button is now renamed to “Contactless” to avoid confusion between various types of payment.
- Calculating the tip %. From now on, it is possible for the manager (using permission sets) to decide if the tip is based on total or subtotal amount; using amount before/after discount. There’re two new permissions added:
1
New
- Handling settings for currency conversion and display. We’ve been struggling for some time with Canadian loonies, but now it is all settled. First, currency can be set from Connect for a given Venue. Go to: Connect>Settings>Venue
If you want to enable currency conversion on Activate, Connect needs to be set first: (Connect>Options>Employee Roles>choose your account>PAYMENTS. 
And the look of the button on Activate.
It is possible to convert USD Dollars to CAD Dollars, so both currencies are accepted. Activate does the math. It takes the value entered by the cashier, multiplies it by the value set in Connect and displays the final amount.
2. NFC infinea reader (a type of swiper) for Apple Pay works longer and turns off automatically when payments are canceled. We updated the duration and now it is active for 1 min.
3. New manager permissions. On Activate, in the “Finalize Day” section – a manager pin may be required. You can configure it (from account/vendor level) when you feel like you’re losing control over your employees. By default, it is set to inactive, but it can be changed easily from Connect. Go to: Connect>Options>Permissions Sets>Add Set> Menu. A table shows up 
Require Pin for Finalize day -> YES -> Save. Then, you can assign active permission to given account/employee/Vendor, etc. (Connect>Accounts>Employee/Vendor…>click or create a new one>a tab opens) Below – an example of Vendor account edition
Changed
- Finalize Day view (french localization) refreshed.
- Under the hood changes (6.0 build).
- Layout of customer receipt and detailed info added. So, some stuff has changed and more paper is wasted. Currently, receipts are printed for refunds. Some footers are added, merchant CC &customer CC are placed on receipts of all transactions.
- Scanning wristband codes into the promo text field. Previously, the promo was entered manually by the cashier. Now, when the promo text field shows up on Activate it’s enough to scan a wristband.
Fixed
- Several crashes fixed (split payment, pending closed order).
- Visibility of upsell items for Subvendor accounts.
New
- Bluetooth Boca Printer integration. The new item type Ticket is used to define if the item is printed. New Item type is visible on the main menu bar:
Click on the ticket and follow the regular purchase steps. On the Thank You screen and order details (Left Menu>All Orders) ticket printing options are available:
- Manual Credit Card check for last 4. When the credit card is swiped, an alert asks to manually type in the last 4 digits of the card to verify the physical card. If the entry is incorrect a different card must be used for payment.
- Currency type internationalization. USD / CAD available. USD set as a default. Enabled in Connect Main Menu>Settings>Venue>General tab. Selected currency type appears on every order, views and prints, across the entire venue.
- Device name on the Login screen and Diagnostics screen details added.
- Additional printing buttons added for Cash and Credit Card payment:
- on order details view
- on order list view
- on the Thank You screen
Changed
- Cash change visible on the Thank You screen after closing a Check with Cash payment type selected.
- Tip and signature fields added for stored value in REST mode.
- Encryption process for ApplePay improvement.
- Wizard for Upsell Items workflow improvement.
- Split Payment Total and Order Total both shown on the printed receipt.
Fixed
- Tip in REST mode not available.
- Tab order refund issues have been fixed.
- Cash drawer opening on split checks incorrect behavior.
- Incorrect receipt prints for stored value transactions.
- Activate showing insufficient funds on Fortress while adding a tip in Restaurant mode even though the funds are available.
New
- French language support. Change locale of device to Francais (Canada) and you are ready to enjoy Activate in your native language.
- Fix bug with multiple split payments with Fortress and Credit Cards.
- Allow tips on house payments.
- Allow percentage of tips.
- Bug fixes
New
1. Custom credit refund allows to return custom amount to the custom credit card without matching refund with the order. Authorize, FreedomPay, Braintree, Bridgepay supported. In the Connect’s administrator panel, an additional form has been created.
Enable Custom Credit by switching on the Enable Custom Credit and filling in the form fields.
Also, in the Connect Main Menu>Options>Permission Sets>Payments Tab, Show custom refunds switch must be enabled.
To refund, tap the right corner Refund icon marked below, select amount and swipe a card.
When the card is recognized, the refund amount is returned to the owner. Such orders are shown in the Left Menu>All orders>Refunded and in Connect Main Menu>Orders.
2. Driving license validation is available to prevent purchases by underaged.
In the Connect Main Menu>Options>Permission Sets>Main View new switches have been added.
- Show age verification for alcohol beverages. When enabled, in the Activate an alert regarding driver license check appears.
When the selected date is correct – a screen allowing to proceed pops-up.
When the requirements are not fulfilled, the decline alert shows up and the ordering process is stopped.
- Show alert when adding alcohol items. Before alcohol is added to the cart, an alert about alcoholic beverages purchase is visible on the screen.
- Show age verification. In the Menu view, go to Settings>Check ID.
- Show age verification for order with alcohol items. After alcohol is added to the cart and payment type selected, an alert appears.
3. Entering tip during Clock Out available. Now, the employee is allowed to see earned tips during Clock Out and add additional tips.
- 2 new fields on the Clock Out screen: CC Tips (not editable) and Other Tips (editable). Even when On Break or Clock Out, see the assigned tips.
4. Manager override on Time Clock. Enables to create a shift for a non-scheduled employees.
- New button for manager override on Clock In
- Require manager PIN or swipe (alert with PIN protection)
After the shift is created, the employee is allowed to Clock In.
5. Loyalty card assigned to an order. Available in Menu>Settings. Enter manually/swipe/scan loyalty card.
6. Fortress various methods of card numbers entry.
- Fortress card RFID tap – customer taps Fortress card on the RFID reader
- Manually entered Fortress card number – cashier manually enters MemberID and ACN number printed on the card
- Barcode scan – cashier scans a barcode on a loaded ticket via laser scanner
- Manually entered barcode – cashier manually enters barcode printed on a loaded ticket
Fixed
- Barcode scanner on merchandise products incorrect behavior fix.
- Tips in REST mode for stored value payment not working correction.
New
1. App logo and font updated.
2. Ingenico encrypted swipers supported.
3. Rolls view added.
A roll of Pennies is 50 at $0.01 each = $0.50
A roll of Nickels is 40 at $0.05 each = $2.00
A roll of Dimes is 50 at $0.10 each = $5.00
A roll of Quarters is 40 at $0.25 each = $10.00
Halves and Dollars are very uncommon but are usually:
A roll of Halves is 20 at $0.50 each = $10.00
A roll of Dollars is 25 at $1.00 each = $25.00
Rolls are converted and shown as coins in Connect. Go to Connect Main Menu>Events>User Cash Room. The Roll view is added to make the Finalize Day process easier and quicker for the employee to proceed.
- 2$ bill added
4. Split order process using Wristband or Givex available.
- When the Givex order exceeds the amount available on the card, the payment split is automatically forced.
- When Wristband payment is selected, the credit card assigned to it is automatically charged.
5. Additional information is visible on the employee PIN login screen for shared accounts.
- Vendor name (and/or shared account login information)
- Log out button (to go back to the Activate login screen, action requires a manager PIN)
- Refresh button (downloads the account list, newly added accounts can be used right away)
- Current date and time
- Device/terminal name
- Appetize logo
- Swiper and printer status circular indicators
6. Employee card swipe to log in available. Employee card swipe enables managing Time clock and 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.
7. Bar code 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.
8. Fortress, GiveX, Blackboard RFID payment is available.
9. Open Price item and Weight item added. Set up in Connect>Main Menu>Items>Items>Item Info Tab.
- Open Price – enables to manually assign price to an item in Activate
- Weight item – enables to manually assign a price per weight unit to an item in Activate (e.g. 2$/oz)
- Weight Units – enables to choose the particular weight unit for an item (e.g. Ounce, Bottle)
Add item price and price/weight directly in the Activate.
Changed
- Offline Mode workflow adjustment.
- Offline Mode on – set up when the network connection is assumed to be unavailable to establish. All orders go to Completed or Declineddepending on the purchase process. When the connection is unavailable, orders go to Offline orders. No alerts network connection related is indicated in the app. The light indicator in red.
- Offline Mode Off – set up when the network connection is uninterrupted and any alerts network connection related are indicated in the app. The light indicator is green.
- Offline Mode Auto – behaves like On or Off depending on the network connection status, but the switch position is not changed. It remains in Auto position. The light indicator is yellow but may change to red automatically after a while.
For each Offline Mode status action, admin PIN is required.
Fixed
1. Actions PIN required a fix.
- Pressing the Menu Icon on the Tip/Signature screen require manager PIN
- Inventory Cash Room requires manager PIN
New
1. Freedom pay functionality introduced due to iCMP integration.
2. Cash payments handled in Offline Mode like standard credit card payments.
3. Search bar for the Parking Passes available in the Main Menu view.
Changed
1. Cash Room workflow improvement. In History, only transactions connected to a particular account are shown. Also, only data related to the ongoing events is presented.
2. Generic Account – it displays only currently logged account event data, no history visible. Related to the created Event.
3. Shared Account – only logged into the terminal for the particular Event employee data shown. No past Events available, no all logged employees view.
New
1. Fortress/Givex transactions using iDynamo encrypted swiper available.
2. Change is shown on the orders receipts.
3. Bank Capabilities workflow improvement. Turn on to allow cash transactions on the created account. Now, value different from 0 may be set and will be shown in Activate. Go toConnect>Options>Employee Roles>Tab General to enable Bank Capabilities.
Changed
1. Change Payment button function development. It’s replaced with Add tip with different tender button, which displays standard tip adding screen. After choosing the payment type, tip amount options are shown.
2. Kiosk UI improvement.
- White text on the signature screen makes it more visible.
- Items cart may be edited by clicking the X button. This feature must be enabled in Connect Main Menu>Options>Permission Sets>Main View>Show X for deleting cart items.
- Pulsing Done and Next buttons helping navigate through the application.
3. Split by Percent replaced with Split by Amount. There’s also Use Balance button which enables to pay the remaining cart split value. Amount field is editable.
4. Givex card stored value Check Balance screen UI and workflow improvement. Go to Main Menu>Settings>Balance Check and type in/scan/swipe the Givex card number.
Fixed
1. Waste/Comp/Count in numbers not displayed in Connect. After creating an event, no data was saved in the database and shown in Connect after log in. Now, the problem is solved.
Count in in the Inventory Submenu position gives an opportunity to manually add products number before the event. After that waste/comp be done. Count out is done automatically by the server based on count in, waste, comp, sold products and items transfers between vendors.
2. Items icons shift between Catalog categories. After Count in / Count out procedures wrong icons were indicated to items in particular categories.
3. Pending orders prints improper behavior fix. Workflow has been improved, with no auto printing after closing the Counter.
4. Stored value flow adjustment. Processing Checkout indicates that transaction is being processed while swiping Givex card.
5. Allow sold-out sales improper behavior corrections. Items marked in Connect>Items>Item Info Tab as Sold Out were actually not visible as Sold Out in Activate. This problem affected the pre-build mixer items type. Sold Out shows up on the item icon.
When Track Inventory is enabled, sales after the item is actually sold out is possible. If it’s turned off, the same marking on the item appears.
New
1. QR codes with additional alphanumeric character enabled, eg. 487605122313o.
2. Magtek lightning encrypted port swipers fully integrated with the app.
3. Adding tip feature now available also for On House payment type.
Changed
1. Partial refund prints detailed view change. Refunded amount is visible on the detailed order view, printed receipts. KDS details view, prints aligned.
Fixed
1. Apple pay payment update.
2. Fortress ordering in Offline Mode Auto.
In POS and Offline Mode Auto configuration, during fortress payment Insufficient Founds error was displayed.
3. Credit card tips not matching the finalize day screen after adding manually on iPad. Misalignment is corrected.
4. Apply button missing while entering Promo Code.
5. Pick Path with beacon payment purchasing corrections.
New
- Gift card gateway integration. Support for Fortress, GiveX, and Blackboard.
- Tip/fee/tax handling for Submit orders. Total order amount with tip/fee/tax shown on submit cart.
- Selecting other payment method on a declined transactions.
- Cart view UI refresh. Additional buttons for promo codes available.
- Order split payment calculations evaluation. Split by percent replaced with split by amount. Ability to pay for the remaining part of order added.
- Tip confirmation for iPhone. Tip on House payment available.
Changed
- Partial refund printing receipts and Restaurant Mode settings adjustment.
- Credit card payment in offline mode with tip added workflow evaluation. Alert shown when the transaction fails.
- Stored login override optimizing.
- Gift card payment improper fund workflow correction, balance check before charge.
Fixed
- Shared account login improvements.
New
- Local database can be sent from the device using Push Notification.
- Vendor and device information is added to Parking Passes actions.
Changed
- (iPhone) Parking Passes menu is refreshed automatically when an item is updated.
Fixed
- Failed scans in Offline are sent again every time when Network is back.
- Check numbers are printed large at the bottom of the printed receipts.
- Modifier step through updates.
New
- New UI design of Categories, Inventory, and Cash register views.
- History view for cash operations.
- Parking passes improvements – new design and usage statistics handling.
Changed
- Printed receipt text is taken from the Printing/Printed receipt text field on Vendor Role.
Fixed
- GiveX split issues.
- (iPhone) Crash on changing payment in Pending Closed.
- (iPhone) Order details are closed on auto-refresh of the Pending Orders view.
- Tax-exempt issue for Pre-built Mixer items.
- Tip removed from Total after a failed transaction in Restaurant Mode but still shown in Add Tip view.