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UPDATE HISTORY: 

NOTE:  REQUIRES A BUNDLE UPGRADE FOR NETSUITE AND A PACKAGE UPGRADE FOR SALESFORCE. 

2.4.1 Build TBA (BETA)

  • Initial release.
(*d) Deprecated, (*dSF) Deprecated, Salesforce Only,  (*dNS) Deprecated, NetSuite Only

WHATS NEW IN 2.4

SuitePOS Now Works with iOS 11

We have updated the App to work with the all new iOS 11.

Dynamic Option Module

Dynamic Options is a feature that guides you through a configuration process for the purposes of "kitting". This makes the POS a lot easier (and more accurate) to use for products that lend themselves to modifiers.

Once the module is enabled, you select the main product that has Dynamic Options and then add in all the Dynamic Options used.  In turn, these options (which have been previously defined) determine which product (or groups of products) are including in a specific Dynamic Option.

At the POS, when the main item is selected, each Dynamic Option (and its constituent products) are displayed, in turn, for selection or scanning. 

For example:

  • A Hamburger that consists of two dynamic options; toppings and condiments.
  • A 3 Compartment Bento Box that consists of three dynamic options; Candy 1, Candy 2 and Gift Wrapping.

Additionally, Dynamic Options can be Mandatory or Optional and the price of the product(s) that are part of the Dynamic Option can either be 0.00, the actual product price or a special price override.

Dual Displays and Screen Mirroring

Certain customers who are in certain jurisdictions are supposed (according to state laws) to show the transaction line items and totals to the customer as they are rung up.  We have taken this one step further by showing a clean, consumer friendly interface of the shopping cart (on a separate HD Screen) in real-time that includes useful things such as special text areas, line item and whole order promotions as well as the usual item, quantity and price.  

Note: Not recommended for Square Processor customers currently since the Square Screens are also shown.

Customer Sync Improvements (NetSuite)

For Customers with large customer counts (50k+), we have significantly improved the time it takes to sync. 

Making Customers Taxable or Non-Taxable

You can now set Customers to Taxable or Non-Taxable when Adding or Editing a Customer. To enable this feature you must enable the 'Taxable field' on the Customers tab in the Settings.  
 
NOTE: Some Customers used the 'Status' field and a Workflow to set Taxability. This was a workaround and has to be stopped because the 'Status' field for Customers has been deprecated due to performance issues.

Item Sync Improvements (NetSuite)

For Customers that have a lot of products that are distinct to specific locations and for those that have external systems updating items then we have made several major improvements.
  • The first, is to dynamically limit the saved item search (for full and differential syncs) on either "restrict by location" or "restrict by terminal". Before, we looked at the full item search and then parsed the restrictions; now we limit the item search by the restrictions dynamically.  This means for these types of customers the number of items search for syncing will be a lot less.
  • The second, is to only do differential syncs on newly created items or items that have had fields updated that are specific to our POS. Before, we sync'd the items regardless of the fields updated; this meant that items that are updated by external systems (fields nothing to do with our POS) would get synchronized.  

    We have introduced a POS Setting, 'Optimize Diff Sync' and a new workflow 'SPOS Update Item POS Mod Date' (which must be explicitly enabled) which then uses a special item field 'POS Modified Date' to perform the differential syncs.  In addition, we have introduced another Item field 'Force Diff Sync', this provides a manual way of forcing a specific item to sync to the POS on the next sync.

    Note: Price updates for Customers with Multi-Currency Enabled but Price Levels not enabled are NOT supported. Non-price updates are supported.

    Custom Fields for Customers
    We have provided the ability to track user defined customer custom fields. This is useful to store and track specific data relating to a named customer.  On the POS Settings record, you can define up to five fields of each type (checkbox, text (120 chars max), picklist and date) with custom labels.

    Menu Option To Link to Another Web Site/Page
    A configurable URL link out option has been provided to the menu structure. This can be controlled at the clerk and settings level.  With the right clerk permission, clicking this menu option will display the web page defined on the settings record for that terminal. This is useful for providing clerks (or managers) with quick access to things like instructional pages, other services/sites or analytical pages.

    Default Payment Method for the Payment Screen
    To increase speed of operation at the terminal, a default payment method has been introduced in the settings.  It be be blank (or Cash), or Credit Card.  This is particularly useful for those customers that use the Square Gateway and want to avoid having to select Credit Card on each payment.  It has little or no impact for CardEase or Shift4 Gateway customers since it auto-detects the payment method based on if a swipe/dip transaction has occurred.

    Shorten Avatax Delays
    Customers with the Avatax module sometimes could experience delays (with no indication) of up to 60 seconds if the Avatax service was not available or incredibly slow. We have shortened this delay to 15 seconds and output a message when Avatax is being calculated.

    Smarter Item Search
    Currently, items are search for entire words. For example, "The Toy" would pull up all items that contains "The Toy".  It would not, however,  pull up items that contained "The Red Toy". We have fixed that to search for items that contain "The" AND "Toy".

    Vendor Name/Code Search
    We have now included the Vendor Name/Code item field in those fields that are searchable when scanning (it was already included for manual searches).

    Returns - Tax Rate Changes and Returns From Other Locations
    We have made it so that "Created From" returns use the tax code (and rate) from the original sale transaction. This means the correct tax code (and rate) gets applied when it was sold as a different rate or in a different tax jurisdiction.

    More Than 30 Inventory Locations
    We now allow more than 30 inventory locations to be displayed when viewing stock levels at each location.

    Better Support Regional Pricing (using Price Levels/Books)

    Currently, you can set up regional pricing by using an alternative price level/book and setting that on the store settings for that region. The issue is that if a customer has an alternative price already set, then that price is used.  For some retailers, it is not desirable. We have introduced a new setting option, 'Override Default Customer Pricing' on the settings record that will always use the default price level; no matter what the customer is set to. The caveat here is that alternative customer pricing will not be used in those regions.

      SPECIAL INSTRUCTIONS:
      • You must be on the bundle/package version specified for the release build.  
      • It is strongly advised that you test this release with a sandbox account before running in production. SuiteRetail accepts no responsibility for lack of testing.

      NETSUITE ONLY:

      Improve Customer Sync Speeds Upgrade

      • After updating the bundle, go to the active "customsearch_sposcustomersearch", Remove the fields "Status" and "Last Modified" and then Save.

      Item Sync Improvements Upgrade

      • After updating the bundle, go to the active SuitePOS Item Search "SuitePOS Item Search "customsearch_spositemsearch", Remove the field "Last Modified" and then Save.

      Salesforce installation only:

      Package URL:  <TBA>

      SuitePOS 2.4.1 

      https://login.salesforce.com/packaging/installPackage.apexp?p0=04tG0000000gPJz (SF Package 2.XX)

      Dynamic Options Upgrade

      • Add 'SPOS__Enable_Dynamic_Options__c' field to the Settings Layout(s) and associated Profiles.  

      • Add 'SPOS__Enable_Dynamic_Options__c'  and 'SPOS__Dynamic_Option_Price_Override__c' field to  the Product Layout(s) and associated Profiles.  

        • Add in 'Valid Dynamic Options' related list to the Product Layout(s).  Make sure you select 'Dynamic Option' as the column name displayed (and not Id).

        • Add in 'Dynamic Options' tab to your admin users menu layout.

        Dual Screen Upgrade

        • Add 'SPOS__Enable_Dual_Screen__c', 'SPOS_Dual_Screen_Idle_Image' and 'SPOS_Dual_Screen_Idle_Text' fields to the Settings Layout(s) and associated Profiles.  

        Customer Custom Fields Upgrade

        • Add 'SPOS__Custcheckboxpermission<n>__c', 'SPOS__Custdatepermission<n>__c, 'SPOS__Custtextpermission<n>__c','SPOS__Custcheckboxpermission<n>__c','SPOS__Custcheckboxlabel<n>__c', 'SPOS__Custdatelabel<n>__c, 'SPOS__Custtextlabel<n>__c' and 'SPOS__Custcheckboxlabel<n>__c (where <n> is 1 thru 5) to the Settings Layout(s) and associated Profiles.

        • Add 'SPOS__text<n>__c', 'SPOS__picklist<n>__c', 'SPOS__date<n>__c' and 'SPOS__checkbox<n>' fields (where <n> is 1 thru 5) to the Account Layout(s) and associated Profiles.  

        • Assign the default picklist values (for each picklist) to the Person Account Record Type

        Menu Link Upgrade

        • Add 'SPOS__Menu_Link_Label__c' and 'SPOS__Menu_Link_URL__c fields to the Settings Layout(s) and associated Profiles.  This is used to define the URL link out for the menu and the associated menu label in the POS.

        • Add "Link" as a picklist value on the field 'SPOS__Menu_Access__c' on the Object 'Access'. 

        Making Customers Taxable/Non-Taxable Upgrade

        • Add 'SPOS__Default_Payment_Method__c' field to the Settings Layout(s) and associated Profiles.

        Default Payment Method Upgrade

        • Add 'SPOS__Default_Payment_Method__c' field to the Settings Layout(s) and associated Profiles.  

        Better Support Regional Pricing (using Price Levels/Books)

        • Add 'SPOS__Override_Price_Book__c' field to the Settings Layout(s) and associated Profiles.