2.40 release notes€¦ · quickbooks error! bookmark not defined. support auto tax 47 improved...
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2.40 Release Notes CASHOFFICE 5
RevelSystemshasentirelyredonetheCashOfficereport,turningitintoatooltohelpyoumanageyourbackofficecashfromsafedropsthroughbankdeposits. 5
CDS 7UserInterfaceEnhancements 7VideoContentNowAvailableonCDS 7CustomerAccountCreationandManagementontheCDS 8Alertingoninterferingwithcustomercreate 9
CUSTOMERS 9ReferenceIDaddedtocustomerlists 9ImprovedSyncing 9UserInterfaceEnhancements 9AddNotestoAddresses 9UpdatedSettings 10
DASHBOARD 10UserInterfaceUpdates 10SalesSummaryTrendingComparisonChange 11ViewingGraphDatafromOtherEstablishments 11UserSortPreferencesSaved 11
DISCOUNTS 11ModifiedReplacementLogic 11UserInterfaceChanges 11RepeatingCashOffDiscounts 12Multiplegiftredemptions(giftwithpurchase.) 12Optiontoprintanadditionalreceiptwithdiscountdetails 14WholesaleComboDiscounts 14Exactpricediscountperproductincombos 14ReplicateDiscounts 15AllOnlineOrderingplatformsnowhandleStackableDiscounts 15AddedsupportforrepeatingcashdiscountstoOnlineOrdering 15
EMPLOYEESANDSCHEDULES 15StickyColumnHeads 15Auto-GeneratePINS 15
ENTERPRISE 16CDSBranding 16EMSTaxes 16DisableeditingEMSEstablishmentGroups 16
GIFTCARDS 16
LimitManualGiftCardFunding 16GiftCardUserInteractionModifications 16DisableGCLookupviaStoreCredit 17
INSIGHTSAPP 17QuickEmployeeBreakView 17
INVENTORY 17Emailalertforsitetositetransfersforreceivingstore 17ProductPriceonInventoyExports 17NegativeQtyAverageCostingApproach 18Forcestocktakeattheproductlevel 18MultipleReorder/StockUnitsperVendor 18RMAscannowimpactaverageweightedcost 18ItisnowpossibletocreateRMAsforproductsthathavebeendeactivated 18InventoryRestrictionsperProduct 19MultipleUOMonsinglePO 19Removetaxwhilereceiving 19DisableAdjustCostunderSettings/Inventory 19ForceStockTakeonaproductlevel 19Createadocumentforstockmovementsatthelineitemlevel 22NewUIforaddingUOMofproductstovendors 23Workflowforrejectingstoretostoretransferforreceivingestablishment 24Settingforcostadjustmentinstoretostoretransfer 25Filterontheinventorylogbasedonvendor 26FilteringbyreasoncodesonInventorylog 26EnablesreasoncodesonPOS 26EmailsforRMAs 27AddinganattachmenttoanRMA 27SetupgroupingofStockMovementReasons 29
INVOICES 29DefaultNewOrderOption 29Invoicesnowdisplaytheamountofanydeposit 29EmailInvoiceHeaders 29Revelhasrefinedtheflowforremovingitemsinaquantityfrominvoices 29
KITCHENPRINT/KDS 30KDSManagementConsoleConfiguration 30RedModifierDisplayonKitchenViews 34ExpandedOrderTypeDelay 34
KIOSK 35OrderTypePromptChange 35OutofStockMessage 35
LOYALTY 35PointsEarnednowdisplayed 35
ReturnsandLoyalty 35ManagealltypesofloyaltyprogramsfromthePOS 36MaskloyaltyinformationonOrderHistory 36
MENU 36LocallyAppliedInventoryRestrictions 36ImportSupportsFlatTax 37PaginateProductGroup 37
ORDERS 37Modifier/ComboSelectionUserExperience 37SortOptions 38OrderScreenEnhancements 38SpecialRequestsandCombos 38SettableDueDate 38CateringDueDateTiedtoOrder 38
ONLINEORDERING 38CustomCommercenowsupportscombore-ordering 38Paymentcancellationchanges 38TheRevelurlhasbeenremovedfromonlinereceipts. 38CustomPaymentTypesAddedtotheWebOrderingAPI 38MultipleCustomCommerceAppsSupport 39CustomShippingandOnlineOrdering 39FutureDatesforOnlineOrders 39OnlineOrderFlowChanges 39
POS 39CustomActionButtons 39
PAYMENTS 41TriPOSHostedCheckoutSupport 41BatchScreenAdjustments 41EigenPaymentSupport 41LimitVoucherstoProducts 41TransactionCheckingFeature 42SupportRBAv19 42AydenChanges 42MonerisChanges 42PayPalChanges 42
PERIPHERALS 42FasterSwipeLoginwithIDTech 42SupportforLineaPro5MobileBarcodeScanner 42RevelnowsupportsFrenchFiscal 42
PRICING: 43PriceTiersAddedtoProductPriceLifeCycle 43
PRINTING 44Namenowprintedonrefundreceipts 44ArabicReceipts 44ArabicLabelTags 45
PRODUCTS 45DynamicCostAddedtoexports 45CopyingFunctionPerformanceEnhancement 46
PURCHASEORDERS 46AdditionalchangestoTimeFormatonFinalizedPO. 46
QUICKBOOKS ERROR!BOOKMARKNOTDEFINED.SupportAutoTax 47ImprovedhandlingofinventorycreatedviaPrepRecipes. 47SupportforCrossEstablishmentReturns 47QBOTaxChanges 47
REPORTS 47DiscountsReport 47CustomersOrdersReport 47SerialNumberReport 48SalesSummaryReport 48GiftCardReport 49OperationsReport 49TillsReport 49EmailedReportFormatOptions 49HouseAccountStatementChanges 49TheSpeedofServiceReporthasbeenupdated 49ReportsOptimized 50FilterforestablishmentonProductInventoryLog 50EstablishmentontheinventorylogatEMSlevel 51RevelhasupdatedtheheaderontheCateringDeliveryreport 51NewDayoftheWeekFilter 52OrderHistoryReport 52
SCALES 52NTEPCertificationUpdate 52
TABLESERVICE 53UsersmaynowsortorderlistsbyTableNumber 53SplitBills 53
THIRDPARTYINTEGRATIONS 53
TILLS 53PreventSaleswithOpenCashDrawer 53TillImprovementsonDashboard 54BetterCurrencyManagement 54
ImprovedSafeDropScreen 54VirtualTillCashDropImprovements 54ClockingOutwithOpenTills 54
USERINTERFACEANDDESIGNIMPROVEMENTS 55
WEBSOCKETS 55
CASH OFFICE
RevelSystemshasentirelyredonetheCashOfficereport,turningitintoatooltohelpyoumanageyourbackofficecashfromsafedropsthroughbankdeposits.ThefirstpageofthereportistheManageCashTool.YourfirststepistoconfirmyourSafeDrops,recountingthemandinputtingtheconfirmedamount.Revelwillcalculatethevariancebetweenthedeclaredamountandtheconfirmedamount.ClickSavewhenyouhaveconfirmedallthesafedropsyouwishtoconfirmatthatmoment.
Thesecondstepistocreatesafecountsoutofyoursafedrops.CheckallthesafedropsyouwishtoincludeinthesafecountandclickCreate.BydefaulttheSafeCountreportingdatedefaultstothedateofthefirstSafeDrop.Youmaychangethisdateifyouwish.RevelusesthereportingdatetoreporttheSafeCountamountsontheOperationsreport.
Thethirdistocreatethebankdeposit.CheckalltheSafeCountsthatwillbepartofthebankdepositandclickDeposit.YoumayenteraDepositIDforthedepositifyouwish.InputtheamountoftheCashthatwillgotothebank(theToDepositamount)andRevelwillcalculatetheremainderasstayinginthebusiness(theSafeBalance).
Note,SupportforSafeBalancesisoptional.Youmaychoosetoalwaysdeposittheentirecashamounttothebank.SupportforSafeBalancesiscontrolledbythesettingonReportsettingspage:CashOfficeTrackSafeBalance.
AfteryouhaveclickedcreateontheBankDepositPopup,thedepositshallbecreatedinaHeldState.Itispossibletorequirethatusersinputtheirpasswordpriortocreatedbankdepositsandlogthatactivityintheactionlog,asasortofelectronicsignature.Thisisastaffonlysetting,socontactyoursupportagenttoenableit.
BankDepositsthatareintheheldstatecanbedeleted.DeletingabankdepositreturnsallSafeCountsassociatedtotheDeposittoStep3:CreateBankDeposit.
Whenyouarereadytosendthebankdeposittothebank,changeitsstatusinStep4toSent.AfteryoureceivenoticefromthebankthattheDeposithasbeenregistered,moveitsstatustoValidated.Apopupwillappearallowingyoutoinputtheamountthebankreconciliationamount.ClickconfirmonthepopupandthedepositshallmoveofftheManageCashToolandexclusivelyintothereportingsection.
InadditiontotheManageCashTool,CashofficeincludesreportsforallphasesCashManagementactivity:SafeDrops,SafeCounts,BankDepositsandSafeBalances(ifenabled).Thereportsarefilterablebyavarietyofdata,includingstatus,date,employeeandcurrency(ifmorethanoncecurrencyisused).Entriesalsohyperlinktorelatedentries.Forexample,SafeCountshyperlinktotheSafeDropsthattheycontain.
Reportscanbeexportedtoexcelorcsvorprinted.ItisalsopossibletoprintreportsofeachbankdepositfromthebankdepositreportaswellasfromtheManageCashTool.
RevelhasaddedaCashManagementsectiontotheOperationsreporttohelpusersunderstandtheirbackofficecash.Thesectionincludesthefollowingentries:
• DeclaredSafeDrops:AllSafedropsmadeduringthereportingperiod• ActualSafeDrops:TheconfirmedamountofallSafeDropsmadeduringthereporting
period• Variance:ThetotalvariancebetweentheDeclaredandActualSafeDrops• SafeCount:ThetotalofallSafeCountsmadeduringthereportingperiod.[Note,Revel
usestheSafeDropReportingdatetoselectwhichSafeCountstoincludetothereport.]• AmounttoDeposit:ThetotalamounttodepositfromtheSafeCountsabove• AmounttoSafe:ThetotalSafeBalancesfromtheSafeCountsabove.
IfyouhavenotbeenusingtheCashOfficetooltomanageyourSafeDrops,thenyoumayhaveagreatdealoflegacydatabuiltup.Therefore,Revelhasawaytoquickprocessolddatasoyoucanbeginafresh.ClickMassConfirmNowandinputadate.RevelwillquickconfirmallCashOfficeActivitypriortothatdate.SafeDropsandSafeCountswillbeconfirmedfortheirdeclaredamount.TheywillnotbemovedtothenextstepoftheManageCashTool.BankdepositswillbeautomaticallyvalidatedwiththeConfirmedAmountgoingintotheReconciliationfield
CDS
UserInterfaceEnhancementsRevelhasredesignedthewayitdisplaysitemsbeingsoldbyweightontheCDS,bringintolinewiththerestoftheUI.
Revelhasredesignedforgreaterusabilitythescreenwherecustomersmayentertheiremailstoreceivereceipts.
Insplitscreenmode,iftheCDSdisplaysavideothatdoesnotcovertheentirescreenarea,thebackgroundshallnowbecoloredblackasopposedtowhite.
Revelhasmadeseveralchangestothecoloroptionsthatwereintroducedin2.34.PrimaryColorhasbeenrenamedDarkerColorandSecondaryColorisnowLighterColor.Darkercolorisusedforalltextandbuttonsthatexistonwhitebackground.Usersnowmaynowselectwhichcolorisusedintheheaderbar.Itsoppositewillbeusedforheaderbartextandbuttons.
VideoContentNowAvailableonCDSUsersmaynowlinktoYouTubeorVimeoVideosorexternallyhosted.mp4or.mv4filesfordisplayofpromotionalmaterialontheirCDS.FullScreenvideos(displayedwhentheCDSisidle)andHalfScreenVideos(displayedontheleftsideoftheCDSinSplitScreenMode)aresupported.Todisplayvideos,navigatetoSettings->AdvancedSettings->CustomerDisplaySystemandchooseVideounderSplitScreen–UseMediaType,and/orWelcomeScreen–UserMediatype.Then,enterthelinktothevideoinSplitScreenVideoand/orWelcomeScreenVideo.Note,ifthevideocannotbeplayed,thentheCDSwilldefaulttotheSplitScreenImageorWelcomeScreenImage.
CustomerAccountCreationandManagementontheCDSCustomersmaynowcreateandsignintotheiraccountsontheCDS.EnablethisfeatureinthenewCustomerCreationSectionofCustomerInfosettings.Check‘AllowCustomerCreationonCDS’andselectwhichfieldsanewcustomerwillberequiredtocomplete.Alsoselecthowyourwishyourcustomerstologintotheiraccounts,viaphone,emailorloyaltynumber.IfyouwantaRevelloyaltyaccounttoautomaticallybegeneratedwhenthecustomersignsup,besurethat“AllowAutomaticLoyaltyGeneration”isconfiguredundertheLoyaltySectionofGift,RewardsandAdminCardssettings.
Onceenabled,theCDSwilldisplayabuttonintheupperrightinvitingthecustomertologinandalinktocreateanaccountiftheydon’talreadyhaveone.Oncecustomerssignin,wewilldisplaytheirloyaltypoints.Customersmaytaptheirnamestoperformminoreditstotheiraccounts.Theywillbeabletoredeemanyrewardstheyhaveearnedanduseanygiftcardslinkedtotheiraccounts.
Ifcustomerselecttocreateanewaccount,theywillinputtheirfirstandlastname,aswellastheirphonenumber,emailaddressand/orbirthdateasrequiredbythesettings.IfAutomaticLoyaltyGenerationissupported,RevelwillcreateanewloyaltyaccountforthecustomerinaccordancewiththeAutomaticLoyaltyGenerationSettings.
AlertingoninterferingwithcustomercreateIfthecustomercreationscreensareopenontheCDSwhenthecashierattemptstomovetothepaymentscreens,Revelwilldisplayanalertandaskifthecashierwantstocancelthecustomercreationorwait.
CUSTOMERS
ReferenceIDaddedtocustomerlistsTheReferenceIDcolumnhasbeenaddedtofullscreencustomerlists.
ImprovedSyncingIfforwhateverreasoncustomerdatacannotbesyncedwiththeManagementConsole,itshallbeaddedtotheresyncqueuetobesyncedwhenconnectionsarerestored.
UserInterfaceEnhancementsTheCustomersscreensasaccessedfromthedashboardhavebeenadjustedtobemoreinlinewithAppleguidelines.Tappingcustomersnowopensafullpagescreenwiththecustomerlistontheleft.Onceacustomerisselected,theirdetailsappearintherightpane.TappingAddNewwillbringupthecustomercreationpopup.
TheCustomerDetailsscreenaccessfromOrderDetailshasbeenupdatedtobeinlinewithotherCustomerDetailsdisplays.
Revelhasupdatedthefullscreencustomerlistthatappearswhenaccessingcustomerthroughsuchchannelsasgiftcardmanagementordeliveryprompts.
TheCustomerandCallNamepopupthatappearswhenpromptingforcustomerorcallnamehasbeenupdatedtobeinlinewithothermodernizedpopups.BothCustomersandCallNamesareavailablefromthesamepopup,byswitchingthetabsatthetop.
AddNotestoAddressesRevelhasaddedanotesfieldtotheaddressrecordsassociatedtocustomers.Itisanticipatedthatthesenoteswillbeusedfordeliveryinstructions.Assuch,theywillbedisplayedwherevertheymaybehelpfulfordelivery,suchasintheDeliveryManagementConsole,onDeliveryReceipts,andinOnlineOrdering.OntheManagementConsole,thenotesmaybeviewedandmanagedontheCustomer
UpdatedSettingsInordertosupportCreationandSignIntocustomeraccountsontheCDS,RevelhasaddedagroupofsettingstoCustomerInfoSettings.CheckAllowCustomerCreationonCDSandthenselectwhichfieldsarerequiredforAccountCreation.AlsoselecthowcustomerswilllogintotheiraccountsontheCDS.
Forconsistencysake,RevelhasalsomovedtheAllowCustomerCreationSettingsonKioskoutofKioskSettingsandintoCustomerInfoSettings.
DASHBOARD
UserInterfaceUpdatesTheDashboardhasbeenreorganized.Optionsthathadbeenfoundalongtheleftsideofthepagearenowatthebottomofthescreen.Eachoftheseoptionsopensintoafullscreenview.LogouthasbeenmovedtotheupperrightandTimeClockisnowaccessedviathebuttontotheleftofOrders.
ProductSetupisnowaccessedviatheProductSetupbuttonontherightsideofthescreen.
RevelhasupdatedtheHourlySalesgraphtoshowsalesdatafromthepastthreeweeks.
SalesSummaryTrendingComparisonChangeThetrendingnumbersontheSalesSummarygraphnowrefertothesamedaylastweek.Thathavealsobeenupdatedtomakeitclearthattheyrepresentpercentageincreasesordecreasesoverthatdate.
ViewingGraphDatafromOtherEstablishmentsAssumingtheManagementConsolesetting,Reports->RestrictiPadGraphsbyEstablishmentisfalse,usersmaynowselecttoviewgraphdatafromotherestablishments.IfthegraphsaresettoEnterpriseReporting(viathestaffonlyAccesscontrol),thenusersmayselecttoviewaggregategraphdataforallestablishments.Note,usersmusthaveaccessrightstoanestablishmenttoseeitsdata.
UserSortPreferencesSavedTimemanagementnowsavestheuserssortpreferences.
DISCOUNTS
ModifiedReplacementLogicDiscountreplacementlogichasbeenreworkedintheeventtheuserattemptstoapplyadiscounttoanobjectthatalreadyhasone.NowRevelwillwarnonlyifthenewandexistingdiscountsareincompetitionwitheachother,andtheexistingdiscountwouldactuallybereplaced.
UserInterfaceChangesRevelhasupdatedtheDiscountspage.Bydefault,onlytheAutoApplyandItemLevelcheckboxesshallappearonthereport.However,usersmayclickthePreferencesbuttontodisplaytheTaxedandActive(new)checkboxes.BydisplayingtheActivecheckbox,usersmayenableordisablemultiplediscountsatonce.
RepeatingCashOffDiscountsThisfeatureallowsuserstoapplyadollaramountdiscountforeveryXdollarsspentmultipletimeswithinthesameorder(i.e.forevery$20spent,get$2offtheorder.)Thisisonlyapplicabletoorderleveldiscounts.
"Minimumamount"dictateshowmuchthecustomermustspend,eitheracrossthewholeorderoronaqualifyinggrouporclassorproduct.RepeatingCashoffDiscountsalsoparticipateinautodiscountsrules.
Setting
Multiplegiftredemptions(giftwithpurchase.)Usersmaynowtosetupagiftwithpurchasediscountsthatmaybeappliedmultipletimeswithinthesameorder.Theusercansetupthediscounttoapplyautomaticallyormanually.
Automaticallyapply
Manuallyapply
Whenmanuallyapplied,theuserwillhaveascreentoapplythediscountwheretheywillbeabletoselectthenumberoftimesforthediscounttoapplyafterclickingthePaybutton.
OptiontoprintanadditionalreceiptwithdiscountdetailsTheoptiontoprintanadditionalreceiptwithdiscountdetailsisnowcontrolledbytheReceiptsetting,“Additionaldiscountdetailsforseparatereceipt”.Ifenabled,afieldwillbeexposedonDiscountdetailswheretheyusermayinputanytexttheywanttoprintoutonasupplementaryreceipt.
WholesaleComboDiscountsUsersmaynowapplytheDiscountflag“Wholesale”toCombodiscounts,akaRepricediscountswhere“repricetosumofproducts”istrue.IftheWholesaleflagisinvoked,theproduct(s)intheRepriceDiscountwillactuallyberepriced.Thatistosay,thesavingwillnotbeexpressedasadiscount,butasanewprice.Thismeansthattheproduct(s)will*not*appearasdiscountedontheorderscreen.Rathertheywilljusthaveanewprice.Further,thediscountwillnotappearindiscountreports.
ExactpricediscountperproductincombosItisnowpossibletosettheexactpriceofeachproduct(orratherproductgrouporclass)withinacombodiscount.Combodiscountsarerepricediscountsthatrequireaproductfromeachclassorgroupandapplytherepricetothesumtotaloftheproducts.Traditionally,Revelwouldassessthediscountagainstthehighestpriceitem.Byenabling,“SetdiscountpricepergroupforCombodiscounts”underAdvancedSettings,customerswillbeabletosetapriceagainsteachgrouporclassinthediscount.Thepricemustbelessthanorequaltothepriceoftheleastexpensiveiteminthegrouporclass,andthetotalpricesmustequaltherepriceamount.
ReplicateDiscountsRevelhasaddedtheabilitytocopyexistingdiscountstomakenewones.Clickthecopyiconnexttotheediticonbyadiscountandthengivethediscountanewname.
AllOnlineOrderingplatformsnowhandleStackableDiscounts
AddedsupportforrepeatingcashdiscountstoOnlineOrdering
EMPLOYEES AND SCHEDULES
StickyColumnHeadsThecolumnheadersandemployeenameshavebeenmadestickyonSchedules,TimeWorkedandPayroll.Thismeanstheywillnotdisappearastheuserscrollsdownorright.
Auto-GeneratePINS
Usersmaynowenforceauto-generationofPINSfornewemployeesbycheckingthe“EnforceAutoGeneration”sub-settingunderAdvancedPOSsettings->AutoGenerateEmployeePINS.Ifautogenerationisenforced,thenonewillnotbeabletoedittheautogeneratedpinwhilecreatingtheemployee.Ifcreatingemployeesviaimport,anyuserinputPINSwillbeignored.Assumingtheuserhasthecorrectadminrights,theymayeditthePINaftertheemployeehasbeencreated.
ENTERPRISE
CDSBrandingUsersmaynowmanagelogosandCDSWelcomeScreenimagesattheenterpriselevel.
EMSTaxesItisnowpossibletomanagewhichtaxesacustomergroupisexemptfromontheEMS,assumingtheexempttaxeshavethesamenameonthebaseandtargetestablishments.
DisableeditingEMSEstablishmentGroupsSincetheEnterprisefunctionalityforEstablishmentGroupswillbeincludedinthefutureiterations,RevelhasdisabledtheEMSfeatureofmanagingestablishmentgroups.IfthesettingwithinthedivisionisenabledforEnterpriseMenu(underestablishmentssettingsinEMS),thentheestablishmentgroupfunctionwillnotbeavailable.
GIFT CARDS
LimitManualGiftCardFundingItisnolongerpossibletomanuallyaddfundstogiftcardsaspartofthepaymentprocess.Instead,cardsmayonlybecreatedorloadedfortheamountofthegiftcardpurchased.
GiftCardUserInteractionModificationsTheimplementationoftheRestrictedGiftCardAccesspermissionhasbeenenhancedforthenewUI.UserswiththeRestrictedGiftCardAccesstokenmaycreateoraddvaluetogiftcardsfromtheDashboard.UserswithouttheRestrictedGiftCardAccesstokenwillneedtoinputthepinofauserwhohasthetokentodoanythingotherthanviewtheamountonanexistinggiftcard.
DisableGCLookupviaStoreCreditInordertofixasecurityholewhereuserswereabletoaddvaluetogiftcardsbylookingthemupthroughstorecredit,RevelhasdisabledtheabilitytocallupGiftCardsbypressingStoreCredit.
INSIGHTS APP
QuickEmployeeBreakViewUsersofInsightscannowseeataglanceiftheiremployeesareonpaidbreaks(asopposedtounpaidbreaks)viathelittleclockandcoinsiconthatappearsnexttothewords,“OnBreak”.
INVENTORY
EmailalertforsitetositetransfersforreceivingstoreOnemaynowsendanemailtothereceivingstorewhenastoretostoretransferisinitiated.Whenthestoretostoretransferisfinalized,theuserwillseeapop-updisplaythatwillallowtheusertomodifytheemailaddressthealertissentto.ThetransferdetailswillcomeasanattachedPDF.
TheemailaddresswithinthisUIispopulatedbasedonthevalueonthereceivingstoresetwithinEstablishment>Establishmentsettings>Email.
ProductPriceonInventoyExportsProductPricehasbeenaddedtoInventoryExports,afterthenameandbeforethebarcode.Thefieldisforinformationalpurposesonlyandcannotbeeditedfromthisexport.
NegativeQtyAverageCostingApproachRevelhasre-architectedthewaytheinventorysystemdealswithaveragecostinggreatlyincreasingitsstabilityandbringingintolinewithstandardaccountingpractices.Revelhastotallyremovedsupportfornegativeornullcostcalculationsorinventoryvalueandalteredthewayittreatsproductcostwheninventoryquantitiesgonegative.Whileinventorygoesintoanegativequantity,theaveragecostismaintainedatthatpoint,butinventoryvaluestopsat0.Anyreceiptswhileinventoryisnegativestayatthecurrentaveragecostperunit.Whentheinventorygoesbackabove0,theaveragecostissettothecostperunitofthattransaction.
ForcestocktakeattheproductlevelManagersarenowabletospecifyproductsandcategoriesthatshouldbeinventoried.
MultipleReorder/StockUnitsperVendorItisnowpossibleforaproductoringredienttohavemultipleReorder/StockUnitsassociatedwithasingleVendor.EachReorderUnitcanhaveitsownVendorID,Reorderquantityandprice,andtaxrate.MultiplestockunitspervendorarecreatedandmanagedinInventory/Vendors.Thelistofproductsandingredientsassociatedtoavendorhasbeenupdatedtoaccommodatethischange.ProductsandIngredientsarenowlistedtogether,thoughyoumayfiltertooneortheother.
OneStockUnitpervendormustbetheprimarystockunitforthatvendorandshallbetheunitthatpurchaseordersdefaultto.ThePrimaryStockunitforthePrimaryVendorremainstheonlyvendorandstockunitthatcanmaintainedfromProductImport/Export.
RMAscannowimpactaverageweightedcostTraditionally,anycostenteredintoanRMAforreturningaproducttoavendorhadnoimpactontheaverageweightedcostofthatproduct.RMAsaffectedonlyproductquantity.However,businesscanchoosetohavetheaverageweightedcostreflectRMAsbyenablingthesetting,“UpdatesaveragecostperunitbyRMAreturnamount”intheInventorysectionofthesettings.Note,thisisastaffonlysetting,sopleasecontactyoursupportagenttoenableit.
ItisnowpossibletocreateRMAsforproductsthathavebeendeactivatedInactiveproductsmanynowbeselectedtoRMA’sforreturningtothevendor.
InventoryRestrictionsperProductItisnowpossibletoenforceinventoryrestrictionsonthePOSforspecificproductsonly,asopposedtoallproducts,decreasingnetworkstressandUIclutter.Simplyenable“DoNotAllowSaleofthisproductwithoutstockonhand”ontheproduct’sdetailspage,anditwillnotbepossibletoaddthatproducttoanorderifitsinventoryfallstozeroorbelow.Itisnotnecessarytoactivate“SyncInventory”forthisfeaturetowork.
MultipleUOMonsinglePOItisnowpossibletoorderthesameproductonthesamepurchaseordermultipletimes,usingdifferentstockunits.
RemovetaxwhilereceivingTaxIncludedcountrieshavedifferentwaysofhandlingwhetherornotthetaxshouldberemovedfromthepricewhenenteredintoinventoryviapurchaseorderordirectinventoryinteraction.Previously,Revelneverremovedthetax.Nowhowever,clientsmaychoosetohavethetaxremovedfromproductsreceivedviapurchaseorderand/ordirectinventoryactionbyenablingtheInventorySetting,“Removetaxfromitemcostwhenreceivingitemsintoinventory.”Thisisastaffonlysettingsocontactyoursupportrepresentativetoenableit.
DisableAdjustCostunderSettings/InventoryBychecking,DisableAdjustCostunderSettings/Inventory,userscannowpreventanymanualcostadjustmentsaspartofinventoryinteractions,bothontheManagementConsoleandonthePOS.Note,thismeansthattheonlywayanitemscostperunitcanbecorrectedisviaimport.
ForceStockTakeonaproductlevel
Withthisfeature,wehaveenabledtheabilitytoincludeasetofproductoringredientswithinthePhysicalInventoryprocess.Thisallowsuserstoaddasetofproducts/ingredientstothestocktakethatwilldisplayasalistontheinventoryapplicationasneededtobescannedforthephysicalinventorytobecompleted.
Theupdatedscreentoaddingproductstothephysicalinventoryisbelow.Asauserthatissettingupaphysicalinventory,youmaynowaddproductstothephysicalinventorytobescannedonthephysicalinventoryapplication.Theusercannowalsonamethesectionwithafieldtheyfindlogicaltodescribethesectionthatneedstobescanned(i.e.cokesorchips.)Userscanaddmultiplesections.
Afterassigningtheproductstothephysicalinventory,whentheusernavigatestotheapplication,theywillseetheproductslistedthatneedtobescannedunderthe“inprogress”tab.Afteraproducthasbeenscanned,thiswillmovetothe“completed”tab.
Aftertheuserhascompletedthephysicalinventoryfromthephysicalinventoryapplication,theuserwillseeanewscreenintheMCforcompletingthephysicalinventory.Withinthisview,theusercanleveragethesamefeaturesforrequestingarecount,whichwill
sendthatsectionbacktothephysicalinventoryapplicationforrescan.Wehavealsomadethe“endphysicalinventory”buttondisableduntilallactionsonthepagearecompleted.Thiswillpreventusersfromerroneouslycompletingthephysicalinventorywithoutallrequireddatabeingadded.
Wehavealsoenabledtheabilitytodeleteasectionfromthephysicalinventorymanagementscreen.Thisallowsuserstoremoveasectionfromthephysicalinventory.Thisfeatureishiddenbehindtheellipsesonthepagetopreventanyaccidentaldeletions.
Oncethe“delete”functionhasbeenenabled,theuserswillseea“trashcan”iconthatwillallowtheusertodeletethesection.
CreateadocumentforstockmovementsatthelineitemlevelInthisstory,wehaveenabledtheabilitytoprintlineitemsontheProductInventoryLog.ThisallowstheusertohaveapaperdocumentthattheycankeepinstorerecordsforanyInventoryMovement(atEMSorEstablishmentlevel)
Ontheproductinventorylog,youwillnowseeacheckboxausercanselect.Usercanonlyselect5inventorymovementsperprintout.
Oncetheuserclicksthischeckbox,the“PrintInventoryLog”willdisplayandbecomeactive.Allowingtheusertoprintthelogs(PDFformat.)Anexampleprintoutisbelow.
NewUIforaddingUOMofproductstovendorsWiththisstory,wehavecleanedupthescreenwhereuserscanmanagetheproduct/vendorrelationship.ThisnewUImakestheprocessmuchmoreintuitivetotheendusersallowingforamorefluidprocesstomanagingthisrelationship.
UsernowhavearadiobuttontoselectmultipleproductstoaddtotheVendorreducingthestepstoaddingmultipleproducts.Also,productandingredientsarenowfilterable.Usercanshoweitherproducts,ingredients,orbothonthescreen.
WorkflowforrejectingstoretostoretransferforreceivingestablishmentInpreviousdesign,whenastore-to-storetransferwasavailableinareceivingstore,theusercouldonlyacknowledgethetransferandhadnoabilitytorejectthetransfer.Thisnewworkflowenablesafeaturethatallowsthereceivingstoretorejectastoretostoretransfer.
Torejectthestoretostoretransfer,thereceivingstorewouldgotothetransferscreen(Inventory>Transfers.)
Withinthelistviewofthestore-to-storetransfers,thereceivingestablishmentwillhavetheabilitytorejectthetransferwithintheActionsellipses.Thiswillimmediatelysendtheinventorybacktothesendingstore.
SettingforcostadjustmentinstoretostoretransferUsersmaynowdecideifthe“adjustcost”optionshouldbeavailableduringastoretostoretransfer.ThisbehavioriscontrolledunderSettings>Inventory>Allowuserstoadjustcostduringtransfer.
Ifsettingissettotrue,thereceivingstorewillbeallowedtoadjustcostuponreceivingthestoretostoretransfer.Ifsettofalse,theoptiontoadjustcostwillnotbedisplayed.(Screenshotofthesettingbelowinstoretostoretransfer.)
FilterontheinventorylogbasedonvendorUsersarenowabletofilterontheinventorylog,ateithertheestablishmentorEMSlevel,basedonthevendor.Ifnoproduct/vendorrelationshipexists,thiswillnotdisplay.
FilteringbyreasoncodesonInventorylogUsersarenowabletofilterontheinventorylog,ateithertheestablishmentorEMSlevel,basedonreasoncodes.Ifnoreasoncodesareconfiguredatthetimeoftheinventorymovement,thiswillnotbeavailableforthatinventorymovement.
EnablesreasoncodesonPOSRevelhasenabledtheabilitytoleveragereasoncodesonthePOSstation.Whenreasoncodesaresetupforanestablishment,auserwillnowhavetoenterareasoncodewhendoingastockmovementonthePOS.
TheexperienceonthePOSisshownbelow.
EmailsforRMAsUsersmaynowemailtheRMAtotheVendorwhencompletinganRMA.Toenableundersettings,gotosettings>Inventorysettings>EnableemailingRMAs.
Once“EnableEmailingRMAs”ischecked,whensubmittinganRMA,anemailwillbesenttotheVendor,assuminganemailisavailableundertheVendorinformation.
AddinganattachmenttoanRMAUsersmaynowaddanattachmenttoanRMA.
AfteraddinganattachmenttoanRMAandclicking“Save”,theuserwillbepromptedtovalidatetheemailaddressforthevendor.
SetupgroupingofStockMovementReasonsThisticketwasatechnicalchangetoensurespecifyingwhichinventoryactiontypeastockmovementreasoncodeisfor.Forexample,userwon'tbeabletoselecta"wastage"typereasoncodewhenhe/sheisreceivinginventoryafterthisstory.
INVOICES
DefaultNewOrderOptionRevelhasaddedaDefaultOrderTypesubsettingtoSettings->AdvancedSettings->Invoices.CustomersmayselectwhethernewordersdefaulttoOrderorInvoices,orwhethertheordercreatorshallbepromptedtoselecttheordertypeeachtime.
InvoicesnowdisplaytheamountofanydepositInvoicesnowdisplaytheamountofanydepositthathasbeenmadeagainstthemandthebalanceoutstanding,asopposedtojusttheamountoftheinvoicepre-deposit.
EmailInvoiceHeadersRevelnowusesadifferentheaderforemailinginvoicepdfsfromthePOSthanforemailingreceiptpdfs.TheInvoiceonestates,“..Pleasefindtheinvoiceforyourorder…”whilethereceiptstates,“..Pleasefindthereceiptforyourorder…”
RevelhasrefinedtheflowforremovingitemsinaquantityfrominvoicesUsersmaynowinputhowmanyitemstheywishremovedratherautomaticallyremovingtheentirequantity.
KITCHEN PRINT / KDS
KDSManagementConsoleConfigurationUserscannowconfiguretheirownKDS/ExpeditesontheManagementConsole,underthePeripheral’ssectionoftheEstablishmentTab.
TheDeviceTabcontainssettingsrelatingtophysicaliPadandaccess.ItisalsowhereyouselectthedefaultdisplayfortheKDS,suchasTileKitchenorLineExpedite.
TheCommonTabcontainssettingscommontoallviewscoveringthingslikeorderbehaviorandthedatadisplayed.
OntheKitchenTab,onecansetinteractionsspecifictoKitchenviews,includingtimers.Buttonbehavior,andAllDayMode.
TheExpediteTabcontrolsactivityrelatedonlytoExpedites,includingbuttonbehaviorandexpediteprinter.
OnecansetacoupleofdisplayoptionsforOrderupdisplaysincludelogosandfontsizes.
RedModifierDisplayonKitchenViewsUsersmaynowchoosetohavemodifiers,includingspecialrequestsdisplayinredonkitchenviewsandexpedites.Check“ColorModifiersRed”ontheCommonTabintheKitchenViewsunderthePeripheralssectionoftheEstablishmentmastertab.
ExpandedOrderTypeDelayRevelhasexpandedtheabilitytodelaykitchenprinting/displayontheKDStoallordertypes,notjustonlineordersandcatering.ExtraordertypeshavebeenaddedtotheDelayPrintingsectionofKitchenView/KitchenPrintsettings.InputthenumberofminutesbeforetheDueDatethattheordershallprint(noinputmeanstheprintsimmediately),andforanyordertypethathasaDueDate,printingtothekitchenprinterordisplayontheKDSwillbedelayeduntilthattime.Thisworksforopenandclosedordersaswellasforinvoiceswheretheitemshavebeensettolayaway.
KIOSK
OrderTypePromptChangeKioskuserswhosupportbothEatInandToGodiningoptionsontheirkioskscannowpromptthecustomertoselecttheirpreferredoptionatthebeginningoftheorderinsteadofwaitinguntiltheend,wheremanycustomersforgettomakeachoice.Enablethisbycheckingthe“PromptforOrderOption”subsettingto“Supporteatinandtogo”intheKiosksectionoftheSettings.
OutofStockMessageIfanitemisoutofinventoryandcannotbesoldonthekiosk,themessagenolongeroffersaManagerOverrideoption.
LOYALTY
PointsEarnednowdisplayedCustomerdetailsnowdisplaysthenumberofpointsearnedbycustomersforeachrewardprogramthebusinessparticipatesin.
ReturnsandLoyaltyPartialreturnswillnolongercauseallloyaltypointstobecancelled.Ratheronlythosepointsrelatedtothereturneditemsshallberemovedfromthecustomer’sloyaltyaccount.
ManagealltypesofloyaltyprogramsfromthePOSItisnowpossibletomanagethenumberofpointsforalltypesofloyaltyprograms,includingVisitandPurchasePoints,fromthePOS,notjustItempoints.
MaskloyaltyinformationonOrderHistoryRevelhasaddedasetting“MaskLoyaltyNumberinorderhistory”.Whenthissettingisenabled,theLoyaltyNumberwillbemaskedontheOrderHistoryreport.Onlythelast4digitsoftheLoyaltyNumberwilldisplayonthewhenviewinganOrder.
MENU
LocallyAppliedInventoryRestrictionsUsersmaynowenforceinventoryrestrictionsonspecificproductswithouthavingtosynctheirentireinventorytothePOS.Enablethisbysetting“DoNotAllowSaleofthisproductwithoutstockonhand”totryonaProduct’sDetails.Iftheinventoryfortheproductis0orbelow,userswillnotbeabletoaddittoanorderunlesstheyhavethe“OverrideAddProductRestrictions”permission.
ImportSupportsFlatTaxUsersmaynowaddthenumberofFlatTaxunitstotheirproductsusingproductImport.ThisisanAdvancedfieldcallTaxUnits.
PaginateProductGroupTheProductGrouppagehasbeenpaginated,allowinguserswithlargenumbersofProductGroupstomanagetheirgroups.
ORDERS
Modifier/ComboSelectionUserExperienceIfagroupcomboonlyhasasingleproductineachslot,theuserwillnotberequiredtointeractwiththecombopopupeveniftheproductshavemodifiers.Rather,theuserwillselectmodifiersandthecombowillbeaddeddirectlytotheorder.
SortOptionsTheoptionSortOrdersbyDueDateontheOrderstabhasbeenrenamedsimplytoDueDatetobeinlinewithothersortoptionnames.
RevelhasalsoaddedtheabilitytosortbyTable#totheOrdersSortPage.BarTab#’sarealsorepresentedinthesort.
OrderScreenEnhancementsInordertocleanuptheorderscreen,enhanceresponsivenessandimprovetheinteractionwithquantityanddiscounts,Revelhasredesignedhowquantityisaddedtoproducts.Revelhasremovedtheupdownarrowsonorderscreenitself.Now,userstaptheproducttogettheproductflyout,andadjustthequantityusingupdownarrowsordirectinput.
SpecialRequestsandCombosItisnowpossibletoassociateSpecialRequestswithspecificproductsonacombo.Tapthecomboandselecttheproductwhichwillhavethespecialrequest.
SettableDueDateTohelpsupportfutureorders,Revelhasmadeduedatebothsettableandvisibleforallordertypes.Additionally,orderswillremainonthePOSuntiltheirduedatehaspassregardlessofwhethertheorderisclosedornot.Thismeansthattheseorderswillappearinorderlistsandwillnotneedtoberecalledfromtheserver.
CateringDueDateTiedtoOrderTosimplifyuserexperienceCateringduedatecannowonlybesetattheorderlevel.Thiswillnotinterferewithcateringreportsbyitem.Saidreportsshallsimplydrawtheirdatafromtheorder.
ONLINE ORDERING
CustomCommercenowsupportscombore-orderingSupportforreorderingcomboshasbeenaddedtoiOSandAndroidversionsofCustomCommerce.
PaymentcancellationchangesIfitisdeterminedthatanonlineorderisinvalid,saybecauseitcannotbepreparedbytherequestedduedateandtime,Revelwillnowcancelpaymentpreauthorization.ThishasbeenimplementedforFreedomPay,PayPal,WorldPay,MonerisandAdyen.ItwaspreviouslyimplementedforMercury,USAepyandVerifone.
TheRevelurlhasbeenremovedfromonlinereceipts.
CustomPaymentTypesAddedtotheWebOrderingAPIRevelhasaddedsupportforCustomPaymentTypestotheWebOrderingAPI,allowing3rdpartyweborderingsystemstosubmitorderswithCustomPaymenttypes.
MultipleCustomCommerceAppsSupportCustomersmaynowhavemultipleCustomCommerceapplicationsonthesamedevice,withthesameuser.Pushnotificationswillberoutedtothecorrectapplication.
CustomShippingandOnlineOrderingRevelhasaddedsupportforCustomShippingratestoOnlineOrdering.
FutureDatesforOnlineOrdersOurcustomersmaynowchoosetohaveOnlineOrdersforfuturedatescomeinasinvoices,processingpaymentimmediately,butdelayingsalesreportinguntiltheInvoiceisturnedintoanorder.Thisisenabledviathesetting,“FutureOrdersshallbecreatedasinvoices”undertheOrderRulesofOnlineOrderingSettings.Selecthowfarintothefutureanordershouldbeforittobecreatedasinvoicebycompletingthesetting,“Numberofdaysintothefuturewhereonlineordersshallcomeinasinvoices”.OnlineInvoicesshallbetreatedasnormalordersfordisplayinalertsandbadgesonthePOS.Further,thereshallbenochangetothereceiptthatissenttothecustomer.
OnlineOrderFlowChangesOntheQSRdesktopversionofonlineordering,userswillbeencouragedtoprovidetheirdesiredordertype(deliver,pick-up,etc),duedateandlocationbeforebeginninganorder.Revelwilltakethisinformationandadjustthemenusothatonlyitemsavailableatthattimeandforthatordertypeareoffered.Previously,thischeckwasnotperformeduntilafterordersweresubmitted,leadingtoapoorcustomerexperienceiftheordercouldnotbefulfilledduetotype,timeorlocation.Usersmayelecttobrowsethemenuwithoutinputtinganything,butoncetheybegintheorder,theywillbeaskedfortype,duedateandlocation.
POS
CustomActionButtonsUserscannowcreatetheirCustomActionButtonswhichdisplaybelowtheorderandlinktowebpageoftheirchoice.ToconfigureanActionButton,gotoSettings->AdvancedPOSSettings->CustomButtonsandAddCustomButton.InputtheButtonName(whichwillappearonthePOS)andselectacolorfortheButtonText.Youmayeitherchooseapredefinediconoruploadyourown(80x80px).InputtheURLthattheButtonwillleadto.Finally,youmaychoosetocontrolwhocanusethebuttonbyenablingSecurityPinRequired.IfSecurityPinRequiredisenabled,onlyuserswiththeCustomButtonAccesspermissionwillbeabletousethebutton.
OncetheButtonisconfigured,gotoEstablishment->POSStations->OrderActionsandselectwhereinthelistofOrderActionsthenewwillappear.
TheCustomButtonwillappearonthePOSbelowtheorderscreen.Tapit,enterthesecuritypinifrequired,andthebuttonurlwillloadinaninAppwindow.Youmayinteractwiththewebsiteinanyway,buttheurlitselfmaynotbemanuallyedited.Exittheurlbyclickingbackattheupperleft.
PAYMENTS
TriPOSHostedCheckoutSupportRevelhasimplementedHostedCheckoutforTriPOSonthePOS.UsersusingTriPOSmaynowselectManualCreditandinputthecustomer’sbillinginformation.Addressdatamaybeinputbyattachingacustomerrecordtotheorderorenteringitmanually.IftheSettings->Payments->Vantiv/TriposEMV->SupportAVSisenabled,thenRevelwillperformanAVScheckandinformtheuserifthereareanyirregularities,allowingtheusertocancelthetransactionifdesired.
AllOnlineOrderingPlatformsnowsupporttakingpaymentthoughTriPOSHostedCheckout
CVVvalidationhasbeenaddedtopaymentsprocessedthroughTriPOShostedcheckoutonthePOS.IftheCVVdoesnotmatchtheothercardcredentialsorisleftblank,theuserwillhavetheoptiontorevertthepayment.
CardNotPresentrefundscannowbeperformedwithTriPOS.
ThesettingsonthePOSwhichcontrolofflinepaymentlimitationshavebeenextendedtoTriPOS.
AddedthesignaturelinesbacktothecreditreceiptsgeneratedifusingVantivTriPOSEMV.
BatchScreenAdjustmentsBatchprocessscreenshavebeenadjustedsothatonedoesnotneedtoexplicitlyclearthecurrentcontentsbeforetypinginanewvalue.
EigenPaymentSupportRevelhasaddedsupportforEigenpayments,includingtheabilitytoprocessSVSgiftcardsthoughtheEigenpaymentintegrationsupportsEMVandusestheIngenicoiCT250.Mostregularfinancialtransactionsareimplemented(supportfortips,batchprocessing,refunds,etc).Chargebacks,offlinepaymentsandPre-authorizationarenotsupported.
EnableEigenPaymentsatSettings->Payments->EigenPayments->EnableEigen.
LimitVoucherstoProductsItisnowpossibletoaddavoucherpaymentwithawhitelistofacceptedproductstoanorderthatalreadyhasavoucherpaymentwithablacklistsetofproductsonit.
TransactionCheckingFeatureRevelhasimplementedsupportforMercuryPaymentsenhancedDuplicateTransactionCheckingFeaturewhichlooksforandrejectsidenticaltransactionsperformedwithinanhour.IfRevelcandeterminethattheduplicationistheresultofthecardbeingswipedtwice,itwillusetheinitial,validtransaction.Iftheduplicationistheresultofanidenticaltransactionperformedearlier,thenRevelwillmarkthatlattertransactionasDeclined.
SupportRBAv19AddedsupportforRBAv19toFreedompaywhichshouldimprovelanguagepromptexperience.Thiswasbackportedto2.34.
AydenChangesSupportforcardpresentrefundshasbeenaddedtoRevel’sintegrationwithAydenPayments.
ImprovedtheexperienceofusingupdatedAydencredentialsand/orterminalIPaddressonthePOS.
CorrectedanimageproblemwithAdyenreceipts.
MonerisChangesRevel’sintegrationwithMonerishasbeenupdatedandre-certifiedfor2018.
AddedsupportforbothPurchaseCorrectionsandRefundTransactionstopaymentsmadethroughMoneris.
Monerisdoesnotallowforsimplerefundsofpaymentsafterthebatchhasbeenclosed.Therefore,RevelhasaddedtheabilitytodoaCardPresenttoreturnpaymentsifnecessaryfollowingtheclosureofthebatch.
PayPalChangesRevelhasupdatedthewayithandlespartialpaymentstoPayPal,removinganytaxreferencesfromthereconciliationitem.
PERIPHERALS
FasterSwipeLoginwithIDTechCustomersusinganunencryptedIDTechcardswipetoreadadmincardswillnolongerhavetopresstheAdminSwipebuttontologin.Instead,theymayjustswipetheircardswhileonthePINscreen.Note,thisalsoworkswithRFIDreadersusingtheRS232interface.
SupportforLineaPro5MobileBarcodeScannerRevelnowsupportstheLineaPro5MobileBarcodescannerfortheInventoryApp.
RevelnowsupportsFrenchFiscal
Configurationrequires:
§ APCwithWindows7+/Linux(Windowsispreferable);§ AreceiptsprinterEpsonTM/Star(EpsonTMispreferable);§ EFRinstallationfilefromhttp://public.efsta.net/efr/Windows(.msi)/Linux(.zip)
Basicsteps:1.Setupnetwork;2.InstallEFRonthePC;3.ConfiguretheEFR(byEFSTAFrancerequirements);4.SetupRevelManagementConsole:
§ Taxcountry(France)–Note,thisisataxincludedtaxcountry;§ Taxes(therearefivetaxgroupsinFrance);§ Peripherals/Printers-theremustbeatleasttwoprinters:
OneisEFR(EpsonEFRtype),IPaddressisIPaddressofthePCwithEFR.Thisprintermusthaveadelegate;Theotheristheprinterdelegate,regularreceiptprinter;
RevelhasaddedFrancetothelistofcountriesunderAdvancedPOSSettings->TaxCountry.SelectingFrancewillenabletheEpsoni-Hub+EFSTAintegration
PRICING:
PriceTiersAddedtoProductPriceLifeCycleUsersmaynowmanagepricechangestoPriceTiersusingtheProductPriceLifeCycle.ExposethepricetiercolumnusingSettingsGearattheupperright.Inputtheproductandstarttypingthenameofthepricetieryouwishtomanage.Enterthedateforthepricechangeaswellasthechangeitselfandpresssave.UsingPriceTiersandthePPLCallowsuserssetupandreusesaleorspecialeventconcepts(thepricetiers)andalterthepricesassociatedwiththemaheadoftime.
PRINTING
NamenowprintedonrefundreceiptsRevelnowprintsthenameoftheCreditCardonrefundreceipts,asopposedtojustthewords“CreditCard”.
ArabicReceiptsItisnowpossibletoprintreceiptsinArabic.Thisrequiresthefollowing.TheprintermustbeanEpsonT88VIwithArabicenabled.ThennavigatetoEstablishment->Peripherals->PrintersandsetthePrinterTypetoEpsonePOSLAN.ClickonAdvancedsettingsandinputthesesettings:
PrinterModel=TM-T88 PrinterLanguage=ANK PrinterEncoding=*Latin/Arabic(ISO-8859-6)*
ArabicLabelTagsItisnowpossibletoprintPriceLabelTagsinArabic.
PRODUCTS
DynamicCostAddedtoexportsDynamicCosthasbeenaddedasanAdditionalFieldavailablewhenexportingProducts.SelectingDynamicCostwillexportthecurrentcostoftheproductbasedoninventoryactivity.DynamicCostmaynotbeimported.
Itisnowpossibletoadddynamiccostasacolumntotheexportofmodifiersandofingredients.Thecolumnisfordisplaypurposesonlyandcannotbereimportedtomanageanitemscost.
CopyingFunctionPerformanceEnhancementPerformanceforcopyingdetailsfromoneproducttoothershasbeenimproved.Theresultsofthecopyjobarenowsenttoviaemail.
PURCHASE ORDERS
AdditionalchangestoTimeFormatonFinalizedPO.UpdatedUIonthePurchaseOrderinformationscreenthatdisplaysthedatesCreated,Finalized,&SentinamoreUXfriendlyformat.
QUICKBOOKS
SupportAutoTaxToaccommodateAutoTax,RevelwillnowpopulatetheDefaultCustomerShipAddrfield.
ImprovedhandlingofinventorycreatedviaPrepRecipes.
SupportforCrossEstablishmentReturnsAddedsupportforcrossestablishmentreturnstotheSummaryQuickBooksOnlineintegration.
QBOTaxChangesRevelhasupdatedthewaytaxesaresetupforQBOtotakeadvantageofthenewPartnerTax.
REPORTS
DiscountsReportTheDiscountsreporthasbeenupdatedtoaccountforthevalueoforderdiscountswhichhavebeenaffectedbyexchanges.
CustomersOrdersReportRevelhasupdatedtheheaderbarandpresentationofdataontheCustomersOrdersreport,bringingintolinewithotherreports.Thereportisnoweasiertoread.Birthdatehasbeenremoved,butbothitemdiscountsandreceiptlessreturnsandexchangesarerepresented.UsethemagnifyingglasstosearchforspecificCustomers.Exportorprintthereportbyclickingtheellipses.Clickthequestionmark
toaccessaSupportArticleaboutthereport.RevelhasalsoaddedtheabilitytofilterthereportbyCustomerGroup.
SerialNumberReportRevelhasupdatedtheheaderontheSerialNumbersreport.AdjusttheReportingperiodbyclickingthereportingdates.UsethemagnifyingglasstosearchforspecificSerialNumbers.Exportorprintthereportbyclickingtheellipses.ClickthequestionmarktoaccessaSupportArticleaboutthereport.FilterbyordertypeandselectwhethertoincludeallestablishmentsbyclickingtheFiltersbutton.
SalesSummaryReportDonationshavebeenmovedfromSalesintoLiabilitiesontheSalesSummaryReport
TheSalesSummaryPaymentsectionhasbeenreorderedtoputCashandCreditpaymentsatthetop,followedbyotherpaymenttypes.
GiftCardReportTheGiftCardreportnowdisplaysthefullnameoftheemployeeofrecord.
OperationsReportRevelhasupdatedsomemisleadingfieldnames(ExpectedCashfromTillsisnowTotalExpectedCash,andActualCash(FinalTillCount)isnowDeclaredCash),andaddedafewnewfieldstotheCashSummarysectionoftheoperationsreporttoassistinclearrepresentationofabusiness’scashnumbersandreconciliationofthosenumberswiththetillsreport.
TillsReportInordertomaketheTillsreporteasiertoreadandreconciletotheOperationsreport,RevelhasaddedaseriesofsummarynumbersattheTop,whichrepresenttotaltillsactivityforthereportingperiodandmatchbacktonumbersontheOperationsreport.
EmailedReportFormatOptionsUsersmaynowreceivetheHourlySalesReportdeliveredtothemviaemailaseitheraCSVorExcelFile.GotoSettings->Reports->DailyHourlySalesReportandinputthefiletypeandemailaddress(es)towhichthereportshallbesent.
HouseAccountStatementChangesThestatementswhichcanbemailedtocustomersfromtheHouseAccountreportshallnowincludetheestablishmentsaddressandphonenumbersothatcustomersmayeasilycontactbusinesstowhomtheyowemoney.
TheSpeedofServiceReporthasbeenupdatedAdjusttheReportingperiodbyclickingthereportingdates.Exportorprintthereportbyclickingtheellipses.ClickthequestionmarktoaccessaSupportArticleaboutthereport.Selectwhetherthereportshouldbeexpandedorcollapsedorwhetherdatashouldbepresentbyorderoritemattheupperright.
AFilterbuttonhasbeenaddedallowingtheusertofilterbyEmployeeand/orClass(ifinItemView)andtochoosehowtimeisrepresented(asMinutes:Seconds,oradecimal).
ReportsOptimizedRevelhasoptimizedtheperformanceoftheProductMixreportwhenhandlinglargevolumesofdata.
Revelhasimplementedlimitspreventingrunningofreportsforperiodslongerthanoneyear.ThislimitisenforcedatboththeUIandAPIlevels.
TheItemTrackingReporthasbeenre-architectedtogreatlyimproveloadtimes.
FilterforestablishmentonProductInventoryLogUsersmaynowfilterbyestablishmenttheProductInventoryLogattheEMSlevel.ThiscanbeseenbyselectingaDivisionintheRMCEMSandnavigatingtoReports>ProductInventoryLog>Filters.Uponselectinganestablishment,theinventorylogwilldisplayonlyinventorymovementsthatarerelatedtothechosenestablishment.Thisisnotamulti-selectoption.
EstablishmentontheinventorylogatEMSlevelThisstoryhasenabledtheabilitytofilterontheinventorylogbyEstablishmentname(attheEMSlevel.)Whenausergoestoadivisionlevelproductinventorylog,theywillnowseeallestablishmentssoausercanfilterinventorymovementsforonlyasingleestablishment.
RevelhasupdatedtheheaderontheCateringDeliveryreportAdjusttheReportingperiodbyclickingthereportingdates.Exportorprintthereportbyclickingtheellipses.ClickthequestionmarktoaccessaSupportArticleaboutthereport.ThereportcanbegroupedbyOrderorItemusingtheGroupbyDropDown.OrdernoteshavebeenaddedtotheByOrderView.
NewDayoftheWeekFilterRevelhasaddedaDayoftheWeekfiltertoHourlySales,LaborandProductMixreports.Thiswillallowuserstorunthesereportsforagivenperiodoftime,displaydataonlyfromcertaindaysoftheweek,sayalltheSaturdaysandSundaysinamonth.
OrderHistoryReportUsersmaynowmaskthisdisplayofLoyaltyCardnumbersintheOrderHistoryReportbyenabling“MaskLoyaltyNumberinorderhistory”intheLoyaltysectionofGift,RewardsandAdminCardsSettings.
SCALES
NTEPCertificationUpdateRevelhasupdateditsNTEPcertificationnumberfrom13-014to13-014A1.
TABLE SERVICE
UsersmaynowsortorderlistsbyTableNumberTaptheordersbuttonoricon,pulldownonthepopupandtapSortPreference.Table#ismidwaydownthepage.WhensortingbyTableNumber,thoseorderswithatablenumberwillbelistedfirstnomatterwhetherthesearchisupdownordownup.
SplitBillsRevelwillnowdisplaymodifiersintheitemselectionwindowsforSplitBills,makingiteasierforserverstoselectthecorrectproduct.
THIRD PARTY INTEGRATIONS
SupportforModifiershasbeenaddedtothePunchhLoyaltyintegration.ThePOSnowinformsPunchhoftheexistenceandpriceofmodifiersassociatedwithproducts.
ForpaymentsmadewithLevelupgiftcards,Revelnowprintsthepaymenttypeonthereceipt.
RevelhasaddedLevelUpGiftasanorderitemtypetosupportthepurchaseandloadingofLevelUpGiftCards.
OrderspaidforwithComopaymentswillfollowthesettingsforcashreceiptstodeterminewhetherornotareceiptshouldbeprinted.
ToaccommodatechangesiniOS11,RevelhasremovedJSJSONfromitsintegrationwithPepper(akaSSMC)soastofixroundingissues.
TILLS
PreventSaleswithOpenCashDrawerUserswithEpsonprintersmaynowpreventnewordersfromcreatedwhilethecashdrawerisopened.ThisrequiresthattheprinterbesetupasanePOSprinter.Toenablethisfeature,gotoSettings->AdvancedPOSsettingsandcheck‘Preventnewordersifcashdrawerisopen.’IfthePOScannotconfirmthatthecashdrawerisclosedwhenaneworderismade,awarningpopupwillappear.Theusermaycanceltheorder,retrythecheck,orenteramanagerpintoproceedanyway.
TillImprovementsonDashboardItisnoweasiertosetatill,selectatillorseetillstatusonthedashboard.Ifnotillisset,theDashboardwilldisplay“NotSet”.Otherwise,thedashboardshallDisplaythelocationofthecurrenttill,sayDrawer1orDrawer2orVirtualtill.Tappingthenamecurrenttill(or“NotSet”willallowtheusertoeithersetthetillormanagetheexistingtill.Iftheuserhasaccesstomultipletills,theymayselectthealternatetillfromthesameflyout.
BetterCurrencyManagementThesegmentedcontrolformultiplecurrencieshasbeenreplaced.EachCurrencyisnowmanagedfromalineinthetillpopover.
ImprovedSafeDropScreenRestoredtheexpectedamountinTillfieldtotheSafeDropScreen.
VirtualTillCashDropImprovementsItshallnolongerbepossibletomakeacashdropfromavirtualtillunlessthePOSonwhichthedropisbeingmadehasanopen,physicaltill.
ClockingOutwithOpenTillsRevelnowallowsourclientstorequiretheiremployeescloseouttheirtillspriortoclockout.ThismaybeenabledforPhysicaland/orVirtualtillsbyenabling“RequireTillclosurebeforeclockout”undertheTillssectionofAdvancedPOSsettings.Ifanemployeewhohasanopentillattemptstoclockout,theywillbewarnedthattheymustclosetheirtillspriortoclockout.TherestrictioncanbebypassedbyamanagerwiththeClockIn/outRestrictionsOverridepermission.
Forbusinesseswhoseterminalsdonotsync,ifanemployeeattemptstoclockoutandthePOSdeterminesthattheemployeehasopentillswhicharenotontheclockoutstation,thePOSwillthrowawarningthattheemployeeshouldclockoutallopentills.Iftheemployeestillchoosestoclockout,a“ClockedoutwithOpenTill”eventwillbeaddedtotheactionlog.
Toaccommodatethenewabilitytorestrictclockoutifanemployeehasopentills,theConfirmEmployeeTimeCardsandCloseAllTillsstepsoftheEndofDayProcesshavebeenreversed.
USER INTERFACE AND DESIGN IMPROVEMENTS
ThesettingsgeariconhasbeenremovedfromtheTableView.
RevelhasenhancedSearchingforOrderswithintheOrdersPopoverusingAdvancedoptions.Ifasingleorderisfound,thatorderwillautomaticallybeopened.Ifthereareseveralresults,theyshallbedisplayed,allowingtheusertoselectthedesiredorder.Iftherearenoresults,Revelwilldisplayaresultsnotfoundmessagewithinthesearcharea,allowingtheusertoeasilyaltertheirsearchcriteria.
ThePaymentspageonthePOSisnowfullscreen,ratherthanapopup.ThisleavesmoreroomontheleftforPaymentActionButtons.Toexitthepaymentscreenandreturntotheorder,tapBackintheupperleft.
InputintothesearchfieldoftheCustomer/CallNamepopupshallnowautomaticallysearchagainstbothcustomersandcallnames.
TheClockOutButtonhasbeenmovedtotheupperrightontheDashboardandOrderScreens.
TheuserflowsforBLE,SSMCandPayPalCheckinhavebeenupdatedandmodernizedtotakeadvantageofthenewcustomerflyoverdesign.
TheinputkeyboardsforAdvancedSearchoptionsundertheOrdersscreenhavebeenupdated.SearchbyCreditCardandSearchbyCallNumberusesthepinpadkeyboardwhileSearchbyOrderIdusesthenumerickeyboard.
TheDeclareTipsPopuphasbeenupdatedtobringitintolinewiththerestoftheUI.
TillswhichhavebeenmanuallyclosedontheManagementConsolewillnolongerappearintheOpenTillssectionofthePOSDashboard.
WEB SOCKETS
Revelhassignificantlyre-architectedthewaytheCloudcommunicateswiththePOStotransfertimesensitivedatasuchasonlineordersorupdatestocustomerrecords.Inthepast,RevelhasusedeitherpollingfromthePOSorApplePushNotifications,bothtechnologieswithdrawbacks.NowRevelisleveragingthepowerofWebSocketstoprovideastable,robustconnectionbetweenthePOSandthecloud,leadingtofaster,morereliablecommunicationbetweenthetwo.