Revel Systems is proud to announce the release of Revel 2.31.

New Features for Retail Establishments

For Third Party API users, Revel has added API Developer Support. To configure this feature, staff-only users may navigate to the Third Party API / Developer API Support section on the Settings page in the Management Console, and enable the "Enable API Support" setting. Then, using the "Upfront Minutes" and "Monthly Minutes" settings, staff-only users may allocate minutes (120 total minutes), which may be needed to resolve an API support ticket before a client is billed. Clients/Partners are allowed a specific amount of minutes for the month; for example, 120 minutes before he or she is billed. If the time it takes for the API Engineer to find a resolution goes beyond the 120 minutes, the client will be charged and billed for the extra time. Disabling the billing setting will not charge or bill the client/partner after the designated time has elapsed.

API Support Settings (Staff-Only)

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After the API Support setting is enabled, clients/partners can reach the API support request form by clicking the Need Help? button at the top of screen, followed by the "Developer Support" link under the Quick Links section on the right-hand side of the page.

API Developer Support Link

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Here, they may input their information using the fields provided, including the topic of their request, their name, email address, and finally, their API support request itself. Additionally, they may use any one of the links provided on the right-hand side of the screen, under the API Documentation section for immediate support.

API Request Form

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Once an API support ticket is submitted, the "API Developer Support" page will be updated with the time remaining for the current month. An API support engineer will be responsible for calculating minutes taken in Zendesk to seek a resolution. If the client/partner goes over the allocated time, an email will be sent to billing/business development department informing them of the overage. After the month is over, the hours will reset.

API Request Form Status

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To assist in managing inventory by a variety of stock units, Revel now supports Barcodes on Stock Units. Revel has made the following changes to the Products/Ingredients page, under the Inventory section:

  • Added barcodes to stock units. These are optional, but must be unique against all other barcodes, including product barcodes.
  • Added a "Unit" column after the conversion factor. This shall default to the Inventory tracking unit, but can be changed to any other existing stock unit for the product/ingredient.
    Stock Unit Barcodes

    Stock_Unit_Barcodes.png

Changes in the Management Console:

  • On the Products / Ingredients page, it is now possible to search for products/ingredients in the inventory list pages by stock unit barcodes.
  • On the Vendors page, when attaching products/ingredients, it is now possible to search by stock unit barcodes.
  • On the Purchase Orders page, when creating a purchase order, it is now possible to search by stock unit barcodes. Searching for a product by its barcode stock unit will add it to the purchase order, but will ignore the stock unit if there is a reorder unit associated with the vendor. If there is no reorder unit, Revel will use the scanned stock unit.
  • On the Reorder page, when creating a reorder, it is now possible to search by stock unit barcodes.
  • On the RMAs page, when creating an RMA, it is now possible to search by stock unit barcodes. Searching by stock unit will place the item onto the RMA using the scanned stock unit.
  • On the Transfer page, when creating a transfer, it is now possible to search by stock unit barcodes. Searching by the stock unit will place the item onto the transfer using the scanned stock unit.
  • On the Inventory Summary/Log reports, it is now possible to search by the stock unit barcode.

Changes on the iPad POS:

  • It is now possible to scan a stock unit barcode in order to add the item to the order. It will add it in the appropriate quantity using the conversion factor(s).
  • Manage Item Mode - It is now possible to search using the stock unit barcode.
  • Inventory Management - It is now possible to identify the product via stock unit barcode. Revel will display the resulting product using the scanned stock unit (quantity, cost according to that unit. Defaults for Receive, Actual and Damage will also be according the scanned stock unit). However, Revel will not update price; the price will remain according to Inventory Tracking Unit.
  • Inventory App - when performing a Physical Inventory, scanning a stock unit code will add the appropriate quantity to the count.

Revel has added the ability to allow cashiers to reconcile their till, associated with the specific shift they work at a single terminal. Revel has added a "Manage Operations by Shift" checkbox to the Settings page, under the Advanced Pos Settings / Shift Management section in the Management Console. Enabling this box will expose the "End of Shift Process" (EOS) option, which if selected, will further expose a list of predefined steps and report preferences for the EOS process.

End of Shift Process Settings

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A user can now printout a Shift Summary Report when the last shift of the day is closed, which will summarize all activity from the beginning of the day. This feature will function on the POS as follows:

  • When it is time for the cashier to close their shift, they will select the “Tills” option on the Main Menu

    Tills_Buton+.png

  • If the “End of Shift Process” is NOT enabled for the store but the "Manage Operations by Shift" is enabled:
    • When “Tills” is selected, the “Till Management-Checkout” pop-up window will be displayed
    • The cashier will tap the End Shift option on the overlay screen
    • The cashier will enter the amount in the till and click “Next”, which will optionally display the checkout summary, per Revel's current functionality
    • After clicking "Submit", a confirmation message will appear indicating the shift is closed and the time / date
    • The shift will be considered “Closed” and a new shift can be opened by selecting “Tills” from the pull-down menu
  • If the "End of Shift Process" is enabled for the store, (depending on the predefined steps/report preferences):
    • When Tills is tapped, the cashier will then select a desired till to reconcile
    • The cashier will tap the End Shift option on the overlay screen
      End Shift Button

    EOS_Button.png

  • The cashier will reconcile any payments, as needed
    End Shift Screen

    End_Shift_Screen+.png

  • The cashier will make any adjustments, as needed. They will then have the option to print a summary of the EOS report on the Checkout Summary window. The cashier can finish the EOS process by tapping Submit

    Checkout_Summary.png

Employees

The product creation wizard is accessed when a user first clicks on the Employees tab of the Management Console. The user will be greeted by a landing page, where they can either proceed to employee creation for individual employees, or import their employees using the "Bulk Product Import" link, which will take the user to the Employees > Import/Export page.

Employee Wizard, Landing Page
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Clicking the "Add Employee" button will bring the user to the Employee > Create New Employee page.

Employee Wizard, Create Employee

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This screen allows users to enter employee details needed for immediate use. This includes name, email address, and phone number. The wizard will automatically apply the start date as the current date. In the POS Permissions section, users can assign the employee and initial role, starting wage, and POS login PIN. Clicking the "Generate" link will prompt the wizard to generate and employee POS PIN of six digits. In the Management Console Permissions section, users can create a username and password for the employee to access the Management Console. They can also assign a preconfigured permission set to the employee, which defines where they can interact with the Management Console.

Once complete, users can Click Save & New to create a new employee using the same wizard, or click Save & Close to be taken to the main Employee list page. Users can also click the Advanced Employee Settings to be taken to the Employee Details page for that product. This wizard is also how users enter employee information after they click the + Add > Employee button.

Taxes

The Taxes wizard is accessed when a user first clicks on the Products > Taxes tab of the Management Console. The user will be greeted by a landing page, where they can proceed to tax creation for the prevailing tax rate.

Taxes Wizard, Landing Page

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Clicking the "Add Tax Rate" button will bring the user to the Products > Taxes page.

Taxes Wizard, Prevailing Tax Rate

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This screen allows users to enter their prevailing tax rate. Once complete, users can Click Save to save the prevailing rate. Users can also click the Advanced Tax Settings to be taken to the Taxes > Advanced Tax Settings page where they can configure tax groups, individual taxes, tax agencies, tax codes, and tax tables.

Products

The product creation wizard is accessed when a user first clicks on the Products tab of the Management Console. The user will be greeted by a landing page, where they can either proceed to product creation for individual products, or import their products using the "Bulk Product Import" link, which will take the user to the Products > Import/Export page.

Product Wizard, Landing Page

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Clicking the "Add Product" button will bring the user to the Products > Create New Products page.

Product Wizard, Create New Product Page

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This screen allows users to enter product details needed for immediate use readiness. This includes basic product details, basic inventory details, and product matrix details if applicable. Users can create categories, subcategories, classes and vendors in the corresponding fields. Once complete, users can Click Save & New to create a new product using the same wizard, or click Save & Close to be taken to the main product list page. Users can also click the Advanced Product Settings to be taken to the Product Details page for that product. This wizard is also how users enter product information after they click the + Add > Product button on the main product list page. Please note that this is different from the + Add > Product (Advanced) option. Selecting that option will take the use to the Advanced Product Settings page for a new product.

Users can configure Matrix Inventory attributes on the wizard as well. From the "Attribute Type" drop-down menu, select for the product to be a parent or child product. For parent products, select the two product attributes from the "Attribute Set" drop down menus. Users can also create a new attribute set using that field. Click the "Create new attribute set" option will open the "Create Attribute Set" window, where the user can name the set and define its values. Users can enter a display name for the attribute set to be displayed on the POS in the "Attribute Set Name" fields.

Product Wizard, Matrix Details, Parent Product Configuration

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Product Wizard, Matrix Parent Product New Attribute Set

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For child products, select "Child" from the "Attribute Type" drop-down menu. After defining the parent product from the corresponding drop-down menu, select the attributes for the child product.

Product Wizard, Matrix Details, Child Product

product_wizard_matrix_child.png

Receipts

The Receipt configuration wizard is accessed when a user first clicks on the Settings tab of the Management Console. This screen allows users to enter their print and email receipt logos, along with the top and bottom text that will be printed on the receipt. Once complete, users can Click Save to save the receipt configuration. Users can also click the Advanced Receipt Settings to be taken to the Settings / Receipt Settings page where they can configure more receipt options.

Receipts Configuration Wizard

receipts_wizard.png

Payments

For new Vantiv/Mercury and USAePay users, Revel has added a payment processor configuration wizard to the Settings > Payments page. The payment processing creation wizard is accessed when a user first clicks on the Settings / Payment tab of the Management Console. The user will be greeted by a landing page, which, along with the rest of the wizard, will be customized to either Vantiv/Mercury or USAePay.

Vantiv/Mercury Users

The Vantiv wizard is a one page set-up wizard. Users can attach their Vantiv Dealer Letter to the wizard, which will automatically apply the relevant information to the wizard's fields. Users can also enter their merchant number, web service password, hosted manual entry terminal ID, and hosted checkout password manually in the corresponding fields. If the users is unable to locate their Vantiv letter, the wizard features the "Unable to Locate Your Vantiv Letter?" help link that will provide the users with more information, as show in the image below. There is tip text available over the “hosted checkout password” section which has specific instructions on how to generate and save the hosted checkout password.
Payment Wizard, Vantiv/Mercury

payment_wizard_vantiv.png

USAePay Users

The USAePay wizard is a multiple page set-up wizard. On the landing page, the user will be prompted to continue with the set up by either creating a new account, or entering their existing account credentials.

Payments Wizard, USAePay Landing Page

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For users with existing accounts, they will need to enter their source key and password in the corresponding fields.
Payments Wizard, USAePay, Existing User Page

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For new account set up, the wizard will first prompt for the users merchant information.

Payments Wizard, USAePay, New User Set Up

Once the merchant information has been entered, the wizard will take the users to enter their processor’s Value Added Reseller (VAR) Sheet information. Users can select their processor from the drop-down menu on the page. The wizard will change the fields that need to be configured, depending on the processor selected.

USAePay Wizard, VAR Sheet Drop-Down

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If the user cannot locate the information they need to enter into the wizard, the tip text question mark icon will show the user exactly where to find that information on their VAR Sheet. If the user still has additional information, or was provided an incomplete VAR sheet, they should reach out to their payment processor and request the information in all of the populated fields. All of the VAR parameter fields are unique per processor and each of them are required.

USAePay Wizard, VAR Tip Text

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For EMS users at the enterprise level, Revel has added the ability to create Mass Purchase Orders (MPO) for multiple sites, in the event of a new product launch and/or a promotion. This feature functions as follows:

  • Upon signing into the Management Console, EMS users will now have access to the Inventory button located on the top panel. Selecting this option will take the user to the Inventory page, where they will see the "Mass Purchase Orders" option near the top of the screen.
    Mass Purchase Order Option

    Mass_Purchase_Order_Button.png

  • Selecting the "Mass Purchase Order" option will take the user to the Mass Purchase Order List, where they can initiate the MPO by selecting the "New Mass Purchase Order" button located in the upper right portion of the page.
    Create New MPO

    Create_New_MPO.png

  • This will open up a "Choose vendor" window, where the user may choose from a list of vendors associated with an enterprise.
    Choose vendor Window

    Choose_Vendor_MPO.png

  • After choosing a vendor, the user may then select the products that will be ordered from that vendor as well as the sites that the purchase order will be created at. Selecting Save in the upper right corner will confirm the MPO.
    Choose Products and/or Establishments

    Choose_Products_Estabs_MPO.png

    Note: Per site selected, it will be possible to denote the amount of a single or multiple products to be purchased in the PO. Each site will be able to have different amounts.

    Denoted Amount on MPO

    Denoted_Amount_MPO.png

  • Once the purchase order is finalized, the system will auto-generate the purchase order at each of the sites chosen, detailing the products to be procured. The individual site will then be able to pull up the purchase order, make any adjustments, and send this on to the vendor, accordingly.
    MPO at Individual Site

    Finalize_MPO.png

  • Permission to access the inventory tab in the EMS mode can be done using the "Mass Purchase Order" permission set on the Employees > Permissions > Management Console Permissions > Administrative Permission Sets, under the Inventory section in the Management Console.
    MPO Permission Set

    MPO_Permission_Set.png

  • Staff-Only
    • Establishment access to inventory is done on the Establishment > Access > Inventory page in the Management Console.
    MPO Establishment Inventory Access

    MPO_Inventory_Access.png

Revel has added the ability to set up multiple Price Tiers, giving users the flexibility to set up different prices for different promotions. Price Tiers can be useful when offering promotions that have different alternate prices; for example, Happy Hour on Thursdays and Special event prices on Labor Day weekend. Price Tiers may also be useful for users charging different prices to a special group of customers (wholesalers), or even under special circumstances, such as high flow pumps in fuel retail.

Examples of different Price Tier prices applied to a single product are:

  • Happy Hour Price: 5.99
  • VIP Price: 5.49
  • Reseller Price: 3.99
  • Special Event Price: 7.99

Users can then set up discounts that use the various Alt Prices:

  • A happy hour discount from 4 to 6 PM
  • A customer discount for VIPs
  • Another customer discount for Resellers

To use Price Tiers, the user will first create the Price Tier by navigating to Products > Price Tiers page in the Management Console, and inputting a name for the Price Tier.

Create a Price Tier

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Then, the user will navigate to a product's details page, where they will select the price tier from the "Tier" drop-down option, followed by inputting the price in the "Price" column, which will be charged if the Price Tier is invoked.

Set up Price Tier for a Product

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Then, the user will apply a Price Tier to a discount by navigating to Products > Discounts > Details (pencil icon) page in the Management Console. Inside the discount details page, the user will change the "Discount Type" drop-down option to Alt Price,which will then expose the Price Tier setting below. Using the Price Tier drop-down option, the user can select an appropriate Price Tier to use in the discount.

Apply Price Tier to a Discount

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Note: An Alternative Price acts as the default Price Tier. If the price tier isn't filled in for a product, it defaults back to the product price or the product alternate price, according to configuration.

On the POS, the user will then select the Product with the preconfigured Price Tier, followed by the appropriate discount from the Discounts window. The Price Tier will then be applied to the total, according to the discount configuration.

Price Tier on the POS

Price_Tier_POS.png

POS Dashboard and Settings

POS Dashboard

As part of its POS user interface updates, Revel has added the Dashboard screen to the POS. This is now the screen the user will see immediately upon logging into the POS, unless the user had previously logged out from the Orders screen – in this scenario, the user will then immediately see the Orders screen. Users can log out of the Dashboard screen using the icon in the lower right-hand corner that includes the user's name.

New POS Dashboard

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The new dashboard provides a graphic breakdown of product sales data from Management Console Reports, as well as quick links to the various features of the application. The Product Mix window gives a graphical view of product sales data. Users can customize the window to display by quantity sold, or pay profits, and display data based on Hourly Sales, Product Mix, Labor, and Sales Summary reports. Tapping the pos_dashboard_product_mix_options_icon.png icon will open the display options for the window as shown in the image below.

POS Dashboard, Sales Summary Report - Display Options

new_pos_dashboard_sales_summary.png

Tapping on certain buttons, such as "New Order" or "Delivery Management" will take users away from the Dashboard to respective screen of that button. Other buttons, such as "Customers" and "Inventory" will bring up management windows (Manage Customers and Inventory Management in this case) but still keep users on the Dashboard screen. Buttons such as "Reports", "Orders", "Return", "Gift Cards", etc. will bring up overlay windows on the Dashboard screen, as shown in the image below.

POS Dashboard, Reports Overlay Window

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The table below describes the aspects of the Dashboard screen.

ELEMENT DESCRIPTION
Customers Opens the Manage Customers pop-up window.
Timeclock Allows the user to clock in or clock out employees. Tapping the icon prompts the user to enter the desired employee PIN (or their own) and then access clock in/out options.
Reports Opens the Financials overlay window. Use this window to email/print Daily Cash Log, Daily Payment Summary, Payment Log, and Sales Report. Tapping on the "Payment Log" and "Sales Report" options will bring up configuration options for those reports, within the same overlay window. Users can also generate and view the Sales Report within the same overlay window.
Inventory Opens the Inventory Management pop-up window.
Product Setup Brings the user to the Manage Item Mode screen.
Settings Brings the user to the Settings screen.
Product Mix This window gives a graphical view of product sales data. As described above, users can customize the window display by quantity sold, or pay profits, and display data based on Hourly Sales, Product Mix, Labor, and Sales Summary reports.
Clocked in Bar - View Timecards This window displays the number of current employees clocked in. Tapping the "View Timecards" brings the user to the Time Management screen.
Operations - Tills Opens the Tills overlay window, where users can view currently configured tills, open new virtual tills, and access till options.
Operations - Payments Waiting to Batch Brings the user to the Batch Process screen.
Operations - Declined Payments Brings the user to the Declined Payments screen.
Operations - Offline Payments Brings the user to the Offline Payments screen.
Operations - Tips Opens the Today's Declared Tips pop-up window, where users can view and add tips.
Operations - End of Day Process Tapping this option initiates the End of Day Process, and brings the user to those screens.
Orders Opens the Orders overlay window. Tapping the top of that window will bring up the Find Orders option within the same overlay window.
New Order Brings the user to the main Order screen to enter a new order.
Tables Brings the user to the Table Management screen.
Catering Opens the Catering Delivery pop-up window.
Delivery Management Brings the user to the Delivery Console screens.
Appointments Brings the user to the Appointment Book screen.
Invoices Opens the Outstanding Invoices pop-up window.
Shipping Brings the user to the Shipping Orders screen.
POS Settings

The POS settings page has been enhanced for usability. POS settings can now be accessed directly from the new Dashboard page, upon logging in. Tapping that gearwheel will take the user to the new Settings section of the POS.

POS Settings Button

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The initial landing page for this section is the "About" section. This section provides details on the iPad system, as well as configured peripheral devices.

POS Settings Page, About Section

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The "Stations" section lists the active POS stations in the network. Main and Child stations will be listed as such.

POS Settings, Stations Section

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The "Menu" section allows users to choose which menu they would like to display (custom, default, or manual), select the product box font size, and chose the theme color scheme for the POS.

POS Settings, Menu Section

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The "Printers" section gives users access to configured printer settings. The page lists the configured printers available to the POS, allows users to change font size, and allows users to redirect a printer to a different one.

POS Settings, Printers Section

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The "Cash Drawers & Tills" section gives users access to settings that enable multiple cash drawer, settings that give employees access to cash drawers, and list the tills that are set in the POS. Tapping on a configured till will bring users to a screen that allows them to reassign the till to another employee.

POS Settings, Cash Drawer and Tills Section

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The "Payment" section gives users access to settings that can change the following values:

SETTING DESCRIPTION
Accept Offline Credit Cards Allows the POS to accept credit card payments while in offline mode.
Max Amount for Offline Payment Set the maximum amount allowed for individual offline payments.
Total offline payments may not exceed Set the total value that cannot be exceed for the all payments processed while the POS is in offline mode.
Total declined payments may not exceed Set the total value that cannot be exceed for the all declined payments.
Card Swipe Type Non-interactive setting, displays the current credit card swipe type, as configured on the Management Console.
Credit Card Connection Timeouts (seconds) Sets the timeout time for processing credit card payments. Do not change this setting unless instructed by a Revel Support Agent.
Override Prevailing Tax Allows the POS to override the configured prevailing tax on orders.
Auto-Logout when 'Done' Automatically logs the user out of the POS after an order is taken, paid for, and the "Done" bottom is tapped.
POS Settings, Payments Section

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The "Access" section allows managers to restrict access to the POS station, require employees to clock in to access the POS, or save clock in photos to the iPads Photo Library.

POS Settings, Access Section

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The "Training Mode" section allows users to enable training mode on the POS.

POS Settings, Training Mode

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The "Network Sync" section contains settings to enable "Check Network", and establish the number of sync retries. Do not change these settings unless instructed by a Revel Support Agent. Users may also check sync statues from here and access the sync log for each aspect of the POS.

POS Settings, Network Sync Settings

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The "Support" section allows the user to enable troubleshoot mode and upload log data to the server.

POS Settings, Support Section

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POS Customers

As part of Revel's ongoing efforts to create a modernized user interface, Revel has updated the Customers screens on the POS.

The changes include the following:

  • The customer creation screen can now be accessed by tapping the "Customers" button on the Dashboard. This will open up a new Customers overlay window
    Customer Overlay Window

    Customer_Overlay.png

  • Tapping + Add New at the top will allow the user to create a new customer record. After filling out customer details, the user can tap Save to add the record to the existing CRM list.
    Add New Customer

    Add_New_Customer.png

  • Tapping on an existing customer record will allow the user to edit the record and including any House Account payments and or outstanding invoices. Users can also add gift cards to the record on this screen. Tapping the pos_customer_info_icon.png icon allows the user to lookup the customer's past orders.
    Edit Customer Details or View Past Orders

    Edit_Customer.png

  • On the Orders Screen, tapping the customers icon in the upper left corner will allow the user to add a new/existing customer to the order. Once a customer is added to the order, tapping the customer icon again will allow the user to view the customers past orders, remove the customer, or edit the customer record.
    Add Customer to Order

    Add_Customer_Order.png

  • Tapping the Customers icon > Call Names tab will allow the user to add a customer call name to the order.
    Add Customer Call Name

    Add_Customer_Call_Name.png

Gift Cards, Reward Cards, and Store Credit

As part of Revel's ongoing efforts to create a modernized user interface, Revel has updated the Gift Cards, Rewards Cards, and Store Credit screens on the POS.

The changes include the following:

  • The Gift Cards, Rewards Cards, and Store Credit access buttons have been added to the Dashboard screen. Tapping the buttons will prompt the users to either scan a card or enter a rewards/gift/store credit number manually.
    Dashboard Screen - Gifts, Rewards, and Store Credit Buttons

    pos_revamp_gift_card_dash_buttons.png

    Revel has simplified the gift/reward number creation process. Rather than ask ahead of time whether users want to create or edit, the POS now only prompts users to input the card number. If the number exists, the POS displays the value and give the user the option to manage the account (subject to settings/permissions). If it doesn't exist, the POS prompts the user to create a new card (subject to settings/permissions).

    New Gift Card Create Prompt

    pos_revamp_gift_card_create_prompt.png

    Once the users taps the Create button, the "Gift Card Window" will open, allowing them to add value to the card, and link it to a customer.

    Create New Card Window, Add Value.
    pos_revamp_gift_card_add_value_and_customer.png

    The following image displays the new interface when applying to rewards to orders on the Orders screen.

    Apply Rewards - Orders Screen

    rewards_available_rewards.png

Orders and Payments

POS Orders

As part of Revel's ongoing efforts to create a modernized user interface, Revel has updated the Orders, Orders Popover, and Checkout (Payments) screens on the POS.

The changes include the following:

  • The Orders screen can be accessed by tapping the "New Orders" button on the Dashboard. The changes to the Orders screen include the following:
    • Redesigned Order screen header
      • Tapping the "New Order" option at the top of the header will open up a drop-down list, allowing the user to do one of the following: create an order, create an invoice, or perform a return.
        Order Screen Header

        Order_Screen_Header.png

      • Tapping the "Order" or "Invoice" option from the drop-down list will initiate the order creation process. An order number will appear at the top of the header. After adding an item to the order, tapping the ellipsis icon will open up the Actions window, allowing the user to perform one of several functions
        Order Screen Ellipsis Icon

        Order_Screen_Eclipse.png

      • If multiple items have been added to the order, selecting an action from the Actions window will allow the user to apply that particular action to one or several of the items
        Select Items to Affect

        Select_Items_To_Affect.png

      • Tapping the "Return" option from the drop-down list will open up the Return window, allowing the user to lookup an item by entering an Order ID or scanning a receipt barcode. For receiptless returns, the user can tap "No Receipt"
        Return Window

        Return_Window.png

  • The Orders window, accessed by tapping the "Orders" button on the POS, is now an overlay window. Order search results are now displayed in this window. Users can use the search bar to search for orders by ID or customers, or scroll down on the window to expose option for managing orders, advanced search, and sorting preferences. Scrolling down also exposes buttons to access the Delivery Management Catering Management, Shipping, Manage Orders, Advanced Search, andSort Preferences screens.
    New Orders Screen and Overlay Window, Scroll

    Orders_Popover_Options.png

  • Tap the "Manage Orders" button to access options to transfer orders and close all open orders. Tapping the "Transfer Orders" option will open the Transfer Orders screen.
    Order Overlay, Manage Orders

    orders_overlay_manage_orders.png

  • Tap the "Advanced Search" button to access options to search by Order ID, Credit Card, Date Range, and Serial Number.
    Orders Overlay, Advanced Search Options

    date_range_order_overlay2.png

  • Tap "Sort Preferences" to access options that change the display of order search results. Tapping the option will display that data first in the search results. Users can select for the following:
    • Customer Name
    • Date Opened
    • Employee Name
    • Order ID
    • Order Total
    • Order Type
    Orders Overlay, Sort Preferences

    Orders_Overlay_Sort_Pref.png

  • Once selected, the sort preference will be reflected in the main overlay window, as shown in the image below.
    Orders Overlay with Sorting Preference

    orders_overlay_sort_preferences2.png

  • The Date Range picking tool has been added to the new Orders overlay menu on the POS. User can use this to look up past orders based within a specified date range. To access the option:
    1. Tap the Orders button on either the Dashboard or main Orders screen to access the overlay menu.
    2. Scroll down on the overlay menu to expose searching and managing options and tap the Advanced Search option.

      date_range_order_overlay1.png

    3. Tap the Search by Date Range option to expose the date range picker.

      date_range_order_overlay2.png

    4. Use the scroll to pick the desired order date range and tap Search.

      date_range_order_overlay3.png

    5. The search results will display in the overlay window.

      date_range_order_overlay4.png

POS Payments Screen
  • The new Checkout (Payment) window will now be displayed when tapping the "Pay" button on the Orders Screen. The Checkout screen will provide a breakdown of all, if any, adjustments made to the order, along with the balance due, on the left-hand side of the screen. All supported payment actions will be available in the lower left side of the Checkout window as well.
    Payment (Checkout) Screen

    Checkout_Screen.png

  • The Checkout window will also support currency conversion with the corresponding currency symbol.
    Currency Conversion on the Payment Screen

    Checkout_Screen_Currency_Conversion.png

Batch Process

  • As part of Revel's ongoing efforts to create a modernized user interface, Revel has updated the "Batch Process", "Declined Payments", and "Offline Payment" screens under Settings > Manager Settings on the POS. Some of the changes to the user experience can be seen in the images below:
    Batch Process screen for FirstData

    Batch_Process_First_Data.png

    Batch Process screen for Moneris

    Batch_Process_Moneris.png

    Batch Process screen for FreedomPay

    FreedomPay_Batch_Process.png

Time Management

  • As part of Revel's ongoing efforts to create a modernized user interface, Revel has updated the "Time Management" screens on the POS. The changes include the following:
    • Rows will remain together if they are for the same shift.
    • Grouped shifts into sections depending on current status (Clocked in, On Break, Clocked Out).
    • Display amount of time an employee has been clocked in
    • Secondary "Table" view accessed by tapping the list icon in the upper right corner
    Some of the changes to the user experience can be seen in the images below.
    Time Management Updated UI

    Time_Manag_UI.png

    "Sort by" Filter on Time Management Screen

    Time_Manag_UI_1.png

    Table View - Time Management Screen

    Secondary_View_Time_Management.png

Revel has redesigned the Sales Summary Report so data, particularly Liability data, is more easily usable/digestible. The changes to the report include the following:

  • Nested Sales Summary data using collapsible | expandable rows
  • Inclusions information under the filtering option now contains tip text
  • Reorganized data that affects liabilities by creating a section dedicated strictly to Liabilities; this will ensure that the following activity is represented more accurately:
    • House Accounts - Payments Against HA are matched by Total Payments, while the Payments with HA are matched by Net Sales
    • Gift Cards - Sold Value is matched by Total Payments, while Redeemed Value is matched by Net Sales
    • Store Credit - Accrued is matched by Total Payments, while Redeemed Value is matched by Net Sales -
    • Deposits - Deposited Payments are matched by Total Payments, while Applied Deposits are matched by Net Sales

      The labels above are now click-able links, which if/when selected, will take the user to their respective details

    Note: The Liabilities column will include the total activity affecting liabilities, both activities that increase liabilities (including the sale of gift cards or the taking of a deposit on an invoice) and activities that decrease liabilities (including the use of gift cards, or payments against house accounts)
  • Created a Tills Transactions section on the right side of the report to organize data that accounts for Payins, Payouts, and Safe Drops
  • Changed the Cash Due House section label to Cash Due (for clarity), with the following options, according to report settings:
    • Non-Cash tips
    • Cash payments
    • Pay-ins/Payouts
  • Changes to the report will be reflected on the PDF export.
    Redesigned Sales Summary Report

    New_Sales_Summary_Report_Top.png

    New_Sales_Summary_Report.png

Note: The redesigned Sales Summary Report affects the Liabilities and Payments sections in the Operations Report. Revel has now moved Applied Deposits, House Account Payments, Gift/Store Credit Payments out of the Payment section of the Operations Report and placed them into the Liabilities table.

Payments and Liabilities in the Operations Report

Liabilities_Operations_Report.png

The Payment Summary Report has been updated to reflect the changes made to the Sales Summary Report.

  • The "Total Payments" line has been changed to "Total Tender Payments". This line reflects the same data as the "Total Payments" from the Sales Summary Report.
  • Revel has reorganized data that affects liability by creating a section dedicated strictly to Liabilities; this will ensure that the following activity is represented more accurately. These are payments that close out orders but are found in liabilities:
    • Gift Cards
    • Store Credit
    • House Accounts
    • Applies Deposits
  • Users can filter the report by Tender payments and Liability payments
  • The tips section is slightly edited to be inclusive and users can select to include tips with totals from the Filters menu.
  • The "Total Tips" line has been renamed "Total Payable Tips". This is the total amount of tips from all payments types that are payable to employees.
  • The "Liability Tips" line has been added. This reflects the total amount of tips from liability payments, including gift cards, house accounts and applied deposits.
  • The "Deposit Tips" line has been added. This reflects the total tips made as deposits on invoices. These tips will become payable tips when the invoice is turned into an order.

The image below highlights the enhancements to the report.

Updated Payment Summary Report

payment_summary_report_liabilities.png

Traditionally Revel has only supported refunds against existing payments. This limited our customers' ability to refund money in situations where there was no payment, such as receiptless returns, or where the payment could not be refunded because it was taken on a 3rd party system. In 2.31, Revel has introduced card present refunds and cash backs and entirely redesigned its refund flows in cases where there is a negative balance due.

Revel has added the "Enable card-present refunds" and "Enable Cash Backs" settings to the Settings / Payments page:

  • Enable Card-Present Refunds – Activates the credit tender button in cases where payments exceed sales on a transaction such as exchanges or returns. Tapping the credit button will prompt for a card swipe for a card-present refund for up to the amount of the excess payment. Only available for FreedomPay, Vantiv (including triPOS), Mercury, and USAePay Payments.
  • Enable Cash Backs – Activates the cash tender button in cases where payments exceed sales on an order such as exchanges. Pressing the cash button will create a cash refund payment for up to the amount of the excess payment.
    New Card-Present Refund and Cash Back Settings

    Chargebacks_Cashbacks_Settings.png

Furthermore, Revel has added the following sub-settings under the "Enable card-present refunds" and "Enable Cash Backs" settings on the Settings > Payments page, so that the user can define and control the situations where a charge back or a cash back is to be used.

  • In store returns (useful for older orders when the user cannot process a refund against the original transaction)
  • Receiptless returns (only available if the establishment supports the functionality)
  • Exchanges
  • Cross Store Returns (only available if the establishment supports the functionality)

The following Return Types options now support more payment types:

  • Receiptless returns
    • Store credit/gift card according to setting on Receiptless return
    • Cash back according to payment setting
    • Card Present refunds according to payment setting and availability of card present refunds
  • Exchanges
    • Store Credit/Gift Card always
    • Cash back according to payment setting (new)
    • Card present refunds according to payment setting (new)
  • Returns
    • In-kind refunds always
    • Store Credit/Gift Card always
    • Cash back according to payment setting (new)
    • Card present refunds according to payment setting (new)
  • Cross Store Returns
    • In-kind refunds - Available for everything *except* credit payments – Credit refunds shall be handled by Card Present Refunds.
    • Store Credit/Gift Card always
    • Cash Back according to payment setting
    • Card present refunds according to payment setting

Please note that Revel has moved the "Cash" option as a tender type from under the Receiptless Returns section to the Payments section in the Settings page, leaving "Store Credit" as the only tender type. The "Store Credit" setting will be enabled by default if receiptless returns are enabled. If the "Store Credit" tender type is enabled, the user will be able to add store credit, gift card or other products to the return transaction. If the user wishes to offer charge backs or cash backs for receiptless returns, the user must enable them under the Payments section.

Receiptless Return Settings

Receiptless_Return_Settings.png

The new cash back feature has allowed Revel to improve its handling of cash refunds on receiptless returns. Previously, receiptless returns for cash were reported as till payouts. Now, Revel creates a new order with a negative payment to accurately report the returned payment and its impact on effective sales and taxes.

Revel now supports the ability to configure multiple discounts against a single object, like an order or an item. There are now three types of discounts configurations for stacking:

  1. Competitive discounts - These are standard discounts. They compete with each other. Users can only apply one competitive discount to an object.
  2. Stackable discounts - This are discounts that can be assessed against objects that already have discounts on them. They do not compete. Stackable discounts can only be Flat discounts or Percent discounts. They cannot be reprice or alt price discounts. They can use volume rules.
  3. Competitive not stacked - These discounts are the only discount on the object. They are the exception to the new stacking feature.

For each of the following types of competitive discounts, the stacking feature behaves as follows:

  • Flat discount - The stacked discount goes against the original item price. In other words, a $100.00 item with $5.00 off (competitive) and 10% off (stacked), shall cost $85.00.
  • Percent discount - The stacked discount goes against the original item price. In other words, a $100.00 item with $15% off (competitive) and 10% off (stacked), shall cost $75.00.
  • Reprice/Alt-price - The stacked discount goes against the Reprice/Alt-price amount. In other words, a $100.00 item repriced to $80.00 and 10% off (stacked), shall cost $72.00.
  • Combo discounts - The stacked discount only goes against the Combo reprice amount. It does not go against each item in the combo. This is the only exception to how stacking works against other discounts (assuming those discounts don't exclude stacking).

Stackable discounts are configured on the Products > Discounts > Discount Details page, using the new "Stackable Discount Type" drop down menu.

Stackable Discount Type Setting

stackable_discount_setting_disc_details.png

The image below displays stacked discounts as they appear on the POS.

Stacked Discounts on the POS

Stackable_Discount_POS.png

The image below shows stacked discounts as they appear on receipts.

Stacked Discounts on Receipts

stacked_receipt.png

Revel has added Store and Forward (SAF) for the Vantiv triPOS EMV payment integration. SAF will now be supported via the triPOS SDK and will allow the user to perform the following actions on the POS in offline mode:

  • Capture on swipe
  • Manual credit (performed on the pin-pad), but manual credit entry on the POS is not supported
  • Tips (Done on the POS after completing pin-pad transaction)
  • Split bill
  • Void/Refund (Physical credit card not needed)
  • Partial Void/Refund
  • Gift & Reward Loyalty transactions
  • Swiped (Chip CC will be asked to insert), EMV insert, Contactless
  • Signature on POS screen

Note: In a full sync environment, each POS station is responsible for syncing its own offline payments. Offline payments CANNOT be processed through the main terminal; they must be processed through each iPad.

Revel now supports a unique voucher payment type that can be configured with fixed payment values, as certain countries like France and Singapore offer predefined vouchers for lunches or malls.

On the Management Console, The Vouchers section has been added to the Settings / Payments page, where users can configure their voucher payments to be accepted by the POS. Users can create multiple voucher types. In the Settings / Receipts section, the "Voucher Receipt Print" option has been added, allowing users to configure the printing of receipts for vouchers. If the "Prompt" option is selected, then the POS will display a prompt with three options: Print, Email, or No Receipt.

Voucher Payment Settings

voucher_payment_settings.png

The following table describes the settings displayed on this page:

Voucher Payment Settings
SETTING DESCRIPTION
Enable Vouchers Enables voucher payments on the POS. This is disabled by default.
Voucher Payments Must Be First Payment When enabled, in cases of multiple payments types, this setting requires that the voucher must be the first payment taken by the POS before others. This is enabled by default.
Vouchers - Name The name of the voucher that will appear on the POS, receipts and reports.
Vouchers - Denominations Defines the denomination values that the voucher comes in, separated by commas.
Vouchers - Open Value Enables the support for vouchers of any denomination. This is disabled by default.
Vouchers - Business Keeps Overage If checked, when the amount of the voucher exceeds the value of balance due, the business keeps the overage amount, instead of returning change to the customer. This primarily affects how the voucher is displayed on reporting. This is enabled by default.
Vouchers - Overage Label Defines the label that will be displayed on receipts if the voucher amount exceeds the amount due, when the business does not keep the overage.
Vouchers - Limit Subsequent Payment Types Drop down menu - defines which other payment types can be used with the voucher.
Vouchers - Capture ID Enables the capture of a transaction ID with each voucher. This is enabled by default.
Limit to Product Groups Limit the products to which a voucher may be applied. Select whether the attached product group(s) are a blacklist (the voucher cannot be applied to these product(s) or a whitelist (the voucher may be applied only to these products).
Product Groups Input the black or white listed product groups.
Vouchers - Active If checked, the corresponding voucher is considered active and will be supported on the POS. This is enabled by default.

Once vouchers have been enabled on the Management Console, a new "Voucher" payment button will be selectable on the POS. If the "Voucher Payments Must Be First Payment" option is enabled, then this button will only be active if there are no other non-refunded payments on the order.

Voucher Payment Button

voucher_payment_button_pos.png

Tapping the "Voucher" button will bring up a list of Named Vouchers. Selecting a named voucher will, in turn, bring up a list of denominations. After the denomination is selected or entered a screen will appear to input the voucher ID.

Choose Voucher Screen

POS-choose-voucher1.png

Voucher ID Screen

POS-voucher-id.png

If the Voucher limits subsequent payments, those payment types will be greyed out after accepting the voucher, unless the voucher is refunded. On printed receipts, the voucher payment is labeled as DenominationVoucher NameVoucher.

Voucher Receipt

POS-voucher-receipt.png

Reports

On the Management Console, when vouchers are enabled,"Voucher" sections will be displayed in the Sales Summary, Operations, and Payment Summary Report s. On the Sales Summary Report voucher payments will be listed under the "Payments" section. On the Operations Report voucher payments will have their own line in the "Payments" section. On the Payment Summary Report voucher payments will have their own line.

On all three reports, the Vouchers line will be hyper-linked to a new Voucher Details Report which gives detailed views for each configured voucher type that was accepted as a payment. The report can be filtered by date and exported or printed.

Voucher Payments, Sales Summary Report

voucher-backend-sales-summary.png

Voucher Payments, Operations Report

vouchers-backend-operations.png

Voucher Payments, Payment Summary Report

vouchers-backend-payment-summary.png

Voucher Details Report

backend-voucher-details-report.png

On the POS, voucher details can be selected to be included on the Employee Sales Summary Report print outs from two locations: from the "Sales Summary" option for in the main settings drop down menu, or from the Settings > Manager Settings > Financials page.

Sales Summary Voucher Details, Main Settings

voucher-pos-sales-summary-main-settings.png

New Features for Restaurants

For Third Party API users, Revel has added API Developer Support. To configure this feature, staff-only users may navigate to the Third Party API / Developer API Support section on the Settings page in the Management Console, and enable the "Enable API Support" setting. Then, using the "Upfront Minutes" and "Monthly Minutes" settings, staff-only users may allocate minutes (120 total minutes), which may be needed to resolve an API support ticket before a client is billed . Clients/Partners are allowed a specific amount of minutes for the month; for example, 120 minutes before he or she is billed. If the time it takes for the API Engineer to find a resolution goes beyond the 120 minutes, the client will be charged and billed for the extra time. Disabling the billing setting will not charge or bill the client/partner after the designated time has elapsed.

API Support Settings (Staff-Only)

3rd_Party_API.png

After the API Support setting is enabled, clients/partners can reach the API support request form by clicking the Need Help? button at the top of screen, followed by the "Developer Support" link under the Quick Links section on the right-hand side of the page.

API Developer Support Link

Developer_Support_Link.png

Here, they may input their information using the fields provided, including the topic of their request, their name, email address, and finally, their API support request itself. Additionally, they may use any one of the links provided on the right-hand side of the screen, under the API Documentation section for immediate support.

API Request Form

API_Request_Form.png

Once an API support ticket is submitted, the "API Developer Support" page will be updated with the time remaining for the current month. An API support engineer will be responsible for calculating minutes taken in Zendesk to seek a resolution. If the client/partner goes over the allocated time, an email will be sent to billing/business development department informing them of the overage. After the month is over, the hours will then reset.

API Request Form Status

API_Request_Form_Status.png

To assist in managing inventory by a variety of stock units, Revel now supports Barcodes on Stock Units. Revel has made the following changes to the Products/Ingredients page, under the Inventory section:

  • Added barcodes to stock units. These are optional, but must be unique against all other barcodes, including product barcodes.
  • Added a "Unit" column after the conversion factor. This shall default to the Inventory tracking unit, but can be changed to any other existing stock unit for the product/ingredient.
    Stock Unit Barcodes

    Stock_Unit_Barcodes.png

Changes in the Management Console:

  • On the Products / Ingredients page, it is now possible to search for products/ingredients in the inventory list pages by stock unit barcodes.
  • On the Vendors page, when attaching products/ingredients, it is now possible to search by stock unit barcodes.
  • On the Purchase Orders page, when creating a purchase order, it is now possible to search by stock unit barcodes. Searching for a product by its barcode stock unit will add it to the purchase order, but will ignore the stock unit if there is a reorder unit associated with the vendor. If there is no reorder unit, Revel will use the scanned stock unit.
  • On the Reorder page, when creating a reorder, it is now possible to search by stock unit barcodes. If there is no reorder unit associated with the vendor, Revel will use the scanned stock unit.
  • On the RMAs page, when creating an RMA, it is now possible to search by stock unit barcodes. Searching by stock unit will place the item onto the RMA using the scanned stock unit.
  • On the Transfer page, when creating a transfer, it is now possible to search by stock unit barcodes. Searching by the stock unit will place the item onto the transfer using the scanned stock unit.
  • On the Inventory Summary/Log reports, it is now possible to search by the stock unit barcode.

Changes on the iPad POS:

  • It is now possible to scan a stock unit barcode in order to add the item to the order. It will add it in the appropriate quantity using the conversion factor(s).
  • Manage Item Mode - It is now possible to search using the stock unit barcode.
  • Inventory Management - It is now possible to identify the product via stock unit barcode. Revel will display the resulting product using the scanned stock unit (quantity, cost according to that unit. Defaults for Receive, Actual and Damage will also be according the scanned stock unit). However, Revel will not update price; the price will remain according to Inventory Tracking Unit.
  • Inventory App - when performing a Physical Inventory, scanning a stock unit code will add the appropriate quantity to the count.

Revel has added the ability to allow cashiers to reconcile their till, associated with the specific shift they work at a single terminal. Revel has added a "Manage Operations by Shift" checkbox to the Settings page, under the Advanced Pos Settings / Shift Management section in the Management Console. Enabling this box will expose the "End of Shift Process" (EOS) option, which if selected, will further expose a list of predefined steps and report preferences for the EOS process.

End of Shift Process Settings

EOS_Settings.png

A user can now printout a Shift Summary Report when the last shift of the day is closed, which will summarize all activity form the beginning of the day. This feature will function on the POS as follows:

  • When it is time for the cashier to close their shift, they will select the “Tills” option on the Main Menu

    Tills_Buton+.png

  • If the “End of Shift Process” is NOT enabled for the store:
    • When “Tills” is selected, the “Till Management-Checkout” pop-up window will be displayed
    • The cashier will enter the amount in the till and click “DONE”, which will optionally display the checkout summary, per Revel's current functionality
    • After clicking "Submit", a confirmation message will appear indicating the shift is closed and the time / date
    • The shift will be considered “Closed” and a new shift can be opened by selecting “Tills” from the pull-down menu
  • If the "End of Shift Process" is enabled for the store, (depending on the predefined steps/report preferences):
    • When Tills is tapped, the cashier will then select a desired till to reconcile
    • The cashier will tap the End Shift option on the overlay screen
      End Shift Button

    EOS_Button.png

  • The cashier will reconcile any payments, as needed
    End Shift Screen

    End_Shift_Screen+.png

  • The cashier will make any adjustments, as needed. They will then have the option to print a summary of the EOS report on the Checkout Summary window. The cashier can finish the EOS process by tapping Submit

    Checkout_Summary.png

Employees

The product creation wizard is accessed when a user first clicks on the Employees tab of the Management Console. The user will be greeted by a landing page, where they can either proceed to employee creation for individual employees, or import their employees using the "Bulk Product Import" link, which will take the user to the Employees > Import/Export page.

Employee Wizard, Landing Page
employee_wizard_landing_page.png

Clicking the "Add Employee" button will bring the user to the Employee > Create New Employee page.

Employee Wizard, Create Employee

employee_wizard_create_employee.png

This screen allows users to enter employee details needed for immediate use readiness. This includes name, email address, and phone number. The wizard will automatically apply the start date as the current date. In the POS Permissions section, users can assign the employee and initial role, starting wage, and POS login PIN. Clicking the "Generate" link will prompt the wizard generate and employee POS PIN. Once complete, users can Click Save & New to create a new employee using the same wizard, or click Save & Close to be taken to the main Employee list page. Users can also click the Advanced Employee Settings to be taken to the Employee Details page for that product. This wizard is also how users enter employee information after they click the + Add > Employee button.

Payments

For new Vantiv/Mercury and USAePay users, Revel has added a payment processor configuration wizard to the Settings > Payments page. The payment processing creation wizard is accessed when a user first clicks on the Settings / Payment tab of the Management Console. The user will be greeted by a landing page, which, along with the rest of the wizard, will be customized to either Vantiv/Mercury or USAePay.

Vantiv/Mercury Users

The Vantiv wizard is a one page set-up wizard. Users can attach their Vantiv PDF letter to the wizard, which will automatically apply the relevant information to the wizard's fields. Users can also enter their merchant number, web service password, hosted manual entry terminal ID, and hosted checkout password manually in the corresponding fields. If the users is unable to locate their Vantiv letter, the wizard features the "Unable to Locate Your Vantiv Letter?" help link that will provide the users with more information, as show in the image below.

Payment Wizard, Vantiv/Mercury

payment_wizard_vantiv.png

USAePay Users

The USAePay wizard is a multiple page set-up wizard. On the landing page, the user will be prompted to continue with the set up by either creating a new account, or entering their existing account credentials.

Payments Wizard, USAePay Landing Page

payments_wizard_usaepay_landing_page.png

For users with existing accounts, they will need to enter API information in the corresponding fields.

Payments Wizard, USAePay, Existing User Page

payment_wizard_usaepay_current_user.png

For new account set up, the wizard will first prompt for the users merchant information.

Payments Wizard, USAePay, New User Set Up

Once the merchant information has been entered, the wizard will take the users to enter their Value Added Reseller (VAR) Sheet information. Users can select their VAR sheet type from the drop-down menu on the page. The wizard will change the fields that need to be configured, depending on the VAR selected

USAePay Wizard, VAR Sheet Drop-Down

payment_wizard_usaepay_new_user_var_dropdown.png

If the user cannot located the information they need to enter into the wizard, the tip text question mark icon will show the user exactly where to find that information on their VAR Sheet.

USAePay Wizard, VAR Tip Text

payment_wizard_usaepay_new_user_var_tip_text.png

Products

The product creation wizard is accessed when a user first clicks on the Products tab of the Management Console. The user will be greeted by a landing page, where they can either proceed to product creation for individual products, or import their products using the "Bulk Product Import" link, which will take the user to the Products > Import/Export page.

Product Wizard, Landing Page

product_wizard_landing_page.png

Clicking the "Add Product" button will bring the user to the Products > Create New Products page.

Product Wizard, Create New Product Page

product_wizard_product_create.png

This screen allows users to enter product details needed for immediate use readiness. This includes basic product details, basic inventory details, and product matrix details if applicable. Users can create categories, subcategories, classes and vendors in the corresponding fields. Once complete, users can Click Save & New to create a new product using the same wizard, or click Save & Close to be taken to the main product list page. Users can also click the Advanced Product Settings to be taken to the Product Details page for that product. This wizard is also how users enter product information after they click the Add > Product button on the main product list page.

Users can configure Matrix Inventory attributes on the wizard as well. From the "Attribute Type" drop-down menu, select for the product to be a parent or child product. For parent products, select the two product attributes from the "Attribute Set" drop down menus. Users can also create a new attribute set using that field. Click the "Create new attribute set" option will open the "Create Attribute Set" window, where the user can name the set and define its values. Users can enter a display name for the attribute set to be displayed on the POS in the "Attribute Set Name" fields.

Product Wizard, Matrix Details, Parent Product Configuration

product_wizard_matrix_parent.png

Product Wizard, Matrix Parent Product New Attribute Set

product_wizard_matrix_parent_new_attribute.png

For child products, select "Child" from the "Attribute Type" drop-down menu. After defining the parent product from the corresponding drop-down menu, select the attributes for the child product.

Product Wizard, Matrix Details, Child Product

product_wizard_matrix_child.png

Receipts

The Receipt configuration wizard is accessed when a user first clicks on the Settings tab of the Management Console. This screen allows users to enter their print and email receipt logos, along with the top and bottom text that will be printed on the receipt. Once complete, users can Click Save to save the receipt configuration. Users can also click the Advanced Receipt Settings to be taken to the Settings / Receipt Settings page where they can configure more receipt options.

Receipts Configuration Wizard

receipts_wizard.png

Taxes

The Taxes wizard is accessed when a user first clicks on the Products > Taxes tab of the Management Console. The user will be greeted by a landing page, where they can proceed to tax creation for the prevailing tax rate.

Taxes Wizard, Landing Page

taxes_wizards_landing_page.png

Clicking the "Add Product" button will bring the user to the Products > Create New Products page.

Taxes Wizard, Prevailing Tax Rate

taxes_wizards_prevailing_tax_rate.png

This screen allows users to enter their prevailing tax rate. Once complete, users can Click Save to save the prevailing rate. Users can also click the Advanced Tax Settings to be taken to the Taxes > Advanced Tax Settings page where they can configure tax groups, individual taxes, tax agencies, tax codes, and a tax tables.

Revel has added the ability to set up multiple Price Tiers, allowing users the flexibility to set up different prices for different promotions. Price Tiers can be useful when offering promotions that have different alternate prices; for example, Happy Hour on Thursdays, Special event prices on Labor Day weekend. Price Tiers may also be useful for users charging different prices to a special group of customers (wholesalers), or even under special circumstances, such as high flow pumps in fuel retail.

Price Tier examples:

  • Happy Hour Price: 5.99
  • VIP Price: 5.49
  • Reseller Price: 3.99
  • Special Event Price: 7.99

Users can then set up discounts that use the various Alt Prices:

  • A happy hour discount from 4 to 6 PM
  • A customer discount for VIPs
  • Another customer discount for Resellers

To setup Price Tiers, first, the user will navigate to Products > Price Tiers page in the Management Console, and input a name for the Price Tier.

Create a Price Tier

Price_Tier_Setup.png

Then, the user will navigate to a product's details page, where they will select the price tier from the "Tier" drop-down option, followed by inputting a desired value in the "Price" column, which will be charged if the Price Tier is invoked.

Set up Price Tier for a Product

Price_Tier_Product.png

Then, the user will apply a Price Tier to a discount by navigating to Products > Discounts > Details (pencil icon) page in the Management Console. Inside the discount details page, the user will change the "Discount Type" drop-down option to Alt Price,which will then expose the Price Tier setting below. Using the Price Tier drop-down option, the user can select an appropriate Price Tier to apply to the discount.

Apply Price Tier to a Discount

Price_Tier_Discount+.png

Note: An Alternative Price acts as the default Price Tier. If the price tier isn't filled in for a product, it defaults back to the product price or the product alternate price, according to configuration.

On the POS, the user will then select the Product with the preconfigured Price Tier, followed by the appropriate discount from the Discounts window. The Price Tier will then be applied to the total, according to the discount configuration.

Price Tier on the POS

Price_Tier_POS.png

Dashboard and Settings

POS Dashboard

As part of its POS user interface updates, Revel has added the Dashboard screen to the POS. This is now the screen the user will see immediately upon logging into the POS, unless the user had previously logged out from the Orders screen – in this scenario, the user will then immediately see the Orders screen. Users can log out of the Dashboard screen using the icon in the lower right-hand corner that includes the user's name.

New POS Dashboard

new_pos_dashboard.png

The new dashboard provides a graphic breakdown of product sales data from Management Console Reports, as well as quick links to the various features of the application. The Report window gives a graphical view the business' activity. Users can select data based on Hourly Sales, Product Mix, Labor, and Sales Summary reports. Depending on the report, they may refine the way the data is presented, as with the product mix which can be displayed by quantity sold or by profitability. Tapping the pos_dashboard_product_mix_options_icon.png icon will open the display options for the window as shown in the image below.

POS Dashboard, Sales Summary Report - Display Options

new_pos_dashboard_sales_summary.png

Tapping on certain buttons, such as "New Order" or "Delivery Management" will take users away from the Dashboard to respective screen of that button. Other buttons, such as "Customers" and "Inventory" will bring up management windows (Manage Customers, (Customers is now an overlay, like Orders) and Inventory Management in this case) but still keep users on the Dashboard screen. Buttons such as "Reports", "Orders", "Return", "Gift Cards", etc. will bring up overlay windows on the Dashboard screen, as shown in the image below.

POS Dashboard, Reports Overlay Window

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The table below describes the aspects of the Dashboard screen.

Dashboard Screen Elements
ELEMENT DESCRIPTION
Customers Opens the Customers overlay window
Timeclock Allows the user to clock in or clock out employees. Tapping the icon prompts the user to enter the desired employee PIN (or their own) and then access clock in/out options.
Reports Opens the Financials overlay window. Use this window to email/print Daily Cash Log, Daily Payment Summary, Payment Log, and Sales Report. Tapping on the "Payment Log" and "Sales Report" options will bring up configuration options for those reports, within the same overlay window. Users can also generate and view the Sales Report within the same overlay window.
Inventory Opens the Inventory Management pop-up window.
Product Setup Brings the user to the Manage Item Mode screen.
Settings Brings the user to the Settings screen.
Report Options (Defaults to Product Mix Report) This window gives a graphical view of product sales data. As described above, users can customize the window display by quantity sold, or pay profits, and display data based on Hourly Sales, Product Mix, Labor, and Sales Summary reports.
Clocked in Bar - View Timecards This window displays the number of current employees clocked in. Tapping the "View Timecards" brings the user to the Time Management screen.
Operations - Tills Opens the Tills overlay window, where users can view currently configured tills, open new virtual tills, and access till options.
Operations - Payments Waiting to Batch Brings the user to the Batch Process screen.
Operations - Declined Payments Brings the user to the Declined Payments screen.
Operations - Offline Payments Brings the user to the Offline Payments screen.
Operations - Tips Opens the Today's Declared Tips pop-up window, where users can view and add tips. Also gives access to the Tip Processing screen where employees can input tips onto payments
Operations - End of Day Process Tapping this option initiates the End of Day Process, and brings the user to those screens.
Orders Opens the Orders overlay window. Tapping the ellipsis icon will bring up various order options within the same overlay window.
New Order Brings the user to the main Order screen to enter a new order.
Tables Brings the user to the Table Management screen.
Catering Opens the Catering Delivery pop-up window.
Delivery Management Brings the user to the Delivery Console screens.
Appointments Brings the user to the Appointment Book screen.
Invoices Opens the Outstanding Invoices pop-up window.
Shipping Brings the user to the Shipping Orders screen.
POS Settings

The POS settings page has been enhanced for usability. POS settings can now be accessed directly from the new Dashboard page, upon logging in. Tapping that gearwheel will take the user to the new Settings section of the POS.

POS Settings Button

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The initial landing page for this section is the "About" section. This section provides details on the iPad system, as well as configured peripheral devices.

POS Settings Page, About Section

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The "Stations" section lists the active POS stations in the network. Main and Child stations will be listed as such.

POS Settings, Stations Section

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The "Menu" section allows users to choose which menu they would like to display (custom, default, or manual), select the product box font size, and chose the theme color scheme for the POS.

POS Settings, Menu Section

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The "Printers" section gives users access to configured printer settings. The page lists the configured printers available to the POS, allows users to change font size, and allows users to redirect a printer to a different one.

POS Settings, Printers Section

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The "Cash Drawers & Tills" section gives users access to settings that enable multiple cash drawer, settings that give employees access to cash drawers, and list the tills that are set in the POS. Tapping on a configured till will bring users to a screen that allows them to reassign the till to another employee.

POS Settings, Cash Drawer and Tills Section

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The "Payment" section gives users access to settings that can change the following values:

POS Payment Settings
SETTING DESCRIPTION
Accept Offline Credit Cards Allows the POS to accept credit card payments while in offline mode.
Max Amount for Offline Payment Set the maximum amount allowed for individual offline payments.
Total offline payments may not exceed Set the total value that cannot be exceed for the all payments processed while the POS is in offline mode.
Total declined payments may not exceed Set the total value that cannot be exceed for the all declined payments.
Card Swipe Type Non-interactive setting, displays the current credit card swipe type, as configured on the Management Console.
Credit Card Connection Timeouts (seconds) Sets the timeout time for processing credit card payments. Do not change this setting unless instructed by a Revel Support Agent.
Override Prevailing Tax Allows the POS to override the configured prevailing tax on orders.
Auto-Logout when 'Done' Automatically logs the user out of the POS after an order is taken, paid for, and the "Done" bottom is tapped.
POS Settings, Payments Section

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The "Access" section allows managers to restrict access to the POS station, require employees to clock in to access the POS, or save clock in photos to the iPads Photo Library.

POS Settings, Access Section

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The "Training Mode" section allows users to enable training mode on the POS.

POS Settings, Training Mode

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The "Network Sync" section contains settings to enable "Check Network", and establish the number of sync retries. Do not change these settings unless instructed by a Revel Support Agent. Users may also check sync statues from here and access the sync log for each aspect of the POS.

POS Settings, Network Sync Settings

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The "Support" section allows the user to enable troubleshoot mode and upload log data to the server.

POS Settings, Support Section

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POS Customers

As part of Revel's ongoing efforts to create a modernized user interface, Revel has updated the Customers screens on the POS.

The changes include the following:

  • The customer creation screen can now be accessed by tapping the "Customers" button on the Dashboard. This will open up a new Customers overlay window
    Customer Overlay Window

    Customer_Overlay.png

  • Tapping + Add New at the top will allow the user to create a new customer record. After filling out customer details, the user can tap Save to add the record to the existing CRM list.
    Add New Customer

    Add_New_Customer.png

  • Tapping on an existing customer record will allow the user to edit the record and including any House Account payments and or outstanding invoices. Users can also add gift cards to the record on this screen. Tapping the pos_customer_info_icon.png icon allows the user to lookup the customer's past orders.
    Edit Customer Details or View Past Orders

    Edit_Customer.png

  • On the Orders Screen, tapping the Customers icon in the upper left corner will allow the user to add a new/existing customer to the order. Once a customer is added to the order, tapping the customer icon again will allow the user to view the customers past orders, remove the customer, or edit the customer record.
    Add Customer to Order

    Add_Customer_Order.png

  • Tapping the Customers icon >Call Names tab will allow the user to add a customer call name to the order.
    Add Customer Call Name

    Add_Customer_Call_Name.png

Gift Cards, Reward Cards, and Store Credit

As part of Revel's ongoing efforts to create a modernized user interface, Revel has updated the Gift Cards, Rewards Cards, and Store Credit screens on the POS.

The changes include the following:

  • The Gift Cards, Rewards Cards, and Store Credit access buttons have been added to the Dashboard screen. Tapping the buttons will prompt the users to either scan a card or enter a rewards/gift/store credit number manually.
    Dashboard Screen - Gifts, Rewards, and Store Credit Buttons

    pos_revamp_gift_card_dash_buttons.png

    Revel has simplified the gift/reward number creation process. Rather than ask ahead of time whether users want to create or edit, the POS now only prompts users to input the card number. If the number exists, the POS displays the value and give the user the option to manage the account (subject to settings/permissions). If it doesn't exist, the POS prompts the user to create a new card (subject to settings/permissions).

    New Gift Card Create Prompt

    pos_revamp_gift_card_create_prompt.png

    Once the users taps the Create button, the "Gift Card Window" will open, allowing them to add value to the card, and link it to a customer.

    Create New Card Window, Add Value.
    pos_revamp_gift_card_add_value_and_customer.png

    The following image displays the new interface when applying to rewards to orders on the Orders screen.

    Apply Rewards - Orders Screen

    rewards_available_rewards.png

Orders and Payments

POS Orders

As part of Revel's ongoing efforts to create a modernized user interface, Revel has updated the Orders, Orders Popover, and Checkout (Payments) screens on the POS.

The changes include the following:

  • The Orders screen can be accessed by tapping the "New Orders" button on the Dashboard. The changes to the Orders screen include the following:
    • Redesigned Order screen header
      • Tapping the "New Order" option at the top of the header will open up a drop-down list, allowing the user to do one of the following: create an order, create an invoice, or perform a return.
        Order Screen Header

        Order_Screen_Header.png

      • Tapping the "Order" or "Invoice" option from the drop-down list will initiate the order creation process. An order number will appear at the top of the header. After adding an item to the order, tapping the ellipsis icon will open up the Actions window, allowing the user to perform one of several functions
        Order Screen Ellipsis Icon

        Order_Screen_Eclipse.png

      • If multiple items have been added to the order, selecting an action from the Actions window will allow the user to apply that particular action to one or several of the items
        Select Items to Affect

        Select_Items_To_Affect.png

      • Tapping the "Return" option from the drop-down list will open up the Return window, allowing the user to lookup an order by entering an Order ID or scanning a receipt barcode. For receiptless returns, the user can tap "No Receipt"
        Return Window

        Return_Window.png

Orders Overlay
  • The Orders window, accessed by tapping the "Orders" button on the POS, is now an overlay window. Order search results are now displayed in this window. Users can use the search bar to search for orders by ID or customers, or scroll down on the window to expose option for managing orders, advanced search, and sorting preferences. Pulling down also exposes buttons to access the Delivery Management Catering Management, Shipping, Manage Orders, Advanced Search, andSort Preferences screens.
    New Orders Screen and Overlay Window, Scroll

    Orders_Popover_Options.png

  • Tap the "Manage Orders" button to access options to transfer orders and close all open orders. Tapping the "Transfer Orders" option will open the Transfer Orders screen.
    Order Overlay, Manage Orders

    orders_overlay_manage_orders.png

  • Tap the "Advanced Search" button to access options to search by Order ID, Credit Card, Date Range, and Serial Number.
    Orders Overlay, Advanced Search Options

    date_range_order_overlay2.png

  • Tap "Sort Preferences" to access options that change the display of order search results. Tapping the option will display that data first in the search results. Users can select for the following:
    • Customer Name
    • Date Opened
    • Employee Name
    • Order ID
    • Order Total
    • Order Type
    Orders Overlay, Sort Preferences

    Orders_Overlay_Sort_Pref.png

  • Once selected, the sort preference will be reflected in the main overlay window, as shown in the image below.
    Orders Overlay with Sorting Preference

    orders_overlay_sort_preferences2.png

  • The Date Range picking tool has been added to the new Orders overlay menu on the POS. User can use this to look up past orders based within a specified date range. To access the option:
    1. Tap the Orders button on either the Dashboard or main Orders screen to access the overlay menu.
    2. Scroll down on the overlay menu to expose searching and managing options and tap the Advanced Search option.

      date_range_order_overlay1.png

    3. Tap the Search by Date Range option to expose the date range picker.

      date_range_order_overlay2.png

    4. Use the scroll to pick the desired order date range and tap Search.

      date_range_order_overlay3.png

    5. The search results will display in the overlay window.

      date_range_order_overlay4.png

  • Additionally, users may lookup existing invoices by tapping the Invoices option on the Orders overlay.
POS Payments Screen
  • The new Checkout (Payment) window will now be displayed when tapping the "Pay" button on the Orders Screen. The Checkout screen will provide a breakdown of all, if any, adjustments made to the order, along with the balance due, on the left-hand side of the screen. All supported payment actions will be available in the lower left side of the Checkout window as well.
    Payment (Checkout) Screen

    Checkout_Screen.png

  • The Checkout window will also support currency conversion with the corresponding currency symbol.
    Currency Conversion on the Payment Screen

    Checkout_Screen_Currency_Conversion.png

Batch Process

  • As part of Revel's ongoing efforts to create a modernized user interface, Revel has updated the "Batch Process", "Declined Payments", and "Offline Payment" screens under Settings > Manager Settings on the POS. Some of the changes to the user experience can be seen in the images below:
    Batch Process screen for FirstData

    Batch_Process_First_Data.png

    Batch Process screen for Moneris

    Batch_Process_Moneris.png

    Batch Process screen for FreedomPay

    FreedomPay_Batch_Process.png

Time Management

  • As part of Revel's ongoing efforts to create a modernized user interface, Revel has updated the "Time Management" screens on the POS. The changes include the following:
    • Rows will remain together if they are for the same shift.
    • Grouped shifts into sections depending on current status (Clocked in, On Break, Clocked Out).
    • Display amount of time an employee has been clocked in
    • Secondary "Table" view accessed by tapping the list icon in the upper right corner
    Some of the changes to the user experience can be seen in the images below.
    Time Management Updated UI

    Time_Manag_UI.png

    "Sort by" Filter on Time Management Screen

    Time_Manag_UI_1.png

    Table View - Time Management Screen

    Secondary_View_Time_Management.png

Revel has redesigned the Sales Summary Report so data, particularly Liability data, is more easily usable/digestible. The changes to the report include the following:

  • Nested Sales Summary data using collapsible | expandable rows
  • Inclusions information can now be found under tip text
  • Reorganized data that affects liabilities by creating a section dedicated strictly to Liabilities; this will ensure that the following activity is represented more accurately:
    • House Accounts - Payments Against HA are matched by Total Payments, while the Payments with HA are matched by Net Sales
    • Gift Cards - Sold Value is matched by Total Payments, while Redeemed Value is matched by Net Sales
    • Store Credit - Accrued is matched by Total Payments, while Redeemed Value is matched by Net Sales -
    • Deposits - Deposited Payments are matched by Total Payments, while Applied Deposits are matched by Net Sales

      The labels above are now click-able links, which if/when selected, will take the user to their respective details

    Note: The Liabilities column will include the total activity affecting liabilities, both activities that increase liabilities (including the sale of gift cards or the taking of a deposit on an invoice) and activities that decrease liabilities (including the use of gift cards, or payments against house accounts)
  • Created a Tills Transactions section on the right side of the report to organize data that accounts for Payins, Payouts, and Safe Drops
  • Changed the Cash Due House section label to Cash Due (for clarity), with the following options, according to report settings:
    • Non-Cash tips
    • Cash payments
    • Pay-ins/Payouts
  • Changes to the report will be reflected on the PDF export.
    Redesigned Sales Summary Report

    New_Sales_Summary_Report_Top.png

    New_Sales_Summary_Report.png

Note: The redesigned Sales Summary Report affects the Liabilities and Payments sections in the Operations Report. Revel has now moved Applied Deposits, House Account Payments, Gift/Store Credit Payments out of the Payment section of the Operations Report and placed them into the Liabilities table.

Payments and Liabilities in the Operations Report

Liabilities_Operations_Report.png

The Payment Summary Report has been updated to reflect the changes made to the Sales Summary Report.

  • The "Total Payments" line has been changed to "Total Tender Payments". This line reflects the same data as the "Total Payments" from the Sales Summary Report.
  • Revel has reorganized data that affects liability by creating a section dedicated strictly to Liabilities; this will ensure that the following activity is represented more accurately. These are payments that close out orders but are found in liabilities:
    • Gift Cards
    • Store Credit
    • House Accounts
    • Applies Deposits
  • Users can filter the report by Tender payments and Liability payments
  • The tips section is slightly edited to be inclusive and users can select to include tips with totals from the Filters menu.
  • The "Total Tips" line has been renamed "Total Payable Tips". This is the total amount of tips from all payments types that are payable to employees.
  • The "Liability Tips" line has been added. This reflects the total amount of tips from liability payments, including gift cards, house accounts and applied deposits.
  • The "Deposit Tips" line has been added. This reflects the total tips made as deposits on invoices. These tips will become payable tips when the invoice is turned into an order.

The image below highlights the enhancements to the report.

Updated Payment Summary Report

payment_summary_report_liabilities.png

Revel now supports the ability to configure multiple discounts against a single object, like an order or an item. There are now three types of discounts configurations for stacking:

  1. Competitive discounts - These are standard discounts. They compete with each other. Users can only apply one competitive discount to an object.
  2. Stackable discounts - This are discounts that can be assessed against objects that already have discounts on them. They do not compete. Stackable discounts can only be Flat discounts or Percent discounts. They cannot be reprice or alt price discounts. They can use volume rules.
  3. Competitive not stacked - These discounts are the only discount on the object. They are the exception to the new stacking feature.

For each of the following types of competitive discounts, the stacking feature behaves as follows:

  • Flat discount - The stacked discount goes against the original item price. In other words, a $100.00 item with $5.00 off (competitive) and 10% off (stacked), shall cost $85.00.
  • Percent discount - The stacked discount goes against the original item price. In other words, a $100.00 item with $15% off (competitive) and 10% off (stacked), shall cost $75.00.
  • Reprice/Alt-price - The stacked discount goes against the Reprice/Alt-price amount. In other words, a $100.00 item repriced to $80.00 and 10% off (stacked), shall cost $72.00.
  • Combo discounts - The stacked discount only goes against the Combo reprice amount. It does not go against each item in the combo. This is the only exception to how stacking works against other discounts (assuming those discounts don't exclude stacking).

Stackable discounts are configured on the Products > Discounts > Discount Details page, using the new "Stackable Discount Type" drop down menu.

Stackable Discount Type Setting

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The image below displays stacked discounts as they appear on the POS.

Stacked Discounts on the POS Order Screen

Stackable_Discount_POS.png

The image below shows stacked discounts as they appear on receipts.

Stacked Discounts on Receipts

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Revel has added Store and Forward (SAF) for the Vantiv triPOS EMV payment integration. SAF will now be supported via the triPOS SDK and will allow the user to perform the following actions on the POS in offline mode:

  • Capture on swipe
  • Manual credit (performed on the pin-pad), but manual credit entry on the POS is not supported
  • Tips (Done on the POS after completing pin-pad transaction)
  • Split bill
  • Void/Refund (Physical credit card not needed)
  • Partial Void/Refund
  • Gift & Reward Loyalty transactions
  • Swiped (Chip CC will be asked to insert), EMV insert, Contactless
  • Signature on POS screen

Note: In a full sync environment, each POS station is responsible for syncing its own offline payments. Offline payments CANNOT be processed through the main terminal; they must be processed through each iPad.

Revel now supports a unique voucher payment type that can be configured with fixed payment values, as certain countries like France and Singapore offer predefined vouchers for lunches or malls.

On the Management Console, The Vouchers section has been added to the Settings / Payments page, where users can configure their voucher payments to be accepted by the POS. Users can create multiple voucher types. In the Settings / Receipts section, the "Voucher Receipt Print" option has been added, allowing users to configure the printing of receipts for vouchers. If the "Prompt" option is selected, then the POS will display a prompt with three options: Print, Email, or No Receipt.

Voucher Payment Settings

voucher_payment_settings.png

The following table describes the settings displayed on this page:

Voucher Payment Settings
SETTING DESCRIPTION
Enable Vouchers Enables voucher payments on the POS. This is disabled by default.
Voucher Payments Must Be First Payment When enabled, in cases of multiple payments types, this setting requires that the voucher must be the first payment taken by the POS before others. This is enabled by default.
Vouchers - Name The name of the voucher that will appear on the POS, receipts and reports.
Vouchers - Denominations Defines the denomination values that the voucher comes in, separated by commas.
Vouchers - Open Value Enables the support for vouchers of any denomination. This is disabled by default.
Vouchers - Business Keeps Overage If checked, when the amount of the voucher exceeds the value of balance due, the business keeps the overage amount, instead of returning change to the customer. This primarily affects how the voucher is displayed on reporting. This is enabled by default.
Vouchers - Overage Label Defines the label that will be displayed on receipts if the voucher amount exceeds the amount due, when the business does not keep the overage.
Vouchers - Limit Subsequent Payment Types Drop down menu - defines which other payment types can be used with the voucher.
Vouchers - Capture ID Enables the capture of a transaction ID with each voucher. This is enabled by default.
Limit to Product Groups Limit the products to which a voucher may be applied. Select whether the attached product group(s) are a blacklist (the voucher cannot be applied to these product(s) or a whitelist (the voucher may be applied only to these products).
Product Groups Input the black or white listed product groups.
Vouchers - Active If checked, the corresponding voucher is considered active and will be supported on the POS. This is enabled by default.

Once vouchers have been enabled on the Management Console, a new "Voucher" payment button will be selectable on the POS. If the "Voucher Payments Must Be First Payment" option is enabled, then this button will only be active if there are no other non-refunded payments on the order.

Voucher Payment Button

voucher_payment_button_pos.png

Tapping the "Voucher" button will bring up a list of Named Vouchers. Selecting a named voucher will, in turn, bring up a list of denominations. After the denomination is selected or entered a screen will appear to input the voucher ID.

Choose Voucher Screen

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Voucher ID Screen

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If the Voucher limits subsequent payments, those payment types will be greyed out after accepting the voucher, unless the voucher is refunded. On printed receipts, the voucher payment is labeled as DenominationVoucher NameVoucher.

Voucher Receipt

POS-voucher-receipt.png

Reports

On the Management Console, when vouchers are enabled,"Voucher" sections will be displayed in the Sales Summary, Operations, and Payment Summary Report s. On the Sales Summary Report voucher payments will be listed under the "Payments" section. On the Operations Report voucher payments will have their own line in the "Payments" section. On the Payment Summary Report voucher payments will have their own line.

On all three reports, the Vouchers line will be hyper-linked to a new Voucher Details Report which gives detailed views for each configured voucher type that was accepted as a payment. The report can be filtered by date and exported or printed.

Voucher Payments, Sales Summary Report

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Voucher Payments, Operations Report

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Voucher Payments, Payment Summary Report

vouchers-backend-payment-summary.png

Voucher Details Report

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On the POS, voucher details can be selected to be included on the Employee Sales Summary Report print outs from two locations: from the "Sales Summary" option for in the main settings drop down menu, or from the Settings > Manager Settings > Financials page.

Sales Summary Voucher Details, Main Settings

voucher-pos-sales-summary-main-settings.png

Sales Summary Voucher Details, Manager Settings

vouchers-pos-sales-summary-manager-settings.png

Management Console Enhancements

  • For users that have "Customer Fields" option enabled/configured under Settings > Customer Info, Revel will now support these fields in the CRM Export / Import.
  • Revel now supports imports of up to five hundred thousand (500,000) customer into the customer table. Each customer can be linked to one loyalty or rewards card, and each can have a unique address.
  • On customer imports, the character limit for a customers company name has been increased to one hundred (100) characters.
  • Revel now supports preset Variable Discounts, that is, discounts that can be given for the same name, but different amounts. Users can create named discounts that do not have the amount of the discount configured. This can apply to amount, percentage, and reprice discounts. These discounts will not be supported by auto apply rules and can not be used for volume discounts. Only basic discount rules apply to variable discounts.

    To configure a Variable Discount click the new "Variable Discount" checkbox, on the Products > Discount Details page. The amount of the variable discount (percentage, amount or reprice) will be input on the POS by the user when the discount is applied. If the setting is enabled, then the "Amount" field will be greyed out, as will the "Auto-Apply" setting, and advanced discount rules will not be displayed.

    Variable Discount Checkbox

    Variable_Discount.png

    A Variable Discount may be needed if a user offers discounts for the same reason, but at different amounts. If the setting is enabled, the amount of the variable discount (percentage, amount, or reprice) can be inputted on the POS when the discount is applied. On the POS, variable discounts are applied manually.

    Variable Discount Selection on POS

    Variable_Discount_POS_1.png

    Variable Discount Entry on POS

    Variable_Discount_POS_2.png

    Variable Discount Applied on Order Screen

    Variable_Discount_POS_3.png

  • Revel has added a pagination option at the top of the Discounts page for a discount list that exceeds one hundred (100) discounts.
  • Revel has added a "Tally" checkbox option to the Products > Discounts > Discount Details page, which if selected, will indicate that the discount usage is to be counted and displayed on reports. Revel has added a "Counted Discounts" section to the Sales Summary Report, which will account for the number of times that each discount checked above was used during the reporting period.
    Tally Discount Checkbox

    Tally_Discount_Setting.png

    "Counted Discounts" Section on the Sales Summary Report

    Counted_Discounts_Section.png

  • Revel has added a "Restrict methods of payments based on applied discounts" option to the Settings > Advanced Pos Settings page. If enabled, this will allow the user to add a list of payments types, under the "Restricted Payment Methods" option in Products > Discounts > Settings page. These payment types may not be used to pay for an order where the discount has been applied.
    Restricted Payment Methods" Option in Discounts Details

    Restrict_Discount_Payment.png

  • The various discount types are now listed across the top of the Products > Discounts page. Each type listed will be a link to a list of those configured discounts.
    Discount Types

    discounts_new_type_links.png

  • Revel has made the following changes to the UI / UX on the Employees > Employees page at the EMS level:
    • Clicking the new "+ Add Employee" options will open up a new employee info page, similar to the product details page, where the user may add / modify employee details.
    • Employee admin permissions are now configurable on the Employee > Employee Details page under the Administrative Permissions section.
    • Management of establishment access for employees is now accessed through the employee details page by clicking the "Manage Establishment Access" link, located at the top right of the Administrative Permissions section.
      Manage Establishment Access Link

      EMS_Employee_Details_Manage_Establishment_Access_Button.png

      The Employee / Employee Name / Administrative Permissions page has been updated. Admin permission sets are now selected through the drop down menu at the top of the page, while establishments are selected at the bottom using the "+ Add Establishment" button. This also limits API access for that employee to the selected establishments.

      Updated EMS Employee Admin Permissions
      updated_EMS_employee_admin_permissions.png
    • Clicking on employee info such as name, email, or phone number, directly on the main Employees page will allow the user to make changes.
  • On the EMS, when editing employee details, the original establishment of the employee is now listed in the "Roles and Wages" section. The "+Add Another Establishment" button has also been added to the section, allowing users to add establishments to the selected employee.
    EMS Employee Details, Establishments

    ems_employee_details_establishment_roles.png

    EMS Employee Details, Add Establishment

    ems_employee_details_add_establishment_roles.png

  • Revel will now display a warning message when users attempt to push all product details in the EMS. The warning message can be seen below.
    "Push All Product Details" Warning Message in EMS

    EMS_Push_Prodcut_Details.png

  • Revel now supports the "Exorigo FP-20" printer type.
  • In the event of a Pump Test or a Drive Off and a cashier does have permission to authorize, the name of the manager who approves the event type will now be displayed in the "Full Name" column on the Fuel Retail Report.
    Drive Off Incident – Name of Manager Who Approved

    Pump_Test_Drive_Off_Approval.png

Poland

  • On the Order History Report, Revel has added:
    • Search functionality for Print ID
    • "Print ID" to the end of the hint text
    • A Print ID column

    Additionally, when an order history is opened, Revel will display all Print IDs in the upper grey bar.

    Print ID / Order History Report

    Print_ID_Shell.png

    Print_ID_Shell2.png

  • A fiscal invoice icon has been added to both the Order History Report and the Orders list on the POS that identifies orders whose invoices (fiscal or non-fiscal) were partially or fully issued.
    Order History Report - Fiscal Invoice Icon

    Fiscal_Invoice_Icon_Report.png

    Order List - Fiscal Invoice Icon

    Fiscal_Invoice_Icon_POS.png

  • Revel has standardized the terms "Tank Dips" and "Volume Readings" on the following Wetstock pages:
    • On the Inventory > Wetstock page
      • The header formerly named "Tank Dips/Readings" has now been renamed "Tank Dips"
      • The button formerly named "+ Add Tank Readings" has been renamed "+Add Tank Dips"
      • The pop-up screen formerly named "Add Tank Readings" has been renamed "Add Tank Dips"
    • On the Inventory > Wetstock > Wetstock Daily Report page
      • The button formerly named "+ Add Tank Readings" has been renamed "+Add Tank Dips"
      • The Tank Dips Info column formerly named "Reading" has been renamed "Volume Reading"
  • For fuel products, when the "Is Fuel Grade" checkbox is selected, the "Sold by Weight" checkbox is now automatically enabled.
  • On the Wetstock Daily Reports, Revel has added tip text style explanations for each of the following column heading calculations:
    • Volume Pumped
    • Test XFER
    • Book Stock
    • Closing Actual Stock
    • Variance
    • Variance (%)
    • Cumul. Var
    • Cumul. Var (%)
    Tip Text for Wetstock Report Column Headings

    Tip_Text_Wetstock_Report.png

  • The "Gas Station" tab listed on the Settings page has been renamed to "Fuel Retail", as highlighted in the image below. Clicking on the tab will bring the users to the pump configuration page.
    Fuel Retail Tab (Pump Configuration)

    settings_fuel_retail_tab.png

  • To help account for missing tank dip information, missing delivery information, or ATG malfunctions, the "Acceptable Wetstock Variance Threshold" field has been added to the Settings / Fuel Retail Settings section of the Settings page. This field sets the variance threshold value that, when exceeded, will cause the Management Console to prompt the user during the Day Closure process. The user should enter a value between 0-100 with two decimals places. The default value for the field is 5.00

    If the users attempts to Close a Day and the variance percentage for any tank is above the configured value, a warning message will be shown when the user clicks the "Confirm Closure" button: "The current variance percentage is above the threshold of (setting number). This indicates there may be a missing tank dip, delivery, or an ATG may be malfunctioning. You cannot edit this wetstock day after closure. Continue with closure?" Clicking the "Continue" button will continue with the closure. Clicking the "Return" button will return the user to the closure screen.

  • Automatic Tank Gauge (ATG) Enabler data from the POS is now stored on the Management Console.
  • Revel has made the following changes to "Synergy reward cards" sub-settings on the Settings > Gift, Rewards and Admin Cards page:
    • Added a "Redeem Loyalty Cash" option, which if enabled, at the payment screen, allows a customer to pay for some/all of their order with Loyalty Cash.
    • Added "Use Revel Loyalty Rules" option, which if enabled causes the configured Revel loyalty rules will be applied to the order.
  • Revel has separated the Synergy Gift and Synergy Rewards programs so that users may use them in conjunction with other loyalty programs. For example, if a user wants to integrate Mercury Gift and Synergy Rewards programs together.
  • Revel has added a "House Accounts" role permission to the Employees > Role Permissions page. Enabling this permission allows the user to create house accounts for customers on the POS and reset their limits. By default, this is enabled for managers, but disabled for all other employees. This is not a manager permission.
  • The House Account Summary page will now display a pop-up message to the user after a payment is taken, indicating that the payment has been successful.
    House Account Payment Pop-up

    house_account_payment_popup.png

  • Insights App users can now send text messages to their employees through the App. This is done by navigating to the Employees tab, tapping the Contact List option, selecting the desired employee, and tapping on that employees phone number. This will now display a prompt with a phone call and text messaging option.
  • All Intuit branding as been removed from the Management Console user interface. (CORE-8686)
  • Users can no longer log into the Management Console using their Intuit credentials. (CORE-7935)
  • Refund substitutes are now untaxed items.
  • When a purchase order's info is synced over to QBDT, Revel will now reflect data from the "Memo" field over to the "Ref. NO" field, on the QBDT Enter Bills page.
  • Revel has changed the name of its QuickBooks Desktop Sync application from "QuickBooks POS Sync by Revel" to "Revel POS Sync for QuickBooks Desktop". Because of this users will have to re-authorize the application on their computer:
    1. After installation of the new version during, the user will see the following screen during their first sync.

      qb_resync_authorize1.png

    2. The user will need to launch QuickBooks Desktop, open the corresponding company file, and click Connect.
    3. The user will then see the following screen:

      qb_resync_authorize2.png

    4. Once the user clicks on Yes and Continue, connection to QuickBooks Desktop will be established and sync will continue.
  • On the Product and Ingredient inventory pages, the Actions column has been enhanced for usability. The "Receive" and "Waste" actions are displayed in the column. All other actions (Transfer, Actual, Reset Cost, Reset, Print Tags) are now accessed via the "More" drop-down menu, as shown in the image below. The page header has also been enhanced. Clicking the magnifying glass icon will expose the search bar. Clicking the ellipses icon will expose the export options.
    Product Inventory Action Column

    product_inventory_actions_column.png

  • The Inventory > Reorder page has been enhanced in the following ways:
    • The page no longer displays any product lists when loading the page. All listed vendors are collapsed whether or not they have products that need reordering. Clicking a vendor will open the product list (paginated if there are too many products. As with previous versions, products that need reordering are at the top).
    • Reorder for threshold and reorder for par are visually separated and displayed to the user using green and purple respectively.
    • The search functionality on the page has been broadened. Users can now search by Vendor, Product, SKU, Barcode, or ALU. The page will filter down to display a single item searched for.
    • When a vendor is expanded to get to the product list, a column has been added for items that are on reorder. This does not affect threshold or par warnings, but that column does let the user know if they have already ordered a particular item.
    • The rows are colored according to the alert type- pale green for threshold, pale purple for PAR, white for no alert. If there is both a threshold and par alert, the page defaults to PAR colors.
    Enhanced Reorder Page

    reorder_page_redo.png

  • Revel has redone the Inventory export feature giving users greater control over which column options are exported:
    • Filter Item Options for Products
      • Categories/Subcategories
      • Classes
      • Product Groups
      • Vendors
      • Unique Identifier (Alt Lookup, Barcode, SKU, Bin)
    • Filter Item Options for Ingredients
      • Vendors
      • Classes
      • Unique Identifier (Alt Lookup, Barcode, SKU, Bin)
    • Receive Columns
      • Receive Qty - Enter the amount of the Quantity received
      • Receive Unit - A drop-down box with the options defined by the Unit of Measurement and the Reorder Unit
      • Cost per Unit - Enter the cost per unit received. This amount will adjust the cost per unit if it is different than the existing cost
      • Receive Remarks - Any notes that need to be entered for reporting purposes. Not Required
    • Waste Columns
      • Waste Qty - Enter the amount of the items to be removed as waste
      • Waste Unit – Drop-down box with the options defined by the Unit of Measurement and the Reorder Unit
      • Waste Cost Update – Yes/No drop-down box. Selecting Yes will change the cost per unit increasing the cost of the remaining units
      • Waste Remarks – Required field. Input the reason for the items being marked as waste
    • Actual Columns
      • Actual Qty – Enter the amount of inventory actually on hand
      • Actual Unit - Drop-down box with the options defined by the Unit of Measurement and the Reorder Unit
      • Actual Cost Update - Yes/No drop-down box. Selecting Yes will change the cost per unit increasing or decreasing cost depending on if the quantity was higher or lower than the current amount
      • Actual Remarks - Any notes that need to be entered for reporting purposes. Not Required
    • Reset Cost
      • Reset Cost – Enter the new cost
      • Reset Cost Qty – If left blank it will change the cost to the amount entered in reset cost. If an amount is entered it will calculate cost based on the amount of items have their cost changed
      • Reset Cost Unit - Drop-down box with the options defined by the Unit of Measurement and the Reorder Unit
      • Reset Cost Remarks - Any notes that need to be entered for reporting purposes. Not Required
    • Reset
      • Reset - Yes/No drop down box. Using this will reset inventory information for the product to zero and clear historical inventory information. It will not impact sales reporting
      • Reset Remarks - Required field. Input the reason for the product being reset
  • On the Inventory > Purchase Orders page, the "Received Item Tags" print option now prints item tags in the same order that they appear on the purchase order. This is also supported in Version 2.25.
  • By default, Revel will now use the default inventory tracking unit as a product's Unit of Measurement (UOM) on an Inventory import if the user has removed the "Actual Unit", "Receive Unit", "Waste Unit", "Damage Unit", or "Reset Cost Unit" columns from the initial Inventory export.
  • Cost of Goods (COGS) calculations are now displayed to the 4th decimal place in the following areas of the Management Console. This will also be reflected in version 2.25:
    • In the Product Inventory Summary & Log
    • In the Ingredient Inventory Summary & Log
  • When receiving inventory transfers, users can now enter a transfer receipt number for tracking in the main transfer list and exports. The new "Transfer Receipt # (Optional)" field has been added to the Receive Items From Item Receipts window, which is entered when receiving an inventory transfer. That value will be reflected in the new "Receipt #" column on the main Inventory > Transfer List page.
    Transfer Receipt #, Receiving Inventory

    receive_inventory_transfer_receipt_%23.png

    Receipt # Column, Main Transfer List

    receipt_%23_field_transfer_list.png

  • Revel has made a number of enhancements to the Product Forecasting and Item Tracking feature. The following aspects of the feature will be supported, with an accompanying guide:

    • Incorporation of Net Sales into Adjustments Forecasts
    • Totals and Additional Long Term Forecasting Frequencies
    • Printing Controls in Tracking Sets
    • Spot Checks in Item Tracking Sets
    • Safety Factors
  • Revel has removed the "Live Adjustments May Not Go Below" setting from the Settings page, which was formerly under the section Reports / Product Forecasting.
  • Users can now base their sales forecasts off of Net or Gross sales. The "Base Sales Forecasts off of" setting has been added to the Settings / Reports / Product Forecasting section, allowing the user to choose between the two sales types.
    Base Sales Forecasts Off Of Settings

    item_tracking_net_gross_sales.png

  • Revel will now allow users to input a formula into the "Safety Factor" field to calculate a specific prep amount. This equation will be based on tracking sets which use the safety factor number not as a percentage, but as a variable in the equation. An example of the formula would look like the following:
    • ((4Pack.TommorrowQuantity*4) + (6Pack.TommorrowQuantity*6) + CORs.TommorrowQuantity*0.75) - IntegerInputIntoSafetyFactor)/HoursInToday

    This will generate an integer which cannot go below 0 - ignore negative numbers, and is then added to the quantity numbers for each hour of Logs.

    NOTE: Without the formula, the safety factor is a simple % adjustment up on forecast quantity.

  • Revel has removed the delete icon from the upper right corner of the Item Tracking | Tracking Sets page, and replaced the act of removing a tracking set with an "Active" checkbox. So, if the user now wants to remove a tracking set, they may not do so, instead, the user may only deselect the "Active" field, which will in essence, deactivate the tracking set.
    "Active" field on Item Tracking | Tracking Sets Page

    Remove_Tracking_Set.png

  • To better support the print from KDS functionality, for staff-only users, Revel now exposes a drop-down list for printer and printer template selection if the user sets the kitchen type to Kitchen Specific, Expedite, or Tile Expedite on the Kitchen View Details page. This allows the user to use templates and other printer settings for the KDS. Note: Expo printing is no longer done from the KDS, but rather from the POS. This enhancement allows users to take advantage of receipt settings and or templates.
    Printer Type Drop-down
    Printer_Type_Dropdown.png
    Printer Template Type Drop-down

    Printer_Template_Dropdown.png

  • Revel has redone the ability to create a new customer record by enhancing the "Send SMS on KDS Done" (Expedite KDS) feature. If the "Phone Prompt with Name" and "Send SMS on KDS Done" options are enabled, and an order is marked "Done" on the KDS, an SMS message will be sent to customers with phone numbers. Users may edit the default message as desired. Starting with POS 2.28 and KDS 2.28, the user may add the variable $order to the default text to include the order number in the message.
    Send SMS on KDS Done Setting

    Send_SMS_KDS_Done.png

    On the POS, this feature will function as such:

    • Inputting a customer's name or phone number will search against the CRM for potential matches.
    • Assuming that no matches are found, and assuming that the user inputs a phone number into the phone number field, Revel will allow the user to create the person as a customer.
    • After the user enters the customer's information (based on customer uniqueness requirements), Revel will or will not create the customer.
    • If the user has not entered enough information to add the customer to the order, Revel will open up the "Add a New Customer" window, forcing the user to fill in all required fields.
    • If the user does not input a phone number, Revel will assume that the name input is simply a call name and will proceed accordingly.
    • If the user chooses not to add and save the customer to the order, Revel will temporarily save just the name and phone number. The name will be used as the "Call name". The phone number will be added to the call name, and Revel will send the SMS message to the phone number provided.
  • Revel has added three (3) "Snaking" options for Tile Expedite mode, which will now allow users to control how the KDS tiles are organized. The user can configure these options by using the "Snaking Mode" drop-down option at the bottom of the Establishment > Peripherals > Kitchen Views page. Additionally, these settings may be configured directly on the KDS, by using the Settings > Order View screen, as shown in the image below. The new snaking options are as follows:
    • Scrolling - Disables the snaking view, and defaults the KDS to the original scrolling view.
    • Top Snaking - Orders start at the top of the KDA screen and snake downwards.
    • Full Snaking - Orders snake to fit the KDS screen.
    Snaking Options on the KDS

    Snaking_Mode.png

  • Kitchen Display users can now control the behavior of the Tile Expedite Timer. The "Reset Expedite Timer" setting has been added to the Establishment > Peripherals > Kitchen View Details page. The "Kitchen Parameters" setting must be set to "Tile Expedite" for the "Reset Expedite Timer" option to be visible. Users can choose one of the following options when configuring the new setting:
    • Never - Never resets
    • To 0:00 after each item is completed
    • To 0:00 after all items are completed
    • To time of initial item after all items are completed
  • Revel has added a "Stacking of Loyalty Tier Rules" drop-down list to the Settings page, inside the Gift, Rewards and Admin Cards / Loyalty section. If a loyalty tier offers multiple point accruals for a product that is included in a points awarding category, this setting determines whether they are competitive (default) and the best points are awarded, or if they are stacked and both points are awarded. For example, the product "Coke" may also be in a "Drinks" category and the Loyalty Tier may offer 5 points for a "Coke" product and a "Drink" category. Using the "Stacking of Loyalty Tier Rule" setting, the user may choose how points will be awarded to a product based on the selected loyalty tier and rule.
    Stacking of Loyalty Tier Rules Setting

    Stacking_Loyalty_Setting.png

  • Revel has added a "Restrict methods of payments based on applied loyalty tier" option to the Settings > Advanced Pos Settings page, which if enabled, will allow the user to add a list of payments types, under the "Restricted Payment Methods" option in CRM > Loyalty Tier > Settings page, that may not be used to pay for an order where the discount has been applied.
    Restricted Payment Based on Applied Loyalty Tier

    Restricted_Payment_Method_Loyalty.png

  • Revel has added an "Auto Apply Discounts" drop-down list to CRM > Loyalty Tiers page, which depending on selection, will automatically apply discounts associated to the Loyalty Tier that do not have preconfigured conditions. These discounts do not require points redemptions.
    Auto Apply Discount Option

    Auto_Apply_Discount.png

  • Users can now configure the system to apply awards rules to weighted item before or after the weight is rounded. The "Round weight before awarding points" option has been added to Settings / Gift, Rewards and Admin Cards / Loyalty loyalty settings page. When enable, the system will round weighted items to the nearest integer before awarding points. Otherwise, the system will award points based on the non-rounded amount. This is a staff-only setting, so users will need to contact Revel to enable it.
  • The "Edible Payment Options" settings are now customer facing and configurable by any user. They have been moved from the Settings / Advanced Pos Settings section to the Settings / Payments section of the Settings page. User can relabel three default payment options: "Other" and "Trade", which are accessed via the Credit+ and "Check", which has its own payment button and which captures a transaction ID. A confirmation pop-up message has also been added if someone does update these labels that reads: "Warning: Changing the label of a payment option will change the label of any payment that used that payment option in the reports."
  • To better reflect industry standards, Revel has renamed the "Enable Charge Backs" setting to "Enable card-present refunds". On any relevant pop-up message on the POS, Revel has changed the title "Charge Back" to "Card-Present Refund".
    Card-Present Refund Setting

    Card_Present_Refund_MC.png

    Card-Present Refund on POS

    Card_Present_Refund_POS.png

  • Revel has added a new "Use Change as Tip" option to the Settings page, under the Payments / Tip Options section, which is exposed only when the "Support Tips" option is selected. This setting, if enabled, allows the user to facilitate applying change to tops for both credit and cash payments. If the input amount of payment exceeds the amount outstanding, the cashier will be prompted to apply excess as a tip. For credit payments, it shall become possible to update payments by managing the value of the total payment in addition to managing the value of the tip.
    Use Change as Tip Setting

    Use_Change_Tip.png

  • If an employee is clocked in and receives non cash tips, Revel will now display the tips next to the correct role, per employee, under the "Role" heading on the Schedules > Payroll page.
  • The combo settings on the Products > Product Details page have been enhanced for usability. The combo options have been split into two sub-headings: Basic Product Details / Pricing options / Group Combo, and Basic Product Details / Pricing options / Upsell Combo. In the "Group Combo" section, the "Is combo" checkbox has been renamed to "Group combo". In the Upsell Combo section, the "Upsell Combo" drop down menu has been renamed to "Linked Upsell Combo" and the "Combo Upcharge" field has been renamed to "Product Upcharge Amount". If an upsell combo is selected from the "Linked Upsell Combo" drop down menu, then the "Product Upcharge Amount" field is changed to the "Upsell combo price" field.
    Enhanced Combo Settings

    combo_settings.png

  • The "*" symbol has been added to all required fields for Products, Modifiers, and Ingredients.
  • Product Price Life Cycle MIN / MAX pricing collars can now be fully integrated as life cycle items. The "Show Min/Max in PPLC dialog" setting has been added to the Settings / Advanced Pos Settings / Product Price Life Cycle section of the Settings page. If enabled, it allows the user to manage min/max prices through the Product Price Life Cycle.
  • When managing PPLC entries on the EMS, deletions are now also deleted on the target establishments.
  • Revel has added a new filter button in the upper right corner of the Products > Price Life Cycle page, which allows users to select the product option columns that they would like to display on the page.
    Product Price Life Cycle Filter Option

    PPLC_Filter_Option.png

    Revel has made the following changes to the columns on the Product Price Life Cycle page:
    • Product, Barcode and SKU columns headings will stay fixed to the left at all times when scrolling is available
    • Column Order:
      • Product
      • Barcode
      • SKU
      • Price Tier
      • Vendor
      • Start Date
      • MSRP
      • Original Price
      • Last Price
      • New Price
      • Min Price
      • Max Price
      • Product Active

      Min/Max will continue to be available only by setting. However, they will no longer cause the Vendor field to disappear.

    PPLC Columns

    PPLC_Columns.png

  • To improve user experience, the PPLC search has been enhanced. Searches will start to generate matches after the first three characters entered, and will limit the search result to top 25 matches.
  • The following enhancements have been made for PPLC entries:
    • Users can now create a PPLC entry with only min/max price value, active status, or only price value. If a PPLC entry is created with a min/max and a subsequent PPLC price entry falls outside the min/max, the price of the item will be reset to either the min or the max (whichever limit it is hitting). For example: If a user has a PPLC price change on April 1 to $10.00, and on March 25, they create a min/max entry for $8.00-$9.00. The $10.00 price will change down to $9.00 as it is no longer valid. Users must have a start date entered.
    • Users can push only price or only min/max values and "active" statuses from the EMS.
  • Revel has added a "Print Exchange Rate on receipt" sub-setting for Currency Conversion on the Settings page, under Payments / Currency Converter Settings, which, if enabled, prints the exchange rate between the base currency and the tendered currency on the receipt.
  • For users that accept receiptless returns, when a receiptless return is performed, Revel will now report the inventory cost using the current cost of the item, at the time of return.
  • In the Product Mix and Operations reports, receiptless returns are now displayed in the "Voids/Returns" sections.
  • Revel has changed the "Receiptless Returns (Store Credit)" heading on the Receiptless Returns report to "Receiptless Returns (Store Credit/Chargeback/Gift card".
  • Revel has made the following changes to the headers on the Product Inventory Log Report and Ingredient Log Report:
    • Clicking the search icon will allow the user to search by Name, Barcode, SKU, BIN
    • "Filters" button allows users to filter the report by Product Class, Action Type, and or Inclusions.
      Filters Drop-down List

      Filters_Inventory_Log.png

    • "Preferences" button allows users to select which columns to display in the report. Please note that these new headers include some basic changes in functionality. In previous releases, clicking "Show Details" exposed all of the details. In the 2.28 release, these columns are broken into logical buckets:
      • "Cost" fields = Cost Before / Cost After
      • "Quantity" fields = Qty Before / Qty After / % Qty Change
      • "Inventory Value Details" fields = Inv. Value Before / Inv. Value After / Inv. Change Value / %Value Change
      • "Extra Data" fields = Extra data
      Preferences Drop-down List

      Preferences_Product_Inv_Log.png

  • Revel has made the following changes to the headers on the Ingredient Inventory Summary Report and Product Inventory Summary Report:
    • Clicking the search icon will allow the user to search by Name, Barcode, SKU, BIN
    • "Filters" button allows users to filter the report by Product Class, Vendor, Inventory Unit, and or Inclusions.
      Filters Drop-down List

      Filters_Ingredients_Inv_Summary.png

  • The Adjustment Report has been updated with the new header style. The header now features the expandable filters window that allows the inclusions of different order types as well as an expandable Export section.
    New Header Style, Adjustments Report

    adjustments_report_new_header.png

  • The Discounts Report has been updated with the new header style. The header now features the expandable filters window that allows the inclusions of different order types as well as an expandable Export section.
    New Header Style, Discounts Report

    discounts_report_new_header.png

  • The following reports headers have been updated for ease of use:
    • Tills Report,
    • Commissions Report
    • Order History Report
    • Labor Report
    • Action Log Report
    • Taxes Report
    • Gift Cards Report
    • Store Credit Report
    • Reward Cards Report
    • Action Log
    • Adjustments
    • Inventory Summary
    • Discounts
    • Inventory Log
    • Product Mix
    • Payments (Establishment level)

    All inclusion filters are now located in the drop down menu accessed by clicking the "Filters" button. Any selections will be listed to the right of the button in italics. Users can access the calendar for custom date ranges by clicking the dates displayed under the report title. All export options for the report are now located in the drop down menu accessed by clicking the report_hearder_print_button.png icon at the far right of the report header.

  • Revel has added sticky headers to the Product Mix and the Product Mix Enterprise reports. Now, when the user scrolls down, the Product Mix table headers will be visible.
  • Revel will alphabetize classes within Product Class drop-down lists located in reports.
    Alphabetized Product Class Drop-down List

    Alphabatized_Product_Classes.png

  • Revel will now allow users to sort the Product Mix Report by product category and sub-category.
    Product Mix Report Preference by Product / Category

    Pmix_Preference_Category.png

    Product Mix Report Sorted by Category / Sub-Category

    Product_Mix_Sorted.png

  • When sorting the Product Mix Report 'by category', Revel will now display the filter option "Product Categories" instead of "Product Classes" so that the user can now filter by category.
    "Product Category" Filter Option

    Filter_Product_Category.png

  • The Order History Report will now represent a move/transfer of an item from one order to another as "Transferred" instead of deleted.
    Move / Transfer of an Item Labeled as "Transferred"

    Transferred_Order_History_Report.png

  • Since Revel no longer treats receiptless returns like exchanges, the Order History Report has been updated to reflect the new behavior.
  • Cross store returns are now displayed in the Payment Summary Report in the "Payment Details" section. The report for the store that is accepting the return will display the payment in italics. Clicking on the payment will prompt the display of a pop up message, indicating that the user will be taken to the Order History Report for the store where the item was originally purchased, in order to view the original order. Clicking the "Move" button will open the URL for the original establishment in a new browser tab.
  • As with the Sales Summary Report in version 2.25, The Operations Report, Product Mix Report, and Hourly Sales Report headers have been updated for ease of use. All filters are now located in the drop down menu accessed by clicking the "Filters" button. Any selections will be listed to the right of the button in italics. Users can access the calendar for custom date ranges by clicking the dates displayed under the report title. All export options for the report are now located in the drop down menu accessed by clicking the report_hearder_print_button.pngicon at the far right of the report header.
  • Revel has made the following changes to the House Account Summary report, specifically to the header near the top of the page:
    • New banner with calendar, search, and export icons.
    • "Show reports, adjustments, orders" links have been replaced by the "Show Details" link. If there are details to show, the link will be blue. If there are no details to show, the link will be grey (inactive).
    • Address line is added to each customer.
    Redesigned House Account Summary Report

    House_Account_Summary_Report.png

  • For users with multiple currencies configured, the Cash Office Report now displays safe drops in the currency of the drop.
    Safe Drop Currency in Cash Office Report

    cash_office_safe_drop_currency.png

    Confirm Safe Drop Window, Multiple Currencies

    cash-office-confirm_safe_drop_currencies.png

  • Revel has added a "Special request" column to the Customers' Orders Items export, which allows the user to export critical information about the customer, in cases such as: if the customer purchasing the product/service for their child, the name of the child, the date of the service/event, how many people are attending the service/event with that purchase, etc.
  • Revel has added an icon (double-cross) next to all tax names with a tax rate of 0% on the Tax report to inform users that this designation generally occurs because the tax has been removed, either manually on the POS or because the customer is a member of a tax free customer group.
    0.00% Tax Rate Icon

    Tax_Icon.png

  • All Management Console changes are now reflected in the Action Log Report.
  • Price overrides are now displayed in the Action Log report.
    Price Override in the Action Log

    action_log_price_override.png

  • The Establishment Payments Report now features an alternate view that allows users to view their sales and payments on a daily basis. The new "By Day" view is selected from a new drop down menu at the top of the report, as displayed in the figure below. When selected, a "Date" column is added to the report.
    Establishment Payments Report, By Day View

    establishment_report_by_day_view.png

  • On all reports, warnings and inclusions have been enhanced with tip text to help clarify how those inclusions affect the report.
    Report Inclusions Tip Text

    reports_inclusions_tip_text.png

    Report Warnings Tip Text

    reports_warnings_tip_text.png

  • The "Weekly Trending Sales Report" is now an option for Email Report Jobs. Users can select it from the "Reports" drop down menu when configuring an Email Report Job.
    Email Report Jobs, Weekly Trending Sales

    email_jobs_weekly_trending_sales_report.png

  • Revel has added a "Tare Increment" drop-down setting to the Retails Service Settings / Scales section of the Settings page. This setting is exposed when the "SC CERT" (scale certification) setting is disabled. If scale certification requires that the tare increment be the same amount that the scale returns weights, the user may select an appropriate increment using this drop-down setting. Generally speaking, pound scales increment by 0.005 and ounce scales by 0.1.
  • If "SC CERT" setting is enabled, and the scale is configured as a pound scale, with three decimal places, then tares will be forced to end in either 0.005 or 0.010. The user cannot have a tare of 0.003. Revel will enforce this both on the POS for manual tares and on the Management Console for product configuration.
  • If "SC CERT" setting is enabled, and the scale is configured as an ounce scale, with one decimal place, then tares will be forced to be limited to 1 decimal as will. The user cannot have a tare of 0.03. Revel will enforce this both on the POS for manual tares and on the Management Console for product configuration.
  • Revel users may now copy weekly shift schedules for single or multiple employees on the Schedules > Shift Schedule page. Clicking on the corresponding check box next to a single or multiple employee(s) will now display a "Copy Shift(s)" option below, which if selected, will allow the user to select a week to copy particular employee(s)' shift to.
    Copy Weekly Shift Schedule

    Copy_Employee_Shifts.png

  • The "Hide Empty" option has been added to the Employees > Shift Schedule page, allowing users who are not scheduled from both the Management Console display and schedule exports. This option is disabled by default.
    Schedules, Hide Empty Option

    schedules_hide_empty.png

  • Revel has increased the maximum duration for its password change policy from 30 to 90 days. This is configured using the Settings / Security Settings / Enable Password Policy / Password duration in days setting. This is a staff only setting, so users will need to contact Revel Systems to have their password policy updated.
  • The "Enable one touch menu" and "Dynamic menu headers" settings on the Settings > Basic Pos Settings page have been replaced by a single setting called "Nested Menus". If selected, the new setting will enable a click through menu style, where top menu, category, and subcategory are listed in a bar above the menu. Otherwise, your menu will be displayed in a tiered format with a full rows of categories and subcategories above the products. Additionally, if selected, the setting will expose the existing "Stay on Last Item" setting; otherwise, the "Stay on last item" setting will remain hidden.
    Nested Menu Setting

    Nested_Menus_Setting.png

    Nested Menu Headers, POS

    Nested_Menus_Setting_POS.png

  • Users can now access time tables for Online Orders and Revel Guard through a link in the Basic Pos Settings.
    Time Table Link, Basic Pos Settings

    online_ordering_time_table_links_basic_pos_settings.png

  • The "Quantity" action icon has been added to the Establishment > Stations > Station Details page, and is now configurable for display on the POS.
  • For Table Service users, Revel has renamed the setting "Do not prompt for course if product course equal 0" to "Do not prompt for seat or course if product course = 0" on the Settings > Table Service Settings page. In previous releases, the setting was exposed only if the "Prompt for course" setting was enabled; in the 2.28 Release, this setting will be exposed independent of the "Prompt for Course" setting.
  • Revel has added an "alert each completed sales" sub-setting to the "Till alert" setting on the Settings / Payments / Tills page. If this sub-setting is enabled, and money in cash-drawer exceeds the value set, the POS will display a reminder message after each completed sale. The reminder message will continue to display after each completed sale until a safe-drop has been performed.
    Till Alert Message After Each Completed Sale

    Till_Alert_Message.png

  • To support cash reconciliation operations, Revel has added an "Envelope Number" option to designate each safe drop with a distinct identifier code. The "Envelope Number" option can be found on the Tills > Drawer [#] > Safe Drop screen on the POS.
    Envelope Number Option

    Envelope_Number_Safe_Drops.png

    Once a safe drop is performed on the POS and given an Envelope Number, the Envelope Number will be represented in its corresponding section on the Cash Office Report.

    Envelope Number on the Cash Office Report

    Envelope_Number_SD_BE.png

  • Users can now configure the "Safe Drop Receipts" setting to print two copies.
  • Revel has updated its company favorite icon, which was formerly Previous_Revel_Favicon.pngto the Revel up arrow, shown below.
    New Revel Favorite Icon

    New_Revel_Favicon.png

  • On the Wetstock Daily Reports, Revel has added tip text style explanations for each of the following column heading calculations:
    • Volume Pumped
    • Test XFER
    • Book Stock
    • Closing Actual Stock
    • Variance
    • Variance (%)
    • Cumul. Var
    • Cumul. Var (%)
    Tip Text for Wetstock Report Column Headings

    Tip_Text_Wetstock_Report.png


Revel iPad POS Enhancements

  • As part of Revel's ongoing efforts to create a modernized user interface, Revel has updated the CDS user experience. Some of the changes to the user experience can be seen in the images below:
    Updated CDS Order Screen

    CDS_Order_Screen.png

    Updated CDS Tips Screen

    CDS_Tips_Screen+.png

    Updated CDS Signature Screen

    CDS_Sig_Screen.png

    Updated CDS Rewards Screen

    CDS_Rewards_Screen.png

    Updated CDS Receipt Option Screen

    CDS_Receipt_Options.png

  • When entering a new customer, the POS will now pre-populate the information that was entered in the customer search field.
  • The POS will now use the longitude / latitude coordinates for the starting point of the delivery in Delivery Management. Users can drag and drop the Google pin to the desired position on the map in the establishment section of the Management Console, and the POS will use the corresponding coordinates.
  • Minimum purchase totals that are needed to accrue points now do not include tax as part of their calculations.
  • Revel now supports preset Variable Discounts, that is, discounts that can be given for the same reason, but at different amounts. Users can create named discounts that do not have the amount of the discount configured. This can apply to amount, percentage, and reprice discounts. These discounts will not support auto apply rules and cannot be used for volume discounts. Only basic discount rules apply to variable discounts.

    To configure a Variable Discount click the new "Variable Discount" checkbox, on the Products > Discount Details page. The amount of the variable discount (percentage, amount or reprice) will be input on the POS by the user when the discount is applied. If the setting is enabled, then the "Amount" field will be greyed out, as will the "Auto-Apply" setting, and advanced discount rules will not be displayed.

    Variable Discount Checkbox

    Variable_Discount.png

    A Variable Discount may be needed if a user offers discounts for the same reason, but at different amounts. So, if the setting is enabled, the amount of the variable discount (percentage, amount, or reprice) can be inputted on the POS when the discount is applied. On the POS, variable discounts are applied manually.

    Variable Discount Selection on POS

    Variable_Discount_POS_1.png

    Variable Discount Entry on POS

    Variable_Discount_POS_2.png

    Variable Discount Applied on Order Screen

    Variable_Discount_POS_3.png

  • As part of its POS user interface updates, Revel has updated the user experience / interface of the End of Day Process on the POS. Although the EOD functionality will remain the same, updates to the End of Day UX / UI can be seen in the images below.
    Updated Reconcile Open Order Screen

    EOD_Update.png

    Updated Process All Credit Cards Screen

    EOD_Update_1.png

    Updated Confirm Employee Time Cards Screen

    EOD_Update_2.png

    Updated Close All Tills Screen

    EOD_Update_3.png

    Updated Print Report Screen

    EOD_Update_4.png

  • For fiscal printer users in Poland, Revel will now list out all paid orders, including any/all recently transacted orders, when the user performs a search via Transactions > Find Orders by Print ID.
  • For fiscal printer users in Poland, Revel will no longer allow the user to print a fiscal receipt when an item has been reduced to $0.00 unless the item has been discounted to $0.00. Then Revel will allow the user to print a non-fiscal receipt for the particular item.
  • Revel has added a Print ID column, which will display the Print ID number, on the "Held Orders" and "Today's Orders" windows, nested inside the "Transactions" button.
    Print ID Column on Today's Orders

    Print_Id_Todays_Orders.png

  • Revel has now made it possible to find an order by a print ID number using the "Find Orders by Print ID" option; additionally, the user may also search for a print ID number on "Held Orders" and "Today's Orders" options, nested inside the "Transactions" button.
    Find Order by Print ID

    Find_Print_ID.png

  • For Polish Fiscal Receipts, Non Fiscal Receipts, Fiscal / Non Fiscal Printouts, Fiscal / Non Fiscal Invoice and their corresponding Documents Storage duplicates, the word "Karta" will now be used when one of the following Credit+ selections are made:
    • Amex
    • Discover
    • Mastercard
    • Visa
    • Debit
  • For Polish establishments, the POS now supports the printing / reprinting of receipts with voided items on orders. The POS will hide fiscal receipts from the reprinted documents list when non fiscal invoices are created or an order is voided fully.
  • For Polish fiscal receipts, Revel will now display the authorization number text in Polish as "Numer autoryzacji" instead of "Nr transakcji". Also, Revel will now display the voucher number text in Polish as "Numer poświadczenia wpłaty".
    Fiscal Receipt with Auth. Number and Voucher Number

    Fiscal_Receipt_Auth_Num.png

  • To avoid unnecessary printing errors, Revel has enhanced the POS to read errors from the Polish Fiscal Printer.
  • The "Print Z Report" role permission has been added for manually printing the Fiscal Z Report on the POS. When printing the report, if the role of the employee has the permission enabled on the Management Console, the report will print without issue. If the role permission is not enable, the POS will prompt for a manager PIN number prior to printing the report. This functionality is supported in version 2.25.
  • After a fiscal receipt is printed, non-fiscal receipts no longer increase the serial number that was on the fiscal receipt.
  • The POS now supports returns on fiscal and non-fiscal invoices for non-fuel items.
  • When the user now manually changes the price of a fuel product, or updates the price of a fuel product using Product Price Life Cycle (PPLC), the POS will display a pop-up window with the name of the fuel product along with its current and new price. This will take place when the POS refreshes configuration and receives any new prices for fuel products, or when a PPLC fuel product price update goes into effect. IF there are concurrent price updates via Product and via PPLC, the POS will decide which price should be used. The Enabler will not be auto-updated after a configuration refresh, but instead will obey the "Delay Period" or "Number of Delays Allowed" settings, which can now be accessed on the Settings page, inside the Fuel Retail section of the Management Console.
    Fuel Product Price Change Prompt

    Price_Changes_Prompt.png

  • For Fuel Retail users in Singapore, once an order is closed, Revel will now allow the user to reprint a copy of a receipt by tapping the "Reprint" button from the Order Screen.
  • Revel now supports the new version of the ITL Enabler Embedded software, v1.1.4.
  • Now, as a part of any pricing update message, Revel also pushes the product name to the Enabler.
  • The Item Details screen is now supported on fuel retail establishments. Users can now override prices on items added to transactions before having to tap the "Pay" button. After adding an item to the transaction, tap the item to bring up the Item Discount screen to the right of the transaction window.
  • Revel now supports ValueLink gift cards in conjunction with the FreedomPay payment processor.
  • House accounts can now be created and managed on the POS. The new "House Account" Role Permission has been added to the Management Console. Enabling the permission allows the user to create house accounts on the POS and reset those account limits. On the POS, there are two locations where the user is prompted to create a house account.
    • From the Manage Customer window, the user taps the Edit Info button and taps the House Account button. If the customer has no house account, the POS will prompt with a pop-up, indicating such and asking the user if they wish to create one. Create now? If the user taps Create and they don't have the correct permission enabled, the typical input PIN pop-up will appear. If they do have they correct permission the POS will prompt with an Account Limit window, where the user will enter the account limit for the new house account. The field in the window will be pre-filled with the Default House Account Limit if it has been configured, otherwise it will display 0.00. After a limit has been entered, the POS will create the house account and open to it.
      New House Account Prompt

      pos_house_account_no_account_popup.png

      New House Account Limit

      pos_house_account_limit.png

    • When the user tries to pay for an order with a house account and the customer doesn't have one, the same prompt/flow will take place. The only difference is that the POS won't open to the house account upon creation and limit set. It will simply process the payment.
    On the POS, house account limits can be adjusted from two places:
    • From the house account screen itself , users can tap the new Adjust Limit action icon. Tapping it will bring up a window that displays the current limit which can be overwritten, in the same window as is shown in the New House Account image above.
      House Account Screen, Adjust Limit Button

      pos_house_accounts_adjust_image.png

    • If the user attempts to pay for an order which would exceed the house account limit, the POS will adjust the error pop-up, "Customer has exceeded their House Account limit. Adjust the limit?" If the user taps Adjust, the POS will bring up the same Account Limit window as shown above.
  • Revel has added inventory management support for the Honeywell Captuvo SL62 device.
  • The updated user interface for the Revel Inventory App is now supported on iPad minis.
  • The Actual Serial Results List pop-up screen has been updated for the new user interface style.
    Actual Serial Results Window

    actual_serial_results_pos_new_ui.png

  • Revel has added a "Finalize Receipt?" pop-up window when confirming receipt of Purchase Orders on the POS.
  • Revel has made the several changes to the default Invoices template that include:
    • For consumer and business information, moved the city of the address on the line below the street of the address
    • Added the name of the business as the first line of the address
    • In the invoice signature, replaced the cashier's name with the name of the business and moved the name of the cashier to the header of the invoice
    • Added support for modifiers
    Sample of a Default Invoices Template

    Invoices_Template.png

  • The "Due Date" field has been added to the default invoice template. Due dates are now printed on invoices by default.
  • Customer names and pickup times are now displayed on the KDS for all order types. The images below highlight the displayed names and times for the various KDS views.
    Customer and Pickup Time Display, Expedite View

    customer_pickup_time_kds1.png

    Customer and Pickup Time Display, Tile View

    customer_pickup_time_kds2.png

  • Revel has added a new default recipe template for Epson kitchen printers. So, when the user sets the "Prints" drop-down option to "Recipe" and the "Type" drop-down option to "Epson" on the Establishment > Peripherals > Printers page in the Management Console, and prints a kitchen receipt with recipes, the default template will display recipes in the following format:
    New Default Receipt Recipe Format

    Recipe_Template.png

  • Revel has disabled the ability to add items while the customer is on the Checkout and Payments screen(s) of the Kiosk.
  • An order that has been discounted 100% will be considered as a valid payment and can now be successfully sent to the kitchen.
  • For Punchh and Synergy loyalty users, Revel has added support for scanned QR redemption codes so that the following rules apply:
    • A redemption code will now have 7 digits or letters
    • A loyalty card will now have 10 or more digits
  • For Punchh Loyalty users, Revel has renamed the "Manage Punchh User" option to "View Account Balance", as shown in the image below.
    View Account Balance Option for Punchh Loyalty Users

    Punchh_View_Account_Balance.png

  • Revel has added a streamlined approach for looking up Punchh Loyalty customers. Now, when the user taps the "Redeem Rewards" button, an "Enter Punchh User Information" pop-up window will appear with a single text field in which the user may search by the following parameters:
    • 4 Digits: QR Code/Card
    • 7 Digits: Redemption Code
    • 10 Digits: Phone Number
    • Email Address
    Punchh Loyalty User Information Entry

    Punchh_User_Info.png

  • The "Enable one touch menu" and "Dynamic menu headers" settings on the Settings > Basic Pos Settings page have been replaced by a single setting called "Nested Menus". If selected, the new setting will enable a click through menu style, where top menu, category, and subcategory are listed in a bar above the menu. Otherwise, your menu will be displayed in a tiered format with full rows of categories and subcategories above the products. Additionally, if selected, the setting will expose the existing "Stay on Last Item" setting; otherwise, the "Stay on last item" setting will remain hidden.
    Nested Menu Setting

    Nested_Menus_Setting.png

    Nested_Menus_Setting_POS.png

  • The "Top Menu" heading will only be visible when the user is nested inside the menu, within a category or subcategory. When this is the case, the "Top Menu" text heading button will become selectable.
  • The following prompt will now appear on the POS when there is zero internet connection.
    Network Reconnection Prompt

    Connection_Prompt.png

  • Revel will now display validate error description messages with the associated error code titled in bold.
    Error Code and Description

    Error_Description.png

  • The following prompt will now appear on the POS when there is zero internet connection.
    Network Reconnection Prompt

    Connection_Prompt.png

  • Revel will now display validate error description messages with the associated error code titled in bold.
    Error Code and Description

    Error_Description.png

  • Revel has significantly improved application response times for situations when a user is adding more than 50 products or discounts on an order.
  • For Product Price Life Cycle (PPLC), Revel will now display the current price of a product rather than the original price under both the Manage Item Mode (MIM) and Inventory features on the POS.
    PPLC Current Price on Management Console

    PPLC_MC.png

    PPLC Current Price on MIM

    PPLC_Price_POS_1.png

    PPLC Current Price on Inventory

    PPLC_Price_POS.png

  • Revel will now include any/all voided items on the sales receipt printout.
  • Revel will now group items by seat number on the sales receipt printout.
  • Revel will now ensure that the table number matches on both the SRM and the receipt printout.
  • Revel will now display the subtotal (mtTransAvTaxes) on the receipt, the receipt reprint, and the duplicate.
  • Revel has will automatically sync date and time from POS to SRM in order to prevent reporting issues.
  • Revel has removed the split bill functionality from Quebec SRM.
  • For Revel's Quebec SRM users, the server's name is now indicated on the receipt and in the SRM for each order.
  • For Revel's Quebec SRM users, the refunded subtotal amount is now printed on refund receipts.
  • Revel has added a "Due To / Due From" field to the Employee Sales Report on the POS. This field will track orders which are returned across different establishments.
  • For businesses that use multiple currencies, the Cash Log and Till Log now reflect each cash movement in the currency in which it was originally made. Because of this, the following changes have been made to the Cash Log and Till Log:
    • There are now sections for each tracked currency, with the base currency always listed last on the reports.
    • Safe Drops are featured in each section.
    • Because Payment may be given in an alternate currency and the change given in the base currency, the logs will reflect the amount tendered and the change, as well as the payment amount.
    • Change made against alternate currencies will be represented against the base currency.
    • For the Till Log, Actual and Difference columns are displayed for each currency. Coins dispensed shall be represented only against the Base currency.
  • Revel has added a "Tally" checkbox option to the Products > Discounts > Discount Details page, which if selected, will indicate that the discount's usage is to be totaled and displayed on reports. Revel has added a "Counted Discounts" section to the Sales Summary Report, which will account for the number of times that each discount checked above was used during the reporting period.
  • Revel has removed the "Man Wt" label when setting tare on the POS and has added the unit of measurement on the order receipt. So, when the user sets the tare on the POS (as opposed to just using a present tare), Revel will now print the order receipt without the "Man Wt" label but will include the unit of measurement. For example, 2.25 MAN WT @ 0.99/lb will now appear on the order receipt as 2.25 lb @ 0.99/lb.
  • When the "SC CERT" (staff-only) setting is enabled on the Establishment > Establishment page, and the user taps the Revel logo located in the upper left corner of the log in page, Revel will now include the make and model of the product on the Version Information window.
    Version Information window with Make and Model

    Version_Info.png

  • Revel has moved the "NTEP Certification" field inside Settings > About tab.
    NTEP Certification Setting

    NTEP_Certification.png

  • The "Lock Scale Amount" setting, located on the Settings / Retail Service Settings / Scales page of the Management Console, now also prevents manual weight entry for negative weights.
  • Users with an SC-CERT scales certification will no longer have "NET" values displayed on receipts. This is also supported in Version 2.25.
  • On the POS, on the Orders > Shipped Orders > Order Details page, the "Email Order" action button has been moved under the Order Details.
  • The following prompt will now appear on the POS when there is zero internet connection.
    Network Reconnection Prompt

    Connection_Prompt.png

  • Revel will now display validate error description messages with the associated error code titled in bold.
    Error Code and Description

    Error_Description.png

  • For TestFlight users, Revel will now prompt users with constant pop-up alerts informing them when their TestFlight beta app is set to expire.
    TestFlight Expiration Pop-up Warning

    Test_Flight_Expiration_Alert.png

  • As part of the POS Revamp feature, the Reassign Drawer option has been added to the Drawer screen. Tapping the option will prompt a window to display where the user can select a new employee to assign the till to.
    Reassign Drawer Option

    pos_reassign_till.png

  • To support cash reconciliation operations, Revel has added an "Envelope Number" option to designate each safe drop with a distinct identifier code. The "Envelope Number" option can be found on the Tills > Drawer [#] > Safe Drop screen on the POS. The envelope number will also be printed on Safe Drop receipts.
    Envelope Number Option

    Envelope_Number_Safe_Drops.png

    Once a safe drop is performed on the POS and given an Envelope Number, the Envelope Number will be represented in its corresponding section on the Cash Office Report.

  • On the "Till Management" window, the "Print Safe Drop" option has been removed. Safe drop receipts will now print only when the user submits the safe drop.
  • If a user does NOT have permission to open a cash drawer, nor perform pay ins or pay outs, Revel will now grey out the "Pay In", "Pay Out", and "Safe Drop" buttons on the till management screen, making them nonfunctional (cannot be selected).
    Pay In/Out and Safe Drop Permissions Nonfunctional

    Till_Functionality_Disabled.png

  • As part of Revel's ongoing efforts to create a modernized user interface, Revel has updated the "Batch Process", "Declined Payments", and "Offline Payment" screens under Settings > Manager Settings on the POS. Some of the changes to the user experience can be seen in the images below:
    Batch Process screen for FirstData

    Batch_Process_First_Data.png

    Batch Process screen for Moneris

    Batch_Process_Moneris.png

    Batch Process screen for FreedomPay

    FreedomPay_Batch_Process.png

  • As part of Revel's ongoing efforts to create a modernized user interface, Revel has updated the "Time Management" screens on the POS. The changes include the following:
    • Rows will remain together if they are for the same shift.
    • Grouped shifts into sections depending on current status (Clocked in, On Break, Clocked Out).
    • Display amount of time an employee has been clocked in
    • Secondary "Table" view accessed by tapping the list icon in the upper right corner
    Some of the changes to the user experience can be seen in the images below.
    Time Management Updated UI

    Time_Manag_UI.png

    "Sort by" Filter on Time Management Screen

    Time_Manag_UI_1.png

    Table View - Time Management Screen

    Secondary_View_Time_Management.png


Web Ordering & E-Commerce Enhancements

  • Revel has added two new image upload settings under the Online Ordering Settings / Appearance section on the Settings page of the Management Console, named "Main Store Logo" and "Store List Logo". These options will allow users to upload their unique brand imagery as desired. The image uploaded to "Main Store Logo" option will appear at the top of the order menu page online, the top left of your kiosk order screen, and your kiosk start screen. The image uploaded to "Store List Logo" will appear on the store lists for directory and white label ordering apps, as well on the desktop web ordering store list.

    Note: If applicable, the "Main Store Header Logo" will override the establishment "Logo" which can be set on the Establishment > Establishment page.

  • Revel now allows users to connect two different Custom Commerce applications with the same instance on the Android and iOS platforms.
  • Revel has updated the “Thank You” screen of the Custom Commerce ordering apps to be consistent for both the iOS and Android platforms.
  • Revel has reduced the load time for online ordering menus, especially when users scroll through products using the pagination.
  • Mobile and web ordering users will now have the ability to use any gift/reward card which may be linked to other customers with the same email address or phone number. Revel will now retrieve the gift/reward card information from a collection of CRM records that share either the same email address and/or the same phone number of the profile saved for a customer.

    This can be configured using the following settings on the Online Ordering Settings / General page in the Management Console:

    • Loyalty Number Link by
      • email: primary customer record (default on)
      • email: all records (default on)
      • phone number: with null email value only (default off)
      • phone number: all (default off)
    • Gift Card Number Link by
      • email: primary customer record (default on)
      • email: all records (default on)
      • phone number: with null email value only (default off)
      • phone number: all (default off)

    Anonymous users however, will not be able to redeem points from reward cards, but will only have the ability to collect them. Because anonymous users do not have the ability to redeem points, they will not be able to use loyalty discounts.

  • The "Week Start" setting, located in the Settings / Reports section of the Management Console, now applies to web orders and customer commerce mobile applications.
  • The "Tax by Dining/Order Option" setting, located in the Settings / Advanced POS Settings section of the Management Console, now applies to web orders.
  • Revel has made managing Time Tables easier with Revel Guard. For Time Tables, Revel will now require that users make an entry in the "Start Date" field, but will not require an entry in the "End Date" field, on the Online Ordering Settings / Timetables/ Timetables Periods section of the Settings page.

Management Console Fixed Issues

  • Fixed Tip Pooling view issue.
  • Fixed issue with the Time to Payment field on the Speed of Service Report.
  • Fixed discount creation issue when using the API.
  • Fixed "ValueError: could not convert string to float" issue.
  • Fixed "KeyError:'none'.
  • Fixed "PO error" RQWorker issue.
  • Fixed issue with pie charts on the Product Mix Enterprise Report displaying the same product multiple times.
  • Fixed issue with House Account data being sent incorrectly to the Management Console.
  • Fixed issue with the Daily totals data on the Labor Report.
  • Fixed incorrect support number issue when an establishment is Disabled.
  • Fixed issue with the date on emailed receipts.
  • Fixed issue with emailed receipts which included tax breakdown and a tip line although those settings were disabled.
  • Fixed CRM export/import issue when a CRM list with customers was imported which did not include the customers.
  • Fixed issue with online order processing issue due to address validation.
  • Fixed issue with exporting excel files from the Management Console, creating them in *.xls format instead og *.xlsx.
  • Fixed inaccurate inventory issue after changing quantity.
  • Fixed "ghost category" issue when exporting or changing categories in the product details.
  • Fixed issue with disappearing table tag numbers when refreshing the browser.
  • Fixed issue with discrepancy in reporting safe drops when viewed by POS station(s).
  • Fixed issue with IODError: write error: /widget/recipes/search/.
  • Fixed issue with assigned admin permission set not allowing the ability to add new items to saved Purchase Orders.
  • Fixed issue with default modifiers appearing twice if selected once, increasing the actual price of the product.
  • Fixed "PayPal server is not available Request failed: unauthorized (401)" issue.
  • Fixed issue with miscalculated discounts on the Product Mix Report.
  • Fixed issue when trying to import a file into the Product menu.
  • Fixed issue with Virtual Till payouts, which would not appear after checkout.
  • Fixed issue with unassigned modifiers appearing on the modifier prompt.
  • Fixed issue with the system adding extra tables on Table | Layout View, stacking them on top of each other.
  • Fixed issue with Matrix Products displaying incorrectly in the Management Console.
  • Fixed "sstop.revelup.com: IOError: write error" issue.
  • Fixed incorrect cost calculation issue.
  • Fixed issue with customer names that changed to previous customers for online orders.
  • Fixed issue with the column data on the Time Worked PDF export being partially cut off.
  • Fixed issue with "QuickBooks Detailed" feature.
  • Fixed issue with Revel Lite QSR Add-Ons (Inventory and Vendor/PO Management) which are not visible on the Management Console.
  • Fixed "Is Being Processed" issue with inventory transfers
  • Fixed issue with invoices with items voided and closed will no longer appear with a balance due.
  • Fixed issue with "Is Service" products not appearing under Appointments.
  • Fixed issue with the Insights app not including "Sunday" on "This Week" reports when generated on a Sunday.
  • Fixed issue with Adjust Reward Data and the export missing many days of data.
  • Fixed "Update 2.25.5: Key (content_type_id, oject_id, object_id, key)=(68, 11419, bottle) already exists" issue.
  • Fixed issue with House Account charges being transferred incorrectly to QuickBooks Desktop.
  • Fixed issue with missing data in QuickBooks Online.
  • Fixed Inventory Costing Method issue in FIFO, particularly with product cost.
  • Fixed Inventory Lot in LIFO issue, particularly with cost resets to 0.00.
  • Fixed issue with gift card transactions not posting to the Management Console.
  • Fixed sales server issues.
  • Fixed loading issue with the Sales Summary Report when filters are not selected.
  • Fixed uploading issue with the ingredients lists.
  • Fixed issue with discounts applying only after re-provisioning.
  • Fixed issue with Comps/Waste, and particularly updating inventory costs.
  • Fixed Payroll tip issues when roles are expanded.
  • Fixed issue where present refund orders were not appearing reports.
  • Fixed issue where gift card transactions were not being posted to the Management Console.
  • Fixed issue with start and end data points for daily/weekly graphs on the Insights by Revel application.
  • Fixed issue with Vintelligence API related orders which lack payment information.
  • Fixed issue when adding parent attributes to existing child products.
  • Fixed issue with deactivating employees.
  • Fixed unknown error with the Product Mix report.
  • Fixed issue with Sales Summary and Product Mix data on the Exchanges report.
  • Restored the "Marketing image" setting for Zapper Payment integration on the Setting > Payments / Zapper Payments page.
  • Fixed issue with data in the Hourly Sales report, specifically, when using certain administrative permission sets.
  • Fixed issue with Tip Pooling "Start" and "End" day selection.
  • Fixed issue with a disabled role permission allowing users to perform the disabled action, specifically, with the Transfer Orders role permission.
  • Fixed the "2.25.7 update: migration fail coreAPi.623_620_again" issue.
  • Fixed "Error 445 - Message Integrity Error" issue.
  • Fixed unexpected barcode error issue with product modifier export.
  • Fixed Payroll load issue.
  • Fixed issue with Insights App where when scheduled employees went on break, they were still displayed as on the clock, and when non-scheduled employees went on break, they disappeared from the display.
  • Fixed issue with discount codes which do not appear in the Discounts Reports.
  • Fixed "Unknown Error" issue when receiving Purchase Orders.
  • Fixed issue with inventory management, specifically, with receiving ingredients.
  • Fixed issue with inventory transfers which were stuck on "Is Being Received".
  • Fixed issue with COGS and GM being miscalculated in the Product Mix report.
  • Fixed issue with copy failed emails.
  • Fixed issue with the Management Console diagnostic error blocking users from logging in.
  • Fixed error message issue upon receiving inventory.
  • Fixed issue with the Product Inventory Summary not showing used items as "Used".
  • Fixed issue with shipping fee SKU which did not appear in the Sales export file.
  • Fixed issue with incorrect quantities in Ingredient Summary report.
  • Fixed issue with the inventory management miscalculating received inventory.
  • Fixed issue with error message that displayed when selecting the Export button on a few reports.
  • Fixed "Internal server" issue when opening products.
  • Fixed "2.25.7 failed update: upload_spf" issue.
  • Fixed Wetstock Inventory Reporting issue when altering a fixed session.
  • Fixed "RelatedObjectDoesNotExist: SystemSetting has no establishment" issue.
  • Fixed issue with the Billing portal not displaying certain invoices.
  • Fixed issue with RMA "Price" field crumpling the cost into the currency sign.
  • Fixed issue with unlinking Gift and Reward cards from the CRM.
  • Fixed "Internal server error" issue with pushing changes via EMS.
  • Fixed RQ worker issues.
  • Fixed Product Mix report and Product Inventory Summary discrepancy issue.
  • Fixed issue with slow SQL queries.
  • Fixed loading issue with payment tips in Payroll.
  • Resolved accidental manual edit issue by removing generated CSS/JS files from the source repository.
  • Resolved duplicate transactions issue with Intuit Payments.
  • Resolved duplicate transactions issue with FreeedomPay EMV.
  • Fixed issue with calculating total payments in the Insights app.
  • Fixed display issue with "Status", "Schedule", and "Alerts" under Shift Details in the Insights app.
  • Fixed display issue with sales graphs in the Insight app.
  • Fixed errors when transferring Inventory between establishments.
  • Fixed issue with SSMC payment tips excluded from the Sales Summary breakdown.
  • Fixed issue with locked products in the EMS.
  • Fixed "incorrect cost calculation" issue on the Ingredient Inventory Log Report.
  • Fixed display issue with "Support Tips" setting under Retail Service Settings.
  • Fixed "Nested Menu" issue.
  • Fixed issue when changing primary vendor for products.
  • Fixed issue when filtering Ingredient Inventory SummaryReport by vendor.
  • Fixed issue with "Prompt for Tips" functionality operational when disabled.
  • Fixed issue with reduction in Invoice deposits from "Actual Total cash to business" in OPS: Cash Sum.
  • Fixed issue with the Sales Summary Report not reporting "TIP IN" calculation.
  • Fixed issue with Services Performed Report not updating according to the Order History Report records.
  • Fixed issue with decrease in current inventory numbers when uploading or deleting an image associated to a product.
  • Fixed negative value issue when updating the actual quantity of an ingredient to zero.
  • Fixed issue with choosing a custom date range on the Sales Summary Report.
  • Fixed "No Exact Matches Found" error message issue for available time slots when making Appointments.
  • Fixed issue with removing and or saving employees using the Appointments tab.
  • Fixed system error with receiving inventory items.
  • Fixed misrepresented data issue on the House Account Summary Report.
  • Fixed missing product description issue when pushing products in the EMS.
  • Fixed issue when deactivating employees.
  • Fixed count issue with Product Mix Report export.
  • Fixed mismatching data issue in the Product Inventory Summary Report.
  • Fixed issue with appointments booked outside of time blocks.
  • Fixed issue with transferring Item Discounts to QBDT.
  • Fixed outstanding balance issue due to Exchanges, Returns, Receiptless Returns, and Voids in QBDT.
  • Fixed outstanding balance issue when paying a House Account balance using a gift card.
  • Fixed issue with accessing QBO Integration settings.
  • Fixed issue with item discounts against specific accounts misrepresented in QuickBooks.
  • Fixed issue with PPLC logic.
  • Fixed issue with missing tip-text for the following Item Tracking| Tracking Sets settings:
    • Safety Factor
    • Item Tracking Report
    • Display Prep Column
    • Start of Day Report
    • Interval Prep Reports
    • Closing Prep Report
  • Fixed a wage and forecasting issue on the Employees > Time Worked page.
  • Fixed an internal server error that appeared when quick creating a users menu.
  • Fixed the following error for inventory duplication: "IntegrityError: duplicate key value violates unique constraint "inventoryx_inventoryunit_content_type_id_7b080be6d3a14f8d_uniq" DETAIL: Key (content_type_id, object_id, key)=(80, 4686, unit) already exists."
  • Fixed issue with the Product Mix Report where COGS were calculating incorrect values.
  • Fixed django.db.utils.DataError: numeric field overflow issue.
  • Fixed issue where the system was not allowing the ¨Taxed¨ option for discounts to be checked.
  • Fixed issue where employee's time worked was not fitting on the Employees > Schedules screen.
  • Fixed issue where the PayPal location screen was not updating with the user's location.
  • Fixed issue where matrix products where not displaying properly on the Products page.
  • Fixed issue where the Product Mix Report on the EMS was not showing an aggregate of similar product sales.
  • Fixed issue where order numbers were being skipped in the Order History Report.
  • Fixed issue where the Stay on Last Item setting was enable, but the user was still being returned to the main menu of the POS.
  • Fixed issue with Tip Pooling where roles that were listed in the "Tip Pooling" settings as adding to the tip pool, but not getting a share of the tips, were still pulling money from the tip pool. The money was not being added to anyone in the reporting. This issue was also fixed in version 2.25.
  • Fixed a "Internal server error 504 Gateway Time-out" error for EMS employee lists.
  • Fixed a calculation discrepancy with the Sales Summary Report.
  • Fixed issue where employees with long names were being cut off the Product Mix Report.
  • Fixed an internal server error that occurred when trying to push products through EMS.
  • Fixed error where the system was displaying a product being created by users who were not logged in.
  • Fixed issue where a Management console diagnostic error was blocking users from logging in.
  • Fixed issue where Inventory Export was not generating an export file.
  • Fixed issue where invoices were not displaying on the billing page.
  • Fixed error with the CRM file import.
  • Fixed Cost of Goods calculation discrepancy.
  • Fixed error with product list imports where the system was displaying messaging indicating that the file was being processed, but no customer email was received and no list was imported.
  • Fixed issue where barcodes and SKUs were not being automatically generated.
  • Fixed issue where ingredients were not being sorted by product class in the ingredient inventory summary.
  • Fixed issue where Sales Summary Report email notifications where not being sent to customers.
  • Fixed issue where inventory quantity deducted after product details were saved.
  • Fixed customer login issue.
  • Fixed error where the inventory transfer system was timing out while still "Is Being Processed''.
  • Fixed issue where users were being redirected to an error page after clicking the "Export" button on some reports.
  • Fixed issue where the Billing page was cutting off the last two invoices listed.
  • Fixed calculation error for Net Sales in the Operations Report.
  • Fixed issue where there was a negative balance for untaxed Net Sales in the Operations Report.
  • Fixed internal server error issue with QuickBooks Desktop.
  • Fixed QuickBooks Desktop error when users were saving bills.
  • Fixed error where objects that were specified in requests could not be found during QuickBooks sync.
  • Fixed issue where a user could not correct to QuickBooks desktops.
  • Fixed issue for FIFO inventory, where the Inventory Quantity (Qty) was not matching the Inventory Lot total.
  • Fixed "ghost category" issue when exporting or changing categories in the product details.
  • Fixed issue with disappearing table tag numbers when refreshing the browser.
  • Fixed issue with discrepancy in reporting safe drops when viewed by POS station(s).
  • Fixed issue with IODError: write error: /widget/recipes/search/.
  • Fixed issue with assigned admin permission set not allowing the ability to add new items to saved Purchase Orders.
  • Fixed issue with default modifiers appearing twice if selected once, increasing the actual price of the product.
  • Fixed "PayPal server is not available Request failed: unauthorized (401)" issue.
  • Fixed issue with miscalculated discounts on the Product Mix Report.
  • Fixed issue when trying to import a file into the Product menu.
  • Fixed issue with Virtual Till payouts, which would not appear after checkout.
  • Fixed issue with unassigned modifiers appearing on the modifier prompt.
  • Fixed issue with the system adding extra tables on Table | Layout View, stacking them on top of each other.
  • Fixed issue with Matrix Products displaying incorrectly in the Management Console.
  • Fixed "sstop.revelup.com: IOError: write error" issue.
  • Fixed incorrect cost calculation issue.
  • Fixed issue with customer names that changed to previous customers for online orders.

Revel iPad POS Fixed Issues

  • Fixed issue where credit card numbers were being processed 2-3 times after swiping.
  • Fixed issue where for Course 1, the Fire Course time is displayed on the order and the kitchen receipt was not printed.
  • Fixed issue where the delay catering functionality was not working properly.
  • Fixed issue where the CDS was prompting for an email address, even when no receipt is after the "Thank You" screen.
  • Fixed issue where the POS Sales Summary report was displaying the last used date and time, rather than the current date and time.
  • Fixed issue where split payments were refunding Stanford gift cards instead of charging them.
  • Fixed issue on certain orders, that contained returned items and initiating the refund, the credit card type was displaying as N/A.
  • Fixed Inventory App issue where, with stock units active or deactivated, users could not modify the quantity manually, as per the settings in the management console.
  • Fixed issue where House Account payments where missing customer information.
  • Fixed issue where the Main POS station was reloading every 10 minutes.
  • Fixed issue where the application was crashing when combos were applied to orders.
  • Fixed issue where the POS was not recognizing values entered into the "Actual" column while in Manage Item Mode.
  • Fixed issue for Chinese establishments with Epson printers. The price is now on the second line of receipts.
  • Fixed issue where items payed with a gift card could not be voided.
  • Fixed issue with tax applying on "Is hot/cold" products when disabled.
  • Fixed issue with "Disable modifier pop-up" prompt appearing when disabled.
  • Fixed POS app crash issue when creating orders.
  • Fixed issue with inaccuracy in spent amount being sent the LevelUp API.
  • Fixed issue with default modifiers appearing twice on an order when selecting only one.
  • Fixed issue with the POS creating multiple LevelUp orders for "loyalty-only" QR codes.
  • Fixed issue with missing "Special Modifier" option on the Special Request text box.
  • Fixed alignment issue with ePOS receipt skewed to the left.
  • Fixed issue with barcodes aligned too far to the right on printed labels.
  • Fixed issue with missing line separators.
  • Fixed issue with missing scrolling tool on Sales Summary Report.
  • Fixed issue with missing receiptless return data on the Receiptless Return Report.
  • Fixed issue with changes to editable dining options missing on the Sales Report.
  • Fixed issue with tax exempt products ordered via Shopify appearing on the POS with taxes due.
  • Fixed issue where manually entered Revel discounts were not being removed from orders when LevelUp discounts were also added to the order, and the order was paid with the a LevelUp discount QR code.
  • Fixed issue with receipts that were partially printed in the default language when a secondary printing language was set.
  • Fixed issue with FreedomPay EMV chip cards on the POS 2.22.3 application.
  • Fixed issue Batch ID issue with Intuit payments authorized on 2.19 but captured on 2.22.
  • Fixed incorrect amount issue in a till for foreign currency with a high exchange rate.
  • Fixed sync issue with commissions data not appearing on the Commissions Report.
  • Fixed issue with service fees failing to auto-apply to credit payments.
  • Fixed issue with the split bill functionality when items are re-split.
  • Removed amount at all from a Print Empty Safe drop receipt printout.
  • Fixed issue with receipt printouts excluding the signature line when the "Print credit receipts" setting is enabled.
  • Fixed inventory management issue with receiving inventory items in different units then the selected unit of measurement.
  • Fixed seat and course number issue when adding an item sold by weight to the order.
  • Fixed "X item cannot be sold at this time" issue with alternative lookup and unable to add products from matches found.
  • Fixed issue with customer and guest count entry when re-opening a held order.
  • Fixed "customer prompt" issue when dining type is "Eat In".
  • Fixed language selection issue on the POS.
  • Fixed issue with disappearing offline orders.
  • Fixed incorrect refund date issue under opened and closed timestamps.
  • Fixed incorrect point accrual issue with Punchh loyalty.
  • Fixed issue with signature captured receipts for payments that do not printout, but instead, display the error message: "Warning! Unfortunately no signature is available for the $xx.xx payment of this transactions. All of the orders have signature file attached on the backend."
  • Fixed issue where the tip screen was not appearing on SSMC payments.
  • Fixed issue with modifiers appearing in incorrect font color /size on kitchen printouts.
  • Fixed issue with Epson printers cutting off modifier names on kitchen printouts.
  • Fixed quantity field reset issue when the user edits a purchase order on the POS.
  • Fixed issue with the Lithuanian fiscal printer's inability to print the Z report.
  • Fixed issue with LT Date scale and the 2.22.3 POS app.
  • Fixed issue with POS settings crashing when employees try entering settings.
  • Fixed issue with combo products discounts removing order items and changing the order price.
  • Fixed issue with KDS configuration. The KDS app will now be compatible with the most recent version of the POS app.
  • Fixed issue with grouping identical products on the KDS in Tile Expo view. Items will no longer be displayed as doubles.
  • Fixed barcode entry issue with scanned items.
  • Fixed issue with auto-applying Service Fees for Intuit Payments.
  • Fixed "Declined by Chip" issue for FreedomPay EMV payments on the Kiosk; in cases when the card is swiped rather than inserted.
  • Fixed freeze/lock issue with pulling out chip and pin credit cards during the credit card authorization screen using FreedomPay payments processors.
  • Fixed "distinctItems" template tag issue.
  • Fixed issue against orders being overwritten by other orders.
  • Fixed issue with orders unable to reach the KDS when there is a momentary loss of communication with the POS.
  • Fixed "Status 402" error issue with Stanford Meal Plans.
  • Fixed issue with the Inventory app not recognizing child products from the Product Matrix.
  • Fixed Diagnostic Code error when sending Time Worked emails to employees.
  • Fixed issue with printers printing kitchen tickets with table numbers either cut off or aligned to incorrect side.
  • Fixed CDS and POS communication issue.
  • Fixed issue with Matrix Attribute text that did not properly wrap inside the product tile.
  • Fixed issue with idle animation sizing on the CDS.
  • Fixed issue with Matrix Products with modifiers that would not apply to orders during order entry.
  • Fixed "Request failed" issue with requests being too large.
  • Fixed issue with taxes being calculated twice.
  • Fixed issue with tips on split payments being reported incorrectly.
  • Fixed issue with adding new customers to delivery orders.
  • Fixed issue with House Account payments performed on the POS not appearing in the Management Console.
  • Fixed "package matching query does not exist" issue.
  • Fixed issue with multiple order creation by way of splitting orders.
  • Fixed issue with active / inactive employees shown for driver selection on the Delivery Management console.
  • Fixed issue with LevelUp authentication, specifically, error message "Invalid Authentication (422)".
  • Fixed issue with delayed signature line on the CDS.
  • Fixed issue with downloading Test Mode data when the POS app is re-provisioned.
  • Fixed modifier sort issue on customer templates.
  • Fixed partial cash back issue with conflicting discounts.
  • Fixed barcode scale issue with Zebra labels.
  • Fixed "one touch menu" shortcut issue.
  • Fixed issue with closing transactions when exchanging products.
  • Fixed communication issue between CDS and the POS.
  • Fixed issue with special characters unable to render correctly in email receipts.
  • Fixed issue with the KDS not displaying the Speed of Service report.
  • Fixed issue with disabled role permissions allowing users to perform those specific roles.
  • Fixed issue with the copying items feature which was removing tax from the product prices.
  • Fixed issue with refunding a split bill, originally paid using two separate credit cards.
  • Fixed "Declined, Missing Account number" issue when performing a Batch Process/Declined payments.
  • The Safe Drop will now display the expected amount for the selected currency.
  • Fixed issue with tare weight being displayed incorrectly when it should be rounding the tare according to the tare increment.
  • Removed the ability to reprint a fiscal receipt if the invoice has already been reprinted.
  • Revel will now display the MAC address pertaining to the card swipe as the terminal id on a loyalty receipt. If one is not set, then Revel will use the manual station ID.
  • Fixed invoice printing issue when paper ends.
  • Fixed "ITEM SUM" issue on B2B payments.
  • Removed the ability to add items when B2B or manual B2B payments are done.
  • Fixed "Invalid Coupon" issue on discount orders.
  • Fixed issue where items where still able to be added to orders after payment was made with Fleet cards and terminal receipt was printed.
  • Fixed issue with allowing the ability to return items purchased from business to business.
  • Fixed issue with an additional row with the text "Plotnosci anulwane" on Void receipts.
  • Fixed issue with the inability to enter an item quantity once the Pay button had been tapped.
  • Fixed issue with gift with purchase discounts applying before promotion period begins.
  • Fixed issue with performing a refund against returned inventory. The Refund button on the "Total Refund" prompt will no longer be disabled.
  • Fixed closing receipt issue when returning fuel to the pump.
  • Fixed issue with the ability to add products to an order that are on the restricted list.
  • Fixed issue with reference number error code "This reference code already exists", upon new client creation.
  • Fixed issue with fuel price update failures.
  • Changed the spelling of the "Amt. Dispensed" header to "Amt. Dispensed" on the Wetstock Management page.
  • Fixed issue with orders from child POS which were not syncing to main POS.
  • Fixed "barcode scan on POS mismatch" issue.
  • Fixed issue with the CDS not displaying customer messages.
  • Fixed issue with validating the CDS.
  • Fixed issue where it was not possible closed orders. The POS was issuing a "24842 (0x610A)" error code on receipts.
  • Fixed issue where the Wetstock Management > Pump Details > Filter by Hose screen was not filtering properly when the fuel grade name for the hose was changed. The screen now displays transactions for the specific hose that is selected.
  • Fixed issue where fiscal receipts were not reprinting for previously closed transactions after the POS was re-provisioned.
  • When refunding payments, suggested refunds for Order Totals over $100.00 now fit on the Suggested Refund button.
  • Fixed issue where service fees applied to orders on the POS where displaying incorrectly on the Management Console.
  • Fixed issue where orders that were payed using LevelUp payments printed out a duplicate receipt.
  • Fixed issue where the "Product Class" field was not appearing on the Add Extra Item pop-up window.
  • Fixed issue where the Customer Name instead of the Call number is printed even the Call Name is not selected as a print option
  • Fixed issue with printing shipping labels for orders created on the website.
  • Fixed issue with final totals on orders mismatching the actual dollar amount.
  • Fixed "payments do not match sales" issue with invalid orders marked as valid.
  • Fixed issue with customer lists which did not populate when changing dining option.
  • Fixed issue with Virtual Till payouts which do not appear after checkout.
  • Fixed issue where split bills could not be payed for and closed after Pre Auth was cancelled.
  • Fixed issue with tax applying on "Is hot/cold" products when disabled.
  • Fixed issue with "Disable modifier pop-up" prompt appearing when disabled.
  • Fixed POS app crash issue when creating orders.
  • Fixed issue with inaccuracy in spent amount being sent the LevelUp API.
  • Fixed issue with default modifiers appearing twice on an order when selecting only one.
  • Fixed issue with the POS creating multiple LevelUp orders for "loyalty-only" QR codes.
  • Fixed issue with missing "Special Modifier" option on the Special Request text box.
  • Fixed alignment issue with ePOS receipt skewed to the left.
  • Fixed issue with barcodes aligned too far to the right on printed labels.
  • Fixed issue with missing line separators.
  • Fixed issue with missing scrolling tool on Sales Summary Report.
  • Fixed issue with missing receiptless return data on the Receiptless Return Report.
  • Fixed issue with changes to editable dining options missing on the Sales Report.
  • Fixed issue with tax exempt products ordered via Shopify appearing on the POS with taxes due.
  • Fixed issue where manually entered Revel discounts were not being removed from orders when LevelUp discounts were also added to the order, and the order was paid with the a LevelUp discount QR code.

Web Ordering & E-Commerce Fixed Issues

  • Fixed issue where HTML <p><p/> where being displayed around products on mobile web browsers.
  • Fixed issue where an untaxed item was added into the Taxable Sale amount of the Tax Report.
  • Fixed issue where products that were not tracked in inventory were not displaying on online menus.
  • Fixed issue where the calendar option on the pay screen was not working properly when the web browser was set to Spanish.
  • Fixed issue where product attribute sorting preferences were not being applied to Online menus.
  • Fixed issue with modifiers that were not applying to orders with their associated product.
  • Fixed issue with online transactions and credit card payments.
  • Fixed "GeoJSON error" with online orders that do not parse the delivery area.
  • Fixed issue with WorldPay payments.
  • Fixed issue with newly created orders that would appear last on the orders list.
  • Fixed issue with reward points information which was not appearing on the "Thank You!" screen of the Revel's ordering app.
  • Fixed issue with incorrect pick up times on Past Orders.
  • Fixed COGs issue on the Product Mix report for web orders.
  • Fixed "INIT UNEXPECTED KEYWORD ARGUMENT" error with Online Ordering.
  • Reduced load time for initially displaying the menu and when scrolling through pages of products.
  • Fixed issue with disabled loyalty points appearing on the web order site.
  • Fixed issue with accessing online ordering interface via Safari web browser.
  • Fixed issue with advanced online orders processing a day before the selected pick up day.
  • Fixed load issue with web orders.
  • Fixed issue where matrix products where not displaying properly, and were not available for selection for online orders.
  • Fixed issue where online orders where not being pushed to the POS.
  • Fixed issue where credit cards were being rejected, but the system was still charging money to online orders.
  • Fixed issue where Online Order customer names were changed to previous customer names.
  • Updated category name color for the establishment "Island Time Eatery".
  • Fixed "Invalid Gift Card Token" issue.
  • Fixed loading issue with web pages that would not retrieve online menu data from the Management Console.
  • Fixed "HTTP Status 403 error" issue with Ayden Payment Online Gateway.
  • Fixed issue where HTML <p><p/> was being displayed around products on mobile web browsers.
  • Fixed issue where an untaxed item was added into the Taxable Sale amount of the Tax Report.
  • Fixed issue where products that were not tracked in inventory were not displaying on online menus.
  • Fixed issue where the calendar option on the pay screen was not working properly when the web browser was set to Spanish.
  • Fixed issue where product attribute sorting preferences were not being applied to Online menus.


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