Version 2.34

By Noor | Updated

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Contents


For Retail Establishments


Features

Enhancements


For Restaurants


Features

Enhancements


New Features for Retail Establishments


Contents: New Features for Retail Establishments

Flat Taxes

Revel has added the ability to create named flat taxes, which are a flat amount off on the item(s) being sold. These taxes may be on the size of the item, such as "per ounce". Some examples of a flat tax is a $0.99 tax on every pack of cigarettes sold, or a $0.01/oz tax on sweetened beverages.

To set up flat taxes, do the following:

  • Navigate to Products > Taxes > Advanced Tax Settings and click on the "Flat Rate Taxes" option at the top, below the header.
  • Click the "+ Add Tax" option and input a name in the "Tax Name" field.
  • Click "+ Add Rate" and input a Tax Rate (Per Unit).
  • Enter a date range in the "Effective From" and "Effective To" fields.
  • Click "Save" after doing so.
    Flat Tax Setup

    Flat_Tax_Setup.png

  • Next, assign the flat tax rate to a product group. On the top of the page, click Tax Groups. The tax group should all items that the flat tax is applied to. Under included taxes, check the box for applicable taxes. Then click Save.
  • Lastly, navigate to the Product Details page on the products that will have a flat tax, and enter the number of units by which a flat tax will be multiplied for this product in the "Flat Rate Tax Units" field. For example, if the flat tax is $0.01 per ounce and the product is 12 ounces, enter 12. Click "Save" after doing so.
    Flat Rate Tax in Product Details

    Flat_Rate_Product.png

    NOTE: Flat taxes can be added to the product just like regular taxes (as tax groups). Users may conceivably have multiple flat taxes on a product, but they will all be calculated against the same tax units field quantity.
  • When the item is sold, the amount of tax will be recorded against the product. It will be represented in the tax breakdown on the receipt and in the Tax / Operations Reports without a percentage. Because they are based on the amount of goods sold, not on the sale price, flat taxes will not be reduced by discounts, not even taxed discounts.
    Flat Taxes - Receipt

    Flat_Tax_Receipt.png

    Flat Taxes - Taxes Report

    Flat_Tax_Taxes_Report.png

    Flat Taxes - Operations Report

    Flat_Taxes_Operation_Report.png

 

 

 

 

Redesigned CDS

Revel now allows users to add personalized branding and or promotional material on the CDS. Revel has added the following options to the Customer Display System section of the Settings page in the Management Console:

  • Screen Organization - select whether to use the entire screen for displaying the order or to use a split screen, where you may display promotional material on the left hand side of the screen. Split screen mode is designed for full-sized iPads (Split Screen or Full Screen)
  • Welcome Screen - Use Media Type - select the type of media you want to display when the CDS is in an idle state (Image or Animation Set)
  • Welcome Screen Image - upload the image that will display when the CDS is in an idle state
  • Welcome Screen Animation Set - create the idle animation set that will display when the CDS is in an idle state. Give the animation set a name, and input how many seconds should pass before moving to the next image. Then, click the edit icon to add images to the animation set
  • Split Screen - Use Media Type - select the type of media you want to display when the CDS is in the split screen mode (Image or Animation Set)
  • Split Screen Image - upload the image that will display on the left side of the CDS when it is in split screen mode
  • Split Screen Animation Set - create the idle animation set that will display on the left side of the CDS when it is in split screen mode. Give the animation set a name, and input how many seconds should pass before moving to the next image. Then, click the edit icon to add images to the animation set
  • Logo Image - upload the logo image that will display in the upper left of the CDS. The ideal size is 231x95
  • Select Color Palette - Select the Primary and Secondary colors that Revel will use throughout the CDS.
    New CDS Settings

    CDS_Settings_New.png

    New CDS Settings

    CDS_Settings_New_2.png

Redesigned Stations Tab

Revel has redesigned the Stations tab inside the Establishment page in the Management Console to increase its usability, and will now expose specific settings to users. Users will now have the ability to navigate to Establishment > Stations and configure certain POS Station settings, as they see fit. The chart below identifies the new grouping of settings, updated visibility, tip text, and any relabeling.

New Station
Field or Function Action Tip Text (If applicable)
Name Display-Only The name of the POS station
Mode Display-Only The mode of the POS station
Edit Allowed  
Save Allowed  
View POS Screen Allowed  
Station Details - Stations Tab

Stations_Section_0.png

Network Options
Field or Function Action Tip Text (If applicable)
IP Address Display-Only The IP address of the POS station
IP Address ethernet Display-Only The IP address of this station when using an ethernet connection
MAC Display-Only The MAC address of the POS station
Network key Display-Only Network Keys limit which POS stations sync with each other
Network Options - Stations Tab

Stations_Section_1.png

Printing Options
Field or Function Action Tip Text (If Applicable)
Call Number Starts at Allowed If using call numbers, input the number at which thus POS station will begin counting call numbers
Bar station Allowed Bar stations have different behavior for sending
Excluded Kitchen Printers Allowed Products added to orders on this station will not be sent to the listed printers regardless of other kitchen print settings
Is Print Online Orders Allowed Only one station should be set to print online orders
Print Online Orders   Only one station should be set to print item forecasting receipts
QR Code Not Allowed  
Peripherals Options
Field or Function Action Tip Text (If applicable)
Printer   The name of the printer connected to the POS station
Coin Dispenser Display-Only The name of the coin dispenser connected to the POS station
Display Unit Display-Only The name of the display unit connected to the POS station
Scale Display-Only The name of the scale connected to the POS station
Card Swipe Display-Only The name of the primary, or payment, card swipe connected to the POS station
Secondary Card Swipe Display-Only The name of the secondary card swipe connected to the POS station. Secondary card swipes are often used for gift cards
RFID Reader Display-Only The name of the RFID reader connected to the POS station
Barcode Scanner Display-Only The name of the barcode scanner connected to the station. Bluetooth scanners will not appear here
Secondary Barcode Scanner Display-Only The name of the secondary barcode scanner connected to the station
Printing and Peripherals Options - Stations Tab

Stations_Section_2.png

Other Options
Field or Function Action Tip Text (If applicable)
No Cash Drawer Allowed Check this if the station has no cash drawer connected to it
Disable Pay Allowed If this station is used only to take orders, you may disable the pay button
Caller ID Not Allowed  
Suppress Prompts for... Allowed If you have enabled certain prompts in the settings, you can disable them for this station here
Other Options - Stations Tab

Stations_Section_3.png

Order/Payment Options
Field or Function Action Tip Text (If applicable)
Order Options List Allowed The Order Options on the right will appear on the POS station. You can control the order in which they appear by dragging them up and down within the list
Payment Options List Allowed The Payment Options on the right will appear on the POS station. You can control the order in which they appear by dragging them up and down within the list
Credit+ Options Allowed The Credit+ Options on the right will appear on the POS station. You can control the order in which they appear by dragging them up and down within the list
Order Options - Stations Tab

Stations_Section_4.png

Credit+ Options - Stations Tab

Stations_Section_6.png

Order Action Buttons
Field or Function Action Tip Text (If applicable)
Order Action Buttons Allowed Order Actions appear below the receipt tab on the POS in sets of 4. Use the area on the left to select which options will appear and in what order.
Order Actions - Stations Tab

Stations_Section_7.png


New Features for Restaurants


Contents: New Features for Restaurants

Flat Taxes

Revel has added the ability to create named flat taxes, which are a flat amount off on the item(s) being sold. These taxes may be on the size of the item, such as "per ounce". Some examples of a flat tax is a $0.99 tax on every pack of cigarettes sold, or a $0.01/oz tax on sweetened beverages.

To set up flat taxes, do the following:

  • Navigate to Products > Taxes > Advanced Tax Settings and click on the "Flat Rate Taxes" option at the top, below the header.
  • Click the "+ Add Tax" option and input a name in the "Tax Name" field.
  • Click "+ Add Rate" and input a Tax Rate (Per Unit).
  • Enter a date range in the "Effective From" and "Effective To" fields.
  • Click "Save" after doing so.
    Flat Tax Setup

    Flat_Tax_Setup.png

  • Then, navigate to the Product Details page on the products that will have a flat tax, and enter the number of units by which a flat tax will be multiplied for this product in the "Flat Rate Tax Units" field. For example, if the flat tax is $0.01 per ounce and the product is 12 ounces, enter 12. Click "Save" after doing so.
    Flat Rate Tax in Product Details

    Flat_Rate_Product.png

    NOTE: Flat taxes can be added to the product just like regular taxes (as tax groups). Users may conceivably have multiple flat taxes on a product, but they will all be calculated against the same tax units field quantity.
  • When the item is sold, the amount of tax will be recorded against the product. It will be represented in the tax breakdown on the receipt and in the Tax / Operations Reports without a percentage. Because they are based on the amount of goods sold, not on the sale price, flat taxes will not be reduced by discounts, not even taxed discounts.
    Flat Taxes - Receipt

    Flat_Tax_Receipt.png

    Flat Taxes - Taxes Report

    Flat_Tax_Taxes_Report.png

    Flat Taxes - Operations Report

    Flat_Taxes_Operation_Report.png

Redesigned CDS

Revel now allows users to add personalized branding and or promotional material on the CDS. Revel has added the following options to the Customer Display System section of the Settings page in the Management Console:

  • Screen Organization - select whether to use the entire screen for displaying the order or to use a split screen, where you may display promotional material on the left hand side of the screen. Split screen mode is designed for full-sized iPads (Split Screen or Full Screen)
  • Welcome Screen - Use Media Type - select the type of media you want to display when the CDS is in an idle state (Image or Animation Set)
  • Welcome Screen Image - upload the image that will display when the CDS is in an idle state
  • Welcome Screen Animation Set - create the idle animation set that will display when the CDS is in an idle state. Give the animation set a name, and input how many seconds should pass before moving to the next image. Then, click the edit icon to add images to the animation set
  • Split Screen - Use Media Type - select the type of media you want to display when the CDS is in the split screen mode (Image or Animation Set)
  • Split Screen Image - upload the image that will display on the left side of the CDS when it is in split screen mode
  • Split Screen Animation Set - create the idle animation set that will display on the left side of the CDS when it is in split screen mode. Give the animation set a name, and input how many seconds should pass before moving to the next image. Then, click the edit icon to add images to the animation set
  • Logo Image - upload the logo image that will display in the upper left of the CDS. The ideal size is 231x95
  • Select Color Palette - Select the Primary and Secondary colors that Revel will use throughout the CDS.
    New CDS Settings

    CDS_Settings_New.png

    New CDS Settings

    CDS_Settings_New_2.png

Redesigned Stations Tab

Revel has redesigned the Stations tab inside the Establishment page in the Management Console to increase its usability, and will now expose specific settings to users. Users will now have the ability to navigate to Establishment > Stations and configure certain POS Station settings, as they see fit. The chart below identifies the new grouping of settings, updated visibility, tip text, and any relabeling.

New Station
Field or Function Action Tip Text (If applicable)
Name Display-Only The name of the POS station
Mode Display-Only The mode of the POS station
Edit Allowed  
Save Allowed  
View POS Screen Allowed  
Station Details - Stations Tab

Stations_Section_0.png

Network Options
Field or Function Action Tip Text (If applicable)
IP Address Display-Only The IP address of the POS station
IP Address ethernet Display-Only The IP address of this station when using an ethernet connection
MAC Display-Only The MAC address of the POS station
Network key Display-Only Network Keys limit which POS stations sync with each other
Network Options - Stations Tab

Stations_Section_1.png

Printing Options
Field or Function Action Tip Text (If Applicable)
Call Number Starts at Allowed If using call numbers, input the number at which thus POS station will begin counting call numbers
Bar station Allowed Bar stations have different behavior for sending
Excluded Kitchen Printers Allowed Products added to orders on this station will not be sent to the listed printers regardless of other kitchen print settings
Is Print Online Orders Allowed Only one station should be set to print online orders
Print Online Orders   Only one station should be set to print item forecasting receipts
QR Code Not Allowed  
Peripherals Options
Field or Function Action Tip Text (If applicable)
Printer   The name of the printer connected to the POS station
Coin Dispenser Display-Only The name of the coin dispenser connected to the POS station
Display Unit Display-Only The name of the display unit connected to the POS station
Scale Display-Only The name of the scale connected to the POS station
Card Swipe Display-Only The name of the primary, or payment, card swipe connected to the POS station
Secondary Card Swipe Display-Only The name of the secondary card swipe connected to the POS station. Secondary card swipes are often used for gift cards
RFID Reader Display-Only The name of the RFID reader connected to the POS station
Barcode Scanner Display-Only The name of the barcode scanner connected to the station. Bluetooth scanners will not appear here
Secondary Barcode Scanner Display-Only The name of the secondary barcode scanner connected to the station
Printing and Peripherals Options - Stations Tab

Stations_Section_2.png

Other Options
Field or Function Action Tip Text (If applicable)
No Cash Drawer Allowed Check this if the station has no cash drawer connected to it
Disable Pay Allowed If this station is used only to take orders, you may disable the pay button
Caller ID Not Allowed  
Suppress Prompts for... Allowed If you have enabled certain prompts in the settings, you can disable them for this station here
Other Options - Stations Tab

Stations_Section_3.png

Order/Payment Options
Field or Function Action Tip Text (If applicable)
Order Options List Allowed The Order Options on the right will appear on the POS station. You can control the order in which they appear by dragging them up and down within the list
Payment Options List Allowed The Payment Options on the right will appear on the POS station. You can control the order in which they appear by dragging them up and down within the list
Credit+ Options Allowed The Credit+ Options on the right will appear on the POS station. You can control the order in which they appear by dragging them up and down within the list
Order Options - Stations Tab

Stations_Section_4.png

Credit+ Options - Stations Tab

Stations_Section_6.png

Order Action Buttons
Field or Function Action Tip Text (If applicable)
Order Action Buttons Allowed Order Actions appear below the receipt tab on the POS in sets of 4. Use the area on the left to select which options will appear and in what order.
Order Actions - Stations Tab

Stations_Section_7.png


Management Console Enhancements


Contents: Management Console Enhancements

Appointments

  • Revel has made the following changes to the Web Appointments portal (allows customers to book appointments themselves):
    • Added an option to "Create a New One" or "Add Appointment" if an appointment is not scheduled
    • Added an option to sign in as a different user "Not You?"
    Updates to the Web Appointments Portal

    Appoinments_Portal.png

Discounts

  • Revel has added a feature that allows users to assign a discount tier to a discount. Revel will automatically apply the most profitable discount per tier. Discount tiers are enabled using the "Tiered Discounts" checkbox option inside the Advanced Pos Settings section of the Settings page. If enabled, a "Discount Tier" field will be exposed on the Discount Details page, allowing the user to assign a discount tier to the corresponding discount. Only one discount per tier can be applied on an order. Discounts without a tier (or whose tier is 0) will operate normally.
    Discount Tiers Field - Discount Details

    Discount_Tiers_Discounts.png

    Discount Tier on an Item - POS Order Screen

    Discount_Tier_POS.png

  • Users can now add informational text when configuring discounts. The text is printed on a second receipt in order to provide pertinent details about the discount. The "Receipt text" field has been added to the Products > Discounts > Discount Details page under the Discount Details section, where users can input the text that will be shown on the receipt.

Employees

  • Sorting capabilities have been added to the Employees > Employees page. Users can sort the employees on the page alphabetically by either the employee's first or last name. Selection arrows have been added to the column. Clicking the arrow will sort the employees alphabetically based on the names in the column. The selected arrow will be highlighted in blue.
    Employee Sorting Preferences

    employee_sorting.png

Gift, Rewards and Admin Cards

  • Revel has added a "Reward Prompt Method" option to the Gift, Rewards and Admin Card section of the Settings page. This drop-down menu will now allow users to select a predefined method of linking a reward card to the order:
    • By User Selection - will not prompt the cashier and instead let them swipe rewards cards at their discretion
    • By Prompt after Payment - will display a prompt to the cashier requesting a reward card swipe once payment has been taken.
    • By Prompt on Tapping Pay - will display the same prompt when the cashier taps pay
    • By Prompt on New Order - will display the prompt when the order is created

    As part of the enhancement, Revel has added an "Automatically Add Linked Customer to Order" setting to the Loyalty section of the Settings page. If a loyalty or gift card is linked to a customer, Revel will add the customer to the order without prompting.

Intuit

  • Users can no longer log into the Management Console using their Intuit credentials. This will also be true for version 2.31.

Inventory

  • The Inventory > Purchase Order List page has been updated for usability and to reflect the current user interface style. The image below displays the new UI.
    New Purchase Order List UI

    New_purchase_order_list_ui.png

    All purchase order actions are now accessed via the blue "" icon under the Actions column, including the ability to receive, edit, duplicate, print, or email purchase orders, as shown below.

    Purchase Order Actions Drop-Down Menu

    New_purchase_order_actions_dropdown.png

  • Revel has added a "Finalized By" column to the Purchase Order List, which indicates the user who finalized the purchase order.
  • Revel will now display the time a Purchase Order is finalized next to the date when viewing details on the Product Inventory Log. The time will be displayed in the local format (local to the POS) under the "Date/Time" column.
  • Users can now add attachments to purchase orders. The new Attachment section has been added where users can select files to upload to their purchase orders.
  • Revel will now display the purchase order's associated establishment name in the upper left corner of the header when viewing/editing an existing purchase order.
    Establishment Name - Purchase Order

    Estab_Name_PO.png

  • Establishment names are now truncated with an ellipsis on Mass Purchase Orders if the establishment name exceeds 24 characters.
  • Revel will now copy the Shipping Terms entered inside the Purchase Orders > Shipping Terms field, when saved, over to the Shipping Terms box inside the "Receive Items from Item Receipts" window.
    Shipping Terms - Receive Items From Items Receipts

    Shipping_Terms.png

  • Revel has added the Require pricing for UOM setting to the Settings / Inventory Settings page. When this setting is enabled, users who are adding a product to a vendor are required to enter a price in the "Default Price" field, located on the Inventory > Vendors > Edit > Product Details page.
    NOTE: This will not force the user to set up the price for any existing associated products that don't have a price, unless the user tries to edit them.
  • Revel will now allow the user to include the following fields when exporting Inventory Logs (Product and Ingredient):
    • Bin Value
    • Product Class
    • Category
    • Subcategory
    On either Inventory Log page (Product or Ingredient), clicking the ellipsis icon (...) in the upper right corner will now open up an Export pop-up, allowing the user to perform a Basic or Advanced export. Selecting the "Advanced" option will expose the additional fields mentioned above.
    Advanced Export - Product Inventory Log

    Advanced_Export.png

  • Revel will now display the time next to the date when viewing product inventory movement details on the Product Inventory Log and the Ingredient Inventory Log.
    Date/Time - Product Inventory Log

    Date_Time_Product_Inventory.png

  • The Product Inventory Log is now accessible at the EMS level.

Management Console Wizards

  • The QuickBooks Onboarding Wizard has been added to the Management Console Wizards on the Overview page.

Ordering

  • Users can now control how their products appear on the POS in combo slots. The "Combo sort order" setting has been added to the Settings / Advanced POS Settings page. The setting allows user to have their combo products listed in alphabetical order, or in the product sort order that is defined on the Products page.

Payments

  • The tip text for the Enable card-present refunds has been updated to refer to the fact the feature is only supported for FreedomPay, Mercury/Vantiv, and USAePay Payments.

Products

  • Price Tiers are now supported on custom menus, allowing users to easily temporarily increase prices. For example, Price Tiers on custom menus would allow a business to charge higher prices for products at a festival.
    • To apply price tiers to custom menus, Revel has added the Price Tier drop down menu to the Products > Custom Menus > Custom Menu Details page.
      Price Tier Drop-Down on Custom Menu

      Price_tier_custom_menu.png

    • A custom menu price tier is functionally a price override. It is the new product price.
    • That price may be discounted later.
    • Once it is added to the order, the item retains that price, even if the custom menu falls out of effect. For instance, if you charged more (or less) for online ordering, when that order hits the POS, it retains the custom menu price tier price. If the order is created on a custom day and then reopened or edited after the customer menu has ended, the price shall stay at the customer menu price tier.
    • If the product doesn't have a price for the price tier, the system will default to the base product price (not the alt price).
  • Revel has added a "Dining Options" import / export option (checkbox) to the "Additional Fields" section, which can be accessed by clicking "Export Type: Advanced > Export Contents" on the Products > Import / Export > Products page in the Management Console. Users can now edit dining options for products via the product export / import feature.
    "Dining Options" Product Import / Export Option

    Dining_Options_Import_Export.png

  • Vendor quick creation as been added to the Product > + Add > Product quick creation wizard. In the "Inventory Details" section, when the user enters a name in the Vendor field that does not exist in the system, the wizard will prompt the user to create a new vendor with that name. The drop-down menu below the field will prompt the user to add the new vendor as shown in the image below. This is available in Version 2.31.
    Vendor Quick Create, Product Wizard

    product_wizard_vendor_creation.png

  • A "Quantity" field has been added to the Print Price Tags window. Users can now define the number of tags / shelf edge labels they want printed.
    Quantity Field, Shelf Edge Labels

    Qunatity_field_shelf_edge_labels.png

  • A "Third Party ID" field is now supported for product import/exports.
  • Product attributes are now grouped together on product import/exports. The columns are now sorted as follows: Attribute 1, Attribute 1 Name, Attribute 1 Value, Attribute 2, Attribute 2 Name, Attribute 2 Value, etc.
  • Revel has added a "Display product images" option to the Advanced Pos Settings section of the Settings page, which allows users to control where product images are to be displayed. The user can select a single display option; multiple display options by holding down the command or control key on the keyboard; none at all.
    Display Product Images - Settings Page

    Display_Product_Images.png

Product Price Life Cycle

  • With the introduction of Multiple Price Tiers in version 2.31, Revel has added the ability to set up Price Tiers for Product Price Life Cycle, in version 2.34.

    This feature functions as follows:

    • On the Products > Price Life Cycle page, selecting the "Price Tier" checkbox option from the dropdown menu (gearwheel) will expose the "PRICE TIER" column
    • The user may then create a PPLC with a Price Tier by using the corresponding dropdown field
    • If the user selects an existing price tier, entering a price into the "New Price" field will affect that product value for that price tier
    Price Tiers - Product Price Life Cycle

    PPLC_Price_Tier.png

    NOTE: If managing a price tier, the active flag is irrelevant and will be greyed out. The user cannot manage the active state of a product and set a price tier price at the same time.
    If managing a price tier, Min/Max are also irrelevant and will be greyed out. Because Price tiers are likely to be used in discounts, they may well exceed the min/max.

Receipts and Printers

  • Revel has added a "Jewelery" label type to the Price Tag Print > Jewelry section of the Setting page. If enabled (by default), users can now print out jewelery labels (small butterfly) with up to 6 digit barcodes from the Management Console using the Dymo 450 Turbo printer on 30299 printing labels.
    Jewelry Label Print

    Jewelry_Label.png

Reports

  • On reports that support filtering by product class, users can now how multiple classes selected at once when applying filters.
  • The Payment Summary Report has been updated to reflect the changes made to the Sales Summary Report in version 2.31.
    • 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
      • Applied 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, and house accounts.
    • 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.

    payment_summary_report_liabilities.png
    NOTE: The updated report is supported in version 2.31.
    The Payment Details section of the report now features a payment list filter. The new drop-down menu allows users to filer payments by Tender Payments, Liability Payments, or All Payments.
    Payment Details, Payment Type Filter

    payment_details_payment_list_filter.png

  • Revel has added an "Employees" filtering option to the Payment Summary Report.
  • Revel will now allow users to input a decimal percentage value in the "% of Total Payments" field on the Establishment Payments Report.
  • The Establishment Payment Report has been updated to reflect the changes made to the report
    • The Payments Against House Accounts column has been removed.
    • Liabilities and Total Payments are now calculated in the same way as the Sales Summary Report.

      In the expanded view of the report:

      • The Items column has been renamed to Item Discounts.
      • The Orders column has been renamed to Order Discounts.
      • The Liabilities section has been updated to reflect the Sales Summary Report.
      • The Payments Against House Accounts column has been added.
      • The Payments House Accounts column has been moved from the Payment section and now displays negative values.
      • The Gift Cards column has been renamed to Gift Cards Sold.
      • The Gift Cards Redeemed column has been added and displays negative values.
      • The Store Credit column has been renamed to Store Credit Accrued.
      • The Store Credit Redeemed column has been added and displays negative values.
      • The Applied Deposits column has been added and displays negative values.
      • The Owed To column has been added and displays values from store to store returns.
      • The Owed From column has been added and displays values from store to store returns.
      • The Liabilities column has been renamed to Total Liabilities and is the sum of all of the columns mentioned above.
      • The Payments total will change due the removal of several columns.
  • Revel has added blue visual markers to line parent and child matrix products in the Product Mix Report.
    Matrix Products Visual Markers in the Product Mix Report

    Matrix_Products_Mix+_Report.png

  • Revel will now report items that are removed from a retail invoice as "DELETED" on the Order History Report.
    Removed Items - Order History Report

    Removed_Items_Order_History.png

  • Revel has added the following two columns to the Order History Report:
    • Net Sales
    • Tax
  • The Payouts/Payins Report and Employee Profit Report have been updated to the new report header style.
  • Revel has made the following changes to reporting and handling of "Donations" across multiple Management Console reports:
    • Sales Summary Report - Reporting of "Donations" will be reported inside the Net to Account For section but has been moved from Net Sales and placed inside Liabilities
    • Operations Report - "Donations" will be included in the Liabilities table, as the last line. Donations will only include Payable and Total and the Receivable column will be left blank.
    • Establishment Payments Report - Moved "Donations" after Applied Deposits, and included it with the Liabilities total.
      NOTE: Any existing "Donations" data will be removed from both the Hourly Sales and Laborreports. These changes will also be extended to the POS Sales Summary Report accessible on the Dashboard screen.
  • All report headers now feature a question mark icon that will link the user to a help center article about that report.
    Report Headers, Help Center Icon

    reports_help_center_icon.png

  • Revel has added a "Created By" column in the upper right corner of the Physical Inventory Report, which now specifies the user (employee) who performed the physical inventory, with all related details.
    "Created By" Column - Physical Inventory Report

    Created_By_Column.png

  • Revel has made the following changes to handle reporting of Shipping and Handling:
    • Sales Summary Report - created a separate Shipping and Handling section within Total Service Fees
    • Hourly Sales/Labor Report - checking the "Service Fees" box within the Filters options will now display Shipping and Handling data
    • Product Mix Report - removed any mention of Shipping and Handling
    • Establishment Payments Report - added a Shipping and Handling column

Settings

  • Revel has added a "Require PIN to Manage iPad Graphs" option to the Settings page, under the Advanced Pos Settings section. This option, if enabled (by default), will require the user to input a manager pin in order to change the view or establishment (if applicable) of the graphs on the POS Dashboard.
  • All SMTP email settings have been consolidated under the Default Email Settings field on the Settings / Email Address page. Typing an email address in the "From" field will expose the other configurable SMTP fields, as well as the other email settings that can be configured for custom SMTP servers. To recap, the Default Email Setting is the default email address for emails sent from the POS or Management Console. This email is always used for receipts. Certain areas of the system can be configured with their own address for emails sent from the POS or Management Console. Those settings are as follows:
    • Schedules - Specifies the email address used for sending and receiving employee schedules.
    • Time Worked - Specifies the email address used for sending and receiving employee time worked entries.
    • Email for sending statements - Specifies the email address used for sending statements, such as vendor purchase orders.
    • Email for sending inventory notification - Specifies the email address used for sending inventory notifications.

Tills

  • The Till Alert setting is now user facing and is no longer a staff only setting. The setting is configurable on the Settings / Payments / Tills section of the Settings tab.

iPad POS Enhancements


Contents: iPad POS Enhancements

Caller ID

  • For users with the Caller ID feature enabled, the POS will now link a customer to an order and then proceed directly to the Order screen when the user "Accepts" the customer's incoming call.

Inventory App

Please note: The Inventory App is a paid feature; for more information, please contact your Revel sales representative.

  • Revel has redesigned the user interface/experience of the Inventory App and removed elements which may be unrelated to managing inventory. Under the Products tab, the user can "Receive" or "Waste" products, update "Actual" inventory, or "Update Product's Cost/Price". Under the Purchase Orders tab, the user can find an item in a purchase order and receive it. The changes to UI/UX include the following:
    • New Sign In screen
      Inventory App - Sign In Screen

      Inventory_App_Sign_In.png

    • The Inventory App PIN screen has been updated to reflect the new interface style of the main POS
      Inventory App - Pin Screen

      Inventory_App_Pin_Screen.png

    • New Manage Inventory screen upon signing in
      Inventory App - Main Menu

      Inventory_App_Main_Menu.png

    • The new Products screen allows the user to search for a product by name or barcode.
      Inventory App - Products Screen

      Inventory_App_Products.png

    • Tapping on a product allows the user to manage the product's inventory by tapping on any one of the corresponding buttons.
      Inventory App - Product Inventory Management

      Inventory_App_Manage_Product.png

    • Tapping "Purchase Orders" on the Manage Inventory screen allows the user to access/edit existing purchase orders. The user can now search for POs by a single search string, e.g. when the user enters "11", the search results will include all POs with ids that include "11", as well as all POs that contain products with barcodes that include "11".
      Inventory App - Purchase Orders

      Inventory_App_PO.png

    • Tapping "Physical Inventory" on the Manage Inventory screen, as per current behavior, will allow the user to perform a physical inventory, if one is preconfigured on the Inventory > Physical Inventory page in the Management Console.
      NOTE: Users can now input quantities for scans of products that have multiple units of measure. Quantities can be entered for each type of unit. Totals will be calculated based on the conversion applied to the unit of measure.
    Inventory App - Physical Inventory

    Inventory_App_Physical_Inventory.png

Invoices

  • Revel has added custom header/footer tags to the invoice template. This will allow the user to customize the header and the footer of a multi-page PDF invoice.

KDS

  • The Revel logo has been updated on the KDS.

Loyalty

  • Como Loyalty users can now configure quick registration of customers from the POS. This accomplished by adding the new customer's phone number with a joining item that has a specific code. This item code is configured on the Settings / Gifts, Rewards and Admin Cards / Como Loyalty page in the new Joining Item Code field. The joining item can be added automatically, or manually by the cashier (the user should know the item code in advance). On the POS, if a client says they want to join: (Supported in version 2.31)
    1. The cashier should search for the new client's phone number.
    2. The POS will display the one or more customers not found pop-up massage.
    3. Tap Add member to the club? The POS will send the phone number in together with a joining item.
    4. When we receive the submit Purchase we create a user at our DB, save the transaction on this entity, and send an SMS, asking to download the app and finish the registration form.
  • Users can now automatically add customers to orders by swiping / entering / scanning their linked loyalty information. To enable this feature on the POS, users must select the new Automatically Add Linked Customer to Order setting, located on the Settings / Gift, Rewards and Admin Cards / Loyalty page. The Loyalty action button is now available below the order screen, enabling the user to enter loyalty information at any time.
  • Now, when products are added to orders with their default modifier unselected, the POS will display NO next to the modifier on the order screen.

Ordering

  • Now, when combo products are added to orders, Revel will bypass the Select Options screen if the quantity for the combo product is equal to the number of products available, i.e. a single product. Revel will auto jump when the number of default combos options are equal to the number of free combo options in the class.
  • The due date for catering orders is now displayed on the Orders overlay menu.
    Catering Due Date, Orders Overlay Menu

    catering_due_date_orders_overlay.png

Payments

  • For FreedomPay and Vantiv payments, Revel has removed the need to press "Credit" on the iPP350 pin-pad when it is the only option for selection, given that "Debit" is deactivated as a payment option under Establishment > Stations in the Management Console.
  • Custom Payment Types are now supported for refunds for all situations where payments exceed sales.
  • Revel has updated triPOS SDK to version 1.2.0.

POS Revamp

  • For Table Service users using the Automatic Course Fire feature, Revel has updated the new modernized UI to include the ability to automatically fire courses, along with the ability to adjust the buffer time and or manually override the selected course(s). This will function on the POS as follows:
    • After adding items with course numbers to the order, tapping the ellipsis icon will open up the Actions drop-down window.
      Actions Drop-down

      Send_To_Kitchen.png

    • Tapping the "Send to Kitchen" option will allow the user to select the item(s), with different course numbers, that they would like to send to the kitchen.
      Selected Items to Send to Kitchen

      Select_Items_Send_Kitchen.png

    • Tapping the ellipsis icon again will then display the new "Fire Course 2" option, which allows the user to send the second and more courses to the kitchen, or perform buffer time/manual override adjustments.
      New UI for Firing Additional Courses

      Fire_Multiple_Courses.png

  • For Till Management users, Revel has updated the new modernized UI to include the Cash Drawer Management screens. Navigating to Settings > Cash Drawer & Tills will expose the Cash Drawer and Tills settings. Tapping the "Cash Drawer Management" option will open up the Cash Drawer Management screen, where the user can assign/unassign cash drawers to employees. Tapping the "Enable Two Cash Drawers" and "Allow Employees to Assign Cash Drawer" option will enable the corresponding feature.
    Cash Drawer and Tills Settings

    Cash_Drawers_Tills_Settings.png

    Cash Drawer Management Screen

    Cash_Drawer_Management.png

  • Revel has updated the new modernized UI to include an "Establishment" tab on the Options drop-down list, which can be accessed by tapping the ellipsis icon on the POS Dashboard screen. Tapping the "Establishment" tab will expose a list of establishments which fall under the parent group.
    Establishment Tab on the Options Drown-down

    Estab_Tab_New_UI.png

  • Revel has updated the new modernized UI by increasing the focus area around the search bar used for searching customers or orders on the Dashboard or the Order Screen.
    Customers - Search bar

    Customer_searchbar.png

    Orders - Search bar

    Orders_Searchbar.png

  • Revel has updated the new modernized UI to include the ability to cookie (store) tab selections on the Customers tab Cust_Tab.png when selecting either the Customers or Call Names tab, as well as tab selections on the Orders tab Orders_Tab.png, when selecting "Open / Today / All" and "Sort Preferences" (Customer Name, Date Opened, Employee Name, Order ID, Order Total, and Order type).
  • As part of Revel's ongoing efforts to create a modernized user interface, Revel has updated the Time Management feature on the POS Dashboard screen. Revel has changed the title "X Currently Clocked In" on the left to "Time Management", and the title "View Timecards" on the right to "X Clocked In" (in blue tint color).
    Time Management - POS Dashboard Screen

    Time_Management_Dropdown.png

  • Revel has increased the size of the Customers icon on the sidebar of the Dashboard screen to match the size of the other icons on the sidebar.
  • On the Tills "Starting Amount" screen, Revel has added an "x" next to the dollar amount, and also changed the text "Clear" to "Clear All" in the lower right portion of the window.
    Updated Starting Amount Window

    Till_Starting_Amount.png

  • Revel has made the following updates to the user interface/experience of the current Call Name functionality:
    • Add Call Name to Order: Rather than displaying an entire list of preset call names, Revel will now auto-populate search results based on search criteria
    • Search for Call Name: Call names in the preset list will now display only when text is entered into the search bar
    • Remove Call Name: Added a field to display the order's current call name; the user may remove it by tapping the "x" on the right-hand side.
      Updated Call Name Functionality

      Updated_Call_Name_Functionality.png

  • Revel has updated the user interface/experience on the POS when/if the user enables the "Phone Prompt with Name" option on the Kitchen View/Kitchen Print section of the Settings page. If enabled, Revel will now display a "Phone Number" field on the Customers overlay window of the Orders screen, allowing the user to search the CRM database by phone number.
    Updated UI/UX for Phone Prompt with Name

    Phone_Prompt_W_Name_Update.png

  • As part of Revel's ongoing efforts to create a modernized user interface, Revel has updated the Add Customer screen, which can be accessed by tapping the "Add Customer" icon on the Order Details window. The changes can be seen in the images below.
    Add Customer Screen

    Add_Customer_Window.png

    Add New Window - Add Customer Screen

    Add_New_Window.png

  • Revel has added page indicators (two or three dots) below and a hairline above the payments and actions buttons, with hints indicating more options off the page. The user can scroll thru the sections by swiping to the left or right.
    Three Dots for Additional Sections

    Action_Buttons_Payments_Buttons_Page_Indicator.png

POS Poland Fiscal Printer

  • Revel has made the following changes to the Document Storage feature:
    • Added a default sorting method - by date and then followed by orders with attached Invoices
    • Searching without a specific search parameter will display the last 200 documents
    • Accessing the Document Storage without using the search option will display invoices from the previous 5 days

Receipts and Printers

  • Revel will now replace the words "Credit Card" with the actual name of the credit card type on closing receipts, which are receipts that print out upon pressing "Done" to close an order.
  • Revel has increased the font size of the Epson U220 (ePOS Lan) receipt printouts. The default Revel Epson API and the Epson SDK integration will now printout receipts with the same font size.

Reports

  • On the Sales Report, The Tips line has been changed to Payable Tips to reflect the changes made to the Sales Summary Report on the Management Console. This is also supported in version 2.31.
  • When running the End of Shift Report on the POS, users can now view the total number of safe drops. The "Safe Drop Count" field has been added to the Checkout Summary section of the report, underneath the "Safe Drop" field. This field will also be displayed on End of Shift report print outs.
    Safe Drop Count on End of Shift Report

    safe_drop_count_EOS_report.png

Support

  • On the Setting / Support screen, the following text has been added for users: "Have a question or need a hand? Visit support.revelsystems.com for setup, how-to, and troubleshooting help for any business type. You'll find videos and articles to get you started - or get you back to business!"

Online Ordering Enhancements


Contents: Online Ordering Enhancements

  • Revel will now display the label "Sold Out" on online menus for products whose inventory has reached zero or below (negative). For this to function properly, the user must enable the "Cannot order items with empty inventory" option on the Settings > Inventory Settings page in the Management Console.
    Sold Old Label - Online Ordering

    Online_Order_Sold_Out.png

  • Revel now supports "hosted checkout" for Manual Credit transactions on Online Orders for the triPOS payment processor.


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