Notice something different in your Management Console? We're rolling out our latest/greatest software version, so click here to see what's new!

Revel Systems is proud to announce the release of Revel 2.19.


Contents


New Features for Restaurants


Contents: New Features for Restaurants

House Accounts Revamp

Based on feedback regarding house accounts and QuickBooks integration, Revel has begun a substantial overhaul of this valuable functionality.

In the 2.19 release, Revel has drastically improved the user's ability to manage, track, report and take payment on customers’ house accounts. The intent is to provide robust house account functionality within Revel while continuing to advance the house account integration with QuickBooks’ accounts receivable features. 

In future releases, users can look forward to individual QuickBooks customer house account balances to be integrated. Until then, Revel will continue posting all unpaid balances to a single asset account in QuickBooks and it is recommended that users continue to manage their house accounts within Revel.

Revel has drastically revamped the House Account functionality. The "House Accounts (HA)" report has now been changed to the "House Account Summary" report, and like before, can be found on the Reports > Other Reports page in the Management Console. For users with existing House Accounts, any unpaid House Account charges will now carry over and become the beginning balance (amount owed). The House Account Summary report will provide a detailed summary of all related activities, including house account payments, charges, adjustments, and the opening and closing balances of a customer. Using the "Actions" tabs on the right-side of the House Account Summary Report will do the following:

  • Show or hide orders, payments, and or adjustments
  • Pencil icon: Adjusts Customer House Account Balance (manually increase/decrease)
  • Payment icon: Logs a Customer House Account Payment
  • Mail icon: Emails House Account Statement
  • Export icon: Exports the report as a CSV, PDF, or XLS file
  • Clicking "Show Order Details" will display the following information:
    • Order Payment is the total non HA payment on the order
    • HA payment is the total HA payment on the order (what was charged to the house account). House Account payments CANNOT be made in offline mode

House Account Summary Report

House_Account_Summary_Report.png

NOTE: House Account functionality is enabled on the Settings > Payments > House Accounts > House Accounts Enabled page in the Management Console. Clicking "Enable by Default" will automatically link a House account to new customers by default, as shown below.

Enabling_HA_Setting.png

Individual customer house account can also be enabled on the CRM > Customers > Edit Customer page in the Management Console.

CRM_Customer_House_Account.png

In order to access an existing customer's HA, tap the new "House Account" button near the lower left corner of the "Edit Customer" window on the POS, as shown in the image below.

New House Account Button

New_HA_Button.PNG

Tapping the "House Account" button will open up a list of all unpaid HA orders. Users can make a payment against a HA balance using the POS, which will apply the payment to the oldest (chronological) order, as shown in the image below.

Payment Against a HA on POS

House_Account_Payment%2B.png

HA Payments Displayed Managament Console

House_Account_Payment_BE.png

Learn more about the House Accounts functionality by clicking here.

Item Forecasting

Revel has added a functionality for users to track preparation (prep) time for forecasted items. A "Prep" column and "Prep Time" setting have been added to Reports > Other Reports > Item Tracking page. However, in order to access this report, the "Enable Item Tracking" functionality must be enabled on the Settings > Reports > Product Forecasting page. Then, "Prep Time" can be configured by:

  1. Click Reports > Other Reports > Item Tracking
  2. Click Edit Tracking Set > +Add New Tracking Set and selecting a "Prep Time" from the drop down menu.
  3. Create a product set by clicking +Add a Product to this Set and filling in the corresponding fields.
    • Set Name Sort number
    • Tracking frequency (hourly, half hourly, 15 minutes, daily)
    • Prep time (duration contingent on tracking frequency)
    • Included products (product conversion)

      Item Tracking

      Item_Tracking_Sets.png

    • Clicking Save > Back near the upper right corner of the screen.
    • Clicking Adjust Totals near the upper left corner of the screen.

The "Forecasted" column will display the forecasted sales in x minutes (where x minutes = prep time) before the forecasted sales. If the prep time is one hour, and the forecasted sales amount for 10:00 AM is 10, the 9:00 AM prep cell will display 10. The "Prep" column will also leverage 'time last item can be produced'. If sales run to 10:00 PM, but the time the last item can be produced is 8:00 PM, then the values for both 8:00 PM and 9:00 PM must be put into the 8:00 PM prep cell. For example, a one hour prep time.

If sales are much higher or lower than the forecast, prep numbers under the "Prep" column will turn bold to account for actual sales (if they are adjusted based on reality).

  • Custom day: select a custom calendar date
  • Adjust all by: the overall percentage; entering a number into the field will adjust all values
  • Save Actual as Template: copies the actuals from a day into the forecast columns and saves
  • Edit templateDelete template
  • Export: CSV - XLS Print Report

Item Tracking Report

Item_Tracking_Report.png

Revel has also added the functionality to have item forecasting preparation chits to be sent to kitchen printers. Three different type of chits can be sent to kitchen printers, all with customizable options. The settings that control this functionality can be found on the Settings > Reports page under the Product Forecasting section or the Reports / Product Forecastingsection of the settings page.

Item Forecasting Printer Settings

item_forecasting_printer_settings.png

The table below describes the settings displayed:

Item Forecasting Printer Settings
Setting Descriptions
Print Reports To Selects the printer which will print item tracking reports. Clicking the field will expose a drop down menu of all configured printers.
Start of Day Report The Start of Day reports prints all daily tracking sets. This functionality contains three configurable sub-settings:
  • Print Time - Sets the time of day that the report first prints. This time will be the base off of which future reports are printed. For example, if you have hourly prints, and the Start of Day Report prints at 7:30am, then chits will print at 8:30am, 9:30am, 10:30am, etc.
  • Include Totals For Each Time Slot? - Includes the prep amounts for every time period of the day in the report.
  • Include Total For the Day? - This setting will print out the forecast totals for each non daily print slot.
Time Slot Reports Time Slot Reports print all non-daily tracking sets. This functionality contains four configurable sub-settings:
  • Print How Often - Specifies how often the reports print. Users can choose the following values: Never, 15 minutes, 30 minutes, one hour, two hours, and four hours.
  • Include Prior Hour Totals? - Includes a total how much was sold last hour.
  • Include Cumulative Totals? - Includes the total amount of sales that there have been that day.
  • Include Next Time Slot Forecast -Includes the totals for the next time slot that will print out.
Next Day Reports The Next Day Report prints a summary of what will need to be prepared for the next day. Users can input the time they wish the report to print in the "Print Time" field. Clicking on the field will expose the Choose Time widget.

The image below displays examples of the Start of Day, Time Slot, and Next Day reports reading left to right:

Item Forecasting Printer Chits

item_forecasting_printer_chits.png

Tile Kitchen View

To accommodate the needs of our Kitchen Display users, Revel has released the “Tile Kitchen” view. Tile Kitchen View displays each order on its own tile. Interact with items by tapping them. Tile Kitchen View has both dark and light views. The Tile Kitchen view is activated and configured using the “Default kitchen view” and or the “Kitchen parameters” options on the Establishment > Peripherals > Kitchen View Details page in the Management Console, or similar settings on the KDS itself. Tile Kitchen View is also optimized for the iPad Pro. iPad Pro users will see five columns on their kitchen displays instead of four.

Tile Kitchen View

Tile_Kitchen_View.png

Tile Kitchen - Training Mode

Tile_Kitchen_Training.png

Vendor Invoice / Receipt Report

Revel has added a “Vendor Invoice / Receipt Report” to the Reports page, found in the Other Reports popup window. This feature provides a report of inventory generated by way of purchase orders. It allows users to make cost or quantity corrections against purchase orders or on product/item receipts. Clicking any one of the purchase order links below the "Purchase Order #" column will open up the corresponding purchase order. Clicking the "+" icon will expand "Vendor Invoice" details, allowing the user to click "Correction" to make specific changes, as shown below.

Edit / Correct Product

PO_Correction+.png

Insights by Revel

Revel has released the Insights by Revel app (replacement for the Manager App). This app is designed to offer key insights to a store manager/owner about the performance of the establishment based on the activity of the Revel iPad Point of Sale. Insights by Revel allows users to create employee shifts, analyze sales and labor trends, and observe payment activity of all transactions processed at an establishment.

Insights_Login.png

Log in by entering the following:

  • Establishment URL
  • Username
  • Password

Tapping a desired establishment will open up the Dashboard screen where the user can access one of five possible areas, as shown below:

  • Net Sales
  • Payments
  • Products
  • Labor
  • Employees

Insights_App_Dashboard.png

Numbers and percentages on the right-hand side of the screen of the dashboard will indicate increase/decrease from a previous day, as shown in the image above. Tapping the establishment name (for example, "My Store 1") near the top of the screen will open up the establishment details window, as shown in the image below. Here, users with multiple establishments may select a different establishment.

Insights_Store_Detail.png

Tapping "Done" in the upper right corner of the establishment details window will take the user back to the dashboard screen where users may view any one of the reports by tapping the corresponding name. By default, the report will contain data for a single day. Tapping the calendar button in the upper left corner allows the user to select a custom date range, as shown in the image below.

Insights_Calendar+.png

Most reports have two view modes (excluding the Payments report, which has one), "Data View" or "Graph View" represented by "Mountain & Lines" or "Lines Only", as shown in the image below.

Insights_View_Options+.png

Tapping the filter button in the upper right corner allows the user to filter the report by a trend, over the span of a day/week/month/year; employee(s) associated with the establishment and or a role (cashier, host, chef, cook, manager, etc.) associated with the establishment, as shown in the image below.

Insights_Filters.png

Once desired options are selected, tapping "Done" in the upper right corner will generate a graph representing the selected options, as shown in the image below.

Insights_Trend.png

Tapping Dashboard > Employees > Employees > Schedules will display the employee schedule associated with the establishment. Tapping Employees > Contact List will display a list of employees associated with the establishment along with their contact/role/wage details, as shown in the image below. Using this list, a user may do the following: create a shift by tapping on an employee that is "Available"; edit or cancel a shift by tapping on an employee that is either "Scheduled" or "Working".

Available_Employee_Insights.png

This will open up the "Shift Details" screen, which allows the user to do the following, in sequential order with the images below (left to right):

  • Tap "Create A Shift" to create a shift for available employees
  • Edit a shift for "Available", "Scheduled", or "Working" employees by tapping on the "Starts" and "Ends" times to change shift time
  • Cancel a shift for "Scheduled" employees by tapping "Cancel Shift"
    • Clock out "Working" employees by tapping "Clock Out"
  • Tap "Save" to confirm changes. Once shift details are saved, a pop up window will be displayed, allowing the user to send an SMS message to the employee about the shift

    Insights_Employee_Scheduler.png

Filter button near the upper right corner of the "Employees" screen allows the user to filter by "Alert", "Department", and or "Role". Employees Shift alerts (for late employees/for employees in or nearing overtime) can be configured on the Settings > Reports > Insights application page in the Management Console. Once configured, they will be displayed on the "Employees (Schedules)" screen of the dashboard, as shown below.

Insights_Shift_Alerts+.png


New Features for Retail Establishments


Contents: New Features for Retail Establishments

Commercial Accounts Revamp

Based on feedback regarding commercial accounts and QuickBooks integration, Revel has begun a substantial overhaul of this valuable functionality.

In the 2.19 release, Revel has drastically improved the user's ability to manage, track, report and take payment on customers’ commercial accounts, formerly known as "House Accounts". The intent is to provide robust commercial account functionality within Revel while continuing to advance the commercial account integration with QuickBooks’ accounts receivable features. 

In future releases, users can look forward to individual QuickBooks customer commercial account balances to be integrated. Until then, Revel will continue posting all unpaid balances to a single asset account in QuickBooks and it is recommended that users continue to manage their commercial accounts within Revel.

Revel has drastically revamped the Commercial Account functionality. The "House Accounts (HA)" report has now been changed to the "House Account Summary" report, which in the future will be changed to "Commercial Account Summary" report. This report is located on the Reports > Other Reports page in the Management Console. For users with existing Commercial Accounts, any unpaid Commercial Account charges will now carry over and become the beginning balance (amount owed). The current "House Account Summary" report will provide a detailed summary of all related activities, including commercial account payments, charges, adjustments, and the opening and closing balances of a customer. Using the "Actions" tabs on the right-side of the House Account Summary Report will do the following:

  • Show or hide orders, payments, and or adjustments
  • Pencil icon: Adjusts Commercial Account Balance (manually increase/decrease)
  • Payment icon: Logs a Commercial Account Payment
  • Mail icon: Emails Commercial Account Statement
  • Export icon: Exports the report as a CSV, PDF, or XLS file
  • Clicking "Show Order Details" will display the following information:
    • Order Payment is the total non HA payment on the order
    • HA payment is the total HA payment on the order (what was charged to the house account). Commercial Account payments CANNOT be made in offline mode

Commercial Account Summary Report

House_Accounts_Summary_Report_Retail.png

NOTE: Commercial Account functionality is enabled on the Settings > Payments > House Accounts > House Accounts Enabled page in the Management Console. Clicking "Enable by Default" will automatically link a commercial account to new customers by default, as shown below.

Enabling_HA_Setting.png

Individual customer commercial account can also be enabled on the CRM > Customers > Edit Customer page in the Management Console.

CRM_Customer_House_Account.png

In order to access an existing customer's commercial account, tap the new "House Account" button near the lower left corner of the "Edit Customer" window on the POS, as shown in the image below.

New "House Account" Button

New_HA_Button.PNG

Tapping the "House Account" button will open up a list of all unpaid commercial account orders. Users can make a payment against a commercial account balance using the POS, which will apply the payment to the oldest (chronological) order, as shown in the image below.

Payment Against a CA on POS

Retail_Payment_Against_HA.png

CA Payments Displayed in Management Console

House_Accounts_Summary_Report_Retail_Payment+.png

QuickBooks Online Class Integration

Revel now supports native QuickBooks classes in QuickBooks Online. If a product has a class assigned in Revel, that same class will be carried over into QuickBooks Online. Classes will be assigned line items in Revel for Invoices, Credit Memo, Refund Receipts, Bills, Journal Entries (for Sales, initial sync, and inventory receipts) and Vendor Credit.

Classes will only be assigned to line items in Quickbooks for products in Revel that are assigned to a product class. No class will be assigned for generic items such as " Item Discounts", "Tips", and "Refund Substitute". No class will be assigned on Journal Entries for Payouts. Transactions for ingredients will not be assigned to any class. Likewise, because sales tax is not a line item in Quickbooks Online, there will not be a class assigned.

Store Credit

Revel has added a Store Credit functionality, which functions independent of Gift Cards. The Store Credit button ...

SC_icon%402x.png

... Will appear on the POS as an option below the order. The action button can configured (repositioned) on the Establishment > Establishment > Stations page in the Management Console. Store Credit can be created by:

  1. Achieving an order with a negative balance
  2. Tapping the "Add Store Credit" button
  3. Revel will add the Store Credit product to the order for the amount of the negative balance
  4. Revel will then create a store credit number which begins with "SC" and ends with the order number. For example, "SC212967"
  5. System will display a pop-up allowing the user to link the store credit to the customer
  6. A receipt for the store credit will be printed or emailed (contingent on user selection). This will include the amount and number of the store credit, with a scan-able representation of the store credit, as shown below:

    SC_receipt.png

  7. The standard order receipts will also print out

NOTE: Store Credit functionality supports Receiptless Returns, Voids/Refunds that lead to a negative balance, and Exchanges.

Store Credit may be used on an order by clicking the new store credit action button. Store credit balances may be viewed, but not edited, by navigating to the Settings > Store Credit on the POS.

"Gift Cards / Store Credit" report displays the remaining balance all store credit allocated to customers; this balance is NOT editable. "Sales Summary" and "Operations" reports display store credit liability. "Payment Summary" report displays store credit payments. Store credit transactions will be displayed on the new "Store Credit Transactions" report on the Reports > Other Reports page, as shown below.

Store_Credit_Transaction.png

FIFO and LIFO as Costing Methods

First In First Out (FIFO) and Last In First Out (LIFO) inventory costing are now supported on Revel. Users can contact Revel Support to configure either method as their inventory costing method.

The FIFO method bases its cost flow on the chronological order purchases are made, while the LIFO method bases it cost flow in a reverse chronological order. The average cost method produces a cost flow based on a weighted average of goods.

On the Inventory > Products and the Inventory > Ingredients page, users can now click the number in the "Current Inventory" column, and be taken to the new Inventory Lot page, show in the image below. This page provides information about received lots of inventory. The rows display when a lot of inventory was received and how much of the total quantity is left.

Inventory Lot Page

inventory_lot.png

On this page, users can update cost or date for the specific ingredients or products remaining in a lot. If the item was received from a purchase order, it will be listed in the "Note" column, and user can click on the link for the purchase order to be taken to Inventory > Purchase Orders > View Purchase Order page for that specific order.

Inventory Lot - Change Cost Window

inventory_lot_change_cost.png

Inventory Lot - Change Date

inventory_lot_change_date.png

Vendor Invoice / Receipt Report

Revel has added a “Vendor Invoice / Receipt Report” to the Reports page, found in the Other Reports popup window. This feature provides a report of inventory generated by way of purchase orders. It allows users to make cost or quantity corrections against purchase orders or on product/item receipts. Clicking any one of the purchase order links below the "Purchase Order #" column will open up the corresponding purchase order. Clicking the "+" icon will expand "Vendor Invoice" details, allowing the user to click "Correction" to make specific changes, as shown below.

Edit / Correct Product

PO_Correction+.png

Insights by Revel

Revel has released the Insights by Revel app (replacement for the Manager App). This app is designed to offer key insights to a store manager/owner about the performance of the establishment based on the activity of the Revel iPad Point of Sale. Insights by Revel allows users to create employee shifts, analyze sales and labor trends, and observe payment activity of all transactions processed at an establishment.

Insights_Login.png

Log in by entering the following:

  • Establishment URL
  • Username
  • Password

Tapping a desired establishment will open up the Dashboard screen where the user can access one of five possible areas, as shown below:

  • Net Sales
  • Payments
  • Products
  • Labor
  • Employees

Insights_App_Dashboard.png

Numbers and percentages on the right-hand side of the screen of the dashboard will indicate increase/decrease from a previous day, as shown in the image above. Tapping the establishment name (for example, "My Store 1") near the top of the screen will open up the establishment details window, as shown in the image below. Here, users with multiple establishments may select a different establishment.

Insights_Store_Detail.png

Tapping "Done" in the upper right corner of the establishment details window will take the user back to the dashboard screen where users may view any one of the reports by tapping the corresponding name. By default, the report will contain data for a single day. Tapping the calendar button in the upper left corner allows the user to select a custom date range, as shown in the image below.

Insights_Calendar+.png

Most reports have two view modes (excluding the Payments report, which has one), "Data View" or "Graph View" represented by "Mountain & Lines" or "Lines Only", as shown in the image below.

Insights_View_Options+.png

Tapping the filter button in the upper right corner allows the user to filter the report by a trend, over the span of a day/week/month/year; employee(s) associated with the establishment and or a role (cashier, host, chef, cook, manager, etc.) associated with the establishment, as shown in the image below.

Insights_Filters.png

Once desired options are selected, tapping "Done" in the upper right corner will generate a graph representing the selected options, as shown in the image below.

Insights_Trend.png

Tapping Dashboard > Employees > Employees > Schedules will display the employee schedule associated with the establishment. Tapping Employees > Contact List will display a list of employees associated with the establishment along with their contact/role/wage details, as shown in the image below. Using this list, a user may do the following: create a shift by tapping on an employee that is "Available"; edit or cancel a shift by tapping on an employee that is either "Scheduled" or "Working".

Available_Employee_Insights.png

This will open up the "Shift Details" screen, which allows the user to do the following, in sequential order with the images below (left to right):

  • Tap "Create A Shift" to create a shift for available employees
  • Edit a shift for "Available", "Scheduled", or "Working" employees by tapping on the "Starts" and "Ends" times to change shift time
  • Cancel a shift for "Scheduled" employees by tapping "Cancel Shift"
    • Clock out "Working" employees by tapping "Clock Out"
  • Tap "Save" to confirm changes. Once shift details are saved, a pop up window will be displayed, allowing the user to send an SMS message to the employee about the shift

    Insights_Employee_Scheduler.png

Filter button near the upper right corner of the "Employees" screen allows the user to filter by "Alert", "Department", and or "Role". Employees Shift alerts (for late employees/for employees in or nearing overtime) can be configured on the Settings > Reports > Insights application page in the Management Console. Once configured, they will be displayed on the "Employees (Schedules)" screen of the dashboard, as shown below.

Insights_Shift_Alerts+.png

Optimized Layout for iPad Pro

To better serve our iPad Pro users and to further improve customer experience, Revel has improved the layout of the POS screen to take advantage of the iPad Pro. A new “Optimize Layout for iPad Pro” option has been added on the Settings > Advanced POS Settings page in the Management Console. If this option is enabled, the POS menu design will change to take advantage of the iPad Pro’s larger size. The receipt section, located on the receipt on the left hand side of the screen of the POS menu, remains consistent with the width of a normal iPad Air, causing the menu area on the right hand side of the screen to be wider. allowing for the display of two more columns of products. It is possible to turn the Optimized Layout on or off on the POS itself too, in the Manager Settings area.

Optimized iPad Pro Layout

Optimize_Layout_iPad_Pro.png

POSGate Integration

Revel has integrated with the POSGate payment processor for the APAC market. The integration is now supported for the following countries: Australia, Brunei, Fiji, Hong Kong, Indonesia, Macau, Malaysia, The Maldives, New Zealand, Papa New Guinea, The Philippines, Singapore, Sri Lanka, Thailand, and Vietnam.

Tax Thresholds

Revel now supports tax thresholds. Individual taxes can now be configured with maximum and minimum thresholds. Certain states, like Massachusetts, charge no tax on certain items up to a set dollar amount, and then a tax amount on the amount above that rate. Other states, like New York, also have thresholds, but charge against entire product price, if that price exceeds the threshold. To account for these types of scenarios, the “Min Threshold” and ‘”Max Threshold” fields have been added to the details page for individual taxes. For the “Min Threshold” field, the tax will only be applied to items costing more than or equal to the amount entered. For the “Max Threshold” field, the tax will only be applied to items costing less than the amount entered. Both of these fields take taxed discounts into consideration.

To handle the difference between the Massachusetts and New York examples, Revel has also added the “Taxes on products exceeding threshold amounts shall be charged on the entire product price” option under Settings > Advanced Pos Settings. When this option is enabled, if a tax rate has a minimum threshold amount, and the product price exceeds that threshold, the tax shall apply to the entire product price. If the setting is disabled, the tax shall rate shall only apply to the part of the product price which exceeds the threshold. The figure below shows the new details page for individual taxes, with the new threshold fields highlighted.

Taxes > Details Page, Max and Min Threshold Fields

taxes_details.png


New Features for Partners and API Users


Contents: New Features for Partners and API Users

Loyalty Gateway

Third parties are now able to build more robust integrations with Revel. This functionality was specifically designed to support loyalty integrations, but may serve other applications as well. Users build webhooks using the Webhook Settings on the Settings > Third Party API page. These webhooks provide an easy way for the integration to be notified of particular actions by the POS.

Webhooks Settings - Top

webhook_settings_top.png

Webhooks Settings - Bottom

webhook_settings_bottom.png

The following table describes the settings displayed on this page.

Webhooks Settings
Settings Descriptions
Active Indicates whether this integration is currently active or inactive.
Name Name of the webhook integration.
Establishment Selects the establishments that will send data to the third party.
Secret Key This is the key to handle authentication for outgoing requests. The key is auto-generated by Revel upon initial webhook set up, but can be configured by the user if so desired.
Only Loyalty Orders Checking this option specifies that only orders made with a loyalty card will trigger a POST request to the configured URLs. This option is enabled by default. Third parties can opt to pay for data for every type of order.
Order Finalized URL Specifies the URL that an HTTP POST request will be sent to when orders are completed and / or modified
Customer Created URL Specifies the URL that an HTTP POST request will be sent to when customers are created in Revel.
Customer Updated URL Specifies the URL that the HTTP POST request will be sent to when customer information is modified in Revel.
Reward Card URL Specifies the URL that the HTTP POST request will be sent too when orders are processed that contain loyalty information.

Once configured, the following events will trigger a webhook to send data to the configured URLs:

  • The completion of an order — Once an order has been paid and closed, configured webhooks will send order information in a POST request to the configured URLs, including order numbers, order history, payment objects associated with the order, any customer data associated with the order, and loyalty objects associate with the order, such as the swiped card number, item points, and points redeemed.
  • Modifications of orders — Any modifications of orders that have already been closed, such as returns, exchanges, refunds, etc.
  • Creation of a customer — When a customer is created in Revel.
  • Customer updates — When a customer is updated in Revel.
  • New loyalty card creation — When a new loyalty is created in Revel.

The following preconditions must be met before users can set up webhooks:

  • Offline mode needs to be available so that the system an send transactions data if the connection is lost
  • Third parties need to have API access to Revel

Management Console Enhancements for Restaurants


Contents: Management Console Enhancements for Restaurants

Ingredients

  • A search bar has been added in the upper right corner of the Products > Ingredients page.

Kitchen View / Kitchen Print

  • The option for “Line Separator” has been removed as it was redundant with “Spacer Lines” on the Settings > Kitchen View/Kitchen Print page.

Modifiers

  • The “Ignore defaults when prompting for modifiers” setting has been added to the Settings > Advanced Pos Settings page. If enabled, the user will be prompted to interact with every modifier class on the product regardless of whether defaults are set for that class or not.
  • The modifier option buttons (Side, Only, Lite) can now be relabeled using the "Editable modifiers options" setting on the Settings > Advanced Pos Settings page in the Management Console. Enabling the "Editable modifiers options" setting will allow users to enter three customizable modifier labels in the three (Side, Only, Lite) fields available below, which would then replace the three default modifier options on the POS menu. Editable modifiers options will be displayed only if the "Include modifier options: No, Side, Lite" option is enabled on the Settings > Advanced Pos Settings page in the Management Console.

    Enable Modifier Options

    Editable_modifier_options.png

Table Service

  • Revel has expanded the “prompt for guest count” functionality on the Settings > Table Service Settings page, adding, a “Prompt for Guest Count On All Order Types” sub-setting. If the sub-setting is enabled (the default behavior), the POS will always prompt for guest count. If disabled, the POS will not prompt for guest count in the order is to go or delivery.
  • The “Table Layout View” page has been enhanced. A trash can icon has been added to delete sections. The "+ Add New Section” button has been moved and updated. The “Active” and “Inactive” buttons are new and easily selectable. The new layout page is shown in the figure below.

    New Table Layout Page

    table_layout_new_ui.png

  • The “Print for table move/merge” option has been added to the Settings > Table Service Settings page of the. If enabled, The POS will print a docket indicating order numbers (and corresponding tables) and/or bar tabs that have been moved or merged to a different table or tab. The “Print for table move/merge docket only” option has also been added. If enabled, moving/merging an order to a different table or tab will print a basic docket to a designated printer. If disabled, the docket will include a list of all items. This feature helps runners and other persons who may not have access to the POS keep track of moved tables.

Campaigns

  • The "Business name" field has been added to the CRM > Campaigns > Campaign Details page under the Campaign Details section. Campaign users must now assign a business name to their campaigns. The name will be seen in the push notifications on their customers' mobile devices. This is ideal for users with multiple establishments that may fall under different names or locations. This is a required field.
  • The Notify Targeted Customers section has been added to the CRM > Campaigns > Campaign Details page. White Label and Revel Mobile web and app users have separate check boxes. Selecting either check box will send the configured campaign messaging to that respective customer base. This allows users to configure different campaigns / campaign messaging for the different customer bases. The message targeting is based on the location of the user's mobile device in proximity to the establishment running the promotion.
  • Campaign users can now configure custom messaging to send to their customers along their campaign promotions. They can do so using the Message Method section, which has been added to the CRM > Campaigns > Campaign Details page. Users can choose whether to send their campaign messaging to customers via mobile application push notifications, via email, or both. In the "Body Text" section users can configure their promotional messaging. Revel provides code tags that can be dragged and placed between text to help personalize / customize the message. These include "First name", "Last name", 'Discount name", "Business name", "Promotion link", and "Promotion end date". These tags will be match the specifics of their given information. For example, the "First name" tag will reflect the first name of the specific customer the message is being sent to. If the user is sending out their messaging via email, fields are available to configure an email subject line and any email footer text the user wishes to include. the Image below displays the Message Method section.

    Campaigns, Message Method Section

    campaigns_message_method.png

    The following table describes the functionality displayed on this page:

    Message Method Settings
    Setting Description
    Push Notifications (App only) Enables the configured message text to be sent to customers via push notifications on their mobile devices. This is only applicable to customers using either the White Label or Revel Mobile apps. Customers accepting push notifications on their mobile device will receive the message detailing the promotion for the campaign. All desktop and app users will still see a promotion icon when viewing a store menu even if push notifications are not active.
    Email Notifications Enables the configured message text to be sent to customers via email. Customers accepting email notifications will receive the message detailing the promotion for the campaign. All desktop and app users will still see a promotion icon when viewing a store product list / menu even if email notifications are not active.
    Body Text This is the section where users can type the message they want their customers to receive. using the tags will automatically show personalize text in that area. For example, the "First name" tag will reflect the first name of the specific customer the message is being sent to.
    Email Subject Line The text that will be displayed in the email subject line.
    Email Footer Text Any footer text the user wish to provide in the email. The footer text will be smaller than the main body text of the email.
  • Users can now configure their campaigns to be sent out to customers at a specific time, using the Notification Schedule section, which has been added to CRM > Campaigns > Campaign Details page. In the "Schedule Send Date" fields, users can choose to either send their campaign out to customers immediately, or at a scheduled date and time. If the "Schedule Send Date" check box is selected, the "Send" field will appear. Clicking on that field will bring up a calendar and time selector tool for users to configure their desired date and time for campaign release.
  • Users can now only link one discount to a particular campaign.

Customers

  • Revel has expanded its customer uniqueness functionality and now supports checking for uniqueness based on phone number or reference ID in place of email address. Users can select their uniqueness preference using the "Uniqueness By" sub-setting, nested under the "Enforce customer uniqueness" setting on the Settings > Customer Info page. If the "Enforce customer uniqueness" setting is enabled, users will now be given the option to filter customer uniqueness by choosing one of three options (Email/Phone number/ Ref. code) from the drop-down menu. This enforces that each customer has a unique email/phone number/ref. code address. If they DO NOT, a pop-up window will be displayed on the POS, prompting the user to input the "uniqueness by" value. Attempting to create a customer with a duplicate value will consolidate the two customer records into one. Please contact tier three support before changing this setting.
  • Our clients can now control which CRM fields are used/displayed on the POS via the “Customer Info Available on POS” settings group, which has been added on the Settings > Customer Info page in the Management Console. These settings are currently staff only, so users will need to contact Revel Support to manage them.
  • Customers are now searchable by their company name using the search bar in the upper right corner on the CRM > Customers page.

Discounts

  • Discount codes will now expire across all establishments after initial use.
  • Discount codes are no longer case sensitive. For example, a discount code entered as SpringDeal, springdeal, or SPRINGDEAL will all be equally accepted.
  • Clients can now exclude products belonging to ADMIN classes, like gift cards or donations, from discount calculations, using the new “Exclude from discounts” setting on the Products > Classes page in the Management Console. If enabled, products belonging to the designated Product Class will not be included when calculating discounts.
  • Revel's clients can now set up discounts which require the customer to buy products from different groups (or classes) to earn the discount. For instance, if the customer buys a sandwich and a drink, they will get 50% off of a salad. The setting that defines such a discount is “Require a product from each qualifying class/group” on the Products > Discounts > Discount Details page. For this setting to be accessible, Qualification Subtype must be set to Class/Group. If enabled, the customer will need to purchase a product from each of the classes/groups to earn the discount. Otherwise, they may purchase products from any of the classes/groups. An example of the setting is shown in the figure below.

Add New Discounts

Discount_Multiple_Qualifying_Spots.png

Display

  • Revel has added a "Change Password" link in the upper right corner of the Management Console screen. Clicking the link will open up a pop-up window allowing the user to update their password.

New Change Password Link

Save_Password_BE.png

  • Tip-texts have been redesigned to be more readable. The Tip-Text background color is now a light shade of blue, causing the tip text to standout. Additionally, Revel now supports links nested inside tip-texts.
  • When uploading an image in the Management Console, users now have the option to select an aspect ratio (4:3, 3:4, 1:1, 16:9, 9:16, Free i.e. free-form) that is most conducive to their screen size, as shown in the image below. Additionally, users can also preview the output in the upper right corner.

Cropper Tool - Select Aspect Ratio

Cropper_Tool.png

  • The cropper tool has been enhanced to support transparency effects in PNG images.
  • The Management Console title bar and pop up elements (gradients) have been enhanced and will now appear consistent with certain elements in the REVELin App.

Employees

  • Revel now allows users to import employees into the system. Users can populate a Microsoft Excel spreadsheet with all relevant employee data and upload it onto the Management Console, using the "Import Employees" section on the Employees > Export / Import page. This section provides detailed information about how to structure a spreadsheet for import, listing all columns that need to be present on the spreadsheet for the import to be accepted.
  • On the Administrative Permissions page for a selected employee (at the establishment level), the “Update Access” check box is now auto selected when a permission set is chosen from in the “Administrator Permissions” drop down menu.
  • A “Cash Office” admin permission set has been added on the Employees > Administrator Permissions > +Add New Administrator Permission Set page in the Management Console. This permission set controls access to Cash Office reports, as shown in the figure below.

Cash Office Permission Set

Cash_Office_Permission_Set.png

EMS

  • The Commissions Report is now supported on the EMS, allowing users to see commission data from employees across all establishments. When viewed on the EMS, the report can be filtered to show data by employee (Empl. / Estab.) or by establishment (Estab. / Empl.). The report can exported to CSV / XLS format. An example of the EMS view for the report is shown in the image below.

    Commissions Report - EMS View

    ems_commissions_report.png

  • When editing product groups from the EMS, if the user chooses to push the included product list, Revel will outline the Product Tree in blue to make it clear that it will be updated.
  • For users with multiple establishments, the Establishment Tree now remembers the last establishment that was accessed by the user for that browser session, and will automatically select that establishment upon that user's next login.

Gift Cards

  • Users can now control whether customers may use gift cards when tipping. The “Support tipping with gift card payments” setting has been added on the Settings > Payments > Gift Cards page in the Management Console. If the setting is enabled, customers can add tips to gift card payments.

Import / Export

  • A "Rewards" check box has been added as a selectable criterion under the "Advanced" options for product exports. Selecting this option causes three columns to be added to the product export:
    • Point Value - Indicates how many item points a customer earns by purchasing the product.
    • Eligible for purchase rewards - Indicates if whether or not customers can accrue purchase reward points for this product. The column will contain a "Yes/No" on the export.
    • Purchase reward multiplier - Indicates the purchase reward multiplier for the product. Products with a multiple value of "1" accrue points normally when purchased. Products with a multiplier of "2" will earn the customer double points upon purchase.
  • Revel has updated the screen seen when a user tries to access import results from an email, but is not logged into the Management console. The screen now provides a link to log into the user's account.

    Import Results Screen

    ImportResults_screen.png

Inventory

  • To help business owners understand their actual vs theoretical inventory, Revel has added the following value columns to the Product Inventory Log report:
    • Inv. Value Before (Qty Before*Cost Before)
    • Inv. Value After (Qty After*Cost After)
    • Inv. Change Value (Inv. Value After-Inv. Value Before)
    • %Quantity Change =(Ending Inventory/Starting inventory)-1 (~theoretical vs actual quantity)
    • %Value Change = (Ending Inventory Cost*Ending Inventory Qty)/(Starting inventory cost*Starting Inventory Qty) -1 (~theoretical vs actual inventory value)

      The new columns are particularly significant when filtering the log by the "Adjust" action.

  • Purchase Orders/Transfer status/RMS (New, Sent, Partially Received, Fully Received, Finalized) and Invoice status (Uninvoiced, NA, Partially Invoiced, NA, Fully Invoiced) background colors have been enhanced to be more readable.
  • The "Enable Emailing Purchase Orders" setting has been added to the Settings > Inventory Settings page. When selected, a "Send PO" icon will appear in the Actions column on the main Purchase Order page, shown in the image below.

    Send Purchase Order Action Icon

    sned_po_action_icon.png

  • Clicking that icon will bring up the Email Purchase Order window, where the user can enter or change the email address of the vendor. After clicking send, the vendor will receive an email that reads "Attached, please find a detailed Purchase Order from Establishment Name" in the subject line.
  • Revel has added a "Sent" state to purchase orders. Prior to being sent, while POs are in the "New" state, items added to the PO can be deleted by clicking the "x" located on its left-hand. Once the PO has been marked as sent, that item can no longer be deleted; it can only be closed. A PO can be put into the "Sent" state by clicking the "Mark as Sent" button, by emailing it, or by receiving inventory.

    Mark as Sent

    mark_as_sent2.png

  • The “Created Date” field has been added to purchase orders. This field is editable up until the purchase order has been finalized. Also, the “Time Created” column on the purchase order list (Inventory > Purchase Orders) has been changed to “Date Created” and now displays only the date the purchase order was created.
  • Revel has added the following two columns to the Transfer page:
    • Sent Date (the date the transfer was sent)
    • Received Date (the date the transfer was received)
  • On the Inventory > Transfer page, the Import/Export option has been added to new outgoing transfers. From the Transfer List page, clicking the "New Transfer" will bring up a new outgoing transfer. The "Import/Export" option can be found on the right hand side of the page, above the "Quantity" column. Clicking the button will bring up the Import / Export window, shown in the image below.

    Product Transfer Import / Export

    import_export_transfers.png

    Once items have been added to the transfer, the export function will become available for use. By clicking the "Download Template" button, users can download a blank XLS template (includes column headers), which they can manually populate and import back into the system. Once a file has been imported, the user will receive a confirmation email.

  • "Ing. to Prod." and "Adjust Cost" check-box columns have been added to the Inventory > Transfers > Details > Sent page. Users will now have the ability to do the following:
    • Select whether the cost of a product in the target establishment will be affected by the cost of the product in the source establishment.
    • Use a recipe to decrement ingredients on the source establishment and transfer them into products on the destination establishment.
  • The "Primary Vendor" field has been added to both product and ingredient inventory exports.
  • The reorder table on the Reorder page can now be sorted by either clicking the triangle above the column header or by clicking the column header itself.
  • Revel has introduced the ability for users to preset custom reasons for inventory waste. The "Waste preset reasons" fields have been added to the Settings > Inventory Settings page to configure the functionality. Users can add as many reasons as desired. Once configured and enabled, the reason will appear in a drop down menu on the POS on the Inventory Management screens when entering product or ingredient waste.

    Waste Preset Reasons Fields - Inventory Settings

    waste_preset_reasons.png

  • The "Comps on the POS" functionality has been added to the Settings > Inventory Settings page. Enabling this option allows employees to mark items as comps on the POS. Comps are processed as "waste" in the system inventory. If the functionality is disabled, the "Comps" action button is not displayed on the POS. The functionality is enabled by default.

  • A "Comps" permission has been added to the Employees > Role Permissions page. This permission allows users to comp items on the POS, provided that the comp function is enabled.
  • Users now have the ability to import/export large (30k+) product inventory files.

Intuit

  • The CRV line item has been added to Invoices and Credit Memos for Quickbooks Desktop integrations. They (CRVs) are treated as liability accounts in QuickBooks. "CRV charges" have been added to the Sales Summary Reports. The "CRV_CHARGES" line item has been added to the API.
  • Invoices, Credit Memos, Payments, and Sales Journal Entries have been updated in the API for House Accounts for all sync types.

Loyalty and Rewards

  • For clarity purposes, the “Current Points” name on rewards exports (top of the Gift, Rewards and Admin Cards settings page in Classic View) has been renamed to “Item Points”.

Ordering

  • Receiptless returns for store credit are now treated and processed in the same fashion as exchanges on the POS. On the Management Console the data from these returns is now appears differently on a number of reports. On the Product Mix Sales Summary, and Operations Reports, receiptless returns represented as part of exchanges in the Exchanges column. The columns are now marked with "*" indicating that the column "Includes Receiptless Returns for Store Credit".

Products

  • Users can now set price limits on their products. The "Minimum price" and " Maximum price" fields have been added to the Products > Product Details page under the Basic Product Details / Pricing options section. The values entered in these fields represent the lowest and highest price that can be set for the product.

    These new fields are fully permissioned. They are designed for enterprise users who wish to control the prices set on products at their local establishments. Permission sets can be created so that enterprise managers can control the new fields, with local managers being able to edit the price of a product, but not the maximum or minimum price restrictions of that product. Price limits are also enforced in Manage Item Mode on the POS.

  • A search bar has been added to the Products > Ingredients page to help users with large numbers of ingredients manage and navigate the page. The search bar is located at the top right hand side of the page.
  • The "Returnable" option has been added to the Products > Product Details page, under Advanced Product Details / Retail Settings. If enabled, the product selected can be returned. If the setting is disabled (unchecked), the product/item cannot be returned and a "This item cannot be returned" error message will be displayed on the POS. This option will impact reporting for returns, exchanges, and receiptless returns.
  • Using the search bar, users can search for a product using Alternative Lookup values. This enhancement is accessible anywhere a user can search for a product, including product inventory pages.

Receipts and Printing

  • Revel has added the ability to add two signature lines to a void (return) receipt, presumably for the merchant and customer. Along with that comes the functionality to add custom labels to those signature lines. To support the functionality, the "Include a signature line on the void receipt", "Include a signature line 2 on the void receipt", and the "Label for Void Signature Line1/2" settings are now configurable on the Settings > Receipts page.
  • A "Retrieve customer email from the cloud" option has been added to the Settings > Receipts page. If "Yes, and confirm email in iPad" is selected from the drop down menu, when a customer pays with a credit card the system will check if the customer's email is known, and pre fill it into the email receipt window. Additionally, an "Email Confirm" pop up message will be displayed allowing the user to "Skip", "Change Email", or "Send" a receipt.
  • Customers can now control which email domains appear as shortcuts for emailing receipts. A “Custom email domains” option has been added to the Settings > Receipts page in the Management Console. Users can now create preset email domains in conjunction with ones that customers use most often, for emailed receipts.
  • A new printer type, Custom-Q3xF, has been added on the Establishment > Peripherals > Printers page in the Management Console. This is an Italian fiscal printer.

Reports

  • The Action Log will now allow users to track changes (creation, edits, deletes) to the following employee aspects:
    • Employee details
    • Employee Roles/Wages
    • Employee connections to establishments
    • User details (name, password, email, permission set, authorized establishments)
    • Role Permissions
    • Admin permission sets
  • The act of employee import changes will now be logged in the Action Log Report.
  • Product changes on the Management Console are now reflected in the Action Log Report. Any changes that involve adding products, editing products in either quick mode, advanced mode, or in list view, product sync on EMS, and product import / export will be reflect in the report. The image below shows an example of a product change being logged / displayed on the report.

    Product Change in Action Log Report

    product_change_action_log.png

  • An "Export" option has been added to the Payouts/ Payins Report.
  • A discount "Type" column has been added to the "Item Discounts" and "Order Discounts" sub-report nested within the Discounts and Voids Report. The "A" references an automatic discount, while the "M" references a manual discount.
  • For the “Item Discounts” tab on the Discount and Voids/Returns Report, the export and print report function now includes SKUs and barcodes.
  • Revel has enhanced the status icons on the Cash Office Report so as to follow our current UI standards. The new icons are as follows:b
    • Blue Pencil - This is the only interactive icon. This indicates that action type (safe drop, bank deposit, safe count) needs to be confirmed on the report.
    • Red X - Indicates that the confirmed amount does not equal the deposit / drop amount.
    • Grey Checkmark - Indicates that the confirmed amount equals the deposit / drop amount.

      Updated Cash Office Report Icons

      cash_office_new_icons.png

  • The "Total Safe Drop Variance" and "Total Bank Deposit Variance" fields have been added to the Cash Office Report in order to show the total variance across all entries on the report for those two types. Also, in order to provide consistent terminology across our POS and Management Console, the "Safe Deposit" type has been renamed to "Safe Drop". The changes on the report have been highlighted in the image below.

    Updated Cash Office Report

    cash_office_new_icons.png

  • The Operations Report can now be filtered by POS Station/Revenue Center and Department/Employee using the respective drop-down menus on the Reports > Operations report page.
  • Users can now export the Operations Report into PDF, CSV or Excel formats.
  • Users can now have the Operations Report emailed to them on a daily basis. Users must enter the email addresses that will receive the report into the email address field of the new "Operations Daily Report" setting on the Settings > Email Settings page, separated by a comma or semi-colon. The "Report Type" field allows the user to select how they want the report formatted. They can select PDF, CSV, or Excel formats.
  • All Revel reports now support AM/PM time formats.
  • The Catering Delivery Report can now be export in CSV/XLS format. Headers on the ungrouped report can now be clicked to arrange the report entries in ascending or descending order.
  • The Labor Report now uses the same method to calculate overtime and double time payments as the Schedules > Payroll page. Both pages now use the California definitions of overtime pay, which states that an employee must work 12 hours in a day (regular + overtime hours) or use the seventh day rule. The seventh day rules states= that if an employee works seven days straight, the seventh day immediately starts as overtime and moves into double time after eight hours.
  • In order to provide consistent terminology across our POS and Management Console, every instance of "Bank Drop" has been renamed to "Safe Drop". On the Reports > Till List page, the "Amt. in Bank Drop" option now reads "Amt. in Safe Drop". On the Reports > Operations Report page, the "Bank Drops" row in the Cash Summary section has been renamed to "Safe Drops. On the Reports > Action Log page, the "Amt. in Bank Drop" field listed in Till Actions has been renamed to "Amt. in Safe Drop".
  • The Table Reservations report will now allow users to view table reservations made for future dates. Using the date range drop-down menu in the upper right corner of the Table Reservations report, users can choose a custom date range.

    Future Date Range

    Custom_Date_Range.png

  • On the End of Day Action Log Report, the station name that ran the End of Day Wizard will be listed in the header for that run, as shown in the figure below.

    End of Day Report, Station Name

    end_of_day_report_station_.png
  • On the Gift Card Report, The Total Outstanding Gift Balance field has been added at the top of the report. The field displays the total outstanding liability on all gift cards.

    Total Outstanding Gift Balance, Gift Card Report

    total_outstanding_balance_gift_card_report.png
  • The “Include Non Cash Tips in Cash Due line” option has been added to the Settings > Reports page. If selected Revel will include non-cash tips when calculating the Cash Due Employee/House in the Sale Summary Report. This is the default.

Schedules / Payroll

  • To help clients document their labor compliance, a “Prevent employee clock-in before break end” option has been added to the Schedules > Time Sheet Rules page. If the client is using Employee Declares break length (instead of “Calculate Paid/Unpaid breaks by Rules”) they will need to input possible break lengths (in minutes) into the break length field. Consequently, when the employee clocks out on break, they will be asked how long the break shall be. They shall not be allowed to clock back in until the break length has elapsed.
  • Revel has added the functionality to export payroll JSON reporting data using API authentication. Users can now export payroll reporting data directly to payroll providers, using a valid third party API.

Settings

  • A "Suggest lowest sold price" functionality has been added to the Settings > Advanced Pos Settings > Receiptless Returns page. If the option is checked, the system will use the lowest price at which the returned item has been sold for the last designated # of days. If the option is NOT checked, the system will use the current item price as the return price.
  • The Settings > Online Ordering Settings page has been re-organized. The settings featured on the page have been grouped into the following sections: General, Appearance , Order Rules, Order Options, Delivery Options, and Tokenization Rules. The reorganization affects both Classic and Standard settings views.
  • Revel has made the following changes to the Settings > Online Ordering Settings page:
    • The "Favicon image" option has been moved from "General" to "Appearance".
    • The "Promo Message" setting has been removed from the page.
    • A "Keywords" setting has been added under "General". Keywords are entered by the user so that their customers can the store list in Revel applications using those terms.
    • The "Hide online app product images" setting has been renamed to "Hide desktop online product images".
  • On the Settings > Payments page, the "Track Bank Drop" option now reads "Track Safe Drop".
  • The “Enable price overrides” option on the Settings > Advanced Pos Settings page has been enhanced. Now, users can choose to support price overrides as one time only event, day long events, or permanent changes. Price overrides always require a manager password when performed on the POS.
  • The “Standard view” tree structure on the Settings page has been enhanced to include/exclude specific settings, or links to settings in the Classic view. Additionally the most common settings are pre-selected.

Taxes

  • Revel now supports Tax Quantity Thresholds via two new settings on the Taxes > Individual Taxes > Details page:
    • Min Quantity Threshold – This tax is only applied when an order contains a number of items from the associated tax group equal to or greater than the Min Quantity Threshold. For instance, if you buy six or more baked goods, the tax rate on those baked goods is 2%.
    • Max Quantity Threshold – This tax is only applied when an order contains fewer items from the associated tax group than the Max Quantity Threshold. For instance, if you buy fewer than six baked goods, the tax rate on those baked goods is 6%.
  • Users are now able to exempt certain customer groups from specific taxes. On the CRM > Customer Groups > Details page for that group, users select the "Tax Exempt" option and enter the Individual Tax from which the group is exempt in the "Tax Exempt Taxes" field. This enhancement could be used for First Nation People of Canada, who are exempt from province tax. Another application could be for veterans who are exempt from sales tax in certain states.
  • Users can now determine whether removing the tax from a tax included product should lower the price that the customer pays. The new setting, "Removing Tax Lowers Product Price On Tax Included Products" on the Settings > Advanced Settings page has been added to enable this functionality.
  • Users in Australia, where GST tax applies to all items, can now prevent totally prevent their employees from removing taxes from orders and items by disable the new “Permit remove tax on the POS” setting has been added on the Settings > Advanced Pos Settings page in the Management Console. For new deployments in Australia (configured using tax country), this setting will be disabled by default. If enabled, only then will the remove tax button become available on the POS. Use of this button is subject to the Remove Tax Permission.
  • A new details page has been added for individual taxes. Users can click on the edit icon next to an individual tax to access the page.

Tills

  • Users can now set a transaction limit for their tills. The "deny transaction amount" functionality has been added to the Payments > Tills > Till alert settings page. If this functionality is configured, and the transaction amount exceeds the configured limit, the POS will display an on-screen warning preventing the POS from making the sale.

Updated User Interface

  • The Products > Classes page has been updated to the EMS user interface style. Product Classes are now supported on the EMS and can be fully permissioned. The Products > Product Class > Details page for configured classes is now displayed in the settings tree structure. The new interface can be seen in the image below.

    Product Class Details, Tree View

    product_class_ems_ui.png

  • The Products > Service Fees page has been updated to the EMS user interface style. Service Fees are now supported on the EMS and can be fully permissioned. Service fees can now be pushed across establishments and can be linked. The Products > Service Fees > Details page for configured class is now displayed in the settings tree structure. The new interface can be seen in the image below.

    Service Fee Details, Tree View

    service_fees_ems_ui.png

  • The Products > Custom Menus page has been updated to the EMS user interface style. Custom Menus can now be managed from EMS and can now be locked. When pushing custom menus across establishments, the system will warn the user if new products are going to be created and give them the option to create those products or not. Additionally, full admin permissions have been added for custom menus. The Products > Custom Menus > Details page for configured class is now displayed in the settings tree structure. The new interface can be seen in the image below.

    Custom Menu Details, Tree View

    custom_menu_ems_ui.png

  • The Products > Modifier > Modifier Classes page has been updated to the EMS user interface style. Modifier classes are now supported on the EMS and can be fully permissioned. Classes can now be pushed across establishments and can be linked. The Products > Modifier Classes > Details page for configured class is now displayed in the settings tree structure. The new interface can be seen in the image below.

    Modifier Class Details, Tree View

    modifier_classes_ems_ui.png

  • Users can now create and manage modifier recipes. The Recipe setting has been added on the Modifiers > Modifier Details page in the Management Console, as shown in the figure below.

    Recipes, Modifiers Page

    Modifier_Recipes.png

  • The “Copy Modifier” window that appears when copying a modifier from one product to another has been enhanced for usability. Users are now given more information about how to copy modifiers, and how to select multiple modifier classes. All settings that will be copied are clearly outlined in a bolder shade of blue.

    Updated Copy Modifiers Window

    new_copy_modifiers_window.png


Management Console Enhancements for Retail Establishments


Contents: Management Console Enhancements for Retail Establishments

Intuit

  • The CRV line item has been added to Invoices and Credit Memos for Quickbooks Desktop integrations. They (CRVs) are treated as liability accounts in QuickBooks. "CRV charges" have been added to the Sales Summary Reports. The "CRV_CHARGES" line item has been added to the API.
  • Invoices, Credit Memos, Payments, and Sales Journal Entries have been updated in the API for House Accounts for all sync types.

Retail

  • Users can now manually input the tare amount when ringing up weighted items. An "Allow manually entered tares" option has been added to the Settings > Retail Service Settings > Scales page to enable the functionality. Users may still use the scale to calculate the tare. On the receipt, manual weight will be represented using the manual weight label.

    NOTE:Manual tares are not allowed in many countries, including the United States and Great Britain. This functionality is intended for markets such as Australia, which allow manual tares.

  • Establishment owners and managers can now configure the POS so that only employees with the Cost Management permission will see and manage inventory costs on the POS. A "Restrict Cost Management POS" setting has been added to the Settings > Retail Service Settings page to enable the functionality.

Customers

  • Revel has expanded its customer uniqueness functionality and now supports checking for uniqueness based on phone number or reference ID in place of email address. Users can select their uniqueness preference using the "Uniqueness By" sub-setting, nested under the "Enforce customer uniqueness" setting on the Settings > Customer Info page. If the "Enforce customer uniqueness" setting is enabled, users will now be given the option to filter customer uniqueness by choosing one of three options (Email/Phone number/ Ref. code) from the drop-down menu. This enforces that each customer has a unique email/phone number/ref. code address. If they DO NOT, a pop-up window will be displayed on the POS, prompting the user to input the "uniqueness by" value. Attempting to create a customer with a duplicate value will consolidate the two customer records into one. Please contact tier three support before changing this setting.
  • Our clients can now control which CRM fields are used/displayed on the POS via the “Customer Info Available on POS” settings group, which has been added on the Settings > Customer Info page in the Management Console. These settings are currently staff only, so users will need to contact Revel Support to manage them.
  • Customers are now searchable by their company name using the search bar in the upper right corner on the CRM > Customers page.

Campaigns

  • The "Business name" field has been added to the CRM > Campaigns > Campaign Details page under the Campaign Details section. Campaign users must now assign a business name to their campaigns. The name will be seen in the push notifications on their customers' mobile devices. This is ideal for users with multiple establishments that may fall under different names or locations. This is a required field.
  • The Notify Targeted Customers section has been added to the CRM > Campaigns > Campaign Details page. White Label and Revel Mobile web and app users have separate check boxes. Selecting either check box will send the configured campaign messaging to that respective customer base. This allows users to configure different campaigns / campaign messaging for the different customer bases. The message targeting is based on the location of the user's mobile device in proximity to the establishment running the promotion.
  • Campaign users can now configure custom messaging to send to their customers along their campaign promotions. They can do so using the Message Method section, which has been added to the CRM > Campaigns > Campaign Details page. Users can choose whether to send their campaign messaging to customers via mobile application push notifications, via email, or both. In the "Body Text" section users can configure their promotional messaging. Revel provides code tags that can be dragged and placed between text to help personalize / customize the message. These include "First name", "Last name", 'Discount name", "Business name", "Promotion link", and "Promotion end date". These tags will be match the specifics of their given information. For example, the "First name" tag will reflect the first name of the specific customer the message is being sent to. If the user is sending out their messaging via email, fields are available to configure an email subject line and any email footer text the user wishes to include. the Image below displays the Message Method section.

    Campaigns, Message Method Section

    campaigns_message_method.png

    The following table describes the functionality displayed on this page:

    Message Method Settings
    Setting Description
    Push Notifications (App only) Enables the configured message text to be sent to customers via push notifications on their mobile devices. This is only applicable to customers using either the White Label or Revel Mobile apps. Customers accepting push notifications on their mobile device will receive the message detailing the promotion for the campaign. All desktop and app users will still see a promotion icon when viewing a store product list / menu even if push notifications are not active.
    Email Notifications Enables the configured message text to be sent to customers via email. Customers accepting email notifications will receive the message detailing the promotion for the campaign. All desktop and app users will still see a promotion icon when viewing a store product list / menu even if email notifications are not active.
    Body Text This is the section where users can type the message they want their customers to receive. using the tags will automatically show personalize text in that area. For example, the "First name" tag will reflect the first name of the specific customer the message is being sent to.
    Email Subject Line The text that will be displayed in the email subject line.
    Email Footer Text Any footer text the user wish to provide in the email. The footer text will be smaller than the main body text of the email.
  • Users can now configure their campaigns to be sent out to customers at a specific time, using the Notification Schedule section, which has been added to CRM > Campaigns > Campaign Details page. In the "Schedule Send Date" fields, users can choose to either send their campaign out to customers immediately, or at a scheduled date and time. If the "Schedule Send Date" check box is selected, the "Send" field will appear. Clicking on that field will bring up a calendar and time selector tool for users to configure their desired date and time for campaign release.
  • Users can now only link one discount to a particular campaign.

Discounts

  • Discount codes will now expire across all establishments after initial use.
  • Discount codes are no longer case sensitive. For example, a discount code entered as SpringDeal, springdeal, or SPRINGDEAL will all be equally accepted.
  • Clients can now exclude products belonging to ADMIN classes, like gift cards or donations, from discount calculations, using the new “Exclude from discounts” setting on the Products > Classes page in the Management Console. If enabled, products belonging to the designated Product Class will not be included when calculating discounts.
  • Revel's clients can now set up discounts which require the customer to buy products from different groups (or classes) to earn the discount. For instance, if the customer buys a sandwich and a drink, they will get 50% off of a salad. The setting that defines such a discount is “Require a product from each qualifying class/group” on the Products > Discounts > Discount Details page. For this setting to be accessible, Qualification Subtype must be set to Class/Group. If enabled, the customer will need to purchase a product from each of the classes/groups to earn the discount. Otherwise, they may purchase products from any of the classes/groups. An example of the setting is shown in the figure below.

Add New Discounts

Discount_Multiple_Qualifying_Spots.png

Display

  • Revel has added a "Change Password" link in the upper right corner of the Management Console screen. Clicking the link will open up a pop-up window allowing the user to update their password.

New Change Password Link

Save_Password_BE.png

  • Tip-texts have been redesigned to be more readable. The Tip-Text background color is now a light shade of blue, causing the tip text to standout. Additionally, Revel now supports links nested inside tip-texts.
  • When uploading an image in the Management Console, users now have the option to select an aspect ratio (4:3, 3:4, 1:1, 16:9, 9:16, Free i.e. free-form) that is most conducive to their screen size, as shown in the image below. Additionally, users can also preview the output in the upper right corner.

Cropper Tool - Select Aspect Ratio

Cropper_Tool.png

  • The cropper tool has been enhanced to support transparency effects in PNG images.
  • The Management Console title bar and pop up elements (gradients) have been enhanced and will now appear consistent with certain elements in the REVELin App.

Employees

  • Revel now allows users to import employees into the system. Users can populate a Microsoft Excel spreadsheet with all relevant employee data and upload it onto the Management Console, using the "Import Employees" section on the Employees > Export / Import page. This section provides detailed information about how to structure a spreadsheet for import, listing all columns that need to be present on the spreadsheet for the import to be accepted.
  • On the Administrative Permissions page for a selected employee (at the establishment level), the “Update Access” check box is now auto selected when a permission set is chosen from in the “Administrator Permissions” drop down menu.
  • A “Cash Office” admin permission set has been added on the Employees > Administrator Permissions > +Add New Administrator Permission Set page in the Management Console. This permission set controls access to Cash Office reports, as shown in the figure below.

Cash Office Permission Set

Cash_Office_Permission_Set.png

EMS

  • The Commissions Report is now supported on the EMS, allowing users to see commission data from employees across all establishments. When viewed on the EMS, the report can be filtered to show data by employee (Empl. / Estab.) or by establishment (Estab. / Empl.). The report can exported to CSV / XLS format. An example of the EMS view for the report is shown in the image below.

    Commissions Report - EMS View

    ems_commissions_report.png

  • When editing product groups from the EMS, if the user chooses to push the included product list, Revel will outline the Product Tree in blue to make it clear that it will be updated.
  • For users with multiple establishments, the Establishment Tree now remembers the last establishment that was accessed by the user for that browser session, and will automatically select that establishment upon that user's next login.

Gift Cards

  • Users can now control whether customers may use gift cards when tipping. The “Support tipping with gift card payments” setting has been added on the Settings > Payments > Gift Cards page in the Management Console. If the setting is enabled, customers can add tips to gift card payments.

Import / Export

  • A "Rewards" check box has been added as a selectable criterion under the "Advanced" options for product exports. Selecting this option causes three columns to be added to the product export:
    • Point Value - Indicates how many item points a customer earns by purchasing the product.
    • Eligible for purchase rewards - Indicates if whether or not customers can accrue purchase reward points for this product. The column will contain a "Yes/No" on the export.
    • Purchase reward multiplier - Indicates the purchase reward multiplier for the product. Products with a multiple value of "1" accrue points normally when purchased. Products with a multiplier of "2" will earn the customer double points upon purchase.
  • Revel has updated the screen seen when a user tries to access import results from an email, but is not logged into the Management console. The screen now provides a link to log into the user's account.

    Import Results Screen

    ImportResults_screen.png

Inventory

  • To help business owners understand their actual vs theoretical inventory, Revel has added the following value columns to the Product Inventory Log report:
    • Inv. Value Before (Qty Before*Cost Before)
    • Inv. Value After (Qty After*Cost After)
    • Inv. Change Value (Inv. Value After-Inv. Value Before)
    • %Quantity Change =(Ending Inventory/Starting inventory)-1 (~theoretical vs actual quantity)
    • %Value Change = (Ending Inventory Cost*Ending Inventory Qty)/(Starting inventory cost*Starting Inventory Qty) -1 (~theoretical vs actual inventory value)

      The new columns are particularly significant when filtering the log by the "Adjust" action.

  • Purchase Orders/Transfer status/RMS (New, Sent, Partially Received, Fully Received, Finalized) and Invoice status (Uninvoiced, NA, Partially Invoiced, NA, Fully Invoiced) background colors have been enhanced to be more readable.
  • The "Enable Emailing Purchase Orders" setting has been added to the Settings > Inventory Settings page. When selected, a "Send PO" icon will appear in the Actions column on the main Purchase Order page, shown in the image below.

    Send Purchase Order Action Icon

    sned_po_action_icon.png

  • Clicking that icon will bring up the Email Purchase Order window, where the user can enter or change the email address of the vendor. After clicking send, the vendor will receive an email that reads "Attached, please find a detailed Purchase Order from Establishment Name" in the subject line.
  • Revel has added a "Sent" state to purchase orders. Prior to being sent, while POs are in the "New" state, items added to the PO can be deleted by clicking the "x" located on its left-hand. Once the PO has been marked as sent, that item can no longer be deleted; it can only be closed. A PO can be put into the "Sent" state by clicking the "Mark as Sent" button, by emailing it, or by receiving inventory.

    Mark as Sent

    mark_as_sent2.png

  • The “Created Date” field has been added to purchase orders. This field is editable up until the purchase order has been finalized. Also, the “Time Created” column on the purchase order list (Inventory > Purchase Orders) has been changed to “Date Created” and now displays only the date the purchase order was created.
  • Revel has added the following two columns to the Transfer page:
    • Sent Date (the date the transfer was sent)
    • Received Date (the date the transfer was received)
  • On the Inventory > Transfer page, the Import/Export option has been added to new outgoing transfers. From the Transfer List page, clicking the "New Transfer" will bring up a new outgoing transfer. The "Import/Export" option can be found on the right hand side of the page, above the "Quantity" column. Clicking the button will bring up the Import / Export window, shown in the image below.

    Product Transfer Import / Export

    import_export_transfers.png

    Once items have been added to the transfer, the export function will become available for use. By clicking the "Download Template" button, users can download a blank XLS template (includes column headers), which they can manually populate and import back into the system. Once a file has been imported, the user will receive a confirmation email.

  • "Ing. to Prod." and "Adjust Cost" check-box columns have been added to the Inventory > Transfers > Details > Sent page. Users will now have the ability to do the following:
    • Select whether the cost of a product in the target establishment will be affected by the cost of the product in the source establishment.
    • Use a recipe to decrement ingredients on the source establishment and transfer them into products on the destination establishment.
  • The "Primary Vendor" field has been added to both product and ingredient inventory exports.
  • The reorder table on the Reorder page can now be sorted by either clicking the triangle above the column header or by clicking the column header itself.
  • Revel has introduced the ability for users to preset custom reasons for inventory waste. The "Waste preset reasons" fields have been added to the Settings > Inventory Settings page to configure the functionality. Users can add as many reasons as desired. Once configured and enabled, the reason will appear in a drop down menu on the POS on the Inventory Management screens when entering product or ingredient waste.

    Waste Preset Reasons Fields - Inventory Settings

    waste_preset_reasons.png

  • The "Comps on the POS" functionality has been added to the Settings > Inventory Settings page. Enabling this option allows employees to mark items as comps on the POS. Comps are processed as "waste" in the system inventory. If the functionality is disabled, the "Comps" action button is not displayed on the POS. The functionality is enabled by default.

  • A "Comps" permission has been added to the Employees > Role Permissions page. This permission allows users to comp items on the POS, provided that the comp function is enabled.
  • Users now have the ability to import/export large (30k+) product inventory files.

Loyalty and Rewards

  • For clarity purposes, the “Current Points” name on rewards exports (top of the Gift, Rewards and Admin Cards settings page in Classic View) has been renamed to “Item Points”.

Ordering

  • Receiptless returns for store credit are now treated and processed in the same fashion as exchanges on the POS. On the Management Console the data from these returns is now appears differently on a number of reports. On the Product Mix Sales Summary, and Operations Reports, receiptless returns represented as part of exchanges in the Exchanges column. The columns are now marked with "*" indicating that the column "Includes Receiptless Returns for Store Credit".

Products

  • Users can now set price limits on their products. The "Minimum price" and " Maximum price" fields have been added to the Products > Product Details page under the Basic Product Details / Pricing options section. The values entered in these fields represent the lowest and highest price that can be set for the product.

    These new fields are fully permissioned. They are designed for enterprise users who wish to control the prices set on products at their local establishments. Permission sets can be created so that enterprise managers can control the new fields, with local managers being able to edit the price of a product, but not the maximum or minimum price restrictions of that product. Price limits are also enforced in Manage Item Mode on the POS.

  • A search bar has been added to the Products > Ingredients page to help users with large numbers of ingredients manage and navigate the page. The search bar is located at the top right hand side of the page.
  • The "Returnable" option has been added to the Products > Product Details page, under Advanced Product Details / Retail Settings. If enabled, the product selected can be returned. If the setting is disabled (unchecked), the product/item cannot be returned and a "This item cannot be returned" error message will be displayed on the POS. This option will impact reporting for returns, exchanges, and receiptless returns.
  • Using the search bar, users can search for a product using Alternative Lookup values. This enhancement is accessible anywhere a user can search for a product, including product inventory pages.

Receipts and Printing

  • Revel has added the ability to add two signature lines to a void (return) receipt, presumably for the merchant and customer. Along with that comes the functionality to add custom labels to those signature lines. To support the functionality, the "Include a signature line on the void receipt", "Include a signature line 2 on the void receipt", and the "Label for Void Signature Line1/2" settings are now configurable on the Settings > Receipts page.
  • A "Retrieve customer email from the cloud" option has been added to the Settings > Receipts page. If "Yes, and confirm email in iPad" is selected from the drop down menu, when a customer pays with a credit card the system will check if the customer's email is known, and pre fill it into the email receipt window. Additionally, an "Email Confirm" pop up message will be displayed allowing the user to "Skip", "Change Email", or "Send" a receipt.
  • Customers can now control which email domains appear as shortcuts for emailing receipts. A “Custom email domains” option has been added to the Settings > Receipts page in the Management Console. Users can now create preset email domains in conjunction with ones that customers use most often, for emailed receipts.
  • A new printer type, Custom-Q3xF, has been added on the Establishment > Peripherals > Printers page in the Management Console. This is an Italian fiscal printer.

Reports

  • The Action Log will now allow users to track changes (creation, edits, deletes) to the following employee aspects:
    • Employee details
    • Employee Roles/Wages
    • Employee connections to establishments
    • User details (name, password, email, permission set, authorized establishments)
    • Role Permissions
    • Admin permission sets
  • The act of employee import changes will now be logged in the Action Log Report.
  • Product changes on the Management Console are now reflected in the Action Log Report. Any changes that involve adding products, editing products in either quick mode, advanced mode, or in list view, product sync on EMS, and product import / export will be reflect in the report. The image below shows an example of a product change being logged / displayed on the report.

    Product Change in Action Log Report

    product_change_action_log.png

  • An "Export" option has been added to the Payouts/ Payins Report.
  • A discount "Type" column has been added to the "Item Discounts" and "Order Discounts" sub-report nested within the Discounts and Voids Report. The "A" references an automatic discount, while the "M" references a manual discount.
  • For the “Item Discounts” tab on the Discount and Voids/Returns Report, the export and print report function now includes SKUs and barcodes.
  • Revel has enhanced the status icons on the Cash Office Report so as to follow our current UI standards. The new icons are as follows:b
    • Blue Pencil - This is the only interactive icon. This indicates that action type (safe drop, bank deposit, safe count) needs to be confirmed on the report.
    • Red X - Indicates that the confirmed amount does not equal the deposit / drop amount.
    • Grey Checkmark - Indicates that the confirmed amount equals the deposit / drop amount.

      Updated Cash Office Report Icons

      cash_office_new_icons.png

  • The "Total Safe Drop Variance" and "Total Bank Deposit Variance" fields have been added to the Cash Office Report in order to show the total variance across all entries on the report for those two types. Also, in order to provide consistent terminology across our POS and Management Console, the "Safe Deposit" type has been renamed to "Safe Drop". The changes on the report have been highlighted in the image below.

    Updated Cash Office Report

  • The Operations Report can now be filtered by POS Station/Revenue Center and Department/Employee using the respective drop-down menus on the Reports > Operations report page.
  • Users can now export the Operations Report into PDF, CSV or Excel formats.
  • Users can now have the Operations Report emailed to them on a daily basis. Users must enter the email addresses that will receive the report into the email address field of the new "Operations Daily Report" setting on the Settings > Email Settings page, separated by a comma or semi-colon. The "Report Type" field allows the user to select how they want the report formatted. They can select PDF, CSV, or Excel formats.
  • All Revel reports now support AM/PM time formats.
  • The Catering Delivery Report can now be export in CSV/XLS format. Headers on the ungrouped report can now be clicked to arrange the report entries in ascending or descending order.
  • The Labor Report now uses the same method to calculate overtime and double time payments as the Schedules > Payroll page. Both pages now use the California definitions of overtime pay, which states that an employee must work 12 hours in a day (regular + overtime hours) or use the seventh day rule. The seventh day rules states= that if an employee works seven days straight, the seventh day immediately starts as overtime and moves into double time after eight hours.
  • In order to provide consistent terminology across our POS and Management Console, every instance of "Bank Drop" has been renamed to "Safe Drop". On the Reports > Till List page, the "Amt. in Bank Drop" option now reads "Amt. in Safe Drop". On the Reports > Operations Report page, the "Bank Drops" row in the Cash Summary section has been renamed to "Safe Drops. On the Reports > Action Log page, the "Amt. in Bank Drop" field listed in Till Actions has been renamed to "Amt. in Safe Drop".
  • The Table Reservations report will now allow users to view table reservations made for future dates. Using the date range drop-down menu in the upper right corner of the Table Reservations report, users can choose a custom date range.

    Future Date Range

    Custom_Date_Range.png

  • On the End of Day Action Log Report, the station name that ran the End of Day Wizard will be listed in the header for that run, as shown in the figure below.

    End of Day Report, Station Name

    end_of_day_report_station_.png
  • On the Gift Card Report, The Total Outstanding Gift Balance field has been added at the top of the report. The field displays the total outstanding liability on all gift cards.

    Total Outstanding Gift Balance, Gift Card Report

    total_outstanding_balance_gift_card_report.png
  • The “Include Non Cash Tips in Cash Due line” option has been added to the Settings > Reports page. If selected Revel will include non-cash tips when calculating the Cash Due Employee/House in the Sale Summary Report. This is the default.

Schedules / Payroll

  • To help clients document their labor compliance, a “Prevent employee clock-in before break end” option has been added to the Schedules > Time Sheet Rules page. If the client is using Employee Declares break length (instead of “Calculate Paid/Unpaid breaks by Rules”) they will need to input possible break lengths (in minutes) into the break length field. Consequently, when the employee clocks out on break, they will be asked how long the break shall be. They shall not be allowed to clock back in until the break length has elapsed.
  • Revel has added the functionality to export payroll JSON reporting data using API authentication. Users can now export payroll reporting data directly to payroll providers, using a valid third party API.

Settings

  • A "Suggest lowest sold price" functionality has been added to the Settings > Advanced Pos Settings > Receiptless Returns page. If the option is checked, the system will use the lowest price at which the returned item has been sold for the last designated # of days. If the option is NOT checked, the system will use the current item price as the return price.
  • The Settings > Online Ordering Settings page has been re-organized. The settings featured on the page have been grouped into the following sections: General, Appearance , Order Rules, Order Options, Delivery Options, and Tokenization Rules. The reorganization affects both Classic and Standard settings views.
  • Revel has made the following changes to the Settings > Online Ordering Settings page:
    • The "Favicon image" option has been moved from "General" to "Appearance".
    • The "Promo Message" setting has been removed from the page.
    • A "Keywords" setting has been added under "General". Keywords are entered by the user so that their customers can the store list in Revel applications using those terms.
    • The "Hide online app product images" setting has been renamed to "Hide desktop online product images".
  • On the Settings > Payments page, the "Track Bank Drop" option now reads "Track Safe Drop".
  • The “Enable price overrides” option on the Settings > Advanced Pos Settings page has been enhanced. Now, users can choose to support price overrides as one time only event, day long events, or permanent changes. Price overrides always require a manager password when performed on the POS.
  • The “Standard view” tree structure on the Settings page has been enhanced to include/exclude specific settings, or links to settings in the Classic view. Additionally the most common settings are pre-selected.

Taxes

  • Revel now supports Tax Quantity Thresholds via two new settings on the Taxes > Individual Taxes > Details page:
    • Min Quantity Threshold – This tax is only applied when an order contains a number of items from the associated tax group equal to or greater than the Min Quantity Threshold. For instance, if you buy six or more baked goods, the tax rate on those baked goods is 2%.
    • Max Quantity Threshold – This tax is only applied when an order contains fewer items from the associated tax group than the Max Quantity Threshold. For instance, if you buy fewer than six baked goods, the tax rate on those baked goods is 6%.
  • Users are now able to exempt certain customer groups from specific taxes. On the CRM > Customer Groups > Details page for that group, users select the "Tax Exempt" option and enter the Individual Tax from which the group is exempt in the "Tax Exempt Taxes" field. This enhancement could be used for First Nation People of Canada, who are exempt from province tax. Another application could be for veterans who are exempt from sales tax in certain states.
  • Users can now determine whether removing the tax from a tax included product should lower the price that the customer pays. The new setting, "Removing Tax Lowers Product Price On Tax Included Products" on the Settings > Advanced Settings page has been added to enable this functionality.
  • Users in Australia, where GST tax applies to all items, can now prevent totally prevent their employees from removing taxes from orders and items by disable the new “Permit remove tax on the POS” setting has been added on the Settings > Advanced Pos Settings page in the Management Console. For new deployments in Australia (configured using tax country), this setting will be disabled by default. If enabled, only then will the remove tax button become available on the POS. Use of this button is subject to the Remove Tax Permission.
  • A new details page has been added for individual taxes. Users can click on the edit icon next to an individual tax to access the page.

Tills

  • Users can now set a transaction limit for their tills. The "deny transaction amount" functionality has been added to the Payments > Tills > Till alert settings page. If this functionality is configured, and the transaction amount exceeds the configured limit, the POS will display an on-screen warning preventing the POS from making the sale.

Updated User Interface

  • The Products > Classes page has been updated to the EMS user interface style. Product Classes are now supported on the EMS and can be fully permissioned. The Products > Product Class > Details page for configured classes is now displayed in the settings tree structure. The new interface can be seen in the image below.

    Product Class Details, Tree View

    product_class_ems_ui.png

  • The Products > Service Fees page has been updated to the EMS user interface style. Service Fees are now supported on the EMS and can be fully permissioned. Service fees can now be pushed across establishments and can be linked. The Products > Service Fees > Details page for configured class is now displayed in the settings tree structure. The new interface can be seen in the image below.

    Service Fee Details, Tree View

    service_fees_ems_ui.png

  • The Products > Custom Menus page has been updated to the EMS user interface style. Custom Menus can now be managed from EMS and can now be locked. When pushing custom menus across establishments, the system will warn the user if new products are going to be created and give them the option to create those products or not. Additionally, full admin permissions have been added for custom menus. The Products > Custom Menus > Details page for configured class is now displayed in the settings tree structure. The new interface can be seen in the image below.

    Custom Menu Details, Tree View

    custom_menu_ems_ui.png

  • The Products > Modifier > Modifier Classes page has been updated to the EMS user interface style. Modifier classes are now supported on the EMS and can be fully permissioned. Classes can now be pushed across establishments and can be linked. The Products > Modifier Classes > Details page for configured class is now displayed in the settings tree structure. The new interface can be seen in the image below.

    Modifier Class Details, Tree View

    modifier_classes_ems_ui.png

  • Users can now create and manage modifier recipes. The Recipe setting has been added on the Modifiers > Modifier Details page in the Management Console, as shown in the figure below.

    Recipes, Modifiers Page

    Modifier_Recipes.png

  • The “Copy Modifier” window that appears when copying a modifier from one product to another has been enhanced for usability. Users are now given more information about how to copy modifiers, and how to select multiple modifier classes. All settings that will be copied are clearly outlined in a bolder shade of blue.

    Updated Copy Modifiers Window

    new_copy_modifiers_window.png


iPad POS Enhancements for Restaurants


Contents: iPad POS Enhancements for Restaurants

Customer Display Unit

  • If a product includes priced modifiers, the Customer Display System (CDS) will display the total of those modifiers in a new Add-ons line below the product price.

    Modifiers on the CDS

    Multiple_Modifiers_CDU.png

Delivery Management

  • Revel will now prevent users from selecting a past due date on Delivery or Catering orders. If users now select a past due date, an error message will be displayed, disallowing the user from doing so.
  • For Delivery Management users, the POS now defaults to displaying drivers that have been clocked in when the "Drivers" tab is tapped / selected. To see all drivers, tap the new "Show All Drivers" option, highlighted in the image below. Tapping this option will show all diver employees regardless of their clocked in status. If selected, the button changes to read "Show Clocked In Drivers Only".

    Show All Drivers - Delivery Console

    showAllDrivers.png

  • By toggling “See Delivery Zone” to on, users can now overlay a visual representation of their GeoJSON defined delivery zone onto the Delivery Console Map.

    Delivery Zone

    Delivery_Zones.png

  • A “Customer” column has been added to the Delivery Console display, which will display the name on the order. This new column is located in between the “Time Since Ordered” and “Address” columns.

Kitchen Display System (KDS)

  • The App Store KDS demo has been updated to reflect new KDS functionality.

    New KDS Demo Screen

    New_KD_Demo_Screen.png

  • On the Kitchen Display System (KDS), items sold as part of a combo will now be displayed with a special "C" character to distinguish them from non-combo items, as shown in Figure below.

    Combo Item on KDS - Regular View

    Combo_Items_KDS.png

Modifiers

  • To increase our users’ ability to control their ordering experience, an “Ignore defaults when prompting for modifiers” setting has been added to the Settings > Advanced Pos Settings page in the Management Console. If enabled, the user will be prompted to interact with every modifier class on the product regardless of whether defaults are set for that class or not.

Table Reservations

  • When users enable the "Add customer to CRM by default" functionality, they must now enter both a first and last name when adding a customer to the Waitlist or Reservation calendar.
  • An email field has been added to the Waitlist and Reservation Calendar screens when adding a new party, located in the "Party Details" section of the screen. A number of different scenarios can take place when adding an email address and phone number, depending on the setting configuration on the Management Console. Those scenarios are as follows:
    • If "Add customer to CRM by default" is enabled, "Enforce customer uniqueness" is enabled, and "Uniqueness By - Phone number " is set - If no phone number is added, an error message appears that reads "Phone number is required to save a customer record in the Revel system as configured. Please dismiss this window and enter the customer phone number, or press 'continue' to book the party without saving a customer record permanently". If "Continue" is tapped, the reservation is created and the customer is not added to the CRM. If a phone number is added, the reservation is created and the customer is added to the CRM.
    • If "Add customer to CRM by default" is enabled, "Enforce customer uniqueness" is enabled, and "Uniqueness By - Email " is set - If no email address is added, an error message appears. If "Continue" is pressed a reservation is created and the customer is not added to the CRM. If an email address is added a reservation is created and the customer is added to the CRM.
    • If "Add customer to CRM by default" is enabled, "Enforce customer uniqueness" is enabled, and "Uniqueness By - Ref. Code " is set - After creating a reservation, the pop up for the customer reference code appears. The customer along with the code is added to the CRM.
    • If "Add customer to CRM by default" is disabled, "Enforce customer uniqueness" is enabled, and "Uniqueness By - Phone / Email / Ref. Code " is set - The customer is not saved to the CRM and no fields are required (except a name) for creating the reservation.
    • If "Add customer to CRM by default" is enabled, "Enforce customer uniqueness" is disabled - The customer is added to CRM without requiring any fields for uniqueness.

Table Service

  • Users can now elect to prompt for guest count or not on to go and delivery orders using the “Prompt for guest count on all order types” on Table Service Settings.
  • For more clarity, Revel has enhanced the Table Status Key font/icons to appear larger/sharper so that they’re easier to distinguish, as shown in the figure below.

    Table Statuses

    Table_Status_Key.png

  • The “Print for table move/merge” option has been added to the Settings > Table Service Settings page of the Management Console. If enabled, The POS will print a docket indicating order numbers (and corresponding tables) and/or bar tabs that have been moved or merged to a different table or tab. There is a related setting: “Print for table move/merge docket only”. If enabled, moving/merging an order to a different table or tab will print a basic docket to the designated printer. If disabled, the docket will include a list of all items. This feature helps runners and other persons who may not have access to the POS keep track of moved tables.

Custom Menus

  • A "Restricted Products" setting has been added to the Products > Custom Menu details page in the Management Console. If checked items on that particular custom menu cannot be added to the order while the menu is in effect. This prevents the sale of certain products at certain times.

Customers

  • The customer address fields have been redesigned to support world wide addresses. They now include a field to enter a postal code and or province/region.
  • Customers are now searchable by their company name on the POS when searching in the "Customers" window.
  • Using the “Customer Info Available on POS” settings on the Settings > Customer Info page in the Management Console, users can now control which CRM fields can be displayed on the POS when creating/editing a customer, as shown in the image below.

Discounts

  • For the purpose of awarding volume discounts on weighted products, if an item is now sold by weight, the weight will be treated as quantity (rounded down to the nearest integer) when calculating amounts for volume discounts.
  • To remove certain products from discounts calculations, an “Exclude from discounts” setting has been added on the Products > Classes page in the Management Console for Admin product classes. If enabled, products belonging to the designated Product Class will not be included when calculating discounts. This is automatically true for the Donation Class. It may be activated for the Gift, Coupon, Shipping and Service Fee classes

Display

  • The Service Fee button (SC_icon%402x.png) will now be grayed-out (inactive) if the order does not include a product/item.
  • Revel has enhanced the POS interface to include a help mode. The help mode will be located near the upper right corner of the screen in the form of a question mark. Depending on the screen, if the icon is tapped, the POS will display a drop down box with the appropriate tip text, as shown in the figure below.

    Help Mode and Tip Text

    Tip_Text.png

  • Revel has improved the sign in page experience by removing the “Use Provision Pin” option from the window. The “Use Provisions Pin” is no longer supported. The user will now sign in using both their unique URL and their management console login credentials.

Employees

  • The “Declare Tips” role permission has been added on the Employees > Role Permissions page in the Management Console. Employees with this token (role permission) will be prompted to declare their tips on clock out. By default, this role permission will be set for all employees except the “Chef” roles.

End of Day

  • Revel has added the functionality to enforce the auto-logout of synced terminals during the End of Day process. The "Auto-logout and suspend synced terminals during End of Day Process" setting has been added to the Settings > Advanced Pos Settings page on the Management Console, under the End of Day section. Once the process has been initiated, a warning message will appear on any child (synced) POS terminals that reads "The End of Day process has been initiated. Please logout." This will appear in the flashing red bar at the bottom of the POS screen. The configured time on the Management Console will be shown as the "Time to auto-logout" in the message, and will have the configured time counting down. At the end of the countdown, auto-logout will occur. Any open orders will be held. Users will NOT be able to re-login to child POS stations until End of Day has been completed or exited.
  • On the main POS station, a new "Suspend Synced Terminals" step will be appear at the beginning of the End of Day process. The End of Day wizard will check to make sure all synced terminals have been logged out. If so, the step will be checked and the process will continue. If not, a message will be displayed indicating the stations that still have users logged in. Users can still continue with the End of Day process by tapping the "Next" button at the bottom of the screen as shown in the image below.

    Suspend Synced Terminals - End of Day

    suspend_synced_terminals_eod.png

  • To enhance the End of Day (EOD) Process, users can now print fiscal reports using the EOD Process wizard on the main terminal; when fully synced with several other child terminals, the EOD wizard will now allow all child terminals to print fiscal reports on their corresponding fiscal printers.
  • When running the End of Day Process, the user can now print a second fiscal report. The Fiscal report will include a new batch number and will reflect only those transactions run since the previous fiscal print.

Gift Cards, Loyalty, Rewards

  • Gift card payment refunds can now be transferred to a new gift card. A "Refund to new gift card?" option will now be displayed when performing gift card refunds. Tapping "Yes" will open the enter gift card payment window where the user can swipe or manually enter a new gift card to refund the amount to.
  • Verifone VX820 pin pad will now support the Revel Gift Cards.
  • Customer names have been added to the pop up window shown when displaying Punchh loyalty information.

    Customer Name, Punchh Loyalty Information

    punchh_loyalty_customer_name.png

  • If a Synergy gift card is purchased as a product and then voided/refunded, a prompt will now appear allowing the user to decrease the loaded amount. Tapping "Yes" will deduct the loaded amount from the gift card balance.
  • Reward points will now be deducted on items/transactions that generate reward points if that item/transaction is returned/voided.

Inventory

  • If the new "Comps on the POS" functionality has been disabled, the "Comps" action button will not be displayed in the Item Details window. If the functionality is enabled, the button will be accessible, but if the employee does not have the "Comps" role permission enabled, the POS will prompt for a manger pin.
  • Revel has enhanced the Revel Inventory application to include a link to current stock. When users search for an item by either the product/ingredient name, or a product/ingredient barcode, they will now see a "Current:" stock link, as shown in the figure below.

    Inventory - Current Stock Link

    Current_Stock_Inventory.png

Kiosk

  • The "X" button has been replaced with the "Back" button, and where appropriate, the "Close" button. The images below highlight both changes.

    Back Button - Kiosk

    back_button_kiosk.png

    Close Button - Kiosk

    close_button_kiosk.png

Ordering

  • Following a completed order, payment buttons will now return to the original six payment options by default.
  • The modifier option buttons (Side, Only, Lite) can now be relabeled using the "Editable modifiers options" setting on the Settings > Advanced Pos Settings page in the Management Console. Enabling the "Editable modifiers options" setting will allow users to enter three customizable modifier labels in the three (Side, Only, Lite) fields available below, which would then replace the three default modifier options on the POS menu. Editable modifiers options will be displayed only if the "Include modifier options: No, Side, Lite" option is enabled on the Settings > Advanced Pos Settings page in the Management Console.

    Editable Modifier Options

    Editable_modifier_options.png

    Edible Modifier Options on POS

    Editable_modifier_options_pos.png

  • Receiptless returns are now treated and processed in the same fashion as exchanges on the POS. The interface for the receiptless returns process has been also been enhanced. As highlighted in the image below, the "Cash" and "Store Credit " options are now on the initial "Receiptless Return" pop-up window seen by the user.

    Enhanced Receiptless Returns Window

    Receiptless_Returns.png

    After specifying a return type, the "Specify Reason for Return" window appears. This window has also been enhanced, and now features calculated Subtotal, Grand Total, and Discount fields.

    Specify Reason for Return Window

    receiptless_returns2.png

    Revel has also improved how returned items appear on the order, if they were done for store credit. They are now easier to identify and appear at the top of the order ticket, as shown in the image below.

    Returned Items on Order Ticket

    receiptless_returns3.png

  • Once an invoice is fully paid, The POS will now prompt the user to convert the invoice into an order. If the user has an invoice and takes payment such that payments equals sales, the POS will issue a prompt that reads "This invoice is fully paid. Convert it to an order?"
  • The “Enable price overrides” option on the Settings > Advanced Pos Settings page of the management console has been enhanced. Now, users can configure price overrides to be for one time only, for one day, or permanent. On the POS, when the “Price Override” option is tapped for an item, only the checked options will be appear in the “Override Price” window. Price overrides always require a manager password when performed on the POS.

Payment Processing

  • BrainTree payment processing now allows merchants to adjust tips for pre-paid online credit card orders.
  • Revel now supports the new MasterCard Bin Range 222100-272099.
  • In order to better manage offline payments, if a credit card is swiped in offline mode, the POS will now check to see if the customer attached to the order has a physical address; if the customer does not, the message “Offline order: Please input customer address.” Tapping "OK" takes the user to the customer details window of the attached customer; here, the user may edit an save the customer record. Or, if there is no customer attached to the order, the message "Offline order: Please attach a customer to order" will appear. If the user taps the “OK”, the Customer Management window will open. The user can then search out an existing customer or create a new one to attach to the order.
  • Users can now decide whether they want to allow customers to apply tips when using a gift card to make a payment. The “Support tipping with gift card payments” setting has been added on the Settings > Payments > Gift Cards page in the Management Console. If the setting is enabled, customers can add tips to gift card payments.
  • Revel has enhanced its integration with Verifone. The processor response will now include authentication codes for disputing charge-backs.

Products

  • To increase performance, Revel has implemented partial loading at the products view level for huge data (500k+ products). Users with menus that have over 500K products can now select a product from the products menu without lag/crash issues.
  • A "Price" label has been added to the Matrix Product window. The price will reflect the price of the product as identified by the product attribute, as shown in the figure below.

    Product Attribute Price Label

    Matrix_Products_Price_Label.png

  • The POS will now display all (multiple) products which match an alternative lookup value, in the following scenarios:
    • Order screen (scanning or typing)
    • Manage Item Mode (scanning or typing)
    • Inventory screen (scanning or typing)

Receipts and Printing

  • Tyro credit card payment receipt settings will now function like Revel's credit card receipt settings:
    • Credit card slips + 1 itemized receipt
    • Itemization on each Credit Card slip
    • Itemization only on customer copy
    • No itemization on any receipt
    • How many credit card receipts (either 1 or 2, which can be used to disable merchant copy)
  • Identical items, regardless of seat or course number, will now be grouped together on receipts.
  • Revel has added the ability to print itemized/credit card information exclusively on the "Customer Copy" receipt. By selecting "Itemization only on customer copy" from the "Credit card receipt options" drop-down menu on the Settings > Receipts page in the Management Console, itemized data will be printed on only the "Customer Copy", as shown in the image below.

    Itemized / Credit Card Receipt - Merchant Copy vs. Customer Copy

    Itemized_Credit_Card_Receipt.png

  • To accommodate our users in Italy, fiscal printers will now print guest checks.
  • To enhance work flow, kitchen printers and POS printers now operate in parallel rather than sequentially.
  • Call numbers will now be displayed on fiscal and non-fiscal receipts.
  • Revel now allows users to customize the email domains used when emailing receipts. The “Custom email domains” option has been added to the Settings > Receipts page in the Management Console. Users can now preset email domains that customers use most often for an emailed receipt.
  • The credit receipt that prints on the kiosk now includes more information about the payment, including the last four digits of the card number.

    Kiosk Receipt

    Kiosk_Receipt.png

    Printer Templates

    • Template tags have been added for Business Number, Description, Address, and Location (longitudinal, latitudinal) on the Establishment > Establishment page in the Management Console.
    • Users can now send Raster images to Epson Thermal printers to print on their receipts.
    • Receipts printed on Epson printers can now be formatted for underlined and double width font.

Tills

  • To avoid confusion, any use of the term “Bank drop” has now been renamed to “Safe drop” across the iPad POS interface. An example of the change is shown in the figure below.

    Till Management Window, Safe Drops

    Safe_Drop.png

    Safe_Drop_1.png

  • Revel has enhanced the “Tills - Cash Log” role permission to allow users to print the summary/log after the till has been checked out. If the role permission is disabled, the “Print Cash Log” option is not available on either the “Till Management - Set Till Amount” window nor the “Till Management - Checkout” window; however, the user may now print Cash Logs from the “Till Management - Checkout Summary” window by tapping “Print” and or “Print Log”.

iPad POS Enhancements for Retail Establishments


Contents: iPad POS Enhancements for Retail Establishments

Exchanges

  • Revel has added a separate “Exchanges” role permission. Users with this permission will be able to perform exchanges using the “Exchange Item(s)” icon, as shown in the figure below.

    Exchanges Action Icon

    Exchanges_Role_Permission.png

Price-Embedded Barcodes

  • Revel has refined the handling of price embedded. If the setting "Price Embedded" is disabled on the product in the Management Console, scanning the barcode will result in the item appearing on the order with the price that is configured in the Management Console. If the setting "Price Embedded" is enabled on the product in the Management Console, scanning the barcode will result in the item appearing on the order with the price from the price embedded barcode.

Retail

  • To better accommodate our users that use the shipping module, all items on an order will be preselected to be shipped by default, once the user taps the "Ship" icon.

Custom Menus

  • A "Restricted Products" setting has been added to the Products > Custom Menu details page in the Management Console. If checked items on that particular custom menu cannot be added to the order while the menu is in effect. This prevents the sale of certain products at certain times.

Customers

  • The customer address fields have been redesigned to support world wide addresses. They now include a field to enter a postal code and or province/region.
  • Customers are now searchable by their company name on the POS when searching in the "Customers" window.
  • Using the “Customer Info Available on POS” settings on the Settings > Customer Info page in the Management Console, users can now control which CRM fields can be displayed on the POS when creating/editing a customer, as shown in the image below.

Discounts

  • For the purpose of awarding volume discounts on weighted products, if an item is now sold by weight, the weight will be treated as quantity (rounded down to the nearest integer) when calculating amounts for volume discounts.
  • To remove certain products from discounts calculations, an “Exclude from discounts” setting has been added on the Products > Classes page in the Management Console for Admin product classes. If enabled, products belonging to the designated Product Class will not be included when calculating discounts. This is automatically true for the Donation Class. It may be activated for the Gift, Coupon, Shipping and Service Fee classes

Display

  • The Service Fee button (SC_icon%402x.png) will now be grayed-out (inactive) if the order does not include a product/item.
  • Revel has enhanced the POS interface to include a help mode. The help mode will be located near the upper right corner of the screen in the form of a question mark. Depending on the screen, if the icon is tapped, the POS will display a drop down box with the appropriate tip text, as shown in the figure below.

    Help Mode and Tip Text

    Tip_Text.png

  • Revel has improved the sign in page experience by removing the “Use Provision Pin” option from the window. The “Use Provisions Pin” is no longer supported. The user will now sign in using both their unique URL and their management console login credentials.

Employees

  • The “Declare Tips” role permission has been added on the Employees > Role Permissions page in the Management Console. Employees with this token (role permission) will be prompted to declare their tips on clock out. By default, this role permission will be set for all employees except the “Chef” roles.

End of Day

  • Revel has added the functionality to enforce the auto-logout of synced terminals during the End of Day process. The "Auto-logout and suspend synced terminals during End of Day Process" setting has been added to the Settings > Advanced Pos Settings page on the Management Console, under the End of Day section. Once the process has been initiated, a warning message will appear on any child (synced) POS terminals that reads "The End of Day process has been initiated. Please logout." This will appear in the flashing red bar at the bottom of the POS screen. The configured time on the Management Console will be shown as the "Time to auto-logout" in the message, and will have the configured time counting down. At the end of the countdown, auto-logout will occur. Any open orders will be held. Users will NOT be able to re-login to child POS stations until End of Day has been completed or exited.
  • On the main POS station, a new "Suspend Synced Terminals" step will be appear at the beginning of the End of Day process. The End of Day wizard will check to make sure all synced terminals have been logged out. If so, the step will be checked and the process will continue. If not, a message will be displayed indicating the stations that still have users logged in. Users can still continue with the End of Day process by tapping the "Next" button at the bottom of the screen as shown in the image below.

    Suspend Synced Terminals - End of Day

    suspend_synced_terminals_eod.png

  • To enhance the End of Day (EOD) Process, users can now print fiscal reports using the EOD Process wizard on the main terminal; when fully synced with several other child terminals, the EOD wizard will now allow all child terminals to print fiscal reports on their corresponding fiscal printers.
  • When running the End of Day Process, the user can now print a second fiscal report. The Fiscal report will include a new batch number and will reflect only those transactions run since the previous fiscal print.

Gift Cards, Loyalty, Rewards

  • Gift card payment refunds can now be transferred to a new gift card. A "Refund to new gift card?" option will now be displayed when performing gift card refunds. Tapping "Yes" will open the enter gift card payment window where the user can swipe or manually enter a new gift card to refund the amount to.
  • Verifone VX820 pin pad will now support the Revel Gift Cards.
  • Customer names have been added to the pop up window shown when displaying Punchh loyalty information.

    Customer Name, Punchh Loyalty Information

    punchh_loyalty_customer_name.png

  • If a Synergy gift card is purchased as a product and then voided/refunded, a prompt will now appear allowing the user to decrease the loaded amount. Tapping "Yes" will deduct the loaded amount from the gift card balance.
  • Reward points will now be deducted on items/transactions that generate reward points if that item/transaction is returned/voided.

Inventory

  • If the new "Comps on the POS" functionality has been disabled, the "Comps" action button will not be displayed in the Item Details window. If the functionality is enabled, the button will be accessible, but if the employee does not have the "Comps" role permission enabled, the POS will prompt for a manger pin.
  • Revel has enhanced the Revel Inventory application to include a link to current stock. When users search for an item by either the product/ingredient name, or a product/ingredient barcode, they will now see a "Current:" stock link, as shown in the figure below.

    Inventory - Current Stock Link

    Current_Stock_Inventory.png

Kiosk

  • The "X" button has been replaced with the "Back" button, and where appropriate, the "Close" button. The images below highlight both changes.

    Back Button - Kiosk

    back_button_kiosk.png

    Close Button - Kiosk

    close_button_kiosk.png

Ordering

  • Following a completed order, payment buttons will now return to the original six payment options by default.
  • The modifier option buttons (Side, Only, Lite) can now be relabeled using the "Editable modifiers options" setting on the Settings > Advanced Pos Settings page in the Management Console. Enabling the "Editable modifiers options" setting will allow users to enter three customizable modifier labels in the three (Side, Only, Lite) fields available below, which would then replace the three default modifier options on the POS menu. Editable modifiers options will be displayed only if the "Include modifier options: No, Side, Lite" option is enabled on the Settings > Advanced Pos Settings page in the Management Console.

    Editable Modifier Options

    Editable_modifier_options.png

    Edible Modifier Options on POS

    Editable_modifier_options_pos.png

  • Receiptless returns are now treated and processed in the same fashion as exchanges on the POS. The interface for the receiptless returns process has been also been enhanced. As highlighted in the image below, the "Cash" and "Store Credit " options are now on the initial "Receiptless Return" pop-up window seen by the user.

    Enhanced Receiptless Returns Window

    Receiptless_Returns.png

    After specifying a return type, the "Specify Reason for Return" window appears. This window has also been enhanced, and now features calculated Subtotal, Grand Total, and Discount fields.

    Specify Reason for Return Window

    receiptless_returns2.png

    Revel has also improved how returned items appear on the order, if they were done for store credit. They are now easier to identify and appear at the top of the order ticket, as shown in the image below.

    Returned Items on Order Ticket

    receiptless_returns3.png

  • Once an invoice is fully paid, The POS will now prompt the user to convert the invoice into an order. If the user has an invoice and takes payment such that payments equals sales, the POS will issue a prompt that reads "This invoice is fully paid. Convert it to an order?"
  • The “Enable price overrides” option on the Settings > Advanced Pos Settings page of the management console has been enhanced. Now, users can configure price overrides to be for one time only, for one day, or permanent. On the POS, when the “Price Override” option is tapped for an item, only the checked options will be appear in the “Override Price” window. Price overrides always require a manager password when performed on the POS.

Payment Processing

  • BrainTree payment processing now allows merchants to adjust tips for pre-paid online credit card orders.
  • Revel now supports the new MasterCard Bin Range 222100-272099.
  • In order to better manage offline payments, if a credit card is swiped in offline mode, the POS will now check to see if the customer attached to the order has a physical address; if the customer does not, the message “Offline order: Please input customer address.” Tapping "OK" takes the user to the customer details window of the attached customer; here, the user may edit an save the customer record. Or, if there is no customer attached to the order, the message "Offline order: Please attach a customer to order" will appear. If the user taps the “OK”, the Customer Management window will open. The user can then search out an existing customer or create a new one to attach to the order.
  • Users can now decide whether they want to allow customers to apply tips when using a gift card to make a payment. The “Support tipping with gift card payments” setting has been added on the Settings > Payments > Gift Cards page in the Management Console. If the setting is enabled, customers can add tips to gift card payments.
  • Revel has enhanced its integration with Verifone. The processor response will now include authentication codes for disputing charge-backs.

Products

  • To increase performance, Revel has implemented partial loading at the products view level for huge data (500k+ products). Users with menus that have over 500K products can now select a product from the products menu without lag/crash issues.
  • A "Price" label has been added to the Matrix Product window. The price will reflect the price of the product as identified by the product attribute, as shown in the figure below.

    Product Attribute Price Label

    Matrix_Products_Price_Label.png

  • The POS will now display all (multiple) products which match an alternative lookup value, in the following scenarios:
    • Order screen (scanning or typing)
    • Manage Item Mode (scanning or typing)
    • Inventory screen (scanning or typing)

Receipts and Printing

  • Tyro credit card payment receipt settings will now function like Revel's credit card receipt settings:
    • Credit card slips + 1 itemized receipt
    • Itemization on each Credit Card slip
    • Itemization only on customer copy
    • No itemization on any receipt
    • How many credit card receipts (either 1 or 2, which can be used to disable merchant copy)
  • Identical items, regardless of seat or course number, will now be grouped together on receipts.
  • Revel has added the ability to print itemized/credit card information exclusively on the "Customer Copy" receipt. By selecting "Itemization only on customer copy" from the "Credit card receipt options" drop-down menu on the Settings > Receipts page in the Management Console, itemized data will be printed on only the "Customer Copy", as shown in the image below.

    Itemized / Credit Card Receipt - Merchant Copy vs. Customer Copy

    Itemized_Credit_Card_Receipt.png

  • To accommodate our users in Italy, fiscal printers will now print guest checks.
  • To enhance work flow, kitchen printers and POS printers now operate in parallel rather than sequentially.
  • Call numbers will now be displayed on fiscal and non-fiscal receipts.
  • Revel now allows users to customize the email domains used when emailing receipts. The “Custom email domains” option has been added to the Settings > Receipts page in the Management Console. Users can now preset email domains that customers use most often for an emailed receipt.
  • The credit receipt that prints on the kiosk now includes more information about the payment, including the last four digits of the card number.

    Kiosk Receipt

    Kiosk_Receipt.png

    Printer Templates

    • Template tags have been added for Business Number, Description, Address, and Location (longitudinal, latitudinal) on the Establishment > Establishment page in the Management Console.
    • Users can now send Raster images to Epson Thermal printers to print on their receipts.
    • Receipts printed on Epson printers can now be formatted for underlined and double width font.

Tills

  • To avoid confusion, any use of the term “Bank drop” has now been renamed to “Safe drop” across the iPad POS interface. An example of the change is shown in the figure below.

    Till Management Window, Safe Drops

    Safe_Drop.png

    Safe_Drop_1.png

  • Revel has enhanced the “Tills - Cash Log” role permission to allow users to print the summary/log after the till has been checked out. If the role permission is disabled, the “Print Cash Log” option is not available on either the “Till Management - Set Till Amount” window nor the “Till Management - Checkout” window; however, the user may now print Cash Logs from the “Till Management - Checkout Summary” window by tapping “Print” and or “Print Log”.

Enhancements for Online Ordering Establishments


  • The desktop and mobile web order interface for Restaurant/QSR establishments has been redesigned and is now available in the 2.19 release. Using the "Page Layout Style" drop down list on the Settings > Online Ordering Settings page in the Management Console, users may modify the look and feel of their online ordering site to better match their brand. Users may select from one of two available page layout styles, "Standard Restaurant/QuickService". Once configured, the changes can be seen on the web ordering interface, as shown in the sample pages below.

    Sample Standard Restaurant/QuickService Layout

    Restaurant%3AQSR_Redesign.png

  • Revel has redesigned the receipt template for the White Label and Revel's ordering apps. Receipts emailed to customers will now appear like the sample receipt shown below.

    Sample Email Receipt Template

    Receipt_Email_Template.png

  • Online ordering establishments that enable the "Close held orders automatically" functionality have expressed issues with web orders that are scheduled for pickup/delivery on future dates as these orders are much harder to search for and locate on the POS. To address these issues, Revel now features the ability to "Override auto-close trigger" on the Settings > Online Ordering Settings page, under the Order Rules section. Enabling this functionality will override the auto-close trigger for online orders scheduled for future dates. It will be assumed that the current business day for online orders will end at the time of the auto-close trigger. Orders that are schedule for pickup/delivery dates in the future will remain open while orders for the current business day will be closed (assuming there is a 0.00 balance).
  • Revel now supports Facebook login access across all mobile platforms. Instead of forcing the user to provide a login and password, users can now request access through a Facebook token. Once the information has been passed over to a secure identity server, the server will then validate the token and receive the profile data (first name, last name, email). If needed, the user will then create or update their profile. Once done, they will be returned to the online ordering client's screen.
  • The Revel ordering applications will now automatically select the first available pick up date for orders.
  • White Label and Revel ordering apps will now allow the users to resend an activation email.
  • All captcha views have been changed to Google Recaptcha. "It uses advanced risk analysis techniques to tell humans and bots apart."
  • Revel has implemented a category menu that allows users of the mobile apps (except the desktop web version) to quickly jump to menus' categories. When configuring this in the management console, these “categories” correspond to subcategories in the menus.

    Ordering Application Subcategory List

    Subcategory_List_On_REVELin.png

  • Revel's Android ordering app has been enhanced to have better alignment for mobile ordering icons and elements, including better spacing of "Delivery Enabled", "Online Ordering Enabled" & distance flourish elements.
  • A "Terms of Use" pop-up screen is now presented whenever a new user registers on any online platform (Revel ordering and White Label Apps, web, and mobile web). Additionally, the "I accept the Terms of Use" check box has been added to the Sign Up screen where a new user enters their information when registering. Users must read the Terms of Use and click this check box before being granted access. Users can also access the Terms of Use at the bottom of the More menu screen.
  • During account creation, alphanumeric zip codes are now supported for Canadian users.
  • Campaigns are now supported on the desktop ordering interface.
  • Revel has reorganized the Settings > Online Ordering Settings page in the Management Console and some additional customizable settings have been added.
  • The "Participating Locations Promotion Details" sections and functionality has been added to the Campaigns > Details page. Users can enter promotional descriptions in the "Description Text" field. For example: "Smoothie Fun is having an amazing offer! All smoothies medium or large are 20 % off at these participating locations! Offer expires 9/1/16." Text can be a maximum of 140 characters. This text will appear on the Participating Locations screens on the Revel Mobile Applications and Web Ordering interfaces.
  • An “Online Order Expo Print” functionality has been added to the Settings > Online Ordering Settings > Order Options page in the Management Console. If enabled, users can enter printer(s) that they wish to use to print an expo print. The user can type in the printer(s) using the auto-fill function, adding the name of designated printer(s).
  • On both the Revel ordering and White Label Apps, users can now "Log In with Email". If this new option is tapped, the user will be brought to a separate page showing the Email & Password input fields along with the "Forgot Password" button. The user will be able to return to the previous screen by tapping the "Back" button on this new "Log In with Email" input screen. Also, Revel has removed the blue header at the top which said "Welcome". Revel has restyled the gradient background and the text color is now pure white. Also, Revel has added a tag line for the user to get a preview of the value they will be seeing in the app. The styling & label for the "Log In" button has been changed to "Log In with Email", and the white fill of the button is now 100% translucent.
  • On the Revel ordering and White Label Apps, "My Promotions" has been renamed to "Promotions". Also, Revel has changed the swiping behavior for marking promotions as "Read / Unread"; swiping any promotion info row to the right will Mark as Read / Unread, repeatedly. Then, any "Read" items will have the light gray BG color appear. Any "Unread" items will have the normal white BG color.
  • After creating Campaign sets in the Management Console, the "Specify Location" filter will now be displayed, and the ''Expires After" filter will now contain a calendar on the Revel ordering and White Label Apps.
  • Users can now apply an alternative name to discounts that will be displayed in online ordering applications. To configure this name, the "Display name for online ordering applications" field has been added to the Discounts > Details page. Users can enter the name for the discount that will be displayed to their customers who are conducting online orders.
  • Combos (Group and Upcharge) are now supported for online orders on mobile apps (For standard web browser web orders, the combos section has been re-skinned). For a Group Combo, clicking on a designated group combo (will appear as a base product on the menu), ex. "Business Lunch", will open the "Customize" window, allowing the user to add min/max mandatory combo items and min/max mandatory modifiers, as shown in the Group Combo image. For an Upcharge Combo, clicking on a designated upcharge combo (will appear as a standard product on the menu), ex. "Combo Upcharge", will open the "Customize" window, allowing the user to add min/max mandatory combo items and or min/max mandatory modifiers. Additionally, users can opt out of the upcharge combo by clicking "I don't want a combo", as shown in the Upcharge Combo image.

    Group Combo

    Group_Combo.png

    Upcharge Combo

    Upcharge_Combo.png

  • On the Revel ordering and White Label Apps, profile addresses can now be edited/removed on the "Edit Profile" screen. Each fully filled address can be used for delivery/shipping/catering on a checkout screens.
  • White Label Apps will now allow users to manage Reward Cards in "Profile > Payment methods" screen.
  • For Campaigns, a "Promotions" tab has been added to the menu, which will display the number of new (unread) promotions available to the user, as shown in the figure below. Tapping/clicking the "Promotions" tab will open a list of promotions, sorted by proximity to the user. Tapping/clicking the filter button will allow the user to filter promotions by criteria. Tapping/clicking the magnifying glass will allow the user to search for promotions using keyword(s). Tapping/clicking the "Participating Locations" link will open a list of establishments offering the promotion, sorted by distance (proximity) closest to the user.

    Promotions Tab

    Promotions_Tab.png

  • Tip adjustments on pre-paid credit card transactions are now supported using the Brain Tree payment processor.
  • Revel ordering and White Label Apps will allow the users to resend an activation email.
  • In special cases where White Label users have only one establishment, the application's user interface (UI) has been modified. Now, when logging into the application, the user is taken directly to the menu page. Also, the "Back" button is replaced with the "More" menu icon. "List", "Map", and "Filter" buttons have been hidden and are not accessible by the user.
  • Password constraints have been added for new users registering on online ordering establishments. Passwords now must be a minimum of eight characters and contain one number.
  • The "Show / Hide" button has been added to the "Change Password > Enter New Password" field on the Edit Profile page for weborder profiles. The buttons allow users to display or hide their new passwords that are entered when performing a password change.
  • Based on the users Management Console configuration, specifically the "Credit Card Types" option on the Settings > Online Ordering Settings page, accepted credit card logos now appear on the "Pay" screen of the Revel ordering app. They appear below the payment type buttons only when "Credit Card" has been selected as the payment type, as shown in the image below.

    Custom Credit Card Logos

    credit_card_logos_online_ordering.png

  • The Revel ordering and White Label Apps will now hide the "Contact" and "Website" fields if establishments have not configured those fields.
  • On all weborder and mobile platforms, The "Other Options" selections in the "Filter" menu now show the icons associate with them.

    Other Options, Filter Menu

    online_ordering_other_options_icons.png

  • For online ordering establishments, the order confirmation screen has been enhanced. The user can now only navigate out of the screen by clicking the "Return to Menu" button. The "Your Order" section now contains the order items and their totals.
  • For online ordering establishments, users can now change the quantity of ordered items in the "Your Order" section of the page.
  • The "Redeem Your Reward!" section of the "Order Confirmation" screen now shows the user how may reward parts are being redeemed when they have selected a reward.
  • The "Vintage" and "Default" color schemes have been applied to web order mobile views.
  • The desktop and mobile web order interface has been redesigned and will me made available in the 2.19 release. The changes will include the following and more:
    • Redesigned order placement confirmation screen
    • Redesigned rewards information on the order payment confirmation screen
    • Redesigned map screen to display delivery area specified by geojson
  • A “Keyword” option has been added on the Settings > Online Ordering Settings page in the Management Console. This new setting allows users to create a list of keywords in the “Keywords” field, separated by commas, that customers can use to find specific items via the store list on the Revel ordering app.
  • On the White Label and Revel ordering apps, any modification of the product will result in the price reflecting the change. For example, when adding an item to their cart that is $5.00, if the user increases that items quantity to two, then the price will be displayed as $10.00 instead of the individual item price.
  • Holiday timetable rules now apply to the White Label and Revel ordering apps.
  • The error message seen when trying to login with an inactive account has been updated. The new message reads "This account has not yet been activated. Please check your email for the activation link".
  • For web orders users can now select “My Address” to use as the delivery address on the Checkout screen. If the user has logged in and has a fully filled address in their profile, this address is presented in the drop-down list on checkout screen for delivery/catering/shipping dining options. Also there is an "Enter New Address" option. If the user has not fully filled in their profile address, it will not be listed in drop-down list, but existing address fields will be populated automatically on the checkout screen.
  • For web orders, the checkout screen has been enhanced for users that are logged in. After selected “Checkout” from their cart, the user is redirected to the Checkout screen, which now includes the Order Summary, Order Type, And Arrival Time boxes (if applicable). Logged in users will no longer need to enter their information of the “Checkout” screen.
  • Settings for tokenization have been added to the Settings > Online Ordering Settings page of the Management Console. Tokenized credit card information saved at an establishment can now be shared and used at other establishments with an instance/URL or with establishments from different instances/URLs. Tokenized credit card information saved at other establishments, both from the same or from different instances/URLs can also be shared and used at the user’s establishment. These settings are staff only so users will need to contact Revel for configuration.
  • The user profile pages for web order establishments have been updated. The “Choose Country” and “Choose State” fields have been added when entering an address. The “Sign Up” link has been renamed to “Register”. Users can now hit enter after entering their password to login and do not have to hit the “Sign In” button. Support has been added for multiple addresses per user profile. The “Account Password” section of the page has been changed to read “Change Password”. An example of the new user profile screen can be seen below in the figure below.

    Online Orders, User Profile

    edit_profile_web_order.png

  • By manipulating “Auto-capture credit card transactions” on the Settings > Online Ordering Settings page, users with USAepay or Mercury can now to adjust tips for pre-paid credit card online orders. Be default, this setting is true, sending credit card transactions to the processor and immediately capturing them, which prevents future editing. Businesses that wish to adjust gratuities should contact customer support and have the setting disabled. This change will leave online credit cards payments captured, so they can be adjusted in both the batch process screen and the payment screen (individual orders).
  • On the White Label and Revel ordering apps, the “Other Filters” section on the Filters screen has been enhanced so that the options are easier to activate.
  • Revel has added a search by keyword feature on the White Label and Revel ordering apps. In addition to searching by “name of the location filtering”, users can now search by keywords using the search bar at the top of the screen.
  • The Revel ordering and White Label apps will now return to the items menu after an item is removed from the cart.
  • Revel has updated the ‘is_primary’ property of tokens after each payment. The ‘is_primary’ property changes and the last used token will now be the ‘is_primary’ property.
  • For online orders, The “Default Card” option on the Payment Methods screen has been enhanced and is now more intuitive for the user. The new placement of the option can be seen in the figure below.

    Updated Default Card Option

    web_order_default_credit_card.png

  • To better serve our users who support online ordering, Gift Card management has now been added to the “Payment Methods” page on the right hand side of the screen. Customers can now use a Gift Card to pay directly online.

    Gift Card Info, Payment Methods Screen

    Gift_Card_Management.png

  • From a usability standpoint, Revel has enhanced the helper text in the search field in the Revel ordering and White Label Apps. The helper text in the search field will now say “What are you looking for?”.
  • To enhance usability, Revel has modified the content contained within the “New User? Register | Log In” drop down link. The “New User? Register” button has been renamed to “Register”.
  • Revel has added a barcode and SKU field for modifiers. Users can now reference modifiers across multiple establishments.
  • Revel has added a pagination option for menus exceeding a certain amount on a web ordering menu.

E-Commerce Enhancements


  • The desktop and mobile web order interface for Retail establishments has been redesigned and is now available in the 2.19 release. Using the "Page Layout Style" drop down list on the Settings > Online Ordering Settings page in the Management Console, users may modify the look and feel of their online ordering site to better match their brand. Users may select from one of two available page layout styles, "Standard Retail". Once configured, the changes can be seen on the web ordering interface, as shown in the sample pages below.

    Sample Standard Retail Layout

    Retail_Redesign.png

  • Revel now supports Facebook login access across all mobile platforms. Instead of forcing the user to provide a login and password, users can now request access through a Facebook authorization. If needed, the user will then create or update their profile. Once done, they will be returned to the e-commerce establishment's screen.
  • White Label and Revel ordering apps will now allow users to resend an activation email.
  • All captcha views have been changed to Google Recaptcha. "It uses advanced risk analysis techniques to tell humans and bots apart."
  • Revel has implemented a category menu that allows users of the mobile apps (except the desktop web version) to quickly jump to product lists' categories. When configuring this in the management console, these “categories” correspond to subcategories in the product list.

    Ordering Application Subcategory List

    Subcategory_List_On_REVELin.png

  • On the Revel ordering and White Label Apps, Revel will now auto-deselect a selected product attribute if a user switches from one product attribute set to another and selects a product attribute from the different set.
  • Revel's Android ordering app has been enhanced to have better alignment for mobile ordering icons and elements, including better spacing of "Delivery Enabled", "Online Ordering Enabled" & distance flourish elements.
  • A "Terms of Use" pop-up screen is now presented whenever a new user registers on any online platform (Revel ordering and White Label Apps, web, and mobile web). Additionally, the "I accept the Terms of Use" check box has been added to the Sign Up screen where a new user enters their information when registering. Users must read the Terms of Use and click this check box before being granted access. Users can also access the Terms of Use at the bottom of the More menu screen.
  • During account creation, alphanumeric zip codes are now supported for Canadian users.
  • Campaigns are now supported on the desktop ordering interface.
  • Revel has reorganized the Settings > Online Ordering Settings page in the Management Console and some additional customizable settings have been added.
  • The "Participating Locations Promotion Details" sections and functionality has been added to the Campaigns > Details page. Users can enter promotional descriptions in the "Description Text" field. For example: "Smoothie Fun is having an amazing offer! All smoothies medium or large are 20 % off at these participating locations! Offer expires 9/1/16." Text can be a maximum of 140 characters. This text will appear on the Participating Locations screens on the Revel Mobile Applications and Web Ordering interfaces.
  • An “Online Order Expo Print” functionality has been added to the Settings > Online Ordering Settings > Order Options page in the Management Console. If enabled, users can enter printer(s) that they wish to use to print an expo print. The user can type in the printer(s) using the auto-fill function, adding the name of designated printer(s).
  • On both the Revel ordering and White Label Apps, users can now "Log In with Email". If this new option is tapped, the user will be brought to a separate page showing the Email & Password input fields along with the "Forgot Password" button. The user will be able to return to the previous screen by tapping the "Back" button on this new "Log In with Email" input screen. Also, Revel has removed the blue header at the top which said "Welcome". Revel has restyled the gradient background and the text color is now pure white. Also, Revel has added a tag line for the user to get a preview of the value they will be seeing in the app. The styling & label for the "Log In" button has been changed to "Log In with Email", and the white fill of the button is now 100% translucent.
  • On the Revel ordering and White Label Apps, "My Promotions" has been renamed to "Promotions". Also, Revel has changed the swiping behavior for marking promotions as "Read / Unread"; swiping any promotion info row from left to right will Mark as Read / Unread, repeatedly. Then, any "Read" items will have the light gray BG color appear. Any "Unread" items will have the normal white BG color.
  • After creating Campaign sets in the Management Console, the "Specify Location" filter will now be displayed, and the ''Expires After" filter will now contain a calendar on the Revel ordering and White Label Apps.
  • Users can now apply an alternative name to discounts that will be displayed in online ordering applications. To configure this name, the "Display name for online ordering applications" field has been added to the Discounts > Details page. Users can enter the name for the discount that will be displayed to their customers who are conducting online orders.
  • On the Revel ordering and White Label Apps, profile addresses can now be edited/removed on the "Edit Profile" screen. Each fully filled address can be used for delivery/shipping/catering on a checkout screens.
  • White Label Apps will now allow users to manage Reward Cards in "Profile > Payment methods" screen.
  • For Campaigns, a "Promotions" tab has been added to the menu, which will display the number of new (unread) promotions available to the user, as shown in the figure below. Tapping/clicking the "Promotions" tab will open a list of promotions, sorted by proximity to the user. Tapping/clicking the filter button will allow the user to filter promotions by criteria. Tapping/clicking the magnifying glass will allow the user to search for promotions using keyword(s). Tapping/clicking the "Participating Locations" link will open a list of establishments offering the promotion, sorted by distance (proximity) closest to the user.

    Promotions Tab

    Promotions_Tab.png

  • Revel ordering and White Label Apps will allow the users to resend an activation email.
  • In special cases where White Label users have only one establishment, the application's user interface (UI) has been modified. Now, when logging into the application, the user is taken directly to the product list. Also, the "Back" button is replaced with the "More" menu icon. "List", "Map", and "Filter" buttons have been hidden and are not accessible by the user.
  • Password constraints have been added for new users registering on e-commerce establishments. Passwords now must be a minimum of eight characters and contain one number.
  • The "Show / Hide" button has been added to the "Change Password > Enter New Password" field on the Edit Profile page for weborder profiles. The buttons allow users to display or hide their new passwords that are entered when performing a password change.
  • Based on the users Management Console configuration, specifically the "Credit Card Types" option on the Settings > Online Ordering Settings page, accepted credit card logos now appear on the "Pay" screen of the Revel ordering app. They appear below the payment type buttons only when "Credit Card" has been selected as the payment type, as shown in the image below.

    Custom Credit Card Logos

    credit_card_logos_online_ordering.png

  • The Revel ordering and White Label Apps will now hide the "Contact" and "Website" fields if establishments have not configured those fields.
  • On all weborder and mobile platforms, The "Other Options" selections in the "Filter" menu now show the icons associate with them.

    Other Options, Filter Menu

    online_ordering_other_options_icons.png

  • For e-commerce establishments, the order confirmation screen has been enhanced. The user can now only navigate out of the screen by clicking the "Return to Menu" button. The "Your Order" section now contains the order items and their totals.
  • For e-commerce establishments, users can now change the quantity of ordered items in the "Your Order" section of the page.
  • The "Redeem Your Reward!" section of the "Order Confirmation" screen now shows the user how may reward parts are being redeemed when they have selected a reward.
  • The "Vintage" and "Default" color schemes have been applied to web order mobile views.
  • For e-commerce establishments, if the "Order and item print option" is enabled on the Settings > Retail Service Settings page, then the "Other" dining option will now appear on mobile platforms and views.
  • The desktop and mobile web order interface has been redesigned and will me made available in the 2.19 release. The changes will include the following and more:
  • A “Keyword” option has been added on the Settings > Online Ordering Settings page in the Management Console. This new setting allows users to create a list of keywords in the “Keywords” field, separated by commas, that customers can use to find specific items via the store list on the Revel ordering app.
  • On the White Label and Revel ordering apps, any modification of the product will result in the price reflecting the change. For example, when adding an item to their cart that is $5.00, if the user increases that items quantity to two, then the price will be displayed as $10.00 instead of the individual item price.
  • Holiday timetable rules now apply to the White Label and Revel ordering apps.
  • The error message seen when trying to login with an inactive account has been updated. The new message reads "This account has not yet been activated. Please check your email for the activation link".
  • For e-commerce orders, users can now select “My Address” to use as the delivery address on the Checkout screen. If the user has logged in and has a fully filled address in their profile, this address is presented in the drop-down list on checkout screen for delivery/catering/shipping dining options. Also there is an "Enter New Address" option. If the user has not fully filled in their profile address, it will not be listed in drop-down list, but existing address fields will be populated automatically on the checkout screen.
  • For e-commerce orders, the checkout screen has been enhanced for users that are logged in. After selected “Checkout” from their cart, the user is redirected to the Checkout screen, which now includes the Order Summary, Order Type, And Arrival Time boxes (if applicable). Logged in users will no longer need to enter their information of the “Checkout” screen.
  • Settings for tokenization have been added to the Settings > Online Ordering Settings page of the Management Console. Tokenized credit card information saved at an establishment can now be shared and used at other establishments with an instance/URL or with establishments from different instances/URLs. Tokenized credit card information saved at other establishments, both from the same or from different instances/URLs can also be shared and used at the user’s establishment. These settings are staff only so users will need to contact Revel for configuration.
  • The user profile pages for web order establishments have been updated. The “Choose Country” and “Choose State” fields have been added when entering an address. The “Sign Up” link has been renamed to “Register”. Users can now hit enter after entering their password to login and do not have to hit the “Sign In” button. Support has been added for multiple addresses per user profile. The “Account Password” section of the page has been changed to read “Change Password”. An example of the new user profile screen can be seen below in the figure below.

    Online Orders, User Profile

    edit_profile_web_order.png

  • On the White Label and Revel ordering apps, the “Other Filters” section on the Filters screen has been enhanced so that the options are easier to activate.
  • Revel has added a search by keyword feature on the White Label and Revel ordering apps. In addition to searching by “name of the location filtering”, users can now search by keywords using the search bar at the top of the screen.
  • The Revel ordering and White Label apps will now return to the product list after a product is removed from the cart.
  • Revel has updated the ‘is_primary’ property of tokens after each payment. The ‘is_primary’ property changes and the last used token will now be the ‘is_primary’ property.
  • For e-commerce sales, The “Default Card” option on the Payment Methods screen has been enhanced and is now more intuitive for the user. The new placement of the option can be seen in the figure below.

    Updated Default Card Option

    web_order_default_credit_card.png

  • To better serve our users who support e-commerce sales, Gift Card management has now been added to the “Payment Methods” page on the right hand side of the screen. Customers can now use a Gift Card to pay directly online.

    Gift Card Info, Payment Methods Screen

    Gift_Card_Management.png

  • From a usability standpoint, Revel has enhanced the helper text in the search field in the Revel ordering and White Label Apps. The helper text in the search field will now say “What are you looking for?”.
  • To enhance usability, Revel has modified the content contained within the “New User? Register | Log In” drop down link. The “New User? Register” button has been renamed to “Register”.
  • Revel has added a pagination option for product lists exceeding the limit for the page.

Management Console Fixed Issues


  • Corrected misspelling of "exact" in schema definition filtering.
  • Fixed issue with time slots in online menus inconsistently changing across establishments in the EMS.
  • Fixed issue with the final grand total including discounts not calculating properly on the Product Mix Report.
  • Fixed extensive load time issue with products and product groups.
  • Fixed "KeyError: 'node_id'" issue.
  • Fixed "TypeError: filter_by_credit_card_info() got an unexpected keyword argument 'last_4_digits'" issue.
  • Fixed "anonymous user throwing an error" issue.
  • Fixed "Internal Server ERROR: /schedules/shift/pdf/ IndexError: list index out of range" issue.
  • Fixed " TypeError: unsupported operand type(s) for +: 'NoneType' and 'NoneType'" issue.
  • Fixed issue with label printer printing labels without barcode, price label, or correct number of decimal places.
  • Fixed Rivile software export issue. Rivile report will now successfully export even if order items have no products.
  • Fixed "Encountered Error: be8a03d - ./revelV2/inventoryx/helper/… …pdf.py:35:get_tag_options:'font_size': int(tag_params[4])," issue.
  • Fixed "purchase-orders - DivisionByZero" issue.
  • Fixed unsuccessful product push issue.
  • Fixed unsuccessful product details push issue.
  • Upon modifying a product/details, the EMS will no longer deactivate peripherals.
  • Fixed "KeyError: 'dynamic_combo'" issue.
  • Fixed unsuccessful discounts push issue.
  • As designed, the EMS will now successfully push products with a kitchen printer assigned to them from one establishment to another.
  • Fixed time slot range issue. As designed, the EMS will no longer push time slots that are changed in one establishment to another.
  • Fixed "TypeError: argument of type 'NoneType' is not iterable" issue.
  • Fixed "syntax error at or near "s" LINE 1: ...E "coreApi_establishment" SET name = 'Shop Sharky's', disabl..." issue.
  • Fixed "TypeError: expected string or buffer" issue.
  • Fixed "XERO: 'auth_type'" issue.
  • The language in the agreement statement will now state, "'Revel is pleased to make the integration with [external application name] available to you.
  • The POS will now successfully pull customer group updates from the Management Console upon refresh.
  • Fixed " Internal Server ERROR: /appointments/ZoYrrXOjaT5be8GQ/register/facebook/" issue.
  • Fixed "Auth Token Expired, Please reconnect your QBO company from Manage Connections. If you still Face this issue, please contact with support'" issue. QuickBooks Online Settings will now load and allow changes by customer.
  • QuickBooks Online settings will now successfully load integration modules, which can then be used for mapping within QuickBooks Online.
  • On the Operations, Sales Summary, and Product Mix reports, an exchange will now be reported on the day that they are performed rather than the day that the orders are created.
  • Customer Insight overview, as designed, by default, will now be populated based on transactions from the previous three months.
  • Fixed "UnicodeEncodeError: 'ascii' codec can't encode character u'\u2013' in position 12: ordinal not in range(128)" issue.
  • Fixed issue with order display signature. Clicking on the signature link in order details will now display a picture of the signature.
  • Fixed "EMS: /brand/reports/void_discount_summary/export/xls/ - need to use xlsx" issue.
  • Fixed "Overview report > DataError: division by zero" issue.
  • Fixed "TypeError: unsupported operand type(s) for *: 'NoneType' and 'Decimal'" issue.
  • Fixed issue with the Product Mix Report miscalculating the final grand total with discounts.
  • Inactive Pos stations will no longer be displayed on reports.
  • Product Mix summary, as designed, will now print on a single page.
  • When running a report by a specific product class, as designed, the net amount will now match the discount(s) applied.
  • Fixed "Product Import: Exception: Product dublicate exception (barcode, establishment) - (0100000000281, 1)" issue.
  • Fixed "ValueError: invalid literal for int() with base 10: 'email_schedules'" issue.
  • Fixed "send_email: Some unknown exception occurred while trying to send e-mail to: character mapping must return integer, None or unicode" issue.
  • Fixed "Extras > Set Barcode/SKU Automatically > Exception: Product dublicate exception barcode or sku (barcode, sku, establishment) - (0100000000281, 0100000000489, 1)" issue.
  • Void receipts, as designed, will now print if the "Print all void receipts" setting is enabled.
  • SMS Rewards messages will now be sent successfully to customers that activate a Revel supported reward card.
  • Revel has improved its integration with RIVILE accounting software. Users in Lithuania can now properly export/import a report from Revel to RIVILE using a fiscal printer.
  • Fixed issue with SMTP settings and passwords. Revel has now increased security protocol for SMTP passwords.
  • Fixed "Sentry: Internal Server ERROR: //quick-books/api/sales/invoice/" issue with QuickBooks Online.
  • Fixed "Contract expiration date sync" issue. Users can now successfully sync a Contract expiration date from the Management Console to the POS.
  • Fixed "product duplication" issue. Users can now add/push the correct number of products using EMS.
  • QuickBooks Online will now continue to register credit card payments beyond 100 credit card transactions/payments.
  • Fixed "API External Application" issue. Callbacks will now carry over when users are not logged in.
  • Fixed issue with calculating Dynamic Cost. Dynamic Cost will now be calculated properly.
  • Revel has improved its integration with RIVILE software. For users in Lithuania, Sales item prices will now be accurately calculated using RIVILE software.
  • Fixed issue with the Establishment payments report. The Establishment payments report will now export accurate data (totals).
  • Fixed "Sentry: Internal Server ERROR: ///quick-books/company_data/1/" issue with QuickBooks Online.
  • Fixed "inaccurate time zone" issue. Custom reports will now display accurate time zones, corresponding to the order.
  • Fixed "discount calculation" issue. Discounts will be accurately calculated and remain consistent across all reports.
  • Fixed "Sentry: Internal Server ERROR: {'error_message': u"Object not found or doesn't exist. (Invalid resource l...)
  • Fixed "InternalError: Operation is not permited: time ranges overlap!" issue.
  • Fixed "Exception: invalid worksheet name u "'______'" " issue. Users can generate a spreadsheet using Excel, which will now allow single quotation marks as the worksheet name.
  • Fixed "F68BC38 error message" issue. Owners can now email employees a link to a page where they can enter a pin and approve their hours worked.
  • Fixed issue with inaccuracy in time worked. Time worked for employees will now be accurately represented.
  • Fixed "Sentry: KeyError: 'count'" issue.
  • Fixed "Sentry: IntegrityError: null value in column "object_id" violates not-null constraint" issue.
  • Fixed issue with overlap in price and currency. Users can now print a PDF of a purchase order without any overlap.
  • Fixed issue with product (barcode, SKU) duplication when cloning products.
  • Fixed "DataError: value too long for type character varying(2047)" issue.
  • Fixed report export issue. Reports can now be properly exported without preventive error codes.
  • Fixed issue with the missing video tutorial tabs within the “Training Video Access”. All video tutorial tabs are now available to check within the “Training Video Access” tab.
  • Fixed “Query performance optimization” issue with Product Mix report.
  • Fixed “alert email” address issue. Users can now enter an email address in the “alert email” field.
  • Repaired integration with RIVILE accounting software. Users can now accurately import/export “Sales” and “Purchases” POs.
  • Fixed “Attribute value” issue. Advanced Product Details / Matrix Options will now accurately display attribute values.
  • Repaired integration with RIVILE accounting software. Users can now successfully download the Sales report.
  • Fixed “INTERNAL SERVER ERROR” issue. Using EMS, users can now accurately copy categories and other large amounts of data.
  • Fixed issue with missing company logo from the web order checkout screen.
  • Fixed issue with delivery fee for online ordering. Delivery price will now be correctly calculated and displayed when ordering delivery online.
  • Fixed issue with web browsers (including mobile) cutting off content on online orders. Now, web browsers will not cut-off content regardless of the browser being used.
  • Removed “Delivery” from the delivery info section and replaced it with “Delivery Minimum” and “Delivery Radius”. Renamed “Minimum” to “Delivery Minimum”.

Revel iPad POS Fixed Issues


  • Fixed issue where printers were not working after software upgrades.
  • Fixed issue where users configured for Zapper payments were showing duplicate payments in purchase orders.
  • Fixed issue where the POS was not sending the correct quantity for combo orders to KDS units.
  • Fixed issue where the POS was slowing and in some cases freezing when multiple orders were created back to back. The POS now handles those actions at normal speeds.
  • Fixed issue where discounts changes for existing item on closed orders were not being tracked. The discount that was present on the receipt was not being observed on the Management Console.
  • Fixed issue where the POS was prompting the user to set a till automatically upon login, even though the "Suppress promtps for Tills" option was enabled.
  • Orders that contain group combos now correctly sync to the server.
  • Fixed issue were notes that were entered on an order were being printed on receipts, but were not included in emailed receipts for that same order.
  • Fixed till issue where the declared cash was not being updated when the "Tills - Checkout Summary" role permission was disabled.
  • For establishments integrated with FirstData payments, AMEX payments were appearing on Management Console reports, even though FirstData does not support AMEX payments.
  • Fixed issue where orders that were moved between tables were not syncing to other POS stations in the same establishment.
  • Fixed issues where modifiers where printing on kitchen printer receipts, even though the "If default and unselect print NO" option was enabled.
  • Fixed issue where, when trying to find orders by ID numbers on child POS stations resulted in a "Main POS Unreachable" error.
  • Fixed "batched orders" issue. Batched orders will now be captured automatically at the time designated for auto-batch.
  • Fixed "Unknown error: 'NoneType' object has no attribute 'voided_date'" issue with split bills and orders that fail to sync.
  • Fixed issue with item price(s) being incorrectly displayed on the receipt.
  • Fixed issue with retuned items (void in retail), which are not handled in void items controller.
  • Fixed issue with voided items being incorrectly displayed on both a KDS and kitchen printer receipt.
  • Fixed "inability to send an email receipt using the SMTP server in the gmail domain" issue.
  • Fixed issue with missing "Tip Amount" button if the Moneris payment processor is turned on. Users can now add tips to orders paid by Cash/Credit+/etc, even if the Moneris payment processor is turned on.
  • Fixed issue with the Employee Sales report. The Employee Sales report will now show a breakdown of the applied deposits so that the user can determine how much of the various payment totals actually apply to that days cash or credit totals.
  • Fixed issue with substitution related options. If substitution related options are now disabled in the Management Console, the POS will not ask the user for a substitution option.
  • The UPC-B parser has been removed. Revel will now correctly read price values from barcodes.
  • Fixed issue with Lithuania fiscal printer. Voided item receipts will now print correctly.
  • Fixed issue with Quest payment processor. Total balance will now reflect any voided item refund.
  • Fixed issue with “Refund Amount” grayed out when refunding “Split Bills”. Users can now appropriately refund a desired amount on split bills.
  • Fixed alignment issue with kitchen receipts. The Epson U220 receipts now correctly prints without any additional spaces.
  • Fixed issue with offline transactions. Offline transactions that have “TRANSID” associated with them will now be correctly processed when the system is back online.
  • Fixed “Custom URL for animated images in idle state” issue. When an image is uploaded, idle animation will now be properly displayed.
  • Fixed issue with cardless accounts using Synergry. Cardless accounts can now be used and will be identified correctly if sent as “CardSwiped”.
  • Fixed “missing customers” issue after system upgrade. POS will now correctly display customers including active and or inactive (if selected).
  • Fixed “inaccurate time block” issue. Appointment books will now accurately display the Time Block that is created and will reflect any changes made to that Time Block.
  • Fixed issue with kitchen receipt not printing when “Catering” is set as dining option. Kitchen receipts will now be correctly printed, contingent on the predefined time “Due time”.
  • When dining options are changed for an order, all items in the order will now accurately display the dining option change on the POS.
  • Fixed “ShipCompliant standards” issue. An order which is not compliant with “ShipCompliant” standards will not be processed and the user will be prompted with an error message.
  • Fixed “PC EFTPOS settlement” issue. Users can now effectively make settlements using the “PC EFTPOS”.
  • Fixed issue with rewarded items earning additional rewards points. Rewarded items now will not receive additional rewards points, unless specified otherwise.

Online Ordering Fixed Issues


  • Online web ordering will no longer hang when completing an order.
  • Fixed "Private/Incognito mode" issue. Browsers in Private/Incognito mode will now successfully load online ordering websites.
  • Modifiers will now consistently update prices on online orders.
  • Users can now successfully apply discount codes when submitting an online order to an establishment.
  • The Logo uploaded on the "About" page in the Management Console will now appear next to the establishment's online ordering "About" screen.
  • Modifiers will not copy from one product to another; only the selected modifiers will be applied on online orders.
  • Fixed "nginx.error.log :" issue. Users will now have access to the list of products on the menu.
  • Successful credit card payments on online orders will not appear as refunded.
  • Fixed "dining_options.remove(caModels.DINING_OPTION_OTHER)" issue.
  • Fixed unsuccessful online order processing issue.
  • Fixed "Internal Server Error" issue. Revel ordering and White Label apps will now successfully load online menus.
  • Fixed "Invalid pickup time error" issue. Pickup times will now be accurately displayed.
  • On the REVELin and White Label Apps, if designated, call names will now contain a pickup time, and a phone number.
  • Fixed "TypeError: exceptions must be old-style classes or derived from BaseException, not type" issue.
  • On Web Orders, Combo items with modifiers will be accurately represented.
  • Fixed "Internal Server ERROR: /weborders/system_settings/" issue.
  • Fixed issue with online discount codes. Online discount codes will now be properly applied.

E-Commerce Fixed Issues


  • E-commerce interface will no longer hang when completing an order.
  • Fixed "Private/Incognito mode" issue. Browsers in Private/Incognito mode will now successfully load online e-commerce websites.
  • Modifiers will now consistently update prices on e-commerce orders.
  • Users can now successfully apply discount codes when submitting an e-commerce order to an establishment.
  • The Logo uploaded on the "About" page in the Management Console will now appear next to the establishment's e-commerce "About" screen.
  • Fixed "nginx.error.log :" issue. Users will now have access to the list of products available on the product list.
  • Successful credit card payments on e-commerce orders will not wrongfully appear as refunded.
  • Fixed unsuccessful e-commerce sales processing issue.
  • Fixed "Internal Server Error" issue. Revel ordering and White Label apps will now successfully load online product lists.
  • Fixed "TypeError: exceptions must be old-style classes or derived from BaseException, not type" issue.
  • Fixed "Internal Server ERROR: /weborders/system_settings/" issue.
  • Fixed issue with online discount codes. Online discount codes will now be properly applied.

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