Revel Systems is proud to announce the release of Revel 2.22.


Contents


For Retail Establishments


Features

Enhancements

Fixed Issues


For Restaurants


Features

Enhancements

Fixed Issues


New Features for Retail Establishments


Contents: New Features for Retail Establishments

Physical Inventory

Inventory functionality that allows users to divide their stores into sections so that they may easily be inventoried. Each section is provided a number, and store associates are assigned to count each section in order to submit the final count(s). The purpose of dividing a store into sections is so that if an actual scan count of a store doesn't match the expected count, it is easier for the manager to correct errors within a small section as opposed to finding errors in an entire store.


Physical Inventory Settings

To support this new functionality, Revel has added the following components:

New Physical Inventory settings on the Settings > Physical Inventory page in the Management Console, described in the table below:

 
Setting Description
Initial Count Required If checked, system will require a physical count of all items in a given section prior to actually entering scans. This assists with error checking later if the number of scans do not match the initial count of items. If unchecked, associates will not be prompted for an initial count and may begin scanning immediately.
Require Count by Scan If checked, system will require that each item in a section be scanned as a method of counting. If unchecked, associates will not be required to scan items to count and will only be required to enter a count by hand.
Blind Scan If checked, associates will not be able to see how many items are expected to be scanned. Additionally, associates will be unable to see progress of scanning. If unchecked, associates will be able to see how many items are expected, as well as their progress against that total.
Allow Quantity Input for Scans If checked, associates will be able to scan a single item and then adjust the item's quantity manually. If unchecked, associates will only be able to count actual items by scanning each item.

A new Physical Inventory button in the upper right portion of the Inventory page. Clicking this button will open up the "Physical Inventory" page, allowing the user to configure the physical inventory functionality by doing the following:

  • Entering a name for the physical inventory
  • Entering the number of sections to count
  • Creating sections and giving them names
Physical Inventory Settings

Physical_Inventory_Config.png


Starting Physical Inventory

Clicking "Start Physical Inventory" sends the Physical Inventory settings data to the Inventory app, allowing the user to begin the count, as shown in the image below.

Scan or Count in the Inventory App

Manage_Inventory_Begin_Count.png

Tapping "Scan" on the "Manage Inventory" screen will allow the user to physically scan each barcode in efforts to populate the section counts. Swiping left on a product and tapping "Delete" will allow delete the corresponding count. Tapping a product will allow the user to edit the quantity of the product count, as shown in the images below.

Scan Inventory on the Inventory App

Manage_Inventory_Scan.png

If a product cannot be found via barcode scan, an "Unknown Products" dialog message (in red) will appear at the top of the screen. If two or more products have identical barcodes, a "Multiple Matches Found" dialog window will appear, allowing the user to select the desired product from a list. If a product has multiple units of measurement, a "Multiple Units Found" dialog window will appear with a list of various units to select from. All the examples mentioned here can be seen in the images below.

Physical Inventory Multiple Matches/Units Found

Physical_Inventory_Error_Check.png


Finalizing Physical Inventory

Managers/Owners can manage physical inventory counts using the manager view (as shown in the images below) on the "Manager Inventory" screen of the Inventory app. Under the "In Progress" tab, tapping on a section will expand and display its corresponding data. If a section needs to be scanned, the corresponding section will say "Ready for Scan". If a section is in the middle of a scan, the corresponding section will say "Scanning". If a section has not been counted, the corresponding section will say "Not Counted". Under the "Completed" tab, tapping on a section will display the completed section counts, and or allow the user to perform a recount by tapping "Recount", if necessary. As shown in the images below.

Manage Inventory on the Inventory App

Manager_View_Inventory_App.png

After the count is performed, clicking the Physical Inventory button in the Management Console will display the overall count, and also a breakdown of the count, section by section. The result is the difference (variance) between the expected count and the actual count. If needed, a user may perform a recount by clicking on any one of the corresponding "Recount" links under the "Recount" column, or may also click the "+" button to expand product details , as shown in the image below.

Physical Inventory Summary

Physical_Inventory_Recount.png

Note: Users may NOT click the recount button when the physical inventory is in the 'count complete' state.

Clicking "Finalize Counts" completes the inventory count, allowing users to view/edit count results, segmented by section, by category, or by class, as shown in the image below.

Physical Inventory Count Summary

Physical_Inventory_Count_Section.png

Clicking the "Category" tab option displays a breakdown of the physical inventory count by category/product, allowing users to either accept/adjust each count individually, or add/remove products, as shown in the image below.

Physical Inventory by Category

Physical_Inventory_Count_Category.png

Clicking the "Class" tab option displays a breakdown of the physical inventory count based on product class(es), allowing users to either accept/adjust each count individually, or add/remove products.

Clicking "End Physical Inventory" will complete the process. If the user ends the physical inventory without accepting all current counts, Revel will display the prompt shown in the image below:

Physical Inventory End Prompt

Physical_Inventory_Popup.png

  • Clicking No will close the dialog and the inventory will be left open.
  • Clicking Yes will close the dialog, end the physical inventory, and all products whose counts were NOT accepted will not be modified in any way. Current counts for these products will be ignored.

Physical Inventory History Report/Role Permissions

A Physical Inventory History report can be found nested inside Reports > Other Reports page. This report shows results for each completed physical inventory count cycle, as shown in the image below. The report summarizes the expected count versus the actual count (variance).

Physical_Inventory_Report.png

The Product Inventory Log and Product Inventory Summary reports will reflect the changes made to inventory. Physical Inventory functionality can be configured on the Employees > Administrative Permissions page. Additionally, user roles can be fully permissioned on the Employees > Role Permission page, all shown in the images below.

Physical Inventory Permissions

Physical_Inventory_Permissions.png

Optimized Shipping Experience

To improve the overall user experience as it relates to "Shipping", Revel has made the following enhancements to the shipping functionality:

Using the "Ship Date" drop-down list on the "Shipping Options" screen, users may now select either the current date or a future ship date, as shown in the image below.

Ship Date Drop Down List

Ship_Date.png

An "Update Shipping" pop-up will now appear if users void or add items/products on an order. Tapping "Update" will allow users to confirm the changes to the shipping package.

Update Shipping Prompt

Update_Shipping.png

Order details screen will now include a shipping package type, a shipping package tracking number, and a link to the "Shipping Options" window, where the user may update shipping information. These changes can be seen in the image below.

Shipping Method and Tracking Information

Ship_Type_Tracking+.png

Tapping the Ship_Icon.png icon below the order will now take the user directly to the "Shipping Options" window. Tapping an item/product will now open up the order item/product "Actions" window, allowing users to navigate back to the "Shipping Options" screen to edit shipping details by tapping "Manage Shipping", as shown in the image below.

Manage Shipping Option

Shipping_Handling.png

Once the user saves shipping information, tapping "Manage Options" on the "Shipping Options" screen will open up a window that will allow the user to:

  • Edit customer name, customer contact information, and or customer physical address.
  • Edit the list of items/products by tapping "Edit Items" (that leads to the current item/product selection pop-up).
  • Update the weight of the package by tapping the "Update Weight" link.
  • Update the rate by tapping "Update Rates".
  • If the user has made any changes to the package (address, date, item/product, weight), and taps "Save" without updating the rate, the POS will prompt them to do so.
    Update Weight Link on Shipping Options Window
    Manage_Options.png

If the "Do Not allow modification of closed orders" setting is enabled on the Settings > Advanced Pos Settings page in the Management Console:

  • Tapping "Remove Shipping" on a closed order will change the order type to the default order type.
  • Editing the shipping package if a void has occurred on a closed order will prevent the user from selecting a shipping type that would cost more than the one currently on the order. That way, users will only have to refund the order amount instead of collecting more. If the user attempts to pick a more expensive option, a prompt will force the user to reopen the order.

If the "Allow order merge" setting is enabled on the Settings > Quick Service Settings page in the Management Console:

  • Any shipping package on a merged order (not the order that remains) will be removed and the order type will be changed to the default order type.
  • The item/product from the original order will be voided.
  • On the remaining order, a order prompt will appear, inviting the user to update their shipping.

A shipping order will always be of order type "Shipping". However, if an item/product on the order is not shipped, it will be marked as an item/product that belongs to the default order type.

The "Shipping Options" screen for SHIPPED orders is read only. Items from those orders can still be voided, comped, or discounted.

When merging orders, if any shipping items are on a merged order the POS will remove the item and will change the order type to retail/to go. The shipping and handling order item from the original order will be voided. On the remaining order, the "Changed Order" prompt window will appear, inviting the user to update their shipping for the removed items.

External Fulfillment Center

Revel has released the "External Fulfillment Center" functionality. This feature allows users to ship orders from an off-site fulfillment center while keeping the in-store inventory accurate. Users may add a single or multiple external fulfillment locations when configuring the settings. If an off-site fulfillment location is selected for shipping, inventory will not be removed from the POS. When the off-site fulfillment location is chosen for shipment, the shipping quote is based on distance between the off-site fulfillment location’s address and the delivery address. Tax and address validation will work per current shipping functionality. All products shipped from the external fulfillment centers must have serial numbers. The External Fulfillment Center functionality can be configured by doing the following:

  • In the Management Console,
    • On the Establishment > Establishment page, configure the Type of Service (staff-only setting) to "Retail"
    • On the Establishment > Stations page, configure the Station Mode to "Retail"
    • On the Settings > Advanced Pos Settings page, enable the "Catering delivery tracking" setting (checked)
    • On the Settings >Retail Service Settings page, enable the "Order and Item print option" setting (checked)
    • On the Settings > Inventory Settings page, enable the "Support serial numbers", "Turn on Delivery for Serial Numbers", and "Enforce serial number inventory" settings (checked)
    • On the Settings > Shipping Settings page, enable the "Shipping", "FedEx Shipping" / "UPS shipping", and "Enable External Fulfillment Addresses" settings (checked)
    • On the Products > Product Details > Advanced Product Details > Shipping Options page, assign an external fulfillment center by entering the address in the "Fulfillment Addresses" field for all applicable products
    • On the Settings > Shipping Settings page, enable the “Enable External Fulfillment Address” setting (checked)
    • Once the “Enable External Fulfillment Address” is set, the menu option for “External Fulfillment Address” will appear on the “Establishment View”, as shown below.
      External Fulfillment Center Configuration
      External_Fulfillment_Address_Tab.png

Redesigned E-Commerce Interface

For our retail clients, Revel has redesigned the e-commerce interface on both the desktop and the mobile platforms. 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 e-commerce site to better match their brand. Users may select from one of two available page layout styles, "Standard Restaurant/Quick Service" or "Standard Retail". Once configured, the changes can be seen on the e-commerce interface, as shown in the sample pages below.

Sample Standard Retail Layout

Retail_Redesign.png

Product Life Cycle

For our retail clients, Revel introduces our new Product Life Cycle tool. In retail, products often have a predictable life cycle of price changes. They start at full price, then, on a certain day, drop by 10%, then 30%, then 50% and then they are deactivated. Prior to this implementation, the only way for Revel to handle this was for the user to export their product list, change the prices, reimport their product list and refresh just before the price was to go live, or to set up a large number of discounts. This feature allows users to set changes in advance, and transmit the changes to the POS. The POS will start using the changes as soon as set date/time is reached. This feature will also allow our users to schedule activation and deactivation of products ahead of time, so they don't have to make these changes on the Management Console the night before. This is very useful for table and quick service clients who want to launch new menus.

To access the tool, navigate to the new Products > Product Life Cycle page. To select a product for a price / activation change, click the "+Add Product Price Life Cycle Action" button and start typing the name of the product in the PRODUCT field. Select the desired product from the drop down list that appears. Click the START DATE field to bring up the calendar, to select the date and time when the desired action will take place. Then, configure the desired action on the product. To change the price of the product on the selected date, enter the new price in the PRICE CHANGE field. To make the product active or inactive on the product list on the selected date, select "Active" or "Inactive" from the drop down list in the ACTIVE column. In the image below, the "Jeans" product is having its price changed effective January 1st, 2017 at 12:00PM. The "Sweatpants" product is becoming active on the establishment's product list, effective December 1st, 2016 at 12:00AM.

Product Life Cycle, Action Creation

product_life_cycle_action_creation.png

Once an action has been configured, the BARCODE, SKU, VENDOR, and ORIGINAL PRICE will automatically populate with relevant information.

Users can filter the product actions on the Product Life Cycle page in different ways. By default, the main drop down filter at the top right of the page is set to "Future", which causes the page to only display configured actions that have yet to take place. From that drop down menu, users can choose to display "All" configured actions, or actions that have taken or are set to take place within a custom date range.

Populated Product Life Cycle Page

populate_product_life_cycle_page.png

Users can export their product life cycle table in a CSV, make additions or edits to the spreadsheet, and reimport their data to create life cycle actions en masse.

This feature also introduces the "Current Price" field to the Products > Product Details page. This is a static field that cannot be edited, and reflects the current price of the product, as defined by a Product Life Cycle action.

Product Details, Current Price

products_current_price.png

 

Discounts with a Targeted Combo Price

For retail and quick service establishments that sell combo items, especially those that scan their items as opposed to using the menu, Revel has added an "Apply Reprice to sum of products" option to the Products > Discounts > Discount Settings page in the Management Console. If enabled, this allows the user to effectively sell items from different product groups or classes for a combined special price. Users may configure this functionality by doing the following on the Products > Discounts > Discount Settings page:

  • Select "Re-Price" from the "Discount Type" drop-down list
  • Input a "Re-price amount"
  • Select "Auto-Apply" checkbox, if necessary
  • For the "Taxed" field, check if necessary (generally, Reprice discounts are taxed discounts)
  • Select "Order" as the "Qualification Type"
  • Select "Group" or "Class" as the "Qualification Subtype"
  • Input the applicable qualification groups (predefined) or classes, as needed. For example, "Food", "Kitchen", and "Drink" groups
  • Select "Require a product from each qualifying class/group"
  • Select "Apply Reprice to sum of products"

Once configured, products that belong to the corresponding product groups/classes will qualify for the discount and the POS will determine the difference between the sum of the qualifying products and the re-price value and will then apply that difference as the discount to the most expensive product on the POS.

Discount with a Targeted Combo Price on POS

Reprice_Discount.png

Documents Storage

For Fuel Retail users in Poland, Revel has added a feature that records, stores, and prints fiscal records. A "Documents Storage" tab has been added to the POS, nested under the "Transactions" tab located in the upper portion of the screen. Tapping Transactions > Documents Storage on the POS will open up the Documents Storage screen, allowing users to search for fiscal invoice(s) by keying in a transaction date; a transaction invoice # or a customer name, as shown in the image below.

Documents Storage Search

Document_Storage_Search+.png

Tapping a selection from the search results will open up the "Document Preview", allowing users to reprint the fiscal invoice, as shown in the image below.

Document Preview and Reprint Window

Document_Storage_Fiscal_Receipt.png

Customer and Loyalty Information on the Kiosk

Basic customer profile creation, gift, and loyalty rewards have been integrated onto the Kiosk. Customers can now create and access their customer profile using the Kiosk. The "Allow Customer Creation" settings have been added to the Settings > Kiosk page to enable and configure the functionality. The settings are shown in the image below.

Allow Customer Create Configuration

allow_customer_creation_kiosk.png

The following table describes the settings displayed on in this section:

 
Setting Description
Allow Customer Creation Enables customer creation on the kiosk.
Customer Creation Requirements Defines the required information that customers must provide when creating a profile. The user can require any combination of the customer's Email address, phone number, and birth date. Settings can be selected by clicking on them so that they are highlighted. To select multiple settings, hold the shift key.
Login Defines how the customer will log into their profile from the kiosk. Email address, phone number, or loyalty card number can be used as log in values.
Require PIN to Defines what actions the customer will need to enter a PIN in order to complete. Actions can be selected by clicking on them so that they are highlighted. To select multiple actions, hold the shift key.
Transmit PIN via Defines how the customer will receive their PIN upon profile creation, or PIN reset. This can be set to either email or phone number (SMS message). If you choose SMS, be sure that you have a Twilio account configured on the Management Console.

On the Kiosk, customers without profiles can choose to set them up. The kiosk will have a link for new customers to create a profile. Depending on the settings configured on the Management Console, customers will need to enter their phone number, email address, and / or birth date to create a new profile. The customer will also need to configure a PIN.

Customer Account Creation

customer_account_creation.png

If the system detects duplicate customer information (email address or phone number), it will show the customer the duplicate name, and ask the customer to either confirm if that is who they are, or create a profile using a different email or phone number. The customer can also choose to log in as a guest. If loyalty account auto-generation is enabled, the system will prompt the customer to create a new loyalty account and link it to their profile.

Customers with existing profiles will log into the kiosk using their phone number, email address or loyalty card number, depending on what is configured for the "Login" setting on the Management Console. If the customer logged in by swiping a reward card, and they don't already have a profile, the kiosk will prompt the customer to create a customer account, and then link that loyalty account to the profile. Using the Kiosk, customers can access their profile where they can view information about themselves, their loyalty points, and their past order history. They can also edit their profile information.

Customer Profile

kiosk_05a-1.png

Depending on the actions selected in the "Require PIN to" field on the Management Console, customers will need to enter their PIN to access their profile, redeem rewards points, and / or pay for an order using a linked gift card. A customer will only have to enter their PIN once, even if they perform multiple restricted actions. If a customer forgets their PIN, they can have it a new one sent to them either via text message or email, depending on what is configure in the "Transmit PIN via" field on the Management Console. The establishment must have a Twilio account integrated for the text messaging to work.

LevelUp: Gold Standard Loyalty and Gift Integration

Revel now supports LevelUp "Gold Standard" loyalty and gift functionality. To access this functionality, Revel has added an "Enable LevelUp Gift" setting to the Settings > Gift, Rewards and Admin Cards page in the Management Console. If the functionality is enabled, users will have the ability to accept LevelUp loyalty gift cards in the form of QR codes. Customers may present QR codes using their LevelUp mobile app to purchase items/products. Customers' LevelUp accounts are linked to a payment method and will also provide discount credit available for use. On the POS payment screen, tapping the "LevelUp" button will open up an "Enter QR Code" window, allowing the customer to scan their QR code using a QR scanner. The prompt can be seen in the image below.

Enter QR Code Prompt

Enter_QR_Code.png

iZettle Card Reader Integration

Revel has updated its integration with the iZettle card reader. Revel now supports the iZettle SDK, making it possible for users to accept card payments with an iZettle card reader from the Revel iPad POS app.

FreedomPay EMV Integration

Revel has enhanced its integration with FreedomPay and can now process transactions using EMV certified card swipe devices. Currently, Revel only supports the Ingenico iPP350 and iCMP devices.

Short Line Item on QuickBooks Invoices

When Revel sends over information to QuickBooks, situations arise where the invoice does not match the payment made against that invoice. For those situations, where net sales do not match payments, Revel will create a new, "Other Current Asset” account , which is reflected as “Short Line Item” on QB invoices. This allows us to resolve the discrepancy between the invoice total and the payments recorded against that invoice.

Quebec (SRM) Fiscal Memory Device Integration

Revel has integrated with a fiscal memory device for the Quebec market.


New Features for Restaurants


Contents: New Features for Restaurants

Zapper: Generate QR Code on CDS

For Zapper payments, Revel will now display a QR code on the Customer Display System allowing customers to scan and apply a payment before the transaction is completed in Revel. If Zapper integration is properly configured in the Management Console, and if the CDS is connected, tapping Zapper as a payment type will now display a QR code on the CDS. The customer will then scan the QR code using their mobile Zapper application to complete the payment. Note, if a POS station does not have a CDS connected, the user will have to print out a receipt with a QR code from the POS, as per standard procedure.

Zapper Payment Type Button

Zapper_Payment.png

Zapper QR Code on CDS

Zapper_QR_Code.png

Redesigned Web Ordering Interface

For restaurant managers/owners, Revel has redesigned the web ordering interface on both the desktop and mobile platforms. 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 web ordering site to better match their brand. Users may select from one of two available page layout styles, "Standard Restaurant/Quick Service" or "Standard Retail". Once configured, the changes can be seen on the web ordering interface, as shown in the sample pages below.

Sample Standard Restaurant/Quick Service Layout

Restaurant%3AQSR_Redesign.png

Tip Pooling

Revel now supports a fully automatic tip pooling calculation tool. Tip Pooling is the act of determining the amount of tips collected by a restaurant and then taking that amount and calculating the share that each employee gets. Revel clients can now rely on the system to calculate that share based on their desired settings, removing the need for manual data entry. Revel also reports the results on payroll so that clients can accurately pay their employees and report those payments to the IRS.

Tip in contributions are calculated by either by sales made or tips earned. Tip shares are either calculated evenly across all employee rolls, or by percentage based on employee role. Employees must be clocked in for the shift in order to be included in the tip pool. 

Settings

The settings to configure tip pooling can be found on the Settings > Advanced Pos Settings page, under the Tip Pooling section.

Tip Pooling Settings

tip_pooling_settings.png

The following table describes the settings displayed in the image above:

Tip Pooling Settings
Setting Setting Values Description
Allow Tip Pooling Checked or unchecked Activates the Tip Pooling tool.
Tip In Based On Sales or Tips Specifies whether Tip In obligations by employees are based on sales or tips.
Tip Share Even or Percentage Specifies whether the tip share will be even across all employees, or if it will be based on specific role percentages.
Treat Declared Tips As Total Tips, Cash Only, or Ignore Declared Tips Specifies how the tool should treat declared tips.
Include Tip In Amount in Cash Due Employee/House Lines Checked or unchecked Specifies if the system will include tip in obligations when calculating the Cash Due Employee and Cash Due House lines on the Sale Summary Report.
Periodicity By Shift, Daily, or Weekly Specifies how often the tip pool should be calculated. If "By Shift" is selected, the user will need to enter the shift time in the "Time Shift Change" field, which only appears if "By Shift" is selected.
Tip In / Tip Share By Role Role, Tip In %, and Tip Share % The fields for this setting allow the user to enter each role that either tips into the pool or shares from it. The user will need to set the Tip In % and Tip Share % for each role. If the Tip Share setting has been set to even, the TIP SHARE % becomes the TIP SHARE check box. For this type of configuration, the user simply needs to check the box for each employee role that shares in the tip pool.

Tip Pooling Tool

Once the Tip Pooling tool has been enabled and configured, the Tip Pooling page appears in the Schedules section of the Management Console. A date and shift time period must be selected on the pop-up calendar before the page populates with data. If the Tip Pooling tool has been configured for percentage based sharing, the tool will display both a "Share Plan" and "Employee Breakdown" section. If the Tip Pooling tool has been configured for even tip sharing, the tool will only display the "Employee Breakdown" section. The "Share Plan" section is a role share calculation tool. An example Tip Pooling Share Plan is shown in the image below.

Tip Pooling Tool, Share Plan Section

tip_pool_share_plan.png

The following table describes the columns displayed in this section:

Tip Pooling Tool, Share Plan Section
Column Description
Role The name of the role.
Hours Total Hours worked by people in this role.
Sale The total sales generated by employees working this role.
Tips Depending on the "Treat Declared Tips As" setting, displays only the declared tips, the declared and payment tips, or only the payment tips for the role.
Tip In % The configured TIP IN % for the employee role.
Tip in Amt. The role's Tip In % multiplied by its total tips or Sales, depending on the configured "Base Tip In Based On" setting.
Tip Share % The tip share percentage for that role. This column can be adjusted by the user.
Adj. Tip Share % The Tip Share % value adjusted so that the sum of all tip share percentages equal 100%.
Tip Share The Tip Share amount for this role. For instance, if no one works at a role, the other roles adj. tip shares will increase.
Adj. Tip Share This is a user defined adjustment for the tip share amount for the role.

The "Employee Breakdown" section provides tip pool calculating for each employee. Employees are displayed on this page in alphabetical order by last name. If even tip sharing is configured, this section only displays the individual employees. If tip sharing is percentage based, in addition to an alphabetical employee view, there is an option to view employees grouped by role. There will be a line for each role an employee works, so some employees may appear multiple times in the table if they work multiple roles. An example of both alphabetical and role based employee breakdowns are shown in the images below.

Tip Pooling Tool, Employee Breakdown

tip_pool_employee_breakdown.png

Tip Pooling Tool, Employee Breakdown - By Role

tip_pool_employee_breakdown_by_role.png

The following table describes the columns displayed in this section:

Tip Pooling Tool, Employee Breakdown Section
COLUMN DESCRIPTION
Name The name of the employee.
Role The role of the employee.
Hours Total hours worked by the employee for the shift period in that role.
Sales Total sales generated by the employee.
Declared Tips The employee’s declared tips. This is an adjustable column.
Payment Tips The payment tips for that employee.
Tip In Amt. The employees tip in amount, which is the configured tip in percentage multiplied by the employee's sales or tips, depending on the "Tip In Based On" setting.
Tip Share Amt. The employee's calculated share of the tip pool.
Adj. Tip Share An adjustable column for the user to adjust the employee's Tip Share Amt. By default, this column will show the Tip Share Amt. value.
Final Tips The employee's declared tips plus any payment tips (this depends on how declared tips are treated) minus the employee's tip out amount plus the adjusted tip share.
Tips Due Employee If the "Include Tip in Amount in Cash Due Employee/House Lines " setting is disabled, this column shows the total tips for that employee. If that setting is enabled, this shows the adjust tip share amount for that employee.
Tip Pool Results The Adjusted Tip Share minus the Tip In Amount for that employee.

Both the "Share Plan" and "Employee Breakdown" sections display the "Calculated Tip Pool", "Tip Pool Adj.", and "Final Tip Pool" columns at the bottom left of the page. These serve as a representation of the Tip Pool. The "Calculated Tip Pool" column displays the sum of all Tip in Amounts. The "Tip Pool Adj." is an empty, user adjustable column where the user can enter any adjustments needed. The "Final Tip Pool" column shows the Calculated Tip Pool + the Adjusted Tip Pool.

Adjustments

In the Tip Pooling tool, we have included the ability for users to make certain types of manual adjustments, to account for unexpected scenarios. The following types of data are adjustable by users:

  • Role Percentages
  • Total Tip Pool
  • Tip Pool Per Role
  • Declared Tips
  • Tip Share per Employee

Payroll

If Tip Pooling is enabled, the Schedules > Payroll page will gain an extra column labelled, "Tip Pool Results". This value will be the Adjusted Tip Share for that employee, minus the Tip in Amount.

Tip Pooling, Payroll

tip_pooling_payroll.png

Life Cycle of Menu Items

For our table service clients, Revel introduces our new Life Cycle of Menu Items tool. In the restaurant business, menu items often have a predictable life cycle of price changes. They start at full price, then, on a certain day, drop by 10%, then 30%, then 50% and then they are deactivated. Prior to this implementation, the only way for Revel to handle this was for the user to export their menu, change the prices, reimport their menu and refresh just before the price was to go live, or to set up a large number of discounts. This feature allows users to set changes in advance, and transmit the changes to the POS. The POS will start using the changes as soon as set date/time is reached. This feature will also allow our users to schedule activation and deactivation of menu items ahead of time, so they don't have to make these changes on the Management Console the night before. This is very useful for table and quick service clients who want to launch new menus.

To access the tool, navigate to the new Products > Product Life Cycle page. To select a product for a price / activation change, click the "+Add Product Price Life Cycle Action" button and start typing the name of the product in the PRODUCT field. Select the desired item from the drop down list that appears. Click the START DATE field to bring up the calendar, to select the date and time when the desired action will take place. Then, configure the desired action on the item. To change the price of the item on the selected date, enter the new price in the PRICE CHANGE field. To make the item active or inactive on the menu on the selected date, select "Active" or "Inactive" from the drop down list in the ACTIVE column. In the image below, the "Jeans" product is having its price changed effective January 1st, 2017 at 12:00PM. The "Sweatpants" product is becoming active on the establishment's product list, effective December 1st, 2016 at 12:00AM.

Product Life Cycle, Action Creation

product_life_cycle_action_creation.png

Once an action has been configured, the BARCODE, SKU, VENDOR, and ORIGINAL PRICE will automatically populate with relevant information.

Users can filter the product actions on the Product Life Cycle page in different ways. By default, the main drop down filter at the top right of the page is set to "Future", which cause the page to only display configured actions that have yet to take place. From that drop down menu, users can choose to display "All" configured actions, or actions that have taken or are set to take place within a custom date range.

Populated Product Life Cycle Page

populate_product_life_cycle_page.png

Users can export their product life cycle table in a CSV, make additions or edits to the spreadsheet, and reimport their data to create life cycle actions en masse.

This feature also introduces the "Current Price" field to the Products > Product Details page. This is a static field that cannot be edited, and reflects the current price of the product, as defined by a Product Life Cycle action.

Product Details, Current Price

products_current_price.png

Customer and Loyalty Information on the Kiosk

Basic customer profile creation, gift, and loyalty rewards have been integrated onto the Kiosk. Customers can now create and access their customer profile using the Kiosk. The "Allow Customer Creation" settings have been added to the Settings > Kiosk page to enable and configure the functionality. The settings are shown in the image below.

Allow Customer Creation Configuration

allow_customer_creation_kiosk.png

The following table describes the settings displayed on in this section:

Setting Description
Allow Customer Creation Enables customer creation on the kiosk.
Customer Creation Requirements Defines the required information that customers must provide when creating a profile. The user can require any combination of the customer's Email address, phone number, and birth date. Settings can be selected by clicking on them so that they are highlighted. To select multiple settings, hold the shift key.
Login Defines how the customer will log into their profile from the kiosk. Email address, phone number, or loyalty card number can be used as log in values.
Require PIN to Defines what actions the customer will need to enter a PIN in order to complete. Actions can be selected by clicking on them so that they are highlighted. To select multiple actions, hold the shift key.
Transmit PIN via Defines how the customer will receive their PIN upon profile creation, or PIN reset. This can be set to either email or phone number (SMS message). If you choose SMS, be sure that you have a Twilio account configured on the Management Console.

On the Kiosk, customers without profiles can choose to set them up. The kiosk will have a link for new customers to create a profile. Depending on the settings configured on the Management Console, customers will need to enter their phone number, email address, and / or birth date to create a new profile. The customer will also need to configure a PIN.

Customer Account Creation

customer_account_creation.png

If the system detects duplicate customer information (email address or phone number), it will show the customer the duplicate name, and ask the customer to either confirm if that is who they are, or create a profile using a different email or phone number. The customer can also choose to log in as a guest. If loyalty account auto-generation is enabled, the system will prompt the customer to create a new loyalty account and link it to their profile.

Customers with existing profiles will log into the kiosk using their phone number, email address or loyalty card number, depending on what is configured for the "Login" setting on the Management Console. If the customer logged in by swiping a reward card, and they don't already have a profile, the kiosk will prompt the customer to create a customer account, and then link that loyalty account to the profile. Using the Kiosk, customers can access their profile where they can view information about themselves, their loyalty points, and their past order history. They can also edit their profile information.

Customer Profile

kiosk_05a-1.png

Depending on the actions selected in the "Require PIN to" field on the Management Console, customers will need to enter their PIN to access their profile, redeem rewards points, and / or pay for an order using a linked gift card. A customer will only have to enter their PIN once, even if they perform multiple restricted actions. If a customer forgets their PIN, they can have it a new one sent to them either via text message or email, depending on what is configure in the "Transmit PIN via" field on the Management Console. The establishment must have a Twilio account integrated for the text messaging to work.

Discounts with a Targeted Combo Price

For retail and quick service establishments that sell combo items, especially those that scan their items as opposed to using the menu, Revel has added an "Apply Reprice to sum of products" option to the Products > Discounts > Discount Settings page in the Management Console. If enabled, this allows the user to effectively sell items from different product groups or classes for a combined special price. Users may configure this functionality by doing the following on the Products > Discounts > Discount Settings page:

  • Select "Re-Price" from the "Discount Type" drop-down list
  • Input a "Re-price amount"
  • Select "Auto-Apply" checkbox, if necessary
  • For the "Taxed" field, check if necessary (generally, Reprice discounts are taxed discounts)
  • Select "Order" as the "Qualification Type"
  • Select "Group" or "Class" as the "Qualification Subtype"
  • Input the applicable qualification groups (predefined) or classes, as needed. For example, "Food", "Kitchen", and "Drink" groups
  • Select "Require a product from each qualifying class/group"
  • Select "Apply Reprice to sum of products"

Once configured, products that belong to the corresponding product groups/classes will qualify for the discount and the POS will determine the difference between the sum of the qualifying products and the re-price value and will then apply that difference as the discount to the most expensive product on the POS.

Discount with a Targeted Combo Price on POS

Reprice_Discount.png

LevelUp: Gold Standard Loyalty and Gift Integration

Revel now supports LevelUp "Gold Standard" loyalty and gift functionality. To access this functionality, Revel has added an "Enable LevelUp Gift" setting to the Settings > Gift, Rewards and Admin Cards page in the Management Console. If the functionality is enabled, users will have the ability to accept LevelUp loyalty gift cards in the form of QR codes. Customers may present QR codes using their LevelUp mobile app to purchase items/products. Customers' LevelUp accounts are linked to a payment method and will also provide discount credit available for use. On the POS payment screen, tapping the "LevelUp" button will open up an "Enter QR Code" window, allowing the customer to scan their QR code using a QR scanner. The prompt can be seen in the image below.

Enter QR Code Prompt

Enter_QR_Code.png

iZettle Card Reader Integration

Revel has updated its integration with the iZettle card reader. Revel now supports the iZettle SDK, making it possible for users to accept card payments with an iZettle card reader from the Revel iPad POS app.

FreedomPay EMV Integration

Revel has enhanced its integration with FreedomPay and can now process transactions using EMV certified card swipe devices. Currently, Revel only supports the Ingenico iPP350 and iCMP devices.

Short Line Item on QuickBooks Invoices

When Revel sends over information to QuickBooks, situations arise where the invoice does not match the payment made against that invoice. For those situations, where net sales do not match payments, Revel will create a new, "Other Current Asset” account , which is reflected as “Short Line Item” on QB invoices. This allows us to resolve the discrepancy between the invoice total and the payments recorded against that invoice.

Quebec (SRM) Fiscal Memory Device Integration

Revel has integrated with a fiscal memory device for the Quebec market.


Management Console Enhancements for Retail Establishments


Contents: Management Console Enhancements for Retail Establishments

Appointments

  • Businesses that offer or require appointments for their customers can now have their service providers notified via email anytime an appointment is made, changed, or cancelled. Service providers refer to the establishment employee that will be performing the service. To enable this functionality, the "Notify service provider" setting has been added to the Settings > Advanced Pos Settings page, under the Appointments section.
  • The Appointments > Services page has been updated for usability. Along with being updated to the current user interface styling, the + A Service Providers field now allows users to add multiple service providers to a service at once.
  • With the exception of Table Reservations, Reservations and corresponding reservation settings have been changed to Appointments in the Management Console.
  • Appointment notification emails which are sent to customers and service providers will now be recognized by Gmail, Outlook, and other email clients as an event and can be added to a supporting email account calendar. When the user opens an appointment confirmation email, the email will display a calendar widget that allows the user to add the appointment to the events calendar. As shown in the example below, clicking "Add to calendar" will add the appointment to a Google Calendar.
    Appointment Notification via Email
    Appointment_Email_Add_To_Calendar.png
  • Business owners can now customize the Web Appointments portal page layout to be consistent with their brand logo/colors. A "Custom Web Color" widget has been added to the Settings > Advanced Pos Settings > Appointments page. The widget allows the user to select two colors that will be used for the web appointments booking page. Additionally, if a user has uploaded a logo on the Establishment page, it will now appear in the upper left corner of the page.
    Custom Web Color and Logo
    Web_Appointments_Customization.png
    Custom Web Color and Logo on the Appointments Page
    Custom_Web_Color_Appointments.png
  • Users can now have their customers cancel or modify their appointments online. Users can enable this enhancement for their customers by checking the new "Allow customers to cancel/modify web appointments" option, located in the Settings > Advanced Pos Settings > Appointments section of the Settings page. Once enabled, the "Edit or Cancel an Existing Appointment" link will be added to the customer facing web appointment booking page. When a customer clicks this link, they will be prompted with the "Update or Cancel Appointment" pop-up window, shown in the image below. The customer will need enter the same information (phone number, email, or Facebook account info) that they used to book the initial appointment. When a customer clicks this link, they will be prompted with the "Update or Cancel Appointment" pop-up window, shown in the image below. The customer will need enter the same information (phone number, email, or Facebook account info) that they used to book the initial appointment.
    Update or Cancel Appointment Login Window
    update_cancel_appointment_popup.png

    After the customer has entered their information, they will be taken to their appointments page, which will allow them to modify their existing appointments.

    Existing Appointments Page
    appointment_list_page.png Clicking the trash can icon for the desired appointment allows the customer to cancel that appointment. They will be shown a "Cancel Appointment" pop-up window, asking them to confirm the cancellation. Clicking the "Update" icon will take the customer to the appointment booking page to select a new time for their appointment. Any cancellation or modification to an appointment will send a text or email (depending on the configured alert settings) to both the business owner and the customer, providing details about the modifications made, or alerting them that the appointment has been cancelled.

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 - Messaging Method
    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.
  • Revel has made the following additions to the CRM > Campaigns page:
    • Search bar in the upper right corner of the page (search by name)
    • An Active/Inactive filter
    • "ACTIVE" column which allows users to activate/deactivate a campaign. Clicking the box on an active campaign allows users to deactivate a running campaign. Clicking the box on an inactivate campaign allows users to activate a campaign by setting a new expiration date.

CRM

  • Users who do business with other companies may now create a customer profile using the name of the company. A "Customer Type" functionality has been added to the Settings > Customer Info page in the Management Console. When configuring this setting in the Management Console, users may select one of three options from the "Customer Type" field:
    • Individual: if selected, "First Name" and "Last Name" fields will be required fields, and the "Company Name" field will be optional
    • Company: if selected, "Company Name" field will be a required field, while "First Name" and "Last Name" fields will be optional
    • Company or Individual: if selected, The user may choose to type a customer as a person or a company. The appropriate fields will become required.
    Additionally, "COMPANY NAME" is now a column heading near the upper right corner of the CRM > Customers page. Along with that, a "Type*" option, for selecting a Custom type, has been added at the top of the "Basic Customer Details" page.
  • Revel has added 7 additional "Custom" fields to the CRM > Customers > Other Customer Details page. These fields can be used for any additional customer information. If a custom field is given a label, it will display/be editable on the POS, with the corresponding label/content. The custom fields on the CRM details page can be seen in the image below. The values of the fields are configured on Settings > Customer Info page.
    CRM Custom Fields
    Custom_Fields_CRM.png

Discounts

  • Users may now apply discounts to specific order types. To enable this functionality, the "Order Types" field has been added to the Products > Discounts > Discount Details page. Clicking the field will expose a drop down list of all supported order types (Delivery, Eat in, To go, etc). Users can select multiple order types for the discount. If no order type is configured, then the discount is applied to all order types. This is particularly useful for bar owners who want more control of a happy hour discount, who now have the ability to apply the discount to only eat in item, and not to go items.
  • Users may now offer their customers a gift with purchases of a product/item if the customer meets a certain purchase criteria (amount/item). Commonly, a gift with purchase is awarded if a customer spends a certain amount of money. Gifts with purchases are awarded upon pressing pay. They do not compete with other discounts. A "Gift with purchase" discount function type (order level only) has been added to the Products > Discounts page. If this discount type is selected from the drop down menu, all discount settings are configurable except:
    • Advanced Discount Rules (hidden)
    • Barcode field (hidden)
    • Wholesale field (hidden)
    • Qualification Type: "Order" type cannot be changed (read-only)
    • Qualification Subtype: "Product" subtype cannot be changed (read-only)

Employees

  • Users can now assign a starting hourly wage when creating new employees. The "Starting Wage" field has been added to the Employees > Add Employee page to configure the functionality. Users can either enter a wage manually, or by using the arrows in the right hand side of the field.
  • The "Manually Print Payment Receipts" role permission has been added to the Employees > Role Permissions page. This role permission allows users to control which employees can or cannot manually print payment receipts.

EMS

  • The Operations Report is now accessible on the EMS and will display data from multiple establishments when viewed through the EMS.
  • Revel will now enforce min/max product pricing across establishments and on the EMS, ensuring that a product's price fits min/max price range.

End of Day

  • When adding additional steps to their End of Day process, users now have the option to assign that step to a specific day of the week. The new "Day of Week" drop down menu has been added to "EOD Additional Step" fields to configure the functionality. By default, new additional steps will be set to occur "Every Day". To enable an additional step on multiple days, the user will need to add the same step multiple times for the desired number of days, and assign a different "Day of Week" for each one. The image below highlights the new drop down menu.
    End of Day Additional Steps, Day of Week Menu
    eod_additional_step_day_of_week.png
  • For the End of Day (EOD) process, users now have the option to set a reminder (date/time) to run the EOD process. A "Reminder Time" and a "Reminder time by specific day" functionality have been added to the Settings > Advanced Pos Settings > End of Day page. Once configured in the Management Console, a popup will be displayed on the POS, reminding the user to run the EOD process. The "Reminder time by specific day" will override the standard "Reminder Time" setting.
  • For users that perform their end of day settlement on a combination of POS stations, Revel has added a "Filter by Revenue Center" option to the Settings > End of Day page nested inside EOD Report Preferences. If enabled, the EOD wizard print screen on the POS allows printing by Revenue Center. A sample print out of revenue center data can be seen in the image below.
    Revenue Center Printout Sample
    Revenue_Center_Printout.png
  • End of day users can now display open orders on their End of Day Sales Summary reports on the POS. Revel has added an "Include Open Orders" EOD report preference setting to the Advanced Pos Settings > End of Day page to enable the functionality. This will display all open orders including invoice deposits.

Gift Cards

  • Revel now supports LevelUp Gift Cards. An "Enable LevelUp Gift" setting has been added to the Settings > Gift, Rewards and Admin Cards page. If enabled, this option now allows users to activate LevelUp gift cards.

Commercial Accounts

  • House Account Summary Report, also referred to as the "Commercial Account Summary Report", headers will now stay visible as the user scrolls down the report.

INTUIT

  • QuickBooks Online syncs are no longer stopped for updated customer issues in QuickBooks. For example, if a customer is deactivated in Revel, but that same customer has an open balance in QuickBooks, then that customer will not be deactivated in QuickBooks, and the sync will continue. If a customer from Revel fails to transfer to QuickBooks due to deletion of that customer in QuickBooks, the sync will continue.
  • For existing House and Commercial Accounts, all House and Commercial Account adjustments performed in QuickBooks online will now reflect on corresponding Revel and QuickBooks Desktop reports.
  • Revel now supports automatic configuration for Intuits' new product types.

Inventory

  • Revel now allows for users to perform bulk inventory updates through the API. Users can now perform up to 1,000 actions at a time.
  • The Inventory > Transfers page has been redesigned to improve usability during transfer creation. The search bar has been moved to the top left of the page, in order to provide better visibility once items have been added to the transfer. The columns seen on the page have been reorganized and now, when reading left to right, read: Name/SKU/Barcode, Source, Current Inv., Destination, Quantity, Unit, Ing. to Prod, Adjust Cost. Users can now use the Tab key to move between fields when configuring a new transfer. The Unit column is no longer a drop down menu, and is not configurable from the Transfers page. The images below display the new interface seen when adding products to a transfer, and a configured, unsaved transfer.
    New Store Transfer, Add Product
    new_transfer_add_product.png
    New Transfer Page Layout
    new_transfer_unsaved.png
  • Revel has enhanced its inventory management functionality by adding a "Reorder to PAR" field to the following pages:
    • Product page
    • Ingredient page
    • Quick Product Creation page
    • Attach Vendor Item page
    • Product Import/Export
    • Ingredient Import/Export
    • Vendor Items Import/Export
    Additionally, to accommodate the "Reorder to PAR" functionality, Revel has added a "Reorder to PAR" option to the following pages:
    • Products > Reorder to PAR
    • Ingredients > Reorder to PAR
    The "Reorder to PAR" functionality allows store owners to reorder items/products contingent on their par levels (a minimum quantity of a given item that a business must keep in hand). If enabled and if an item's actual quantity falls below the par level, Revel will alert the user (assuming notifications are supported) and then, when the user clicks reorder, that product will be added to the reorder at the quantity required to return the product to par using the difference between the item's current inventory and its reorder qty. For example, if a store owner wants there to be 10/Qty of a certain item/product in stock at all times and it drops to seven, enabling "Reorder to PAR" will prompt for a reorder and the resulting purchase order will be for three units. If this functionality is disabled, Revel will prompt for a reorder using the value set in the Reorder Qty field.
  • If the "Waste Preset Reasons" functionality is configured on the Settings > Inventory Settings page, a drop-down with the waste preset reasons and a remarks dialog box will now appear when the user clicks the damage icon on the Inventory page, as shown in the image below.
    Waste Preset Reasons on the Management Console
    Damage_Preset_Reasons.png

Invoices

  • Customer invoices will now print in the language designated under the "Language package" field on the Settings > Advanced Pos Settings page.

Kiosk

  • Revel has moved the "Additional language packs for Kiosk" setting from Settings > Kiosk to the Settings > Advanced Pos Settings page, and appropriately renamed the setting to "Additional language packs" with updated tip text.
  • For users who wish to control what may be displayed on the kiosk menu after logging in, a "Display entire single category product list" functionality has been added to the Settings > Kiosk page. If this setting is enabled, upon logging in, the menu will now display a single category (name) with its corresponding product/item list. Otherwise, for menus with multiple subcategories, the kiosk will display the first subcategory along with its contents.

Loyalty and Rewards

  • When creating customer records, users may now create loyalty accounts as well. An "Allow Automatic Loyalty Generation" option has been added to the Settings > Gift, Rewards and Admin Cards page. If enabled, this functionality allows the user to select an automatic loyalty generation option based on three choices:
    • Customer Phone
    • Randomly Generated Number (requires input of number length)
    • Manually Input Number (requires input of number length)
    Then, the user will have the option to select a number length for the loyalty number by choosing digit(s) between 5 - 18, with the default being 9.
  • To support the Punchh Loyalty visits program, Revel has added the "Visits rewards description" field on the Settings > Gift, Rewards and Admin Cards page, under the "Punchh Loyalty" settings. Users may input a short label for their visits rewards. Revel has also added a "Visit/card based" and a "Bank dollar rewards" checkbox that allows users to enable visit based and / or bank dollar Punchh loyalty redemptions.

Partners and API Users

  • Revel partners and API users can now create purchase orders using the API. Endpoints have been added for third party integrators to create, receive, and finalize purchase orders. This enhancement also adds modified calls for Product and Ingredient resources that include Vendor and Inventory Unit information.

Payments

  • Revel now allows users to better manage offline payments. Revel has added the following settings to the Settings > Payments > Offline Payments page:
    • "Request customer data when accept payment offline". By default, this functionality is disabled. If enabled, any offline credit card payments will prompt the user to input customer contact information.
    • "Show warning message before approve offline payment". By default, this functionality is enabled. If disabled, the POS will immediately create an offline payment without displaying a warning message.
  • Revel has added a "Prevent adding items to order while pay screen is open" setting to the Settings > Payments page in the Management Console. If enabled, adding an item/product on the POS pay screen will result in a warning prompt.

Products

  • To support users with 2K+ product categories, Revel has added a drop down search window under the Category field on the Quick Create New Product window. This drop down search bar is shown in the image below.
    Quick Create - Category Search Window
    Category_Search_Bar.png
  • Users can now push individual or multiple settings across a large number of products using the new "Copy Details" feature. This is supported both on single establishment menus / product lists, as well as across multiple establishments through the EMS. To copy settings across products, navigate to the Products > Product Details page for the a product to copy settings from. Select and configure the desired fields, then click the "Copy Value(s) to" button in the upper right corner of the Product Details page, highlighted in the image below.
    Copy Details Link, Product Details Page
    Copy_Product_Values.png

    After clicking Copy Value, the user will be taken to the new Copy Details page, displayed in the image below. Use the product tree on the right to choose which products the settings will be copied to. The white box in the upper left hand corner of the page displays the values which will be copied. Clicking save will finalize the changes.

    Copy Details To Page
    Copy_Details_to.png

    If there are errors copying over product details, a message prompt accompanied with a link will appear in the upper portion of the screen. Clicking the link will take the user to a page with a list of corresponding errors.

Purchase Orders

  • Users can now add items to a Purchase Order more efficiently. To do this, the search window used to add items on the Purchase Order page will now remain open after an item/product/ingredient is added to the Purchase Order, as shown in the image below.
    Adding items to a Purchase Order
    PO_Search_Window.png

Receipts and Printing

  • Revel now supports international characters on the Zebra LP 2824 Plus printer.

Reports

  • Revel has modified the Customers Orders' report, and now "Orders Information" will export information for the following additional fields:
    • Company ID
    • Phone Number
    • Address
    • Total order amounts
    • Birthday
    • Notes
  • The Gift Transactions Report now provides more information about gift card related actions. When a gift card is now created, the report will display the action as a "Created" Action Type. When an existing gift card balance is now adjusted, the "Gift Transactions" report will display the action as an "Amount Adjust" Action Type. Gift card "Creations" or "Adjustments" are done either automatically, "Automated", or manually, "Manual". The changes to the report can be seen in the image below.
    Gift Transactions report
    Gift_Transactions_Report.png
  • The "Product Mix" report now supports PDF type export for the Mozilla Firefox browser.
  • The "Order History" and "Discounts and Voids" reports will now display employee names in the "Created by" fields instead of usernames.
  • The Gift Cards/Store Credit report has been separated into the following two reports:
    • Gift Cards report
    • Store Credit Cards report
  • Revel has developed and implemented a Services Performed report to provide better tracking of services data. On the left side of the report, the service provided, the service provider (Employee) who performed the service, and the order ID number for that service are displayed. The created date / time is also displayed next to the order ID. The order number is hyper-linked, and clicking on that number will navigate the user to the Order History Report for that specific order. The left side of the report can be grouped By Service or By Employee. The right side of the report has columns for the number of times a service was performed during the selected time period (Qty), the total sales that resulted from a service (Sales Total), the total tips that were recorded for a service (Tips), and the total amount of commission that were recorded as a result of that service (Commissions).
    Services Performed Report
    Services_Performed_Report.png
  • The "Quantity" column of entries on the Customer Order Items Report now displays the weight of the product sold if that product its sold by weight.
  • The report headers, the time range is now able to be shown in AM/PM format.
    Report Headers, AM/PM Time Format
    reports_am_pm_headers.png
  • Revel has added a "Total Invoices" column to the "Establishment Payments" report, which can be seen in the image below. The "Total Invoices" column shows the total number of invoices created on the POS for an establishment.
    Total Invoices Column
    Total_Invoices.png
  • Revel has added an "Expanded" export option in the upper right corner of the Speed of Service report. Clicking on either the"CSV” or “Excel" links will export a detailed version of the Speed of Service report with the following additional columns:
    • Order ID
    • Employee
    • Start Time
    • KDS Complete
    • Expedite Complete
    Expanded Export for Speed of Service Report
    Expanded_Option_SOS_Report.png
  • Revel has added a "Type" column to the "Item Discounts" and "Order Discounts" sections of the Discount and Voids report, to help identify the type of discount applied to an order. The column displays whether the discount is a Manual, Standard, Gift, Loyalty, or Customer discount.
    Discount Report, Type Column
    discount_report_type_column.png
  • Clicking the following headings/subheadings nested inside the Operations report will now take users to the following pages:
    • Sales by Class will navigate to the Product Mix report
    • Gross Product Sales will navigate to the Sales Summary report
    • Discounts will navigate to Item Discounts section on the Discounts and Voids report
    • Net Sales will navigate to the Sales Summary report
    • Taxes will navigate to the Tax report
    • Liabilities will navigate to the Sales Summary report
    • Payments against House Accounts will navigate to the House Account Summary report
    • Tips will navigate to the Sales Summary report
    • Adjustments will navigate to the Sales Summary report
    • Payments will navigate to the Payment Summary report
    • Cash Summary will navigate to the Tills report
    • Service Performance will navigate to the Sales Summary report
    • Labor will navigate to the Labor report
    • Discounts will navigate to Item Discounts section on the Discounts and Voids report
    • Voids and Comps will navigate to Voids (Returns) section on the Discounts and Voids report
  • The payments table on the Operations report has been reformatted and now features a total at the bottom of each column.
    Operations Report Grand Total Row
    Operations_Grand_Total.png
  • The Labor Report can now be exported using the newly added export options (PDF, CSV, Excel) in the upper right corner of the report. Additionally, users can email the Labor Report daily by configuring the new "Daily Labor Report" fields on the Settings > Email Address page, as shown in the image below.
    Email Address for Daily Labor Report
    Labor_Daily_Report.png
  • The Vendor Invoice / Receipt Report can now be sorted and viewed by Items and Vendor Invoice numbers. The views are selected via the drop down menu next to the date/time period drop down menu.
  • Any instance of a Product price being changed as a result of Percent Markup will now be logged in the "Action Log" report as a "Products apply percent markup" change, as shown in the image below.
    Percent Markup in Action Log
    Percent_Markup_Action_Log.png
  • House Accounts payment/adjustment remarks will now appear on the House Accounts Summary report below the corresponding payment/adjustment number, as shown in the image below.
    House Account Remarks
    House_Account_Remarks.png
  • Revel has added an "Export" option in the upper right portion of the Vendor Invoice / Receipt report. Clicking "Export" will export an XLSX file to the user's computer.
    Export Option on Vendor Invoice / Receipt Report
    Vendor_Invoice_Export.png

Retail

  • Retail users are now able to add a percentage-based mark up to their products, which can then be automatically calculated by the system. The "Percent Markup" option has been added to the Settings > Retail Settings page to enable the functionality. This is a staff only setting so users will need to contact Revel to enable it. Once enabled, the "Percent Markup" field will appear on the Products > Product Details page for products, located in the Advanced Product Details / Retail Options. The number entered in this field will be used by the system to automatically calculate product prices based on the cost of the product.

Updated User Interface

  • The Products > Product Attributes page has been updated to the EMS user interface style. Product Attributes are now supported on the EMS and can be fully permissioned. The new interface can been seen in the image below.
    Product Attributes, New Interface Style
    product_attributes_ems_ui.png
  • Users now have the option to display their Establishments (nodes and groups) in the Hierarchy Tree alphabetically by establishment name, or sequentially by establishment number. Revel has also added a search bar for users to search for and located specific establishments more efficiently.
  • TheSettings page now includes a "Clear Selections" option right next to the search bar in the upper left corner of the page. Clicking this option will allow users to clear all preselected (default) or selected settings. If users then make changes on the Settings page, a "Clear Unaffected Values" option will appear below "Select Desired Values to Push", replacing the "View Changed Settings Only" checkbox. Much like checking the "View Changed Settings Only" checkbox, clicking this option will remove all unaffected changes. These new options can be seen in the image below.
    "Clear Selections" & "Clear Unaffected Values" Options
    Settings_Page_Clear_Selections%2B.png
  • The Error 404 page has been updated to appear consistent with other error pages. The new Error 404 page can be seen in the image below.
    Error 404 Page
    404_Error_Message.png
  • A warning message will now be displayed if the user clicks the red trash can icon in the upper right corner of the Establishment > Tables > Layout View page, when attempting to delete a table layout section. The warning message can be seen in the image below.
    Warning Message - Deleting Table Section
    Tables_Layout_Warning_Message.png
  • The "Latitude" and "Longitude" fields on the Establishment > Establishment page are now staff-only settings and are hidden to Revel customers.
  • Users will now change the language display of the Management Console by selecting a translation package using the drop-down menu located in the upper right corner of the screen, as shown in the image below.
    Language Pack on Management Console
    Management_Console_Language_Pack.png
  • Revel has enhanced the "Select Establishment(s)" hierarchy tree to include a search field, and an option to toggle the establishment list order alphabetically or by establishment number.
    Select Establishment Search Window
    Select_Estab.png

Fuel Wetstock Management

  • The "Hose" column has been added to the Wetstock Comparison Report to help identify hoses on the same pump using the same fuel grade.
  • The Wetstock Variance % will now be calculated as the value in the Variance (vol) column divided by (/) the value in the Sales column for the Reconciliation Report located in the Inventory > Wetstock > Wetstock Report.

Management Console Enhancements for Restaurants


Contents: Management Console Enhancements for Restaurants

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 Messaging Method
    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.
  • Revel has made the following additions to the CRM > Campaigns page:
    • Search bar in the upper right corner of the page (search by name)
    • An Active/Inactive filter
    • "ACTIVE" column which allows users to activate/deactivate a campaign. Clicking the box on an active campaign allows users to deactivate a running campaign. Clicking the box on an inactivate campaign allows users to activate a campaign by setting a new expiration date.

CRM

  • Users who do business with other companies may now create a customer profile using the name of the company. A "Customer Type" functionality has been added to the Settings > Customer Info page in the Management Console. When configuring this setting in the Management Console, users may select one of three options from the "Customer Type" field:
    • Individual: if selected, "First Name" and "Last Name" fields will be required fields, and the "Company Name" field will be optional
    • Company: if selected, "Company Name" field will be a required field, while "First Name" and "Last Name" fields will be optional
    • Company or Individual: if selected, The user may choose to type a customer as a person or a company. The appropriate fields will become required.
  • Additionally, "COMPANY NAME" is now a column heading near the upper right corner of the CRM > Customers page. Along with that, a "Type*" option, for selecting a Custom type, has been added at the top of the "Basic Customer Details" page.
  • Revel has added 7 additional "Custom" fields to the CRM > Customers > Other Customer Details page. These fields can be used for any additional customer information. If a custom field is given a label, it will display/be editable on the POS, with the corresponding label/content. The custom fields on the CRM details page can be seen in the image below. The values of the fields are configured on Settings > Customer Info page.
  • CRM Custom Fields
    Custom_Fields_CRM.png

Discounts

  • Users may now apply discounts to specific order types. To enable this functionality, the "Order Types" field has been added to the Products > Discounts > Discount Details page. Clicking the field will expose a drop down list of all supported order types (Delivery, Eat in, To go, etc). Users can select multiple order types for the discount. If no order type is configured, then the discount is applied to all order types. This is particularly useful for bar owners who want more control of a happy hour discount, who now have the ability to apply the discount to only eat in item, and not to go items.
  • Users may now offer their customers a gift with purchases of a product/item if the customer meets a certain purchase criteria (amount/item). Commonly, a gift with purchase is awarded if a customer spends a certain amount of money. Gifts with purchases are awarded upon pressing pay. They do not compete with other discounts. A "Gift with purchase" discount function type (order level only) has been added to the Products > Discounts page. If this discount type is selected from the drop down menu, all discount settings are configurable except:
    • Advanced Discount Rules (hidden)
    • Barcode field (hidden)
    • Wholesale field (hidden)
    • Qualification Type: "Order" type cannot be changed (read-only)
    • Qualification Subtype: "Product" subtype cannot be changed (read-only)

Employees

  • Users can now assign a starting hourly wage when creating new employees. The "Starting Wage" field has been added to the Employees > Add Employee page to configure the functionality. Users can either enter a wage manually, or by using the arrows in the right hand side of the field.
  • The "Manually Print Payment Receipts" role permission has been added to the Employees > Role Permissions page. This role permission allows users to control which employees can or cannot manually print payment receipts.

EMS

  • The Operations Report is now accessible on the EMS and will display data from multiple establishments when viewed through the EMS.
  • Revel will now enforce min/max product pricing across establishments and on the EMS, ensuring that a product's price fits min/max price range.

End of Day

  • When adding additional steps to their End of Day process, users now have the option to assign that step to a specific day of the week. The new "Day of Week" drop down menu has been added to "EOD Additional Step" fields to configure the functionality. By default, new additional steps will be set to occur "Every Day". To enable an additional step on multiple days, the user will need to add the same step multiple times for the desired number of days, and assign a different "Day of Week" for each one. The image below highlights the new drop down menu.
    End of Day Additional Steps, Day of Week Menu
    eod_additional_step_day_of_week.png
  • For the End of Day (EOD) process, users now have the option to set a reminder (date/time) to run the EOD process. A "Reminder Time" and a "Reminder time by specific day" functionality have been added to the Settings > Advanced Pos Settings > End of Day page. Once configured in the Management Console, a popup will be displayed on the POS, reminding the user to run the EOD process. The "Reminder time by specific day" will override the standard "Reminder Time" setting.
  • For users that perform their end of day settlement on a combination of POS stations, Revel has added a "Filter by Revenue Center" option to the Settings > End of Day page nested inside EOD Report Preferences. If enabled, the EOD wizard print screen on the POS allows printing by Revenue Center. A sample print out of revenue center data can be seen in the image below.
    Revenue Center Printout Sample
    Revenue_Center_Printout.png
  • End of day users can now display open orders on their End of Day Sales Summary reports on the POS. Revel has added an "Include Open Orders" EOD report preference setting to the Advanced Pos Settings > End of Day page to enable the functionality. This will display all open orders including invoice deposits.

Gift Cards

  • Revel now supports LevelUp Gift Cards. An "Enable LevelUp Gift" setting has been added to the Settings > Gift, Rewards and Admin Cards page. If enabled, this option now allows users to activate LevelUp gift cards.

House Accounts

  • House Account Summary Report headers will now stay visible as the user scrolls down the report.

INTUIT

  • QuickBooks Online syncs are no longer stopped for updated customer issues in QuickBooks. For example, if a customer is deactivated in Revel, but that same customer has an open balance in QuickBooks, then that customer will not be deactivated in QuickBooks, and the sync will continue. If a customer from Revel fails to transfer to QuickBooks due to deletion of that customer in QuickBooks, the sync will continue.
  • For existing House and Commercial Accounts, all House and Commercial Account adjustments performed in QuickBooks online will now reflect on corresponding Revel and QuickBooks Desktop reports.
  • Revel now supports automatic configuration for Intuits' new product types.

Inventory

  • Revel now allows for users to perform bulk inventory updates through the API. Users can now perform up to 1,000 actions at a time.
  • The Inventory > Transfers page has been redesigned to improve usability during transfer creation. The search bar has been moved to the top left of the page, in order to provide better visibility once items have been added to the transfer. The columns seen on the page have been reorganized and now, when reading left to right, read: Name/SKU/Barcode, Source, Current Inv., Destination, Quantity, Unit, Ing. to Prod, Adjust Cost. Users can now use the Tab key to move between fields when configuring a new transfer. The Unit column is no longer a drop down menu, and is not configurable from the Transfers page. The images below display the new interface seen when adding products to a transfer, and a configured, unsaved transfer.
    New Store Transfer, Add Product
    new_transfer_add_product.png
    New Transfer Page Layout
    new_transfer_unsaved.png
  • Revel has enhanced its inventory management functionality by adding a "Reorder to PAR" field to the following pages:
    • Product page
    • Ingredient page
    • Quick Product Creation page
    • Attach Vendor Item page
    • Product Import/Export
    • Ingredient Import/Export
    • Vendor Items Import/Export
    Additionally, to accommodate the "Reorder to PAR" functionality, Revel has added a "Reorder to PAR" option to the following pages:
    • Products > Reorder to PAR
    • Ingredients > Reorder to PAR
    The "Reorder to PAR" functionality allows store owners to reorder items/products contingent on their par levels (a minimum quantity of a given item that a business must keep in hand). If enabled and if an item's actual quantity falls below the par level, Revel will alert the user (assuming notifications are supported) and then, when the user clicks reorder, that product will be added to the reorder at the quantity required to return the product to par using the difference between the item's current inventory and its reorder qty. For example, if a store owner wants there to be 10/Qty of a certain item/product in stock at all times and it drops to seven, enabling "Reorder to PAR" will prompt for a reorder and the resulting purchase order will be for three units. If this functionality is disabled, Revel will prompt for a reorder using the value set in the Reorder Qty field.
  • If the "Waste Preset Reasons" functionality is configured on the Settings > Inventory Settings page, a drop-down with the waste preset reasons and a remarks dialog box will now appear when the user clicks the damage icon on the Inventory page, as shown in the image below.
    Waste Preset Reasons on the Management Console
    Damage_Preset_Reasons.png

Invoices

  • Customer invoices will now print in the language designated under the "Language package" field on the Settings > Advanced Pos Settings page.

Item Tracking

  • Users can now import templates into their Item Tracking Reports. This is ideal for users with multiple establishments, as they can now export a particular tracking set from one establishment and import the data into Item Track Reports on other establishments. The "Import: XLS" option has been added to the top right of the Reports > Item Tracking Reports page. Clicking on the hyper-linked "XLS" option brings users to the new Reports > Item Tracking > Import page.

    The page consists of two windows: "Item Tracking: Prepare For Import" and "Item Tracking: Import". The "Prepare For Import" window allows users to export and empty template, so that they can populate it with their own data and re-import, or export a previously saved template. The "Import" window allows users to import a new template, or update an existing one. The new import page can be seen in the image below.

    Item Tracking Import Templates
    item_tracking_import_templates.png

Kiosk

  • Revel has moved the "Additional language packs for Kiosk" setting from Settings > Kiosk to the Settings > Advanced Pos Settings page, and appropriately renamed the setting to "Additional language packs" with updated tip text.
  • For users who wish to control what may be displayed on the kiosk menu after logging in, a "Display entire single category product list" functionality has been added to the Settings > Kiosk page. If this setting is enabled, upon logging in, the menu will now display a single category (name) with its corresponding product/item list. Otherwise, for menus with multiple subcategories, the kiosk will display the first subcategory along with its contents.

Loyalty and Rewards

  • When creating customer records, users may now create loyalty accounts as well. An "Allow Automatic Loyalty Generation" option has been added to the Settings > Gift, Rewards and Admin Cards page. If enabled, this functionality allows the user to select an automatic loyalty generation option based on three choices:
    • Customer Phone
    • Randomly Generated Number (requires input of number length)
    • Manually Input Number (requires input of number length)
    Then, the user will have the option to select a number length for the loyalty number by choosing digit(s) between 5 - 18, with the default being 9.
  • To support the Punchh Loyalty visits program, Revel has added the "Visits rewards description" field on the Settings > Gift, Rewards and Admin Cards page, under the "Punchh Loyalty" settings. Users may input a short label for their visits rewards. Revel has also added a "Visit/card based" and a "Bank dollar rewards" checkbox that allows users to enable visit based and / or bank dollar Punchh loyalty redemptions.

Modifiers

  • Users now have the ability to control which modifier class(es) can be split. This is controlled at the Modifier Class level, via "Allow Split Modifiers" on the Products > Modifiers > Modifier Class Details page. It is enabled by default allowing any modifier in the class to be split. This is supported across all mobile and web platforms.

Partners and API Users

  • Revel partners and API users can now create purchase orders using the API. Endpoints have been added for third party integrators to create, receive, and finalize purchase orders. This enhancement also adds modified calls for Product and Ingredient resources that include Vendor and Inventory Unit information.

Payments

  • Users of Zapper payments, can now control the suggested tip percentage using selecting a predefined tip value from "Suggested tip percentage" drop-down list, as shown in the image below.
    Zapper Suggested Tip Percentage Setting
    Zapper_Suggested_Tip.png
  • Revel now allows users to better manage offline payments. Revel has added the following settings to the Settings > Payments > Offline Payments page:
    • "Request customer data when accept payment offline". By default, this functionality is disabled. If enabled, any offline credit card payments will prompt the user to input customer contact information.
    • "Show warning message before approve offline payment". By default, this functionality is enabled. If disabled, the POS will immediately create an offline payment without displaying a warning message.
  • Revel has added a "Prevent adding items to order while pay screen is open" setting to the Settings > Payments page in the Management Console. If enabled, adding an item/product on the POS pay screen will result in a warning prompt.

Products

  • To support users with 2K+ product categories, Revel has added a drop down search window under the Category field on the Quick Create New Product window. This drop down search bar is shown in the image below.
    Quick Create - Category Search Window
    Category_Search_Bar.png
  • Users can now push individual or multiple settings across a large number of products using the new "Copy Details" feature. This is supported both on single establishment menus / product lists, as well as across multiple establishments through the EMS. To copy settings across products, navigate to the Products > Product Details page for the a product to copy settings from. Select and configure the desired fields, then click the "Copy Value(s) to" button in the upper right corner of the Product Details page, highlighted in the image below.
    Copy Details Link, Product Details Page
    Copy_Product_Values.png

    After clicking Copy Value, the user will be taken to the new Copy Details page, displayed in the image below. Use the product tree on the right to choose which products the settings will be copied to. The white box in the upper left hand corner of the page displays the values which will be copied. Clicking save will finalize the changes.

    Copy Details To Page
    Copy_Details_to.png

    If there are errors copying over product details, a message prompt accompanied with a link will appear in the upper portion of the screen. Clicking the link will take the user to a page with a list of corresponding errors.

Purchase Orders

  • Users can now add items to a Purchase Order more efficiently. To do this, the search window used to add items on the Purchase Order page will now remain open after an item/product/ingredient is added to the Purchase Order, as shown in the image below.
    Adding items to a Purchase Order
    PO_Search_Window.png

Receipts and Printing

  • Revel has moved the "Auto gratuity label" option from the Settings > Table Service Settings page to the Settings > Receipts page below the "Print tip lines on guest check" option. This is in response to the fact that automated pre-tipping is now supported for web ordering. This defines the label for auto gratuity as it is shown on receipts. If left blank, the system will create a default label. When customers pre-tip on web orders, that amount is shown under this label.
  • Revel now supports international characters on the Zebra LP 2824 Plus printer.

Reports

  • Revel has modified the Customers Orders' report, and now "Orders Information" will export information for the following additional fields:
    • Company ID
    • Phone Number
    • Address
    • Total order amounts
    • Birthday
    • Notes
  • The Gift Transactions Report now provides more information about gift card related actions. When a gift card is now created, the report will display the action as a "Created" Action Type. When an existing gift card balance is now adjusted, the "Gift Transactions" report will display the action as an "Amount Adjust" Action Type. Gift card "Creations" or "Adjustments" are done either automatically, "Automated", or manually, "Manual". The changes to the report can be seen in the image below.
    Gift Transactions report
    Gift_Transactions_Report.png
  • The "Product Mix" report now supports PDF type export for the Mozilla Firefox browser.
  • The "Order History" and "Discounts and Voids" reports will now display employee names in the "Created by" fields instead of usernames.
  • The Gift Cards/Store Credit report has been separated into the following two reports:
    • Gift Cards report
    • Store Credit Cards report
  • Revel has developed and implemented a Services Performed report to provide better tracking of services data. On the left side of the report, the service provided, the service provider (Employee) who performed the service, and the order ID number for that service are displayed. The created date / time is also displayed next to the order ID. The order number is hyper-linked, and clicking on that number will navigate the user to the Order History Report for that specific order.

    The left side of the report can be grouped By Service or By Employee

    The right side of the report has columns for the number of times a service was performed during the selected time period (Qty), the total sales that resulted from a service (Sales Total), the total tips that were recorded for a service (Tips), and the total amount of commission that were recorded as a result of that service (Commissions).

    Serves Performed Report
    Services_Performed_Report.png
  • The "Quantity" column of entries on the Customer Order Items Report now displays the weight of the product sold if that product its sold by weight.
  • The report headers, the time range is now able to be shown in AM/PM format.
    Report Headers, AM/PM Time Format
    reports_am_pm_headers.png
  • Revel has added a "Total Invoices" column to the "Establishment Payments" report, which can be seen in the image below. The "Total Invoices" column shows the total number of invoices created on the POS for an establishment.
    Total Invoices Column
    Total_Invoices.png
  • Revel has added an "Expanded" export option in the upper right corner of the Speed of Service report. Clicking on either the"CSV” or “Excel" links will export a detailed version of the Speed of Service report with the following additional columns:
    • Order ID
    • Employee
    • Start Time
    • KDS Complete
    • Expedite Complete
    Expanded Export for Speed of Service Report
    Expanded_Option_SOS_Report.png
  • Revel has added a "Type" column to the "Item Discounts" and "Order Discounts" sections of the Discount and Voids report, to help identify the type of discount applied to an order. The column displays whether the discount is a Manual, Standard, Gift, Loyalty, or Customer discount.
    Discount Report, Type Column
    discount_report_type_column.png
  • Clicking the following headings/subheadings nested inside the Operations report will now take users to the following pages:
    • Sales by Class will navigate to the Product Mix report
    • Gross Product Sales will navigate to the Sales Summary report
    • Discounts will navigate to Item Discounts section on the Discounts and Voids report
    • Net Sales will navigate to the Sales Summary report
    • Taxes will navigate to the Tax report
    • Liabilities will navigate to the Sales Summary report
    • Payments against House Accounts will navigate to the House Account Summary report
    • Tips will navigate to the Sales Summary report
    • Adjustments will navigate to the Sales Summary report
    • Payments will navigate to the Payment Summary report
    • Cash Summary will navigate to the Tills report
    • Service Performance will navigate to the Sales Summary report
    • Labor will navigate to the Labor report
    • Discounts will navigate to Item Discounts section on the Discounts and Voids report
    • Voids and Comps will navigate to Voids (Returns) section on the Discounts and Voids report
  • The payments table on the Operations report has been reformatted and now features a total at the bottom of each column.
    Operations Report Grand Total Row
    Operations_Grand_Total.png
  • The Labor Report can now be exported using the newly added export options (PDF, CSV, Excel) in the upper right corner of the report. Additionally, users can email the Labor Report daily by configuring the new "Daily Labor Report" fields on the Settings > Email Address page, as shown in the image below.
    Email Address for Labor Report
    Labor_Daily_Report.png
  • The Vendor Invoice / Receipt Report can now be sorted and viewed by Items and Vendor Invoice numbers. The views are selected via the drop down menu next to the date/time period drop down menu.
  • Any instance of a Percent Markup performed on the POS will now be logged in the "Action Log" report as a "Products apply percent markup" criteria, as shown in the image below.
    Percent Markup in Action Log
    Percent_Markup_Action_Log.png
  • House Accounts payment/adjustment remarks will now appear on the House Accounts Summary report below the corresponding payment/adjustment number, as shown in the image below.
    House Account Remarks
    House_Account_Remarks.png
  • Revel has added an "Export" option in the upper right portion of the Vendor Invoice / Receipt report. Clicking "Export" will export an XLSX file to the user's computer.
    Export Option on Vendor Invoice / Receipt Report
    Vendor_Invoice_Export.png

Updated User Interface

  • The Products > Product Attributes page has been updated to the EMS user interface style. Product Attributes are now supported on the EMS and can be fully permissioned. The new interface can been seen in the image below.
    Product Attributes, New Interface Style
    product_attributes_ems_ui.png
  • Users now have the option to display their Establishments (nodes and groups) in the Hierarchy Tree alphabetically by establishment name, or sequentially by establishment number. Revel has also added a search bar for users to search for and located specific establishments more efficiently.
  • TheSettings page now includes a "Clear Selections" option right next to the search bar in the upper left corner of the page. Clicking this option will allow users to clear all preselected (default) or selected settings. If users then make changes on the Settings page, a "Clear Unaffected Values" option will appear below "Select Desired Values to Push", replacing the "View Changed Settings Only" checkbox. Much like checking the "View Changed Settings Only" checkbox, clicking this option will remove all unaffected changes. These new options can be seen in the image below.
    "Clear Selections" & "Clear Unaffected Values" Options
    Settings_Page_Clear_Selections%2B.png
  • The Error 404 page has been updated to appear consistent with other error pages. The new Error 404 page can be seen in the image below.
    Error 404 Page
    404_Error_Message.png
  • A warning message will now be displayed if the user clicks the red trash can icon in the upper right corner of the Establishment > Tables > Layout View page, when attempting to delete a table layout section. The warning message can be seen in the image below.
    Warning Message - Deleting Table Section
    Tables_Layout_Warning_Message.png
  • The "Latitude" and "Longitude" fields on the Establishment > Establishment page are now staff-only settings and are hidden to Revel customers.
  • Users will now change the language display of the Management Console by selecting a translation package using the drop-down menu located in the upper right corner of the screen, as shown in the image below.
    Language Pack Drop Down List
    Management_Console_Language_Pack.png
  • Revel has enhanced the "Select Establishment(s)" hierarchy tree to include a search field, and an option to toggle the establishment list order alphabetically or by establishment number.
    Select Estab. Search Window
    Select_Estab.png

iPad POS Enhancements for Retail Establishments


Contents: iPad POS Enhancements for Retail Establishments

Appointments

  • Revel has added a way for users to distinguish whether an appointment is confirmed or unconfirmed. An "!" icon has been added in the lower right corner of each unconfirmed appointment entry which alerts the user to the fact that a reservation is unconfirmed. The icon can be seen in the image below.
    Unconfirmed Appointment Icon
    appt_unconfirmed.png

CDS

  • "Enable CIS data" functionality is now supported on the Customer Display System. When the "Enable CIS data" setting (staff only) is enabled, and when a repeat customer selects for their receipt to be emailed, the CDS will prompt them to enter the email address attached to their credit card number. The CDS will auto-populate the email field with their linked email address.

CRM

  • Establishments who do business with other companies may now create a customer profile using the name of the company. A "Customer Type" functionality has been added to the Settings > Customer Info page in the Management Console. Depending on the setting choices made on the Management Console, users will choose whether a customer is a person or a company. Individuals require a first and last name. Companies require a company name. Once configured in the Management Console, the customer type functionality will appear on the POS as shown in the image below.
    Create Customer using Customer Name or Company Name
    Edit_Customer_Company_Customer.png

Customers

  • When entering new customers, the POS now automatically copies the entered phone number to the phone number field for the customer address. This allows the phone number to be automatically applied to delivery orders and removes the need for manual entry when placing a delivery order with new customers.
  • Users that have the "Enforce Customer Uniqueness" and "Customer Filtering by Establishment" enabled can now search the Cloud for customer information from other establishments. When the searching by the uniqueness requirement, the POS will filter by its local search results first. When it does not get any results from a local search, the "Search Server" options appears below the search bar, as shown in the image below. Tapping the option will initiate the server search. There is also the "Automate Server Search" option under Customer Info settings on the Management Console. If enabled, the POS will search the CRM server automatically, provided no matches are found locally. Automating the server search will require more network bandwidth.
    Customer Screen, Server Search Option
    customer_server_search.png

    If only one result is found, it will be linked to the establishment automatically and the "Edit Customer" screen for that customer will be shown automatically. If multiple results are found they will be listed. Users must input at least six characters to bring up the "Search Server" option, or the user will receive an error, as shown in the image below.

    Server Search Error Message
    customer_server_search_error.png

Delivery Management

  • The Delivery Management Console will now recognize customer delivery / shipping address assigned to orders during order creation as the primary delivery address for that order, rather than referring to any saved delivery address from customer profiles.

Discounts

  • Users may now offer their customers a gift with the purchase of a product/item, if the customer meets the purchase criteria (amount/item). Commonly, a gift with purchase is awarded if a customer spends a certain amount of money. Gifts with purchases are awarded upon pressing pay. They do not compete with other discounts. A "Gift with purchase" discount function type (order level only) has been added to the Products > Discounts page. If this discount type is selected from the drop down menu, all discount settings are configurable except:
    • Advanced Discount Rules (hidden)
    • Barcode field (hidden)
    • Wholesale field (hidden)
    • Qualification Type: "Order" type cannot be changed (read-only)
    • Qualification Subtype: "Product" subtype cannot be changed (read-only)
  • Once configured in the Management Console, Gift with Purchase discount will appear on the POS as shown in the image below.

    Gift with Purchase on the POS
    Gift_With_Purchase.png

End of Day

  • For the End of Day (EOD) process, users will now have the option to set a reminder (date/time) to run the EOD process. A "Reminder Time" and "Reminder time by specific day" functionalities have both been added to the Settings > Advanced Pos Settings > End of Day page in the Management Console. The "Reminder time by specific day" will override the standard "Reminder Time" setting. Once configured in the Management Console, the reminder message will be displayed in the red bar at the bottom of the POS, reminding the user to run the EOD process.
  • For users with synced child and main POS terminals, the main terminal now auto-logs out and refreshes along with the child POS terminal, after the End of Day process is complete.

Fiscal Printer Users

  • For Poland fiscal printers, the POS will no longer print fiscal receipts if the order totals zero.
  • For establishments in Lithuania, the Lithuanian fiscal APP will now allow users to modify orders before they are sent to the kitchen (i.e. hold order, send order, print guest check, or selected the PAY button).
  • To comply with EU regulations in fiscal countries, if a user now prints a non-fiscal invoice for an item/product, that item/product will become non-returnable; meaning, that it can no longer be voided, returned, or exchanged.
  • Given that certain fiscal devices require that taxes have fiscal rates linked to them, an "Enable fiscal rates" (staff-only) functionality has been added to the Settings > Advanced Pos Settings page. If the setting is enabled, users will have the option to select fiscal rates for taxes or skip fiscal print completely. Additionally, if enabled, a new drop down list "Fiscal rate" appears on the Products > Taxes > Individual Taxes > Tax Details page with three options to choose from:
    • Skip fiscal print (selected by default)
    • GST
    • QST
    This functionality complies with fiscal requirements in the EU.
  • Lithuania fiscal printer now supports the following Customizable Payment Type:
    • Mokejimas 3, for cash and credit (on receipt and Z Report)
  • For Poland fiscal printers, The POS will now pull customer information from the CRM and push it over to the customer fields on the fiscal invoices/receipts.
  • Given that particular products may be non-fiscal, users may now set the fiscal printer to skip the fiscal print for non-fiscal products on the fiscal receipt/invoice. This is done by enabling the "Enable fiscal rates" setting on the Settings > Advanced Pos Settings page in the Management Console. Once enabled, users may create a separate tax group, such as "Skip Fiscal Print", and assign the non fiscal products to the tax group.
  • Revel has added the option to printout a fiscal invoice or a fiscal receipt with a Tax ID. When the user taps "Pay", in addition to other preset payments options, the following two options will now appear on the payment window: "Fiscal Invoice" and "Tax ID". These newly added buttons are only enabled if the active fiscal printer supports the printing of these documents. When either of the buttons are selected, they will appear highlighted until the user cancels it by tapping them again or by making another choice. Tapping "Done" will then print the selected document; this is done to be compatible with the printing of fiscal receipts. Tapping "Tax ID" will open up a window to select a customer. If a customer is not chosen, the Tax ID option is considered unselected.
  • Revel now supports sequential numbering of receipts that show a monetary movement. These are: fiscal sale receipt, non fiscal sale receipt, refund receipt, and credit card receipt.
  • Users can now reprint a fiscal invoice from the POS by doing the following:
    • Search for the original invoice using the Documents Storage by TaxID and Date/or SiteID
    • Recall the order and confirm
    • Select one of two options: “Duplicate and a Copy” or “Copy Only"
      • The duplicate is printed for customers and marked as “Duplicate”, along with a new issue date and is then stored in the Documents Storage
      • The copy is printed for the establishment and marked as “Copy", along with a new issue date and is then stored in the Documents Storage

Insights by Revel

  • It is now possible to download and install both Insights by Revel and Revel POS applications on the iPhone.

INTUIT

  • For payments made using the Intuit payment processor, the POS will now use a new Batch ID for each day. A new day is based on the reporting day settings, i.e. the day/time selected in the "Day start" field on the Settings > Reports page in the Management Console.
  • The POS now sends a new variable Batch ID to the Intuit Payment Processor whenever it creates a new payment on the processor. Revel has now changed the batch processing to be congruent with the Establishment reporting time, typically around 3:00AM. Clients should note that this is the time their batch will now process for Intuit Payment Processor payments.

Kiosk

  • Revel now supports kiosk reward card entry via blue tooth scanner.

Loyalty and Rewards

  • When creating customer records, users may now automatically create loyalty accounts as well. An "Allow Automatic Loyalty Generation" option has been added to the Settings > Gift, Rewards and Admin Cards page. If enabled, this functionality allows the user to select an automatic loyalty generation option based on three choices:
    • Customer Phone
    • Randomly Generated Number (requires input of number length)
    • Manually Input Number (requires input of number length)
    Then, the user will have the option to select a length for the loyalty number by choosing digit(s) between 5 - 18, with the default being 9. Once configured in the Management Console, it will appear on the POS as shown in the image below.
    Allow Automatic Loyalty Generation
    Automatic_Loyalty_Generation.png
  • If purchase rewards are enabled, products created on the POS will now be eligible for purchase rewards. If purchase rewards are enabled this will be true by default.
  • Revel has added a "Cash Back" rewards feature to the POS. For this feature to work, the following settings must be configured in the Management Console:
    • Enable the "Cash Back Rewards" functionality on the Settings > Gift, Rewards and Admin Cards > Loyalty page.
    • In the "Reward Label" field, enter in a label for the cash back rewards program, which will appear on the POS, i.e. "Cash Back Rewards".
    • Set a dollar value, which will be used to determine how many dollars customers earn back as discount per rewards point. For example, if the amount is 0.01, then each point is worth one cent and 100 points will be worth $1.00 off.
    • The type of program(s) the Cash back rewards will support:
      • Visits
      • Purchases
      • Items
      • Pooled
    Cash-back Settings
    Cash_Back_Settings.png

    Once the Cash Back settings are configured in the Management Console, the Cash Back Rewards will function on the POS as such:

    • Create a Revel rewards card by tapping Settings > Rewards Card > Create Reward Card. Link the rewards card to a customer.
    • Attach a customer to the order. Then, add an item/product to the order. Tap "Pay" to complete the order. A "Redeem Points" popup window will appear. The customer has accrued cash back reward points which they may use against their next purchase.
    • During the customers next visit, on the payment screen, tapping Pay > Redeem Points will open up a "Rewards Available" window on which the user may select the "Cash back rewards" option. Tapping "Apply" will apply the cash back reward points to the order, as shown in the images below.
      Cash-back on the POS
      Cashback_POS.png

Ordering

  • Users now have the ability to close the "Thank You" screen when they have a CDS deployment. An "X" close icon has been added to the top right of the "Thank You" screen. This is ideal for quick service customers who want to reduce service delays.
  • Non returnable products can no longer be selected as part of the return/exchange/void process. Prior to this, the POS would display an error.

Payment Processing

  • Revel has improved its integration with iZettle by updating the SDK to match the newly updated iZettle credit card reader.
  • Revel has updated its integration with the iZettle card reader and now supports the new iZettle (SDK) device.
  • Revel has added a "Prevent adding items to order while pay screen is open" functionality to the Settings > Payments page in the Management Console. If this functionality is enabled, the POS will not allow items to be added if the pay screen is open, but instead, will display a warning prompt if the user attempts to add an item. The warning prompt can be seen in the image below.
    Warning Prompt
    Pay_Screen_Warning+.png
  • Revel has integrated with PaymentExpress Payment Processing. PaymentExpress settings have been added to the Settings > Payments page of the Management Console.

Receipts and Printing

  • When voiding items on a split bill, the "Print Receipt" pop-up window will now only appear once instead of twice.
  • Revel now gives managers/owners the power to control who (employees) may reprint payments receipts. A "Manually Print Payment Receipts" permission set has been added to the Employees > Role Permissions page in the Management Console.
  • For establishments that offer services, Revel now prints the appointment time and service provide on the receipt.
  • Revel now supports sequential numbering of receipts that show a monetary movement. These are: fiscal sale receipt, non fiscal sale receipt, refund receipt, and credit card receipt.
  • In order to help clients successfully contest charge-backs, Revel has added the "Signature Receipt" option to the Reprint options on the POS. This enhancement is designed for contested orders that were signed for using a signature screen. The option will take the captured image of the signature and create a new receipt using that image. After locating the order for the charge back and tapping the "Reprint" action icon, tapping the "Signature" option of the "Print Receipts" prompts will print the receipt.
    Signature Receipt Reprint Option
    signiture_receipt_reprint_option.png

Shipping

  • Users that generate shipping labels to ship alcohol or other age restricted products can now ship a product/item that is to be received by an adult recipient. A "Require Signature" type drop-down list has been added to the "Shipping Options" window on the POS. Depending on which shipping method is enabled in the Management Console, the POS will function as such:
    • UPS will have three options in the drop-down list:
      • None
      • Require Signature
      • Require Adult Signature
    • FedEx will have five options in the drop-down list:
      • None
      • Require Adult Signature
      • Require Direct Signature
      • Require Indirect Signature
      • Service Default
    • ShipCompliance does not have a signature option
      Require Adult Signature Drop-down List
      Require_Adult_Signature+.png
  • For users that ship extensive amounts of products sold by weight, Revel has now added the ability to treat the weight of a product as the quantity when calculating its shipping weight. To use this functionality, the "Sold by weight" setting must be enabled for the product; this can be done by clicking the "Sold by weight" check box on the Products > Product Details > Basic Product Details page in the Management Console. Then, users must enter "1" in the "Product weight" field, located under the
    Advanced Product Details
    Sold_By_Weight.png

    On the POS, tapping the product on the product list will open up the enter weight prompt, as shown below. The weight entered here will carry over to the Shipment Details section on the Shipping Options screen, also, shown below.

    Add Weight Prompt
    Add_Weight_Prompt.png
  • Revel now allows users to adjust the print size of the shipping label directly from the POS. Tapping Orders > Shipping Order on the POS will open up the "Shipping Orders" window, which contains all pending/shipped orders. Tapping "Unshipped Queue" tab in the lower left corner of the screen allows users to select from a list of pending orders. Tapping on a pending order allows users to then adjust the size and print the label, as shown in the image below.
    Adjust Shipping Label Size
    Adjust_Shipping_Label_Size.png

Systems

  • After refreshing, the POS now checks to make sure its timezone, and the timezone of the Management Console match. If the POS is not able to identify the backend timezone, an error message will appear indicating to the user that the time zones do not match and that action is needed.

Tills

  • A "Deny transaction amount" functionality has been added to the Payments > Tills page in the Management Console, as part of the "Till alert" (staff-only) setting. This functionality specifies a max amount that can be configured on a till. The POS will not allow users to perform transactions if this amount is reached. If the transaction amount is reached, the POS will display a warning message and will send an email to the address provided in the "alert email" sub-setting. The warning message can be seen in the image below.
    Deny Transaction Amount Warning
    Till_Warning.png
  • Revel now supports virtual and cash drawer tills for the same employee. On the Management Console, employees can be assigned both the "Virtual Tills" and "Tills - " role permissions. On the POS, there are a number of user interface changes for the till settings. After they log in to the POS, users will see the following till selection screen.
    Till Selection Screen
    selectTill.png

    In the Settings drop down menu, the "Tills" option now displays the current till that is receiving money from transactions, as show in the image below. If no till is set, the text will read "Not Set".

    Till Option in Settings
    tillDropdown_settings.png

    Tapping the "Tills" Option now brings the user to a new set of till options. For each till category type (virtual, cash drawer), if there is a held till or no till set, the POS gives the option to set a till, as shown in the image below. However, if there is an active till, the user cannot set a new till.

    Till Selection Options
    settings%3Etill1.png

    Please note that employees can be locked to specific cash drawers, and if so, they are only able to access open or held tills associated with that cash drawer. Managers have more flexibility to choose either cash drawer and access open or held tills associated with those cash drawers. Further, virtual tills are not considered communal, and may only be accessed by employees who own those virtual tills.

Updated User Interface

  • Because photo capturing/editing functionality exists in "Manage Item Mode", Revel has removed the "Photo Edit Mode" functionality from POS settings.
  • The warning message that the user receives when the POS is offline or cannot connect to the host server has been updated. The message now reads: "This terminal is temporarily offline or we are unable to contact the payment processing host. Please retry submitting payment now or accept this transaction offline and process the payment at a later time."
  • Revel has enhanced the behavior of the Manage Item Mode functionality on the POS by making the following modifications:
    • When tapping the "Add Product" button, the cursor will land directly inside the "Name" field. Also, the first letter will be capitalized
    • When adding a new product, the "Active" check box will not be displayed. The "Active" box will appear once the changes are saved
    • POS will now prompt the user with the message "Please refresh other stations to distribute the change(s)" only when the user confirms changes by tapping "Done".
      Manage Item Mode Changes
      Manage_Item_Mode_Changes.png
  • Revel has added a drop down list in the upper right corner of the POS log in screen, which allows users to select a translation package that the Revel iPad POS interface will use. To enable this functionality, users must enable the "Language package" functionality on the Settings > Advanced Pos Settings page in the Management Console. Additionally, users may add other language packs by selecting them from the "Additional language packs" functionality on the same page, as shown in the image below.
    Add Language Pack Setting
    Add_Language_Pack_Setting.png

    Depending on the particular language packs selected in the Management Console, the drop down list on the POS may or may not look like the image below.

    Language Pack on POS
    Add_Language_Packs.png
  • Revel has improved local sync between the Main and Child POS stations:
    • The Main and Child POS station tables will now auto sync within 5-6 seconds
    • Any items/products added to Main or Child will now be included to the order when the table auto syncs
    • If the user reopens an order on the POS and the customer has overpaid, the POS will now consider the order "Not Valid" and will display a negative balance due
    • For offline payments performed on two different POS stations, the POS will now adjust the amount as "Other".
    • The red bar will now disappear once the POS is synced.
    • For users that constantly open and hold the same table on different POS stations, users will no longer experience a delay in table release which would cause the error message, "Edited by X..."

iPad POS Enhancements for Restaurants


Contents: iPad POS Enhancements for Restaurants

CDS

  • "Enable CIS data" functionality is now supported on the Customer Display System. When the "Enable CIS data" setting (Staff Only) is enabled, and when a repeat customer selects for their receipt to be emailed, the CDS will prompt them to enter the email address attached to their credit card number. The CDS will auto-populate the email field with their linked email address.

CRM

  • Establishments who do business with other companies may now create a customer profile using the name of the company. A "Customer Type" functionality has been added to the Settings > Customer Info page in the Management Console.

    Depending on the setting choices made on the Management Console, users will choose whether a customer is a person or a company. Individuals require a first and last name. Companies require a company name.

    Once configured in the Management Console, the customer type functionality will appear on the POS as shown in the image below.
    Create Customer using Customer Name or Company Name
    Edit_Customer_Company_Customer.png

Customers

  • When entering new customers, the POS now automatically copies the entered phone number to the phone number field for the customer address. This allows the phone number to be automatically applied to delivery orders and removes the need for manual entry when placing a delivery order with new customers.
  • Users that have the "Enforce Customer Uniqueness" and "Customer Filtering by Establishment" enabled can now search the Cloud for customer information from other establishments. When the searching by the uniqueness requirement, the POS will filter by its local search results first. When it does not get any results from a local search, the "Search Server" options appears below the search bar, as shown in the image below. Tapping the option will initiate the server search. There is also the "Automate Server Search" option under Customer Info settings on the Management Console. If enabled, the POS will search the CRM server automatically, provided no matches are found locally. Automating the server search will require more network bandwidth.
    Customer Screen, Server Search Option
    customer_server_search.png

    If only one result is found, it will be linked to the establishment automatically and the "Edit Customer" screen for that customer will be shown automatically. If multiple results are found they will be listed. Users must input at least six characters to bring up the "Search Server" option, or the user will receive an error, as shown in the image below.

    Server Search Error Message
    customer_server_search_error.png

Delivery Management

  • The Delivery Management Console will now recognize customer delivery / shipping address assigned to orders during order creation as the primary delivery address for that order, rather than referring to any saved delivery address from customer profiles.

Discounts

  • Users may now offer their customers a gift with the purchase of a product/item, if the customer meets the purchase criteria (amount/item). Commonly, a gift with purchase is awarded if a customer spends a certain amount of money. Gifts with purchases are awarded upon pressing pay. They do not compete with other discounts. A "Gift with purchase" discount function type (order level only) has been added to the Products > Discounts page. If this discount type is selected from the drop down menu, all discount settings are configurable except:
    • Advanced Discount Rules (hidden)
    • Barcode field (hidden)
    • Wholesale field (hidden)
    • Qualification Type: "Order" type cannot be changed (read-only)
    • Qualification Subtype: "Product" subtype cannot be changed (read-only)
    Once configured in the Management Console, Gift with Purchase discount will appear on the POS as shown in the image below.
    Gift with Purchase on the POS
    Gift_With_Purchase.png

End of Day

  • For the End of Day (EOD) process, users will now have the option to set a reminder (date/time) to run the EOD process. A "Reminder Time" and "Reminder time by specific day" functionalities have both been added to the Settings > Advanced Pos Settings > End of Day page in the Management Console. The "Reminder time by specific day" will override the standard "Reminder Time" setting. Once configured in the Management Console, the reminder message will be displayed in the red bar at the bottom of the POS, reminding the user to run the EOD process.
  • For users with synced child and main POS terminals, the main terminal now auto-logs out and refreshes along with the child POS terminal, after the End of Day process is complete.

Fiscal Printer Users

  • For Poland fiscal printers, the POS will no longer print fiscal receipts if the order totals zero.
  • For establishments in Lithuania, the Lithuanian fiscal APP will now allow users to modify orders before they are sent to the kitchen (i.e. hold order, send order, print guest check, or selected the PAY button).
  • To comply with EU regulations in fiscal countries, if a user now prints a non-fiscal invoice for an item/product, that item/product will become non-returnable; meaning, that it can no longer be voided, returned, or exchanged.
  • Given that certain fiscal devices require that taxes have fiscal rates linked to them, an "Enable fiscal rates" (staff-only) functionality has been added to the Settings > Advanced Pos Settings page. If the setting is enabled, users will have the option to select fiscal rates for taxes or skip fiscal print completely. Additionally, if enabled, a new drop down list "Fiscal rate" appears on the Products > Taxes > Individual Taxes > Tax Details page with three options to choose from:
    • Skip fiscal print (selected by default)
    • GST
    • QST
    This functionality complies with fiscal requirements in the EU.
  • Lithuania fiscal printer now supports the following Customizable Payment Type:
    • Mokejimas 3, for cash and credit (on receipt and Z Report)
  • For Poland fiscal printers, The POS will now pull customer information from the CRM and push it over to the customer fields on the fiscal invoices/receipts.
  • Given that particular products may be non-fiscal, users may now set the fiscal printer to skip the fiscal print for non-fiscal products on the fiscal receipt/invoice. This is done by enabling the "Enable fiscal rates" setting on the Settings > Advanced Pos Settings page in the Management Console. Once enabled, users may create a separate tax group, such as "Skip Fiscal Print", and assign the non fiscal products to the tax group.
  • Revel has added the option to printout a fiscal invoice or a fiscal receipt with a Tax ID. When the user taps "Pay", in addition to other preset payments options, the following two options will now appear on the payment window: "Fiscal Invoice" and "Tax ID". These newly added buttons are only enabled if the active fiscal printer supports the printing of these documents. When either of the buttons are selected, they will appear highlighted until the user cancels it by tapping them again or by making another choice. Tapping "Done" will then print the selected document; this is done to be compatible with the printing of fiscal receipts. Tapping "Tax ID" will open up a window to select a customer. If a customer is not chosen, the Tax ID option is considered unselected.
  • Revel now supports sequential numbering of receipts that show a monetary movement. These are: fiscal sale receipt, non fiscal sale receipt, refund receipt, and credit card receipt.
  • Users can now reprint a fiscal invoice from the POS by doing the following:
    • Search for the original invoice using the Documents Storage by TaxID and Date/or SiteID
    • Recall the order and confirm
    • Select one of two options: “Duplicate and a Copy” or “Copy Only"
      • The duplicate is printed for customers and marked as “Duplicate”, along with a new issue date and is then stored in the Documents Storage
      • The copy is printed for the establishment and marked as “Copy", along with a new issue date and is then stored in the Documents Storage

Insights by Revel

  • It is now possible to download and install both the Insights by Revel and Revel POS applications on the iPhone.

INTUIT

  • For payments made using the Intuit payment processor, the POS will now use a new Batch ID for each day. A new day is based on the reporting day settings, i.e. the day/time selected in the "Day start" field on the Settings > Reports page in the Management Console.
  • The POS now sends a new variable Batch ID to the Intuit Payment Processor whenever it creates a new payment on the processor. Revel has now changed the batch processing to be congruent with the Establishment reporting time, typically around 3:00AM. Clients should note that this is the time their batch will now process for Intuit Payment Processor payments.

Kiosk

  • Revel now supports kiosk reward card entry via blue tooth scanner.

Kitchen Display / Print

  • The word "Order" has been removed from tile headers. Tile headers that used to read "Eat In Order" or "Take Out Order" now read "Eat In" or "Take Out".
  • For Kitchen Display System (KDS) users, Revel has added "Automatic Course Firing From Done on the KDS" to the Settings > Table Service Settings page. If enabled, tapping "Done" on the payment screen will automatically fire a course to the KDS; this eliminates the need to do it manually, saving valuable time. Also, for users that require a buffer time in between an automatic course firing, Revel has also added sub-setting below that allows the user to input a buffer time. The setting and sub-setting for the functionality can be seen in the image below.
    Automatic Course Firing Setting
    Automatic_Course_BE_Setting.png

    If a fire course buffer time is configured in the Management Console, it will appear on the POS order screen in the top right corner of the "Actions" window. Tapping the button will allow the user to perform one of three actions; fire a course, adjust a buffer time, or manually override the setting itself, all shown in the image below.

    Automatic Course Fire on the POS
    Automatic_Course_Fire.png
  • Revel has added a functionality which allows users to send a preset SMS message to a customer after the user taps "Done" in expedite view on the KDS. For this enhancement to work properly:
    • The "Send SMS on KDS" field must be filled with a preset SMS message
    • The "Phone Prompt with Name" setting must be enabled on the Settings > Kitchen View/Kitchen Print page in the Management Console
    • Twilio settings must be configured on the Settings > Social Network/Marketing page in the Management Console
    • A customer with a phone number must be attached to the order
  • Revel has made the following changes to the ViewSonic KDS:
    • Changed the logo from SmarTill to Revel KDS
  • Made the following changes to Tile Expedite:
    • Text for "Mark as done" and "Mark as complete" buttons are now written out, instead of "Done". 
    • The color of the "Mark as complete" button is blue.
    • Changed modifier font.
    • Changed the text of the label "Waiting" to "Working". 
    • Added the color blue for the label "Working" and the color black for the label "Completed".
    • Tile headers vary in color based on the default dining option.
    • Dining options are now listed.
    • Added more verbose headers, i.e. "Server:" vs. just the name of the employee.
    • Stripped out the text "Order #".
    New Tile Expedite View

    Tile_Expedite_Mods.png

Loyalty and Rewards

  • When creating customer records, users may now automatically create loyalty accounts as well. An "Allow Automatic Loyalty Generation" option has been added to the Settings > Gift, Rewards and Admin Cards page. If enabled, this functionality allows the user to select an automatic loyalty generation option based on three choices:
    • Customer Phone
    • Randomly Generated Number (requires input of number length)
    • Manually Input Number (requires input of number length)
    Then, the user will have the option to select a length for the loyalty number by choosing digit(s) between 5 - 18, with the default being 9. Once configured in the Management Console, it will appear on the POS as shown in the image below.
    Allow Automatic Loyalty Generation
    Automatic_Loyalty_Generation.png
  • If purchase rewards are enabled, products created on the POS will now be eligible for purchase rewards. If purchase rewards are enabled this will be true by default.
  • Revel has added a "Cash Back" rewards feature to the POS. For this feature to work, the following settings must be configured in the Management Console:
    • Enable the "Cash Back Rewards" functionality on the Settings > Gift, Rewards and Admin Cards > Loyalty page.
    • In the "Reward Label" field, enter in a label for the cash back rewards program, which will appear on the POS, i.e. "Cash Back Rewards".
    • Set a dollar value, which will be used to determine how many dollars customers earn back as discount per rewards point. For example, if the amount is 0.01, then each point is worth one cent and 100 points will be worth $1.00 off.
    • The type of program(s) the Cash back rewards will support:
      • Visits
      • Purchases
      • Items
      • Pooled
      Cash Back Settings
      Cash_Back_Settings.png

      Once the Cash Back settings are configured in the Management Console, the Cash Back Rewards will function on the POS as such:

      • Create a Revel rewards card by tapping Settings > Rewards Card > Create Reward Card. Link the rewards card to a customer.
      • Attach a customer to the order. Then, add an item/product to the order. Tap "Pay" to complete the order. A "Redeem Points" popup window will appear. The customer has accrued cash back reward points which they may use against their next purchase.
      • During the customers next visit, on the payment screen, tapping Pay > Redeem Points will open up a "Rewards Available" window on which the user may select the "Cash back rewards" option. Tapping "Apply" will apply the cash back reward points to the order, as shown in the images below.
        Cash Back on the POS
        Cashback_POS.png

Ordering

  • Users now have the ability to close the "Thank You" screen when they have a CDS deployment. An "X" close icon has been added to the top right of the "Thank You" screen. This is ideal for quick service customers who want to reduce service delays.
  • Non returnable items can no longer be selected as part of the return/exchange/void process. Prior to this, the POS would display an error.

Payment Processing

  • Revel has improved its integration with iZettle by updating the SDK to match the newly updated iZettle credit card reader.
  • Revel has updated its integration with the iZettle card reader and now supports the new iZettle (SDK) device.
  • Revel has added a "Prevent adding items to order while pay screen is open" functionality to the Settings > Payments page in the Management Console. If this functionality is enabled, the POS will not allow items to be added if the pay screen is open, but instead, will display a warning prompt if the user attempts to add an item. The warning prompt can be seen in the image below.
    Warning Prompt
    Pay_Screen_Warning+.png
  • Revel has integrated with PaymentExpress Payment Processing. PaymentExpress settings have been added to the Settings > Payments page of the Management Console.

Receipts and Printing

  • When voiding items on a split bill, the "Print Receipt" pop-up window will now only appear once instead of twice.
  • Revel now gives managers/owners the power to control who (employees) may reprint payments receipts. A "Manually Print Payment Receipts" permission set has been added to the Employees > Role Permissions page in the Management Console.
  • For establishments that offer services, Revel now prints the appointment time and service provide on the receipt.
  • Revel now supports sequential numbering of receipts that show a monetary movement. These are: fiscal sale receipt, non fiscal sale receipt, refund receipt, and credit card receipt.
  • In order to help clients successfully contest charge-backs, Revel has added the "Signature Receipt" option to the Reprint options on the POS. This enhancement is designed for contested orders that were signed for using a signature screen. The option will take the captured image of the signature and create a new receipt using that image. After locating the order for the charge back and tapping the "Reprint" action icon, tapping the "Signature" option of the "Print Receipts" prompts will print the receipt.
    Signature Receipt Reprint Option
    signiture_receipt_reprint_option.png

Systems

  • After refreshing, the POS now checks to make sure its timezone, and the timezone of the Management Console match. If the POS is not able to identify the backend timezone, an error message will appear indicating to the user that the time zones do not match and that action is needed.

Tills

  • A "Deny transaction amount" functionality has been added to the Payments > Tills page in the Management Console, as part of the "Till alert" (staff-only) setting. This functionality specifies a max amount that can be configured on a till. The POS will not allow users to perform transactions if this amount is reached. If the transaction amount is reached, the POS will display a warning message and will send an email to the address provided in the "alert email" sub-setting. The warning message can be seen in the image below.
    Deny Transaction Amount Warning
    Till_Warning.png
  • Revel now supports virtual and cash drawer tills for the same employee. On the Management Console, employees can be assigned both the "Virtual Tills" and "Tills - " role permissions. On the POS, there are a number of user interface changes for the till settings. After they log in to the POS, users will see the following till selection screen.
    Till Selection Screen
    selectTill.png

    In the Settings drop down menu, the "Tills" option now displays the current till that is receiving money from transactions, as shown in the image below. If no till is set, the text will read "Not Set".

    Till Option in Settings
    tillDropdown_settings.png

    Tapping the "Tills" Option now brings the user to a new set of till options. For each till category type (virtual, cash drawer), if there is a held till or no till set, the POS gives the option to set a till, as shown in the image below. However, if there is an active till, the user cannot set a new till.

    Till Selection Options
    settings%3Etill1.png

    Please note that employees can be locked to specific cash drawers, and if so, they are only able to access open or held tills associated with that cash drawer. Managers have more flexibility to choose either cash drawer and access open or held tills associated with those cash drawers. Further, virtual tills are not considered communal, and may only be accessed by employees who own those virtual tills

Updated User Interface

  • Because photo capturing/editing functionality exists in "Manage Item Mode", Revel has removed the "Photo Edit Mode" functionality from POS settings.
  • The warning message that the user receives when the POS is offline or cannot connect to the host server has been updated. The message now reads: "This terminal is temporarily offline or we are unable to contact the payment processing host. Please retry submitting payment now or accept this transaction offline and process the payment at a later time."
  • When closing an order, a new "No Tip Alert" pop-up window will now be displayed. Tapping the "Leave Tip" button will open up the tip entry message, allowing users to input a tip amount. Tapping the "Close Order" button closes the transaction without a tip adjustment. The new tip alert window can be seen in the image below.
    No Tip Alert Pop-up
    No_Tip_Alert.png
  • Revel has enhanced the behavior of the Manage Item Mode functionality on the POS by making the following modifications:
    • When tapping the "Add Product" button, the cursor will land directly inside the "Name" field. Also, the first letter will be capitalized
    • When adding a new product, the "Active" check box will not be displayed. The "Active" box will appear once the changes are saved
    • POS will now prompt the user with the message "Please refresh other stations to distribute the change(s)" only when the user confirms changes by tapping "Done".
      Manage Item Mode Changes
      Manage_Item_Mode_Changes.png
  • Revel has added a dropdown list in the upper right corner of the POS log in screen, which allows users to select a translation package that the Revel iPad POS interface will use. To enable this functionality, users must enable the "Language package" functionality on the Settings > Advanced Pos Settings page in the Management Console. Additionally, users may add other language packs by selecting them from the "Additional language packs" functionality on the same page, as shown in the image below.
    Add Language Pack Setting
    Add_Language_Pack_Setting.png

    Depending on the particular language packs selected in the Management Console, the drop down list on the POS may or may not look like the image below.

    Add Language Pack
    Add_Language_Packs.png
  • Revel has improved local sync between the Main and Child POS stations:
    • The Main and Child POS station tables will now auto sync within 5-6 seconds
    • Any items/products added to Main or Child will now be included to the order when the table auto syncs
    • If the user reopens an order on the POS and the customer has overpaid, the POS will now consider the order "Not Valid" and will display a negative balance due
    • For offline payments performed on two different POS stations, the POS will now adjust the amount as "Other"
    • The red bar will now disappear once the POS is synced.
    • For users that constantly open and hold the same table on different POS stations, users will no longer experience a delay in table release which would cause the error message, "Edited by X..."

E-commerce Enhancements


Contents: E-commerce Enhancements

Campaigns

  • Enabling the "Activate Campaigns" setting on the Advanced Pos Settings > Campaigns page in the Management Console will now display the number of available promotions (if any), on the "Promotions" tab on the White Label and REVELin apps.
  • Revel has added a direct link from email promotions, that if selected, will take the user to their promotion's inbox/details on the White Label and REVELin apps.
  • An opt-in for promotions option has been added to White Label and REVELin apps.
    • For existing users, a "Receive Promotions for use online at stores?" dialog box will appear with the option to opt-in by tapping "Yes" or opt-out by tapping "No Thanks"
    • For new users, a "Receive Promotions for use online or at stores" check box will be present near the bottom of the log in window, below terms of use, as shown in the image below. Selecting the box will enable users push and email notifications settings for promotions. Deselecting the box will disable them both.
    Push Email Notifications for Promotions
    Pormotions_Notifications.png

Loyalty and Rewards

  • Revel has made the following changes to the Loyalty rewards user experience on all  e-commerce ordering platforms:
    • Changed language for all instances of the terminology for Loyalty from "Reward / Cards" to "Loyalty #". This also applies to the Loyalty Rewards pop-up, and anywhere else this language may appear.
    • Fixed language for the pop-up attached to "This Loyalty # is not available. Please use a different Loyalty #."
    • Will display Loyalty Rewards balances as applicable to any given loyalty #.
  • Revel will now support the loyalty rewards functionality on the White Label and REVELin apps. For this feature to work, loyalty rewards must be configured on the Settings > Loyalty page in the Management Console. If configured, a "Loyalty Program" tab will appear on the "More" menu; tapping it will do one of two things:
    • For users with an existing rewards number, it will display the number along with the point totals for various categories that may exist (depending on the loyalty program configuration), as shown in the image below. It is not necessary to create an order to get this information, users may simply create a profile.
      Existing Loyalty User
      Existing_Loyalty_User.png
    • For users without an existing rewards number, it will allow them to manually key in a loyalty number that would then link to the user (assuming that the loyalty number exists and is NOT already linked to a different customer). Loyalty rewards may be redeemed on the “Checkout” screen by tapping “Use a Discount Code” or “Redeem Rewards”, as shown in the image below. If a loyalty program is not available, these links will not be displayed.
      Redeem Rewards Link
      Redeem_Rewards_Discounts.png
  • For users with an existing loyalty number or discount code, loyalty rewards may be used by tapping "Have a Discount Code" or "Loyalty #?" on the "Checkout" screen, as shown in the image below. If a loyalty program is not available, these links will not be displayed.
    Loyalty Number
    Loyalty_Number.png
  • Users may then apply any available loyalty reward points to the order by selecting an amount from each rewards category, as shown in the image below.
    Apply Reward Points
    Apply_Rewards_Points.png
  • After applying reward points and completing the transaction, the order confirmation screen will display the remaining reward points, as shown in the image below.
    Remaining Reward Points
    Confirm_Order.png

Ordering

  • For e-commerce orders set for future dates, an "Override auto-close triggers" functionality has been added to the Settings > Online Ordering Settings > Order Rules page in the Management Console. If enabled, this functionality will override the auto-close trigger function for web orders scheduled for future dates. It will be assumed that the current business day for web 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). Note: If this setting is enable, the "Close held orders automatically" setting will be overridden if it is also enabled.
  • Revel has added database support for identifying orders and their various application sources, i.e. iOS, Android, Desktop Web, and Mobile Web.
  • Revel now supports products sold by weight across all web ordering platforms.

Receipts and Printing

  • Revel has added the ability to customize email receipt header color. By default, Revel will now use the color designated the "Color Scheme" setting (Default, White Blue or Vintage) on the Settings > Online Ordering Settings page in the Management Console.

Reports

  • Users can now filter the Sales Summary and the Hourly Sales reports by web ordering application types including:
    • REVELin app
    • White Label app
    • PayPal Mobile app
    • Other (any other)
    This will allow users to monitor and analyze sales and transaction data from each application type, allowing the user to track which application the orders are coming from. The web ordering filter is shown in the image below.
    Web Ordering Filter on the Sales Summary report
    Online_Ordering_History_Report.png

Security

  • On the White Label or REVELin app registration screen, entering a password that does not meet the password requirement will now result in text below the password field, in red that reads "Minimum of 8 characters with 1 number". Additionally, tapping "Next" will then result in an error prompt which will now appear on the same screen instead of the next screen (Create a Profile).

Settings

  • Revel has added the following four custom domain settings to Online Ordering Settings page:
    • Google Maps API key – this value is used in Google Maps. The value may be omitted for Web Clients whose domain was activated prior to 22 June 2016. How to create API key please see https://developers.google.com/maps/documentation/javascript/get-api-key
    • Google Recaptcha key – this value is used in Google Maps. If the user's Web Client's domain is differ from *.revelup.com, the user should provide this value. For more information please see https://developers.google.com/recaptcha/docs/starthttps://www.google.com/recaptcha/admin#list
    • – this value is used in Google Maps. The value may be omitted for Web Clients whose domain was activated prior to 22 June 2016.
    • Facebook App id – this value is used during Facebook login. If the user's Web Client's domain is differ from *.revelup.com, the user should provide this value.
    • Facebook App Access token – this value is used during Facebook login (for server to server requests). If the user's Web Client's domain is differ from *.revelup.com, the user should provide this value.

Updated User Interface

  • Revel has disabled Auto-correct functionality when a user enters a search term into the search bar on the Store List or Menu.
  • The "Store Email" setting has been renamed to "Display Email for About Page" and repositioned under the Online Ordering Settings / Appearance section. Entering an email address in this field will display the same email address on the "About" page to users of the web ordering application, as shown in the image below.
    About Page
    About_Page_Email_Address.png
  • Revel has added a pagination option for substantially large product lists on the White Label and REVELin apps.
  • Revel has changed Revel Blue coloring for the REVELin app to a new Revel Blue, i.e. Hex color #00A3E0.
  • Revel has released a new logo / branding for the REVELin app.
  • Revel will now hide "Contact" and "Website" information on the Menu > Settings screen of the White Label and REVELin Apps if they are not set (null or empty) in the Management Console.
  • The "More" menu has been enabled at the establishments level on the White Label and REVELin apps. At the establishment level, the tabs nested inside the "More" menu will function as such:
    • Profile: No difference from directory level
    • Payments: will display payments options at the establishment level
    • Loyalty Program: will display loyalty information at the establishment level
    • Promotions: will display all promotions possible
    • Settings: No difference from directory level
    • Help: No difference from directory level
    • Log Out: No difference from directory level
  • Revel has improved the language displayed for error messages on the White Label and REVELin apps.
    • For an incorrect email: “Email login not recognized” (in red)
    • For an incorrect password: “Password incorrect” (in red)
    • For an incorrect discount code: “The discount code you have entered has not been found. Only automatic discounts will be applied to this order.” (in red)
    • For incorrect rewards card entry: “Unfortunately this loyalty number is not linked to this user.” (in red)
    • For no rewards available: “There are no rewards currently available for this loyalty account.” (in red)
  • For users that prefer to have the map view as a default view, Revel has added a "Default to map" setting to the settings page on the White Label and REVELin apps. If this setting is enabled, the apps will now, by default, load a map view when the user logs in.
  • Revel will no longer display the image No_Image_Coming_Soon.pngnext to items/products that do not have images uploaded for them, but will display the name, description (if any) and price of the item/product instead.
  • "Contact" phone # and "Website" URL fields on the Settings screen of the White Label and REVELin apps are now click-able links that will either, depending on selection, take the user to the phone app to call the number right away or to the corresponding website, as shown in the image below.
    Revel Contact Info on Settings screen
    Contact_Website_Clickable.png
  • Revel has added a new application configuration field to keep km/miles setting. When the user now taps the Map and Filter view, the filter will allow the controller to use different units according to the field being either km/miles.

Web Ordering Enhancements


Contents: Web Ordering Enhancements

Campaigns

  • Enabling the "Activate Campaigns" setting on the Advanced Pos Settings > Campaigns page in the Management Console will now display the number of available promotions (if any), on the "Promotions" tab on the White Label and REVELin apps.
  • Revel has added a direct link from email promotions, that if selected, will take the user to their promotion's inbox/details on the White Label and REVELin apps.
  • An opt-in for promotions option has been added to White Label and REVELin apps.
    • For existing users, a "Receive Promotions for use online at stores?" dialog box will appear with the option to opt-in by tapping "Yes" or opt-out by tapping "No Thanks"
    • For new users, a "Receive Promotions for use online or at stores" check box will be present near the bottom of the log in window, below terms of use, as shown in the image below. Selecting the box will enable users push and email notifications settings for promotions. Deselecting the box will disable them both.
    Push Email Notifications for Promotions
    Pormotions_Notifications.png

Loyalty and Rewards

  • Revel has made the following changes to the Loyalty rewards user experience on all web ordering platforms:
    • Changed language for all instances of the terminology for Loyalty from "Reward / Cards" to "Loyalty #". This also applies to the Loyalty Rewards pop-up, and anywhere else this language may appear.
    • Fixed language for the pop-up attached to "This Loyalty # is not available. Please use a different Loyalty #."
    • Will display Loyalty Rewards balances as applicable to any given loyalty #.
  • Revel will now support the loyalty rewards functionality on the White Label and REVELin apps. For this feature to work, loyalty rewards must be configured on the Settings > Loyalty page in the Management Console. If configured, a "Loyalty Program" tab will appear on the "More" menu; tapping it will do one of two things:
    • For users with an existing rewards number, it will display the number along with the point totals for various categories that may exist (depending on the loyalty program configuration), as shown in the image below. It is not necessary to create an order to get this information, users may simply create a profile.
      Existing Loyalty User
      Existing_Loyalty_User.png
    • For users without an existing rewards number, it will allow them to manually key in a loyalty number that would then link to the user (assuming that the loyalty number exists and is NOT already linked to a different customer). Loyalty rewards may be redeemed on the “Checkout” screen by tapping “Use a Discount Code” or “Redeem Rewards”, as shown in the image below. If a loyalty program is not available, these links will not be displayed.
      Redeem Rewards Link
      Redeem_Rewards_Discounts.png
  • For users with an existing loyalty number or discount code, loyalty rewards may be used by tapping "Have a Discount Code" or "Loyalty #?" on the "Checkout" screen, as shown in the image below. If a loyalty program is not available, these links will not be displayed.
    Loyalty Number
    Loyalty_Number.png
  • Users may then apply any available loyalty reward points to the order by selecting an amount from each rewards category, as shown in the image below.
    Apply Reward Points
    Apply_Rewards_Points.png
  • After applying reward points and completing the transaction, the order confirmation screen will display the remaining reward points, as shown in the image below.
    Remaining Reward Points
    Confirm_Order.png

Ordering

  • For web orders set for future dates, an "Override auto-close triggers" functionality has been added to the Settings > Online Ordering Settings > Order Rules page in the Management Console. If enabled, this functionality will override the auto-close trigger function for web orders scheduled for future dates. It will be assumed that the current business day for web 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). Note: If this setting is enable, the "Close held orders automatically" setting will be overridden if it is also enabled.
  • Revel has added database support for identifying orders and their various application sources, i.e. iOS, Android, Desktop Web, and Mobile Web.
  • Revel now supports products sold by weight across all web ordering platforms.

Receipts and Printing

  • Revel has added the ability to customize email receipt header color. By default, Revel will now use the color designated the "Color Scheme" setting (Default, White Blue or Vintage) on the Settings > Online Ordering Settings page in the Management Console.

Reports

  • Users can now filter the Sales Summary and the Hourly Sales reports by web ordering application types including:
    • REVELin app
    • White Label app
    • PayPal Mobile app
    • Other (any other)
    This will allow users to monitor and analyze sales and transaction data from each application type, allowing the user to track which application the orders are coming from. The web ordering filter is shown in the image below.
    Web Ordering Filter on the Sales Summary report
    Online_Ordering_History_Report.png

Security

  • On the White Label or REVELin app registration screen, entering a password that does not meet the password requirement will now result in text below the password field, in red that reads "Minimum of 8 characters with 1 number". Additionally, tapping "Next" will then result in an error prompt which will now appear on the same screen instead of the next screen (Create a Profile).

Settings

  • Revel has added the following four custom domain settings to Online Ordering Settings page:
    • Google Maps API key – this value is used in Google Maps. The value may be omitted for Web Clients whose domain was activated prior to 22 June 2016. How to create API key please see https://developers.google.com/maps/documentation/javascript/get-api-key
    • Google Recaptcha key – this value is used in Google Maps. If the user's Web Client's domain is differ from *.revelup.com, the user should provide this value. For more information please see https://developers.google.com/recaptcha/docs/starthttps://www.google.com/recaptcha/admin#list
    • Facebook App id – this value is used during Facebook login. If the user's Web Client's domain is differ from *.revelup.com, the user should provide this value.
    • Facebook App Access token – this value is used during Facebook login (for server to server requests). If the user's Web Client's domain is differ from *.revelup.com, the user should provide this value.

Updated User Interface

  • Revel has disabled Auto-correct functionality when a user enters a search term into the search bar on the Store List or Menu.
  • The "Store Email" setting has been renamed to "Display Email for About Page" and repositioned under the Online Ordering Settings / Appearance section. Entering an email address in this field will display the same email address on the "About" page to users of the web ordering application, as shown in the image below.
    About Page
    About_Page_Email_Address.png
  • Revel has added a pagination option for substantially large product lists on the White Label and REVELin apps.
  • Revel has changed Revel Blue coloring for the REVELin app to a new Revel Blue, i.e. Hex color #00A3E0.
  • Revel has released a new logo / branding for the REVELin app.
  • Revel will now hide "Contact" and "Website" information on the Menu > Settings screen of the White Label and REVELin Apps if they are not set (null or empty) in the Management Console.
  • The "More" menu has been enabled at the establishments level on the White Label and REVELin apps. At the establishment level, the tabs nested inside the "More" menu will function as such:
    • Profile: No difference from directory level
    • Payments: will display payments options at the establishment level
    • Loyalty Program: will display loyalty information at the establishment level
    • Promotions: will display all promotions possible
    • Settings: No difference from directory level
    • Help: No difference from directory level
    • Log Out: No difference from directory level
  • Revel has improved the language displayed for error messages on the White Label and REVELin apps.
    • For an incorrect email: “Email login not recognized” (in red)
    • For an incorrect password: “Password incorrect” (in red)
    • For an incorrect discount code: “The discount code you have entered has not been found. Only automatic discounts will be applied to this order.” (in red)
    • For incorrect rewards card entry: “Unfortunately this loyalty number is not linked to this user.” (in red)
    • For no rewards available: “There are no rewards currently available for this loyalty account.” (in red)
  • For users that prefer to have the map view as a default view, Revel has added a "Default to map" setting to the settings page on the White Label and REVELin apps. If this setting is enabled, the apps will now, by default, load a map view when the user logs in.
  • Revel will no longer display the image No_Image_Coming_Soon.pngnext to items/products that do not have images uploaded for them, but will display the name, description (if any) and price of the item/product instead.
  • "Contact" phone # and "Website" URL fields on the Settings screen of the White Label and REVELin apps are now click-able links that will either, depending on selection, take the user to the phone app to call the number right away or to the corresponding website, as shown in the image below.
    Contact Info on the Settings screen
    Contact_Website_Clickable.png
  • Revel has added a new application configuration field to keep km/miles setting. When the user now taps the Map and Filter view, the filter will allow the controller to use different units according to the field being either km/miles.

Management Console Fixed Issues

  • Fixed diagnostic code error with open "CurrentStock" link.
  • Fixed issue with "coreApi_customeraddressset" with unused records.
  • Fixed issue with slow payment retrieval query in WOOTRIC integration.
  • Fixed "OperationalError: deadlock detected" issue in the EMS.
  • Fixed "diag code due to unicode encode/decode error" issue.
  • Fixed "Error code 0959c9d" issue.
  • Fixed "ValueError('invalid literal for float(): 9,25',) is not JSON serializable" issue.
  • Fixed "push all (multiple objects)" issue in the EMS.
  • Fixed "job exceeded maximum timeout 3600" issue in the EMS.
  • Fixed "unable to open transfer in inventory (Diagnostic Code: 04826f3)" issue.
  • Fixed "send " " as a remark (500 error) issue in Inventory (Waste as ingredient).
  • Fixed "blurred establishment logo" issue on purchase order PDFs.
  • Fixed issue with purchase orders. When the multiple select checkbox is now checked for recommended items, only recommended items will be added to the generated purchase order.
  • Fixed "decimal point" issue with purchase order PDFs.
  • Label printer which prints price tags has been reformatted to print price with two decimal digits.
  • Print tags will now print with the currency symbol in front of the price.
  • Fixed "prompt for course for products that have 0 set as a course on the product level" issue when the dining option is set to an option other than take out or delivery.
  • Fixed " customer trying to save '00.0000.00' cost for size modifier in product details > Exception" issue.
  • Increases limit for "SearchProductCategories call" for users with large number of product categories, preventing categories from being displayed in custom menus, taxes, and product groups trees.
  • Fixed issue with "broken image links". Image URL links will now be correctly displayed without the "No Image, Coming Soon" message.
  • The "All Establishment" report will now match the day/time of the Sales Summary.
  • Fixed "JobTimeoutException: Job exceeded maximum timeout value (180 seconds)" issue when exporting a PDF.
  • Fixed "Transaction failed - authentication needed, when swiping a credit card" payment processing issue.
  • Fixed issue with applying discounts to products sold "by weight" in Rivile. Prices will now be calculated correctly.
  • Fixed "an increasing amount of sql queries per call" issue in the Sales Summary.
  • Fixed issue with "cash reconciliation". Various reports will now accurately calculate cash reconciliation.
  • Fixed "DataError: invalid input syntax for type interval: " day"" issue.
  • Fixed "ValueError: Cannot use None as a query value" issue with rewards cards.
  • Fixed "Editable Payment Option" issue. When the user now taps the "Credit +" button as a payment method on the POS and selects one of the editable payment options, that same option will now appear for the completed transaction on all corresponding reports in the Management Console.
  • Fixed "Editable Dining Option" issue. The selected editable dining option will now appear in the Sales Summary report.
  • Fixed "unsupported operand type(s) for +: 'NoneType' and 'int'" issue in the Sales Summary report.
  • Fixed "infinite loading wheel" issue with the Product Component report.
  • Fixed issue with adding customizable payment types (Internal server error).
  • Added tip text for "Waste Preset Reason" setting on the Settings > Inventory Settings page in the Management Console. It is as followed: "Input the most common reasons for Waste. These reasons will be available for selection on the ipad".
  • Removed the duplicate setting "Customer info exp date" from the Settings > Customer Info page in the Management Console.
  • Kitchen Display Printers will not be removed when editing an item in the product, discount, and or on the modifier page in the EMS.
  • When receiving inventory in Manage Item Mode, products will no longer be removed from custom tax groups.
  • Users can successfully save employee lists using the QuickBooks Desktop Sync.
  • Fixed "KeyError: 'product'" issue when adding a product in inventory.
  • Fixed issue with purchase order invoices inaccurately calculating the total after un-checking closed item.
  • Fixed internal server error which was caused when attempting to add a stock unit to ingredients.
  • Fixed discrepancy issue with open and closed orders.
  • The Management Console will not crash when users email purchase orders to customers.
  • Fixed "Transaction Status Unknown (Verifone UK Contactless payments)" issue.
  • The Combo Mix report will now calculate the total sum correctly.
  • Fixed inventory sync issue with Sonos.
  • Fixed Diagnostic code error when opening a link without authentication.
  • Fixed "product matching query does not exist" issue with inventory transfers.
  • Fixed issue with QuickBooks online setting bug.
  • Fixed "Open /resources/inventoryx/api/inventory-log/Product/ without authorization "Diagnostic code" issue.
  • Fixed issue with refunding/voiding orders after a system upgrade.
  • Fixed "text size" issue for prices on inventory labels.
  • Fixed "item duplication" issue on the Customers' Items report.
  • Fixed issue with discount totals in the Sales Summary report and Discounts and Void report. Discount totals will now match in both reports.
  • Fixed issue with previously selected stations being wrongfully displayed in the header of the Payment Summary report.
  • Fixed field filtering issue with establishment_id.
  • EMS changes will no longer adversely affect printing at the POS stations.
  • Fixed sync error when loading POSSync application.
  • If users are not in the EMS, the system will now load the Brand level results page without a loading issue.
  • Fixed "time zone" and "email notification" issues with Xero payments.
  • Fixed "PayPal Error on Refund: UNAUTHORIZED_PAYMENT (unauthorized payment.) Correlation ID:" issues.
  • Fixed "data generator" issue. All reports will now take into account costs and will also generate the bar chart and COGS columns based on those costs.
  • Fixed "Server Error 400" issue (orders are not sent to server).
  • Fixed issue with the "Rqworker". Two processes of the same task will no longer run simultaneously.
  • Fixed issue with QBO/QBDT. House Account refund made on the same day will no longer reflect for the Invoice as an "Overdue" status.
  • Fixed "EMS push of a Combo randomises" issue. In the EMS, Combo sets attached to products will now be synced in the order they are created.
  • Updated QBO "Payroll integration" setting tip text.
  • Fixed Loyaltree setting typo, i.e. "Sign up URL".
  • Changed behavior of product_group field on ProductResource. It will now only add product group to the product if not already defined by groups on category or if it is already present on that product.
  • Fixed "partial reward redemption" issue.
  • Fixed issue with inability to delete a Purchase Order after selecting the red trash icon.
  • Fixed "KeyError: 'number'" issue with creating a gift card on the POS.
  • Fixed "Total Payments Showing Project-Id-Version: Django" issue.
  • Created separate Tax sync configuration when syncing product groups.
  • Fixed issue with the Product Mix report. The report will accurately represent exchange items by zeroing out tax.
  • Fixed "IndexError: list index out of range" issue.
  • Predefined page names can now overlap with names of revenue centers. Revel added numeric suffix for overlapping names.
  • Fixed "coreApi_order_uuid_key" issue.
  • Fixed issue with inactive products not present when "show active only" is unchecked.
  • Fixed "IntegrityError: duplicate key value violates unique constraint "coreApi_product_lock_uuid_category_id_unique_index" DETAIL: Key (lock_uuid, category_id)=(ae3a3f31-be66-4a0d-9578-a41fd53dd43b, 254) already exists" issue.
  • Fixed issue for creating a Purchase Order through the Reorder functionality.
  • Fixed "Can not contact server to update configuration. Please try again in a few minutes." issue.
  • Fixed issue with the missing "Mark as sent" button when creating Purchase Orders.

iPad POS Fixed Issues

  • On the Insights by Revel app, employees' wages will now be displayed on the Employees "Contact List", along with employees' roles and shift details.
  • Fixed "Digital Menu Board (DMB) sorting" issue. The DMB will sort categories, subcategories, and products in conjunction with their respective sort values.
  • Fixed issue with inventory synchronizing inaccurately on the POS. When creating a product using the quick create option on either the Management Console or the POS, Revel will now accurately synchronize inventory amounts.
  • Fixed issue with the KDS printing extra symbols in the "Special Request" section.
  • Fixed issue with the u220 printer. The u220 printer will now print receipts correctly with 32 column.
  • Fixed issue with the customer's name not appearing on the "Unpaid House Account Orders" screen. The "Unpaid House Account Orders" screen will now correctly display the customer's complete name in the title area.
  • Fixed issue with modifiers appearing inaccurately on the Kitchen Display System (KDS). The KDS will no longer split modifier elements by comma, nor assign the resulting elements as names to the subsequent modifiers.
  • Fixed issue with reduction in inventory amount when using Manage Item Mode on the POS.
  • Fixed issue with deduction in inventory amount each time the order is held and synced with the Management Console.
  • Fixed issue with items sold by weight. Items sold by weight can be sold even if their inventory is zero or less than zero, and will also be tracked in inventory.
  • Fixed issue with voided combo items. Voided combo items will be displayed on kitchen printer void receipts.
  • Void/Refund items will no longer cause the POS to crash. This applies to establishments using the Panama fiscal printer, Bematech MP-4000.
  • The main terminal will now be updated whenever an order is sent to the kitchen.
  • Fixed issue with custom menus applying to the POS station illegitimately.
  • The POS will now send logs by chunks and will avoid large sync requests.
  • Fixed issue with the POS application freezing during product creation.
  • Fixed issue where Lithuanian fiscal printer was not printer refund receipts for Credit + payments.
  • Fixed issue where Stanford card and credit card payments were experiencing a delay in processing speeds. Payments are now processing normally at all establishments.
  • Fixed issue where re-pricing and alternative pricing discounts where causing an error with Lithuanian fiscal printers.
  • Fixed issue where POS employee time sheet (Settings > Manager > Time Management) failed to load upon selection.
  • Fixed issue where some closed orders were being shown as held orders on child POS stations. This was only occurred with delivery orders that were paid with cash.
  • Fixed issue where the POS was printing the incorrect reward card balanves on receipts. The POS no longer prints balances of "0" unless the balance is actually zero.
  • Fixed issue where the BETA version of release 2.19 was experiencing delays on the Modifier Selection screen.
  • Moneris web orders now refund correctly.
  • Fixed issue where Zebra label printers were not printing receipts that contained special characters.
  • Fixed issue where tips were reporting incorrectly on the Sales Summary Report with Local Data turned on.
  • Fixed issue where printing the Sales Report caused the POS application to crash.
  • Fixed issue where a balance of $0.01 was left after order had been paid with credit card.
  • Fixed issue where products on a restricted custom menu were still able to be sold via scanning.
  • Fixed issue where the "Prompt for Quantity" setting for products was not working in conjunction with size modifier prompts.
  • Fixed issue where split orders were not being sent to KDS after the order was done.
  • The search button now works properly after new parties have been added to the waitlist.
  • Fixed duplication issue for full size and first half pizza modifiers.
  • The POS will now change any barcodes that are not of a valid standard to the Code128 standard.
  • Fixed issue where Modifiers were being displayed on the KDS with the configured kitchen print name, even after it was disabled on the KDS.
  • The POS no longer rounds rounds an extra number when calculating weighted item prices. This fixes the issue in Australian establishments where .490KG of weight would round up to .5KG.
  • Fixed barcode misprinting issue, where printed barcode from a scanned product did not match what was configured on the Management Console.
  • Fixed issue where reward card balances were being printed with "0" values for all reward types.
  • Fixed issue where child POS was not refreshing after the End of Day process was completed before its timer ran out. Child POS stations now refresh immediately after the EOD process is done.
  • Fixed issue where web orders were not auto-populating on the POS.
  • Fixed issue on the Waitlist > Add New Party screen where the search button was not displaying seated tables.
  • Fixed modifier suplication issue for sizing and "first / second half" modifiers.
  • Fixed issue where long product names were overlapping on Zebra labels.
  • Fixed issue where web order notifications where not able to be cleared from the top right corner of the POS.
  • Fixed issue where orders made on the Kiosk were sending orders with partial payments to the kitchen.
  • Fixed issue where 100% discounts were not discounting the order 100%.
  • Fixed issue where Revel gift cards swiped with an ip320 produced a "Failed to Read Card Number" error message. Revel gift cards are now recognized an processed without issue.
  • Fixed issue where weighted items were not being exchanged for the same price they were originally sold at.
  • Fixed issue where the Total Tax Report was displaying a negative balances for taxes for the day.
  • Fixed issue where tares were being added to the price totals on receipts.
  • Fixed issue where refunded web orders were being placed in SAF and could not be cleared. Refunded web orders are now processed like a standard POS transaction.
  • Fixed issue where fiscal printers where showing incorrect discount amounts on receipts.
  • Fixed order syncing issue.
  • Fixed "Double Fiscal checks" issue related to Fiscal printers.
  • Fixed "Batch Processing...Please try again later" issue.

E-Commerce Fixed Issues

  • Fixed "Internal Server ERROR: /weborders/modifiers/ - DoesNotExist: Product matching query does not exist" issue.
  • Fixed "weborder load" issue.
  • Fixed issue with weborders inaccurately calculating matrix inventory.
  • Fixed issue with tip lines failing to print on credit card receipts.
  • The "Size Chart" link will now appear on the item/product description screen only if the setting is configured in the Management Console.
  • Fixed issue with web orders that are paid in full which appear on the POS with a $0.01 balance.
  • Fixed "TxnGUID" error when processing a payment.
  • Fixed discounts issue. Discounts will now be correctly applied to orders.
  • Fixed "Void Failed Declined. Transaction does not belong to current merchant - denied" error on void orders.
  • Fixed "TxnGUID" error when processing a payment.
  • Fixed discounts issue. Discounts will now be correctly applied to orders.
  • Revel will no longer disable the checkbox when the user decides to select a different combo item from the same combo group in a "Choose 1" scenario on the White Label and REVELin apps.
  • Revel has removed the "Promotions" tab nested inside the "More" menu at the establishment level on the White Label and REVELin apps.
  • On the White Label and REVELin apps, the "Continue" button will no longer be greyed out when attempting to complete a Canadian profile.
  • Fixed "ValueError: invalid literal for int() with base 10:" issue.

Web Ordering Fixed Issues

  • Fixed issue with modifier COGS not applying over to product cost.
  • Fixed "Internal Server ERROR: /weborders/modifiers/ - DoesNotExist: Product matching query does not exist" issue.
  • Fixed weborder load issue.
  • Fixed issue with tip lines failing to print on credit card receipts.
  • Fixed issue with web orders that are paid in full which appear on the POS with a $0.01 balance.
  • Fixed "TxnGUID" error when processing a payment.
  • Fixed discounts issue. Discounts will now be correctly applied to orders.
  • Fixed "Void Failed Declined. Transaction does not belong to current merchant - denied" error on void orders.
  • Fixed "TxnGUID" error when processing a payment.
  • Fixed discounts issue. Discounts will now be correctly applied to orders.
  • Modifiers will now appear on the web ordering checkout cart in the order that they are selected.
  • Revel will no longer disable the checkbox when the user decides to select a different combo item from the same combo group in a "Choose 1" scenario on the White Label and REVELin apps.
  • Revel has removed the "Promotions" tab nested inside the "More" menu at the establishment level on the White Label and REVELin apps.
  • On the White Label and REVELin apps, the "Continue" button will no longer be greyed out when attempting to complete a Canadian profile.
  • Fixed "ValueError: invalid literal for int() with base 10:" issue.


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