Revel 2.40 Management Console Release Notes
Revel 2.40 Management Console is projected to start rolling out in early June 2018.
To determine which Revel versions you are running, review this brief article.
2.40 Management Console New Features
Your Revel Management Console will update automatically to the latest version. No action required!
- The all new Revel Assistant allows you to access how-to guides and walk through tutorials, right in your Management Console.
- New cash management functionality provides additional security and enhanced reporting. Learn more about this new functionality by clicking here 2.40 Cash Management Functionality.
- Receive your hourly sales report each day via email. Learn how to enable this report and have it sent to your email by clicking here, How To: Get Hourly Sales Report Emails.
- Efficiently track your upcoming orders with Future Order Handling and streamline management of orders for pick up/delivery.
- Enhanced Discounts functionality enables you to manage active discounts in bulk and price combo discounts as a new, unique item. Learn all about the enhanced functions by clicking here, Discount Features in 2.40 Management Console.
- Restrict out of stock products from being sold in Revel Online Ordering. Customers cannot place online orders for any item that is not in stock.
- Set invoice as your default form of payment. For businesses that rely on invoicing customers, click here to review the step-by-step instructions on How To: Set Invoice as Default Order Type.
Revel Systems has entirely redone the Cash Office report, turning it into a tool to help you manage your back office cash from safe drops through bank deposits.
The first page of the report is the Manage Cash Tool. Your first step is to confirm your Safe Drops, recounting them and inputting the confirmed amount. Revel will calculate the variance between the declared amount and the confirmed amount. Click Save when you have confirmed all the safe drops you wish to confirm at that moment.
The second step is to create safe counts out of your safe drops. Check all the safe drops you wish to include in the safe count and click Create. By default the Safe Count reporting date defaults to the date of the first Safe Drop. You may change this date if you wish. Revel uses the reporting date to report the Safe Count amounts on the Operations report.
The third is to create the bank deposit. Check all the Safe Counts that will be part of the bank deposit and click Deposit. You may enter a Deposit ID for the deposit if you wish. Input the amount of the Cash that will go to the bank (the To Deposit amount) and Revel will calculate the remainder as staying in the business (the Safe Balance).
USER INTERFACE AND DESIGN IMPROVEMENTS
Note, Support for Safe Balances is optional. You may choose to always deposit the entire cash amount to the bank. Support for Safe Balances is controlled by the setting on Report settings page: Cash Office Track Safe Balance.
After you have clicked create on the Bank Deposit Popup, the deposit shall be created in a Held State. It is possible to require that users input their password prior to created bank deposits and log that activity in the action log, as a sort of electronic signature. This is a staff only setting, so contact your support agent to enable it.
Bank Deposits that are in the held state can be deleted. Deleting a bank deposit returns all Safe Counts associated to the Deposit to Step 3: Create Bank Deposit.
When you are ready to send the bank deposit to the bank, change its status in Step 4 to Sent. After you receive notice from the bank that the Deposit has been registered, move its status to Validated. A popup will appear allowing you to input the amount the bank reconciliation amount. Click confirm on the popup and the deposit shall move off the Manage Cash Tool and exclusively into the reporting section.
In addition to the Manage Cash Tool, Cash office includes reports for all phases Cash Management activity: Safe Drops, Safe Counts, Bank Deposits and Safe Balances (if enabled). The reports are filterable by a variety of data, including status, date, employee and currency (if more than once currency is used). Entries also hyperlink to related entries. For example, Safe Counts hyperlink to the Safe Drops that they contain.
Reports can be exported to excel or csv or printed. It is also possible to print reports of each bank deposit from the bank deposit report as well as from the Manage Cash Tool.
Revel has added a Cash Management section to the Operations report to help users understand their back office cash. The section includes the following entries:
Declared Safe Drops: All Safe drops made during the reporting period
Actual Safe Drops: The confirmed amount of all Safe Drops made during the reporting
Variance: The total variance between the Declared and Actual Safe Drops
Safe Count: The total of all Safe Counts made during the reporting period. [Note, Revel
uses the Safe Drop Reporting date to select which Safe Counts to include to the report.]
Amount to Deposit: The total amount to deposit from the Safe Counts above
Amount to Safe: The total Safe Balances from the Safe Counts above.
If you have not been using the Cash Office tool to manage your Safe Drops, then you may have a great deal of legacy data built up. Therefore, Revel has a way to quick process old data so you can begin afresh. Click Mass Confirm Now and input a date. Revel will quick confirm all Cash Office Activity prior to that date. Safe Drops and Safe Counts will be confirmed for their declared amount. They will not be moved to the next step of the Manage Cash Tool. Bank deposits will be automatically validated with the Confirmed Amount going into the Reconciliation field
Reference ID added to customer lists
The Reference ID column has been added to full screen customer lists.
If for whatever reason customer data cannot be synced with the Management Console, it shall be added to the resync queue to be synced when connections are restored.
User Interface Enhancements
The Customers screens as accessed from the dashboard have been adjusted to be more in line with Apple guidelines. Tapping customers now opens a full page screen with the customer list on the left. Once a customer is selected, their details appear in the right pane. Tapping Add New will bring up the customer creation popup.
The Customer Details screen access from Order Details has been updated to be in line with other Customer Details displays.
Revel has updated the full screen customer list that appears when accessing customer through such channels as gift card management or delivery prompts.
The Customer and Call Name popup that appears when prompting for customer or call name has been updated to be inline with other modernized popups. Both Customers and Call Names are available from the same popup, by switching the tabs at the top.
Add Notes to Addresses
Revel has added a notes field to the address records associated to customers. It is anticipated that these notes will be used for delivery instructions. As such, they will be displayed wherever they may be helpful for delivery, such as in the Delivery Management Console, on Delivery Receipts, and in Online Ordering. On the Management Console, the notes may be viewed and managed on the Customer
In order to support Creation and Sign In to customer accounts on the CDS, Revel has added a group of settings to Customer Info Settings. Check Allow Customer Creation on CDS and then select which fields are required for Account Creation. Also select how customers will log into their accounts on the CDS.
For consistency sake, Revel has also moved the Allow Customer Creation Settings on Kiosk out of Kiosk Settings and into Customer Info Settings.
Modified Replacement Logic
Discount replacement logic has been reworked in the event the user attempts to apply a discount to an object that already has one. Now Revel will warn only if the new and existing discounts are in competition with each other, and the existing discount would actually be replaced.
User Interface Changes
Revel has updated the Discounts page. By default, only the Auto Apply and Item Level checkboxes shall appear on the report. However, users may click the Preferences button to display the Taxed and Active (new) checkboxes. By displaying the Active checkbox, users may enable or disable multiple discounts at once.
Repeating Cash Off Discounts
This feature allows users to apply a dollar amount discount for every X dollars spent multiple times within the same order (i.e. for every $20 spent, get $2 off the order.) This is only applicable to order level discounts.
"Minimum amount" dictates how much the customer must spend, either across the whole order or on a qualifying group or class or product. Repeating Cash off Discounts also participate in auto discounts rules.
Multiple gift redemptions (gift with purchase.)
Users may now to set up a gift with purchase discounts that may be applied multiple times within the same order. The user can set up the discount to apply automatically or manually.
When manually applied, the user will have a screen to apply the discount where they will be able to select the number of times for the discount to apply after clicking the Pay button.
Option to print an additional receipt with discount details
The option to print an additional receipt with discount details is now controlled by the Receipt setting, “Additional discount details for separate receipt”. If enabled, a field will be exposed on Discount details where they user may input any text they want to print out on a supplementary receipt.
Wholesale Combo Discounts
Users may now apply the Discount flag “Wholesale” to Combo discounts, aka Reprice discounts where “reprice to sum of products” is true. If the Wholesale flag is invoked, the product(s) in the Reprice Discount will actually be repriced. That is to say, the saving will not be expressed as a discount, but as a new price. This means that the product(s) will *not* appear as discounted on the order screen. Rather they will just have a new price. Further, the discount will not appear in discount reports.
Exact price discount per product in combos
It is now possible to set the exact price of each product (or rather product group or class) within a combo discount. Combo discounts are reprice discounts that require a product from each class or group and apply the reprice to the sum total of the products. Traditionally, Revel would assess the discount against the highest price item. By enabling, “Set discount price per group for Combo discounts” under Advanced Settings, customers will be able to set a price against each group or class in the discount. The price must be less than or equal to the price of the least expensive item in the group or class, and the total prices must equal the reprice amount.
Revel has added the ability to copy existing discounts to make new ones. Click the copy icon next to the edit icon by a discount and then give the discount a new name.
All Online Ordering platforms now handle Stackable Discounts Added support for repeating cash discounts to Online Ordering