We are updating Cloud POS. Here are the details of what is included in this release:

Custom Order Statuses *Requested by users via our Feedback Forum*

We've added a new page under the Customer Orders menu, where users can now fully customise their Order Statuses. Create new statuses tailored to your workflows, and personalise them with your choice of colours, icons, and priorities. These custom statuses will appear seamlessly across Back Office, POS, and the Workshop Module, making it easier than ever to track and manage orders at a glance.

This enhancement opens the door to a more dynamic and visually intuitive experience for your entire team.

Purchase Order Discounting *Requested by users via our Feedback Forum*

You can now apply discounts across all lines on a Purchase Order in just a few clicks. Whether it’s a percentage discount or a fixed amount, the choice is yours. 

No more manually calculating discounts line by line – this update makes the process faster, smarter, and far less tedious. You’ll be able to add these discounts both when placing a Purchase Order and when booking it in, giving you total flexibility.

Clear Customer Details *Requested by users via our Feedback Forum*

On the Back Office Customer page, you’ll now see a new icon button in the General section, right next to the Print Courier Label button. This handy addition allows you to clear all customer details in one click.

Previously, anonymising a customer record in Cloud POS meant updating each field manually – a time-consuming process. Now, just like in other areas of the system, this button does the work for you instantly.

Visibility of Existing Orders  *Requested by users via our Feedback Forum*

We’ve added a handy new feature to make serving customers at the till even quicker and smarter!

Now, when you set a customer in the POS, you’ll instantly see a button displayed beneath their name if they have any open orders. The button shows you exactly how many orders they have, and with a single click, you can jump straight into the Order Recall grid to view and manage them.

This makes it super easy for cashiers to spot existing orders and take action on the spot – ensuring nothing gets missed and customers get a seamless experience every time.

Back Office General

New Features 

• Users can now select favourite pages on the Back Office navigation bar – for quicker access to frequently visited areas.
• Cashiers with ‘Back Office’ security level now have access to additional pages: Department & Categories, Import Tools, Reason Codes and Mechanics pages. 
• Users can now fully customise Order Statuses and manage them from the Back Office. 

Improvements

• Simplified reordering of columns on the Manage View panel by drag-dropping, which now also closes on click-out to save extra steps.
• Added the ability for users to resize grid column widths. 
• The transaction grid now includes a ‘Type’ column so users can more easily find and filter what they are looking for. Types include: Customer Order, Transaction, Customer Account and Batch. 
• Printers at your store now appear at the top of label printing dropdowns for quicker selection.
• The escape key now closes edit panels for faster navigation.
• Expanded clickable area on grid filter dropdowns for easier interaction.
• Consistent formatting for decimals, percentages and grid toggles across grids.
• Grids with date range filters now have inputs allowing for quicker date editing by typing. 
• Reduced page requests for improved performance.
• Added an icon button to open Item Quick Search on items pages. *Requested by users via our Feedback Forum* 
• Users who are forced to log out will now be immediately redirected to the login page. 
• Keyboard shortcuts are now consistent with the shortcuts in CloudMT. *Requested by users via our Feedback Forum* 
• We've changed the display of Save Changes on grid layouts to make it more intuitive. 
• If a user pins the Back Office Menu it will remain pinned even if the user logs in and out. 

Bug Fixes

• Fixed an issue where sorting was being removed from grids on browser refresh. 
• Resolved an issue where using the Enter key to save an Order Note created a blank duplicate note. 

Purchase Orders

New Features 

• Users can now apply a fixed value or percentage discount against all lines on a purchase order. Meaning users no longer have to calculate the discounts for each line individually. *Requested by users via our Feedback Forum*
• We’ve added the ability to ‘Select all’ when using Search and Select on Purchase Orders – so users can add multiple items at once instead of having to click to add each item one at a time. 
• When creating purchase orders based on customer orders, users can now choose between creating one from the primary supplier or based on the cheapest supplier. 

Improvements

• We’ve added the ability to create an item manually from a Purchase Order – improving efficiency by allowing the workflow to feel more seamless – eliminating the need to step out of your PO temporarily to create items.
• Improved wording around allocation and item restrictions when creating a Purchase Order or Transfer.
• Filter preferences will be retained when navigating to and from Purchase Orders, Goods In / Goods Out and Transfers from the item card.
• We've improved the layout of the Purchase Order Creation page to help with use on small screens.
• Added 'Due Date Override' to Purchase Order creation page - adding the ability to manage this in initial creation will reduce the ‘steps’ required when setting up a Purchase Order.
• Updated the summary panel so the Allocations & Restrictions section is no longer shown when the Purchase Order creation type is Import from CSV. 
• The delete Purchase Order button has been move so it's not directly above the Mark as Placed button when the command bar is opened. 
• We’ve improved the loading state on adding items to Purchase Orders when on slow WIFI.

Bug Fixes 

• We've fixed an issue on the customer orders pop-up where it didn't show if the Purchase Order or Transfer received created a child PO.
• Supplier Reorder Number column now shows on the Search & Select Item panel on Purchase Orders.
• Purchase Order Item lines will no longer re-order when changes are made to the grid after using Quick Scan. 
• Inactive items no longer show when a user adds items to a PO from Search and Select Items and has selected to show items from all suppliers.  
• When creating a Purchase Order or transfer, users are now able to reselect a store that was previously cleared from the selection. 
• Trying to add an item to a Transfer on the Edit page when the transfer has been committed will now correctly display an error message. 

Goods In

New Features

• We’ve added a search by item onto the Goods In list so users can quickly find the Purchase Order or Transfer they’re looking for by item.
• The action menu for the Customer Orders view now includes ‘Change Order Status’ so users can update the status of orders when booking in a Purchase Order or Transfer. 

Bug Fixes 

• Stopped Quick Scan from sending requests when the input only contained whitespace.  

Wizards

New Features

• We have added a description field to Wizards so users can add information to help them keep track of which Wizard is for what. *Requested by users via our Feedback Forum*
• Supplier part code is now available as a read-only column on Price and Item Detail Wizards so users can more conveniently match suppliers' items in price change files to the items in our system.

Improvements 

• Improved keyboard navigation on wizards so users can quickly enter data in cells using the arrow keys on the keyboard.
• We’ve added a back button to the Failed Wizard Entries view that will take you back to the relevant Committed Wizards page.
• Improved error messages which show when a user tries to edit a wizard that has already been deleted elsewhere.
• Local store will now show at the top of the drop down menu when creating a Barcode Label Wizard.
• When printing labels for an item with negative stock, the displayed number of labels to print will show as 0. 

Bug Fixes 

• Fixed an issue on the Reorder Level Wizard where an error showed when a value for restock point or restock level was entered over the max allowed.

Picklist

New Features

• We’ve added the ability to group rows by Customer Order on the picklist. 

Bug Fixes 

• The Picklist will now refresh when a user refreshes their browser and when a user navigates away and back to the page. 

Stock Takes

New Features 

• We’ve increased the speed of auto save so that users can speed through their edits with ease. 

Improvements

• Users will now see a pending notification when stock takes are processing, regardless of size. 

Items

Improvements 

• You can now collapse the child item creation panel when creating Matrix Items. This change is especially handy when adding new sizes to existing Matrix Products - by collapsing the panel, it’s easier to keep naming and coding attributes consistent across the entire Matrix, helping you work faster and avoid errors.
• Matrix Parent items are now excluded from the Items view when selecting to ‘Show Global Stock’. 
• Profit Margin has been moved to sit next to Price so that users can more easily look at both without having to look at the other side of the screen. 
• We’ve added a Today button onto the Sale Price Start and End date calendar. 
• Sale Price date buttons will now also amend start date making updating sales quicker. 
• Added clarifications to the Merge Item page description and pop up to make the functionality clearer and easier to use for new and existing users. 
• Opening the Stock Enquiry from the 'Committed' column of the item card will now default to the 'Customer Orders' tab.
• Made the alias creation screen on Matrix Child Items more intuitive. 

Bug Fixes 

• Fixed an issue where new attributes weren’t displaying properly on Matrix Parent page.
• Reduced the number of requests made on the page to improve performance. 
• Favourited grid layouts now loading correctly and those containing a ‘mega search’ term will display correctly.
• If a user has a favourite layout on the Item Search grid it will now persist on page refresh and when navigating to and from the page. 
• Inactive items are now hidden from Select & Select where they are not relevant. 
• Item weights show in pounds and ounces for US customers. 
• Resolved an issue in Item Imports where the errors export sheet was incorrectly showing Barcode Description instead of Alias in the Barcode column. 

Assembly Items

Bug Fixes 

• Fixed an issue where changes to child items within an assembly where not saved when users hit the ‘Enter’ button.
• Resolved an issue where the Assembly item page was stuck in a loading state due to a duplicate code attempting to be used.

Customers

New Features

• The Customer page now has a ‘Clear Details’ button so users can quickly remove contact information and notes from a customer record. *Requested by users via our Feedback Forum*
• We have added the ability to group customers’ purchase history by transaction number. This makes it easier to visually pick out which lines are on which transaction. 
• There is now a link to Customer Rewards account from the rewards section of the customer card, so users can quickly jump to the Customer Rewards account.

Improvements 

• The Gift Voucher History of a Gift Voucher redeemed via ecommerce platform will show Cashier and Store as ‘Ecommerce’ .

Bug Fixes 

• Resolved an issue where the Customer Merge errored due to empty values not being set to default values.

Customer Order Lines

Improvements

• We’ve added customer’s country as a column allowing you to quickly view and filter international orders. 
• You can now collapse the Customer Communications pop out so that you can copy, paste or simply view information on the Customer Order Lines grid. 

Bug Fixes 

• Due Date filters now correctly highlight when selected. 
• The Customer Order Lines grid now auto-refreshes when navigating to/from another page. 

POS

New Features 

• Users now have the option to create a serviced item when selling a Serialized Item – eliminating the need to create it after the transaction. *Requested by users via our Feedback Forum*
• We’ve added a button that shows the number of existing orders when setting a Customer in the POS so that cashiers have quicker access to previous order information. *Requested by users via our Feedback Forum*

Improvements

• We’ve improved how POS handles conflicting Volume and Customer Discounts so that we always use the greater of the two discounts, to give the customer the lowest price possible. 

Bug Fixes 

• Stopped the Recall Open Orders pop-up from showing more than once when a user navigates to the Delivery Address page after opening an order. 
• Fixed an issue where setting a customer with a Price Level resulted in the POS being stuck in a loading state. 

Receipts

New Features 

• We’ve added a configuration option to the Registers page to print credit card receipts. This will only apply to credit card integrations where the receipt is not printed from the terminal. *Requested by users via our Feedback Forum*
• Users now have the ability to configure if they want to include order comments on 40-col receipts. *Requested by users via our Feedback Forum*
• Print dialogs will automatically open when opening full size documents, saving users from having to click or use a keyboard shortcut. 

Improvement 

• It is now easier to view 40-col receipts with long comments. 

Bug Fixes 

• Full size Invoice documents for Australia and New Zealand stores now include the tax prefix. 

SIM

Improvements

• SIM navigation options have been renamed to make them more intuitive. 
• Corrected SIM search and import error that appears when a user tries to import a SIM item but doesn’t have a license for that supplier. 

API 

New Features

• Added the ability to post a stock adjustment through the API.
• There is now an Order Update endpoint allowing specific fields to be updated.
• Additional workshop-related fields have been added to the Customer Order GET requests in the API. 
• We’ve added the ability to get Customer Communications through the API as well as to post an external communication with a customer.