March 24, 2022

Intraday Polling Enabled for Over 30 POS Systems

Discover the Sales and Labor data available at your fingertips when intraday polling is enabled for your database. See here if your POS is one of the over 30 POS Systems setup for intraday polling.

March 17, 2022

AP Credit Memos – Available in the Smart Ops Experience

No need to shift back to the Classic Experience specifically for AP Credit Memos. Create, review, and approve AP Credit Memos directly from the Invoices page in the Smart Ops Experience.

Set Item Category Variance Caps for Allowable Variances

Define Item Category threshold variances so that item costs within those Item Categories are better managed. 

View "New Items" Alerts while Entering Inventory

When new items are added to your R365 database, a "New Items" alert will appear when creating a new Inventory Count or updating an Inventory Count Template for all Locations. This reminds Users of new items and enables them to add new items as needed. See supporting documentation.

Intraday Polling Is Enabled for 8 Additional POS Systems!

Eight additional POS Systems now have access to the Intraday Polling feature, where POS data is polled every 15, 30, or 60 minutes, depending on the POS. View the list of supported POS Systems here.

February 17, 2022

Schedule Writeback – Now Available for Aloha!

Published schedules can be pushed into Aloha POS Systems to ensure that Employees aren't clocking in too early. Learn more about Schedule Writeback for your team.

Track Row and Column Layout Usage in Custom Financial Reports

Gain a better sense of Row and Column Layouts that are the most and least beneficial for your organization by viewing layout usage. This number will be listed next to each Row and Column Layout in their layout selectors for easy reference, and hovering over the template icon will display the reports that use the corresponding layout. Learn more about Row Layout and Column Layout usage.

Compare Current Year to Pre-Pandemic Data in Multiple Key Reports

You have the option to compare the current year's data against pre-pandemic data with the additional YOY Comparison option of 3 Years Ago (3YAGO). These key reports include:

January 13, 2021

Utilize Shopping Lists in the Smart Ops Release
No need to return to the classic experience to use Shopping Lists! Shopping Lists can now be built out and put in use directly from the Smart Ops Experience. See supporting documentation on Shopping Lists and Order Forms.

Enhanced User Location Security Access that's Easier to Maintain

User Location access can be granted by Legal Entity or Location Reporting Category, in addition to the current Specific and All Location options. 

Assigning a specific Legal Entity or Location Reporting Category will ensure that the User has access to all existing and future Locations assigned to the selected option. See supporting documentation.

Financial Dashboard includes Saved Views for a Faster Review!

Save a range of Financial Dashboard views in order to make quick assessments of multiple stores' financial health. These views can be saved for you or shared across the team. See supporting documentation.

Filter by Payment Method when Creating a Check / Payment Run

Payment Methods can be filtered on a Check/Payment Run to display only the types of payments that you'd like to pay at a given time. See supporting documentation.