Version 6.32

Feature Descriptions

European Fiscal Compliance: Germany

Build 6.32.91: PRO-3624, PRO-3728

To meet fiscal requirements in Germany, POS Pro V6 now has the capability to connect to and communicate with a TSE device (German: Technische Sicherheitseinheit, or “technical safety device”).

Purpose

According to the fiscal requirements in Germany, the POS Pro app must be connected with a certified TSE device at all times. The TSE device is designed to ensure data inalterability and security during day-to-day operations of the POS app.

POS and TSE communicate during all fiscal-related transactions, such as creating, printing, and voiding/reversing Sales Receipts as well as managing Drawer Memos.

The connected TSE device also provides secure storage for all fiscal related data. Through POS Pro, this storage can be accessed to provide a fiscal report for tax auditing purposes.

Configuring connection to the TSE device

For the POS Pro app to communicate with the TSE device, the connection between the two must be properly configured.

1. On the Home Screen, tap More (A in the screenshot below):

2. In the menu that opens, tap Settings.

3. In the left-side panel under Settings, tap Fiscal Device.

   If the fiscal device settings must be configured by the system administrator and then streamed to the respective device, in CHQ, configuration is possible under services > device controller > [your device] > app settings > the fiscal device section (see V6.32 CHQ Release Guide in Teamwork Confluence).
   Any changes in the fiscal device settings are automatically synchronized between POS Pro and CHQ.

4. Tap Edit Fiscal Device:

5. In the Fiscal Device dialog, tap the value in the Device Type field and then select the required TSE device from the list:

6. Once a TSE device is selected, fill out the following fields that appear below:

   Field	Description	Value
   IP Address	the IP address to connect to your TSE device	Required. Empty by default
   Timeout (milliseconds)	the allowed time interval for the TSE to respond	Required. Values can range from 5000 (5 seconds) to 120000 (2 minutes). On a new installation, 5000 is set by default
   PUK (Personal Unblocking Key)	the Personal Unblocking Key to your TSE device. PUK is defined during the initial setup of the TSS device	Required. A numeric 6-character value. Blank by default
   Admin Pin	the administrator’s PIN to log in to the TSE device. The Admin PIN is defined during the initial setup of the TSE device	Required. An alphanumeric 5-character value. Blank by default
   Time Admin Pin	the factory administrative PIN that can be changed during the initial TSE setup	Required. An alphanumeric 5-character value. Blank by default
   Secret Key	the code that allows POS to access the TSE device as well as pass and receive data from the latter. This value is defined during the initial setup of the TSE	Required. An alphanumeric 8-character value. Blank by default
   Timeout for admin auto lockout (seconds)	the time interval after which the Admin account is logged out of TSE if there is no activity on the Admin login	Values can range from 900 (15 minutes) to 7200 (2 hours). 900 is set by default
   Timeout for time admin auto lockout (seconds)	the time interval after which the Time Admin account is logged out of TSE if there is no activity on the Time Admin login	Values can range from 900 (15 minutes) to 86400 (24 hours). 28800 (8 hours) is set by default
   Export timeout period (seconds)	the time interval after which TSE data export is cancelled if the TSE is in the export mode but no export calls are made	Values can range from 100 to 330. 100 is set by default

7. Once finished, tap Done in the upper right corner.

Retrieving reports from TSE

To retrieve a report from the TSE storage, for example, for tax audit purposes:

1. On the Home Screen, tap More in the navigation panel at the bottom.
2. In the menu that opens, tap Settings.
3. In the left-side panel under Settings, tap Fiscal Device.
4. Tap TSE Storage Information (A in the screenshot below): The requested fiscal information will appear in the new TSE Storage Information dialog.

   If the store employee must retrieve a fiscal report but doesn’t have the security rights to access the Settings > Fiscal Device area, the report can also be retrieved under Settings > General Info by tapping Retrieve in the TSE Storage Information field.

Managing Sales Receipts with a connected TSE device

If the connection with a TSE device is properly configured, the POS Pro app communicates with the latter at the backend when a Sales Receipt is created, finalized, discarded, voided/reversed, or printed. The TSE device thus receives and records all the necessary fiscal information.

If the connection to TSE is stable, no notifications appear in the POS Pro UI.

However, if at any stage of processing a Sales Receipt the TSE device is disconnected, the following notification appears in POS Pro (A in the screenshot below): At Teamwork’s backend, such a Sales Receipt is marked with the Fiscal System Offline indicator. The indicator informs the retailer that it is required to reconcile that offline transaction with the tax authority.

Also, if the TSE device was disconnected at any stage, the respective Fiscal System Offline statement is automatically printed on the physical Sales Receipt and/or included to the emailed Sales Receipt.

Also, Teamwork logs any problems encountered in communication with the TSE to account for any gaps or missing information.

Managing Drawer Memo: Start of Day process with a connected TSE device

When starting a new Drawer Memo, POS Pro checks the connection to the TSE device.

If the TSE is available, the Initializing TSE device… notification appears and then the Start of Day process begins. If the connection to TSE is stable, no further notifications display in the POS Pro UI.

Alternatively, if connection is lost or there’s no TSE device configured (when the location’s country = Germany), the TSE Device Unavailable dialog appears: To return to the previous area, tap Cancel.

To create a Drawer Memo without the TSE, tap Continue Offline.

If Continue Offline was selected, the following is true for that Drawer Memo:

• at the backend, the Drawer Memo is marked with the Fiscal System Offline indicator
• all the Sales Receipts further made against that Drawer Memo are also marked with the Fiscal System Offline indicator
• in POS Pro UI, in all Sales Receipts, the Fiscal system is not connected; check device notification appears
• during the End of Day process for that Drawer Memo, communication with the TSE device will be skipped

Managing Drawer Memo: End of Day process with a connected TSE device

When finalizing the End of Day process on a Drawer Memo, POS Pro checks the connection to the TSE device.

If the TSE device is available, the Finalizing TSE Records… notification appears and then the End of Day process completes. At the backend, along with the regular finalization processes, the data from the TSE device is sent to CHQ.

Alternatively, if connection is lost, the Connection Failed dialog appears: To try to connect to the TSE device again, tap Yes.

To finalize the Drawer Memo without communicating with TSE, tap No.

If the End of Day process was finalized without communicating with the TSE, the data that was not exported due to that communication error will be exported and sent to CHQ during the finalization of the next Drawer Memo when the connection with TSE is restored.

See also

• V6.32 CHQ Release Guide in Teamwork Confluence
• Mobile Quick Reference Guides in Teamwork Confluence

European Fiscal Compliance: Italy

Build 6.32.91: PRO-3998, PRO-4217, PRO-4353, PRO-4423, PRO-4383, PRO-4385, PRO-4386, PRO-4532, PRO-4722

To meet fiscal requirements in Italy, we’ve updated the POS Pro V6 app to connect to and communicate with the RT (Italian: Registratore Telematico) fiscal printer.

Purpose

The RT printer is used to print fiscal receipts as well as automatically report fiscal information to the tax authority.

In Italy, non-fiscal (commercial) receipts include reprinted Sales Receipts, Receipts for purchases under 100 Euros, a Store Copy of the Receipt, and Gift Receipts. Commercial receipts are not reported to the tax authorities.

Non-fiscal (commercial) receipts as well as other types of documents, for example, Ship Memos, can be printed only via non-fiscal printers.

It is also now possible to print an X-report via POS Pro UI for tax auditing purposes. An X-report is a midday account of sales that the POS user can generate on the auditor’s request.

Configuring connection to the RT fiscal printer

For the POS Pro app to communicate with the fiscal printer, the connection between the two must be correctly configured.

1. On the Home Screen, tap More (A in the screenshot below):
2. In the menu that opens, tap Settings.
3. In the left-side panel under Settings, tap Fiscal Device.

   If the fiscal device settings must be configured by the system administrator and then streamed to the respective device, in CHQ, configuration is possible under services > device controller > [your device] > app settings > the fiscal device section (see V6.32 CHQ Release Guide in Teamwork Confluence).
   Any changes in the fiscal device settings are automatically synchronized between POS Pro and CHQ.

4. Tap Edit Fiscal Device:
5. In the Fiscal Device dialog, tap the value in the Device Type field and then select the required fiscal printer from the list:
6. Once a printer is selected, fill out the following fields that appear below:

• IP Address: the IP address to connect to the printer
• Timeout (milliseconds): the time interval for the printer to respond. Values can range from 5000 (5 seconds) to 120000 (2 minutes)
• Cash drawer installed: the option to indicate if a fiscal device drawer is installed. If Yes is selected, POS Pro will use that cash drawer when opening the drawer is required

7. When finished, tap Done in the upper right corner.

Printing the fiscal X-report

To print an X-report, for example, for tax auditing purposes, in POS Pro:

1. On the Home Screen, tap More in the navigation panel at the bottom.
2. In the menu that opens, tap Settings.
3. In the General Info tab that opens automatically, tap Print Report in the Fiscal X-Report field: The X-report will be printed via the connected fiscal printer.

Managing Sales Receipts with a connected fiscal printer

If the connection to the printer is stable, no notifications appear in the POS Pro UI.

Alternatively, if the printer connection is not set up, the Fiscal Printer Error dialog appears: To continue processing a Sales Receipt without the fiscal printer, tap Okay.

If connection to the printer is lost, the Fiscal Printer Unavailable dialog displays: To try to connect to the printer again, tap Retry.

To continue processing a Sales Receipt without the fiscal printer, tap Continue.

Also, if the user is in the Sales Receipt area and the fiscal printer is unavailable, the Fiscal printer not found message appears at the top (A in the screenshot below): If printer connection is lost on finalizing a Sales Receipt, the Fiscal Printer Unavailable dialog appears: To try to send the receipt to the fiscal printer again, tap Retry.

To finalize the sale without printing the fiscal receipt, tap Finalize Receipt.

Saving a lottery number on a Sales Receipt

1. Under Sales Receipt > Payment, tap Add Number in the Lottery Number field:
2. In the Lottery Number dialog that opens, type the number in the Enter number field or scan the barcode provided by the customer with the camera.
3. Tap Done in the upper right corner.

Giving change to customers with a connected fiscal printer

As of version 6.32.91 of POS Pro, if the country of the location is set to Italy, giving change to customers is possible only in cash.

Accordingly, under Sales Receipt > Payment, when the amount due is negative and there are no return items on the receipt (meaning that change is to be given to the customer), only the Cash payment method is available.

Holding Sales Receipts with a connected fiscal printer

As of version 6.32.91 of POS Pro, if the country of the location is set to Italy, held Sales Receipts are never printed. Also, under Sales Receipts > On Hold, when swiping left a row with a held Receipt, the Print option is disabled.

Printing options for Italy

If the country of the location is set to Italy, in POS Pro under Sales Receipt > Payment, configuration of the printing options is not available. Sales Receipts and Gift Receipts are always automatically printed via the fiscal RT printer.

Under Sales Receipt > Payment, the following options are available at the bottom:

• Receipt: print the Sales Receipt via the fiscal printer. This option is always selected and cannot be disabled
• Store Copy: print a second copy of the Sales Receipt via the fiscal printer. Unchecked by default
• Gift: print a Gift Receipt via the fiscal printer. Unchecked by default

The same options as described above are available under Sales Receipt > Sale Complete: When opening a finalized Receipt, under Sales Receipt > History > [selected Sales Receipt] > Payment, if that is the last Receipt made and the associated Drawer Memo is not yet finalized, the Receipt, Store Copy, and Gift printing options are also enabled.

However, if it is not the last Receipt made or the associated Drawer Memo is finalized, only the Gift Receipt is available for printing:

Managing Drawer Memo: Start of Day process with a connected RT printer

POS Pro checks for the fiscal printer when the user begins the Start of Day process on a Drawer Memo. If the connection with the printer is stable, the Start of Day process begins, and no additional notifications appear in POS Pro UI.

Alternatively, if an incorrect printer type is set up, the Printer Configuration Error dialog appears: If connection to the printer is lost, the Fiscal Printer Unavailable dialog displays: Tapping Continue begins the Start of Day process without the fiscal printer.

If there are two or more unsent Z-reports on the printer, the Fiscal Printer Warning message displays:

Managing Drawer Memo: End of Day process with a connected RT printer

POS Pro checks for the fiscal printer when the user begins the End of Day process on a Drawer Memo. If the connection with the printer is stable, the End of Day process begins, and no additional notifications appear in POS Pro UI.

If any problems with the fiscal printer are discovered, the same warnings as described in Managing Drawer Memo: Start of Day process with a connected RT printer appear in POS Pro.

Additionally, when the End of Day process is finalized, the fiscal printer automatically generates a Z-report and sends it to the tax authorities.

See also

• V6.32 CHQ Release Guide in Teamwork Confluence
• Mobile Quick Reference Guides in Teamwork Confluence

New promotion types added

Build 6.32.91: PRO-3443

In POS Pro V6, we’ve now made available the following promotions:

• Buy X, get discount: an item promo where the customer can buy X items and get a discount (applied to the purchased X items)
• Spend more, get more: an amount promo where the customer can spend an amount and get a % or $ discount for the entire receipt

Configuration in CHQ

In CHQ, the rules for each promotion can be configured under sales > promotion engine > [selected promotion].

Promotions in the Sales Receipt area

In the Sales Receipt area of POS Pro, promotions are automatically applied to eligible items when the latter are added to the cart.

If a promotion has been applied, the item receives the Promo label and the green Promotion(s) Applied. View Promo(s) message displays at the top: Tapping View Promo(s) in the message opens the Applied Promos dialog. In the dialog, the name and the discounted amount of each promotion display: If the user has removed an item with a promotion under Sales Receipt > Cart, the Promotion(s) Removed. View Promo(s) message displays at the top.

Tapping View Promo(s) in the message opens the Removed Promos dialog. In the dialog, the name and the discounted amount of each promotion display:

See also

• V6.32 CHQ Release Guide in Teamwork Confluence
• Mobile Quick Reference Guides in Teamwork Confluence

Sales Receipt: Updated PRINT/EMAIL section

Build 6.32.91: PRO-4250

To provide for a better user experience, we’ve updated the document printing flow in the Sales Receipt area of POS Pro V6.

Printing a store copy of a Sales Receipt

In POS Pro, it is now possible to print a store copy of a Sales Receipt on finalization as well as from a finalized Sales Receipt. The Store Copy option is now available in the following areas:

• Sales Receipt > Payment:
• Sales Receipt > Sale Complete:
• Sales Receipts > History > [selected Sales Receipt] > Payment:

Other printing changes

The following updates have been made in the Sales Receipt area of POS Pro:

1. Under the PRINT/EMAIL section, the Sales Receipt label was changed to Receipt (A in the screenshot below) and Gift Receipt(s) – to Gift (B in the screenshot): This update applies to the following POS Pro areas:

• Sales Receipt > Payment
• Sales Receipt > Sale Complete
• Sales Receipts > History > [selected Sales Receipt] > Payment

2. Under Sales Receipt > Sale Complete, the layout of the printing options has been changed. Now, the Receipt, Store Copy, Gift, and Email buttons are located on the left and Print Options, Print/Email and Reopen Drawer – on the right:
3. If emailing Sales Receipts is not configured in CHQ, the Email option is now hidden.

   For emailing to work properly, make sure the API key to the emailing service is indicated under chq > settings > company settings > document emailing services > the Mandrill section.

   This change applies to the following POS Pro areas:

• Sales Receipt > Payment
• Sales Receipt > Sale Complete
• Sales Receipts > History > [selected Sales Receipt] > Payment
• Sales Receipt > Printing Options

See also

• V6.32 CHQ Release Guide in Teamwork Confluence
• Mobile Quick Reference Guides in Teamwork Confluence

New Check payment method

Build 6.32.91: PRO-4276, PRO-4539

In POS Pro, it is now possible to accept a Check payment when processing a sale.

Configuration in CHQ

For the Check payment to be available in POS Pro, the Check payment method must be set up in CHQ under settings > sales > payment methods.

Also, the Check payment method must be marked as visible for your store location under settings > sales > payment methods > location settings > [selected location] > the visible checkbox.

Please note that in the current basic implementation of this payment method, the following Check payment related settings are ignored by POS Pro:

1. Under settings > sales > payment methods > [Check payment method]:

   • require customer
   • allow for positive amount
   • max positive over-tender $ and max positive over-tender %
   • allow for negative amount
   • max negative over-tender $ and max negative over-tender %

2. The allow negative setting under settings > sales > payment methods > location settings > [selected location].

Accepting a Check payment on a sale

To accept a Check payment, in POS Pro:

1. On the Home Screen, tap New Sale.

2. In the Sales Receipt area, add a customer and sale items (see Mobile Quick Reference Guides in Teamwork Confluence).

3. Tap Payment at the bottom-right.

4. In the Payment area, tap Check:

5. In the Check dialog that opens, fill out the following fields:

   • Amount: the check payment amount. By default, the value is set to the amount due
   • Check: the check number
     

     As of version 6.32.124 of POS Pro, depending on the check # required value under chq > settings > sales > payment methods, the Check # field in POS Pro may be:

     • required (displayed in bold and with the * sign)
     • not required
     • not visible

6. Tap Done in the upper right corner. Back in the Payment area, the respective check payment record appears on the left. To view or remove the payment record, swipe left the payment row (highlighted in the screenshot above) left and then select the required option:

7. Once the full payment amount is accepted, tap Finalize at the bottom-right.

See also

• V6.32 CHQ Release Guide in Teamwork Confluence
• Mobile Quick Reference Guides in Teamwork Confluence

IP-based connection to AirPrint printers

Build 6.32.183: PRO-4786, PRO-4249

Mobile devices running the POS Pro version 6 app can now connect to an AirPrint printer using the IP address.

Purpose

AirPrint is a technology that allows an Apple device and a printer to communicate via a wireless newtwork. With AirPrint, a POS device can quickly connect to the required printer without any cables or printer-specific drivers.

However, the AirPrint technology doesn’t work across multiple subnetworks if the retailer employs network segmentation in their environment.

• set up within the same subnetwork as the device sending out the printing data, and
• connected to that device using the IP address

Thus, to allow mobile devices to communicate with AirPrint printers in conditions described above, we’ve made available the IP-based connection.

Connecting to an AirPrint printer using the IP address

To set up an IP-based connection to an AirPrint printer, in POS Pro:

1. On the Home Screen, tap More (A in the screenshot below):
2. In the More menu that opens, tap Settings.
3. In the left-side panel, tap Printers.
4. Under Printers in the upper right corner, tap Add New Printer.
5. In the dialog that opens, define Printer Number, Name, and set Printer Type to Network/IP. Then, in the Printer Model field, select IP AirPrint: Also, in the IP Address field below, enter the required IP address.

   For the correct IP address turn to your network administrator.

6. Tap Done in the upper right corner.

See also

• V6.32 CHQ Release Guide in Teamwork Confluence
• Mobile Quick Reference Guides in Teamwork Confluence

Issue Resolutions

Purchasing a Gift Card doesn’t change the Sales Receipt total

Build 6.32.91: DS-1881

We’ve fixed the issue where adding a Gift Card to the customer’s purchase under Sales Receipt > Cart sometimes didn’t change the total payment amount.

Invoice Information: States/provinces are not limited by the selected country

Build 6.32.91: DS-1887

Issue

In the Invoice Information dialog of the Sales Receipt > Payment area, options for the State/Province field weren’t automatically limited if the Country field was populated.

Resolution

Now, if the Country field is defined, only relevant states/provinces are shown as possible options for the State/Province field.

Sales Receipt: The RFID reader doesn’t reconnect after closing the GC Purchase dialog

Build 6.32.91: DS-1893

We’ve fixed the issue where the RFID reader would sometimes fail to reconnect to POS Pro after the user closed the Gift Card Purchase dialog.

Sales Receipts with items added via RFID scanning fail to print via the RT printer

Build 6.32.137: DS-1952

Issue

At locations with country = Italy, if sale items were added to the Sales Receipt via RFID scanning, that Receipt sometimes didn’t print via the RT fiscal printer.

Resolution

The issue has been fixed. Now, Sales Receipts with items added with an RFID scanner are successfully printed via the RT fiscal printer.

Sales Receipt: The RFID reader doesn’t reconnect after an item is removed from the Cart

Build 6.32.183: DS-1960

We’ve fixed the issue where the RFID reader would fail to reconnect to the POS device after the following:

• under Sales Receipt > Cart, an item was added with an RFID reader
• the user tapped the added item to open the [item name] - edit dialog
• in the [item name] - edit dialog, the user tapped Remove Item from Cart and then returned to Sales Receipt > Cart

  The RFID reader should disconnect when the user opens any dialogs over the Sales Receipt area or leaves it completely. When the user returns to the Sales Receipt area, the connection should be automatically restored.

Sales Receipt: Incorrect behavior of the Gift option

Build 6.32.183: DS-1961

Issue

Under Sales Receipt > Payments, the Gift option at the bottom wasn’t checked after the following:

• the user tapped Gift at the bottom
• in the dialog that opened, the user assigned items to one or several Gift Receipts and then saved changes by tapping Done

Resolution

Now, if at least one item is assigned to the Gift Receipt, the Gift option displays as checked under Sales Receipt > Payments.

If the user assigned no items to the Gift Receipt(s) and then tapped Done, the Gift option remains unchecked.

Customer: Purchase history load time reduced

Build 6.32.183: DS-1956

We’ve made performance improvements to speed up loading of a customer’s purchase history in POS Pro.

Catalog: Missing Direct Printers section in the Print Options dialog

Build 6.32.188: DS-1993

We’ve fixed the issue where, under Catalog > Print Tags > Print Options, the Direct Printers section wouldn’t appear in the dialog as expected.

Original Sales Receipts marked as duplicates

Build 6.32.194: DS-2010

Prior to version 6.32.194, a printed Sales Receipt could sometimes have the Duplicate label on it even if it was an original Sales Receipt.

The issue has been fixed. Now, only reprinted Receipts have the Duplicate label.

RFID reader connection issues

Build 6.32.194: DS-2009

We’ve fixed the issue where the connection to the RFID reader could be lost several times when processing a sale. Also, to help with tracking such problems, we’ve added logging of RFID connection issues.

Synchronization failed with the “ALREADY_EXIST” error

Build 6.32.198: DS-2025

We’ve fixed the issue where manual synchronization of the POS Pro app sometimes couldn’t complete due to the “ALREADY_EXIST” error.

Sales Receipt: Incorrect behavior of the Buy X, get Y promotion

Build 6.32.202: DS-2037

Issue

In POS Pro, the Buy X, get Y promotion was sometimes incorrectly removed and applied every time an item was added to Sales Receipt > Cart.

Resolution

The issue has been fixed. Now, the Buy X, get Y promotion is correctly applied to eligible items and removed when the respective items are removed from the Cart.

RFID tag reprogramming doesn’t work with a disconnected fiscal device

Build 6.32.202: DS-2040

Issue

At locations with country = Germany, under Sales Receipt > Sale Complete, the RFID tag reprogramming didn’t start automatically if the fiscal device was disconnected.

Resolution

Now, as expected, the tag reprogramming process automatically starts in the Sale Complete area even when the fiscal device is disconnected.

Adyen payments: POS returns to the Home Screen without finalizing Sales Receipts

Build 6.32.202: DS-2045

We’ve fixed the issue where POS Pro, when processing payments made via Adyen, returned to the Home Screen without receipt finalization.

RFID reader connection issues

Build 6.32.202: DS-2026

We’ve fixed the issue where the RFID reader could occasionally disconnect when processing a sale.

Receipt is not printed with the TSE fiscal device offline

Build 6.32.202: DS-2041

Issue

If POS was initialized for a location with сountry = Germany and the TSE fiscal device was disconnected, on finalizing a sale, it was impossible to print the Sales Receipt.

Resolution

The issue has been fixed. Now, as expected, it is possible to print the Sales Receipt even if the TSE fiscal device is not connected.