myStock Update

Improvements:

• Month End Reports.
• Stock Action Names add to Reports.

POS 7.7.60704

Bug Fixes:

• Fixed Credit Note not responding.
• Fixed UI scaling on Voided Tab.
• Fixed Type Error on Quotes when selecting a Customer.
• Fixed – Gratuity if shortfall is less than Service Fee.

myStock Update

Features:

• New Tabs Reports: Added New Tabs Report where you can view all actions and information on any Tab.
• Duplicate Pricing Made Easy: You can now copy the selling and cost prices when duplicating an item.
• Track Waste: Added a Wastage Report to help you monitor and manage waste.
• New Stock Issues Report: New Stock Issues Report added to track your Stock Issues in your system.
• Supplier Returns Report: Easily track items returned to Suppliers with a dedicated Report.
• Add-On Options for Items: Introduced extra options to customize items with add-ons.
• Modifiers on Items: Modifiers will now be handled in myStock instead of TallOrder Admin.
• Portion Control for Modifiers: You can now manage portions for item modifiers in myStock.
• Helpful Recipe Tips: Tool Tip added on Recipes for Department Selection.
• Item Purchase Tracking: New Purchase by Item Report shows purchases for each individual item under Inventory Reporting.
• Improved Tag Report under Settings: Enhanced Report for organizing and keeping track of Tagged Items.
• Selling Location Display: The selling location now shows alongside the stock location in the system header.
• SKU Field added to Stock Takes: The SKU will now show on your Stock Takes.

Improvements:

• Show Voided Transactions: When you include sales in stock inquiries, voided transactions will now be shown.
• Better Modifier Display: Modifiers now appear more like tags in the stock enquiries section for easier viewing.
• Delete Unused Modifiers: You can now delete modifiers if they aren’t linked to any items.
• Banking Details on Invoices: Added banking details to the invoice PDFs for convenience.

Bug Fixes:

• Tab Payments Issue Fixed: Fixed a problem with the payment column in the “Tab Payments by Staff” and “Transactions” reports.
• Credit Note Summary Fixed: Credit notes now show the correct payment amounts in summaries.
• Supplier Info Saving Issue: Fixed a bug where supplier details didn’t save when adding an address.
• Duplicate Levels in Drafts: Resolved an issue where duplicate stock levels were shown in the SR draft item drawer.

7.7.60704

Improvements:

• NFC Reader Settings: Added functionality to save settings after disconnecting and reset sign-in for a smoother user experience.
• Manager PIN for Fingerprint on Reprint: Managers can now use a fingerprint with a PIN to authorise reprints.
• Manager Cashup Revamp: The cash-up process for managers has been revamped for better accuracy and ease of use.
• Gratuity Removal on Reopened Tabs: Gratuity is now automatically removed when a payment on a reopened tab is altered.
• New Tag Report for Tabs: TAG options selected as part of a tab will now generate a new tag report.
• Service Fee Improvement: Service fees now remain when changing an order to Take Away, ensuring correct fee application.
• Bigger QR Codes: QR codes on printed materials are now larger for better readability and scanning efficiency.
• Attendance Improvements: Staff can now clock in or out from different devices, improving flexibility for workforce management.
• Kitchen Order Print Headings: It is now possible to print headings on kitchen orders for clearer communication.
• Credit Note Revamp: Enhanced functionality for credit notes, improving their accuracy and usability.
• Removed Gratuity on Long Press Pro-Forma: The ability to add gratuity via long press on pro-forma has been removed.
• Kitchen Order Printing: Improvements in the sequence of kitchen order printing for better workflow in busy kitchens.
• Voided Items Return to Stock: A default setting has been added for voided production or purchase items to return to stock.
• Barcode Scanning Revamp: Scanning performance has been improved for quicker and more reliable response times.

Bug Fixes:

• Open Item Quantity Update: Fixed an issue where open item quantities were not updating correctly when changed.
• Staff Member Checkout: Resolved an issue preventing checkout when creating a new staff member on the POS.
• Quote Price Not Changing Menu Price: Fixed a bug where changing the quote price affected the menu price.
• Service Fee Discrepancy: Resolved inconsistencies in service fee summaries by payment type.
• Customer Email Flag: Fixed an issue where adding a customer to a tab inadvertently triggered an email flag.
• Reopen Tab Payment Info Calculation: Addressed an issue where reopening a tab caused payment information to override values, affecting cash-up.
• NaN Issue on Cashup: Fixed an issue where invoice totals of 0 displayed as NaN on cash-up manager screens.

New Features:

• Account Payment and Credit Note Unique Numbering: A new system to assign unique numbers for account payments and credit notes.
• Credit Note Item Details: Credit notes now include detailed item costing and information.
• POS Log for User Sign-ins: A log is created when the POS is signed in as Master, Additional, or Independent, and when logging out.
• Print Customer Balances Option: New setting to enable or disable printing of customer balances.
• Block Tab Reopen Setting: An option has been added to block reopening of tabs entirely.
• Pro Forma Reprint PIN: If a pro forma is printed more than once, managers can now set a requirement for a PIN before reprinting.
• Manager Shift ID: A new feature that includes a ManagerShiftId for better management tracking.
• A4 PDF Revamp: Improved formatting for A4 PDFs for invoices, credit notes, and quotes.
• Yoco Support for Tips: Support has been added for processing tips via Yoco.
• Bluetooth Printer Support for iOS: Additional support for Bluetooth printers on iOS devices.
• Manual Service Fee and Tax Adjustments: Added functionality to manually add or remove service fees and taxes to a tab.
• Refund Options on Payment Types: New option to enable or disable refunds for specific payment types.
• Benson Refunds: New feature added to streamline refund processing through Benson.

Important Information for the Upgrade:

• Upgrade Requirements:
  Only iOS and Windows users making use of our myStock inventory system will receive this update. POS Inventory merchants can still benefit from this update, but the latest reporting,  new customer enhancements and features will be exclusive to myStock users. To access these new capabilities, an upgrade to myStock is necessary.

• New Features Activation:
  Users who want to make use of new customer functionalities must complete this upgrade.

Upcoming Xero & Sage Integrations:
This release does not include the enhanced accounting integrations with Xero and Sage, which are now going through final testing and will follow this major release.

myStock Update 

Bug Fixes:

• Fixed Taxes and Fees Duplicating Gratuity: Gratuity won’t be duplicated in the front-end anymore (myReports).
• Stock Location Naming Issue: Stock location names with a dash (“-”) now save correctly.
• Deleting Stock Take Templates: You can now delete created stock take templates.
• Incorrect Tenant Name on Purchase Order PDFs: Fixed the issue where the wrong Merchant name appeared when printing a purchase order. Only applicable to users that manage multiple merchants.
• Supplier Return Print Issue: Printing supplier returns now works properly.
• Stock Take Rejected Tab: Fixed the drawer value issue on the rejected tab during stock takes.
• Purchase Order Templates: Fixed the issue where templates weren’t saving.
• Stock Location Settings Toggle: You can now activate or deactivate stock locations more smoothly.
• Product Type and Recipe Tab: Products marked as “Purchased” will no longer have a recipe tab available for editing.

New Features:

• Add Customers for myStock: You can now add customers directly into myStock.
• Account Payment Receipt Summary: Added a summary view for payment receipts (myReports).
• Invoice No. and Tab Summary for Payments Report: The Account Payments report now includes an invoice number and summary tab.
• Support for New Product Activation: You can now activate new products in specific locations.
• Markup % Column for Inventory Report: A new “Markup %” column has been added to the inventory report.
• Supplier Returns Reports: Supplier returns now have their own dedicated report.
• Modifiers for Stock Enquiries: You can now add and view product modifiers in stock enquiries.
• Modifiers Add-On and Portion: We’ve introduced add-ons and portion options to product modifiers.
• New Archiver Schedule: A new archiver schedule is available for global lookups.
• Finance Settings: You can now add customer types, taxes, and foreign currencies to finance settings.
• Global Lookups: Support has been added for locales, currencies, languages, and countries in global lookups.
• Sale Locations: Sale location management has been added to settings.
• Graphs and Charts in Sales Reports: Overview graphs and charts are now available in sales reports.

Improvements:

• Tax and Fee Naming: The term “Taxes and Fees” has been updated to “Taxes and Fees” (myReports).
• Tags Report: You will now be able to pull a Tags report if you make use of Tags for your products.
• Credit Note Summary: A summary for credit notes is now available.
• Wastage Option: You can now filter wastage options on the dashboard.
• Recipe Export Cost: Recipe export now correctly includes cost data.

myStock Update 

New Features:

• When creating a new item, the Weighted Product option is now unchecked by default.
• Added a search filter bar to easily receive stock items.

Bug Fixes:

• Fixed issue where deleted Release Orders did not add items back to the PPO (Pending Purchase Order) list on the Admin Location.
• Resolved error when rejecting items on POR (Purchase Order received). The Total Ex Vat will now adjust correctly.
• Corrected Reports group filters to display correctly in the “Stock Movement Report” Date Time Filter.
• Fixed pagination issue in MS (myStock) reports returning more items than necessary.  Addressed issue with PO (Purchase Order) reports where Goods Received Note Items were not returning any data.
• Fixed missing item names when creating a production order.
• Resolved Application Error related to the “Allow Cost Centre to Place Purchase Orders” setting. Fixed various issues related to location settings and stock types.
• Removed STK Recount checkbox to avoid re-selection.
• Fixed error when adding more items to PPO (Pending Purchase Order) resulting in no data. Corrected issue where deleting placed Requisitions from Source Location did not remove items from PPO (Pending Purchase Order) list in Destination Location.
• Adjusted behaviour for stock takes to show items with 0 variance by default.
• Added auto-refresh to stock movements when in Stock Enquiry.
• Added 4 decimals to costing on edit recipe and stock levels drawers.
• Adjusted settings availability for location stock types.
• Corrected calculations for GP Margin % on Purchase Order Received.
• Various other minor bug fixes and improvements.

Enhancements:

• Added HS Code on stock inquiry if Setting Use Fiscalisation is enabled on Tenant Settings.

Stock Management Improvements:

• When placing a Production order, correctly add items to the Back Order (BO) total.
• When accepting items, properly reduce BO (Back Order) by the quantity accepted.
• When placing a PO (Purchase Order), accurately add items to the BO (Back Order) level.
• When receiving items against a PO (Purchase Order), deduct the quantity received against the BO (Back Order) level.
• When placing a Stock Requisition, properly add the ordered quantity to BO (Back Order).
• When receiving stock against an SR (Stock Requisition), deduct the received quantity against BO (Back Order) level.

Important Notice:

Customers using myStock are urged to ensure that they update their TallOrder POS version to the latest POS version to ensure stock movements are managed correctly in myStock. As an integrated application, it is important that TallOrderPos is also on the latest version for the two applications to work as intended. Please note that if your TallOrderPos is not upgraded, any incorrect stock movements may need to be corrected through a stock take, as myStock relies on accurate data from TallOrder POS

SlipApp Update 

Important Notice:
For optimal performance, please ensure that you are using the Firefox browser on both Windows and Android devices.
http://slipapp.tallorder.mobi/

Download Firefox APK for Android:
To install Firefox on Android, please use the following link and ensure you download the correct variant for your device’s CPU: Firefox APK

New Features and Enhancements:

1. Quick Win: Colour Change of Orders and Average Preparation Time Counter:

Kitchen managers and owners now have enhanced visibility into kitchen performance with the following features:

Order Preparation Time Settings:

• Users can now choose to enable or disable the use of order preparation time.
• If set to “No,” orders will default to the current green shade upon double-tapping.
• If set to “Yes,” orders will default to the current green shade upon double-tapping, with additional colour indications:
  • Yellow: Orders will change to yellow after a specified duration (e.g., 10 minutes).
  • Red: Orders will change to red after another specified duration (e.g., 20 minutes) and remain red until marked as complete with a double-tap.

Average Preparation Time Counter:

• Calculation: Preparation time is calculated as the difference between the end time and the start time of each order.
• Average Calculation: The average preparation time is determined by summing the preparation times of all orders and dividing by the total number of orders.

myStock MonthEnd Process 

Ensuring a smoother transition into the new month. Here’s what you need to know:

Process Overview: The month-end process involves recording stock levels at the end of each month. Please note that this process is only necessary for locations that hold stock. Locations like Cost Centres or Admin locations are not required to undergo this process.

Starting the Month-End Process:

• When a user with the necessary permissions initiates the MonthEnd Process (MEP), it triggers the process for all stock-holding locations simultaneously. We would suggest users check that all locations are in MonthEnd before commencing with any further actions.
• For first-time MEP initiation, you’ll be prompted to enter the start date and time of the month (defaulting to 00:01 on the 1st day) and the designated month (usually auto-detected). Please ensure that a date and time is visible starting on the 1st day of the month. If you are not able to see the specific date and time on your Merchant please contact our support line to ensure your starting date is set to the correct opening date and time. (important you should not only see a month and year)

Recording Stock Levels:

• At the beginning of the MEP, myStock will capture system stock levels for active items at each stock location.
• The MonthEnd Review report will display initial system stock levels and any adjustments made during the process.

Pause for Adjustments:

• The myStock MEP allows you to pause new month transactions to facilitate stock takes and necessary adjustments before finalizing month-end stock levels.
• Please note NO TRADING DURING STOCK TAKES SHOULD BE ALLOWED even while in the MEP. Stock orders will be blocked by myStock during stock takes.

Recommended Steps:

1. Initiate the Month-End Process once trading for the month is completed.
2. Post any overlooked stock orders like Receipts, Issues, Waste, or Returns, marking them with the yellow highlighted MonthEnd date checkbox to update stock levels for the current month.
3. Process new stock orders as usual, leaving the MonthEnd date checkbox unticked to pause stock level updates until MEP completion.
4. Conduct comprehensive stock takes to count all relevant inventory items. (No trading during stock takes should be allowed)
5. Review variances and make necessary adjustments to resolve them. (recount if required)
6. Check item stock levels and cost outliers using the Current Inventory Stock report. We recommend downloading this report for reference before finalizing Month-End.
7. Once satisfied with stock levels, Complete the MEP for each stock location.
8. Remember to complete the MEP for every stock-holding location.
9. Upon completion, myStock will record closing stock levels and calculate month end Inventory summaries per stock action (Sales, Receipts, Issues, Waste, production, etc.).
10. Access your Month-End items report from the Reports, Inventory section.
11. For first-time users, the system calculates opening stock levels based on monthly stock movements.

7.7.60601

New tasks Implemented

Foreign Currency CheckOut:

New Additions and Operational changes:

• When Discounts have been applied to a Tab/ Item, it first had to be removed before the quantity of the item could be adjusted – The discount will now automatically be removed, and quantity can be changed much more efficiently.
• Account Balance now shows on the Account Receipts after payment has been processed and Invoice is printed.
• GOPM calls (such as SnapScan, Zapper and Masterpass) now include a few additional fields: Tax total, Item specific Tax, Original Price of item and Discounted Price when applicable – This allows for future additions to any integrations using the GOPM call method.
• Added a more Secure way of utilizing Service Fees – This will assist with any abuse of the feature that could’ve taken place.

7.7.605

Improvement:

• POS can now fully handle large and complex tabs

7.7.604

New tasks implemented

• Update the order lines in POS to use the tenant decimal currency.
• On mobile platforms: Now hides the master login selection.
• Silent sign in to retrieve aws_credentials when object is empty in pos-config.

Improvements:

• Discount Values improved.
• No reprinting of receipt tax value of closed tab increases.
• Tax on promotions.
• Subtotal now include discounts.
• Items price now corresponding to the weighted bar codes.
• Reprinting closed tabs on iOS
• iOS staff inactivity now functional.
• Tax and line total calculations improved.
• Invoice_number now saved in PO’s template
• Converting Quote to tab multiplies the item quantity
• POS completes the remainder of the PO’s
• Closed tabs do not reflect same values as discount
• Discount on Line Item do now subtract
• Multi taxes calculation improved.
• Excluding taxes calculations on line total improved
• QR codes now display on android devices;
• Sign-in for multiple stock locations available for a single location enabled.

7.7.603

(Please note this new build is only for Windows and iOS. The Android version is pending.)

Notable Updates:

• Implement a Sanity check on POS for empty stock-levels object.
• Decimals in currency are fully allowed.
• Encrypt AWS keys in pos-config.
• Transaction Sync log, StockAdjustments, PrintLog and TabAudit should be cleaned.

Improvements: 

• Tax calculation in POS improved.
• Enable NFC card readers on Additional Devices.
• Enable offline login when users disconnect.

7.7.6

(Please note this new build is only for Windows and iOS. The Android version is pending)

New tasks implemented

• Added service fee total in cash up summary.
• Added POS Off Line notifications to disable on-line services.
• Added functionality to disable POS menu editing.
• Added functionality to clear Staff table and User table on publishes.

Improvements: 

• Gratuities to be deducted from Cash Expected.
• Shift report restrictions.
• Stock Take quantity update.
• Layout Shift Report in landscape mode.
• Added Closed / Open date functionality on managers report.
• Added functionality to disable submit button on end shift to prevent duplicate shifts starts.
• Added functionality to reload POS printer setting if lost.

7.7.5

New tasks implemented

• Added support for Yoco (on iOS as initial launch)
• Added Option to display term for Gratuities as Tip or Gratuity on slips
• Added options to either hide or show Gratuity & Total Lines on proforma (Show Gratuity & Total Lines on Proforma)
• Added options to either hide or show Guest Signature on proforma (Show Guest Lines Signature Lines on Proforma)
• Added options to either hide or show “thank you & have a nice day” message (Print POS Footer on Pro Forma/Receipts)
• Added option to print or hide tax rates on POS (Tax Types – Print Tax Rate)
• Added support for Sales Reps to be added to Retail type merchants

Improvements: 

• Multiple improvements on Cash Up report – especially with regards to Petty Cash & Account Payments
• Changes to negative stock feature and how negative stock impacts costs
• Enabled functionality of keyboard on checkout tender amount keypad modal
• Decimal point on quantity modal enabled
• Tax Type start and end dates enabled
• Manager and Shift report show Turnover + Gratuity instead of Turnover now
• Account Statements printing improved
• Cashier type settings improved

7.7.4

New tasks implemented

• Brought in functionality for Cashier type to be added to Waiter / Cashier – to be able to see all open tabs on POS across Sales Location, as well as all, closed across Sales Location under Tabs lookup
• Brought in functionality for Checkout allowed or not for POS Waiter / Cashier
• Brought in PDF printing of invoices on long click checkout – ideal for Retail merchants. Allows A4 size invoices to be printed from POS via PDF screen to A4 printers
• Separated Produce function into a new Wastage event and Produce event separately for better tracking of wastage in recipes
• Brought in functionality to kick open cash drawer even when noReceipts is on.

Improvements: 

• Updated POS to consume Show Discounts setting – this allows our merchants to hide or show discounts on slip via an Admin toggle
• Quantity modal able to update quantities
• POS shows currencies on printed receipts / proformas as per “Show currency symbol throughout the POS” setting
• Layout of Receive transfer Modal updated.

7.7.3

New Integrations

• Built in support for Local Device Payment Processor (LDPP) with support for Innervation Veriphone LDPP

New tasks implemented

• Updated Cart icon to a newer more modern Checkout icon instead of the trolley.
• Shift & Manager Reports lookup now looks at Shift closed dates vs Shift opened dates.
• Added Support for LAN Printers in iOS & Windows builds.
• Added support for Multiple Taxes per product.
• Changed Location selector switch to only show on Sign In screen.
• Improved the Purchase Order UI display to be more descriptive in terms of Last Costs & Quantities (On Hand & Back Ordered).
• Made the reference number more unique especially for Retail merchants – for refunds – now in format of {StockLocationId}- {YYYYMMDD}- {IncrementedCounter} e.g. 20211108-560-00001 vs only 560-00001.
• Brought in functionality for no receipt printing on checkout.

Improvements:

• Improved printer settings & configuration.
• Draft Purchase Orders are now removed instead of stored.
• Backorder quantity duplications no longer appear on Purchase Orders.
• Fixed issues with using devices across multiple locations, to take current signed in location into account for Purchase Orders adjustments.
• Fix to not create multiple stock adjustments on update quantity modal for Retail.

iOS

• TallOrder Point of Sale is now available on iOS tablets.
• IOS build is mainly focused on iPad & iPad Pro sizes currently, iPad Mini & iPhone sizes to follow shortly after iPad builds have been released
• iOS only works with Epson LAN Printers when running in standalone mode, e.g. acting as Main or Independent – if running as Additional, it can print to a Main device’s connected printer / defaulted printer iOS
•  IOs versions 11+ are supported, however iOS13+ is recommended due to the easier installation process via TestFlight.

7.7.1

New Integrations

• Built in support for Local Device Payment Processor (LDPP) with initial EMV card terminal support for African Resonance FNB.
• CashKeeper Innervation integration
• Built in support for Order Display Feature, MyTab (https://mytab.tallorder.mobi)

New tasks implemented

• Added support to be able to post through 0 amount tabs (Complimentary items) to PMS systems
• Added support for creating recipes via POS, with support for recipe stock units
• Added functionality for Assembly items to work whether it is stock item true or false.
• Added ability for any stock items true to show in inventory stock-take screens, even for assembly type items
• Added functionality to print complimentary add-ons and options depending on admin tenant setting
• Selling Location name added to Manager Cash Up Report
• Limiting quantity modal input fields to 9 characters maximum quantity
• Brought in masking of manager & staff pins on users on POS with **** and ******

Adjustments and Updates:

• Recipes fully functional in POS for Hospitality & Retail
• Better stability for SnapScan override payments and handling thereof.
• Reopening of shifts amended- you now cannot reopen shifts while having a current shift still open
• TOGO tabs now a part of cash up
• Now able to do negative quantity stock take inputs

Auto Inventory

• We have removed the concepts of Inventory Tree and Inventory headings and will automatically manage the inventory sequence and structure by Department/Items alphabetically within department.
• We have added the much-requested Item setting called “Stock Item” which has a ‘Yes/No’ option. By default, the Stock Item setting will be ‘Yes’, but you can change this as required. When an item is set as Stock Item, it will appear in any of the inventory processes and on inventory reports and of course stock levels will be tracked.
• Items where Stock Item is set to ‘No’ will not show any stock quantities and will not appear on any of the Inventory processes. Cost calculations will be based on the item’s Cost field. These are typically items which are services and where stock levels are not tracked. Items that are recipes of type assembled will generally not be a stock item, whereas recipe items that are produced in batches will generally be a stock item.
• One of the easiest ways of updating the Stock Item settings will be via Export / Import process using the likes of Excel. We are also adding a new Stock Item Export option that will make it easier working with the most used inventory fields.

Xero

• TallOrder has moved over to the latest version of the XERO API.
• TallOrder now posts Supplier PO’s and Supplier Invoices to XERO as Awaiting payment and not directly to Bills – you are therefore now able to first approve bills before paying your suppliers.
• Item level VAT overrides Merchant’s VAT setup
• Delivery charges on Purchase Orders now sync through to Xero
• Improved logging regarding Xero side accounting setup changes, notifying uswhen changes need to be made TallOrder side
• Built in error handling to be able to insert slashes in control accounts
• Enabled option to enable Inventory through Xero but not requiring Cost of Sales setup
• Check has been built in to see if a customer has existing Credit Notes and if so credit notes will be allocated to outstanding invoices
• CustomerID now being used as unique identifier to identify customers, giving users the freedom to change their customer’s names and emails
• Invoice Numbers now being sent through to Xero as Supplier references and Purchase Order Numbers have been adjusted to be unique and to be similar with your TallOrder Purchase Order Numbers
• Purchase Orders now sync through based on each Suppliers Tax on Xero

7.6.28

• Supplier filtering on purchase orders have been fixed.
• Stock take sorting has been fixed.
• Ensuring sorting inside stock take sheets stay in sequence.
• Purchase order filtering via headings for items and suppliers have been fixed.
• The base unit of items will now be updated correctly on the POS side when changed on our Admin side and published.