This release will be available to users throughout May 2026.
Fulfilment Permission for Lay-By / Unfulfilled Orders
A new POS security profile option has been added to allow authorised staff to fulfil eligible lay-by and unfulfilled order items without needing access to edit processed sales.
POS Profile Setting: Allow Fulfilment of Lay-By / Unfulfilled Orders
- This allows basic POS users to complete valid fulfilments independently, such as fully paid lay-bys or account customer orders that are within credit limits, without requiring a manager override.
- The permission applies only to fulfilment actions. All existing validations remain in place, including payment checks, serial number requirements, and credit rules. Other sale details remain locked unless the user has the required access to edit processed sales.
- As part of this update, users who already have Edit Process Sale access will automatically receive this permission. All other users must be explicitly granted access by a store manager or administrator.
Bulk User Management — Update Users via Excel Upload
Administrators can now create and update users in bulk using the Excel upload tool.
- Using the existing Excel template, admins can upload a file that includes a mix of new and existing users, while also assigning outlet and stock outlet access in the same process. Existing users are matched by User Code, ensuring updates are applied to the correct records.
- To prevent accidental overwrites, updates to existing users are only applied when administrators explicitly select the Update Existing Users option during upload.
- Administrators can also export existing users directly from the Users page in the same format, making it easier to review, update, and re-upload user data.
To Edit User via Excel Upload,
- Go to Staff > Users and select the new “Export to Excel” button from the footer.
You can also download a blank upload template by clicking “Click here to download template.”
- After the file is updated with your changes, follow the upload process. The details are shown on the page wher you can then click on “Import Excel Data” to apply the changes.
- Ensure to click the checkbox in Step 3 of the import process, if updating existing users.
- Note: Changing the User ID of exsiting users is not supported, as this is the identifer for existing users.
Example Layout:
POS Security Improvements
Fulfilment Permission for Unreceived Transfer Items Orders
Store users are now warned — and in some cases prevented — from fulfilling order items at POS when those items are linked to a stock transfer that has not yet been received and made available at the outlet.
This helps prevent accidental fulfilment of products that are not physically available, reducing operational issues and customer confusion.
How it works
- When an order item is linked to a transfer that is not in the “Available” state, the system will:
- Always display a warning before fulfilment can proceed.
- A new POS security setting controls whether fulfilment is allowed in this scenario:
- POS Profile Setting: Allow Fulfilment of Items with Transfers Not Yet Received
- Enabled: User may proceed after acknowledging the warning.
- Disabled: Fulfilment is blocked unless an admin override is provided.Customer Management Improvements
POS Improvements
Resolved an issue to support apostrophes and other special characters in POS customer fields, allowing customer details such as names or text values to be entered and saved correctly.
EDS Customer Notifications Enhancements & Loyalty Points Updates
Loyalty Points
Improved EDS notification handling for loyalty point updates. We’ve extended EDS notifications to trigger cover additional ways loyalty point changes occur.
- POS (Orders with payment via loyalty points)
- Creation and updating customer via Mass Upload(new and legacy)
- Customer Activity report Loaylty Point Actions
- Core API - POST/loyaltyadjustments
Customer Changes
Updated customer notification logic to improve synchronization across published channels. Any change made to a published customer record now triggers an EDS notification to the appropriate channels based on channel rules outlined below.
Channel | Behaviour |
|---|
Shopify (Native Integration) | Customer records must have an email address and be published to the Shopify Store/Channel for notifications to trigger. |
Non-Shopify Channels | An email address is optional. Customer records only need to be published to web for notifications to be triggered to all non-shopify sales channels. |
Coming Soon: Customer Manager — View and Edit Permission Control
We are introducing separate View Customer Details and Create/Edit Customer Details permissions for the Customer Manager page, giving administrators greater control over how customer data is accessed and maintained.
With this feature, users can be restricted to read‑only access or granted full editing capabilities, following the same permission model used on the Products page.
This allows administrators to:
-Restrict users to read-only access
-Grant full editing permissions where required
General Enhancements & Resolutions
Customer Mass Download — Column Order Now Preserved
- Resolved an issue where changes made to the column order in the Customer Mass Download screen were not reflected in the downloaded file.
- The exported file now follows the same column order shown in the Customer Mass Download screen. This ensures the downloaded data matches the user’s configured view, making it easier to review, update, and work with customer records outside Retail Express.
Fulfilment Report — Excel Export Includes Full Comments
- Resolved an issue where long comments, whether public or private, were truncated in Fulfilment Report Excel exports.
- Exports now include full comment data for improved visibility.
- Fixed an issue where the Excel Picklist generated from the Fulfilment Report did not display SKU and Product ID as barcodes. The same fix has been applied to Fulfilment Report (Limited) and Fulfilment Report (Limited) Export, ensuring all barcode fields are rendered correctly in exported files.
Customer Account Statement — Non-Account Customers Excluded
- Resolved an issue where non-account customers could appear in the Customer Account Statement report.
- In some scenarios, customers without account status, typically those with credit note activity only, were incorrectly included in the report. The report now correctly filters to account customers only.
- This ensures Customer Account Statements include only customers with account status and keeps statement reporting aligned with the intended account customer workflow.
Inventory Valuation Report — Buy Ex and COGS Accuracy Fix
- Resolved an issue where the Inventory Valuation Report could show incorrect Buy Ex and COGS values.
- This occurred in certain edge cases where previous item costs were null or not reported. The report now handles these scenarios correctly and displays accurate values.
- This improves reporting reliability for inventory valuation and cost tracking.
Account Statements PDF — Invoice Date Label Update
Updated the Account Statements PDF label from Date to Invoice Date.
This change makes the statement easier to read when reviewing amounts owed by customers, especially where invoice timing is important for account balances and payment follow-up.
Product Attributes — Stocktake and Mass Download Fix
- Resolved an issue where Stocktake file creation, Product Search & Management, and Mass Downloads could error or fail when a duplicate ProductType system attribute existed.
- Additional validation now prevents duplicate System Attributes from being created.
- This restores normal behaviour across stocktake and product data workflows and helps prevent errors when users are creating stocktake files or downloading product information.
Product Allocation Grid — Missing or Empty Allocations Fix
- Resolved an issue where the Allocation Grid in Product Maintenance could appear empty or show incorrect allocation quantities for some products.
- The Allocation Grid now displays the correct allocation information, helping users review product allocations more reliably during product maintenance.
Inventory Movement Log — Correct Invoice Reference for Special Order Packages
- Resolved an issue where Inventory Movement Log entries created when receiving a Purchase Order for a package sold as a Special Order displayed an internal system ID instead of the correct invoice number.
- The Inventory Movement Log now displays the invoice Order Number for these entries when the reference is missing.
- This improves traceability between Special Order invoices and the related inventory movements created during Purchase Order receiving.
Stock & Sales Matrix — Improved Visual Clarity
The Stock & Sales Matrix report has been updated to make it easier to distinguish between sales and available stock when viewing large product matrices.
Customer Field Validation
Updated the validation for Customer First Name and Last Name fields in Back Office and the Webstore SOAP API to align with the REST API, providing consistent customer data validation across supported interfaces.