Web Release Notes - February'26

Features Added  

AI Reporting

• A new AI-powered reporting feature is now available, allowing users to generate reports using natural language prompts.
• Instead of manually building filters, users can ask the system for specific insights and summaries based on their sales and operational data.

Promotions for POS

• POS now supports item-level promotions, allowing stores to apply percentage-based markdowns (such as 20% or 30%) directly to individual products. 

Enhancements Made

POS

• Visual updates to improve readability and usability during the sales flow.
• When selecting a customer in the POS module, you can now scroll through up to 200 customers. 
• When collecting a required policy signature during a sale, you can now send the signature request directly to the Customer Facing Display screen.

Expanded Discount Options at Checkout 

Previously, discounts could only be applied using: 

• Discount Percentage 
• Fixed Amount 

You can now also set a product’s: 

• Desired Amount (Pre-Tax) 
• Desired Amount (After-Tax) 

This gives stores greater flexibility when adjusting pricing at checkout, making it easier to match customer expectations or promotional pricing while maintaining accurate tax calculations. 

Vendors

• Interface refinements to make vendor information easier to read.

Customers

• Improved layout and visual consistency when viewing and managing customer records.
• Scrolling within the Customers module has been increased to display up to 200 customers. 

Promotions

• Visual enhancements to better highlight promotional settings and configurations.

Abandoned Cart Automation Improvement

• Improved the abandoned cart automation so customers are taken directly back to their abandoned cart when they click the message link. 
• This removes extra steps in the checkout process and makes it easier for customers to complete their purchase.
• Helps improve recovery rates by creating a smoother, more direct return-to-cart experience.

Custom Lines Now Non-Commissionable by Default 

Custom Lines will now be treated as non-commissionable by default. 

As a result:

• Custom Lines will not be included in commission calculations
• They will not appear in Month-to-Date (MTD) totals
• They will not appear in Year-to-Date (YTD) totals

This change may impact stores currently using commissions reporting. nIf needed, this setting can be adjusted per account by enabling: EnableCommissionOnCustomLines in Store Admin configuration.

Communications

You can now view customer texts, calls, and emails in one unified timeline within the customer profile.

This new Communications view allows you to: 

• See all customer interactions in one place
• View sales activity alongside messages
• Access call recordings
• View AI-generated call summaries
• Read full call transcripts
• Search communication history

This provides a complete view of every customer touchpoint, helping teams stay aligned and improve follow-ups.