Skip to main content

Omnichannel Manager updates

Contains information about new functionalities and updates made in NewStore Omnichannel Manager.

April 2024​

View order properties of a payment

Omnichannel Insights did not allow seeing sale properties of a payment. This made it difficult to analyze payments based on sales details like country code, sale location, or channel type. To fix this, payments data is now a new activity type in the Activities data model.

Order data is now combined with payments data. This combination allows new use cases, such as separating payment service provider identifiers by store country code, or pulling cash payments by store.

To try this, go to NOM > Insights > Explore > Search Data. Choose the Activities worksheet and paste Activity Type Activity Date = yesterday unique count Order into the search bar. This shows you the number of each activity type from yesterday, now including payments received.

The Template - Payment Details report in Omnichannel Insights is leveraging Activities.

To adopt the new payments data in your custom reporting, navigate to NOM > Insights > Explore > Search Data, and type Payments in the left panel under Find Columns. The payments fields that were previously available in the Payments Worksheet are now available prefixed with the word Payment. However, we now include Activity Date to report in store local time, as well as Transaction Amount converted to AUD, GBP, USD, CAD, and EUR.

Mispick and mispack data for store fulfillment orders

Retailers can now view data around mispicks and mispacks for all orders that have been fulfilled from stores across their business. This includes a pre-defined reason for why an item(s) was mispicked or mispacked.

See Specifying reasons for mispicked or mispacked items .

March 2024​

Permissions to close ASN

Release date: March 27, 2024

Retailers can now grant a specific permission to authorize roles to be able to force close ASNs. See Force closing an ASN .

Create cycle counts for selected stores

Release date: March 21, 2024

NewStore has improved the feature of creating cycle counts for all stores. Retailers now can use NOM to create cycle counts for the same list of products across all stores in a specific country, or a selected list of stores.

New base currency rates available in Insights

Release date: March 14, 2024

To understand the performance across multiple stores that operate with different currencies, all transactions have to be converted to a single base currency. Until now Insights only supported USD base currency. However, many retailers requested to see the reports in their operating currency.

Starting from this release, Sale Net value, Return Net value and Shipment Net value are available in USD, AUD, CAD, EUR and GBP currencies. All local currency amounts can be converted to the 5 base currencies above.

Read the documentation of how to change the currency .

February 2024​

Force Closing an ASN

The name of the button on the ASN detail page has been changed to Force Close ASN and the confirmation dialog explains the impact of the action (that it will not receive any further shipments but will close the ASN). The identifier of the user who force closed an ASN is now displayed in the page.

Personalized views in Omnichannel Insights

Personalized views allow you to save your own set of values for filters and parameters in a liveboard without editing the original liveboard. You can change the values of the already present filters and parameters in a liveboard and save the view for future use.

Personalized views bring the following benefits:

  • You can set filters once to a liveboard and save them as a personalized view. This saves repeated steps.
  • The last used personalized view is now automatically applied when refreshing a liveboard. This saves time in not having to re-enter store-specific filters after every refresh.
  • Manage a single dashboard across regions with personalized views pre-created by store, country, or region. This simplifies report creation for stores or regions.

The following permissions apply:

  • Liveboard editors in Insights > Explore can make multiple personalized views for others to use by selecting "Make view available to all users". In this case, users who can access that liveboard can use the views as well.
  • Liveboard viewers in Insights > Reports can only create personalized views for themselves.

BORIS uplift metrics

The new buy-online-return-in-store (BORIS) uplift metrics show how much BORIS boosts your business. Omnichannel Insights finds when a shopper has visited a store to return a web purchase and purchased something else at any store in the same day. This allows for calculating the value of items purchased on the same day as a BORIS action.

Access the BORIS uplift metrics under Template > Omnichannel dashboard.

Confirm data freshness in Omnichannel Insights

You can now check the data freshness in reports by looking at the Last Data Refresh in Minutes widget on the Daily Sales dashboard. This can partially address concerns of store managers who want to close out their day, but cannot do so until confirming that all orders are incorporated into the sales dashboard.

To use the new Last Data Refresh in Minutes widget, pin it to an existing sales dashboard, or make a new copy of the Template - Daily Sales.

New customization component for Associate App available: Date picker

Omnichannel Manager now allows to set up customization widgets with Date picker components. Head to Associate App > Customizations and start exploring it! Create customization widgets that allow your associate to collect birth dates from your customers or track any other date in different formats. This feature allows you to configure different parts of a date to be stored in certain formats. Examples for this could be to collect just month and day (for birth dates) or just the year and month (for when a subscription should start). The format in which this information is stored can be defined using a letter-based pattern. Learn more about the exact format here.

Shipment Associate Name

Omnichannel Insights has additional data available. It is now possible to report on the associate who marked an order as handed over. This can be empty when a carrier picks up an item and no associate is marked during handover. The Shipment Associate Name is now available in the Activities worksheet in order to understand who handed an order over to the carrier. Note that this does not mean that associate picked or packed that order.

Fiscal stores

Retailers can now view stores in fiscal countries along with their fiscal status in Settings > Fiscalization > Fiscal Stores page.

You can now use Omnichannel Manager to manage fiscal store activation, including features such as cashbox activation and fiscal status monitoring upon activation.

January 2024​

Export information from liveboards and answers

Insights > Reports users are now able to extract information from a liveboard or an answer on a liveboard to CSV or PDF. This allows store teams to print out and action reports such as checking off completed shelf replenishment items and being able to hand-off incomplete replenishment between associates. Click ... on a given liveboard or answer and choose Download > CSV or PDF depending on the chart type.

Create cycle counts for all stores

Retailers now can create cycle counts for the same list of products across all stores at once. See Creating a count .

New Clienteling Dashboard now available

We're excited to announce the launch of the new Clienteling Dashboard, a part of our Omnichannel Insights suite. This dashboard provides a comprehensive view of clienteling engagement and effectiveness, broken down by each location, associate, and customer interaction. Gain deeper insights into the performance of your clienteling programs, helping to refine strategies and enhance customer relationships. This tool is essential for retailers seeking to analyze and improve their clienteling efforts with detailed, actionable data.

Learn more about the Insights dashboards .

Reason code UI improvements

We have made UI enhancements to the current Reason Codes page in NOM, which allows retailers to:

  • Search and filter reason codes.
  • Effortlessly create multiple translations for reasons for a reason code within the same UI, and not limit the reason language to just French and English versions.
  • Experience a modern UI that aligns with the rest of the interfaces and components in NOM.

See Managing reason codes .

Performance improvements of Stock on Hand page

  • The Stock on Hand page now has filters that can be used to filter stock on hand data before it is displayed.
  • Clicking the productID now displays the Catalog page with detailed information about the product.

New permissions to manage customer profiles

Retailers can now use permissions introduced to control who can manage customer profiles in NOM, which are available in Settings > Users & Roles > Roles. The following permissions are now available:

  • Edit Customers: This permission allows designated roles to modify customer information, enhancing data security. See Editing customer details .

  • Merge Customers: This is a separate permission that allows designated roles to merge 2 customer profiles into 1 single profile. See Merging customer profiles .

Important

The new permissions will be activated by default for all Admin roles. We recommend that you review and configure these roles and underlying permissions by 15 January 2024.

The changes to Admin roles will take effect on 16 January, 2024.

Omnichannel Insights available in all environments

Omnichannel Insights is now available in all Omnichannel Manager environments (such as Production or Staging) for all retailers.

Important

Omnichannel Insights is only available to Admin users in Omnichannel Manager by default, who can then allow other users to access Insights if needed.

For more information on how to use Insights, see Managing Omnichannel Insights .

New out-of-the-box dashboards

The Customer Dashboard announced in December is now available to all retailers.

The Store and Associate Performance Dashboard is a default report in Omnichannel Insights, which enables a quick comparison between top and bottom performing stores and associates based on sales, activities, and discounts.

Comparing associates within the same store allows for targeted training and performance incentives, fostering a competitive yet collaborative environment. On the other hand, assessing different store locations provides valuable insights into regional variations, helping retailers refine marketing strategies, inventory management, and tailor customer experiences to local preferences.

New data available in Omnichannel Insights

There are new data fields available in the Activities data model in Omnichannel Insights to support multiple new use cases:

  • View Returns and Fulfillment reports based on geographical location.
  • Report all activities by store or Distribution Center in Omnichannel Insights.
  • Local reporting time for Sale, Return, Reject, Shipment and Discount.
  • Calculate fulfillment value in a simple way.

View Returns and Fulfillments based on location across activities in Omnichannel Insights. This allows building a report such as viewing all return countries by the country an item was sold from. New fields include City, State, Country Code, Timezone, and Zip Code for both Returns and Fulfillments.

Filter out all store or distribution center activities from any report with the new Activity Location Type field. For example, when filtering any report by Activity Location Type = store, this will only show events that occur where a store was involved.

It is now possible to create a single report by Sale, Return, Rejection, Shipment, and Discount date times for all timezones without using the Timezone Offset. Previously, it was possible to create regional reports for these dates by using the Timezone Offset, which is no longer required by using the localized date time fields.

New fields added for Sale Order Date, Return Date, Rejection Date, Shipment Date, and Discount Date. All reflect the date time that the activity occurred, which is localized to the sale/return/discount/rejection/discount location. If no location information is available, they default to a predetermined tenant timezone.

It is now possible to sum the value of what was fulfilled. Previously, this required a sub-query in Omnichannel Insights. Three new fields have been added to allow this reporting:

  • Shipment Price Net
  • Shipment Price Net USD
  • Shipment Price Tax

Reporting in USD is now available for today

Before this change, USD-converted rates were only available after market close. Now Sales Price Net USD, and Return Refund Net USD will use the previous day exchange rates until the new rates become available. When new rates become available, the USD values will update and change to the new and most recent rates at market close.

Update shipping addresses

Users with the Manage order exceptions permission can now adjust an order's shipping address information for store fulfillment orders in case of a shipping address-related shipment booking error that prevents the shipping label from being generated and printed. The update can be done in Omnichannel Manager to generate the shipping label in the Associate App successfully.

December 2023​

Creating cycle counts

Retailers can now create cycle counts in NOM, to audit inventory frequently and keep an accurate count in their stores. For more information, see Creating a count .

Timing and wave data for store fulfillment activities in Insights

The Activities data model has the following new fields, which can be used for all searches:

  • Wave identifier
  • Fulfillment events: created at, started at, picked at, printed at, ready at, handed over at, and cancelled at - all in local and UTC times

Using this data, the Template - Fulfillment liveboard introduces the following charts:

  • Fulfillment Time Buckets: Allows Operations to optimize the time spent by sales associates on fulfillment activities by viewing the minutes/hours/days spent on store fulfillment for a given location.
  • Neglected BOPIS Orders: Allows the Retail business to understand and take action on BOPIS items that are holding up valuable inventory.

To take advantage of these new charts, make a fresh copy of the Template - Fulfillment in Omnichannel Insights, or inform retailers of this update in the default report.

Open beta release of the Customer Dashboard

The Customer Dashboard is a built-in report in Insights that provides store managers and retail operations customer-focused metrics to deliver real-time insights into how customer segments influence retail sales. Retailers gain a deep understanding of customer segmentation and its direct impact on sales behavior, can make informed decisions based on real-time data, allowing for targeted marketing efforts and improved customer engagement, and can identify both positive and negative influences on sales, enabling swift adjustments to maximize revenue. Retailers can customize the dashboard to their liking by making a copy and removing/adding new widgets and metrics based on their specific needs.

Note that this is an open beta release meaning that the dashboard will be enhanced based on user feedback.

Merging customer profiles

Retailers can now merge 2 customer profiles into 1 in NOM. This feature provides an efficient and user-friendly experience in removing duplicate customers and improves customer data management. For more information, see Merging customer profiles .

November 2023​

Managing cycle counts in NOM

Retailers can now view and manage cycle counts effectively in NOM. NewStore has introduced the following improvements to managing cycle counts within NOM:

  • Filtering cycle counts: Retailers can now filter cycle counts by their status. The counts that are overdue are highlighted in red color.

  • Canceling cycle counts: Retailers can now cancel a cycle count that is currently in a Pending or In Progress status.

    note

    This feature needs the permission Cancel a cycle count to be assigned to a user role before they can cancel a count via NOM.

  • Consolidating count adjustment transactions: Count adjustment transactions that impact the stock by either increasing and decreasing the stock are now consolidated into a single transaction. This improves visibility into count adjustments for retailers.

  • Audit trail for cycle counts: Retailers can now observe on the inventory audit trail page when a product was counted with no variance, displaying a quantity of 0.

Promotions data is now available in Omnichannel Insights

Retail teams and store managers can now report on how a specific promotion performed including breaking down individual associate or store performance for that campaign. Also, operations can keep an eye on employee discounts to look for abuse.

To achieve this, the new activity type discounts allows you to filter on promotion activities. The following promotions data is available in Omnichannel Insights:

  • Discounts Type: The method at which a discount is applied. Typically percentage or fixed rate.
  • Discounts Coupon Code: The coupon code that was applied to the item or order.
  • Discounts Creation Date: The date at which the promotion was applied in GMT-0.
  • Discounts Level: The level at which a discount is applied. Typically order or item level.
  • Discounts Price Adjustment: The change to the price that a given discount is providing.
  • Discounts Promotion ID UUID: The unique NewStore platform identifier of the promotion.
  • Discounts Reason: What is entered into the associate app when applying a manual discount during checkout or the name of the coupon.
  • Discounts Rate: The rate at which an item is discounted based on the discount effect. For example, the fixed rate value or the percentage.

Data tracked in local time by location

With the introduction of the new Activity Date field, all activities are tracked in local time by store, allowing headquarters to understand daily sales using a single sales dashboard across multiple time zones. Also, headquarters staff can now view store performance for a single day regardless of the time zone of the store. For example, they can see how all their stores performed for their Wednesday.

Templates have been updated to use the new Activity Date. You can make fresh copies of the templates to automatically receive the improvements. To migrate custom dashboards, change all dates to Activity Date.

The following has changed in the Activity Date:

  • Activity Date now reflects the local conversion of time using the Location Timezone. If the Location Timezone is not set, it falls back first to the HQ Timezone, or if unset, to UTC time zone.
  • The old Activity Date is now titled Activity Date UTC, and should no longer be used.
  • Activity Date (w/ Offset) has not changed and should no longer be used.

To use this improvement, make sure that you have a time zone set for each store.

October 2023​

Report sales based on the attributed associate

In Omnichannel Insights > Explore, the Daily Sales template now allows you to use the attributed associate instead of the ringing associate for the sales metrics.

Retailers now just have to make a new copy of the Template - Daily Sales, or change the filter on their liveboard from Sale Ringing Associate Name to Sale Attributed Associate Name.

In the sales report, retailers will now see the following updates to differentiate between the ringing associate and the attributed associate.

  • Sale Associate Name is now Sale Ringing Associate Name - Updated column
  • Sale Associate ID is now Sale Ringing Associate ID - Updated column
  • Activity Attributed Associate Name - New column
  • Sale Attributed Associate Name - New column
  • Sale Attributed Associate ID - New column

For more information, see Getting started and Using sales attribution for items documentation.

Promotions and coupons for specific customer groups

Retailers can now specify if certain promotions or coupons will only be available to specific customer segments or groups. For example, retailers can decide to offer a promotion of 50% discount on orders for their VIP customers or gold card members.

For more information on how to create promotions or coupons that only apply to specific customer groups, see Creating automatic promotions and Creating coupons .

Tracking codes and transfer IDs in the inventory transaction export

Retailers can now find the shipment tracking codes and the IDs of transfer transactions in the CSV file export so they can analyze their inventory transfer operations per transfer and parcel.

For more information, see Exporting inventory transaction data .

September 2023​

Appease shipping fee on fully returned orders

In NewStore Omnichannel Manager, the Refund button is now visible on orders with a status of Returned. This allows users to perform appeasement refunds on orders that have been fully returned but still have a payment balance available to be refunded to the customer. For example, customer service representatives can now refund shipping fees on a returned order.

Viewing system logs in Audit Log

Audit Log is now available to all retailers under Tools > Audit Log in Omnichannel Manager. The audit log provides a detailed log of certain actions taken in NOM and other parts of the NewStore platform. These logs can be used for debugging purposes, to understand when changes were performed.

For more information, see Montoring audit logs .

Added view customers permission

When using the View customers permission, retailers can now have role-based access control over the customer pages in Omnichannel Manager under Settings > Users & Roles> Roles. For more information, see Managing users and roles and Managing customer information .

Templates Editor

Templates Editor is now available to all retailers under Tools > Templates Editor in Omnichannel Manager. For more information, see Managing templates .

Managing API clients

Retailers can now use Omnichannel Manager to manage their API clients to access NewStore's API. For more information, see this guide.

Managing Single Sign-On (SSO)

Retailers can now use Omnichannel Manager to view and manage SSO via their identity provider(s). To understand how to set up SSO via self-service, see Identity Management Integration .

Sales metrics in Associate App

note

  • This is an early access to the Sales Dashboard feature so expect some enhancements in the upcoming releases.

  • Retailers can only enable the Sales Dashboard globally across all the stores in their business, and not for individual stores.

Supported from
This feature is supported from Associate App v1.36.0 or later.

The dashboard provides the associates and the store managers with helpful insights on individual and store performance. Using this data retailers can make strategic business decisions.

The sales dashboard is configured and ready to be activated on your production environment as a customization component. You can choose when to enable it for your business, see Using NewStore Associate App for sales metrics .

August 2023​

Exclusive discounts

Retailers can now offer discounts to customers that are not combined with any other discounts or promotions.

NewStore also applies the best price applicable for the customer in such scenarios, where the coupon or promotion that offer the maximum savings for the customer is selected. See Calculating best price for exclusive promotions .

Searchable automatic promotions and coupons

HQ business users can now search through automatic promotions, coupons, and coupon definitions in Omnichannel Manager. When you search for an item, the search also returns all promotions or coupons that the item is a part of.

Omnichannel Insights for reporting and performance metrics

NewStore has added multiple improvements to the Omnichannel Insights feature in Omnichannel Manager, for store managers and retail HQ business users to better visualize and track data around store performance and business metrics.

For more information on how to use this feature, see Managing Omnichannel Insights .

Share specific liveboards with data users

Reporting, data analytics, and operations typically need more features, better charts, and the ability to understand a trend based on deep data analysis. However, there are many users in Omnichannel Manager who are focused on store performance, focused on execution of specific business key performance indicators, such as sales numbers, top-selling products, or understanding upsell opportunities.

For these store focused users there is now a simple way to only share the liveboards and metrics that they care about, allowing them to focus on store and associate performance.

See Insights - Reports .

Omnichannel and fulfillment liveboards

Retailers can now use two new omnichannel and fulfillment liveboards on the Insights > Explore page in Omnichannel Manager.

Use these 2 default liveboards to understand how items are routed for fulfillment and the specifics of your omnichannel adoption. Open a liveboard, click ... in the top right corner, and Make a copy for yourself to be able to modify and share reports in your business.

Adopt the new Activities data model for additional data and a faster experience

Retailers can now select, make a copy of, and edit the Omnichannel Insights templates in the Insights > Explore page in Omnichannel Manager.

This feature helps HQ business users in searching data to create reports based on the Activities data source. For more information, see Searching and pinning data to a liveboard .

June 2023​

Payment details report

Retailers can now see a default Payment Details report and a new payments data set by navigating to the Insights > Explore page in Omnichannel Manager.

This report helps HQ business users compare and reconcile payments data between NewStore and the third-party systems such as an ERP, Adyen, and so on. They can also check all cash transactions performed at a given store for a specific period of time.

For more information on using liveboards, see Managing Omnichannel Insights .

Omnichannel Insights

Omnichannel Insights, the next generation business reporting for your business from NewStore is now available upon request for core platform users.

Insights viewers can see a Sales Overview static dashboard and be able to filter down to their stores.

An Explore liveboards page provides HQ and regional managers a real-time view of what's happening across the business. Retailers can create their own views using their data and then slice it in a way that is the most meaningful to their business, or reuse the Sales Overview default dashboard in Omnichannel Manager to get started.

For more information, see Managing Omnichannel Insights .

A new template for hang tags

Retailers can select and customize a new template called hangtag, which is now available in the Tools > Templates Editor > Template in Omnichannel Manager. They can customize this template to publish in-store hang tags with custom prices.

For more information to configure the template, see Customizing a template and to configure the Associate App settings, see Printing in-store hang tags using additional pricebooks .

March 2023​

Store-specific promotions

Retailers can now select specific stores where certain coupons will be available. See Creating a coupon .

Developer Tools

Retailers can now use the Tools section in Omnichannel Manager to view logs and other development metrics for their business. For example, they can use the Event Stream Logs to identify the status of a specific event for relevant integrations with the platform.

For more information, see Using developer tools .

February 2023​

Carton identifiers

Retailers can now see the IDs of the cartons received from another location by navigating to the Store Operations > Inventory > ASNs > ASN details page in NewStore Omnichannel Manager.

Improved coupons imports

After our recent batch of improvements, retailers can now import 2 million coupons in about 10 seconds, even with a slow internet connection. A slow internet connection therefore no longer causes timeouts and import failures.

Legacy coupons

The deprecation of the legacy Coupons API was extended from March 31, 2023 to June 15, 2023. We recommend that you migrate to the new coupons framework as soon as possible.

January 2023​

Store-specific promotions

Retailers can now select specific stores where certain promotions will be available. See Creating automatic promotions .

New coupons framework

Retailers can now create and manage coupons via NewStore Omnichannel Manager, without having to create coupon definitions beforehand. See Creating coupons .

Important

The legacy method to create and use coupons and coupon definitions is now deprecated with the sunset date planned for March 31, 2023. If you are using legacy coupons, we recommend that you migrate to the new coupons framework soon.

Refunding items to appease customers

Retailers can now use NewStore Omnichannel Manager to provide a fixed amount as a refund for items in an order to appease customers. For more information, see Refunding orders or items in an order .

Related topics