Omnichannel Manager updates
Contains information about new functionalities and updates made in NewStore Omnichannel Manager.
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
This feature needs the permission
Cancel a cycle countto 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 trailpage when a product was counted with no variance, displaying a quantity of
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
The following has changed in the
Activity Datenow reflects the local conversion of time using the
Location Timezone. If the
Location Timezoneis not set, it falls back first to the
HQ Timezone, or if unset, to UTC time zone.
- The old
Activity Dateis 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.
Report sales based on the attributed associate
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 Nameis now
Sale Ringing Associate Name- Updated column
Sale Associate IDis 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
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.
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 .
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
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
Users & Roles>
Roles. For more information, see Managing users and roles and Managing customer information .
Templates Editor is now available to all retailers under
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
This is an early access to the
Sales Dashboardfeature so expect some enhancements in the upcoming releases.
Retailers can only enable the
Sales Dashboardglobally across all the stores in their business, and not for individual stores.
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 .
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
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 > Explorepage 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 copyfor 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 Insightstemplates in the
Insights > Explorepage in Omnichannel Manager.
This feature helps HQ business users in searching data to create reports based on the
Activitiesdata source. For more information, see Searching and pinning data to a liveboard .
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 .
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.
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 .
Retailers can now select specific stores where certain coupons will be available. See Creating a coupon .
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 .
Retailers can now see the IDs of the cartons received from another location
by navigating to the
Store Operations >
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.
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.
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 .
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 .
Retailers can now create automatic promotion bundles that offer discounts on a set of products as a bundle. See Creating a promotion bundle .
Transfer order visibility
Retailers can now track the statuses of transfer orders by navigating to the
Store Operations >
Transfer Orders page in NewStore Omnichannel Manager.
They can also close the open or pending transfer orders if needed. For more information, see Monitoring transfer orders .
Free shipping promotions
Retailers can now create automatic promotions that waive off the shipping costs for an order. See Creating a free shipping promotion .
Enabling retailers to opt-in for Offline Mode in fiscal countries
Retailers can now enable
Offline Mode for specific fiscal countries. For more information, see Opting in for Offline Mode in fiscal countries .
Associate App Customizations
Retailers can now create and configure associate app customizations
Associate App >
Customizations bring a tailored app experience for associates and provide new extended attributes in the app to gather more customer insights.
For more information, see Managing Associate App customizations .
Enhancement to the Inventory Transactions page
Retailers can now see the start and end date, and the time of the inventory transaction,
Store Operations > Inventory > Transactions page.
For more information, see Monitoring inventory transactions .
Cash transaction reports
Retailers can now view cash transaction reports for cash drawers in a store in Omnichannel Manager. See Monitoring cash transactions .
External Identifiers and Extended Attributes on the product details page
Retailers can now see external identifiers and extended attributes for
each item on the product details page, at
For more information, see Searching for and filtering products .
Stock on hand values in inventory audit trail
Retailers can now see the stock on hand values in the
inventory audit trail for all inventory transactions.
For more information, see Monitoring stock on hand .
Buy X Get Y promotions
Retailers can now use NewStore Omnichannel Manager to create
Buy X Get Y promotions for their business, which can be applied to
products via NewStore Associate App in-store or online. For more
information, see the guide .
Updated ATP values
Retailers can now see updated ATP values on the
Catalog > Stock Levels
page, which were updated to
0 after a mispick.
The ATP values are also updated after the following inventory transactions:
- Receiving transactions, transfers, and adjustments
- Product returns by customers
For more information, see Monitoring stock for mispicked items .
Improvements in the Order details page
The total price information for orders that appear in
Products have been improved to provide clarity on
discounts, taxes, and open fulfillment requests for an order.
External payment reports
Manually update shipment status for orders
Retailers can now view open fulfillment requests for an order, and manually update the shipment status for fulfillment requests in an order via NewStore Omnichannel Manager.
For more information, See Updating the shipment status for external orders .
Managing Safety Stock
Retailers can now manage their safety stock levels using the new
Export Safety Stock and
Import Safety Stock buttons on the
Catalog > Stock Levels page.
For more information on using the safety stock feature, see Managing safety stock . You can also use the new Stock API for exporting and updating safety stock, and checking the status of a safety stock import.
Improvements to catalog imports
Catalog imports page has been enhanced to allow retailers to:
- View reasons for import failure under
Errors, on the
- Take corrective action for failed imports.
Formatting issues with viewing the catalog import duration have also been resolved.
For more information, see Viewing status of catalog imports .
Viewing the status of catalog imports
Retailers can now check the status of import jobs for their catalogs,
such as a
full import, and troubleshoot issues with data imports in
the NewStore platform for their business.
Retailers can go to
Catalog imports to
see the status of an import job.
For more information, see Viewing status of catalog imports .
Managing templates via the template editor
Retailers can now use a template editor in NewStore Omnichannel Manager to customize and manage templates to generate notifications and documents for customers. For more information, see Managing templates .
Automatic promotions based on fixed amount discounts
Retailers can now use NewStore Omnichannel Manager to create automatic
promotions that are based on fixed amount discounts. For example, a
retailer can provide a
USD 50 discount on specific products or for the
For more information, see Creating automatic promotions .
Displaying inventory transactions in progress
Retailers can now view, filter, and export all inventory transactions in NewStore Omnichannel Manager that are still in progress. There are two new statuses for in-progress inventory transactions:
Open: Inventory transactions in progress in the store, such as receiving transactions, transfers, and adjustments have an
Printing: Transfers in progress can also have a
Printingstatus, if related documents are being printed for inventory to be transferred to another store.
Managing automatic promotions
Retailers can now use NewStore Omnichannel Manager to manage automatic promotions for their business. For more information, see Creating automatic promotions .
- Retailers can see the
Product IDfor each item on the product details page, when they navigate to
Customerstab now shows a simplified table layout for sorting table columns and filtering data.
ASNpage has an updated table format, with separate fields at the top of the page for filtering and sorting data.
Stock On Handdata can now be filtered and exported by product or store ID.
- After a
mispack, retailers will not see any discrepancies between the
In Stockquantity on the
Stock Levelspage and the
On Handquantity on the
Stock On Handpage in NewStore Omnichannel Manager.
- Retailers can now view the taxes levied on items for an order. The
complete tax amount and a breakdown of the taxes levied can be
viewed in two pages in NewStore Omnichannel Manager:
- Navigate to
Order ID >and on the order details page, click the displayed taxes amount for each item to see the tax details.
- On the order details page, click
Refundto view the taxes levied on items being refunded for the order.
- Navigate to
Retailers will no longer receive email notifications via NewStore Omnichannel Manager when an order is placed on hold because of invalid shipping addresses.