Patheon R55 Release Notes

Patheon release 55 includes the following enhancements:

Sites can now configure open-value discounts for use in transactions. Organizations can use this to help resolve customer issues and increase customer satisfaction, for example, to honor a competitor's discount.
Discount codes on the Enhanced Web App (EWA) that enable open-value discounts are prohibited. Organizations can use this to prevent excessive discounts and protect revenue.
Insights 2.0 now includes a Migrations dashboard that provides the following metrics related to plan migrations: plans migrated, plans reloaded, migrated plan churn, and current status of migrated unlimited plans.
Insights 2.0 now opens in a new web browser tab when selected from within Patheon Portal, rather than within Patheon Portal.
Sites can now configure a new "Days since last promotion" condition to trigger during plan discontinuation. This ensures a specified number of days must pass before customers can accept a new promotion after ending their plan membership. Organizations can use this to help prevent customers from repeatedly switching plans to take advantage of excessive promotional offers.
Sites can now manually update a customer's card-on-file when the card is not present. Sites can use this to help reduce churn, and improve the customer experience and operational efficiency.
Sites can now create customer segments based on a customer's opt-in status. Organizations can use this to organize and filter customers with enhanced segmentation.
Sites can now disable receipt printing for transactions terminated by declined payments, or when a customer removes their payment card from the reader too soon. Organizations can use this to help reduce costs by reducing unnecessary receipt paper usage.
A 3-digit car # is now printed on pre-receipts and receipts for sales that contain a service. Cashier terminal staff can use the 3-digit number to quickly locate a sale from the Active Sales panel or Sales History panel.

Specifications

Specification	Value
Name	R55
Release Type	Full
Version	1.56.x

Availability

Release updates are deployed on a rolling schedule, first to an organization's cloud configuration, followed by each site's local configuration, based on time zone.

Eastern Time + Mountain Time

Availability Type	Date
Cloud	061625
Site	061725

Central Time + Pacific Time

Availability Type	Date
Cloud	061625
Site	061825

Enhancements

Customers

Sites can now create customer segments based on marketing consent status

The Customer segment rule now includes a Marketing consent condition, which includes True, False, and Unknown parameters. It can be combined with the Has email or Has phone conditions (with the True parameter) to create segments based on customers that have opt-ed in to email marketing messages or SMS text messages.

Dashboards

Insights 2.0 now includes a Migrations dashboard

Staff can use the Migrations dashboard in Insights 2.0 to view the following metrics related to plan migrations: plans migrated, plans reloaded, migrated plan churn, and current status of migrated unlimited plans.

The Insights 2.0 dashboard links in Patheon Portal now open the dashboards in a separate web browser tab

When staff with the proper credentials select the Insights 2.0 menu item in Patheon Portal, the Insights 2.0 opens in a new web browser tab. This provides the ability to keep a dashboard, or multiple dashboards, open while performing other tasks in Patheon Portal.

Discounts

Sites can now configure and use open value discounts in sales

Sites can add and configure open value discounts to apply to a sale. Access to view and use the Apply open value discount function is controlled by the employee role permission: POS>Sales>Sales access>Apply open value discount.

Payments

Staff can now manually update a card on file

Staff can use the manual entry option on a cashier terminal to update a customer's card on file. Staff can use this to update a customer's card without the physical card.

POS - EWA Customer App

The EWA now prohibits customers from using coupon codes with open value discounts

Customers trying to use coupon codes with open value discounts on the EWA will now receive this message: "discount code not found".

POS - Kiosk

Sites can now configure a "Days since last promotion" condition

Sites can configure the "Days since last promotion" condition to trigger during plan discontinuation on Patheon Portal to limit customers from receiving consecutive promotions.

Receipts

Sites can disable receipt printing for terminated payment card transactions

Sites can now disable receipt printing for transactions that are terminated due to a declined payment card, or because the customer removed their payment card too soon.

A 3-digit car # is now printed on pre-receipts and receipts for sales that contain a service

A 3-digit car number (between 100-999) is now assigned to any sale with a product that contains a service. The assigned code is displayed in the cart on cashier terminals; if the sale is released, a pre-receipt is printed with the car # on it, for example, Car #447, which can be used to recall the sale from the Active Sales panel. The 3-digit number is also printed on receipts, and can be used to search for completed sales from the Sales History panel.