Patheon R69 Release Notes

Patheon release 69 includes the following enhancements:

  • Staff can now void eligible discounted retail items from completed transactions, making it easier to return funds correctly while keeping transaction and journal records accurate.
  • Sites can now automatically generate and print complimentary discount codes for qualifying transactions, making it easy to reward customers and drive repeat visits.
  • A dedicated interior product type with its own cashier terminal tab and configuration options is now available, making it easier to sell interior services, streamline setup, and improve report accuracy.
  • Sites can now use both Moneris POSPAD and Moneris Go at the same location, giving carwash operators the flexibility to upgrade payment hardware gradually without disrupting card processing, recurring billing, or saved customer payment methods.
  • The Insights 2.0 today dashboard now provides Reload Revenue, Churn % This Month, and Plans Lost Today metrics, helping operators quickly spot plan performance trends and make more informed day-to-day business decisions.
  • The Kiosks tab on the wash queue panel is now called Lanes, making the interface more intuitive and better aligned with the full range of lane types supported in Patheon across all POS experiences.
  • Customer record editing on cashier terminals now checks for duplicate phone numbers only when a customer's phone number is changed, helping prevent duplicate customer records while allowing staff to save other customer updates without unnecessary errors.
  • Kiosk terminal plan redemption upsell screens now automatically continue the redemption flow after timeout, helping keep member lanes moving even when customers do not interact with the offer.
  • The Data API now returns card decline reason codes with transaction data, making it easier to report on payment declines using the same details available in Insights.

Note: Links below with  identify topics that include a video.

Specifications

Specification

Value

Name

R69

Release Type

Full

Version

1.70.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.

Central Time + Pacific Time + AZ

Availability Type

Date

Cloud

080326

Site

080426

Eastern Time + Mountain Time

Availability Type

Date

Cloud

080326

Site

080526

Enhancements

API

The Data API now includes card decline reason codes

  • The Data API now includes card decline reason codes in transaction data, making it easier for API consumers to access the same decline details already used in Insights without maintaining a separate data pipeline.

Dashboards 

The Insights 2.0 today dashboard now includes plan performance indicators

Discounts

Complimentary discount codes can now be automatically generated and printed

  • Sites can now automatically generate complimentary discount codes when qualifying sales are fully paid, helping to encourage repeat visits and build customer loyalty. Managers can create these promotions on the promotions panel in Patheon Portal by selecting eligible triggers, audiences, platforms, qualifying products, and one or more active coupon discount configurations, including optional expiration settings. When a qualifying transaction is completed, Patheon generates an 8-character discount code, activates it for use at applicable sites, and prints a separate receipt section for each code so customers can easily redeem it on a future visit. Staff can also see generated discount codes in transaction details for support purposes, while managers can view and edit instant discount code batches within coupon discount details.

Payments

Sites can now use both Moneris POSPAD and Moneris Go at the same location

  • Sites can use both Moneris POSPAD and Moneris Go payment processors at the same site, making it easier to replace payment hardware gradually instead of all at once. With separate processor options available on the site details panel in Patheon Portal and in Client Manager, sites can configure and track each Moneris setup correctly, while card activity continues to record the proper processor and merchant information behind the scenes. This update also ensures card-on-file (COF) transactions, card-present sales and refunds, voids, and recurring plan renewals work successfully for both Moneris processor types, even when one is inactive. In addition, customers linked to plans on an inactive Moneris processor will not see unnecessary prompts to update their card, and their saved COF information will remain intact when plans are terminated.

POS - Cashier

Staff can now void retail items from completed transactions

  • Staff can now void eligible retail items from completed transactions even when those items were sold with a discount. When a discounted retail transaction includes products that are normally voidable, staff can now select those items and process the void directly from the transaction details. The void will correctly account for the original discount while otherwise following the standard void workflow, including returning funds through the original tender methods within their available amounts. The system also creates the related void transaction and journal records automatically, helping managers and staff maintain accurate financial and audit records.

Customer record editing on cashier terminals now checks for duplicate phone numbers only when a customer's phone number is changed

  • Customer phone number validation on cashier terminals now allows staff to save updates to existing customer records without interruption unless the phone number itself is changed to a number already in use. If other customer details are updated, the record saves normally, but if the phone number is edited to a non-unique value, the system shows a duplicate phone number message and blocks the save. This helps prevent duplicate customer records while still making routine customer updates easier for staff. Important: Contact DRB to enable the Enforce Unique Phone Numbers feature.

POS - Kiosk

Plan redemption upsell screens now automatically continue the redemption flow after timeout

  • When a customer does not respond to a TBAR/TBMR plan redemption upsell at the kiosk, the flow will now automatically continue the redemption instead of restarting, helping keep member lanes moving while still giving customers the chance to accept a one-time upgrade. If no upsell is selected before the timeout, the experience is treated like "No Thanks" and the wash redemption proceeds without added items. If an upsell was selected before timeout, the kiosk continues to the next required step - such as loyalty, COF, or payment method selection - based on the site's configuration.

Products

A dedicated interior product type is now available on Patheon Portal and cashier terminals

Wash Queue Management

The Kiosks tab on the wash queue panel has been renamed

  • The Kiosks tab on the wash queue panel has been renamed to Lanes, giving users clearer, more accurate terminology that better reflects support for both kiosk terminals and semi-attended (members) lanes across tablet terminal, back office sales terminals, and the tunnel entrance terminals.

Resolved Issues

Patheon Portal

  • An issue that could prevent wash price updates from saving and generating errors when staff try to correct pricing is resolved.

Prepaids

  • An issue that could prevent prepaid and gift card sales or reloads made through EWA from being included in liability reporting because they used a different code batch type is resolved.

Reports

  • An issue that could cause the Accounting Export Report to become stuck when exporting a Transaction Detail List report for all sites is resolved.