MAJOR TORO UPDATE WITH NEW FEATURES FOR MULTISTORE!

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📋 Release Overview

⭐ The big three

• TORO Remote Support — replaces TeamViewer. Click Install Now on each register, and you never read us a code again.
• TORO HQ — one catalog and price list for all your stores, plus stock transfers between them.
• A To-Do List the whole team can use, with a dashboard tile and one-tap check-off.

🏅 Memberships and rewards

• Memberships, rebuilt — several plans per level, start/change/end in one screen, partial months, top-up credit.
• Birthday Rewards, Rewards Reset sign-up, and your choice on coupons for discounted items.

💰 At the counter

• Refunds, rebuilt, plus Volume Discount deals and asking walk-ins to join rewards.
• Deal times now save correctly. If you set a time window on a deal, check it after updating.

📖 Detailed Updates in This Release…

🛡️ TORO Remote Support: Faster, Safer Help

When something goes wrong at the register, the fastest fix is usually for TORO to look at your screen. That used to mean opening TeamViewer and reading us a long ID and password while a customer waited. TORO Remote Support replaces it. It runs on TORO’s own servers, nobody has to read us a code, and every connection is approved by TORO and logged. You’ll always see a window on the screen while we’re connected.

After the update, each register shows a short window explaining the change. Click Install Now, click Yes when Windows asks to make changes, and wait about 2 minutes. That’s it for that computer. Busy? Remind Me Tomorrow brings it back the next day. Do this on every register. Please leave TeamViewer installed for now; we’ll remove it for you later.

If TORO ever can’t connect to a computer, the new TORO Remote Support tile on the dashboard’s Store tab (or Help > Reinstall Remote Support) installs it again. It’s safe to run any time.

How to activate: Nothing to switch on. The install window appears after the update. To reinstall: Dashboard > Store tab > TORO Remote Support.

🏢 TORO HQ: All Your Stores, One Catalog

TORO HQ is a new add-on that ties your stores together. Your stores share one catalog and one price list, and Store Transfers let one store send stock to another. One store sends, the other receives, and TORO moves the quantity on hand at both stores.

The first store to sign up creates your TORO HQ and gets a join code. Your other stores sign up from their own registers and join with that code. TORO HQ is $39.99 a month for each store, and creating your TORO HQ is $399 once (non-refundable). Creating it is one step: confirm, sign the TORO HQ license agreement, and your join code appears. Stores that join with a code never pay the $399, and the join screen tells them about the $39.99 a month before they join. There’s no free trial, and an Admin user has to sign up.

The TORO HQ screen shows every store in your TORO HQ, with tiles for the HQ Catalog and Store Transfers. A bar along the bottom tells you how many of your items aren’t linked to HQ items yet, and one tap opens the HQ Catalog. The HQ Catalog loads your whole catalog at once with a progress bar, and Show Linked / Show Unlinked narrow the list.

Auto-Link matches your items to HQ items by barcode, then by brand and name. Each match is colored green, yellow or red so you can see how close it is, and you tick the ones to link. Member stores can also Request Items: tick the items HQ doesn’t have yet and send them. Once your HQ’s owner approves a request, the item is linked at your store automatically. The Warehouse’s push now updates items already in the catalog, and the push screen lists exactly which details it changes before you send it.

How to activate: Dashboard → Modules & Integrations → TORO HQ.

✅ A To-Do List the Whole Team Can Use

The To-Do List has been rebuilt into one window with My to-dos, Everyone’s and Done this week. Late and today’s to-dos sit at the top. Add one by typing it and pressing Enter, pick Today, Tomorrow or a day, mark it Important, and give it to someone. One tap on the circle checks it off, with an 8-second Undo. Notes save right away.

A new To-Do List tile on the dashboard’s Employees tab shows a red LATE or yellow TODAY badge and a line like “Everyone’s: 2 late · 1 for today · 5 open.” Every employee can open the list now, whatever their access level. The reminder no longer pops up at a sale’s PIN. It’s one line in the clock-in and clock-out messages instead (“You have 2 late to-dos and 1 for today”), with a Show my to-dos button.

Update every register the same day. A register still on the old version doesn’t show the “Everyone in the store” list, and it can undo check-offs made on an updated register.

How to activate: Employee menu → To-Do List, or the To-Do List tile on the dashboard’s Employees tab.

🏅 More Than One Membership Per Discount Level

Until now a discount level could only be one membership, so a store that wanted a monthly and an annual version of the same plan had to keep two copies of the discount level. Now a membership is its own thing and points at a discount level. Set up Gold Monthly at $85 a month and Gold Annual at $900 a year, point both at Gold, and members on either plan get the same discounts.

Each membership has its own item, price, how often it bills, and a monthly gift card credit. You also choose when that credit loads. Monthly loads the first month’s credit at the sale and then one each month. Up front loads every month the customer paid for right away. The price always comes from the membership’s item, so if you change the item’s price, the membership follows. View Members lists who is on each membership, with new Last Payment and Next Due columns.

Top up the credit instead of adding to it. A new Only top up to this amount box sits next to Credit Per Month. With it ticked, each month TORO fills the member’s gift card back up to the credit instead of adding the whole amount: a member with $15 left on a $50 membership gets $35. If they already have $50 or more, nothing loads that month, and Membership Charges says so. Gift cards they bought count toward the balance, and TORO never loads more than the credit. This works on monthly memberships.

Your existing memberships carry over as they are. Nothing changes on day one. A customer can also have a discount level without being a member, and TORO now keeps those two things separate.

How to activate: Membership module → Membership Setup → Add Membership, then pick the discount level it gives.

🤝 Start, Change or End a Membership From One Screen

A customer’s account details now have a Membership panel. If they aren’t a member, you see a Start Membership button. If they are, you see their membership, what they’re paid through, and Change Membership, End Membership and View History buttons.

Start Membership walks you through it. Pick the membership, then a card on file (or add one), and TORO shows exactly what happens before anything is charged: today’s amount, which months it covers, and the date and amount of the first automatic charge. When you confirm, TORO charges the card, records the sale and the paid months, applies the discount level, loads the gift card credit, and sets up the recurring charge in Paya. No more setting up the schedule in PayaConnect by hand.

Charge for Partial Month. Memberships are charged on one day of the month (the 1st unless you pick another day in Membership Settings). When someone joins mid-month, each membership can Always charge for the days left, Ask each time, or Never charge. Example: an $85 monthly membership started on October 10th with partial month charged is $60.32 today, then $85 on the 1st of every month. Without it, they pay $85 today for November and the rest of October is free.

End Membership puts the customer back on the discount level they had before they joined and offers to cancel their recurring charge in Paya. View History shows every membership period (started on, by whom, ended on, by whom) above a full log of everything that happened on the membership.

You can also start a membership without opening the account first. Set Up Membership is on the Dashboard under Customers and in the main screen’s Customer menu.

How to activate: Open a customer’s account details → Membership → Start Membership. Set the billing day in Membership module → Settings → Recurring billing day.

📥 Import Past Membership Payments From Paya

If you ran memberships before using the module, or a recurring charge went through in Paya without being recorded in TORO, the history in TORO has gaps. Import Past Payments looks through your past recurring charges in Paya, matches each one to a customer, and shows you what TORO is missing before it changes anything.

Once you confirm, TORO records the missing sales and paid months and puts current members on the right membership. Anything that doesn’t match cleanly goes to a short review where you look at one customer at a time. Imported payments don’t load gift card credit, so nobody gets credit again for months that have already passed.

How to activate: Membership module → Import Past Payments (also in Membership Settings and on a customer’s account).

🧾 Memberships at the Register

Every membership has its own item, and an item can belong to only one membership. When you ring up a membership’s item for a customer, TORO sets them up on that membership with its discount level and credit. If they’re already on a different membership, TORO asks before switching them, and the default answer is No.

Voiding a membership sale also takes back its gift card credit, the same way voiding any other sale does. When a renewal is declined and the membership is set to remove discounts on decline, the customer goes to no discount level but stays on the membership. Their next paid renewal puts the discounts back.

🔄 Refunds, Rebuilt

The refund screen has been rebuilt from the ground up. Instead of typing a transaction number, you pick the sale from a list, or scan the receipt, enter the last 4 of the card, or look up the customer. Tap the items that are coming back, and one plain sentence tells you exactly where the money goes. Then press the green Give Refund button.

The money goes back the right way. Card refunds go back to the card that paid, now including cards on file and card-not-present sales. Comped items give nothing back, store credit goes back on the customer’s account, and the card fee follows the items it was charged on. If anything goes wrong, the screen says in plain words what did and did not happen.

A refund can’t pay out twice. Earlier refunds of a sale are subtracted, returned items are remembered, two registers can’t refund the same card at the same time, and a card refund that never got an answer is never sent again. Cash is shown only after every card refund has gone through and been saved. Refunds also record the employee and the original sale, so your refund reports show who did it, and card-not-present refunds now count at drawer close.

Voiding a sale got the same care. The void reason window now underlines spelling mistakes as you type, the “are you sure?” question defaults to No, and a progress window shows while the card is voided instead of the register freezing.

📦 Volume Discounts: A Percent Off When They Buy Enough

A new Volume Discount button on the Promotions screen. Pick the items it covers (a product type, one or more brands, or specific items), how many have to be on the sale (When the sale has 20 or more), and the % off. Once the sale reaches the number, every one of those items gets the discount, not just the ones past 20. Take one off and the sale goes back to full price. Lighters and anything else outside the deal ring at full price and don’t count.

Tick Count different items only for “20 different cigars,” and Boxes and packs count to let a box of 20 count as 20. Items that already have a discount (a member price, the automatic box price) count toward the number but keep their own discount instead of getting this one on top. If a cigar’s maximum discount is lower than the deal’s percent, it still counts but rings at full price. For tiers, make one deal per tier (40 or more at 15%, 20 or more at 10%) and give the bigger one the lower Order number. On a return, the customer keeps the volume price on what they keep.

Every register needs this update for the deal to apply on it. A register that hasn’t updated rings the items at full price.

How to activate: TORO Promotions → Volume Discount.

👋 Ask Walk-Ins to Join Rewards Before They Pay

When no customer is on the sale, Add Payment now opens with Add a Customer? It shows how many points this sale would earn, how close that gets a new member to a reward (or that it earns one outright), what the reward coupon is worth, and your welcome coupon. Your cashier has the pitch right in front of them.

ADD CUSTOMER (or Enter) opens the customer search like before. NO THANKS goes straight to payment.

💳 Make Customers Pay Down What They Owe

If a customer has items held on their account, you can now have TORO stop the sale until they pay part of it. Choose Flagged customers (mark them Must Settle on the Account Items screen) or Everyone, set how much they must pay (Pay at least __%), and set a minimum balance (it starts at $10).

A red bar shows exactly what they have to pay and turns green once they’ve added enough. An owner or manager (your choice) can let a sale through with a reason, and every approval is logged. Refunds and membership-only sales are never stopped.

How to activate: Setup Transactions, Tabs, Tips & Items → Held Items On Account.

🎂 Birthday Rewards Is Easier to Set Up

The Birthday Rewards Program screen has the new TORO look, and you no longer type a minimum and a maximum for each tier. Just say where a tier starts (“customers who spent at least $1,000”) and TORO fills in where it ends, so there are no more “missing a row” errors and the window never traps you. Tiers read like “$1,000.00 – $2,499.99” and “$2,500.00 and up.”

The old “Aggressive” coupon is now called the Win-Back Coupon, a green or yellow banner shows whether the program is on, and the “Activate?” question on every close is gone. Two fixes too: Send as a picture message (MMS) now saves, and the remove button works (Remove Tier asks first).

🔄 Rewards Program Reset: Sign Up Yourself

The Rewards Program Reset button in Setup Rewards Program now shows for every store. If you don’t have the module yet, it opens the sign-up: $126 a year, billed on the day you sign up, with no trial. An Admin user has to do it. Click Turn ON Module and you go straight into the reset settings.

🎟️ Reward Coupons and Discounted Items: Your Call

In Setup Rewards Program, the box is now called Reward & Welcome Coupons Can Be Used on Discounted Items. Untick it and those coupons won’t stack on a member or manual discount. New programs start with it ticked. Customers now always earn points on discounted items. Before, unticking the old “Allow Rewards on Discounted Items” box also stopped them earning points.

Dollar-off coupons that don’t allow other discounts now replace them. When a dollar-off coupon has Allow to be used with other discounts unticked, TORO takes the member or manual discount off the items the coupon covers and applies the coupon there, instead of skipping those items. Take the coupon off and the member discount comes back. Items the coupon doesn’t cover keep their discounts.

🏷️ Labels for 5-Packs, 10-Packs and Other Pack Sizes

In the Label Design Studio, drag the new SKU Count box onto a label and type how many are in the pack. Tick Use a range to cover several sizes, like 5 up to 10. The label’s Single Price, Single Barcode and Single Packaging then print that pack instead of the single cigar. Box fields don’t change, and the box itself never prints.

Quick Print asks which pack to use when more than one fits. If the item has no pack in that size, it won’t print and tells you which sizes the item does have.

💼 Wholesale Invoices Show Their Payments

Once a wholesale invoice has payments on it, the printed and emailed invoice lists each one at the bottom (the date, how they paid, and the amount put toward that invoice), followed by the Remaining Balance. The spreadsheet attached to the email shows the same payments and balance under its totals.

🛒 Pink Online Orders Tell You What’s Wrong, and Fix Themselves

A pink online order is one whose sale in TORO doesn’t match the website. Opening one now tells you why. A paid order with no sale shows TRANSACTION NOT CREATED YET in red and offers FIX IT NOW, which downloads the order again and records the sale. A sale on an unpaid or cancelled order tells you to set the Store Status to CLOSED.

The station that downloads your orders also tries once on its own to record a missing sale. The order, risk and ID check windows have the new TORO look, and Resync Selected shows a progress window.

📧 Don’t Go Without a Store Email

If your store email isn’t set up, opening the dashboard now shows a reminder that TORO can’t email receipts to your customers or purchase orders to your vendors until it is, with a Set It Up Now button. Remind Me Later hides it for 8 days. Only admins see it.

Changing the store email from the Store Report settings or Purchase Order settings now opens the same simple Store Email window as Setup, with Use Gmail Settings and the built-in connection test. The email you save there always becomes the one TORO sends from.

💌 One Add Recipient Button for Every Message

Sending a message from Vendor Companies (Send a Message, Backorder Inquiry and Backorder Canceling) and emailing store documents now have one Add Recipient button instead of a row of separate ones. Pick the kind of person: Yourself, Employees, Type an Email Address, Customer, Wholesale Customer, Tax Exempt Customer, Company Representative, or All Representatives for a Company. Choose them and they’re added. Employees, wholesale customers and tax exempt customers can be ticked several at a time. Anyone without an email on file is skipped, and TORO tells you who.

The Send a Message window has the modern TORO look, and the same email address can no longer end up on the list twice.

🏛️ Tax Exempt Sales, Refreshed

Tax exempt organizations can now have an email address, so you can send them messages and documents with Add Recipient. The Tax Exempt Organizations list, the organization editor (with Add, Edit and Remove Address buttons) and the register’s tax exempt screen all have the modern TORO look. At the register the screen is now called Tax Exempt Sale, and Not Tax Exempt takes the exemption off the sale.

Pressing Cancel now really cancels: it no longer picks whichever organization was highlighted, and cancelling at the register keeps the organization already on the sale. The shipping section also goes away when you switch from an out-of-state customer to an organization.

🔧 Under the Hood

• Deal times save the way you set them. A deal scheduled for 4:00 PM to 6:00 PM was being saved (and run) as 11:00 AM to 1:00 PM, and moved back another 5 hours each time it was saved again. Times now stay exactly as you pick them. If you set a time window on a deal before this update, open it, check the times, and fix them.
• Scanning works right after clicking around the register screen. Clicking the customer’s age circle, the employee panel or other spots on the New Purchase screen no longer stops your next barcode scan from adding the item. The age popup now closes on its own after a few seconds.
• A Cancel button on “Cash drawer is not opened yet.” A cashier who tapped by mistake can now back out instead of having to open the drawer or start a sale.
• A paid-out on a day with no sales no longer shows as a shortage. If you paid $50 out of the drawer and made no cash sales, an exact count was told “the drawer is missing $50.00.” It now closes clean, and TORO doesn’t ask you to move money to the bank on a day the drawer is down. Viewing an old close also shows the right Cash @ Open and Manual Trans amounts, even from a different register.
• No “hand the card back” reminder on Card on File tabs. You’re not holding a card, so TORO no longer reminds you to return one. Tabs where you are holding a card or ID still get the reminder.
• Opening Set Up Returns no longer turns refunds off. For a store that had never saved its refund methods, just opening that screen (even pressing Cancel) switched off Cash, Credit and Account refunds. Nothing changes now until you press Save.
• Analytic orders rank items on register sales only. A big wholesale order no longer makes an item look like a top seller. Wholesale sales still count toward how much TORO reorders.
• Quick Add New Items opens when TORO is working offline. It now skips the Master Database check while offline and loads your store’s items right away, and the count line says OFFLINE - MASTER DATABASE NOT CHECKED.
• Item creators are quicker to fill in. The Item Name, Items Per Sku, Cost and Markup boxes select their text when you click in, and there’s a new Manf Sku Name box under “How do you buy it?”
• Spell check everywhere. Every text box that used the old spell-check window now uses the new one that underlines mistakes as you type.
• Scheduled report emails no longer shrink. In some email programs the TORO logo drew huge and squeezed the whole report email down to fit. It now stays small.
• Salary Hours opens even with older hours. Hours clocked before your payroll start date no longer stop the Salary Hours screen from loading. They’re left out because they aren’t in any pay period.
• Payroll can start on a future date. Payroll Setup now lets you set a start date that hasn’t arrived yet.
• Manage Employees is wider. The window is wider, so its columns aren’t cut off.
• Read-only boxes look read-only. Boxes you can’t type in are now a darker grey, so they no longer look like empty fields waiting for input.
• A cleaner Purchase Order and Wholesale settings screen. The settings are now grouped into clear Receiving and Email sections.
• Startup tells you what it’s doing. While TORO starts, the loading screen now says when it’s loading your card processors and checking your module licenses, instead of sitting on an earlier message.
• Working offline works when support turns it on. During an internet problem, TORO support can switch a station to work offline. That switch was being ignored whenever any connection got through. It works now, and card payments can still go through when support allows them.
• A proper welcome for brand-new stores. When a new store activates its first station, it now gets a welcome message instead of a confusing “main station changed” notice.
• Discount levels used by a membership are protected. TORO won’t delete a discount level that a membership gives. You can make it inactive instead.
• The full TORO Insight dashboard comes with a paid Insight plan. On the Free plan every login gets your store’s security code. Giving a login the full dashboard now needs Insight Basic or higher (or a trial), and the screen points you to the upgrade. Logins that already have it keep it.
• Remote Support install is easier to finish. Windows sometimes only flashes its “allow changes” question on the taskbar, so the installing window now tells you to look for the flashing shield there.