New in Infinity — December 2025

Here’s new functionality across the Infinity platform that will help you and your team reduce operational complexity and create a differentiated omnichannel customer experience.

Infinity is a modular platform and you may need additional components or licensing to access some functionality.

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INFINITY API

Seamlessly create and update item details in bulk

We’ve made creating and updating stock items in bulk using APIs more seamless and cost-effective. Product dimensions are now supported, as are kitsets and custom product options, meaning you can update a wider range of granular item detail without having to drown in complex spreadsheets. 

You can also retrieve and update site-specific variations for a master product and update site-specific item configurations.

Take the hassle out of processing cancelled orders

You’ll no longer have to waste effort doing a manual refund at the POS when a customer cancels an online order. Instead, cancelled lines can now be handled automatically via the Infinity Sales Order API, saving you time and streamlining the process.

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INVENTORY

Easily find the right supplier when entering invoices

If you have to enter invoice details manually after goods have arrived, you’ll now be able to find the right supplier much more quickly and easily, instead of having to search through a list that includes suppliers you no longer use.

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CUSTOMER AND LOYALTY

Protect against fraud when using epay digital gift cards

If you’re a New Zealand retailer who uses epay gift cards in conjunction with Infinity, you can now offer your customers the flexibility of using either plastic or digital cards.

To make the move to digital cards more secure, we’ve implemented a layer of fraud protection by allowing you to define the digital cards that can be scanned at the POS. If a customer scans a card that isn’t on your permitted list, then it needs to be swiped on the magnetic reader instead. And as an added layer of protection, a PIN needs to be entered when a card that is on your permitted list is scanned during balance enquiries and redemptions.  

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PRICING AND PROMOTIONS

Offer ‘spend more, save more’ discounts

Offering customers discounts based on the total value of a transaction is a great way to reward their decision to shop with you. Our new total sale discounts let you scale your promotion, meaning the more a customer spends the greater the reward.

You can decide which customer types to includes in the promotion, how long you want a promotion to run, which products you want to include and whether you want to reward customers with a dollar-off or a percentage-off discount, giving you flexibility over how the reward is designed and delivered.

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REPORTS AND ANALYTICS

Easily customise point of sale documents

Customising point of sale documentation is an effective way to communicate both your brand and the vital information your need to give to customers. We’ve made it easier to get those essential documents just right by introducing an integration with FastReport.

Using standard templates, you can customise your customer order and tax invoice layouts to easily add logos, QR codes, barcodes and custom fields such as customer emails, as well as lines of text in the font of your choice.  You can also create your own templates, although you’ll need to obtain a licence from FastReport first.

The integration is designed to use A4 layouts, but you can use thermal layouts by resizing them as required.

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POINT OF SALE

Refund prepaid sales without losing revenue

If you use Infinity’s enhanced returns module, you can now prompt your store staff to refund items to a specified payment type. So, for example, if the customer paid with a gift card, you can prompt staff to issue the refund as a gift card balance, so it will be spent with you in the future instead of being given away as cash.

Easily locate scheduled stock takes

Completing stock takes is all about getting the details right. If your store staff carry out scheduled stock takes at the POS, they’ll be able to locate the right stock take more easily now that they’re listed alphabetically by name, speeding up the process and letting the team get on with what really matters – entering accurate stock counts.

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TECHNOLOGY

Get the latest SQL Server support

On 19 November, Microsoft announced the general release of SQL Server 2025. To keep pace with these latest changes, we’ll be adding Infinity RMS support on SQL Server 2025 by 1 April 2026.

We also need to let you know that Infinity RMS support on SQL Server 2012 and SQL Server 2014 will end on 1 April 2026.

Existing Infinity installations operating on current SQL Server versions will remain functional, but support for issues related specifically to SQL Server 2012 and SQL Server 2014 will no longer be provided.  If you’re running either of these versions, you’ll need to upgrade to access new releases of Infinity RMS after 1 April 2026.

Simplify upgrades using the Infinity Upgrade Service

You have more options when it comes to upgrading Infinity now that you can use the Infinity Upgrade Service on a Restricted Back Office and on POS stations that connect directly to the Back Office, simplifying automatic upgrades across a wider range of environments.

We’ve also made using the Upgrade Service easier and more reliable by enhancing the EventLog Report to let you confirm that the Linker is running as a service before you begin the upgrade.  

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To find out more about any of these enhancements and add them to your Infinity platform, contact us. 

If you’d like to get our regular ‘New in Infinity’ updates in your inbox, sign up to our newsletter.

Low tech, high risk: why you need to keep pace with IT investment

It used to be a truism that the retail industry spent less on IT compared to other industries such as health and banking, mostly thanks to its focus on physical stores where IT played a less vital role and its lower dependence on data storage.

But times have changed and retail’s IT budgets have changed along with them. In 2024, over 72% of global retail chains reported increasing their IT budgets compared to the previous year.

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What’s driving investment?

The driving force has been consumer demand for seamless omnichannel shopping, along with the proliferation of cloud-based services, integration of AI and investment in cybersecurity. As retailers have gone online not only have they had to invest in robust cloud servers and CRMs, they’ve also needed to up their game when it comes to securing customer data.

The store, too, has seen new investment. As our recent blog said, retail POS platforms need to keep pace with customers’ ‘phygital’ expectation that their instore experience will be harmonised with the shopping they do online, while mobile apps and self-service kiosks have added another layer to retailers’ store spend.

Meanwhile, edge computing is gaining traction in high-volume environments. A recent study found around 22% of Tier-1 retailers globally have integrated edge computing to manage instore data processing and address latency issues during peak hours.

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The upside to investing

For retailers in the Asia-Pacific region, the benefits of IT investment are clear, given the rapid uptake of new technologies among shoppers. For example, three-quarters of Australians use their phone to shop online and a third use dedicated shopping apps, meaning that investing in mobile solutions is now the retail equivalent of table stakes rather than a nice-to-have.

Technology spend has come with other tangible benefits, too, in terms of both sales and cost savings. Retailers in Southeast Asia experienced a 24% increase in sales after deploying cloud-enabled logistics, while cutting-edge inventory systems have reduced shrinkage by 14% 

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The constraints

Of course, investment also comes with risks and challenges, the most obvious being the significant capital outlay that IT projects require, particularly at a time when retailers are already experiencing revenue and cost pressures.

The fear of losing revenue through potential disruption that comes with implementing a new POS is multiplied when applied across channels, while globally 36% of retailers experienced a failed IT deployment in 2023 after trying to integrate legacy systems with new solutions.

But not spending comes with risks, too, most obviously the risk of being left behind as competitors invest in the solutions and experiences that customers not only expect but demand.

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How much should retailers spend on IT?  

The simple answer is it depends. There’s no one-size-fits-all solution and the right number depends on a retailer’s specific circumstances. IT spend can vary greatly by retail category, company size and growth stage. 

Our anecdotal experience suggests that most retailers spend only 1–3% of their revenue on IT, although one study found that retail and ecommerce IT spend was 10% share of company revenue in 2023 (up from 7% in 2022), while another suggests that deploying multi-store cloud-based IT infrastructure costs between 14–22% of the annual revenue of mid-sized retail enterprises.

We’re not suggesting retailers need to invest at these levels, but they do need to scale their IT spend for opportunities that make their businesses stronger, smarter and ready for the future. 

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This blog was originally published in February 2024 and updated in December 2025.

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Want help to find the right systems to build your unified commerce business model? 

We can help you build a foundation for operational efficiency and continuous, innovative growth. Get in touch.

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Are you ready for Black Friday?

Since arriving in the Australia and New Zealand markets around a decade ago, Black Friday has become one of the biggest occasions on the retail calendar.

As well as being a major event in its own right, Black Friday, along with Cyber Monday, marks the beginning of the Christmas shopping season. And it seems to get bigger every year, with deals being advertised earlier and the sale period getting longer.

In 2024, Black Friday and Cyber Monday set a new record in Australia of $2.2 billion spent online, despite a tight cost-of-living environment. Meanwhile, in New Zealand, they saw $94.6 million spent online and $734 million spent instore. Overall Q4 retail spending came in at $16.1 billion, with mid-to-late November showing the biggest increase in spend.

Clearly, the Black Friday and Cyber Monday period is an opportunity for retailers to build momentum heading into Christmas, but the returns won’t come without thought and strategic planning.

Here we look at how you can make sure you’re ready to take advantage of the Black Friday splurge so that it sets you up for end-of-year success.

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Is your inventory ready?

Perhaps the most important question you need to answer is: what are you hoping to sell? Are you showcasing a new product line, promoting tried-and-true items that you know will sell or are you trying to move excess stock?

With this question answered, you need to be sure that you’ve planned for demand and contingencies.  Use reports and analytics to gauge the volume of stock you will need on hand, and make sure your inventory management system alerts you to when minimum stock levels have been reached.

Getting stock to the right places is vital. Have you maximised shelf use, so that you’ve filled shelves with product you want shoppers to buy? Do you need to transfer slower movers into the storeroom for the duration of the sale?

And if you’re running a multi-store operation, have you planned for variation in demand across stores, and are you able to move stock across your network to meet that demand during the sale period?  

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Are your suppliers on board?

Once you know how much stock you’ll need and where you’ll need it, make sure you’ve either got what you need on hand or that your suppliers can provide it.

Have you got agreements in place with suppliers that allow you to meet demand? If you aren’t able to physically store all the stock you’re planning to sell, are suppliers able to hold more stock for you in case it’s needed?

And if you run out of stock during the sale, are you able to place customer orders with the supplier so that demand can be met in the coming days or weeks? Alternatively, are suppliers able to dropship to your customers to speed up fulfilment?

You’ll also want suppliers to help you out if you find yourself with product left over at the end of the sale, so have you come to an agreement to return unsold stock?

Finally, are your suppliers on board with your pricing strategy? Can they offer you tiered pricing that you can pass on to shoppers?

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Does your pricing strategy align with inventory?

When you’ve decided what to discount you need to get the pricing right so that you’re selling stock at required levels without compromising revenue or brand value.

Use reports to identify the price points at which discounts should be offered that maintain profitability while also attracting customers.  

Experience from the US indicates that discounts in the 10–15% and 20–25% ranges performed better than steep price cuts, suggesting consumers were more interested in getting the right product from their chosen brand rather than merely prioritising the lowest price.

If you’re opting for pricing bundles and tiered discounts, does your POS allow for a seamless pricing experience for customers so that they know they’re getting the best price?

And when it comes to those shoppers who belong to your loyalty scheme, consider whether you’ve put enough emphasis on nurturing them through exclusive offers, bonus points and early access to deals.

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How are you going to manage queues?

There’s no point having inventory and pricing in place if people walk out because the queue isn’t being managed.  

Look at last year’s analytics and work out when the peak times were and then make sure that you have enough people on deck to handle those busy periods.

If you offer a click-and-collect service, consider suspending pick-ups at busy times so that shoppers aren’t waiting around to collect orders, preventing your staff from serving bargain hunters and compromising overall service.

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Is your POS up to the task?

Once you’ve decided how many of your people need to be available, are you sure you have enough POS lanes, or do you need to scale up the number of lanes?

Are you also sure that your POS can handle high transaction volumes? Once again, slow service at the POS will flow on to queue length, which could result in lost sales.

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How will you keep customers coming back?

Black Friday and Cyber Monday can see record numbers of shoppers engaging with you across all touchpoints, from instore to web store. Are you ready to reward them for their business and retain them as loyal customers?

Limited-time promotions can result in a huge spike in customers coming through the door or visiting you online never to be seen again. But giving them a reason to come back means that a single purchase on Black Friday can be the start of a long-lasting relationship that bolsters your loyal customer base and fortifies revenue streams. 

Have you thought about how you keep in touch with new shoppers through email or txt exchanges so you can offer them complementary products or services? Do you have a retention strategy in place to bring new shoppers back again and again?

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Are you ready for next year?

Getting everything in place so you can take best advantage of Black Friday can be daunting, but having the right tools at hand takes some of the pressure off.  

If you don’t have the data you need to make informed decisions about which products will perform best and how to price them, then it might be time to upgrade your systems so that you’re ready for next year.

Infinity allows you to report on inventory sales so you can see what performs well and when, while other reports give you a clear understanding of profit and loss. You can even see how well each of your employees is doing over a given period so you make sure your top performers are on the floor.

You can easily move stock around stores so that stock gaps are filled, and if items do run out you can create customer orders to be fulfilled from the warehouse, the supplier or from another store.

You also get to make complex pricing simple, so that tiered pricing becomes a breeze. And Infinity’s proven ability to perform complete transactions at speeds of less that 20 seconds on a single POS means you get the throughput and accuracy you need.

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Need help to get ready for busy sale periods?

If you’re looking to get on a solid footing for the sale season, get in touch. We’d love to show you how Infinity can help you deliver the bargains customers expect while maximising revenue.

Infinity drives U-GO’s launch into the market

Key results

• Fast rollout of unattended fuel sites
• No need to run multiple systems across channels
• Easily repurpose existing systems and infrastructure

When Z Energy (Z) launched the U-GO fuel station brand in New Zealand earlier this year, it was looking to meet the needs of customers who want to match great value with fast and convenient self-service. It was also building on its reputation as a leading fuel retailer in the New Zealand market.

With a nationwide network of retail service stations, Z offers customers a range of full-service amenities, including hot food, snacks and coffee, car washes, EV charging and trailer hire, as well as the Z Rewards loyalty programme.

By converting select existing stations into U-GO sites that offer only pay-at-the-pump fuel delivery, the company was able to keep serving its customers in a way that best suited them but without incurring the cost of building new locations from the ground up.

As Z’s Customer General Manager Tim Bailey said, “We've identified a small number of locations in our current network where a self-service fuel station would better meet customer needs. We're working to convert these into U-GO branded sites now.  Z and U-GO have different offers and are designed to appeal to different customers.”

In making the transition, Z turned to its long-term partner Triquestra to provide the retail solution that would underpin the new offering, via the Infinity retail management system.

Triquestra has worked alongside Z to deliver a range of services and offers at its attended sites, including the Pumped and Z Rewards loyalty schemes, virtual fuel solution Sharetank, as well as comprehensive wet stock and dry stock POS functionality. Infinity’s flexibility meant that U-GO could use the same underlying retail solution, stripped back to suit the needs of unattended sites.

It also meant that U-GO sites could be up and running quickly. Implementing a single, modular platform across all retail channels allowed Z to scale efficiently and avoid the usual complexity that comes with managing multiple systems. The result has been a quick and seamless rollout at unattended sites.

“We’ve been able to roll out technology quickly by configuring existing tools instead of building custom solutions. This has allowed us to tailor the solution to the market in just a few days.”

— Callan McLaughlin, Z's Retail Platform Manager

By leveraging the power of Infinity, U-GO has brought greater competition into the self-service fuel retail market in New Zealand, offering competitive local fuel pricing for all U-GO customers.

For Z, partnering with Triquestra and Infinity has allowed them to build on an existing relationship to deliver for all their customers, wherever they are and whatever they need, in a seamless, cost-effective way.

Changing your POS? 7 questions to ask before taking the leap

In a recent blog, we talked about how the retail store is and will likely remain vital for customers who value trusted advice, social engagement and tactile product discovery. And those customers will continue to have high expectations of the instore experience, including the expectation that it will be harmonised with the shopping they do online.  

As your store evolves to meet a future where it can serve as an experiential hub and as mission control for customer fulfilment, you need to ensure that your retail platform is keeping pace rather than holding you back.  

Here we look at the challenges retailers experience when making the shift to a new POS, and the important questions you need to ask before choosing a new platform.

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 The POS upgrade challenge 

Preparing the point of sale for a future where tech-savvy consumers expect ‘phygital’ omnichannel experiences can be daunting.  

Retailers need to keep up with shoppers’ demand for a unified, cross-channel buying journey, but many have outdated point of sale systems that aren’t suited to the task. 

Making the shift to a new point of sale comes with challenges, though, especially when margins are tight. Fear of losing revenue through potential disruption to current operations and having to invest in staff training while perhaps not achieving anticipated returns can deter retailers from taking the leap.  

You don’t want a project that fails to deliver the desired returns because the wrong product was selected. 

So how do you select the right system for your business requirements? 

Here are the 7 questions to ask when looking for a new POS.  

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1. Can it be implemented and deployed rapidly?

The number one priority for most of the retailers we speak with is speed of deployment.

To minimise the operational disruption, you’ll need a platform built on a modern architecture. All your core requirements need to come out-of-the-box, along with the ability to customise and easily add new functionality.  

When you choose a partner with a mature platform, they can focus on delivering innovation because the core functionality you need already exists. 

Check the provider has recent and proven success planning, implementing and managing complex, large-scale deployments across multiple stores, formats and geographies. They’ll need to understand your fast-paced, data-intensive environment where any significant level of downtime is unacceptable. And their people will need to be skilled in helping you plan and implement your projects so that they work for you now and into the future.

Our client Z Energy was able to quickly and seamlessly convert some of its existing fuel locations into unattended self-service U-GO sites.    

“By using a modular platform, we’ve been able to roll out technology quickly by configuring existing tools instead of building custom solutions. This has allowed us to tailor the solution to the market in just a few days.”

— Callan McLaughlin, Retail Platform Manager at Z Energy

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2. Will it support your unified commerce business model?

Today, the store is the epicentre for all your unified commerce activity. 

That means you’ll want a point of sale system that supports endless aisle, click and collect, store fulfilment, pricing and promotions, clienteling and loyalty, as well as functions that allow customers to search, transact, acquire and consume products across all your channels.  

You don’t want to be tied to a point player that can only provide parts of a total solution.  

“The reason unified commerce resonated with me is that it would give us one core platform to do the heavy lifting and a single source of truth to manage the customer data, inventory and order orchestration, rather than relying on too many systems to push and pull data everywhere.”

— Shane Lenton, previously Cue’s Chief Information and Digital Officer

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3. Does it allow your store team to deliver exceptional service?

The new solution needs to empower store teams to deliver a superior, frictionless customer experience that maximises their productivity, no matter where they are in the store.

An easy-to-use UX and straightforward setup will enable new employees to quickly learn the system and begin selling almost right away. By removing the frustrations caused by complex technology, you'll also help lower staff turnover. 

In addition, by consolidating store technology onto a single POS-based retail system, your teams can do everything in a single view, from sales transactions, customer loyalty, pricing, product and promotions through to virtual appointments and endless aisle access to stock.

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4. Will the system work offline?

Delivering exceptional customer service is irrelevant if your staff can’t complete sales. 

When inevitable network outages happen, you need to know that your POS will keep all your stores operational without any disruption.  

When implemented correctly, the offline POS experience should be so seamless that your staff may not even realise the system is offline. 

Though some features may be limited, it's essential to know what transactions can still be processed during the loss of connectivity. For example, the system should handle card and cash payments, process returns, capture customer data and link it to profiles, and continue scanning products for smooth checkouts. 

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5. Can it grow with you, and adapt to change?

Whether you're expanding into new locations or launching pop-up stores, your POS system must be scalable and adaptable to change. While it might seem obvious, scalability can easily be overlooked in the excitement of cutting-edge technology. 

Your growth plans should account for how your physical stores can complement your online presence, so that your POS solution can function across channels in the same way as your ecommerce platform. 

It should operate seamlessly across tablets, phones and fixed tills, allowing transactions to flow between devices effortlessly. This flexibility not only opens up possibilities for innovative store layouts but also provides the practical benefit of better backup strategies for your devices. 

Your partner should let third-party solutions connect via APIs so that you are free to focus your development efforts on the front-end. You can be more agile and create a community of third-party apps and systems that work together in an ecosystem. As a result, you’ll reduce integration and maintenance overheads, increase real-time accuracy and enjoy virtually limitless scalability and agility. 

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6. Will it make complex sales simple?

Enterprise retailers with multiple brands, B2B operations or franchises will need a POS system that makes complex sales simple. 

You’ll want the power to set pricing and promotion rules, permissions, return and refund validation, discounting and cash management from either head office or at store level. 

And you’ll want to ensure the solution supports complex sales like charge-to-account, quote management by channel, debtor management, loyalty and all types of pricing, including retail, trade, contract, promotional, project, customer-specific and rules based.  

“Infinity is one of the few platforms able to accommodate our diverse business model, with both retail and wholesale customers requiring multiple volume breaks and bulk purchasing. And Infinity’s New Zealand presence gives us an out-of-the box solution with local capabilities that can be customised to our requirements.”

— Amanda Thompson, General Manager of Moore Wilson’s

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7. Can you rely on the vendor for new functionality and ongoing support?

Working with the right people and processes will make the rollout of your new point of sale much easier and deliver results much faster. 

A partner located in the Australia-New Zealand market means you’ll have direct access to second- and third-level support, as well as direct contact with people committed to your success. 

You’ll also have more influence on the product roadmap and have to deal with less bureaucracy to get things done. And a mid-size partner is more likely to view you as an important customer of influence.

This blog was originally published in September 2024 and updated November 2025.

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Want help to modernise your point of sale? 

As you transform your customer experience to deliver the seamless and personalised buying journeys your customers crave, your point of sale system must transform as well. If you’re looking for help to shape your strategy and extend your omnichannel capabilities, get in touch. We’d love to help you develop the solutions you need now and guide you to where you’re headed next. 

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For more on how a move to a unified commerce strategy gives you the flexibility and agility you need to keep in step with consumers’ changing needs, download our ebook:

New in Infinity — October 2025

Here’s new functionality across the Infinity platform that will help you and your team reduce operational complexity and create a differentiated omnichannel customer experience.

Infinity is a modular platform and you may need additional components or licencing to access some functionality.

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INVENTORY 

Schedule pre-defined POS stock takes at back office and head office

Infinity’s stock take schedule function is a great way to run pre-defined, repeatable stock takes at the point of sale. Managing site-specific schedules is even easier now that stores can create and maintain their own scheduled stock takes without the risk that they will be overwritten by the head office.

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CUSTOMER AND LOYALTY

Enhance your gift card offering

Enticing your customers with regular loyalty offers and redemptions is a key to unlocking repeat business. You have even more ways to keep them coming back now that you can use gift cards with PIN numbers, offering shoppers a wider range of options for collecting and redeeming dollar amounts at your stores.

Note that this enhancement relates to any digital gift cards using the epay New Zealand solution on Windcave devices.

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REPORTS AND ANALYTICS

Easily see the theoretical GP items should sell at, today

Setting items’ sell price can be a make-or-break decision for a retail business. You need to base that decision on the best information available, and you need to know that you won’t be selling at a loss.

Infinity’s new Theoretical GP Report gives you all this and more. It supports both your promotional and buying activity by calculating the theoretical gross profit an item should sell at right now. You can use it to get a single view of retail prices, promotional prices and the value of stock on hand based on current item and rules-based pricing master data, not sales data.

And because it doesn’t rely on sales to have taken place, you can set promotional pricing without the risk of selling items at a loss, giving you confidence that you’re making informed decisions that support your business’s profitability.  

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POINT OF SALE

Quickly identify premium delivery orders

When customers ask for items to be delivered they expect fast, reliable service. And if you offer a paid premium delivery service, such as those supported by Uber Eats and Delivereasy, expectations go to the next level.

Using Infinity, you can now easily identify priority orders at the point of sale both on screen and by way of a sound notification. Your store staff are alerted to which orders they need to act on first, allowing them to deliver the great, speedy service customers demand.    

Leverage the efficiency of Adyen referenced refunds

Spending time ensuring customers are being refunded correct amounts can add unwanted cost to your business. Infinity’s integration to Adyen now reduces this burden through referenced refunds, which tie refunds to specific payments.

Omnichannel as well as in-store transactions are supported. Online refunds can be refunded to the original card in-store either with or without the customer being present, giving both you and your customers greater flexibility and peace of mind when it comes to processing refunds.

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TECHNOLOGY

Use AOAGs to manage failovers

Infinity ETL licensing now supports Always On Availability Groups (AOAG). It uses the listener’s name instead of the name of the server running the SQL server instance, saving you the time and effort of having to manually intervene in case of a failover.

Note that if you currently have ETL installed, you’ll need to relicense it for this enhancement to work. Also, if the SQL Server is not part of an AOAG, the licensing logic remains unchanged.

Save time cleaning up email messages

If you use Infinity Messaging to send emails and attachments to customers, you’ll no longer need to manually clean up the database and remove obsolete records. Instead, you can use the new message cleanup processor to automatically remove these records at regular intervals, saving you time and freeing up precious space.

Get the benefit of the latest RabbitMQ features

Infinity APIs are now compatible with RabbitMQ 4, allowing you to operate the API platform on the most recent version and giving you access to the latest security features and functionality.

For customers using multiple RabbitMQ instances for high availability, the Infinity platform now supports Quorum Queues within RabbitMQ to provide the maximum availability and performance.

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To find out more about any of these enhancements and add them to your Infinity platform, contact us. 

If you’d like to get our regular ‘New in Infinity’ updates in your inbox, sign up to our newsletter.

Integrating Infinity and Xero for the best of both financial worlds

Keeping a watchful eye on profit and loss and cashflow data is key to running any successful retail business, but that information won’t do your operation much good unless it’s current, accurate and reliable.  

For years, many retailers have relied on Xero accounting software to give them the up-to-date view of their business they need, while some have also used the power of Infinity to manage inventory and point of sale transactions.

Now, you can get the best of both worlds through an integration between these two leading platforms.

The Infinity Xero Integration sends POS sales and other transactional data from Infinity to Xero, which then handles business accounting activities, seamlessly updating the financial information that’s the cornerstone of your business.

The result? An accurate daily picture of profit and loss plus tax in Xero based on selling activity within Infinity that lets you spend less time buried in spreadsheets and more time building relationships with your customers.

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Key Benefits

• Real-time financial insights with up-to-date reporting and tax position.
  
• Improved cashflow and cost management through reconciliation and payment tracking.
  
• Greater operational efficiency by syncing stock adjustments, transfers and receipts directly into Xero.
  
• Enhanced accuracy and compliance with consistent data across POS and accounting.
  
• Time savings that allow teams to focus on customer relationships and strategic growth.

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How it works

A wide range of everyday transactions are handled, including cash sales, debtor sales and refunds, stock adjustments, stock transfers, stock receipts, supplier invoices, stock takes, till adjustments and bank reconciliations.

When it comes to debtor transactions, you can choose between two options, depending on which suits your business best. You can manage all debtor activity in Infinity and use Xero as a sub-ledger, so that transactions are sent as journals. Alternatively, you can opt to maintain debtor activity in Xero, so debtor sales and credits are sent from Infinity to Xero for processing. In this mode, Xero debtor payments that have been matched to an invoice are sent to Infinity. That way, debtors’ credit position in Infinity is kept accurate and reflects payments that have been received directly via Xero.

Updated transaction data is sent from Infinity to Xero, and vice versa, either automatically at a specified interval or manually whenever is convenient, giving you total control over the update process.

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Granular view of complex transactions

The integration offers a granular level of posting for complex transactions, so you get fine-grained cost management that enables accurate profit and loss reporting.

So, for example, if you import inventory from offshore suppliers, you can pay them in their local currency. Any freight costs that have been added to supplier invoices and disbursed across the items can be posted as GRNI, to give you a more accurate view of the cost of goods sold.  

You also get granular control over how bank fees are posted, including card fees, making bank reconciliations faster and more accurate.

And when it comes to tracking revenue, you can make use of multiple revenue categories, including cash sales and trade sales. You can even track revenue based on payment type.

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Suited to all environments

Its easy-to-use interface means the integration suits every type of retail business, from multi-branch chains to standalone stores.

It’s also straightforward to deploy and support, with enhanced logging and troubleshooting that lets you track errors and quickly address any issues.

What’s more, by integrating Infinity with Xero you get to leverage Xero’s ecosystem of business tools, allowing you to manage everything from payroll to sales and marketing contacts.

There’s never been a better time to integrate Infinity and Xero so you get the timely, granular, automatically updated accounting information you need.

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Interested in using the Infinity Xero Integration to streamline and simplify your accounting processes? Get in touch. 

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New in Infinity – August 2025

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PRODUCT INFORMATION MANAGEMENT

Help us develop and improve Infinity
As part of our commitment to continuous improvement, we’re giving you the option to share information with us about how you use Infinity. We’ll use this information to identify features that can be enhanced or retired, as well as any opportunities for user training and upskilling.

When you upgrade Infinity, you’ll be able to choose whether to opt in or out of sharing data with us. If you opt in, we’ll capture and analyse menu clicks at both the Head Office and the Back Office, along with technical information such as operating system and SQL versions. This will allow us to see which features are used heavily and which aren’t being used frequently, as well as giving us an understanding of the systems Infinity is being run on.

It’s important to note that we won’t capture any data that can identify individuals, including passwords or user names.

Taking part in data sharing means you can help shape the way Infinity evolves and ensure that it remains relevant and useful to you. Even if you initially decide not to share data with us, you can opt in at any time, and vice versa.

If you have questions or concerns please contact Infinity Support.

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INVENTORY

Easily order and manage non-stock items
Ordering and managing stock can be tricky if your business needs a regular supply of items that you don’t necessarily want to bring into your inventory. So, for example, if you sell coffee you’ll need a steady number of coffee cups to be on hand, but you aren’t going to want those cups to be counted as stock items that are sold on their own. Similarly, if the coffee machine breaks down, you need an easy way of paying for a repair by purchase order without treating the repair as an item.

To help make the ordering of these items more seamless, Infinity now allows you to include non-stock items in purchase orders. When you receipt them, the quantity on hand won’t increase, so you can keep these items on hand without them impacting your inventory.

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CUSTOMER AND LOYALTY

Expand your fuel offering with automatic discounts
If you’re a fuel retailer who uses Infinity’s loyalty solution and you offer cents-per-litre discounts, you now have even more options when it comes to rewarding customers for their business. We’ve introduced discounts that apply automatically, so that purchasers save on fuel without your store staff having to manually select which discount applies, thereby speeding up transaction times while still offering customers meaningful savings.

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INTEGRATIONS

Leverage seamless integration of accounting data into Xero
If you use Xero as your accounting software, or are thinking about moving to Xero, you now have even more reason to integrate it with Infinity. We’ve listened to feedback and introduced improvements that make our Xero solution easier to deploy, use and support.

We’ve improved the overall experience by polishing the user interface, simplifying installation, enhancing logging so you can easily track errors and providing you with better troubleshooting to quickly address issues.

There’s never been a better time to integrate Infinity and Xero so you get the timely, granular, automatically updated accounting information you need while also leveraging Xero’s ecosystem of business tools.

Charge fees directly from EFTPOS devices
If you use Windcave as your EFTPOS provider, you can now add surcharges to these transactions from the EFTPOS device. This means you can charge a fee for things like contactless payments and have it recorded in Infinity, so you’ll get an accurate view of these charges in reports and transaction records.   

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To find out more about any of these enhancements and add them to your Infinity platform, contact us. 

If you’d like to get our regular ‘New in Infinity’ updates in your inbox, sign up to our newsletter.

New in Infinity – June 2025

Here’s new functionality across the Infinity platform that will help you and your team reduce operational complexity and create a differentiated omnichannel customer experience.

 Infinity is a modular platform and you may need additional components or licencing to access some functionality.

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INFINITY API

Leverage real-time cost information

Our Products API now lets you see a real-time value for weighted average costs if you create transactions or carry out inventory analysis in an external system.

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PRODUCT INFORMATION MANAGEMENT

Quickly locate branch item information in clusters

Searching for detailed stock item information can be time consuming, especially if you have a lot of stores offering different prices or sourcing items from different suppliers. Head office staff can find the branch information for an item in a cluster more quickly now that they can sort branches alphabetically instead of having to know the branch’s numerical ID.

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INVENTORY

Get a consistent view of stock take results

Stock taking is one of the most important tasks in your business, and getting the count right is vital to maintaining accurate inventory data. To help your staff quickly identify and double-check variances before they complete the stock take, you can now choose to list items in the printed stock take report in the same order they appear on screen, meaning staff don’t waste time trying to match what they see on screen with what’s in the report.

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REPORTS & ANALYTICS 

Summarise stock takes by stock count group

We’ve also enhanced stock taking by giving you a new report that summarises stock takes that have been carried out based on stock count group. The Stocktake Count Group Summary Report provides an overview of stock takes that have been carried out at branches, lets you see variances and gives you the option to list results according to individual stock count groups.  

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POINT OF SALE

Monitor staff safety at the point of sale

Staff safety is a growing issue across the retail sector, with some staff regularly dealing with threatening or abusive behaviour from customers. You can now keep track of how often your staff are facing this problem by using new functionality at the POS. When your staff feel threatened, they can press an on-screen button that records the event, allowing you to monitor how often these incidences are happening and enhancing your people’s sense of well-being.

Speed up processing of sales by under-age staff

If you sell age-restricted items, such as alcohol, you need to be sure that you’re complying with the law without compromising speed of service. To help you serve customers quickly and efficiently while meeting your legal obligations, Infinity now recognises an under-age staff member each time they complete a new transaction, instead of forcing them to log back in after every sale.

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ADMINISTRATION 

Send invoices and statements to multiple debtor contacts

Managing debtor customers is a more seamless experience now that you can automatically send invoices and statements to more than one email address, saving you the hassle of manually emailing documents to the relevant people in the business and enhancing lines of communication.

So, for example, when the customer buys an item in-store, you can send the invoice to the purchasing team as well as to the customer’s primary contact. And at the end of each period, you can send statements to the primary contact and to the customer’s accounts payable, so that the right people see the amount due.

Enhance financial integrity of trading days

If you use Infinity’s extended cash management module, you can now require store staff to complete any draft trading days before creating a new one. Trading days can also be completed the next day if necessary even if new sales have been processed, giving you peace of mind that all transactions are correctly accounted for.

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TECHNOLOGY 

Use the latest Microsoft technologies

Infinity now ships with SQL Server 2022 as default, giving you the most recent version of SQL Server currently in Microsoft’s mainstream support. We also continue to support SQL Server 2016, 2017 and 2019, while customers on SQL Server 2012 and 2014 should be planning to update to a later version.

Proactively address database-related performance issues

If you use a version of SQL Server Express, you’ll now be warned when the database size reaches a threshold of 9.8GB or higher, allowing you to proactively address issues before they affect your store operations.

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To find out more about any of these enhancements and add them to your Infinity platform, contact us. 

If you’d like to get our regular ‘New in Infinity’ updates in your inbox, sign up to our newsletter.

Striking the Stock Balance: Managing Inventory in a Tight Market

Managing inventory is one of retailers’ biggest challenges and largest costs — no matter their size or sector. Striking the right stock levels and adjusting them to meet customer demand is vital to maintaining profitability and driving down cost, especially when the retail market is tight.

Here, we look at some of the ways that inventory management impacts the bottom line and offer solutions to the problem of having the right amount of stock in the right place at the right time.

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Empty shelves vs buffers

Deciding how much stock to keep on hand can be tricky at the best of times, but when consumer spending falls it can be the difference between profit and loss. Medium-sized retailers without large warehousing facilities, in particular, often face an impossible choice — buy in more stock and risk having excess inventory or be cautious and potentially disappoint customers and miss out on sales.

Either way, you lose. Overstocking can tie up your working capital and see you paying for excess floor space, while also resulting in markdowns that can hurt your margins and limit your ability to invest precious resources in new products and innovations that give you a competitive edge. It can also expose you to losses from theft, fraud, spoilage or administrative lapses.   

Meanwhile, understocking puts you at risk of not being able to complete sales and of losing revenue. Research shows that a third of in-store shoppers will go elsewhere if what they’re looking for is out of stock, while almost half would simply walk out and abandon the purchase altogether.  

However you choose to connect with your customers, whether it be in-store or online, getting stock levels right is essential to delivering the kind of service that boosts sales and keeps customers coming back, while also containing the costs of doing business.  

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The curse of poor stock visibility

You can only avoid over- or understocking when you know what stock you have coming in, what is being sold and what you have on hand. When retailers struggle with the fundamentals of inventory control, such as stock taking, demand forecasting, planning and receipting, they set themselves up for botched sales and increased costs.

Incorrect inventory information can be a particular pain point for shoppers browsing online.  A recent study found that 40% of retailers have to cancel at least one in ten customer orders, primarily due to inaccurate inventory data. What’s more, customers don’t just use webstores because they’re convenient — they use them to ensure that what they want to buy will be there when they walk into the store. If they come in only to find the items they want aren’t available, they will lose trust in you and think twice about coming back.

On the other hand, poor stock visibility can also lead retailers to remove items from the webstore so that they’re available for click-and-collect orders when, in reality, plenty of stock is on hand, once again resulting in disappointed customers and lost sales. 

And poor inventory visibility doesn’t just lose sales and increase costs. Store and call centre employees have to deal with all the problems that arise, including upset shoppers, misplaced products and inaccuracies across different systems. That means inventory inconsistencies not only churn customers — they also churn staff. 

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Getting on top of inventory

The first step towards making better inventory decisions is ensuring you have high-quality data at your fingertips. This begins with the human factor, so that your staff are trained and supported to enter accurate information on time when completing essential tasks like stock taking and receipting.

As well as implementing good processes that are correctly followed, you can use a retail management system that maintains stock in a central location, so it can be actively managed for optimal results and without unnecessary and potentially inaccurate replication of effort. It should also easily and accurately receipt stock, with unders and overs seamlessly identified.

With a robust system in place, you can arm your staff with a single, real-time view of all stock across the business so they can make sure they are ordering what’s needed and that it’s available to meet demand in your physical or online stores. And by having visibility of items that have been allocated to customer orders, they can be sure they aren’t selling goods that are already committed.  

Then, with unified inventory management across all locations and customer touch points, you can take an ‘endless aisle’ approach to fulfilment without the need for expensive warehousing or having to keep stock on hand just in case it’s needed at a particular store. Using this approach you can:

• Reduce inventory costs by moving stock to the right location when it’s needed and cutting your overall stock requirements

• Lower fulfilment costs by delivering direct to the customer using store-to-door, click-and-collect, kerbside pickup or optimised sourcing

• Reduce overselling or underselling with real-time inventory updates that remove the issues of selling unavailable stock or having more stock than listed online

• Offer more purchasing and fulfilment options to customers so they can locate items in-store, buy online, collect in-store, reserve online, receive the same day or at a time and location of their choice 

Of course, implementing these changes also comes with costs, so it’s important to involve your CFO right at the start. Getting their buy-in and endorsement means assessing how the investment in a retail system that meets your inventory visibility needs helps to deliver cost savings and real value over its entire lifespan. 

Create a budget by calculating how much the system will cost in terms of licences, implementation, training and maintenance. Then compare these costs to the benefits you expect to see from an accurate enterprise-wide view of inventory, including tangible and intangible returns, such as cost savings, increased revenue, improved decision-making, enhanced scalability or competitive advantage.  

A cost-benefit analysis should show with absolute clarity how a new system can deliver a positive ROI. 

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Want help to achieve better inventory visibility?

If you’re struggling with inventory management and are looking at how to build a foundation for a seamless customer experience, talk to us about how to start with a real-time view of inventory.  

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