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March 20, 2025 release notes

Highlights

Commerce

Horizontal & vertical filter layouts

When using Kodaris Commerce, customers have always had the ability to personalize their product search by applying filters. Filtering gives your customers the ability to customize their search, compare products, and find exactly what they are looking to purchase.

To give your customers another opportunity to customize their search experience, your website can now offer an on-screen widget that allows users to change the placement of their filters. They can toggle between a horizontal filter view, which places the filters horizontally on top of the page’s search results, and a vertical filter view that places the filters vertically on the left-hand side of the page.

Check out the video to see the different filter layouts in action:

https://youtu.be/jI-kxkJnm2I

Operations Portal

View item’s purchase history when adding items to a Quote and Cash Quote

When adding previously purchased products to a Quote or Cash Quote, you may want to know when the items were last ordered, how many were ordered, and the average pricing for those recurring items.

Now, when adding items to a Quote or Cash Quote under the Items tab in the Operations Portal, you will see the item’s purchase history if applicable. The date/month ordered, quantity ordered, and the average price will appear before adding the item to the order. Having this information available allows the person ordering to see a record of the item purchased, which can be helpful when tracking spending, identifying buying patterns, re-ordering frequently purchased items, and more.

See how this feature works by checking out the video below:

https://youtu.be/1MSixDXBbM8

Void a deposit on account

Occasionally, when a customer makes a deposit on their account, they may want to cancel the deposit after it’s been made. To streamline the process of voiding deposits, you can now void deposits on account directly in the Operations Portal. This allows you to handle the transaction cancellation in Kodaris.

The process to do this is similar to voiding “Web Account Payments” transactions from the Accounts Receivable screen. See how you can void deposits on account by watching this video:

https://youtu.be/3DjMiccveuY

Create Jira tickets directly from Kodaris Tickets

The Kodaris platform includes a built-in integration to Atlassian’s Jira. If your business leverages the Kodaris Jira integration, it may be beneficial for you to create new Jira tickets directly from existing Kodaris tickets.

If the Jira integration is active in Kodaris, you will now see a “Create Jira Ticket” option under the Actions button when viewing a Ticket in Kodaris. Selecting this option will automatically create a ticket in Jira based on the contents of the Kodaris Ticket. Having this capability eliminates the work required to manually create a Jira ticket and copy over the needed information from the Kodaris Ticket.

Watch the video below to learn more about the feature and how you can enable the Jira integration.

https://youtu.be/yPZIJ_1DpTc

Tickets

  1. KOD-19604: Create tickets in Jira from Kodaris
    • Tests
    • Case 1
      • Try new endpoint in swagger to create a ticket in JIRA:
      • [POST] /api/system/integration/jira/issue.
  2. KOD-22400: Kodaris - Add ability to generate engineering ticket from a customer ticket
  3. KOD-23823: Kodaris Commerce Demo site - Filter alignment option
    • Regression Tests
    • Case 1
      • Open the website.
      • Select any category.
      • In DevTools, choose the mobile version.
      • Verify that the filter is displayed and works correctly.
    • Tests
    • Case 1
      • Open the website.
      • Navigate to any category.
      • Click on “Switch to horizontal layout”.
      • Verify that filtering functions correctly.
      • Verify that scrolling works as expected.
      • Click on “Switch to vertical layout”.
      • Verify that filtering functions correctly.
      • Test the behavior across different screen sizes.
    • Case 2
      • Open the website.
      • Navigate to any category.
      • Click on “Switch to horizontal layout”.
      • Verify that 4 products are displayed per row.
      • Check different screen sizes.
      • Click on “Switch to vertical layout”.
      • Verify that 3 products are displayed per row.
      • Check different screen sizes.
  4. KOD-23952: Assigning the same image to multiple products
  5. KOD-23982: Reindex Companies when Customers are Deleted
    • Regression Tests
    • Case 1
      • At first select some company or create a new one.
      • Go to tab: company → customers and add some new customer.
      • Add role: accountsPayable to current new customer.
      • Run reindex job, for updating.
      • Check our selected company whether updated column: web users to "yes".
      • Then remove the created customer from current company.
      • Run again reindex job and check company search page whether selected company has column: "web users" with value: "No".
  6. KOD-24005: Display Price to Public Users for Specific Products
  7. KOD-24021: Display Price Per Thousand on Products
  8. KOD-24058: Display Correct Min/Interval Based on Unit - UX
    • Regression Tests
    • Case 1
      • For this regression test, we should log into the commerce site, go to a Products List page and add multiple products to the cart using different unit types.
      • We can also add products to the cart from the Product Details screen.
      • Now, we can go through the order placement process.
      • Make sure everything goes smoothly and that the order is placed with the correct product information.
    • Tests
    • Case 1
      • For this test, we will open the commerce site, we will go to a Product Details screen and focus on the unit type and unit amount select inputs.
      • When you select the unit type that matches the unitSell attribute of the product, you should see the Minimum Order Quantity and Interval Order Quantity unit restrictions being applied on the quantity input.
      • If you try to type in an invalid value, you should get an alert as usual.
      • For the rest of the unit types, the minimum order quantity and the interval order quantity should be defaulted to 1. Try to type in different values. You shouldn’t get the minimum or interval alerts.
      • You also need to validate this on the Products List screen and on the Cart screen.
  9. KOD-24106: Utilities page
  10. KOD-24117: Credit Card Integration: Credit not Supported
  11. KOD-24124: Be Able to Void a Deposit on Account
    • Regression Tests
    • Case 1
      • Operations Portal → Account receivable details.
      • Expected Result:
      • The void payment option is only available for Web Account Payment and Deposit on Account.
      • Not available for other payments.
    • Tests
    • Case 1
      • Operations Portal → Account receivable details.
      • Deposit on Account payment.
      • Expected Result:
      • It’s possible to successfully void a payment.
  12. KOD-24168: Pull order images from IDM
  13. KOD-24186: Implementation - New page template
    • Regression Tests
    • Case 1
      • Check that for these pages (except for the landing page) the header and footer are displayed when opened, the content looks correct.
    • Tests
    • Case 1
      • Check that the landing page is edited correctly, saved in the CMS.
      • Check that the landing page opens on the site without errors.
      • Check that the landing page contains only content, but does not contain a header or footer.
  14. KOD-24216: Fee Issue - New Fees Not on Order
  15. KOD-24228: Find a Dealer page updates
    • Tests
    • Case 1
      • Don’t enter anything into the options and click browse → notice you will see all the dealers as a result.
    • Case 2
      • Enter a city and click browse → notice the results will filter if there is data for that city, if there is no results, you will see the full list of dealers.
    • Case 3
      • Now enter both a city (that has no dealer companies) and a radius and click browse → notice the results show all dealers.
    • Case 4
      • Now enter a postal code (that has no dealer companies) and no radius → notice the results show all dealers.
    • Case 5
      • Now enter a city (with dealer companies) and a radius and click browse → notice the map and list update to the filtered companies.
      • NOTE: if the company does not have lat/long defined and you add a radius, it will show all the results because it is looking for that data. If you don’t input a radius, that company should show up.
    • Case 6
      • Now enter a city (with dealer companies) and a radius and select a brand that isn’t included in those filtered companies from the case above and click browse → notice the results show all dealers.
    • Case 7
      • Now enter a city (with dealer companies) and a radius and select a brand that is included in those filtered companies from the case above and click browse → notice the companies are filtered down to the correct.
    • Case 8
      • Notice the new country dropdown → this should be all the countries that are in the system and you should be able to click on one to help narrow down your search → it defaults to the first one in the list.
    • Case 9
      • Now enter a city that is in both the US and Canada and a radius and click browse → notice it defaults to only one of the companies.
      • Now click the country dropdown and select ‘Canada’ and click browse again → notice the list has the Canadian company.
      • Now take out the radius and notice it shows you both results.
    • Case 10
      • Now enter a city as well as a zip code and a radius and click browse → notice it narrows down more so based on your zip code.
    • Case 11
      • Now enter a bad zip code (ex: 12345) and a radius and click browse → notice all dealer results will show.
    • Case 12
      • Now search for only a brand → notice it filters down the dealers by that brand.
    • Case 13
      • Notice the different brand links up top above the map (if you have more than 4 brands, it will only show you the first 4) → clicking on each of them should take you to whatever page is in the brands setting (right now on content it just links to a pretty blank brand page).
  16. KOD-24329: Add Surcharge to AR Grid
  17. KOD-24353: Run Initial Load for Location
  18. KOD-24392: Vendor Invoice Parser
  19. KOD-24404: Move "Google Analytics" to "Analytics" section in Operations Portal
    • Tests
    • Case 1
      • Operations Portal → Side menu → Analytics.
      • Expected Result:
      • Menu works fine.
      • Google Analytics item is there.
      • Google Analytics item is no more under the Marketing section.
  20. KOD-24418: Parent/Child payment notifications
  21. KOD-24421: UX - AP Automation Discrepancies
  22. KOD-24428: Daily Digest Email for Ticket Updates
  23. KOD-24471: Add Manufacturers Page
    • Tests
    • Case 1
      • Manufacturers page is available under /spcu/manufacturers URL.
      • It’s possible to navigate to the category page by clicking on the brand.
      • Collapse/Expand all works fine.
      • Back to top works fine.
      • Clicking on a letter scrolls to the respective section.
      • If there is no brands filter - the No-filter message will be shown.
  24. KOD-24473: Tile Option for Homepage
    • Regression Tests
    • Case 1
      • Customizer
      • Home content tiles
      • Expected result:
      • It’s possible to add/edit/delete tiles.
    • Case 2
      • Welcome page.
      • Expected result:
      • It’s possible to access the category page through the header menu.
    • Case 3
      • Top Categories work fine.
    • Tests
    • Case 1
      • Customizer.
      • Secondary Home content tiles section.
      • Expected result:
      • New section is available.
      • It’s possible to add/edit/delete tiles.
    • Case 2
      • Customizer.
      • Home content tiles and Secondary Home content tiles.
      • Expected result:
      • Any ratio image is fully visible on the preview.
    • Case 3
      • Welcome page.
      • Expected result:
      • Any ratio image is fully visible on the tile.
  25. KOD-24479: Shop by store mobile save button
    • Regression Tests
    • Case 1
      • Make sure that the Shop By Store menu height is displayed correctly on different screens on your desktop device.
    • Tests
    • Case 1
      • Go to the page or any other you are testing from via your mobile phone and open shop by store menu. At the bottom of the screen, you will see the browser toolbar. It should not cover the "Cancel" and "Save" buttons, and they should be visible.
  26. KOD-24483: Move the Resources Section
    • Regression Tests
    • Case 1
      • Check if resources are still available to display in product detail page.
    • Tests
    • Case 1
      • Check if Resources are displayed correctly right above the contact section.
  27. KOD-24510: Implementation - ERP sync
  28. KOD-24512: Implementation - Branding
  29. KOD-24518: Need Additional Images to Show on PIM Master Site
    • Regression Tests
    • Case 1
      • Check that the primary image is displayed correctly on the product details page.
      • Check that the product images also look correct on the category page.
      • Check that there are no errors in the console.
    • Tests
    • Case 1
      • Check that additionalImages are correctly displayed on the product detail page.
      • Check that when deleting additionalImage, the image is correctly removed from the product detail page.
  30. KOD-24520: Configure Countries & States
  31. KOD-24558: Check Enabled for Ticket System
  32. KOD-24565: Include vendor number on price record
    • Tests
    • Case 1
      • Check the new field: vendorCode, try to populate it, check whether it filterable and sortable.
      • Use PATCH: api/system/productPrice for updating new field: vendorCode.
      • Use POST: /api/system/productPrice/list and try to filter and sort by field: vendorCode.
  33. KOD-24572: Implementation - Events page
  34. KOD-24575: Remove Query Feature Type
  35. KOD-24578: Update the customer logo in all instances on the customer website
    • Regression Tests
    • Case 1
      • Check that header and footer looks good.
    • Tests
    • Case 1
      • Check that logo in header and footer changed to one in google drive.
  36. KOD-24580: User Onboarding email template
  37. KOD-24582: Add Ability to Add Products to Existing Catalogs in Cart
    • Regression Tests
    • Case 1
      • Check that the functionality of adding a product to the catalog works correctly on the category page.
      • Check that there are no errors in the console.
      • Check that the cart page looks correct.
      • Check that the “Add to company catalog/Add to personal catalog“ functionality works correctly.
    • Tests
    • Case 1
      • Check that the “Add to catalog” button is displayed on the cart page (the button layout looks correct in different environments).
      • Check that the functionality of adding products from the cart to an existing catalog works correctly.
  38. KOD-24583: Promotions Tags
  39. KOD-24590: Parser new fix needed
  40. KOD-24592: CSS enhancement - Specific image hover
  41. KOD-24591: UX Feature - Going to an invoice from the vendor details screen does not load discounts
    • Regression Tests
    • Case 1
      • Check that the discounts functionality works correctly on the vendor details screen - you can add charges/edit the discount amount, delete the coupon.
    • Tests
    • Case 1
      • Check that previously added coupons are displayed correctly on the vendor details screen.
      • Check that when changing the coupon amount/removing a coupon from a specific vendor, the data is updated after reloading the page.
  42. KOD-24594: Implementation - Spin up system
  43. KOD-24600: News - Reverse Current Sort
  44. KOD-24604: Hide warehouses with null quantity
    • Regression Tests
    • Case 1
      • Navigate to Customer portal. Check if product detail page is displayed as expected.
    • Case 2
      • Navigate to Customer portal. Check if page with list of products is displayed as expected.
    • Tests
      • Precondition:
      • Navigate to the operations portal and go to Settings page. Here find hideInventoryPublicNumbers Setting and set it’s value to 1.
    • Case 1
      • Navigate to the customer portal. Open any product detail page. Check if warehouses' availability is zeroes.
    • Case 2
      • Change hideInventoryPublicNumbers setting value to 0, so availability won't be hidden.
      • Navigate to the customer portal. Open any product detail page. Check if warehouses' availability is shown.
  45. KOD-24605: Customer App - Compatibility test with customer system
  46. KOD-24606: Primary Image is not reflected on front
  47. KOD-24608: Separate Canadian taxes in two lines
    • Regression Tests
    • Case 1
      • Check that you can still create orders and third step of checkout still looks good.
    • Tests
    • Case 1
      • Fill order Street Address with any address but not in state Quebec. On third tab of checkout you should see "Estimated Tax".
    • Case 2
      • Fill order Street Address with any address but in state Quebec. On third tab of checkout you should see "Final tax". Also you can check "taxesByJurisdiction" setting in operations portal if exist.
  48. KOD-24610: Unit price doesn't change only total does in cart
    • Regression Tests
    • Case 1
      • Make sure the prices still load on the cart.
    • Case 2
      • When changing the quantity on an item that does not have a price break, make sure the price does not change when increasing the quantity.
    • Tests
    • Case 1
      • Add items to the cart that have price breaks → navigate to the cart → keep increasing the quantity until you get to the price break → notice that the price per item updates accordingly.
    • Case 2
      • Now decrease the quantity back down to 1 → notice the price changes again to the higher price.
  49. KOD-24612: Account with no pricing structure is returning BASE price instead of LIST price
  50. KOD-24613: Button radius not working
    • Tests
    • Case 1
      • Verify that users can update styles (e.g., colors, padding, font size).
      • Ensure the border radius can be modified.
      • Check if all changes are reflected live in the CMS editor.
  51. KOD-24617: Wrap zero dollar payment feature in a setting
    • Regression Tests
    • Case 1
      • Pay open invoices in the customer portal.
      • Total payment amount is positive.
      • Payment should went though successfully.
    • Case 2
      • Pay open invoices in customer portal.
      • Total payment amount is zero.
      • Should return an error message (zero amount payment is not allowed by default).
    • Tests
    • Case 1
      • Pay open invoices in customer portal.
      • Enable new setting enableZeroAmountPayments.
      • Total payment amount is zero.
      • Payment should went through. A new Payment record with $0 amount should be created (see Accounts Receivable screen in operations portal).
  52. KOD-24619: Custom submit button
  53. KOD-24627: QA - Commerce as a public user
  54. KOD-24626: QA - Commerce as a public user
  55. KOD-24625: QA - Website Branding & Auth Flows
  56. KOD-24624: QA - Website Branding & Auth Flows
  57. KOD-24623: QA - Website Branding & Auth Flows
  58. KOD-24631: QA - Commerce as a logged in user
  59. KOD-24630: QA - Commerce as a logged in user
  60. KOD-24629: QA - Commerce as a logged in user
  61. KOD-24628: QA - Commerce as a public user
  62. KOD-24642: QA - Customer App on iOS
  63. KOD-24641: QA - Customer App on iOS
  64. KOD-24640: QA - Customer App on android
  65. KOD-24639: QA - Customer App on android
  66. KOD-24638: QA - Customer App on android
  67. KOD-24637: QA - DDA app on android
  68. KOD-24636: QA - DDA app on android
  69. KOD-24635: QA - DDA app on android
  70. KOD-24634: QA - Customer portal
  71. KOD-24633: QA - Customer portal
  72. KOD-24632: QA - Customer portal
  73. KOD-24646: QA - Payments
  74. KOD-24645: QA - Payments
  75. KOD-24644: QA - Payments
  76. KOD-24643: QA - Customer App on iOS
  77. KOD-24649: Adjust contrast color on radio button on product panels
    • Regression Tests
    • Case 1
      • Find product with enabled fulfillment.
      • Check it’s palette.
      • Make sure it's styling looks fine. Make sure by default on product fulfillment radio button checked is using --k-primary color.
      • Take a look at unchecked fulfillment option. Make sure it has no excessive styles:
      • Check fulfillment on product details, category grid/list and cart pages.
      • In all those places fulfillment for product should look the same.
  78. KOD-24652: Add webDeveloper employee role
  79. KOD-24666: Create tickets in Jira from Kodaris - UX
    • Regression Tests
    • Case 1
      • Go to the Ticket details screen. Make sure this screen is loaded with no issues.
      • Check Actions button.
      • Try each button option is this dropdown. It should work with no issues and as expected.
    • Tests
    • Case 1
      • On the Ticket details screen click Actions button.
      • Make sure it has button option “Create Jira ticket”.
      • Click that button.
      • Make sure you can see success snacker message:
      • JIRA ticket was created from Kodaris ticket.
      • Instead of should be your newly created ticket key.
      • Open that ticket in Jira using that ticket key. Make sure Jira ticket was successfully created from the original Kodaris ticket.
  80. KOD-24668: Shop By Category page update
  81. KOD-24669: Implementation - Countries and States
  82. KOD-24671: Login message for customers without an account
    • Regression Tests
    • Case 1
      • Please test that you can see pricing fine as logged in user.
    • Case 2
      • Please test that list/grid/catalog/product detail pages look good for both guest and logged in users.
    • Tests
    • Case 1
      • Please test that guest users would see "Log in for Pricing and Inventory" instead of "Log in / Call for Pricing".
  83. KOD-24674: Add Shop by Brand Page
  84. KOD-24682: Vendor Invoice Parser
  85. KOD-24691: Statement templates
    • Tests
    • Case 1
      • Find a company with open invoices.
      • Go to the details and click the Generate Statement option.
      • Check that the statement pdf matches the example in the ticket description.
  86. KOD-24693: Add to cart - Request a quote
  87. KOD-24696: Add Product Purchase History to Quote and Cash Quote entry
    • Regression Tests
    • Case 1
      • Perform all tests from all Test Cases on Quote Items and Cash Quote Items pages.
      • Make sure you’re able to add item to Quote and Cash Quote using regular Add Item Functionality.
      • Make sure you’re able to add Item in a quantity that you’ve typed.
    • Case 2
      • On the Quote Items and Cash Quote Items pages make sure when you’re typing in the Search bar something, you get product options.
      • Make sure those product options are displayed like that.
      • Thumbnail, product code, product name, button to preview product on the website.
      • Select any product (without purchase history).
      • Make sure you’re able to see Inventory Panel (if this product has some values returned from this request response.
      • api/system/product/inventory
      • Make sure the structure of the Inventory Panel is:
      • Inventory, Level, B. O., Committed, On Order, Reserved.
    • Tests
    • Case 1
      • On Quote Items and Cash Quote Items pages try searching for the product with the purchase history. Select this product.
      • Make sure after selecting you can see Purchase History table panel:
      • Make sure it’s structure is as on the screenshot: Date/Month, Total Quantity, Average Price.
      • It can be combined with Inventory Table (when a product has skus available).
      • Make sure that for Purchase History Table data is taken from the request.
      • api/system/order/getOrderItemHistory?productCode={productCode}&companyID={companyID}
  88. KOD-24697: Setup Test Site for Returns
  89. KOD-24701: Fix Error when No payment Methods are Setup on Customer Portal
    • Tests
    • Case 1
      • For this test, we will log into the customer portal, and go to the Open Invoices screen.
      • We will select an open invoice and click on Actions - Pay selected invoices.
      • Previously, when no methods were set up, you’d get “Payment method with code not found.”.
      • Now, when no methods are set up, you should still be able to see the modal opening and everything working okay.
  90. KOD-24708: Order Automation - Select unique shipto based on user5 flag
  91. KOD-24713: Display 0 Inventory if Negative
    • Regression Tests
    • Case 1
      • As a guest user check search/category pages grid/list views.
      • Make sure those pages displayed with no issues.
      • Make sure pricing is not displayed and instead of it: Log in / Call for Pricing is displayed along with the Add to Cart button.
      • If product has extra2 field set to requestQuote - View Options Button should be displayed instead of Add to Cart.
      • Open any product detail page from the category page.
      • Make sure product details pages are loaded with no issues and look good.
    • Case 2
      • As a logged in user select warehouse at the top of the header.
      • Check search/category pages grid/list views and product details pages.
      • Make sure:
      • Pricing is displayed for the product.
      • Add to Cart button click adds this product to a cart in the specified quantity.
      • If the product is In Stock - inventory for the product is displayed.
      • All the positive numbers for the SKU availability are displayed with no issues.
    • Tests
    • Case 1
      • Search for a product.
      • Check grid, list view and product detail pages.
      • Make sure instead of -14 in inventory Region 0 is displayed.
      • Search for other products that might have negative numbers in inventory. Make sure all negative numbers are replaced with 0.
  92. KOD-24726: Implementation - Addons
  93. KOD-24732: Canada Tax Rates Incorrect
  94. KOD-24752: Add setting to the response of user configuration endpoint
    • Tests
    • Case 1
      • To test, you need to access services screen and POST to /api/user/customer/configuration, and verify the new field
  95. KOD-24762: Enable config by default