The Operations Portal now includes a "More" dropdown menu that streamlines navigation across detail pages with multiple tabs. This update replaces the previous system where users needed to click arrow symbols to scroll through tabs that couldn't fit on screen.
The dropdown menu provides immediate access to all available tabs from one convenient location. Users can simply click "More" and select any tab (such as Orders, Quotes, or other sections) to navigate directly to that content without scrolling through tabs horizontally.
This navigation enhancement is now available across the entire Operations Portal, including company details, order details, and employee details pages. For a visual demonstration of how the feature works, please refer to our walkthrough video.
https://youtu.be/OE3SkHLBmlI
Create Child Tickets
You can now create child tickets directly from both ticket details and ticket template details screens in the Operations Portal. This streamlined process allows you to establish parent-child relationships between tickets without leaving the current screen. Simply access the actions dropdown from any ticket or ticket template, select "Create child ticket," enter the required information, and click "Add" to instantly generate a linked child ticket.
The new dedicated "Child tickets" tab appears automatically on parent tickets, providing easy access to all linked child tickets. This enhancement helps organize related work items more efficiently while maintaining clear hierarchical relationships between tickets and ticket templates.
This feature is available now in the Operations Portal. For a visual walkthrough of the process, please refer to our demonstration video.
https://youtu.be/nb7ZHfAFoWg
Commerce
Add Products from Cart to Existing Catalogs
This latest update introduces a streamlined way to add multiple products directly from your cart to any existing catalog. This new function saves time by allowing batch additions to catalogs without needing to add products individually.
To use this feature, simply add your desired products to the cart, click the Actions button in the cart view, and select "Add to existing catalog" from the dropdown menu. You'll then be prompted to choose your target catalog from a selection window. After confirming your selection, all cart items will be immediately added to your chosen catalog, making catalog management more efficient for both customer and company catalogs.
This feature is available now in the latest platform update. For a complete walkthrough of the functionality, please refer to our demonstration video.
https://youtu.be/or3Z89Qus1Y
Tickets
KOD-17841: Products setup as KITS in CSD not displaying inventory on frontend
KOD-23653: Add a new tab More to the Companies detail screen
Regression Tests
Case 1
This change affects many pages with tabs. Please check at least a few, make sure that all links are available and displayed correctly, and there are no errors related to this functionality.
Tests
Case 1
Go to the any page with tabs (mat-tab-nav-bar component). For example vendor-invoice page.
Make sure that the More button appears with the option to open a list of tabs that do not fit on the screen
Make sure that all the missing tabs are in the list.
KOD-23956: Replace underscores with dashes in image file name for SEO purposes
KOD-24188: Sending the correct shipping method to the drop shipper
KOD-24383: Add UX for high speed pricing export to customer side
Regression Tests
Case 1
For this test, we will log into the commerce site and go to the Catalogs screen.
We will create a catalog, edit it, add and delete products from it and delete the catalog.
Make sure the screens load properly and that everything works.
Tests
Case 1
For this test, we will log into the commerce site. Logged in as a customer with “companyAdmin” role.
We will go to the Catalogs screen and select a catalog that your customer can modify.
If your customer can modify that catalog and it has the “companyAdmin” role, you should see an Actions dropdown on the top.
Otherwise, the dropdown should not appear.
The dropdown options should be: Delete and Edit.
Also, if the company setting {allowCustomerPriceBookDownload is enabled and if you have products added to your catalog, you should see a new option called “Download Price List” in the dropdown.
Otherwise it should not appear.
Case 2
Still on the Catalog screen, we will test the Download button inside the Actions dropdown.
When you click that button, a modal should appear.
You should be able to select the format of the export as CSV or NDJSON.
Changing the selection should also change the file extension in the File Name input.
Test both format options by downloading the Price List and opening the files to make sure the files were downloaded correctly and in the right format.
KOD-24521: Add fields to the all user screens
Regression Tests
Case 1
Operations portal → Users screen.
Expected result: Language Code column shows respective data.
Tests
Case 1
Users → User Details.
Expected result:
Details screen: can update fields.
Settings screen: can create/update/delete settings.
Case 2
Vendor Users → Vendor User Details.
Expected result:
Settings screen was added.
Can create/update/delete settings.
Case 3
Logistic Users → Logistic User Details.
Expected result:
Settings screen was added.
Can create/update/delete settings.
KOD-24598: Scope - Customers need to be able to do partial code searches for groups of products.
KOD-24725: Update sync to include Description 1, 2 and 3 to show in PIM
KOD-24735: User Pricing & Rounding
KOD-24777: Add Ability to Add Products to Existing Catalogs in Cart to demo base repo
Tests
Case 1
Add some items to cart.
Inside cart → actions → add to existing catalog.
Select catalog.
Check if products appears in catalog that you selected.
KOD-24825: Docs - Update menu so items without children are inline
KOD-24877: Provide instant feedback when releasing a Vendor Invoice to the ERP
Regression Tests
Case 1
Make sure when you load the vendor invoice screen, everything still looks the same and the release to ERP icons are the correct color.
Case 2
Click into a vendor invoice and make sure it still looks the same and the release to ERP is the correct color.
Case 3
On the vendor invoice search screen, if you click the release to ERP button, nothing should have changed (acts similar to the orders search screen) and once the search api call gets reindexed, it’ll show the correct color.
Tests
Case 1
Click into a vendor invoice and click the release to ERP button → upon success, the icon should turn green, upon failure, the icon should turn red.
KOD-24902: Pricing Discrepancy Between Web and CSD
KOD-24909: Acceptance Notifications Missing Job & Customer Name
KOD-24954: Format shipping rate table
KOD-24991: Ticketing System - Email Template Configuration
KOD-24994: Ticketing System - Interceptor Documentation
KOD-24995: Ticketing System - Child Tickets
Regression Tests
Case 1
Confirm that the Ticket Detail page loads without any errors.
Tests
Case 1
Confirm that on the ticket page, when clicking on Actions, we can create a child ticket, and we are redirected to its page.
Its ParentID should match the ticket from which it was created.
In the parent ticket, under the Child Tickets tab, the newly created child ticket should appear.
Case 2
Confirm that we can also create a child ticket from Ticket Templates.
KOD-25043: Digital Connection
KOD-25042: Digital Connection
KOD-25130: Display Discount to Customers
Regression Tests
Case 1
Check that the product list and product detail pages still work as expected without issues or errors.
Case 2
Add an item with and without a discount to cart.
Everything should work correctly and the order items tab should load fine without issues.
Tests
Case 1
Check that the product list and product detail page now show the Discount % if the products' list price is greater than the calculated price.
Case 2
Add an item to cart with a discount, check that the discount is displayed on the order item in the order items tab.
KOD-25137: Pricing (Savings)
KOD-25139: Allow customers to select Need Lift Gate for LTL shipments and then send in Fedex API request and to CSD
KOD-25187: Additional Charges and Totals presentation updates
Regression Tests
Case 1
Make sure that order PDF, email and checkout thank you page work without any errors and all of the data is displayed without breaking the page.
Tests
Case 1
The “Handling“ label on checkout step 3, thank you page and all of the order templates should be renamed to “Total Charge“.
Case 2
If the order has a non 0 amount “Freight Out“ ad on applied to it - we should hide the “shipping” label and value from thank you page, order ejs (customer portal view), order email and pdf. The freight out adon in add’l charges section will represent it instead. If this adon total is 0 or it’s completely absent in the order - we should display shipping.
KOD-25193: Vendor Parser
KOD-25218: CMS Instructions on internal comment notifications
KOD-25223: Update Substitute Product Display on Website Created From Ticket 20387
KOD-25225: Update order acknowledgement email template
KOD-25243: Credit Request Issue
KOD-25250: Do not include line item discounts in vendor invoice discrepancies
KOD-25264: Add feedback button to product pages for logged in customers
Tests
Case 1
Open the website and log in.
Select any product.
Click the “Send Feedback” button.
Fill in the feedback form.
Click “Submit”.
Go to the Customer Account and navigate to the Tickets screen.
Verify that a new ticket has been created with the correct information provided by the user.
Verify mobile view.
KOD-25268: Endpoint to capture terminal transaction manually
KOD-25273: Allow updating an order status
KOD-25282: Declined transactions
KOD-25288: Code needs correction on blog
KOD-25294: Verbiage added to checkout page Created From Ticket 21439
KOD-25298: Incorrect PDSC record - but inactivating the wrong one doesn't let the right one be used
KOD-25307: Incorrect PDSC records Created From Ticket 18010
KOD-25306: Setup Home Page as CMS Page- Created From Ticket 21301
KOD-25314: Display Packaging Unit - UX
KOD-25316: Setup Base VMI Website Templates
KOD-25318: Issue with Multiple Shiptos Selected
Tests
Case 1
In the operations portal on Company Addresses create several new Company Address records with the same Location Name values.
Go to the store front: Log in as a customer. Check desktop and mobile views.
In the shipto panel select one shipto which has duplicate location name in the Company Addresses grid. Save.
After page reload open your shipto panel and make sure only 1 shipto is selected with the radio button. Other shipto’s with the same locationName should not be selected with radio buttons.
Perform the same tests with other records. Make sure in any case in the shipto panel only 1 record can be selected with the radio button at a time.
KOD-25319: System Randomly Choosing Cart Warehouse
KOD-25323: Create Events Page & Blog Posts
Regression Tests
Case 1
Check that CMS pages are displayed correctly.
Check that you can create/change content on the CMS page.
Check that there are no errors in the console.
Tests
Case 1
Check that the Events page is displayed correctly and looks similar to the page.
Check that a new post can be added to the page.
Check that the information entered on the post page (date, post title) is correctly displayed on the events page
Check that the post page template looks correct (by default, the template has a banner and post text, as well as the time entered in the description fields).
Check that you can add/delete/edit content on the post page and it will be successfully displayed on the page.
Check that the post page and the event page correctly adapt to different screens (including mobile).
KOD-25328: Change the typeface for the Gutenberg editor
KOD-25331: Kodaris - Configure to Send Payment Links
Tests
Case 1
Go through the COD payment flow.
Make sure that everything works correctly without issues.
KOD-25345: CMS Homepage not updating translation when changing from English to French
Tests
Case 1
On the home page, we will change the language from English to French.
Now, the CMS section of the page should be change correctly to the French version.
We can also try to change it back to English to make sure both versions are displayed correctly.
KOD-25352: Sync needed ICSW data for displaying packaging unit
KOD-25355: Remove gray dotted box around product images
Tests
Case 1
Open the website.
Check product list, grid, detailed product page and cart.
KOD-25370: Update COD link to allow ACH payment
KOD-25371: Update so that COD link payments auto-tender to CSD
KOD-25372: Empty cart button link
Tests
Case 1
Open the website.
Navigate to the empty cart.
Click on “Continue Shopping“ and check redirect to content/products.
KOD-25383: Add Fee Fields to AR Search Grid
KOD-25385: Attribute translations
KOD-25390: Set Company Code instead of Company Name in Company Code field on Location screen
Tests
Case 1
Verify that Company Code (not Company Name) is used when selecting a company in the Locations screen, cell suggestions.
Make sure that logic for getting associated warehouse with our customer works properly.
KOD-25392: Updates - Step 2 Checkout
Regression Tests
Case 1
As a logged in user and guest user:
Make sure checkout 1, 2, 3 pages are loaded with no issues.
Make sure you can interact with the pages and update your order, items at cart.
Case 2
As a logged in user. On checkout step 2.
Make sure when you select any item from the Select Business Billing Account or Select Shipping Address dropdowns, values in Business Billing Name and Shipping Address Name displayed correctly without numbers at the beginning of the value.
Tests
Case 1
As a logged in user.
On Checkout 2 Step.
For the Billing Address Input and Shipping Address Input.
By default in the Select Business Billing Account input should be displayed company code.
When you click and expand the dropdown all options in the dropdown should have the same format as described above, number should be taken from the selected company code and instead of selectedBillingAddressName for the text, values should be taken from the api/user/cart/searchBillingAddress endpoint response from the locationName field.
Select any item from the dropdown. Make sure after selection you can see new input value, which is following the same format at from the point 1 of this case.
Case 2
As a logged in user.
On Checkout 2 Step.
For the Select Shipping Address Input.
By default in the Select Shipping Address input should be displayed Selected Delivery Address Code and selectedDeliveryAddressName field.
When you click and expand the dropdown all options in the dropdown should have the same format as described above. For options values should be taken from the api/user/cart/searchDeliveryAddress endpoint response from the code and locationName field.
Select any item from the dropdown. Make sure after selection you can see new input value, which is following the same format at from the point 1 of this case.
KOD-25395: Use Alternate lookup for Order sync
KOD-25399: Company Search in Opportunities: Bug
Tests
Case 1
In the operations portal open opportunities.
Try to add new lead.
Check if company search is working correctly and returning results if you start typing some words.
Right now, it doesn’t seem to return anything if you type the second part of a word after a space, unless you type the full word.
KOD-25400: Copy Total from the original order to the child order
When setting postOrderDiscountsApplied is disabled, calculateTotals should be working fine.
This is, if there are no discounts, it should do the calculation as always and no errors should appear.
If there are discounts on the order, those should be applied (There are too many logic around the discounts to see if they apply or not though).
Basically, if we have some logic on the interceptor and we have the setting disabled, the new interceptor should not be called at all (We could confirm that by checking the operation logs).
KOD-25408: Add loading spinner to the Pay Order button
Regression Tests
Case 1
COD payment page works fine.
It’s possible to pay by card
It’s possible to pay with ach account.
Tests
Case 1
COD payment page.
There is more space under company details.
There is a spinner on the Pay Order button.
KOD-25417: Don't apply product tariffs in some cases
KOD-25419: Add delete orphans functionality for Customers
KOD-25420: Display Short Description Under Product Name Created From Ticket 21941
Regression Tests
Case 1
Check that product details page still looks good.
Tests
Case 1
Check that product details page looks like on screenshot.
KOD-25421: Hide Tabs on Product Details if it contains no Data Created From Ticket 21947
Regression Tests
Case 1
Check that product details page still looks good.
Tests
Case 1
If product don’t have description, media files and specs, you won’t see any tabs on bottom of products details page.
KOD-25422: Issue When Entering Items on Quote
Regression Tests
Case 1
Check that adding products to the Quote pages -> Items, Order -> Items, Cache Quote -> Items, occurs correctly.
Case 2
Check that there are no additional errors on these pages/in the console.
Tests
Case 1
Open Quote → Items page.
Fill Quantity field with any number more than 1.
Select the product that will have the Inventory table.
After the table appears, check that the value in the quantity field has not changed.
Case 2
I also changed this logic for the Order -> Items` and Cache Quote -> Items pages in the same way. Please check that it is working as expected on these pages.
KOD-25429: POD signature on order/invoice documents not showing
Tests
Case 1
Please test that we have signature displayed on order html and order pdf templates.
Case 2
Please test that signature looks good on mobile view.
Case 3
Please check if ACH Information is not divided to separate pages.
KOD-25434: Create Generic Lead Details Screen
KOD-25435: Text Update Created From Ticket 21945
Regression Tests
Case 1
Check that header still looks good for desktop and mobile view.
Tests
Case 1
Check that you can see new logo in header.
Case 2
Check that you can see new logo in footer.
Case 3
Check that for mobile view you also see updated logo.
KOD-25436: Update Created From Ticket 21944
KOD-25438: VMI - Add field to UX
Regression Tests
Case 1
Check if inventory level is being displayed correctly on product detail page, list view and grid view.
Tests
Case 1
Check on Company Catalog if order quantity is displayed only for list and grid view.
KOD-25439 User Pricing & Rounding
KOD-25441: Favorite On Test Site - Can't Add To List Created From Ticket 20798
Regression Tests
Case 1
Make sure category grid, list, catalog views and product detail pages work with no issues. You should be able to check all details, add product to a cart in desired quantity.
Case 2
As a guest user make sure you are not able to add product to a list.
Make sure you’re redirected to the login page.
Tests
Case 1
On category grid, list views and product detail pages:
Make sure on Add to List button click dropdown with lists options is expanded and you are able to add product to a list (if you have companyAdmin customer role.
KOD-25442: OAN Products Created From Ticket 14997
KOD-25443: Out of stock items filter
Regression Tests
Case 1
Confirm that the search and category pages are working correctly.
Tests
Case 1
Confirm that a new "In Stock" filter has appeared on both the search and category pages, where we can select "Yes" to show only products that are in stock.
Case 2
Confirm that this filter works correctly in combination with other filters.
Case 3
Confirm that products are displayed correctly in all layouts.
KOD-25444: Update Base Statement Template
KOD-25446: Add new Infor setting to the Pricing screen
KOD-25447: Push Latest Gutenberg to Sites for File Input Option
KOD-25451: Master order/budgets - Edit budget amount in budget header
Regression Tests
Case 1
For this test, we need make sure that the Locations - Budgets screen loads without any issues.
Also, make sure that you can still see the Total Spend item on the header and on the Budget tab.
That value should match the currentSpendAmount of that budget.
If the currentSpendAmount is bigger than the budgerAmount, the badge and the amount should be red, if it’s at 80% capacity or more, it should be orange, otherwise it should be green.
Tests
Case 1
For this test, we will go to the Locations - Budgets screen.
You should see a new inline edit item on the header called “Budget Amount”.
First, make sure that value matches what we have in the operations portal for that Address Budget.
Now, we will try editing the value both in the customer portal and operations portal.
Make sure the values are updated successfully and that the Total Spend and Budget badge change colors accordingly.
Case 2
For this test, add to the grid the Quoted Budget Amount on both the customer portal and operations portal.
It was renamed and the previous name (Expected Budget Amount) should not be displayed.
KOD-25458: Master order/budgets - Fix breadcrumbs in operations portal
Tests
Case 1
The breadcrumbs in the operations portal are correct and show that you are actually in a budget.
KOD-25461: Master order/budgets - Hide columns with errors in budget items
Tests
Case 1
Hide Budget Type and Budget Restriction Type fields by default in this route:
KOD-25489: Ability to see required and non required attributes
KOD-25493: Remove Brand from product schema tags
Regression Tests
Case 1
On the product details page of product with filter category brand/brand name/manufacturer name and without any of those:
Make sure product detail pages are loaded with no issues.
Tests
Case 1
On the product details page of product with filter category brand/brand name/manufacturer name:
Click Inspect → Elements Tab.
Search for schema tag or {{ }}.
Make sure there is no “brand“ field added to that object.
KOD-25496: Terminal payment - Send the orderID in the request
Regression Tests
Case 1
On the order details.
Click Pay Order icon button.
In the Select a payment method modal select Terminal option.
Fill out the form.
Open Network Tab.
Click Pay.
Make sure you can see that request api/system/paymentProcessing/charge… was going.
Open Payload tab.
Make sure in the Query String Parameters we are sending "type": terminal, "amount": (your typed number amount), "authOnly": true/false.
In the Request Payload make sure we are still sending correct companyID and terminalID.
Tests
Case 1
Repeat Steps 1-8.
Make sure in the Request Payload we are sending orderID too.
Case 2
Repeat all steps from above cases. Make sure after the delay of 0.5 seconds and 3 seconds after first request for getting payment status we are using current endpoint: GET
In the Product page, as well in the Checkout page, as long as it's before 12:00pm CST, the shipping message will be "Order by 12:00pm CST to ship today".
When it's past 12, the message will be "Orders placed now will ship tomorrow".
KOD-25506: Fix Color on Suppliers Page
KOD-25508: Create a helper doc on tariff import
KOD-25515: Update homepage typo
KOD-25524: Update Order Checkout Confirmation page on Commerce Site and Customer Portal
KOD-25532: Update to verbiage added to checkout page Created From Ticket 21439
KOD-25534: Ability to add product to catalog with savedQuantityToOrder field
Tests
Case 1
You need to access swagger and POST to /api/account/companyProductCategory/{companyProductCategoryID}/product/byCode/{productCode}
Send a value for savedQuantityToOrder and verify it return in the result.
