Create and Manage Tickets Directly from Opportunities
A new feature in the Operations Portal allows users to create tickets directly from opportunities. This enhancement helps streamline follow-up actions and improves visibility by associating tickets with specific leads.
To use this functionality, navigate to the Opportunities screen, filter for opportunities of type Lead, and open the desired record. In the upper-right corner, click the “More” dropdown and select “Create Ticket.” You’ll be prompted to complete a short form, including title, customer project, visibility setting, and an optional ticket template. Once submitted, the ticket will appear in the “Tickets” tab and be linked to the selected opportunity.
This feature provides a simple way to manage tasks related to lead opportunities directly within the portal.
This feature is now available for Lead-type opportunities in the Operations Portal. Watch the full video for a step-by-step guide.
https://youtu.be/RJO2PqfyAho
NDJSON export option now available for category data in the Operations Portal
Users can now export category data in NDJSON format directly from the Operations Portal. To access this feature, navigate to the Categories screen, select the "Data" tab, and click the "File" button followed by "Export." In the export configuration window, you can now choose NDJSON as an alternative to the previously available CSV format.
This addition provides flexibility when working with category data in systems that prefer JSON-based formats. NDJSON creates files where each line is a valid JSON object, making it ideal for streaming processing and integration with modern data pipelines while maintaining the readability and structure of your category information.
This feature is available now in the current version of the Operations Portal. For a visual walkthrough of the export process, please refer to our demonstration video.
https://youtu.be/6nF4JBSFGEM
Tickets
KOD-19444: Add UX for NDJSON export
Regression Tests
Case 1
Check that the export functionality works correctly on different pages, for example - Orders data, Products data, Customers data pages (when you click on export, the “save as” window appears, where you can enter/change the filename. On dropdown there’s no other options except csv. The file is downloaded in csv format)
Check that the export functionality on the Category Data tab works correctly.
Check that there are no errors in the console.
Tests
Case 1
Go to Category screen, Data Tab. Try to export file and choose ndjson format. Click Save As, expected to download the ndjson file. Check if the file looks fine.
Case 2
Go to Category screen, Data Tab. Try to export the file and do not choose the format. Click Save As, expected to download the csv file. Check if the file looks fine.
KOD-22515: To not require sourceModifiedTime column delete importers
Tests
Case 1
Now we allow deleting entities by import only if it is a user import.
The idea here is that only should allow deleting when the import is uploaded from the User. When importing the file you can see that in the payload we are sending a flag ‘isUserUpload’. That determines if the import is from the User manually or if it comes from the ERP.
You can use any import from UX and try to delete the record. There are a few which doesn’t allow deletion at all but for this ticket I modified the following imports:
Company, CompanyAddress, Product, Customer
The only required field is ‘isSourceDeleted’ = True. Then, depending on the file, you need to populate the lookup field (For example, for company import it will be ‘code’
KOD-23246: Calculate tax at the line item level
KOD-24217: AP Automation - vendor line item code mapping
Verify that the filter works correctly and displays data in the table according to the selected filter.
Test the Filter.
Tests
Case 1
Open the website.
Navigate to the Customer Portal.
Go to the Tickets screen.
Open the filter for the Projects column.
Click on the Counts tab.
Select the empty value from the filter options.
Verify that the results match expectations and only show records where the column value is empty.
Select multiple checkboxes, including the empty value, and ensure that the results correctly display all selected values in the column.
Repeat the test on other filterable columns to verify consistent behavior.
KOD-24816: AP Automation - Automatically create a vendor cross reference when changing line item product code
KOD-25031: Consumer Returns Platform
Regression Tests
Case 1
Test Return order functionality in customer portal.
Created a new return in the customer portal.
Add/update/delete items from return.
Submit return in the customer portal.
Tests
Case 1
Test return orders with specific original order id.
KOD-25327: Sunset Settings
KOD-25365: Payments Integration - Add support for sale transactions
Tests
Case 1
Implement Sale from terminal flow.
Case 2
Implement authOnly from terminal flow only.
KOD-25485: Salesforce - Add guest order data
KOD-25693: Setup environment to use CSD APIs
KOD-25737: Ticket #181 - Company page update
KOD-25800: Order Item icssConversionUnit field issue
KOD-25813: Ticketing system add wrong comment
KOD-25829: Scanning Barcodes in the Mobile App Created From Ticket 12717
KOD-25858: Overwriting Billing Address for the Order Confirmation Email
KOD-25859: Operations Portal - Fix default sorts on screens
Tests
Case 1
Check each screen that contains internal / customer files to make sure we’re displaying the newest files first.
Check other screens like: tickets, orders, prices, business events, content pages, categories etc. if we’re displaying in correct order (last modified, created or name).
KOD-25869: Company Roadmap Ticket from Opportunity
Tests
Case 1
Should render "More" dropdown button under lead detail opportunity screen. Should render Create Ticket option that when clicked displays the Lead Create Ticket dialog with required input fields.
Case 2
Should be able to create a ticket associated with a lead and its company using the "Lead Create Ticket" dialog.
KOD-25870: Quote Requests - Logic rule automation for expiration
Tests
Case 1
Should change quote status from Quote Pending to Quote Expired for quotes whose expirationDate is in the past.
KOD-26009: Mobile App issues (testing feedback)
KOD-26041: Product image disclaimer Created From Ticket 24895
KOD-26048: Support the product specs in Mobile App
Tests
Case 1
Open any product with specs.
Test details scrolling, showing information.
Case 2
Open any product with specs.
Test Specs scrolling and showing info.
Case 3
Products without specs should be shown without tabs.
KOD-26098: PO Formatting Created From Ticket 25300
KOD-26106: Implementation
KOD-26117: Support. data for CSD payments
Regression Tests
Case 1
Test all CSD Payments transaction types:
Sale
Auth
Capture Auth
Credit/Refund
KOD-26142: Branch Inventory Location Switches on Product Detail Page Created From Ticket 19130
Regression Tests
Case 1
Check if inventory is displayed correctly for different company addresses.
Tests
Case 1
Check if inventory addresses on product detail page match locations for each company in the operations portal.
KOD-26155: Changes to tags for customer Environments
KOD-26174: Linked ticket polishing UX
Tests
Case 1
Go to the operations portal, ticket page.
Press the "Link Ticket" link in the "Actions" button.
Make sure that the popup has appeared and the dropdown "Link type" has appeared in it.
Try to link tickets and make sure that the tickets are linked.
Case 2
Open the Ticket page with linked tickets and open the "Linked Tickets" tab.
Make sure that the button is -gray- blue.
Try moving to one of the linked tickets, make sure that the breadcrumbs display the path correctly.
Case 3
Try to link tickets.
Make sure the status message has a default blue background.
KOD-26206: Sync Error when Updating Pricing
KOD-26250: Customer acct drag and drop From Ticket 26093
KOD-26257: Indexer
KOD-26259: Pricing Tolerances: Support Custom Discrepancies for Orders
KOD-26271: LTL updates
KOD-26312: Parser not picking up the last 3 lines
KOD-26328: Porting content over
KOD-26346: Tag to line items
KOD-26354: Update the warehouse photo
KOD-26358: Field Created From Ticket 26814
KOD-26376: Require Return Reasons in Operations Portal
Regression Tests
Case 1
In the operations portal, make sure for an order that is not a return you can still release it to the ERP.
Tests
Case 1
Make sure for a return order (ERP order type = return) that has return reasons for every item can still be released to the ERP.
Case 2
For a return order that has items that don’t include a return reason, when you release it to the ERP, notice there is a snacker saying all items need return reasons.
KOD-26384: Add Payment Systems to the dropdown
KOD-26385: Log system events for reset password failures
KOD-26391: Update Linked ticket screen to use Search endpoint
Regression Tests
Case 1
Go to the operations portal, tickets page → Linked Tickets tab.
Please test link/unlink tickets.
Please check that everything else is working as expected and there are no additional errors in the console.
Due to the fact that we switched to search endpoint, the data is not updated immediately.
Tests
Case 1
Go to the operations portal, tickets page → Linked Tickets tab.
Make sure that the request for the tickets list was changed to search.
Make sure that all filtering fields work well.
Case 2
Go to the operations portal, tickets page → Linked Tickets tab.
Try to unlink some tickets.
KOD-26399: PD record and import needs the Sales Cost fields Created From Ticket 26498
KOD-26404: Add ability to exclude from all reporting - and exclude by default
KOD-26405: Combine Shipping & Handling Addons in Order Templates
KOD-26408: Payment Provider Updates
KOD-26413: Implementation
KOD-26417: Remove the "c" pricing
KOD-26422: Add quote template - Created From Ticket 26984
KOD-26434: Support the product specs within public API for Customer App
KOD-26456: Add "Recently Ordered" link to the top navigation Created From Ticket 24644
Regression Tests
Case 1
Check that the Header looks good.
Check that there are no errors in the console.
Tests
Case 1
Check that the header displays the new link “Recently Ordered“.
Check that the Header looks correct on different devices (desktop, mobile).
Check that when the user clicks on the Recently Ordered link, the Recently Ordered Catalog is opened.
Check that when the guest clicks on the Recently Ordered link, the Sign In page is opened.
KOD-26463: Order notifications based on branch manager tweak
Tests
Case 1
Please test that email would be sent to branch manager (per warehouse) and general manager (from setting) for both cases - 24-48 h and over 48h.
Case 2
Please test that if the order was not sent to the branch manager (warehouse is not set or email is not populated on the locations screen) it still will be sent to the general manager.
KOD-26482: Order Automation-New Customer Order To Map - Created From Ticket 27496
KOD-26484: Spin up new system
KOD-26490: Credit card payment issue
KOD-26492: Order e-Hold Request
KOD-26496: Mapping Needed (PO is in the Reference Field) Created From Ticket 27591
KOD-26511: Install base customer and commerce template on test site
KOD-26514: Update default image URL
KOD-26515: Product warehouse availability missing
KOD-26521: Remove $45 order charge from order confirmations Created From Ticket 27700
KOD-26530: Confirm Email Address Update
Tests
Case 1
In order to test this ticket we have to turn on the setting from the description.
Check if errors during login are displayed from platform side:
Test header bar and login page.
Make sure the email template is displayed correctly.
KOD-26532: Vendor Invoice Parser
KOD-26533: Tracking Products on bulk endpoint
KOD-26534: Transaction number for deposits is null
Regression Tests
Case 1
Make a deposit from the employee side.
Tests
Case 1
Make a deposit from the employee side.
Check if paymentTransactionNumber is set on the resulting Payment record.
KOD-26535: Spin Up System
KOD-26536: Install application for payment portal
Regression Tests
Case 1
Check that both commerce and payment portal websites still work as expected without issues.
Tests
Case 1
Check that the payment portal website has a payment portal layout and the commerce has a commerce layout.
Go through all the pages (e.g. Account Activation, Password, Login, Cart) and make sure everything works correctly and looks good.
KOD-26537: Generating sitemap by host - Fixes
Regression Tests
Case 1
Make sure you can generate and view sitemaps in a non multihost site.
For each category, you should see the correspondent links correctly without errors.
Also noticed in the video that if you are in a single host site and you have a category with hostCode you will not see the category code in the generated link and that is how it always worked.
KOD-26538: Set up email inboxes for order automation Created From Ticket 27787
KOD-26544: Warehouse logic Created From Ticket 27778
KOD-26553: Priority - Add address validation for COD payments to prevent errors
KOD-26552: Employee App - Checkout subtotal mismatch with OPS and CSD for some products/orders
KOD-26555: Unable to Identify Vendor Created From Ticket 27628
KOD-26557: Remove "PO-" Prefix from BOD when manually adding Vendor Invoice Addon Created From Ticket 27781
KOD-26559: Mapping Needed (PO is in the Reference Field) Created From Ticket 27591
KOD-26564: Add this endpoint to serverside: "/api/system/companyProductCategory/{companyProductCategoryID}/product/list"
KOD-26565: Shipping Methods Configuration Created From Ticket 27243
KOD-26567: Map Minimum charge line to addon Created From Ticket 27878
KOD-26568: PO Matching Logics Stages Created From Ticket 27702
KOD-26572: CRM Page Updates
KOD-26575: Customer App - Support sending draft apps within release logic
