The Customer Portal now offers a consumer returns process that allows customers to initiate returns directly from specific orders. Users can access their paid or invoiced orders, select individual items they wish to return, specify quantities, and provide return reasons all in one workflow. After submission, the system confirms the return request and updates the status to "Received." All submitted returns are accessible through the Returns tab, where they can be filtered and sorted for easy tracking.
This feature is now available to all Customer Portal users. For a complete walkthrough of the process, please refer to our demonstration video showing the step-by-step return submission workflow.
https://youtu.be/E4CgQbUFmFU
Tickets
KOD-3255: Production Account Area Build
KOD-20404: Check Parameters for Expiring old Quotes
KOD-24621: Incorrect price showing for product
KOD-24687: Adjust the CSD Integration to populate the vendor number on price record
KOD-24937: Integration - CSD APIs Created From Ticket 17038
KOD-25396: Assign Sales Reps to Companies Automatically from OESSRE Table
KOD-25889: Add ability to close AI chatbot and side panel
Regression Tests
Case 1
Check that the operations portal still works.
You can open the AI chatbot fine, and without errors.
Try closing it by clicking the chatbot again, that should work as well.
Case 2
Go to a files screen and try to open a file inside the view. E.g. vendor invoice > internal file.
It should work as expected without issues.
Case 3
Test out the left nav menu.
Open and close it, navigate to other pages.
It should all work as expected.
Case 4
Open the sidebar via AI chat or via side file preview.
Click back and forth between each and make sure the content loads correctly.
Also try resizing the sidebar after opening and flipping between each.
It should all work correctly.
Tests
Case 1
Open the right sidebar via AI chat or via side file preview.
There should be a menu on the top that has an X icon where you can easily close the menu.
Make sure this works without issues.
Case 2
In this ticket we also made an update where on the vendor invoice internal files, the side file previewer will open and have extra width to fully see the file content.
Check that when you preview a file, the sidebar opens a bit more than when you open the AI chat.
KOD-25922: Customer Asset fields - Validate against defined values
Regression Tests
Case 1
Check that the asset details page still works as expected without issues.
Case 2
Check that the final checkout tab still works as expected without issues.
Tests
Case 1
For the Department field on the Asset Details page, it should now be a dropdown.
The options should populate from the Company Records in the operations portal with type=department and the companyID=your company ID.
You should be able to update without any issues and you shouldn’t be able to freehand any values.
Case 2
On the final checkout tab, the department field should be a dropdown now as well.
KOD-25950: Kit Project
KOD-25969: Clone Tickets Based on Ticket Group
KOD-25980: User Pricing & Rounding Price Record Issue Created From Ticket 18660
Regression Tests
Case 1
On a website that uses the V6 price engine, ensure that guest pricing and logged in pricing still loads fine.
KOD-26077: FY26 Goals
KOD-26128: UX for Pricing Tolerances
KOD-26171: Consumer Returns UX
KOD-26377: Kodaris- Generate/Create a Purchase Order in Kodaris
Regression Tests
Case 1
On Vendors Search and Data screens:
Make sure screens are loaded with no issues.
Make sure at the end of each row you are able to see Start Invoice and Details buttons.
Make sure you are able to Start Invoice and go into the Details by using those buttons.
Make sure each row footer (cell with buttons) looks good.
Case 2
On the purchase order items tab:
Make sure:
Purchase order items tab loaded with no issues.
Purchase order items grid is loaded with no issues.
You are able to add / remove columns from the grid.
You are able to delete purchase order items.
Tests
Case 1
On Vendors Search and Data screens:
Make sure new button was added per each vendor record row:
Start Purchase Order button.
It should be displayed between Start Invoice and Details buttons.
Make sure you are able to use this button only with one of following permission: superuser, administrator, purchaseOrderEdit.
Click that button.
Make sure this POST endpoint was called api/system/purchaseOrder/start, with vendorID of the vendor record on which you have clicked this button.
Make sure you are redirected to the newly created purchase order details tab.
Case 2
On the purchase order items tab:
Make sure you are able to edit existent purchase order items.
Case 3
On the purchase order items tab:
Make sure at the bottom you see functionality to add a new purchase order item. It should be the same as on the order items, cash quote items and quote items.
If the item has a purchase history, we should show the purchase history panel after you selected the item.
Make sure you can add a new purchase order item with no issues.
KOD-26529: Order Columns in Manage Account Created From Ticket 21367
KOD-26563: UX AP Automation - Add configuration for non freight charges
Regression Tests
Case 1
Users should be able to access the AP Automation screen and verify the existing Default Freight Code field still works properly, allowing selection of discount records and saving values correctly.
Case 2
Users should be able to open any vendor detail page and navigate to the Automation section, where the Default Freight Code field functions normally, allowing selection, clearing, and saving freight codes without issues.
Case 3
Users should be able to save vendor automation settings and confirm all existing fields still save and load properly after page refresh.
Case 4
Users should be able to modify global AP Automation settings for all existing fields, changing values for Enable AP Automation, Line Total Tolerance, and Default Freight Code and verify they persist correctly.
Tests
Case 1
Users should be able to access the AP Automation screen and locate the new Default Non-Freight Code field with the correct label and description, and click into the field to verify the autocomplete loads without errors.
Case 2
Users should be able to test the new field's autocomplete functionality by typing text to search for discount records, verifying results showing both code and name, and selecting one to confirm it appears in the field correctly.
Case 3
Users should be able to save the AP Automation settings with a non-freight code selected and refresh the page to verify the value persists and displays properly.
Case 4
Users should be able to access any vendor detail page and find the new Default Non-Freight Code field in the Automation section, then test that they can click into it and select discount records.
Case 5
Users should be able to save a vendor with a selected non-freight code and refresh the page to verify the value persists and displays correctly.
Case 6
Users should be able to set different values for freight and non-freight codes in both global and vendor settings, verifying they save independently and don't interfere with each other's functionality.
KOD-26620: How to cancel a scheduled payment Created From Ticket 27902
Regression Tests
Case 1
In the operations portal navigate to Companies screen, choose any company that has Accounts Receivable and go to Accounts Receivable screen. Check if the data table displayed fine.
Case 2
Check also if filtering for Txn Type works as expected.
Tests
Case 1
Navigate to the operations portal. Go to Accounts receivable and search for Txn Type ‘Scheduled Payment’ and go to a company that has such.
Case 2
Then open that company and go to it’s tab for Accounts Receivable.
Now click on Txn Type and check if there is no 95 type, but there is Scheduled Payment.
Choose it and check if in the table it is also displayed as Scheduled Payment.
Additionally you can find these records on the Accounts Receivable screen by Payment ID and check for transaction type.
Case 3
Repeat Case 1 and Case 2, but for Txn Type 94, that appears now as Convenience Fee.
Case 4
Check the same behavior for Orders/Payment, both Convenience Fee and Scheduled Payment should be there for Txn Type instead of 94 and 95.
KOD-26687: Search Tuning Ticket Created From Ticket 26284
KOD-26802: Pricing Display
Regression Tests
Case 1
Confirm that the product page, the product list page, and its various views load and display product information correctly.
Case 2
Confirm that we can add a product to the cart and proceed to the third tab.
Case 3
Confirm that when adding a product to the cart, we can see the price in the header (if it’s not a quote). If it’s a quote, then instead of the price we will see $---.
Confirm that after reloading the page, in any case we will see $---, but then, if we have a regular product in the cart, the price will appear once the response from the server arrives; if it’s a quote, it will remain $---.
Confirm that when removing or adding an item to the cart, the header updates accordingly.
Tests
Case 1
Confirm that if we set CQuote in the extra2 field for a product, then instead of the product price we see “Pricing will be quoted”, and instead of “Add to cart” it shows “Request a quote”.
When the product is added to the cart, the price should not be visible in the header.
When going to the cart page, next to the product instead of the price it should show TBD, there should be no subtotal, and in the third tab there should be no prices and only the option “Request a quote”.
KOD-26844: Additional updates for order item fields
Regression Tests
Case 1
In the Operations Portal check order items grid.
Add several order items, and Customer Asset ID column to the grid.
Make sure the grid is loaded with no issues.
When there is no value on the order item from the customerAssetID column - the blank cell should be displayed with no errors.
Case 2
Try updating the Customer Asset ID column value with some random number value - this number should be saved with no issues for the Customer Asset ID for the order item.
Try updating the Customer Asset ID column value with some random value (it should contain string characters). Such values should not be accepted and saved on the Customer Asset ID.
Case 3
Try selecting some value from the autocomplete dropdown for the Customer Asset ID - it should be saved with no issues.
Tests
Case 1
Place or start a new order. You can use existing order items on the order and add some new order items.
On the Order Items grid:
Add 2 columns to the grid: Customer Asset ID and Customer Asset Name.
Make sure the Customer Asset Name column value is not editable.
Update Customer Asset ID column value. If you were selecting Customer Asset from the autocomplete dropdown → make sure Customer Asset Name value was updated automatically.
KOD-26865: Fetch order from SX directly to call in js interceptor
KOD-26923: Add UX for server side export for related products screen
KOD-26924: Kodaris-Add Fields to Company Grid
Tests
Case 1
Access Operations Portal, open the Companies page, and click the Data tab.
In the Data grid's top right, click the button for showing/hiding columns.
It should show these options. Select each one:
Company Group Code
Customer Group Code
Customer Product Group
Customer Type Description
Industry Code
Sales Territory
Click outside the dropdown to close it.
The grid should display the newly selected columns.
Add a row for a new company, filling all the fields from the previous selected columns.
These fields should display autocomplete and a dropdown with suggestions:
Company Group Code
Customer Group Code
(The suggested options can be set in Company Groups page)
Press ENTER when finished to add the new Company.
The grid should display the new created row.
Edit each of these fields, changing its values:
It should save and keep displaying the values.
Case 2
Starting from the previous test case, and the data saved for the new fields.
Open the Search tab in the Companies page.
In the Search grid's top right, click the button for showing/hiding columns.
It should show these options. Select each one:
Company Group Code
Customer Group Code
Customer Product Group
Sales Territory
Click outside the dropdown to close it.
The grid should display the newly selected columns, and the values previously saved for each field.
KOD-26955: Initial Setup - Spin up system
KOD-27019: Taxes
KOD-27033: AP: Invoice Email Issue Created From Ticket 30326
KOD-27055: Chat icon blocking page navigation
Regression Tests
Case 1
Navigate to the operations portal, go Filter Categories → Attributes screen.
Check if the table is well displayed.
Tests
Case 1
Navigate to the operations portal, go Filter Categories → Attributes screen.
Check if content and navigation in the right bottom corner is not blocked with overlayed chatlio.
KOD-27056: Import Companies Created From Ticket 26163
Tests
Case 1
Access Operations Portal, open the Companies page, and click the Data tab.
In the Data grid's top right, click the button for showing/hiding columns.
It should show the Notes option.
Select it, and click outside the dropdown to close it.
The grid should display the Notes column.
Click in File > Export, then click Save to download the CSV file.
Open the downloaded CSV file:
It should contain the Notes column, with the proper data for each entry.
KOD-27065: Kodaris - Add the terminal to the Data Tab and Search Tab in the Accounts Receivable Screen
Tests
Case 1
Open the Operations Portal.
Verify that the terminalID and terminalName fields are displayed correctly on both the Search and Data tabs.
On the Search tab:
Verify sorting and filtering functionality for both terminalID and terminalName fields.
On the Data tab:
Verify sorting and filtering functionality for the terminalID field.
Verify that the terminalID column is sortable.
KOD-27073: Credit Application Updates
Regression Tests
Case 1
Navigate to the /spcu/credit-application-register page.
Follow the process and confirm a new company is created with “Appling for Credit” status.
Fill in all fields and submit the form.
Confirm form is submitted.
Confirm status of the new company has changed to “Applied for Credit”.
Access internal file screen with “companyConfidentialInternalFileView“ role assigned to the employee.
Confirm the pdf is generated properly.
KOD-27091: UX Change Payment to Include Order Number
KOD-27101: Scroll arrows greyed out on Open Invoice page Created From Ticket 30426
Regression Tests
Case 1
On Company Open and Business Events Invoices screens:
Make sure the grid is loaded with no issues.
If there are some records: make sure all data is loaded and displayed with no issues within the grid.
If there are > 50 records within Company Open Invoices: make sure pagination works and buttons go to the last (first) page with no issues and get you to the last (first) page on click.
Tests
Case 1
On Company Open Invoices and Business Events screens:
Add many records > 100 to the open invoices.
Make sure pagination buttons go to the next page and go to previous page work and are clickable.
KOD-27152: Kodaris - Add the Detail screen for Company Asset
Regression Tests
Case 1
Confirm that the assets and company-assets pages load without errors, and confirm that we can edit the fields.
Tests
Case 1
Confirm that we can navigate to the detail page for assets and company-assets, where we can see all the main fields filled in exactly the same as on the main page, and confirm that changing these values also updates them on the main page.
Case 2
Confirm that navigating to the customer fields tab works correctly.
Case 3
Confirm that the fields which only allow numbers on the main page will also only allow numbers on the detail page.
Case 4
Confirm that in Customer Asset and Asset, there is a Development tab that opens and shows which fields the user can modify. When these fields are changed, the updates are reflected in the Details tab and on the main page, as well as in Development.
Also, please confirm that fields which accept only numbers on the main page and in the Details tab will also accept numbers in the Development tab.
KOD-27160: Configure Balances
KOD-27164: Duplicate Lines
KOD-27165: Add checkbox field to contact us form
Regression Tests
Case 1
Confirm that the checkboxes in the Gutenberg editor and on the live site are displayed correctly.
Tests
Case 1
Confirm that if a checkbox is created with only one option but with very long text, the checkbox will be aligned at the top in line with the text.
Case 2
Confirm that if a checkbox is created with multiple options, the checkbox will be vertically centered with the text.
Case 3
Confirm that on a mobile device everything looks correct.
Case 4
Confirm that if the inline checkbox option is enabled in the Gutenberg editor, everything still displays correctly.
KOD-27173: ERP User Update
KOD-27175: Related Products and Recently Viewed Display update
Regression Test
Case 1
Check if related products and recently viewed products are displayed correctly.
Check if they are responsive.
Tests
Case 1
Check if on different widths of the page displays different amounts of slides up to 6 on the full width.
KOD-27176: Slider Arrow Option
Regression Tests
Case 1
Check if the home slider is working correctly.
Case 2
Check if the indicators on the slider are working correctly.
Tests
Case 1
Add an example slide to the home slider and see if navigation arrows are displayed if there are more than 1 slide.
Check if navigation arrows are working correctly.
Check the mobile view if it’s working correctly.
KOD-27177: Implementation - Branding
KOD-27179: Configure Customer Portal
KOD-27183: Shipping Method Screen Updates
Regression Tests
Case 1
On the operations portal go to /shipping-methods.
Check if the table is displayed fine.
Case 2
Open Details screen for any shipping method. Check if the screen is displayed fine.
Tests
Case 1
On the operations portal go to /shipping-methods. Add column Pickup to display. Check if input is a dropdown with Yes and No values. Verify if entered values are saved and the record is updated.
Case 2
Open Details screen for shipping method. Check if there is a Pickup field with a dropdown that contains Yes and No values. Verify if entered values are saved and the record is updated.
KOD-27187: parser request From Ticket 31223
KOD-27191: Featured Products Sort Order Issue
Regression Tests
Case 1
For this case, we will go to a Gutenberg page in Editor mode and add the Featured Products Widget.
Make sure the widget is able to be added to the page correctly and that it looks as it should.
After “Publishing” the page with the recently added widget, preview the page to make sure it’s also displayed correctly.
If it doesn’t appear, make sure you have products inside the Featured_Products category in the operations portal.
Tests
Case 1
For this test, we will go to a screen that uses the Featured Products Widget.
We need to make sure that the order in which the products are displayed follows the productOrder column of those products in the operations portal.
Let’s also make changes to that field and see if the changes are reflected on the commerce site.
KOD-27194: Kitbuilder - Setup all three products
KOD-27203: Invoice And Statements Email Sending configuration - Platform
KOD-27214: Enable Sending Order Acknowledgements to Customers
KOD-27216: Display In Stock and Available to Order based on inventory
Tests
Case 1
Log in to the website.
Search for products.
Verify that the quantity is no longer shown and “In Stock” is displayed instead.
For out of stock items, verify the message Available with tooltip “Available to Order” is shown.
Check display in mobile view and detailed view.
KOD-27219: Update Message for Stats When User Doesn't Have Permission to View
KOD-27222: Order Automation screen - Update permissions Part 2
Regression Tests
Case 1
Check that there are no errors in the console when clicking on the Order Automation page.
Tests
Case 1
Check that the user can enter the Order Automation page if he has the role set settingView/settingEdit + orderEdit.
Check that the user can change data on the Order Automation page.
Check that there are no errors in the console when on the Order Automation page.
Check that if the user does not have roles to perform the combination settingView/settingEdit + orderEdit - the application does not allow you to enter the Order Automation page.
KOD-27224: Check Message Not Displaying When Issue a Charge
KOD-27232: Stop Syncing email field & update configuration
KOD-27233: Calculate For Invoices Total in Terminals Flow
KOD-27235: Website Update
KOD-27236: Possible issue with lost carts or user sessions
KOD-27238: Update APIs to use method to convert file to entity
Tests
Case 1
Go to the operations portal → orders and select an order.
Click actions → and download it as internal and/or customer files.
Then you should ensure you can download the file and open it.
Case 2
Go to the operations portal → companies and enter a company detail.
Click generate statement PDF.
Then you should ensure you can download the file and open it.
Go back to the company and click attach file for internal and/or customer files.
Then you should ensure you can download the file and open it.
Case 3
Go to the operations portal → customers and enter a customer detail.
Click the attach file for internal and/or customer files.
Then you should ensure you can download the file and open it.
Case 4
Go to the operations portal → products and enter a product detail.
Click the attach file for internal and/or customer files.
Then you should ensure you can download the file and open it.
Case 5
Go to the operations portal → quotes and enter a quote detail.
Click generate file for internal and/or customer file.
Then you should ensure you can download the file and open it.
KOD-27240: Support Return Flow and Invoicing for Kodaris
KOD-27247: Update for site
KOD-27249: Customer Portal: Pay Invoices - Show for selected card only
KOD-27251: Kodaris.com - Publish Service Page
KOD-27258: Default product order should be higher than 30,000
KOD-27259: Spin Up System
KOD-27260: Install Applications
KOD-27271: Content tweaks
Tests
Case 1
Confirm that on the customer form page we will not have an input for the date or for the customer number, but there will be a select where the user can choose a branch, and confirm that this selection is included in the request payload.
Case 2
Confirm that in the footer, the branch from Quebec fits fully and everything takes up a single line.
KOD-27273: Update(For punchout)
KOD-27274: Another Update (For Punchout)
KOD-27276: Calculation for the rest of flows
KOD-27280: Read vendor invoices exported
KOD-27281: Kodaris.com – Subscribe for Updates
Tests
Case 1
Open the Subscribe for Updates section.
Verify that the styles match the mockup (for both desktop and mobile versions).
Check input validation:
If no text is entered, the Subscribe button should be disabled.
Enter a valid email address into the input field and click Subscribe.
In the operations portal, open the Emails screen and verify that the subscription confirmation email has been received.
KOD-27292: "Apply Now" Template Edits
KOD-27296: Kodaris - Product type field in search view on products screen
Regression Tests
Case 1
Check if the search view on the products screen is working correctly.
Tests
Case 1
Check if the product type field is available on the search view in the Products screen.
Check if the field is facetable/ filterable.
KOD-27297: calculation endpoint for a custom payment amount
KOD-27298: Recurring Address Error
KOD-27299: PO - Fourth Line item not mapped
KOD-27309: Remove Cart icon in mobile view
KOD-27329: messaging update in operations portal
KOD-27342: Clone Tickets Based on Ticket Group - UX
