We've added a new option in the Customer Portal that lets you download or email several orders together as one combined PDF file, instead of handling each order separately.
To use this feature, go to the Orders screen and select the orders you want by checking the box next to each Web Order Number. Once you've selected at least one order, open the Actions dropdown and choose "Email Selection as One PDF." The system will generate the combined invoices and email them to you shortly after.
You'll receive an email with a single PDF attachment containing all the orders you selected. This same file is also saved in the Documents screen of the Customer Portal, sorted by creation date for easy access, so you can view or download it again anytime without needing the original email.
This feature is available now in the Customer Portal. For a full walkthrough, watch the accompanying video demo.
https://youtu.be/sr6p8mTEW_g
Operations Portal
Move Customers Between Companies
The Operations Portal now includes an option to move a customer from one company to another, directly from the customer's details page.
To use this feature, open a customer's details, click the Actions dropdown, and select "Move to Company." From there, choose the destination company and decide whether to carry over the customer's wish lists and catalogs using the available checkboxes. Roles and permissions are copied automatically, so there's no need to reassign them manually. Once submitted, the system creates a new customer record under the selected company while keeping the original record intact for historical reference, the old record is labeled "MOVED" with a timestamp, and its order history remains unchanged.
After the move, the customer receives an activation email to set a new password for their account under the new company. This makes it easy to reassign customers when their business relationship changes, without losing existing data like roles, product lists, or catalogs.
This feature is available now in the Operations Portal. For a full walkthrough, watch the accompanying video demo.
https://youtu.be/Ms_KnG3VAwY
Scheduled Payments
Employees using the Operations Portal can now schedule payments for open invoices instead of processing them immediately. From a company's details page, simply open the "Open Invoices" tab, select one or more invoices, and choose "Schedule Payment for Selected Invoices" from the Actions dropdown. From there, pick a future date and select a saved payment method, such as a credit card or an ACH account, or add a new one on the spot.
Once a payment is scheduled, the invoice moves off the Open Invoices list and appears in Accounts Receivable with a "Scheduled Payment" status, along with the date selected for payment. This gives teams better visibility into upcoming transactions and makes it easier to plan cash flow around confirmed payment dates rather than processing everything manually at the time of payment.
If plans change, scheduled payments can be canceled directly from the invoice details page. After cancellation, the status updates to "Schedule Canceled" in Accounts Receivable, and the invoice becomes available again in the Open Invoices tab for rescheduling or standard processing.
This feature is available now in the Operations Portal. For a full walkthrough, watch the demo video covering the scheduling and cancellation process step by step.
https://youtu.be/qNdGxZpTvPI
Tickets
KOD-28562: Address Autocomplete and State Field Not Functioning Properly in the Address Section
Regression Tests
Case 1
Go to Accounts Payable → Vendors. Select a vendor.
On the Vendor Detail page scroll down to the Address section.
Try to clear all the address fields. Reload the page. Check that fields cleared.
Case 2
Try to fill address in the “Line 1” field and select US address from autocomplete.
Check that “Country”, “City”, “State” and “Postal Code” fields autocompleted as well.
Try to reload the page and see that the data stored correctly.
Case 3
Try to clear all the data from the address fields.
Try to select different country in the “Country” autocomplete, for example Ukraine.
In “Line 1” field try to type the address. Check that all the autocomplete options are Ukrainian addresses.
Try to select address.
Then try to customize address in Line 1 to check if the custom address (not selected from autocomplete options) will be saved.
KOD-28721: Remove duplicate endpoints
Regression Tests
Case 1
Go to Orders → Orders. Open the random order.
Open network tab in the DevTools.
Try to put very long value (around 44 symbols) to “Purchase Order #” field in the Detail screen. Check that there only 2 “discrepancies” requests in the network.
Check that warning message appeared on this Input and also in the header navigation “Detail” tab.
Go to “Items” tab. In the items table try to set “Code” field value for any item to “NONSTOCK” or to the specific product if there only “NONSTOCK” items. Check that in network tab there’s only 2 “discrepancy” requests. Check that warning message near the cell appeared/disappeared according to action and in the header tab button the badge value was updated.
Case 2
Go to Account Payable → Vendor Invoices.
Open the vendor invoice that has warnings in it. Check if there’s any warnings on the Detail tab.
If there’s no any warnings, try to create one. Input random long value (around 44 symbols) in the “Purchase Order #” field. Save it.
Check that the warning appeared near this input. Also, check that in the header navigation the warning badge appeared with the number of warnings, or the count of warnings updated.
Reload the page. Check that the warnings appeared on the initial load.
Check that the Vendor Code and Vendor Name on the right sidebar are shown and the link leads to the right vendor page.
Check that the map on the delivery address section renders properly and the right address show on it.
Try to change the delivery address and and see that the map updated properly.
Tests
Case 1
Go to CRM→ Quotes.
Open “Network” tab in the DevTools.
Go to random quote detail page. Check that there’s no duplicate requests in Network tab.
Check that form has values in the fields. Try to change something, reload the page, see that everything saved properly and the changes showed after reloading.
Clear the network tab in DevTools. Go to the Quote Items tab.
Check that there’s no any duplicate requests.
Case 2
Go to Orders -> Orders.
Open “Network” tab in the DevTools.
Go to random order page. Try to find and open order with warnings.
Check that there’s no duplicate requests in Network tab.
Check, that there’s badges either in top tabs or on the detail screen input that show the warning if it should exist.
Clear the network tab. Got to Order items tab. Check that there’s no duplicate requests in network tab.
Check that table shows the content.
Case 3
Go to Account Payable → Vendor Invoices. Open random invoice.
In the Network tab check that you have no duplicate requests.
Go to the Vendor Invoice Items tab. In the network tab check, that there’s no duplicate requests, except of 2 discrepancies requests.
KOD-29730: Times on the DDA app not matching the time it is
77170: Standardized Card Brand on Stored Payment Methods
ENG-77174: UX - Update Card Brand Display to Use Standardized Field
88490: Configure - View & Recalculate Available Inventory on Orders
ENG-88599: Use New Automation Rule for all Notifications
89248: Disable Quote Assignment Notifications
92011: Create ticket in subsidiary ticket system
ENG-93309: Add driver checklist to DDA version 3 for the Region
100695: Ticket Type - Set defaults
100720: Price group enhancements - All manual order of products
100759: Filter out spam emails from the ticketing filter
101987: Moving Customer To a Different Company
102518: Warehouse Availability Display
102715: Configure - Enable MFA
105507: Build a utility to manually re-push a payment to ERP
105668: Resources page download failure - Customer Mobile App
ENG-106311: Make abandoned cart email host compatible
107109: Update XML Invoice File Naming for Customer-Facing Files
ENG-108450: Add Ability for Employees to Schedule Payments - UX
108723: Add recaptcha to the checkout - Platform
108871: Improve order syncs from the ERP
ENG-108984: Source order - Non unique discount error
