Recently, we released a new tab in the order history section where users can easily see any orders that are associated with the order they are viewing. For example, if two backorders were created for an order, the user would see them linked to the original order if they pull it up in the customer portal.
In this release, we've made an additional update to also surface direct ship orders that were split out from a user's original order on this tab as well. This is handy when a user pulls up their order to check details or track the shipments. They will easily see any orders that were split out from the original order for direct ship items from different vendors.
Watch the video for a brief demonstration of the associated orders tab!
https://youtu.be/6wiBoGWcFwY
Operations Portal
View order tracking numbers from the order detail screen
In this release, we've made an update to display an order's tracking numbers on the order detail screen. You can use this to quickly find the tracking numbers for an order to keep tabs on the shipping status.
Specify the payment type when paying for an order
When paying for an order on behalf of a customer in the Operations Portal, you can now specify the payment type on the payment screen. The two payment type options are SALE and AUTHONLY.
Check out this video to learn how to specify the payment type.
https://youtu.be/-7tRWhQXvyM
Additional text editing options in ticket descriptions and comments
In the Description and Comments sections of a Ticket, more text editing options are now available in the toolbar ribbon. This toolbar contains the basic text styling you’ll find in software programs with editable text. The toolbar has the following features: text sizing, bold, italics, underline, strikethrough, text coloring, bullet points, numbered lists, code editor, and tables. This feature provides further customization to the Description and Comments sections and allows your team members to effectively communicate using the Kodaris Platform.
Watch the video below to see what new features are enabled.
https://youtu.be/m_PTC4lVSdI
PIM
View & edit more product text fields
In this release, we've added two more text fields to the product detail screen with full text editing and formatting capabilities. You can use these text fields to complement your product description displayed on your website. For example, you can use one of the additional text fields to hold your product specs and display that as a separate specs tab on your product pages (shown below).
Please note that this does require some template adjustments based on how you'd like to use these text fields on your commerce website. Please reach out if you are interested!
View do not display products on the Search tab
In your Kodaris PIM, you can control which products are displayed to customers on your website. You can do this in a few different ways; via the Active flag, Display flag, hiddencategory, etc. Please refer to the documention for more details!
Prior this release, setting the Display flag to to No would not only hide the product from your commerce website but also from the Search tab in the operations portal. In this release, non-displayed products are now available on the search tab even though they are no longer visible on your website. This allows you to continue using the powerful search capabilities on the search tab to filter, sort, and run reports on your products; including non-displayed ones.
Tickets
KOD-5548: Alert if Customer Hasn't Logged in in 30 Days
Regression Tests
Case 1
Ensure that the customer can log in to the customer portal and that it functions as expected.
Tests
Case 1
Execute the job and verify that the engagedStatus is updated for customers with the corresponding values.
Case 2
Log in as a user with an engagedStatus greater than 1 and ensure that it has been updated to 1.
Case 3
Make sure that engagedStatus field is indexed.
KOD-18125: Create Invoice Layout
Tests
Case 1
Generate order PDF and Email layouts.
Login to operations portal > Orders.
Click on a sample order.
Generate an order email and review its layout, ensuring there are no issues with its appearance or formatting.
Generate an order PDF and review its layout, checking for any issues with its appearance or formatting.
Case 2
Check customer portal order layout.
Login to customer portal > Orders.
Click on a sample order.
nspect the order detail layout for any potential issues or discrepancies.
KOD-18132: [UX] - Add the order shipment information to order prints/templates
Regression Tests
Case 1
Ensure that the order details, order email, and order PDF functionalities are all functioning correctly.
Case 2
Orders without tracking info shouldn’t show the box in the order details, email and pdf.
Tests
Case 1
Go to order details, generate email + pdf.
They all should have tracking info box with tracking numbers.
If there is a url for a tracking number, you should be able to open it to see more details.
KOD-18886: Set up active warehouses and test inventory
KOD-19269: Create better message for when a drop ship order does not get split - UX
Regression Tests
Case 1
Verify that orders containing both direct shipped items and regular items can still be split. After a successful split, ensure that you are redirected to the Back Orders tab, where the split orders should be displayed.
Tests
Case 1
Place an order with direct shipped items only.
In the operations portal click "Split Direct Order" button.
You should see a toast message on the blue background with the wording: "Order has been converted to a Direct Order"
You shouldn’t be redirected to the Back Orders Tab, and no orders should be shown there.
KOD-19376: Tax Calculation for Combination Pickup/Delivery Items for Direct Ship
KOD-19518: Link "direct ship" orders with the other order
Regression Tests
Case 1
When you open an order in customer portal and you click in associated Orders, you must check that still working as before. It means that you can see order which ERP# (before minus) is equal than other orderNumber.
Note: This is ErpLogic specific only, then you must set InforCSD as erpLogicEngine.
Tests
Case 1
Now, in the Associated Orders tab, you should also see those orders that were split to direct orders from the actual order. So, in the associated order tab, we can see what we see in the regression test, as well as this new feature. Note: the new feature is not ERP specific.
KOD-19622: Add tracking code link to the order prints
Regression Tests
Case 1
For order which doesn’t have order shipments created for them, check:
Customer Portal Order Detail
Operations Portal Order Detail - Email Order
Operations Portal Order Detail - Generate Order (Internal) PDF
For those 3 cases above there shouldn’t be Tracking Info table section displayed and overall layout shouldn’t be changed.
Case 2
For order which do have order shipments created for them, check:
Customer Portal Order Detail
Operations Portal Order Detail - Email Order
Operations Portal Order Detail - Generate Order (Internal) PDF
For those 3 cases overall templates layout shouldn’t be changed.
Tests
Case 1
Create several Order Shipments for 1 Order with ERP#.
For this order check following places and templates:
Customer Portal Order Detail
Operations Portal Order Detail - Email Order
Operations Portal Order Detail - Generate Order (Internal) PDF
For those 3 cases above Tracking Info table section should be displayed. If there is tracking link for the tracking number - it should be displayes as a blue link and be clickable.
KOD-19624: Add tracking # for an order in the operations portal
Regression Tests
Case 1
Go to the operations portal > orders > order details screen.
Everything should appear and look normal.
Tests
Case 1
If an order has related order shipments, the tracking numbers of those order shipments should appear in the order details sidebar.
This should only happen if the user has the correct permissions: superuser, admin, orderView, or dispatch.
Case 2
If an order does not have related order shipments, the tracking number field should not appear in the order details sidebar.
KOD-19745: AP Automation UX - Status Dropdown on the AP Invoice Emails Grid
Regression Tests
Case 1
Open AP Invoice Emails Grid → Double-click on the "status" cell → Choose the option. Status updated.
To confirm the status update, refresh the page and ensure that the status reflects the selection you made.
KOD-19748: Customer App - Issues while testing App
Tests
Case 1
Enter the mobile app as a guest.
Add a product with a price to the cart.
Proceed to the cart and select checkout.
If you have a shipping location set, reload or reinstall the app for proper testing.
You should see the subtotal, and if you select "UPS 2Day Air," you should see the shipping.
Enter a shipping location with an invalid combination of zip code and state.
our totals should not be updated.
Change the zip code and state to valid values
You should see totals.
Case 2
Verify that all login fields, request account fields, and reset password fields display the expected error colors when appropriate.
Case 3
You should not see product lists.
Case 4
As a logged-in user, you should not see locations. Locations are only shown for guests due to the app's default settings.
Case 5
You should not see delivery date/time in the checkout.
KOD-19838: Add SALE or AUTHONLY to employee order payment
Regression Tests
Case 1
Make sure that next screens work fine:
Activities
Activity Templates
Tickets
Company Activities
Company Tickets
Case 2
Operations Portal:
Order Details screen
Cash Quote Details
Expected behavior:
It’s possible to pay for an order using credit card.
Tests
Case 1
Operations Portal:
Order Details screen
Cash Quote Details
Pay order modal
Expected behavior:
There is a Type select field added.
Values: AUTHONLY, SALE
It's possible to pay for the order using both of these values.
KOD-19856: AP Automation General Development
KOD-19870: Location page tweaks phase 2
Regression Tests
Case 1
On the commerce site navigate to the location page.
Confirm that this page is displayed as expected.
Log in as a customer and repeat step 2.
Case 2
Using Mozilla Firefox or Safari navigate to the location page.
Confirm markers on the map are properly displayed.
Tests
Case 1
On the commerce site, navigate to the location page and open the developer tools.
Confirm that the map adjusts its size based on the screen height and width.
Confirm that if there is insufficient space for the map, it is resized to a constant value.
Confirm that for resized screens, warehouses are displayed properly.
KOD-19883: Employee App Updates iOS QA
Regression Tests
Case 1
Test navigation between different tabs in drawer. It should work fine without any problems.
Tests
Case 1
Go to any tab besides the "Inventory" tab in drawer.
When you press "back" button or swipe left/right from edges on the screen (depends on your phone settings), you should be returned to "Inventory" tab.
When you press the back button while on the "Inventory" tab, the app should be hidden, as if you've exited it.
Case 2
When you update Lead Address information in text fields, it should not cause these fields to disappear.
Try to exit the lead and open it again to confirm that the information you edited is saved.
Case 3
You should not see any Location at the bottom of the lead details.
Case 4
You should not have problems with publishing comments to lead.
Case 5
The range of date picker for leads got updated. You should have approximately 50 years in both time directions (future and past from your current day) to select from.
Case 6
When you upload file to the lead, you should see "Uploading file..." till file is fully uploaded and shown to the user.
Case 7
You should not have problems with searching Companies on the company screen.
You should not have problems with searching companies on the pricing screen.
Case 8
When you edit description for the Activity, you should be able to press anywhere outside from description-editor field (except other text-fields, because they will open their keyboard) to close your keyboard.
KOD-19892: Brands Step 2
Regression Tests
Case 1
Ensure that the brands page is still accessible and functions without any errors.
Tests
Case 1
The brand links should now be taken from the brands setup as filters on, for example, a search page.
When clicking these, it should redirect you to a brand page.
Case 2
The brand page should show the brand logo, name, etc as well as the categories + subcategories in that brand.
The links for those categories and subcategories should link to a search page with the selected filters preset.
Case 3
Check that the individual brand pages are similar to what is on the original site.
KOD-19901: Employee App - Quality of usage update for Inventory search screen
Regression Tests
Case 1
Confirm that inventory information is displayed correctly and that products are found successfully.
Tests
Case 1
You should see a loading circle while the search is happening in the inventory.
Case 2
Your search bar in the inventory screen should be under AppBar.
Case 3
Try to search for some product and remove your search query.
Press confirm on keyboard.
Your last searched product code should not be removed.
Case 4
You should see a name and a picture of the product in the inventory results.
If product has no name, it should not be shown.
If product has no picture, it should not be shown or shown as blank image.
KOD-19902: Employee App - Update visual for drawer menu
Regression Tests
Case 1
Test the functionality of the drawer. It should operate smoothly and without any issues.
Tests
Case 1
The appearance of the drawer should be updated.
KOD-19903: Employee App - Create Home Screen page
Regression Tests
Case 1
Confirm that there is no problem for switching between tabs.
Tests
Case 1
Log in to the app, and you should be directed to the dashboard. Use the recently viewed tabs extensively to test this feature.
Case 2
When switching between tabs you should no see "Dashboard" bouncing in for a split moment into a view.
Case 3
You should see "code - name" in both product searches.
Case 4
When you scroll down on inventory, pricing screens your "AppBar" (thing where the name Pricing or Inventory are placed) should not scroll away.
Case 5
When clicking back on search field, it should select all content present inside for a quick next search.
KOD-19904: Configure pricing
KOD-19906: Enable Paying Orders w/ Saved Cards UX
Case 1
Expected behavior:
it’s possible to pay with New Credit card with both options - Sale and AuthOnly.
Case 2
Company → Details → Open Invoices
Expected behavior:
It’s possible to pay an open invoice with saved company payment methods (card and bank).
It’s possible to add a new company payment method.
Tests
Case 1
Company has no saved payment methods.
Expected behavior:
Only two options are available:
Credit card entered during checkout.
New Credit card.
Case 2
Company has saved payment methods.
Expected behavior:
All three options are available:
Credit card entered during checkout.
Saved Payment Methods.
New Credit card.
Case 3
Test Saved Payment Methods option
Expected behavior:
It’s possible to provide amount
It’s possible to pay by saved card.
It’s possible to pay by saved ACH method.
It’s possible so set card type if missing.
It’s possible to add a new payment method.
KOD-19934: Check Mapping for notes
KOD-19940: Wizard Embedding
KOD-19941: Operation portal - Add additional options for editing text
Regression Tests
Case 1
Go to the Operations Portal → Tickets → Ticket, Details tab:
In Description, type some text in the comment field.
Test all the other functionalities except the new ones from this ticket.
The text field should work as expected.
Case 2
Go to Operations Portal → Tickets → Ticket, Customer/Internal Comments tab:
In Description, type some text in the comment field.
Test all the other functionalities except the new ones from this ticket.
The text field should work as expected.
Tests
Case 1
Go to Operations Portal → Tickets → Ticket, Details tab:
In Description, type some text in the text area.
Heading
Sample all the Heading levels from 1 to 6. The text should change to the corresponding heading levels. The label on the toolbar button should change as well when you highlight a heading. This should work with a Normal Text as well.
Color
Select a text and change its color. Mix with headings and other text options. The color should be applied to the selected text.
Table
Click the table button on the toolbar. This will insert a table with 3 rows and 3 columns. And the Header row enabled. When in a cell, a down arrow will popup at the upper-right corner, this is the table and cell options: The icons at the top are the table options and the buttons. Test the functionality of each button on the dropdown.
Strikethrough
Select a text and click the Strikethrough button. This should strike the selected text.
Clear Formatting
Select a text and apply some text formatting to it. Click the Clear Formatting button and it should clear all formatting done above.
These styles should be saved. Refresh the page to check.
Case 2
Go to Operations Portal → Tickets → Ticket, Customer/Internal Comments tab:
In Comments field, type some text in the text area.
Heading
Sample all the Heading levels from 1 to 6. The text should change to the corresponding heading levels. The label on the toolbar button should change as well when you highlight a heading. This should work with a Normal Text as well.
Color
Select a text and change its color. Mix with headings and other text options. The color should be applied to the selected text.
Table
Click the table button on the toolbar. This will insert a table with 3 rows and 3 columns. And the Header row enabled. When in a cell, a down arrow will popup at the upper-right corner, this is the table and cell options: The icons at the top are the table options and the buttons. Test the functionality of each button on the dropdown.
Strikethrough
Select a text and click the Strikethrough button. This should strike the selected text.
Clear Formatting
Select a text and apply some text formatting to it. Click the Clear Formatting button and it should clear all formatting done above.
Save the comment and verify if the formatting is accurately reflected in the comment list section.
KOD-19949: Implementation - Branding
KOD-19995: Inventory not Loading in Employee App
Tests
Case 1
Pricing should be loaded correctly for any product. Test by searching for a variety of different products.
Case 2
Attempt to change the input data to some existing but random values. Look for a "Not Found" error message.
KOD-19996: Implementation - order templates
KOD-20007: Bring back shipping methods
Regression Tests
Case 1
Make sure that the checkout page is not broken.
Tests
Case 1
Test if shipping options are displayed on checkout when setting shippingEngine == 2SHIP, if any other value - there should be no shipping options.
KOD-20016: Import Opticat Products
KOD-20019: Include alwaysBatchUserUploads setting for new sites(Import)
KOD-20034: The background is not rendering correctly
Regression Tests
Case 1
On various pages, hover over the menu items.
Verify that their dropdowns are displayed as expected.
Utilize developer tools to resize the page and ensure that the dropdowns are still displayed correctly.
Test the location dropdown in Chrome to ensure there are no issues.
Tests
Case 1
Using Mozilla and Safari browsers, hover over the "Location" menu item.
Confirm that the background is displayed for all inner items.
KOD-20035: Update User Imports
KOD-20044: Taxing Scenarios
KOD-20056: Record video about news page
KOD-20068: Pricing issue
KOD-20070: Fix google maps
KOD-20089: Formatting issue on Product page
Regression Tests
Case 1
Navigate to the product list.
Confirm page is loaded properly.
Select any product and confirm that its page is displayed as expected.
Tests
Case 1
Navigate to the page using link from this ticket.
Once updates will be deployed, page will be displayed as expected.
KOD-20092: Remove comma in parsed quantity
KOD-20101: Add link to submit button
KOD-20102: Update footer
KOD-20105: Remove _1 on header
Tests
Case 1
Log in to the commerce.
Confirm company and location dropdowns do not contain _1 values.
Case 2
Log in to the commerce site.
With developer tools resize window to display mobile view header.
Click on the burger button.
Confirm company text value is without _1.
KOD-20112: Fix non generic image URL
KOD-20113: Add tracking number to customer portal order details screen
Regression Tests
Case 1
For order which doesn’t have order shipments created for them, check:
Customer Portal Order Detail.
Operations Portal Order Detail - Email Order.
Operations Portal Order Detail - Generate Order (Internal) PDF.
For those 3 cases above there shouldn’t be Tracking Info table section displayed and overall layout shouldn’t be changed.
Case 2
For order which do have order shipments created for them, check:
Customer Portal Order Detail.
Operations Portal Order Detail - Email Order.
Operations Portal Order Detail - Generate Order (Internal) PDF.
For those 3 cases overall templates layout shouldn’t be changed.
Tests
Case 1
Create several Order Shipments for 1 Order with ERP#.
For this order check following places and templates:
Customer Portal Order Detail.
Operations Portal Order Detail - Email Order.
Operations Portal Order Detail - Generate Order (Internal) PDF.
For those three cases mentioned above, the "Tracking Info" table section should be displayed. If there is a tracking link for the tracking number, it should be displayed as a blue link and be clickable.
KOD-20120: Branding image upload issue
KOD-20127: Kodaris - Add redirect when going to link as unauthorizeduser
Regression Tests
Case 1
Check that if you are going to a link to the operations portal as a not logged in user, e.g., the companies screen, you are redirected to the login screen.
Tests
Case 1
After Regression case 1, login and then you should be redirected to the appropriate page. For example the companies page instead of the home page.
KOD-20130: Support SEO Markers and SEO URLs
Regression Tests
Case 1
In the customer portal, the functionality to search for products by category should still be operational.
Case 2
Using swagger, when hit the endpoint: /api/user/category/cache
It should return the categories as expected.
Tests
Using swagger, when hit the endpoint: /api/user/category/cache
It should return the SEO code in the category object.
Check that if you modify this value in the operations portal, then when you use the endpoint again, the value must be modified too.
KOD-20131: Request a quote
KOD-20136: Disable pickup location
KOD-20137: Google API Key
KOD-20138: Google API Key
KOD-20139: Saturday Hours not Displaying on Contact Us Page
Regression Tests
Case 1
Visit the Contact page on the website and ensure it loads correctly without any issues.
Tests
Case 1
In the website, locations with "saturdayHours" in the Operations portal should show the data in the Contact page.
KOD-20143: Add fields for items in driver delivery endpoint
Regression Tests
Case 1
Verify /api/system/order/driverDelivery/getTripDetailsForEmployee is still working as expected (If the OrderItem has OrderItemShipments then it should get that information and no error should be there)
Tests
Case 1
Verify endpoint /api/system/order/driverDelivery/getSingleTripDetails brings new fields under deliveries.shipments.items.
Remember to enable setting: driverDeliveryUseOrderItemsAsShipmentItems to actually see OrderItems instead of OrderItemShipments.
Case 2
Verify endpoint: /api/system/order/driverDelivery/updateOrderShipmentItem (PATCH). updates the OrderItem for the OrderItemID used.
Currently you can send OrderItemID or OrderItemShipmentID as request param but only updates on OrderItem is supported.
Verify that no matter if you send more fields in the request, only "quantityReceived", "sscReceivedNote" are updated.
Verify if you send orderItemShipmentID you get an error.
Verify if you send no fields in the request body then you will return the object with null values
KOD-20144: Index non-display products
KOD-20149: Implementation - Translations
Regression Tests
Case 1
On the content site confirm screen is visible and data is loaded properly.
Confirm on the header section that there are no elements that have shifted.
Case 2
On the content site confirm screen is visible and data is loaded properly.
Log in as a user.
Confirm on the header section that there are no elements that have shifted.
Tests
Case 1
Confirm on the header section there is no Language selector.
KOD-20150: Top categories is not searchable
KOD-20151: Create a new list endpoint for the template selection
KOD-20152: Update Footer
KOD-20158: Add header and footer to the product screen in operation portal
Regression Tests
Case 1
Login to the operations portal.
Go to → PIM → Products → Data → Product Details.
Make sure page is not broken.
Make sure Description field is on a place and works as expected.
Tests
Case 1
Login to the operations portal.
Go to → PIM → Products → Data → Product Details.
Make sure Header field is on a place and works as expected.
Case 2
Login to the operations portal.
Go to → PIM → Products → Data → Product Details.
Make sure Footer field is on a place and works as expected.
KOD-20161: Comment out request custom item
KOD-20162: Checkout FAQs
Regression Tests
Case 1
Three new accordion elements have been added. Some of them include links that open in a new tab.
KOD-20165: Footer links updates
KOD-20169: Fix padding in safari
Regression Tests
Case 1
Make sure locations page is still loading properly without any issues.
More information Button should look fine in non-Safari browsers (Chrome, Firefox). Please check also in tablet and mobile resolutions.
Tests
Case 1
In website, go to Locations page.
More information Button should look fine in Safari. Please check also in tablet and mobile resolutions.
KOD-20177: Fix filtering issue
KOD-20181: Add Date filter type and Exist filter operation on employee app for activities
KOD-20186: Add tracking numbers to order prints
Regression Tests
Case 1
Make sure order, order emails, and order pdf for both orders with and without tracking work/look good.
Tests
Case 1
Check orders that having tracking info (related order shipments) and you should see the tracking number.
If the tracking has a link, that should show up as well.
KOD-20187: Fix Terms type description
Regression Tests
Case 1
Make sure order, order emails, and order pdf work/look good.
Tests
Case 1
Check that orders now show terms type description, e.g., ‘Net 30 Days’ instead of e.g., '1'
Case 2
Do a checkout test and make sure the termstype shows up correctly as well.
KOD-20188: Add tracking info to order prints
Regression Tests
Case 1
Make sure order, order emails, and order pdf for both orders with and without tracking work/look good.
Tests
Case 1
Check orders that having tracking info (related order shipments) and you should see the tracking number.
If the tracking has a link, that should show up as well.
KOD-20191: Operations portal sort shipping methods by order
KOD-20192: QTY Totals in Mini Cart
KOD-20193: Create example code of category header menu
