Auto-assign employees to company addresses (shiptos)
Depending on how your company is structured, you may have inside and outside sales representatives who manage different company addresses, or shiptos. In cases like this, it’s common to want notifications sent to different sales representatives based on their sales roles and shiptos.
Previously, you could auto-assign employees to companies using the “Company Assignment” tab under the Employee Assignment Screen. While this is still an option, you now also have the ability to automatically assign employees to shiptos using the new tab titled “Company Address Assignment”.
This tab contains various settings that will allow you to select criteria to customize your assignments. For example, you will be able to choose the criteria that determines whether an employee is assigned to a shipto based on if they’re inside sales reps, outside sales reps, or both. You will also be able to select the specific notification types these employees will receive.
Once the settings are chosen, the system will automatically assign employees to shiptos based on their role and send them the selected notification types, saving you the time it would take to manually adjust these settings per employee.
Learn more about this feature by watching the video below:
https://youtu.be/w6E9dW_5zE0
View product thumbnail images on Price Check, Orders, Quotes, and Cash Quotes screens
When searching for products, it may be helpful to see a preview image of the product they are searching for to ensure they find the correct item.
If there is an image file associated with the product, thumbnail images will now appear when searching for products on the Price Check screen and the Items tab under an Order, Quote, and Cash Quote. In addition to the other product information available on these screens, the thumbnail images will further help your team reference and locate the correct products in the Operations Portal.
Watch the video below to see where you can find the thumbnail images:
https://youtu.be/S_CXLcpWjtc
Additional filtering capabilities added to the Tickets screen
When using the Tickets screen in the Operations Portal, it can be useful to filter by the columns/fields to locate certain ticket(s).
To make searching for tickets even easier, the following fields on the Tickets screen are now filterable via the Data grid:
Ticket Type
Department
Customer Project
Project
Check out this video to see a demonstration of the new filtering capabilities relating to the fields listed above:
https://youtu.be/McnLZLJ8r1U
Tickets
KOD-12738: Kodaris - Setting up Logins for Driver App Help Page
KOD-18437: Add Recently Ordered Product Catalog to App
KOD-19694: Customer App - Update product list to Company Product Categories (catalogs) for some flavors
Regression Tests
Case 1
Test Company and Customer lists.
Confirm, they are working as expected.
Tests
Case 0
You should see Recently Ordered Products on the main screen of the app. Test if products are opened correctly. Test if Recently Ordered catalog is opened correctly.
Case 1
You should not see Product List screen and you should not see options to add to Product List, etc. if Product lists are disabled on the web.
Setting → productListsEnabled.
Case 2
You should not see Product Catalogs screen and you should not see options to add to Catalog, etc. if Catalogs are disabled on the web.
Setting → enableProductCatalogs.
Case 3
Test viewing catalogs.
Load catalogs.
Look thought Company and Customer catalogs. They should be similar to the catalogs, present on Operations Portal.
Open Any catalogs.
The sub catalogs should work in the same way, as subcategories are working on the main screen.
Case 4
For company catalogs:
If you do not have “companyAdmin” role, you should not see “+” icon to the right of Company Catalogs Search bar.
For My catalogs you should always see “+” icon.
On pressing “+” icon Dialog should open with 3 fields:
name
description
parent. For Parent, you should be able to choose only from catalogs, where customerCanModify == true on the catalog. You can see that from the operations portal.
After adding new catalog, it should be appended to the end of current list of catalogs.
Case 5
Editing catalog:
If you do not have role “companyAdmin“, you should not see “Tree dots” on the right from Company catalog.
If you have this role, then you should see “Tree dots”. For My Catalogs you should see them always. Except from unmodifiable by customer (Recently Ordered for both customer and company should not be modifiable)
Press on 3 dots → Edit.
You should land on Case 4, Step 3 with pre-filled data.
Saving without changes will not update anything.
Changing and saving should update catalogs within you view.
Case 6
Deleting catalog:
Same conditions, as for editing catalogs (Case 5, step 1-2).
Pressing on “delete” option should delete this catalog.
KOD-22416: Add emailTicketView and emailTicketEdit to some emails endpoint
Tests
Case 1
Check new POST ticket email list endpoint: api/system/{ticketID}/email/list.
KOD-22607: Company Budgets - Calculate Footage
Regression Tests
Case 1
Try to calculate/re-calculate (existing) company budgets and check is everything works as expected. (Budget is calculated as before - parent and all child budgets: child items, tax and order discounts).
Tests
Case 1
Create new company address budget and try to calculate it, check :
ProductQuantity field is populated with accumulated product quantity and returned in /list endpoint (not added to UX right now ).
ProductCode field is populated with order item code and returned in /list endpoint.
TotalFootage field is populated with order item accumulated footage (ONLY for order items with IcssConversionUnit= MLF or MSF).
Try to create new order for your company address so it will be eligible for Company Address calculation and try to recalculate address budget and check if TotalFootage and ProductQuantity were adjusted as expected.
KOD-23402: Customer App - Support Shop by Store functionality
Regression Tests
Case 1
Settings:
enableOrderByStore = 0
enableShopByStore = 0
Confirm, that products are displayed correctly on:
Search pages
Info page
Cart
Case 2
Settings:
enableOrderByStore = 0
enableShopByStore = 0
Confirm, you can select Delivery Method
Confirm, you can create order.
Tests
Case 1
Settings:
enableOrderByStore = any
enableShopByStore = 1
You should be able to see your selected warehouse on the top of the home screen.
And on the top of product search screens.
Once pressed, you should be able to change your warehouse.
When changing, you have 2 options:
Set as a default → this warehouse will be selected automatically on next login.
Just select and press “Save” → this warehouse will be selected for this particular session.
Case 2
Settings:
enableOrderByStore = 1
enableShopByStore = any
On products, you should see product availability for particular warehouse, that was selected in the Case 1.
Confirm check the web and confirm you see correct data for products.
You should see this data on:
Search screens
Product info screen
Cart (the warehouse and shipping method data comes from order item info, not from the selected warehouse)
Confirm this functionality should work in the same way, as Web does.
Case 3
Settings:
enableOrderByStore = 1
enableShopByStore = any
When you click on the bold underlined text in the selector, you can see full availability of the products.
It is different for items in the cart and for items outside of the cart.
For items in the card:
You should be able to change pickup location in the cart itself.
Once you press “Change in Cart”, you should see loading and once button becomes green, this screen should be closed.
For items outside of the cart.
You should be able to see full list of warehouses, set QTY (on the top, under picture) and add to the cart with selected warehouse.
Once you press “Add to Cart”, you should see loading and once button becomes green, this screen should be closed.
Case 4
Settings:
enableOrderByStore = any
enableShopByStore = 1
On the checkout, should be able to select delivery time only, instead of both Delivery Method and Delivery time.
Test order creation.
KOD-23584: Shipping method by default
Regression Tests
Case 1
Check that the Shipping Options selection functionality works correctly.
Check that the correct Shipping Option is applied when creating an order.
Check that there are no errors in the console.
Tests
Case 1
Check that in Shipping Options on the checkout page the option with the value Method Type = default is preselected.
Check that the order information indicates a preselected option.
Check that when changing an option on the checkout page, the selected option is indicated in the order information.
Check that if there are no options with the value Method Type = default, there are no preselected fields in Shipping Options on the checkout page.
KOD-23663: Company Group Catalog Sale Feature
KOD-23865: Move termsTypeDescription to the ERP Logic Integrator
KOD-23884: Employee App - Leads - Add more filter options and performance boost for map view
KOD-23942: Partial Payment Reason Code flows through Lockbox file to CSD
KOD-23944: Add Category filter to the product page in Kodaris
Regression Tests
Case 1
Test Export of Products with categories still working as expected.
Test newly added Category filter productCategoryCodeSearchString in:
POST /api/system/productFacet/products/list
Case 2
Test newly added Category filter productCategoryCodeSearchString in:
POST /api/system/productFacet/products/export
KOD-23955: Logic for the quantity of returned items
KOD-23957: Check Inserting Order Type
Regression Tests
Case 1
Make sure that order details page works without any errors.
Tests
Case 1
In the operations portal go to any order (that has not been released to ERP) → details page. There should be a new field called “Order Type”. The dropdown for it should be populated with the content of this setting → “companyOrderTypes”. When updating the field it should create or update the setting “companyCustomerType“ on an order to selected value. The updated value should also be shown on that field if we reload the page.
KOD-24051: Remove inventory Numbers
KOD-24068: Platform - Calculate AP & Order Automation discrepancies
KOD-24086: Questions
KOD-24090: User Unable to See Cash Quotes he Created
Regression Tests
Case 1
Test company assignees logic is working as expected.
Case 2
Test employee with crm roles has access only to it’s company orders.
Tests
Case 1
Test new field 'salesTerritoryCode' can be set/updated/deleted on employee record.
Case 2
Test new flow for company assignees logic (using salesTerritoryCode).
Case 3
Test employee can access only order’s from the same company’s sales territory (create new order/quote and have your order reindexed before testing so order has companySalesTerritoryCode populated).
KOD-24105: Contact Us form
Regression Tests
Case 1
Confirm that the content on the homepage and pages with the full-page template is displayed correctly and without errors.
Tests
Case 1
Confirm that you can add a contact form section on a Gutenberg page, and if the template is set to full page, we will see this form on the live site.
Confirm that the form will not be submitted unless all fields marked with * (required) are filled in.
Confirm that if you submit the form and an error occurs, we will see the error message on the screen.
Also, confirm that if you submit the form and it is sent successfully, you will see the corresponding content.
KOD-24109: Pricing Imports
KOD-24110: Remove code snippets from all CMS pages
Tests
Case 1
Confirm that the news page opens correctly, displays posts, and allows opening a post by clicking a button to view its content.
Confirm that on the post page, there are buttons at the bottom that navigate the user either to the next post in the list (if it’s not the last one) or to the first post in the news list (if it’s not the first one).
Confirm that everything displays correctly on mobile.
Confirm that we can select the new "Catalog Categories" template and that it displays a list of child pages, which can be navigated.
Confirm that it looks correct on mobile.
Сase 2
Confirm that on the "Full Page" template, breadcrumbs will appear and be navigable. Also, confirm that if a featured image is added to the page, it will be displayed as the background of the Explore block at the bottom.
KOD-24129: Mobile menu tweaks
KOD-24131: Kodaris Ticket Data Grid Filterable
Tests
Case 1
Operations Portal → Tickets → Data screen.
Expected:
Works fine.
It’s possible to filter and sort by ticketType, department, customerProject, project.
KOD-24172: Configure returns capability on system
KOD-24177: Customer Search and AI
KOD-24192: Record an activity that the order shipment notification was sent
KOD-24206: Update UI for Warehouse Stock Display/Flow
KOD-24231: Exclude warehouses
KOD-24244: Send PIM images to Infor Document Management
KOD-24246: Integration Mapping
KOD-24249: Custom button allow to choose colors
Regression Tests
Case 1
Confirm that we can add section13, and a button will appear where we can change:
backgroundType
button style
and the button styles will update accordingly.
We can also change the Button Link and Button Width.
Confirm that the button on the live site is displayed and behaves the same way.
Tests
Case 1
Confirm that if the button style is changed to custom, the backgroundType option disappears, but new options appear to change the background color, text color, and border color for each state: active (on click), hover, and static.
Confirm that the button behaves the same way on the live site.
Confirm that you can change the button style back to solid or outline, and the custom styles will disappear, returning the button to its default appearance.
KOD-24259: Autoconfiguration customer terminal support
KOD-24262: Jobs screen - Relabel to Opportunities
Regression Tests
Case 1
Make sure both the search and data tabs load on the opportunities screen.
Case 2
Make sure when you are on the Opportunities tab, and click into both a quote and a lead, you can load all the tabs.
Case 3
Opportunities → click a lead → quotes tab → make sure you can still click into that quote.
Case 4
Opportunities → click into a quote that has a parent/lead # → make sure you can still click into that and it takes you to the correct lead.
Now find a quote that does not have a Parent/Lead # → make sure you can create a lead and it navigates you to the correct place.
Case 5
Opportunities → click into a lead → make sure you can still create a quote.
Case 6
Opportunities → make sure you can still add a lead.
Tests
Case 1
On the operations portal notice how under CRM, jobs is relabeled as Opportunities.
Case 2
When you click into an opportunity, notice how the breadcrumbs has now been updated to Opportunities.
KOD-24271: Backorder is no longer working in operations portal
KOD-24295: Order Survey: add a JSON setting to an order with survey payload
KOD-24302: CMS Page column width settings issue
KOD-24301: Add product name tooltip to code on catalog view
Regression Tests
Case 1
Check that the category page with products in the “catalog view” looks correct (layout and functionality).
Check that there are no errors in the console.
Tests
Case 1
Check that when hovering over a product number on a category page with products in the "catalog view", a custom tooltip with the product name is displayed.
KOD-24304: Locations data question
Regression Tests
Case 1
Check that the layout of the Locations page looks correct.
Check that there are no errors in the console.
Tests
Case 1
Check that on the Locations page, when selecting “Branch Location“, the title field displays Location Type(Branch Location), the city and state are not displayed.
Check that Location Type is displayed for all types of Locations.
Check that if an address is written in the Location card, it is displayed before Location Type.
KOD-24309: Order Exception Handling Process
KOD-24315: Sync issue
KOD-24316: Identifying Purchase Orders
KOD-24321: Mark all new products from ERP as display false automatically
KOD-24324: Update reset password wording
Tests
Case 1
Open the website.
Navigate to the page: /spcu/account-retrieval.
Enter any email.
Verify that a new message is now displayed.
Verify the link to: /spcu/register.
KOD-24325: Create a user script to run in a nightly job which kicks off events to run new price books
KOD-24326: Add Brand Sliders Page to Content and Demo Sites
Regression Tests
Case 1
Check that the /spcu/brands page still works as normal without issues.
Case 2
If the medium image isn't set on any brand attributes, then no image slider should appear on the top of the brands page.
Tests
Case 1
Set some medium images on brand attributes.
A slider should appear on the brands page containing the images.
Note: if there are more than 12 images set, then the page should take a random 12 images instead of showing all of them.
Case 2
Also check that the page looks good on mobile view.
Case 3
Clicking on the brand items in the slider should direct to a search page with that brand filter selected.
KOD-24340: Upload video to Kodaris customer ticket
KOD-24345: Add Pricing & Customer Product code to order notification and display exception messages
KOD-24346: Issue with Scheduled Payments
KOD-24348: Update text font/weight/size across the site - Part 2
Regression Tests
Case 1
Check that the layout of the header looks correct.
Check that the header looks good for different screens (mobile devices, tablets).
Tests
Case 1
Check that after authorization in the header user's mail is displayed in full.
Check that on the mobile environment the header layout are matched with design (View account and Log out are displayed on 2 lines, parallel to each other).
KOD-24354: Product Thumbnails During Order Entry - Fix img ratio
Regression Tests
Case 1
Check if you can add items to order/quote/cash-quote in following screens:
Orders → order → items.
(repeat for quotes/ cash quotes).
Check if it looks correctly.
Tests
Case 1
Check if thumbnails are displayed correctly in search items (Add item on Items screen under Order / Quote / Cash-Quote).
KOD-24356: Kodaris Community Page
KOD-24359: PDF formatting update for Orders/Invoices document
Regression Tests
Case 1
Generate an order pdf, check that everything looks good without issues.
Tests
Case 1
In the previously generated pdf, make sure that there isn’t a ton of extra space around the logo like in the pdf in ticket description.
KOD-24360: Product categories added to search results
Regression Tests
Case 1
Open the website.
Click on the search bar and enter a product number (e.g., any valid product ID).
Ensure that the search functions as expected and returns the correct results without errors.
Tests
Case 1
Open the website.
Click on the search bar and start typing any category, e.g., (“Banner….”).
The search should suggest available categories matching the input query.
Click on any category from the search results and verify that it redirects to the correct category page.
Repeat the test on the mobile version of the website.
KOD-24363: Pre and Post Login Menu
KOD-24370: Add thumbnails on the Price Check screen
Regression Tests
Case 1
Check if autocomplete for product code correctly resize columns based on the longest one.
Tests
Case 1
Check if thumbnails have correct aspect ratio.
Check if thumbnails have the same width and space.
KOD-24374: Issue with Price Updating When QTY Changes
KOD-24377: Update the "/api/system/order/{orderID}" (PATCH) endpoint to also have the ability to update "companyCustomerType" setting on an order
KOD-24409: Make /api/user/search/category host compatible
Tests
Case 1
Return categories depend on hostCode.
Check whether settings: multiTenantMode and hostCategoryRestrictions are turn on.
Set own hostCode depend on your domain.
Set current hostCode on some selected category.
Use swagger POST endpoint: api/user/search/category.
Should return only categories with hostCode.
hostCategoryRestrictions=1
hostCategoryRestrictions=0
KOD-24412: Parser Issue
KOD-24413: Kodaris Ticket Data Grid Filterable - Platform update
Tests
Case 1
Check field: customerProject whether is filterable and sortable on POST: /api/system/ticket/list
KOD-24414: Fix errors during search
KOD-24415: Sort Resources menu alphabetically
Regression Tests
Case 1
Check that the resources page still works as expected without errors.
Tests
Case 1
Check that the items in the navbar are now sorted in alphabetical order.
KOD-24416: Solution pages
KOD-24420: Scheduled Payment Issue
KOD-24421: UX - AP Automation Discrepancies
KOD-24429: More Equipment Updates
Regression Tests
Case 1
Check that product detail page still looks as normal without errors.
Tests
Case 1
Set user10 field on product to allow financing. The product detail page should have available financing button in box above add to cart section as before.
Case 2
Set user10 field on product to requestquote,allowfinancing - the product detail page should just have a click for quote and available financing buttons (not in box).
KOD-24433: Make sure weights are syncing properly
KOD-24434: Put the latest ticket comment at the top
KOD-24439: Company page
KOD-24447: Support Layouts
KOD-24448: Check Missing Data
KOD-24449: Updates for Employee Assignment Flow
Tests
Case 1
Navigate to Company → company details → Addresses.
Expected result:
Addresses screen loads without any problems.
You should see two new fields: Inside Rep and Outside Rep.
Case 2
Note: there are two ways to test this case.
Way 1:
Navigate to Company → company details → Addresses → Address details page.
Expected result:
Address details page looks good.
On right side you should see Assignees section.
You should be able to assign employee, see list of employees and unassigned employee.
Way 2:
Navigate to Company Addresses → Company Address details page.
Expected result:
Company Address details page looks good.
On right side you should see Assignees section.
You should be able to assign employee, see list of employees and unassigned employee.
KOD-24470: Terminal Screen Updates
Regression Tests
Case 1
Make sure Terminals Screen works with no issues.
You should be able to add/remove columns from the grid. Add new record, delete record. Edit values.
Case 2
Make sure Terminal Details Screen works with no issues: you should be able to update multiple fields with no issues.
Tests
Case 3
On the Terminals Grid make sure by default (with no filters) columns are displayed in this order:
'Terminal ID',
'Name',
'Payment System',
'Type',
'Merchant ID',
'Username',
'Password',
'Provider Terminal ID',
'Credential Default',
'Test Terminal',
'Surchargeable',
'Active'
Case 4
On the Terminals Grid open column list.
Make sure there were added 7 new columns (not selected by default):
Store Address, Store City, Store Country, Store Email, Store Name, Store Postal, Store State.
Those columns should not be filterable and sortable.
Make sure those columns are editable.
Case 5
On the Terminals Grid make sure Payment Flows column cells contain dropdown selector with following values:
Select any value from the dropdown → Refresh the grid → Make sure your selected value was successfully saved.
Case 6
On Terminal Details Screen. Make sure all fields are organized according to the mockup:
Make sure there are no duplicated fields within the terminal details screen.
Make sure Type field is a dropdown field with 2 options: physical/{virtual.
Make sure Payment Flow is field with dropdown that contains all fields specified in Case 6.
Update different fields. Refresh page. Make sure all updates were saved successfully.
KOD-24482: Fix multihost error page branding
KOD-24484: Support multiple Sales Territory Codes
KOD-24487: Change Quick Quote Form Name
KOD-24491: Check Order History Endpoint Roles
Regression Tests
Case 1
If you are logged in with a User without crm roles but orderEdit / superUser / developer roles, then you should be able to access to that endpoint no matter the companyId sent.
Tests
Case 1
User with role crmCompanyOrderView or crmCompanyOrderEdit has access to the endpoint: /api/system/order/getOrderItemHistory only if the company sent as parameter is one of the companies assigned to it.
Log in with a user with those limited roles and try to hit the endpoint using a wrong company (A company which is not assigned). You should get an error.
Then try again and you should get a successfull response (It could be empty though).
