Assign employees to shiptos with a designated “Assignment Type”
When adding Assignees under a Company Address (shipto) you may want to designate a specific “Assignment Type” per assigned employee. Assignment types can vary and be specific to your business processes, employee roles, etc.
On the Details screen of a Company Address, you can now assign employees to the company address with a designated “Assignment Type” via the “Assignment Type” dropdown. The values available in the dropdown can be unique and configured in your system’s settings.
Learn how to assign employees to shiptos and select an “Assignment Type” by watching this video:
https://youtu.be/Yyhwd0o-XFM
View product listings on website from Price Check, Orders, Quotes, and Cash Quotes screens
When searching for a product using the Price Check, Orders, Quotes, and Cash Quotes screens, users may want to view additional product details to gather supplemental information, such as product features, specifications, and more.
To make it easy for a user to access this information, they can now navigate to the product listing on your commerce website directly from the Price Check, Orders, Quotes, and Cash Quotes screens. The product listing will open up in a separate window so that users can toggle between the Operations Portal and the listing on your website without interrupting their original search.
Check out the update by watching the video below:
https://youtu.be/JRS9AbEd0CQ
View item’s purchase history on Price Check screen
In the Operations Portal, you can use the Price Check screen to check the pricing and availability of a product.
Now, when searching a product using the Price Check screen, you will see a new section titled “Purchase History” that will include the date/month the product was ordered, quantity ordered, and the average price. Having this information available allows the user to see a record of the item purchased, which can be helpful when tracking spending, identifying buying patterns, re-ordering frequently purchased items, and more.
See how this feature works by checking out the video below:
https://youtu.be/aD4gAI5ynNE
“Product Code” dropdown added to Price Check and Price Debug screens
When adding items to an Order under the Items tab, users have been able to tailor their product searches by selecting “Code”, “Legacy”, “Vendor”, and “All” from a dropdown, which enables the search to only pull products associated with the format selected.
Now, this same functionality is available on the Price Check and Price Debug screens. Users will be able to customize their product search even further with the dropdown options located next to the “Product Code” field.
Check out the video below to learn more about this functionality and how to use it:
https://youtu.be/6uHP5CAD8yk
Tickets
KOD-22314: Ticket search issue
KOD-23191: Bulk upload images
KOD-23398: Salesforce for the Contact Form
KOD-23794: AP Automation update
KOD-23823: Kodaris Commerce Demo site - Filter alignment option
Regression Tests
Case 1
Open the website.
Select any category.
In DevTools, choose the mobile version.
Verify that the filter is displayed and works correctly.
Tests
Case 1
Open the website.
Navigate to any category.
Click on “Switch to horizontal layout”.
Verify that filtering functions correctly.
Verify that scrolling works as expected.
Click on “Switch to vertical layout”.
Verify that filtering functions correctly.
Test the behavior across different screen sizes.
KOD-23992: Invoices Screen
KOD-24042: Update Line Item Note Mapping
KOD-24088: Look at Shipped, Invoiced, Paid orders
KOD-24107: Careers page
KOD-24128: Map vendor name to manufacturerName
KOD-24164: Additional Data to send for Salesforce
KOD-24192: Record an activity that the order shipment notification was sent
KOD-24219: Scope Add Dropdown to Blogs Page
Regression Tests
Case 1
Login in customer portal. Go to blog page. Check if blogs displayed in grid as expected. Check if header displayed as expected.
Tests
Case 1
Go to customer portal, blog page.
Check if there is a filter for titles.
Case 2
Try to select different values and check if blogs are filtered in the grid below.
Check if selectedTitle appears in URL as query parameter.
Case 3
Try to select default value for dropdown. Check if all blogs are displayed.
Case 4
For mobile view this dropdown should appear underneath the paragraph and it’s functionality is the same.
KOD-24220: Display Four Decimal Prices
KOD-24295: Order Survey: add a JSON setting to an order with survey payload
Tests
Case 1
Order was placed by guest or logged in user.
Survey was never shown before.
User sends the survey.
Expected results:
A ticket is created.
There no order number in ticket description.
A checkoutSurvey setting is added to the respective order.
It’s not possible to add the survey more that once by deleting the variable from local storage.
KOD-24332: Video on Converting Quote Requests & Editing/Updating
KOD-24339: Price Check screen update
KOD-24357: Add Clickable Tracking Numbers
Tests
Case 1
Open the operations portal.
Navigate to the Orders.
Add the Tracking Numbers column.
Click any number and make sure it is clickable.
KOD-24358: Zoom capability added to product images on product information page
Regression Tests
Open the webpage on different screen types.
Verify that images are displayed correctly without distortion, cropping, or errors.
Tests
Case 1
Select any product displayed on the page.
Hover over the product image with the mouse pointer.
The image should zoom in within its boundaries.
KOD-24367: Entering customer address information when vaulting the card
KOD-24371: Update Backordered & Shipped Quantity fields to TBD
KOD-24384: Add 'View Product Details' Button to Price Check Screen
Regression Tests
Case 1
Check if product autocomplete is working correctly.
Check if you can add product.
Check if inventory is displayed after click on product from list.
Check if it navigate to provide quantity amount.
Tests
Case 1
Check order items, cash quote items, quote items.
Try to add item.
Check if icon for preview is working correctly.
Check if it is always displayed at the end of the row.
Case 2
Go to price check.
Check the same as above for the product code.
Check if link for the product is working correctly.
KOD-24385: Allow Employees to Enter Vendor Credit Requests for Vendors
KOD-24396: Remove catalog view
Regression Tests
Case 1
Check that the layout of the category page with products looks good.
Check that the functionality of the list view and grid view works as expected.
Check that on a mobile device the view changes to grid.
Check that there are no errors in the console.
Tests
Case 1
Check that the product category page does not have a catalog view.
KOD-24400: Fix PDF parser
KOD-24403: Implementation - system
KOD-24411: Configure mobile browser to show language drop down
Regression Tests
Case 1
Check that the language selection functionality is displayed and works correctly for the desktop for both the user and the guest.
Check that there are no errors in the console.
Tests
Case 1
Check that the language selection functionality is displayed and works correctly for the tablet and mobile device for both the user and the guest.
KOD-24425: Issue Adding Items to Order
Regression Tests
Case 1
Order Details → Items.
Expected result:
It’s possible to add order item by selecting in a list.
Tests
Case 1
Order Details → Items.
Type in existing product code.
Hit Enter.
Expected result:
Inventory panel is shown.
It’s possible to add an item to the order.
Case 2
Order Details → Items.
Type in non-existing product code.
Hit Enter.
Expected result:
Product not found error will be shown.
KOD-24443: Vendor Documents Upload
Regression Tests
Case 1
Navigate to the customer site.
Select any product with document uploaded.
Confirm page is loaded properly.
Tests
Case 1
On the customer site select any product with documents.
Confirm document displayed with only one title.
Confirm this title is clickable.
KOD-24442: Rename List Price to Retail Price
Tests
Case 1
Log in as a customer. There should now be a “Retail Price“ shown for products (only on product details page) which should be outputting listPrice field on a corresponding sku.
KOD-24446: Made in USA & Direct Ship Icon Flags
Tests
Case 1
We should see 2 new icons on products based on such criteria: if “Country Of Origin“ on an product is set to US we should see the corresponding icon. Same with direct shipped icon, which should be shown if user7 field is set to “Direct Shipped“ .
Case 2
Added icons, should redirect to following page when clicked.
KOD-24450: Show selected warehouse inventory
Regression Tests
Case 1
If you don’t have a warehouse selected from the filters, make sure the inventory on the product list page works the same as before (either customer’s warehouse or first in the sku list) and make sure the page still loads fine.
Tests
Case 1
On a product list page that has the warehouse filter, choose one of them → notice how the inventory now shows that warehouse.
Case 2
Now if you choose ‘All’, notice that the inventory goes back to how it was before.
KOD-24451: Home page update 2
KOD-24457: Add Upload File to Checkout
Regression Tests
Case 1
On an empty cart, make sure you can still click the continue shopping button.
Case 2
Make sure you can still add an item to the cart.
Tests
Case 1
On an empty cart, you should now see the option to ‘Upload File’ → click on that and a popup should appear giving you the option to choose which file type to upload as well as a file.
Case 2
Choose a file type and click download template → this should download a template for whatever file type you chose.
Case 3
Now choose a file type and upload a file with that file time and click upload → upon success you should have the page reload and the updated cart be shown, if there is an error, it will pop up on your screen telling you where it errored on and then will tell you to reload the page to get the new cart.
Case 4
When there are items in your cart, you’ll see an actions button → click that and you should now see a new option of Upload File → click that and the same popup should appear → upload a file and notice that the new items are added to your cart.
KOD-24462: Reflect Total Changes when Switching Between Payment Methods
Regression Tests
Case 1
For this regression test, we will log into the customer portal, and go to the Open Invoices screen.
Make sure everything loads properly.
Select an open invoice, click on Actions and Pay selected invoices.
Make sure nothing breaks when you open or close the modal.
Tests
Case 1
For this test, we will log into the customer portal, and go to the Open Invoices screen.
We will select an open invoice and click on Actions - Pay selected invoices.
On the modal, you should see a new call to the searchTotalAmountToPayForInvoices endpoint being made each time we select a different payment method.
This call should include the selected method paymentMethodUUID .
If the amounts change on the new response, you should see those changes being reflected.
KOD-24464: Only show products to logged in users
KOD-24472: Inventory Check - Nearby Branches
Regression Tests
Case 1
If the setting “enableShopByStore“ is turned off - there should not be a shop by store option in the header. Also - all of the skus should be listed on product pages, not just the selected warehouse. We should also check if header and product pages are not broken and function like usually.
Tests
Case 1
We should log in to the website. The new “Shop by store“ button should appear in the header. When navigating to it we should be able to see the list of available warehouses. We can set the default warehouse (can be changed any time). If we have the default warehouse and then choose another store - we will be redirected, but the default one will not be changed.
Case 2
We should also confirm that we only display the stock for products based on selected store.
KOD-24474: Update Order/Invoice Templates - Add Status
Regression Tests
Case 1
Log in as a customer to the payment portal.
Navigate to the orders screen.
Select any order and navigate to it’s page.
Confirm order is displayed properly and page is loaded.
Case 2
On the customer portal navigate to the orders screen.
Select any order:
You can select multiple on the orders screen via checkboxes.
You can select order by navigating to the detail page.
Print order’s PDF file.
By clicking Actions → Download selection as PDF.
Print.
Confirm PDFs are generated properly and you can view it on the “Files” tab.
Repeat these steps on the operations portal.
Case 3
On the operations portal select any order.
Navigate to it’s detail page and click on the “mail” icon at the top right corner.
Click “Configure” in the dialog.
Confirm order Email preview is loaded on the next dialog page.
Set “To” with your email account value.
Confirm order was sent to your email and everything displayed as expected.
Tests
Case 1
Log in as a customer to the payment portal.
Navigate to the orders screen.
Select any order and confirm “Status” column is displayed on the page.
Open developer tools and go to mobile view.
Confirm page is displayed properly for all resolutions.
Case 2
Open generated PDFs from the Regression test case 2.
From the customer portal’s orders screen under “Files” tab.
From the your downloads.
Confirm “Status” columns displayed as expected.
Case 3
Preview, generate and send email for the order the same way as it was in 3rd Regression test case.
Confirm “Status“ and “Shipped“ column are displayed properly.
KOD-24476: Remove and Reinstall to make it run nightly instead of every 3rd Sunday
KOD-24480: Quick order button missing
Regression Tests
Case 1
Check that the Quick Order functionality is displayed and works correctly on the desktop for the user and guest.
Check that there are no errors related to Quick Order in the console.
Tests
Case 1
Check that the Quick Order functionality is available for tablets.
KOD-24481: Remove hardcoded location
KOD-24484: Support multiple Sales Territory Codes
Regression Tests
Case 1
Test company assignees logic working as expected with 1 Employee.salesTerritoryCode.
Case 2
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).
Tests
Case 1
Test company assignees logic working as expected with multiple Employee.salesTerritoryCodes.
Case 2
Test employee can access only order’s from the same company’s sales territory.
Case 3
Test crm user access to order.
KOD-24488: Breadcrumb trail for items clicked on from search results
Regression Tests
Case 1
Check that breadcrumbs are displayed correctly for products in categories.
Check that clicking on an item in the breadcrumbs tree redirects correctly.
Check that there are no errors in the console.
Tests
Case 1
Check that when you go to a product from the search page, the breadcrumbs are displayed in full.
Check that the breadcrumbs functionality works as expected.
Check the new setting: companyAddressAssignmentTypes.
At first try to find new setting: companyAddressAssignmentTypes on settings table.
KOD-24503: Inserting Vendor Credit Request Into ERP
KOD-24509: Install Applications
KOD-24515: Add option for site menu alternatives based on logged in status to demo site
KOD-24519: CPU order having custom settings for DEL
KOD-24525: Add blank option to ticket type in operations portal
Tests
Case 1
Open the operations portal.
Navigate to the Ticket screen.
Select any ticket and open detailed view.
Verify Ticket Type field has None option available.
Case 2
Open the operations portal.
Navigate to the Ticket screen.
Select any ticket and open detailed view.
Verify [Ticket Assignment Type, Type, Customer Project, Customer Ticket Type, Team, Department, Status, Work Status, Priority, Project, Ticket Type] field has ‘None’ option available.
KOD-24526: Master order/budgets - Add additional new fields to operations portal
Regression Tests
Case 1
On the Companies → Company → Addresses → Address → budgets.
Make sure the screen and grid are not broken.
Make sure you’re able to add/delete record, edit data from the grid with no issues.
Case 2
On the Companies → Company → Addresses → Address → budgets → budget details.
Make sure details page is not broken.
Make sure you’re able to edit editable fields with no issues.
Make sure after update from the details screen you’re able to see those updates from the grid too.
Tests
Case 3
On the Companies -> Company -> Addresses -> Address -> budgets grid.
Make sure you can see in the column list 4 new columns: Product Code, Product Quantity, Total Footage, Total Footage Unit.
Make sure Product Code column has product autocomplete. Set Product Code cell value using product autocomplete. Make sure it was updated with no issues.
Case 4
On the Companies -> Company -> Addresses -> Address -> budgets → budget details.
Make sure at the bottom of the details page were added 4 new fields.
Product Code, Product Quantity, Total Footage, Total Footage Unit.
Make sure Product Code field has product autocomplete and you’re able to update this field using autocomplete.
After update refresh the page and make sure Product Code field was updated with no issues.
KOD-24527: Update Price Check Search to Be Like Order Entry Search
Regression Tests
Case 1
Operations portal.
Price check.
Price debug screen.
Expected result:
Works fine.
It’s possible to check/debug price.
Tests
Case 1
Operations portal.
Price check.
Price debug screen.
Expected result:
Search by field was added to the Product code field.
By selecting the option the product suggestion strategy changes - the same exact way as on the Order Items screen.
KOD-24528: Attributes adjustment on the Product page
Regression Tests
Case 1
Go to customer portal and open any product. Page should be displayed as expected.
Tests
Case 1
Go to the customer portal and open any product not being logged in. There will be such data displayed.
KOD-24533: Add Company ID to emails page
Tests
Case 1
For this test, we will go to the Emails screen and display the Company ID column.
It should be filterable, so you can test that too.
KOD-24535: Update Pricing to Show 4 Decimal Places Instead of 2
KOD-24538: Updates to delivery subscription subject overrides
KOD-24540: DDA app -Hide the damage waiver feature
KOD-24541: Option to add credit card still showing for non-credit card companies
Tests
Case 1
When changing from company with cardPaymentMethodsEnabled enabled to the company with this setting disabled.
Then, the add new payment methods screen should be updated accordingly.
KOD-24542: Terms Type Description Update Mappings
KOD-24543: Map vendor Code and vendor Part Number on skus
KOD-24546: Adding phone numbers
Tests
Case 1
Open the website.
Scroll down to the footer.
Ensure that the phone numbers are displayed below the address.
Confirm that the phone numbers are shown specifically for the host.
Check the mobile version.
KOD-24548: Remove api
KOD-24551: Spin up system
KOD-24554: Platform - Add AP Automation freight code default
KOD-24559: High Speeds Company Catalog Exports - Change Search
Tests
Case 1
Now SearchParams on endpoint: /api/system/product/exportPricesFromCompanyProductCategory
Are for filtering CompanyProductCategory (Company catalogs).
So, we can add in filters which catalogs we want to include in the export.
Besides, there are new fieldsToReturn variables for Product fields, CompanyProductCategory fields and CompanyProductCategoryProduct fields.
categoryProductFieldsToReturn field in body is used for return Catalog item fields.
productFieldsToReturn field in body is used for return Product fields.
and the common fieldsToReturn is used for CompanyProductCategory (catalogs).
KOD-24562: Warehouse Locations page
KOD-24566: Make Cancel Button Available for Restricted CRM Users
Tests
Case 1
For this test, you should log in as a restricted CRM user with the following roles:
crmCompanyOrderView, crmCompanyOrderEdit and orderView.
You should go to the Orders screen. Look for an order that has not been pushed to the ERP so it’s cancellable.
With these roles, now the user should be able to see the Cancel Order option inside the Actions menu.
We will click on that button. Make sure everything works as expected.
