Add Products to Catalogs with Specified Quantities
You can now save products to both company and customer catalogs with specific quantities that automatically transfer when adding to cart.
This streamlined workflow allows you to select any product and specify the exact quantity you want to add to your catalogs. When browsing categories or viewing product details, simply set your desired quantity, click "Add to Catalog," and select either a customer or company catalog. The product will be added with the specified quantity maintained.
When you later add these cataloged products to your shopping cart, the system automatically preserves the quantity you originally specified. This feature works consistently whether adding from category listings or product detail pages, eliminating the need to manually adjust quantities twice.
This feature is available now for all users. For a step-by-step demonstration, please refer to our tutorial video showing the complete process across different catalog types.
https://youtu.be/vHkigLPFef0
Operations Portal
Import Campaigns
The Operations Portal now offers five specialized methods for importing items into campaigns, making the process more flexible and targeted.
The enhanced import functionality allows you to add items to campaigns based on specific entity types: generic items, customer-based items, product-based items, order-based items, and company-based items. Each import type requires its own format with relevant identifiers - such as usernames for customer imports or product codes for product imports. When viewing campaign details after import, you'll see items properly categorized by entity type.
These specialized import options streamline the process of populating campaigns with different types of data, eliminating the need for manual data entry. By choosing the appropriate import method, you can ensure items are properly categorized and associated with the correct entity types.
To see the imports in action, access File > Import from the campaigns screen and select from the five available options. For a detailed walkthrough of each import method, please refer to our demonstration video.
https://youtu.be/vG3yoq_d4bI
Tickets
KOD-13050: Kodaris - Upgrade items
KOD-19689: Zoom API - Zoom Recording Transcript and Videos
KOD-21188: Scope CRM and Email Sync to Kodaris
KOD-22843: Add UX for comment count on AR search screen
Tests
Case 1
Check in the operations portal → Accounts Receivable → search grid if those fields are displayed and if they are filterable:
Ensure that setting kodarisPaymentsIsActive is enabled.
Open the Employee App or restart it for the kodarisPaymentsIsActive be reloaded.
Go to quick order.
Open any order.
Add some items if they are not present there.
Ensure that total order amount is bigger than 0. It should not be equal to TBD.
Open checkout.
Open Payment Methods.
Open Pay with credit card.
Test entering not full data.
Fill in all data and press Save.
Loading dialog should appear and should be closed once finished.
The Payment Methods should also be closed.
Case 2
Open Payment methods.
Try to edit card add new card instead.
KOD-23932: Next Steps Fraud Reporting Option for ERP Order on Hold
KOD-24352: Cono Consolidation
KOD-24753: Build-on-Demand items
KOD-25134: Add Customer Asset Crud Customer Side APIs - UX
Tests
Case 1
Check if there is no asset view for guest users.
Check if a list of assets are available for logged in users.
Check if it looks good on mobile.
Case 2
Go to create asset and try to create asset.
Check if everything is working.
Check if it’s looking good on mobile.
Case 3
Check the Asset detail page and try to update an asset.
Check if users are available to delete the asset.
KOD-25186: Add disclaimer to saved cart (quote) template to indicate that pricing is subject to change upon order submission
KOD-25185: Force refresh of pricing in cart to prevent pricing in cart from becoming stale
KOD-25238: Add product notes to products in catalogs - UX
Tests
Case 1
Check if “add notes” is available only on catalogs product list view:
company catalog
customer catalog
customer group catalog
Check if you can add a note and edit it on the catalog view.
Check if notes are copied from catalog to cart after “add to cart” submit.
KOD-25346: SEO Fields not translatable
Regression Tests
Case 1
Make sure the product detail page still loads and you are able to view the page source.
Tests
Case 1
In the operations portal go to Product Languages → Find a product there in a different language and add the SEO meta description, SEO meta title, and keywords → if there is nothing there, update them to something, if they are there, remember what they say
Now to go the commerce site and change the language to whatever language you were looking at in the product language table → now find that product and click into it → click to few page source → under the meta tag, you should see those updated meta title and description → now go farther down on that page (can also search for @type) and find the ld json script there and notice the meta description, title, and keywords are present there with those updated description, title, and keywords.
KOD-25394: Populate Created Date
KOD-25445: CSS change
Regression Tests
Case 1
Check that the layout of category pages looks correct.
Check that there are no errors in the console.
Tests
Case 1
Check that list items on category pages have margin-bottom 12px.
Check that lists look correct at different screen widths.
KOD-25450: Flag to Place Orders / Disable Placing Orders on Companies
Regression Tests
Case 1
Check that the product is added to the cart correctly, the cart page opens if the customer has selected a company with a companyCode that does not start with 8.
Check that clicking on the cart icon does not open a pop-up window.
Check that there are no errors in the console.
Tests
Case 1
Check that the customer, with the selected company starting with 8, when clicking on the icon cart, opens a pop-up window.
Check that the pop-up window contains functionality that allows you to change the company. Check that the company change works correctly
Check that the pop-up window is displayed correctly on different screen widths, the layout does not break.
KOD-25491: Order attributes on attribute assignment screen
Regression Tests
Case 1
Product attribute assignment, category assignment and ticket product attribute assignment screens are loaded with no errors.
KOD-25510: Registration Forms Update - New & Existing Created From Ticket 21722
Tests
Case 1
Fill out the registration form with valid data.
Locate the question “Please help us select the correct settings for your login. What is your role? Check all that apply:”, and select any checkbox option.
If “Other” is selected, a text input field should appear.
Verify that the text input becomes required when “Other” is selected.
Attempt to submit the form without filling in the “Other” text field after selecting “Other”.
Expected Result: The form should not be submitted, and a validation message should appear indicating the field is required.
Case 2
Fill out the registration form with valid data.
Locate the question “Please help us select the correct settings for your login. What is your role? Check all that apply:”, and select any checkbox option.
If “Other” is selected, a text input field should appear.
Verify that the text input becomes required when “Other” is selected.
Attempt to submit the form without filling in the “Other” text field after selecting “Other”.
Expected Result: The form should not be submitted, and a validation message should appear indicating the field is required.
KOD-25537: Surface Fee Amount field to the AR screen
Tests
Case 1
Open the Operations Portal.
Navigate to the Accounts Receivable section.
Open the Search tab.
Verify that the feeAmount column is present.
KOD-25614: Add campaigns dashboard to demo site
KOD-25631: VMI Nav and Footer changes
KOD-25637: Add homepage CMS to site
Regression Tests
Case 1
Confirm that the website loads without issues.
Case 2
Confirm that the homepage is a CMS page (where we can make changes to the "home").
Tests
Case 1
Confirm that the user can change the page template to "Page with Categories Menu", and in that case, the first section on the page will be a sidebar on the left, the second section will appear to the right of it, and the third section will be displayed below both.
Case 2
Confirm that everything displays correctly on mobile devices.
Case 3
Confirm that if the template is not the Page With Categories Menu, the sidebar is not visible, and we have a regular CMS page that is not restricted in width.
Case 4
Confirm that Top Brands and Top Categories widgets work correctly on the homepage.
KOD-25638: Update Substitute Product Display on Website Created From Ticket 20387
Regression Tests
Case 1
For this test, we will go to a Product details screen.
Make sure that the Substitute Product Available button still scrolls you down correctly to the Substitute Products section if it exists.
If this section does not exist, you should not see the button at all.
Tests
Case 1
For this test, we will go to a Product details screen.
Now, to be able to see the Substitute Product Available button, the product you are in should have 0 availability in the warehouse selected by the customer. Otherwise, you won’t see the button.
If the warehouse selected by the customer is not on the skus list of that product, you should see the button.
Make sure that works as expected adding and removing the availability for that warehouse.
Changes in availability for other warehouses or other products on the screen (like substitute products) should not have any impact on the displaying of that button whatsoever.
KOD-25639: Data Feed of Product Attributes
KOD-25640: AP Automaton - Update line matching logic & discrepancy calculation
KOD-25651: Dimensions Quantities and Descriptions
Regression Tests
Case 1
Please test that product page and specs looks as usual.
Tests
Case 1
Please test that we display descriptions near the title of Dimensions specs.
Case 2
Please test that we also show the quantity below height/width/etc.
Case 3
Please test that the quantity is decimal we will not show values after the comma.
Case 4
Please test that if the description is not populated we will not see '-' near dimensions unit.
KOD-25661: AP-Vendor Email Identification Created From Ticket 23117
KOD-25662: AP-QuickBooks Email Attachments Created From Ticket 23120
KOD-25665: Re: Change requested on Consumer account sign up Created From Ticket 23097
KOD-25695: Passing Costs on Orders - All Environments
KOD-25697: Potential Issue With Order Shipto Dropdown
Regression Tests
Case 1
Order flow works fine.
Tests
Case 1
Cart address tab.
Expected:
It’s possible to search for One time only order option.
Go to the Page Drafts in the operations portal, click into the Page Editor, check that you can update the page, save the draft, and everything works correctly.
Case 2
Open both page drafts and pages on the website.
Check that everything works correctly without issues.
Tests
Case 1
Check that in draft page editor that the og fields now update and save correctly.
Case 2
Check that you are able to now open a page draft on the website without issues.
KOD-25720: Ticket #163 - Footer update
KOD-25722: Ticket #164 - Created From Ticket 23376
KOD-25724: Ticket #142 - Home page update
Regression Tests
Case 1
Confirm that the homepage loads without any issues.
Tests
Case 1
Confirm that the section below "Shop by Category" displays correctly on all screen widths.
KOD-25728: Ticket #147 - Solutions page update
KOD-25730: Ticket #182 - Created From Ticket 23373
KOD-25732: Ticket #157 - Created From Ticket 23371
KOD-25741: Implementation
KOD-25753: Tie Return Line Item Back to Original Invoice in CSD
KOD-25770: Fix Language drop down in the customer portal
Tests
Case 1
Open the Customer Portal.
Navigate to the Profile section and scroll down to locate the Language dropdown.
Test the dropdown behavior:
The dropdown should open when the user clicks on the input field.
The dropdown should close when:
The user clicks outside the input field.
The user selects a language option.
Verify the same dropdown functionality in the Employee Detail View.
KOD-25771: Industrial Home Content Tile Location
KOD-25777: Add an ability to customize FAQs
KOD-25781: Add unitSell to Cross Reference grid & details screen
Tests
Case 1
Open the Operations Portal.
Navigate to the Cross Reference grid.
Add a new unitSell entry.
Edit any field and switch to the detailed view.
Verify that the unitSell text matches the value shown in the table.
Update the unitSell value in the detailed view, then verify that the updated text is reflected correctly in the table.
KOD-25782: Metrics Calculation update
KOD-25788: Add a medium length field to the product entity called productDisplayType - UX
Tests
Case 1
Verify that the productDisplayType column is hidden by default in both products/search and products/data table views.
Case 2
Test the column's filtering and sorting capabilities by first making it visible, then sorting by productDisplayType in both directions and applying various filters to confirm results display correctly based on the current Settings list.
Case 3
Should render Product Display Type input field on products/search/:productID/detail or products/data/:productID/detail displaying the current settings. Should also be able to change the property using the select input field.
KOD-25790: Implementation - Branding
KOD-25792: Implementation - Configure the Customer Portal
KOD-25791: Implementation - Configure Countries & States
KOD-25793: Hide Invoices Screen in Customer Portal
KOD-25794: Product Page Updates
Tests
Case 1
Check product details page if there is displayed breadcrumbs correctly.
Check if order is displaying on product details page (company and customer catalog).
KOD-25803: Implementation - Configure Taxes
KOD-25808: Discount Pricing Showing Not Correctly
Regression Tests
Case 1
Make sure the order emails still load properly.
Tests
Case 1
For an order email that has not been synced back from the ERP, has item quantity > 0 with quantity shipped either null or 0, make sure the items that have discounts show the correct number in the unit price as well as the total price.
Case 2
Make sure the order items that don’t have any discounts are still showing the same prices as before.
KOD-25817: Customer with NULL Shipto
KOD-25824: Add a saved quantity to products in a company catalog
KOD-25827: Update Rounding on User Pricing
KOD-25843: Implementation - Import Products
KOD-25850: Ticket #193 - Created From Ticket 23958
KOD-25855: Ticket #175/3
KOD-25863: Subscribing to Kodaris Quicksight
KOD-25864: Change the size of the embedded customer portal
Tests
Case 1
Embedded Customer Portal.
Tabs layout.
Expected results:
The table expands its height for 100% - no vertical scroll.
Grid has no data/couple of rows - the min height was not changed.
Non-table screens - nothing has changed.
KOD-25874: Change Wizard URL
KOD-25878: Add delete orphans functionality for Category
KOD-25877: Add delete orphans functionality for Ticket
KOD-25876: Add delete orphans functionality for ProductPrice
KOD-25879: Add API call to check delete job status
KOD-25880: Create SEmployee and move all server side endpoints to it
KOD-25882: Pagination at the top of the grid
Tests
Case 1
Open the website.
Navigate to the catalog page with a large number of products.
Check the left and right arrow buttons:
Verify that clicking them changes the page accordingly.
Ensure that both page inputs (top and bottom) update synchronously when navigating.
Check the page number input field:
Enter any valid number.
Press “Enter”.
Verify that the corresponding page is displayed correctly.
KOD-25885: On interceptor details, allow users to see the standard interceptor provided by Kodaris in a tab
KOD-25892: Additional order template updates
Tests
Case 1
Check that Payment Terms are displayed on the bottom left of all the templates.
Note: It might not exist on some orders, check the Custom Records > Record > 'Pay Terms Code' field.
Case 2
Check that the totals section on all the templates look good as well.
KOD-25898: Shipping Methods / Shipvias
KOD-25900: Update ERP integration for companies
KOD-25902: Update all companies to pay with credit card and purchase order
KOD-25904: Customer order automation Created From Ticket 24235
KOD-25905: $35 Order Minimum
Regression Tests
Case 1
As a guest and logged in user follow next steps:
Navigate to the cart.
Confirm when the cart is empty there is an empty cart view.
Add some products to the cart.
Navigate to the cart.
Confirm products are added.
Navigate through tabs 2 and 3. Confirm everything works as expected.
Confirm the error message is displayed if something is wrong.
Tests
Case 1
As a guest and logged in user follow next step:
Add some products to the cart.
Open cart page.
Confirm that yellow warning is displayed in case order total is less than 35.
Confirm users can navigate between tabs.
On the third (3. Delivery & Payment) tab there are no payment methods displayed.
If the order total is greater than 35$ customers can place an order and warming is not displayed.
Confirm warning is updated on the product quantity updates.
KOD-25906: User Import & Onboarding
KOD-25908: Select Shipping Option Update
KOD-25909: Fix product detail page
Regression Tests
Case 1
Check that the product details page still looks good both for login in users and guest.
Case 2
Check that the product details page still look good when the product has a description.
Case 3
Check that the order details looks good in the customer portal.
Also, check if the order emails and pdf look good.
Tests
Case 1
For products that don’t have descriptions verify that the product details page looks good.
Case 2
For this test case you will need to place an order. After this test thank you page, everything should look good.
KOD-25912: FIX Payment server side API when pulling payments to ERP
KOD-25913: Implementation - Countries / States
KOD-25914: Implementation- Customer Portal
KOD-25916: Implementation - Spin Up System
KOD-25917: Implementation- Install Applications
KOD-25923: Add alert for lockbox failure to upload
KOD-25924: Search wildcard rule should run after product redirect and other similar rules
KOD-25925: Additional website updates
Regression Tests
Case 1
Check that the website still loads and works as expected without issues.
Case 2
Check that the /spcu/login page still works as normal.
Check that links work, and login functionality still works.
Tests
Case 1
The previous links, e.g. Catalogs, Order History & Status, Logout should now be in the red header menu, not above the cart icon.
Case 2
When the user is not logged in, the home screen should be a login/register page.
Check that the form and all the links work correctly.
Case 3
When a user is logged in, the home page should only hold quick links to various pages.
Make sure these links work and take the user to the correct page.
KOD-25928: Return only system warehouses from /activeWarehouses
KOD-25929: Customer Warehouse Customer Endpoints
Tests
Case 1
Turn on setting enableCustomerWarehouses for testing.
Test Customer Warehouse API (/api/account/warehouse) endpoints.
You should be able to create/read/update/delete/list only warehouses on your assigned and child companies. Should not be able to operate on companies/warehouses you don’t have access to:
POST /api/account/warehouse/list
POST /api/account/warehouse
GET /api/account/warehouse/{warehouseID}
DELETE /api/account/warehouse/{warehouseID}
PATCH /api/account/warehouse/{warehouseID}
POST /api/account/warehouse/{warehouseID}/product/list
POST /api/account/warehouse/{warehouseID}/product/byCode
KOD-25932: ERP Configuration Created From Ticket 23608
KOD-25934: Related Product Limit Fix
Regression Tests
Case 1
Check that the functionality for adding a related product works correctly.
Check that related products are displayed on the page.
Check that the data in the fields on the related products page is displayed correctly.
Check that there are no errors in the console.
Tests
Case 1
Check that when clicking on the related products tab, a new endpoint is called:
/api/system/product/relatedProducts/listV2
Check that you can add more than 50 items to related products and they will all be displayed correctly on the page
Check that the fields:
productID
relatedProductID
Type
Required
are searchable, sortable, filterable.
KOD-25940: Ticket #174
KOD-25941: Add linked ticket server side endpoints
KOD-25946: Items exception for invoice
KOD-25948: Returns & Catalogs Text Color Updates
Regression Tests
Case 1
Check that the product list screens still work as expected without issues.
Case 2
Check that the returns screen in the customer portal works as expected.
Tests
Case 1
Check that the dark grouped header on the catalog view on product list screens now has white text.
Case 2
Check that the returns screen in the customer portal has white text in the header row for items.
KOD-25951: 301 redirects and canonical tags
Regression Tests
Case 1
Go to a few content pages and check that they load correctly without issues.
Tests
Case 1
Open the page source for a content page.
Check that a canonical tag is now outputted.
KOD-25960: Return customerAssetID on catalogs on customer side
KOD-25961: Fix image download
KOD-25970: Move order deletes to mass job utils
KOD-25973: Embedding issue for unauthorized access
KOD-25975: Add counter for scanning feature
KOD-25979: Add Industrial Page to Website Created From Ticket 22989
KOD-25981: Invoice Number Mapping Created From Ticket 24448
KOD-25986: Checkout step 3 messaging update
KOD-25992: Make customerWarehouse filterable on /api/system/warehouse/list
KOD-25994: Update Customer Warehouse Product List endpoint
KOD-25996: Ticket #182 - Created From Ticket 23373
Regression Tests
Case 1
The header should look good for guests and login users.
Case 2
Categories page should look good for guests and login users.
KOD-25998: Request Quote Created From Ticket 24226
KOD-26101: Discount Pricing Showing Not Correctly
Regression Tests
Case 1
Make sure the order emails still load properly.
Tests
Case 1
For an order email that has not been synced back from the ERP and has item quantity > 0, make sure the items that have discounts show the correct number in the unit price as well as the total price.
Can see that the order items price has not been updated yet and the email shows the correct total per item.
