We've added a new Product Line filter option to the Add Item Suggester in the Operations Portal.
The Product Line filter allows you to quickly find and add specific products to your orders. To use this feature, navigate to the Orders screen, open any order, and click on the Item Suggester dropdown at the bottom of the Items tab. You'll see the new Product Line option alongside existing filters like All, Code, Legacy, and Vendor.
When you select the Product Line filter and click on the Add Item field, you can either choose from suggested products or search for a specific product line. Selected products are automatically added to the grid when you press Enter, streamlining your workflow across multiple areas of the platform.
The Product Line filter is now available in the Operations Portal across multiple sections including Orders, Cash Quotes, and Quotes. For a detailed walkthrough of this feature, please refer to our demonstration video.
https://youtu.be/5JGnVOnzdPA
Tickets
KOD-20299: Tracking PDFs Printed & Downloaded
KOD-24615: Support autoSavedCartToken
Regression Tests
Case 1
Test adding items to cart for a guest user.
Case 2
Test login WITHOUT existing guest cart.
Case 3
Test login WITH existing guest cart.
Tests
Case 1
Turn on setting enableGuestSavedCarts.
Create a guest cart by adding items to it.
Close browser then open again your browser with a site page (like cart/default home page).
You should see your cart in place, items still should be in your cart (do NOT use incognito browser mode).
Case 2
Turn on setting enableGuestSavedCarts.
Create a guest cart by adding items to it.
Go to Users screen in the operations portal, find your guest session and change expiration date to yesterday’s date - so your session will be expired.
Reload page and verify that your new session contains a cart with your items in it.
Case 3
Turn on setting enableGuestSavedCarts.
Create a guest cart by adding items to it.
Try to login and verify that your guest cart was migrated as your customer cart (contains the same cart items). It should work the same way for customers with existing/non-existing carts, guest cart should take precedence.
KOD-24664: Implementation - Integration
KOD-25753: Tie Return Line Item Back to Original Invoice in CSD
Sign into the operations portal then go to the commerce site.
Search for a product and make sure you still see the search score and inspect on each item → click the inspect and make sure the inspector opens properly.
Tests
Case 1
Click the inspect button → then on the inspector, click the actions button → you should see 2 options - ‘open product in operations portal’ and ‘open search tools’.
When you click on ‘open product in the operations portal’, it should open that product up in the operations portal.
When you click on ‘open search tools', it should take you to the product search rules section on the search tuning page.
KOD-27242: Web order release settings Created From Ticket 31307
KOD-27248: Parser From Ticket 31541
KOD-27300: Update fields for surfacing shipping dates on Order and Order Item in the operations portal
Regression Tests
Case 1
Employee side
Update any fields on order details tab.
Open order details screen.
Search orders tab.
List orders tab.
Read order items.
List order items.
Update item.
Customer side
Create, update, delete in the customer side/cart.
List/search orders in customer portal.
List order items.
Tests
Case 1
Access operations portal → Scripts… and find this one: mapping-basicOrderUpload.
Update content to the sample mapping-basicOrderUpload.
Also, check the value of "postProcessingScript".
Next, open this script or create if needed: mappingscript-post-sxOrder.
Update content to the sample mappingscript-post-sxOrder.
Then, go to Orders screen → data and Import a CSV with order data.
This CSV should have an order line with promisedt and a valid value for it, example: “2025-08-21" (to create a new order).
Then, run FiveMinuteBulkJobsJob.
You should receive an email about the import.
Go to the order screen and find the new order, go to Customer Fields. Ensure you have fields with code promisedt and promiseDate with the value you provided in CSV.
Case 2
Use this payload to patch/update Order/OrderItem records:
{
"deliveryDate": "2025-08-14"
}
For customer side, remember to set this setting customerEditableOrderFields -> 1
For every test, you should find deliveryDate filled and not find requestedDeliveryDate.
Also, only for ORDER (not OrderItem) tests, you should verify for GET and LIST methods (except PATCH), if promiseDate is shown.
Get order items GET api/system/order/{orderID}/orderItems
Update order item PATCH api/system/order/{orderID}/orderItem/{orderItemID}
Update in a bulk PATCH api/system/order/{orderID}/orderItem/bulk
KOD-27306: Check Order Type Orders are Tagged With
KOD-27318: Import Companies-Status Field Not Displaying
KOD-27387: Parser From Ticket 32194
KOD-27443: Homepage Updates
KOD-27447: Display Different Ship Vias Dependent on Customer Warehouse
Regression Tests
Case 1
Make sure you can still submit an order.
Tests
Case 1
Make sure both enableShippingWarehouseSelection and enablePickupWarehouseSelection on the company settings are added/turned to 0.
On checkout, on the delivery and payment section, you should see the Ship and Pick up option as the shipping options.
You also should not see any dropdown there.
Submit an order and push to the ERP. Make sure the ship via is sent correctly (either SHIP or P/U - in the response from the ERP, the shipvia will look different but still show something resembling either ship or pickup).
Case 2
Make sure enableShippingWarehouseSelection= 0 and enablePickupWarehouseSelection= 1 on the company settings.
On checkout, on the delivery and payment section, you should see the Ship and Pick up option as the shipping options.
If you select pick up, you should see a dropdown appear. This dropdown should only have Montreal and St Bruno as warehouse options.
When you click Ship, the dropdown should not be displayed.
Select pick up and select a warehouse then submit the order and push to the ERP. Make sure the ship via is sent correctly (P/U - in the response from the ERP, the shipvia will look different but still show something resembling either ship or pickup) and the warehouse is set to whichever one you selected.
Case 3
Make sure enableShippingWarehouseSelection= 1 and enablePickupWarehouseSelection= 1 on the company settings.
On checkout, on the delivery and payment section, you should see the Ship and Pick up option as the shipping options.
If you select pick up, you should see a dropdown appear. This dropdown should only have Montreal and St Bruno as warehouse options.
When you click Ship, you should still see the dropdown and this time it will have all warehouses.
This time you can select a ship and select a warehouse then submit the order and push to the ERP. Make sure the ship via is sent correctly (SHIP - in the response from the ERP, the shipvia will look different but still show something resembling either ship or pickup) and the warehouse is set to whichever one you selected.
KOD-27490: Update configuration for Invoice & Statement delivery to look at new fields
KOD-27513: Pushing ticket data to data lake
KOD-27518: Punch-out
KOD-27523: Total miscalculation after item change
KOD-27525: Create PDSC Records: Created From Ticket 19387
Regression Tests
Case 1
Import a CSV file with startDate and endDate column in format MM/DD/YY, the records must be successfully imported and the payload sent to CSD must have startdt in format. YYYY-MM-DD and enddt in format MM/DD/YYYY, this must be the same for created and updated records.
Tests
Case 1
Import a CSV file with startDate and endDate column in format MM/DD/YYYY, the records must be successfully imported and the payload sent to CSD must have startdt in format. YYYY-MM-DD and enddt in format MM/DD/YYYY, this must be the same for created and updated records.
KOD-27542: FiAccount Import and Export - Consumer Accounts and Gift Cards
KOD-27544: Add Product Line filter to Add Item Suggester Created From Ticket 33484
Regression Tests
Case 1
Check that the grids on the Cash Quotes, Quotes, Orders, Purchase Orders pages look correct, the filters work.
Check that there are no errors in the console.
Check that the layout of the Cash Quotes, Quotes, Orders, Purchase Orders pages looks good, namely in the items tab.
Tests
Case 1
Check that a new filter has appeared - product line, that it is clickable and not the same as the default filter - "all".
Check in the developer console that the correct endpoints and filters for them are used, and that the correct answer is received in the response tab that the product type is product line.
KOD-27549: Customer Cards To CSD from Kodaris
KOD-27568: Kodaris - Punch out order requests failed reason
KOD-27574: Update Order Templates to include Payment Method Type
Tests
Case 1
For this test, we will look for an order that has a payment and one that doesn’t.
We will generate a PDF using the Order PDF template.
If the order has a payment, you should see the payment information of that order in the PDF in a box next to the Instructions. Card Type and Card Number should be visible.
Now, we will do the same but for emails. Use the Order Email template to generate the email. Make sure it looks good in the preview and in your actual inbox for both types of orders (with and without payments).
Finally, we will do the same for the HTML of the order. For that we will go to the customer portal and look at the order details screen for both orders.
Case 2
For the final test, we will place an order on the commerce site, for one order we will make a CC payment.
Similarly to last cases, you should see the Payment Method information box in the template.
Now, place the order by using PO or any method apart from paying with a credit card. The instructions box should take the entire row and no payment information box should be displayed. You should see no errors.
KOD-27591: Convert to Terminal Flow
KOD-27597: Returns customer portal updates
Regression Tests
Case 1
Make sure that the consumer returns flow still works, all data for consumer returns is displayed correctly.
Tests
Case 1
The location should now be displayed for consumer returns. Also there is now the ability to select/ unselect all items, we should test if the correct items are submitted.
KOD-27601: Scope adding new isEmailSendingFromJob update for timed out emails to base to roll out to all customers
KOD-27608: Check sending Orders from Employee Mobile App
Tests
Case 1
Test the new updated process of email-generation on android.
Open Companies.
Open any company.
Go to the orders tab.
Open any order.
Press on the email icon on the top.
Select customer PDF.
Click configure.
Share PDF.
KOD-27612: Kodaris - Add a customer cash quote setting to the configuration endpoint
KOD-27615: Kodaris - Add a customer cash quote setting to the customer portal configuration
Regression Tests
Case 1
Check if you are able to display a cash-quote view when the setting: customerCashQuotesEnabled is turned on.
Check if list endpoint on the “Quotes“ screen with Cash-Quotes (you can verify that by URL) displaying cash quotes on that screen
Note: You can verify this using the operation portal data by setting the company filter to match your customer’s company on the Cash Quotes screen
Check if the search bar on the top right corner is searching within cash quotes only.
Case 2
Check if setting “customerCashQuotesEnabled” exists in the operations portal.
Turn this setting on - set “1” instead of “0” (if it’s disabled).
Check in the customer portal if the “Quotes” screen is available on the left side bar.
Check if Cash Quotes are displayed on that screen.
Confirm Search bar is working for the cash quotes.
Tests
Case 1
Turn off the setting “customerCashQuotesEnabled”.
Check if the “Quotes“ screen on the left side bar is not showing.
KOD-27627: Ability to schedule CMS content to be launched Created From Ticket 32525
Regression Tests
Case 1
Confirm that blog pages and blog post pages load without any issues, and that the blog posts will appear on the blog page.
Tests
Case 1
Confirm that if we create a blog page (a page using the blog template) and a child blog post page (a page using the blog-post template with a parent category pointing to our blog), the content will display correctly. On the blog page, we will be able to see our child page, navigate to it, and view the content.
However, if we change the startDate to tomorrow or the endDate to yesterday, the blog post page will not appear in the blog, and the page itself will not open unless we are logged in to the Operations portal.
KOD-27633: Set up APIs and Infor for customer site
KOD-27643: PIM - Product Exports
KOD-27645: Map Address IDs for Punchout
KOD-27653: Detect when Kodaris invoice does not match pdf document and display exception
KOD-27655: Sales Reps can't remove lines from order in Employee App Quick Order Created From Ticket 34109
Tests
Case 1
Go to quick order.
Start a quick order or open an existing one.
Add items to the cart if it is empty.
Try to remove added items.
Removing added items should work correctly with any of next permissions:
KOD-27666: Inconsistent Line Item Recalculation in Vendor Invoice Created From Ticket 34409
KOD-27670: Failed Email Sending
KOD-27679: Mobile App - Language drop-down option missing
Regression Tests
Case 1
Confirm that the top bar on the desktop looks correct for both logged-in users and guests: guests should see the language button, while logged-in users should see the buttons for changing language, company, and address.
Tests
Case 1
Confirm that we can change the site language on mobile.
Case 2
Confirm that on mobile or tablet, the top bar with the language option is still visible for all users, but the company and address buttons are not.
KOD-27680: Registration/Sign In page missing when clicking into "Saved Lists" and "Order History & Status"
Regression Tests
Case 1
Confirm that the login page loads without any issues.
Case 2
Confirm that when clicking on Saved Lists, it redirects to the login page, and after logging in, it redirects to the Saved Lists page.
KOD-27685: Rollout addon mapping updates to all sites
KOD-27686: Error Page on Customer Portal When Logged into Operations Portal
KOD-27689: Add EJS Highlighting to User Scripts
KOD-27690:Update "Taken by" field for web orders
KOD-27693: Kodaris.com – Footer Update
KOD-27694: Update username to email on login screen
Regression Tests
Case 1
Please test next pages that they still looks good:
/spcu/account-activation
/spcu/account-retrieval
/spcu/login
Case 2
Please test that header and login popup still looks good.
Case 3
Verify that the login process is still working fine.
Case 4
Verify that the lost password process is still working fine.
Tests
Case 1
On the login popup in the header check that instead of the username you see email.
KOD-27700: Out of Stock Product Verbiage Created From Ticket 34634
Regression Tests
Case 1
Make sure products that are in stock still show warehouse with the amount available on the product list view and detail view.
Tests
Case 1
On a product that does not have inventory but is not discontinued will now show ‘Temporarily out of stock’ under Stock on both the product list and details view.
KOD-27706: Catalog Product Naming and Description Issue and CAT prefix
KOD-27707: Sync Images to IDM
KOD-27712: Pricing screen is not displaying properly dates with format mm/dd/yyyy for some columns
Regression Tests
Case 1
Open the Operations Portal.
Go to the Pricing screen.
Add or update a price record.
Create or update a record with the fields startDate, endDate, and priceEffectiveDate set in the formats MM/DD/YY and MM/DD/YYYY.
The record is saved successfully.
Verify date display.
Check the displayed values in the columns startDate, endDate, and priceEffectiveDate.
The dates are displayed correctly in both MM/DD/YY and MM/DD/YYYY formats without truncation or errors.
Tests
Case 1
Open the Operations Portal.
Go to the Pricing screen.
Add or update a price record.
Create or update a record with the startDate field set in the format MM/DD/YYYY (e.g., "08/14/2025").
Verify date display in the startDate column.
Check the displayed value in the startDate column.
The date should appear correctly in the MM/DD/YY format (e.g., "08/14/25"), not truncated (e.g., "08/14/20").
KOD-27718: Custom Parser Created From Ticket 34642
KOD-27723: Add the extra fields to display compliance status information
Tests
Case 1
Open the Operations Portal.
Navigate to the Tickets screen.
Select a ticket.
Choose any available ticket.
Open Product Lists.
Click on the "Product Lists" tab.
Show Extra1–5 columns.
Click on "Show Columns."
Select Extra1, Extra2, Extra3, Extra4, and Extra5.
Hide Extra1–5 columns.
Deselect Extra1–5 columns from the "Show Columns" menu.
KOD-27727: Add the extra fields to display compliance status information - Platform
Regression Tests
Case 1
Access Tickets screen in the operations portal → Product Lists. Ensure you can add and edit lists.
Tests
Case 1
Access the same screen from the image in the ticket description (Ticket → Product Lists).
Then, use the Network tab in developer tools from your navigator, and check if fields extra1 to extra5 are shown (even null if not filled) for your list. You need at least 1 list or nothing will be shown.
KOD-27737: Remove supplier part numbers
Tests
Case 1
Navigate to the product details page on the web.
For testing we need to update the following fields: manufacturerCode and manufacturerProductCode.
Basically we have few cases:
When manufacturerCode and manufacturerProductCode are empty. In this case you won’t see SUPPLIER and SUPPLIER PART #.
When manufacturerCode is populated and manufacturerProductCode is empty. In this case you’ll see SUPPLIER and not SUPPLIER PART #.
When manufacturerCode is empty and manufacturerProductCode is populated. In this case you’ll not see SUPPLIER and will SUPPLIER PART #.
When manufacturerCode and manufacturerProductCode are populated. In this case you’ll see SUPPLIER and SUPPLIER PART #.
KOD-27740: OA: Cross References Created From Ticket 34632
KOD-27741: Platform - Detect when Kodaris invoice does not match pdf document and display exception
KOD-27745: Update Pricing Data Tab to Support Filtering and Sorting
Regression Tests
Case 1
Go to the Pricing page and check if the “Needs Syncing to ERP” works well.
KOD-27756: Customer Issue
KOD-27757: Fix Parser
KOD-27759: Remove "companyAdmin" role from required role on the endpoint
