Your Kodaris platform includes the ability for your customers to pay open invoices online in their Customer Portal via either ACH or credit card. As an exciting enhancement to Kodaris' payment capabilities, you are now able to pay invoices in your Operations Portal using the customer's stored payment methods or a new one.
To use this feature, navigate to the CRM section of the Operations Portal, click on Companies, then locate the company you would like to make a payment on. Click the Details icon for that company, then go to the Open Invoices tab. Select the invoices that need to be paid by highlighting the invoice rows and click Make Payment; in the modal window that appears, select the payment method that should be used or add a new one, and click the Make Payment button to process the payment. The invoices selected will now be paid just as they would have been in the Customer Portal. Invoices can also be selected across pages - e.g. if you are looking to select all the invoices in a period - through the 'Select all across table' option under the Edit menu.
You can also short pay invoices on this screen if you have this feature enabled. Simply select the invoices you would like to pay, enter the amount to pay and the reason they are short and click Make Payment.
Please note: in order to make a payment on the Open Invoices screen, you will need to have one of the following roles: superuser, administrator, or accountant.
As part of this feature, we will soon be releasing the capability to create scheduled and deposit payments on this screen as well, so keep an eye out for those features!
Operations Portal
Easily switch customer logins across companies
Sometimes swiftly switching across accounts to assist customers is needed, such as if a sales representative needs to access multiple accounts. In this release, Kodaris has added a brand new feature to the Operations Portal to make this process easier.
To utilize this feature, go to Customers in the Customers section of the Operations Portal and locate your username. Click the Details icon; on the following screen, simply click the Switch Company button, select the account you would like to switch to from the dropdown, and hit Switch. Voila! You can now log in under that account.
Please note that for this feature to work, your employee username must match your personal customer username, and you must have the either the superuser, administrator or support roles assigned to your employee record.
Tickets
KOD-13945: Update Ticket Service
Regression Tests
Case 1:
POST /api/system/ticket/list
Case 2:
POST /api/system/ticket/{ticketID}/settings
Case 3:
POST /api/system/ticket/search
Case 4:
POST /api/system/company/{companyID}/ticket/{ticketID}/settings (not implemented in UI yet)
Case 5:
POST /api/system/company/{companyID}/ticket/search
Case 6:
serverSide POST /api/system/ticket/list
Case 7:
serverSide POST /api/system/ticket/search
Case 8:
serverSide POST /api/system/company/{companyID}/ticket/search
KOD-14229: Select Multiple Invoices for Payment in Operations Portal
Regression Tests
Case 1:
Log in to Operations Portal
Go to CRM → Companies → Company Detail
Make sure page layout is not broken
Make sure all tabs are working as expected
Case 2:
Log in to Operations Portal
Go to CRM → Companies → Data
Click on Edit menu item
Make sure “Select all across grid“ is disabled
Make sure page layout is not broken
Case 3:
Log in to Operations Portal
Go to CRM → Companies → Data
Try to select and deselect items in a different way (with mouse, keyboard, from top menu)
Make sure everything works as expected
Case 4:
Log in to Operations Portal
Go to CRM → Companies → Data
Try to filter grid by some values
Make sure everything works as expected
Tests
Case 1:
Log in to Operations Portal
Make sure you have one of the roles ({{administrator || superuser || paymentEdit || paymentView || accountant}})
Go to CRM → Companies → Company Detail → Open Invoices tab
Make sure tab layout is not broken.
Case 2:
Log in to Operations Portal
Make sure you have one of the roles ({{administrator || superuser || paymentEdit || paymentView || accountant}})
Go to CRM → Companies → Company Detail → Open Invoices tab
Check/uncheck some checkboxes from “Total budget“ control
Make sure that invoices amount in a list is changing corresponding to chosen period
Note: As for now we are not handling Pending and Scheduled Invoices Budget so amount and invoices sum could be different
Case 3:
Log in to Operations Portal
Make sure you have one of the roles ({{administrator || superuser || paymentEdit || paymentView || accountant}})
Go to CRM → Companies → Company Detail → Open Invoices tab
Open “Edit“ table menu item
See “Select all across grid“ is enabled
Click on “Select all across grid“
Make sure all items on this grid page were selected
Change grid page
Make sure selection presented on all pages
Change selection
Change grid page
Make sure selection from all grid is not presented
Case 4:
Log in to Operations Portal
Make sure you have one of the roles ({{administrator || superuser || paymentEdit || paymentView || accountant}})
Go to CRM → Companies → Company Detail → Open Invoices tab
Select an invoice
Change “Amount to Pay“ value or Payment Reason
Reload page
Make sure your change is presented
Case 5:
Log in to Operations Portal
Make sure you have one of the roles ({{administrator || superuser || paymentEdit || paymentView || accountant}})
Go to CRM → Companies → Company Detail → Open Invoices tab
Select an invoice
Click Make Payment button
Make sure modal with Payment Methods appears
Choose payment method from modal
Click Make Payment
Make sure Payment success modal appears
Case 6:
Log in to Operations Portal
Make sure you have one of the roles ({{administrator || superuser || paymentEdit || paymentView || accountant}})
Go to CRM → Companies → Company Detail → Open Invoices tab
Click on any real Invoice #
Make sure you are redirected to the Order details
Case 7:
Log in to Operations Portal
Make sure you have one of the roles ({{administrator || superuser || paymentEdit || paymentView || accountant}})
Go to CRM → Companies → Company Detail → Open Invoices tab
Click on any unreal Invoice #
Make sure you see 'Order not found' message
Case 8:
Log in to Operations Portal
Make sure you don't have any of the roles ({{superuser, administrator, accountant}})
Go to CRM → Companies → Company Detail → Open Invoices tab
Make sure you don’t see 'Make Payment' button
KOD-16464: Clear User Sessions When Changing Company Assignments
KOD-16477: Uncomment Switch Company Feature
Tests
Case 1:
Please go to a customer page that has the same username as your employee
You should see the button 'Switch Company’
Check if it works fine and updates the company
KOD-16671: Add Importers for Journals and Accounts Global Screens
Tests
Case 1:
Check that Accounts export works
Case 2:
Check that Journals export works
Case 3:
Check that Accounts export with fieldsToReturn works
{noformat}{
"fieldsToReturn": ["description"]
}{noformat}
Case 4:
Check that Journals export with fieldsToReturn works
{noformat}{
"fieldsToReturn": ["description"]
}{noformat}
Case 5:
Check that Accounts import works and is compatible with export
{{mapping-basicAccountUpload}}
{{mapping-basicAccountUploadCreateOnly}}
{{mapping-basicAccountUploadUpdateOnly}}
Case 6:
Check that Journals import works and is compatible with export
{{mapping-basicJournalUpload}}
{{mapping-basicJournalUploadCreateOnly}}
{{mapping-basicJournalUploadUpdateOnly}}
KOD-16729: Support ACH Systems Based on Division
Regression Tests
Case 1:
Issue a charge with existing payment method
Case 2:
Issue a charge with new payment method
Case 3:
Pay open invoices in the Customer Portal using both card and ACH
Test adding ACH and card payment methods in the Customer Portal
Test making a COD payment as a customer
Make a deposit payment in the Customer Portal
Test checkout by card
KOD-16746: QA Testing for Customer Mobile App
KOD-16803: Configure Inventory
KOD-16835: Add to Cart Buttons for Guest Users
Regression Tests
For the following sections, check that the 'Add to Cart' button says “Add to Cart”:
Product list
Product
Quick order dropdown
Quick order page
Make sure quick order dropdown works fine and also test the actual quick order page
Product list: Also test filtering on this page and make sure that it is working
Case 2:
Test pricing as a guest user
Do a general test of pricing and inventory as a logged in user and make sure it is appearing correctly
Also test placing order as both logged in and public user
Case 3:
On the following pages as guest user, instead of “Call for Pricing” it should be “Login for contractor pricing”:
Product list
Product details
Cart Items
Tests
Case 1:
On commerce site: guest + logged in
Make sure the direct ship flag says “Ships direct” only instead of “Ships direct from manufacturer” for the following pages:
Product list
Product detail
Cart Items
Case 2
On commerce site: guest user + logged in
For the following sections, check that the 'Add to Cart' button says “Add to Cart”:
Product list
Product
Quick order dropdown
Quick order page
Case 3:
Test pricing as a guest user (for guest users this will only be direct shipped products)
Do a general test of pricing and inventory as a logged in user and make sure it is appearing correctly
Also test placing order as both logged in and public user
Case 4:
On following pages as a guest user, instead of “Call for Pricing” it should be “Login for contractor pricing”:
Product list
Product details
Cart Items
KOD-16900: Display Drop Ship Flag on Products and Cart Items
Regression Tests
Case 1:
Make sure the category, search, and product pages are displaying normally
Case 2:
Test the 'Add to Cart' flow on the list view of search/category pages; the in cart icon should look good
Test in both desktop and mobile view
Tests
Case 1:
On the category and search pages (list and grid view), and product page, make sure for drop ship products that the messaging is showing correctly
Case 2:
Repeat Case 1 but for products that are not drop ship; the messaging should not show up
If you want to double check which products are drop ship go to the Operations Portal → PIM → Products → show the column “Direct Shipped”
Case 3:
Add both drop ship and non-drop ship products to your cart
Go to the cart screen; the messaging should show up for the drop ship products but not the other ones
KOD-16917: Limit Warehouse Selection on Order Based on orderEditRestrictWarehouseChange Role
Regression Tests
Case 1:
Check that your employee doesn’t have the *orderEditRestrictWarehouseChange* role assigned
On the any order details page in Delivery Method section, check that the Locations dropdown has all the available locations available for the order and you are able to select location
Tests
Case 2:
Assign to the employee *orderEditRestrictWarehouseChange* role
On the employee detail page, check General Info Section
Check Location, Primary Location and Secondary Location dropdowns; select for each any location
On the order detail page, check that the locations available in the dropdown are *only* the locations that you’ve selected on the 3rd step
KOD-16939: Set Unit on a Line Item when It Goes to ERP
KOD-17018: Relate Ticket to sscCustomerWishlist
Tests
Case 1:
List the wishlist assigned to one ticket:
Use the [POST] {{/api/system/ticket/{ticketID}/customerWishList/list}} endpoint
Check the list of wishlist assigned
Case 2:
Assigning a wishlist to one ticket:
Use the [POST] {{/api/system/ticket/{}ticketID/customerWishList/{customerWishlistID}}}
Case 3:
Unassign a wishlist from one ticket:
Use the [DELETE] {{/api/system/ticket/{ticketID}/customerWishlist/{customerWishListID}}}
Regression Tests
Case 1:
Create a wishlist list, then add products, list wishlist list and list products added
KOD-17023: Related Items on Product Details Page
Regression Tests
Case 1:
Products without related products should not show the widget
Tests
Case 1:
*Check Related Products Widget*
Make sure {{relatedProductTypes}} setting is set and value has {{RelatedProducts}}
Add/Edit Related Products in the Related Products tab in the Product page
Check the product page on the website to make sure that it is showing the related products widget
*Please note* the widget should only show up when the user is logged in
Check the tablet and mobile layouts to make sure they aren't broken
KOD-17030: Configure addonzero Column
KOD-17052: Surface Errors on the Insert Order Endpoint
Regression Tests
Case 1:
Verify that server side endpoint {{POST /api/user/cart/item}} works
Tests
Case 1:
Verify that server side endpoint {{POST /api/user/cart/item}} success response is wrapped in {{Map}} with additional data
Case 2:
Verify that server side endpoint {{POST /api/user/cart/item}} error response is wrapped in {{Map}} with additional data
KOD-17054: Do Not Hide extra5 (ERP#) if There Is a Warning on Order
Tests
Case 1:
Login to Operations Portal → go to Orders screen → Search tab → filter items by ‘release status’ = ‘warning’ → for such items ERP # should displayed with warning icon instead of Warning text
Case 2:
Go to Order Details page → ERP # should displayed in sidebar instead warning text
KOD-17056: Handle Category Flyout Panels For Low Resolution
Regression Tests
Case 1:
Check the flyout menu at 1551px resolution above
It should open up to 3 columns
Tests
Case 1:
Check the flyout menu at 1551px resolution and below
It should open up to 2 columns only; the subcategory link would redirect to the category page instead of opening another column in the menu
KOD-17060: Make Product Names on Featured Products Slider Multilingual
Regression Tests
Case 1:
Make sure that the homepage shows up correctly
Same with featured products slider
Case 2:
Make sure the English and French versions of slider still look and work correctly
Tests
Case 1:
Go to the French version of the page and check if the product names are in French
KOD-17059: Additional Charges for Shipping Methods
KOD-17061: Soft 404 - See What That Means for SEO
Regression Tests
Case 1:
Go to any *environment* and load some normal pages that should be successful
Check the status code is 200
Case 2:
Go to any page with random path that does not exist
