Throughout the operations portal, there are many embedded spreadsheets which you can use to manage data in bulk. Just as you would in Google Sheets or Microsoft Excel. In this release, we've added the ability to change the labels on spreadsheet columns as well as specify a custom dropdown editor for each column.
This is useful if you refer to fields differently than default Kodaris and would like to rename them for less confusion for your team. You can also re-label user fields which are fields you can use for anything you'd like. Specifying a dropdown editor also makes it easier for you and your team to enter data into cells without hand entering values.
Check out the video for a full overview!
https://youtu.be/RCKsT8bn_E4
Sort product lists by company ID and customer ID
As part of Kodaris commerce, your customers can create and maintain product lists under their account to manage their favorites and also quick order from a list of products they most commonly purchase. You can also manage and view your customers' lists from the operations portal.
In this release, we've enabled sorting by Company ID and Customer ID under Company Product Lists and Customer Product Lists respectively. This is helpful if you want to sort your lists by company/customer and also during scripting if you are modifying/reading lists in bulk via a script.
https://youtu.be/ef66pKi9iAI
View the inventory level for an order item
During order entry or while monitoring and managing orders placed by customers, you may want to check the inventory for an order item. In this release, we've added a new column to the order items spreadsheet which you can use to check the available inventory for that item. This feature can depend upon where your inventory data is and how often inventory is refreshed. Please reach out to your account manager if you interested!
https://youtu.be/JnHzdCV-xO4?feature=shared
Customer Portal
Display scheduled delivery dates in the customer portal
In the customer portal, your customers can view their order history, track orders, manage locations, and much more. As part of the overall order tracking functionality, we've added another column to the Orders screen where your customers can view the scheduled delivery dates for their orders. This information typically comes from your ERP or logistics carrier. Please see the video on how to enable this column + an overview on how to view, filter and sort by scheduled delivery date in the customer portal!
Feel free to reach out to your Kodaris account manager if you'd like surface this delivery date data to your customers.
https://youtu.be/v1lIo6glFzI
Mobile App
Switch to French in the DDA app
In this release, we've added the French language to the proof of delivery app. Your users can now view the app in English, Spanish, and French!
The native mobile app is integrated with your ERP and allows you to provide your customers with an Amazon-like experience. Both your internal team and your customers can leverage the native app on the go. Through the app, you can offer order tracking and notifications, take and upload proof-of-delivery photos, capture signatures, and more.
Tickets
KOD-13065: Add Dropdown with Backorder Values
Regression Tests
Case 1
Log in to the Operations portal.
Open any page with Data grid. (Orders, Companies, Customers, etc.)
Make sure grid layout is not broken.
Click on columns sorting arrows.
Make sure sorting works properly.
Case 2
Log in to the Operations portal.
Open any page with Data grid. (Orders, Companies, Customers, etc.)
Make sure grid layout is not broken.
Click on columns pin/unpin.
Make sure pinning works properly.
Tests
Case 1
Log in to the Operations portal.
Open any page with Data grid. (Orders, Companies, Customers, etc.)
Double click on any column.
Make sure “Edit column“ modal is open.
Change column label field.
Click on "Save".
Make sure column label has changed.
Case 2
Log in to the Operations portal.
Open any page with Data grid. (Orders, Companies, Customers, etc.)
Double click on any column.
Make sure “Edit column“ modal is open.
Turn on switcher “Enable multiple value“.
Click on “Add new item“ button.
Add a couple of options.
Input key and value.
Click on "Save".
Now double click on any cell in this column.
Make sure you see a dropdown with the options you've added.
Case 3
Log in to the Operations portal.
Open any page with Data grid. (Orders, Companies, Customers, etc.)
Double click on any column.
Make sure “Edit column“ modal is open.
Remove some items from values.
Click on "Save".
Now double click on any cell in this column.
Make sure you can't see option that you removed.
Case 4
Log in to the Operations portal.
Open any page with Data grid. (Orders, Companies, Customers, etc.)
Double click on any column.
Make sure “Edit column“ modal is open.
Turn off switcher “Enable multiple value“.
Click on "Save".
Now double click on any cell in this column.
Make sure the cell value reverts to the previous value and cannot be selected from a dropdown.
Case 5
Log in to the Operations portal.
Open any page with Data grid. (Orders, Companies, Customers, etc.)
Double click on any column.
Click on “Reset defaults“ button.
Make sure the page reloads and all modifications applied to the column are reset.
KOD-16667: Customer Comments Email Link Showing API Error
KOD-17484: Video/Content to Kodaris CMS
Regression Tests
Case 1
Go to a page and open up the CMS editor.
Make sure you can still update pages without errors.
Tests
Case 1
Go to a CMS page and hit Control → Shift - G.
A dialog window should open, in the input, paste the source code for a Guidde page.
When you click process, you should see a message saying its processing and the page will refresh once done.
After the code is done processing this should happen without errors and you should see your content, the page title, and the page template updated.
Case 2
Open the Guidde dialog window but this time press cancel. The window should close without errors.
KOD-17769: Customer ID and Company ID columns are not sorted
Regression Tests
Case 1
Make sure both Customer product lists tab and Company product lists works correctly.
Tests
Case 1
Ensure that sorting by CustomerID on the Customer product lists page and by CompanyID on the Company product lists page works correctly.
KOD-18279: Improve data export performance
Regression Tests
Case 1
Login to the Operations portal.
Click on the "Data" tab.
Click on File → Export.
Verify that the export file was created successfully. (Companies, Customers, Products and Skus)
KOD-18743: Stop generating PDFs in parallel
Regression Tests
Case 1
On the customer portal, navigate to the orders screen and verify if this screen works properly
Tests
Case 1
On the operations portal navigate to the orders screen and select some orders.
Press the 'Action' button and select 'Download selection as PDF file'. In the developer tools, on the Network tab, all API calls should be sequential.
KOD-18749: Periods Look to be Adding Service Charges Twice
KOD-18757: Update templates for requesting a quote
Regression Tests
Case 1
Please ensure that all order and quote templates function as expected during testing.
KOD-18851: Fix data
KOD-18883: Remove 'order by'
Regression Tests
Case 1
Check product pages for products which have UOM dropdowns.
Check product list page: list and grid view. There should not be shown Order By above the UOM dropdown.
Tests
Case 2
Check product page for the product which doesn’t have UOM dropdowns. For such products there should not be shown dropdown and Order By.
Check product page for the product which have UOM dropdowns. For such products UOM dropdown should be shown next to the quantity input block. There shouldn’t be label Order By above the dropdown.
KOD-18934: Add Show Scheduled Delivery Date to Demo Site
Regression Tests
Case 1
On the customer portal, navigate to the orders screen and ensure that everything is functioning as expected.
Tests
Case 1
On the customer portal navigate to the orders screen.
Add the "Scheduled Date" column.
Verify if this column is sortable and filterable.
KOD-19046: Shipvia Rules for Direct Ship
KOD-19060: Convert server side Customer-API to S-API
Regression Tests
Case 1
Test GET endpoints.
Case 2
Test POST endpoints.
Case 3
Test PUT endpoints.
Case 4
Test PATCH endpoint.
Case 5
Test DELETE endpoints.
KOD-19108: Add new user form shows customer first name in last name input
Regression Tests
Case 1
Log into the customer portal.
Click on "New User Request".
Observe that the fields for First Name, Last Name, and Email are pre-populated.
Tests
Case 1
Log into the customer portal.
Click on "New User Request".
Observe that the Last Name field is filled with the last name (and not the First Name as it was before).
KOD-19117: Make hardcoded text translatable
KOD-19124: Can't Select Type in Customer Tickets
KOD-19127: Analytics for logged in user dashboard
Regression Tests
Case 1
Upon logging into the commerce website, verify that all links on the user dashboard for logged-in users direct you to the correct pages.
Tests
Case 1
All links on the logged-in user dashboard should have a "?trk=..." query parameter appended to the link.
KOD-19139: Inventory tweaks
Regression Tests
Case 1
Please verify that we can view the inventory.
Tests
Case 1
Please ensure that if there are no products in any warehouse, the customer sees "contact for availability," and for guest users, no inventory should be displayed.
KOD-19140: Multilingual
KOD-19159: Spin up one more website for commerce.kodaris.com
KOD-19164: Make OrderItem qtyChangeable default true
Regression Tests
Case 1
Navigate to the Orders page > Items tab. Add an order item and verify that the operation was successful.
Tests
Case 1
When adding a new Order Item, ensure that the "Qty Changeable" option defaults to "Yes (true)".
KOD-19166: Item Quantity Remains at 1 when Stocking Notes Qty is a Different Amount
Regression Tests
Case 1
Navigate to the customer lists section on the customer portal.
Create a new list and add some items to it.
Adjust the quantity of those items and select them.
Click on "Start Order" and verify that the quantities match the values displayed on the cart view.
Tests
Case 1
Navigate to the customer lists screen on the customer portal.
Add items that may have location notes.
Add some location notes to the item, verify is quantity equals to the sum of location items quantities.
Edit some location notes and verify that the quantity matches the sum of the quantities of the location notes.
Edit item quantity and verify it is set to the specified value.
Delete all location notes and verify that the quantity equals 1.
Repeat steps 3 and 4 for other items.
Select the items and click on "Start Order".
Verify that the location notes and item quantities match the values displayed on the cart screen.
KOD-19171: Update Customize Theme panel
Regression Tests
Case 1
Access the theme panel.
Verify that the layout and design match those of the demo site.
KOD-19174: Add French Translations to DDA
Regression Tests
Case 1
Log in to the app with your company.
Ensure that English is selected upon the initial clean launch. If not, navigate to the vertical "..." menu and choose English.
Navigate through the app using English translation. Verify that all content is displayed correctly.
Case 2
Click on the vertical “...” menu and select Spanish.
Navigate through the app using Spanish translation. Verify that all content is displayed correctly.
Tests
Case 1
Click on the vertical “...” menu and select French.
Navigate through the app using French translation. Verify that all content is displayed correctly.
KOD-19179: Display Column Label Instead of Value
Regression Tests
Case 1
Access the Operations Portal.
Navigate to Orders → Order Details → Orders Items.
Verify that the layout is correct.
Ensure that the table displays the correct values.
Case 2
Access the Operations Portal.
Navigate to Orders → Order Details → Orders Items.
Setup column with select values.
Verify that the layout is correct.
Ensure that the table displays the correct values.
Tests
Case 1
Access the Operations Portal.
Navigate to Orders → Order Details → Orders Items.
Setup column with select values.
Ensure that labels are displayed instead of values.
Select a value from the dropdown.
Verify that the selected value is sent to the backend.
KOD-19183: Display Inventory on Order Line Items
Regression Tests
Case 1
Log into the operations portal.
Navigate to Orders and open an order.
Click on the Items tab.
Confirm that all previously displayed columns are still present.
Tests
Case 1
Log into the operations portal.
Navigate to Orders and open an order.
Click on the Items tab.
Click on the "Show/Hide Columns" option and Notice that 'Stock Qty Ordered' is now present in the options.
Select "Stock Qty Ordered".
Observe that the new column is added to the items grid.
KOD-19190: Order templates
Regression Tests
Case 1
Verify that order templates function properly as usual.
Tests
Case 1
Please verify that the design closely matches that of their main site.
KOD-19192: Convert the home page to CMS page
Regression Tests
Case 1
Ensure the home page loads without any issues.
Tests
Case 1
Log in to the operations portal → Pages→ Locate the home page and add some information.
Verify if the added information is visible on the welcome page.
KOD-19196: Be Able to Set Delivery Location and Hold Order
Tests
Case 1
Preconditions:
Global settings:
cloudMode = 0
holdWebOrders = 1
Company settings:
allowChooseDeliveryLocation= 1
New Company setting is "holdDeliveryWebOrders".
KOD-19202: Issue with Data on Regular Invoice Preview & PDF with customerPaymentTemplateEnabled Setting on
KOD-19220: Make externalID editable on wish list api
Regression Tests
Case 1
Make sure "Company Product Lists" and "Customer Product Lists" pages are working correctly, all the data is displayed
Tests
Case 1
In Swagger, access the System API definition and navigate to the Customer Wish List API and Category Wish List API. Execute the PATCH request for: /api/system/companyWishList/{companyWishListID} and /api/system/customerWishList/{customerWishListID} to update the externalID.
Verify that the externalID is successfully changed after the update.
KOD-19223: Fix CMS Page Editor Width Issue
KOD-19238: Fix Page Editor when not on default site url
Regression Tests
Case 1
Open the page editor and ensure that it loads correctly without any issues, and that all functionalities are working properly.
Case 2
f it's possible to edit a page, try making edits to various pages and ensure that the editing functionality works properly too.
Case 3
Try previewing the page from the editor to ensure that the preview functionality works properly as well.
