Counts have been added to the warehouse column on the open invoices screen which displays the number of invoices per warehouse. Customers can easily filter down to a specific warehouse by checking the checkboxes.
Re-order previously placed orders
Customers can easily place repeat orders by choosing an order from their order history and clicking Reorder. The items from the order will be added to their cart and they can proceed to checkout as normal. Note: this feature is currently available only for orders the customer has placed. An enhancement is being made to also allow customers to re-order any order they have access to.
Pay a lump sum
Customers now have the ability to pay a lump sum as well as selecting and paying open invoices. If you'd like to allow your customers to pay via lump sum, enable the global setting Payment On Account and then enable the Payment On Account setting for any company you'd like this option added to. This is a Kodaris specific feature so talk to your account account manager if you'd like to integrate it with your ERP.
Operations Portal
View a status report for every data import
After you import data in the operations portal, you will receive an email with a report of how many records succeeded, failed, or where skipped along with any relevant messages. Previously reports were sent only for imports 1MB and above.
Validate partial order and quote addresses
If the "Validate Order Delivery Address" setting is enabled, the delivery address will be validated when you release an order or when you setup a location from a quote. An enhancement has been made to also validate partial delivery addresses. An address with less information will still validate as long as the entered address components are valid. A message is displayed to let you know the address is missing some components but the release and setup operations will still complete successfully. This accounts for addresses that are not yet registered, such as new subdivisions.
Download a price list from a company catalog
You can now download a price list from any company catalog in the operations portal. The downloaded file will include the product code, name, price, price unit, and UOM.
Send an email to selected customers
You can now send an email to multiple customers at once by navigating to the Customers screen, selecting the customers you want to email, and clicking the email button in the toolbar. A popup will open where you can choose the email template you'd like to send. Note: certain email templates are meant to be sent at certain times by the Kodaris system. If you have any questions about which existing templates can be sent from the customers screen please get in touch with your account manager. You can also create new email templates to send by visiting the Marketing -> Templates screen.
Developer
Customize order email generation
A new javascript interceptor allows you to fully customize an order email after it is generated by the system and before it is passed to the user. You can do things like pre-fill the email addresses, set the email subject, or anything else on the email.
Tickets
KOD-13161: CMS - Change Save Action to Patch
Open content page in gutenberg editor, make some changes for example for page props, only changed props should be send in request.
Regression:
Need to check saving logic for each field and prop.
KOD-13117: Tickets - Comments Feature Fix Padding and Order
KOD-12861: Add Data to Price List Download in Operations Portal
Go to Portal -> Companies.
Open Company - Catalog.
Try to download price list for one category, should get file with products of this category.
Regressions:
Changes affected only this download, so make sure its working correctly.
KOD-12708: Update Job Settings to Match Job so that We Can Filter on Type in Settings Grid
Testing:
In portal go to System -> Settings.
Click onto arrow close to "Type" column header to display drop down list with possible values to filter out.
There are some Types that have been created in scope of this task, namely: MONTHLYJOB, DAILYJOB, FIVEMINUTEJOB, HOURLYJOB so select them one by one.
Check that each selected Type contains appropriate jobs.
KOD-12199: Send Mass Email to Selected Customers
When user navigates to Customers Data tab on Employee portal user can choose several customers and send them email. For this user clicks on several rows on data table, then an icon with envelope becomes available. If no customer is chosen then the icon is disabled. When the user clicks the icon a popup with email template autocomplete appears. User chooses a template and sends a letter. Popup closes and snacker about successful operation appears.
KOD-12134: Add Better Description for Email Templates Screen
Marketing -> There Should be no "Email Templates " menu choice.
KOD-11356: Integrate with Microsoft Outlook
No tests because there is no ux yet.
KOD-10006: Payments - Adding Lump Sum in Customer Portal
Test all cases on cloud test site.
Case 1:
Make sure that:
OpenInvoicePaymentsEnabled setting is set to 1.
PaymentOnAccount global setting is set to 1.
PaymentOnAccount company setting is set to 1.
In Customer Portal -> Open Invoices press Make payment button.
Make sure there are 2 options:
Pay Selected Invoices.
Pay Lump sum.
Case 1.1
Set openInvoicePaymentsEnabled to 0(both paymentOnAccount settings stay 1).
In Customer Portal => Open Invoices.
Make sure that:
No menu is available when clicking on Make payment button.
No Arrow to the right of the ‘Make payment’ text.
Pay Lump sum dialog is opened on Make payment button click
Case 1.2
1. Set openInvoicePaymentsEnabled to 1.
Set paymentOnAccount global setting to 0(paymentOnAccount on company stays 1).
2. In Customer Portal => Open Invoices.
3. Make sure that:
No menu is available when clicking on Make payment button.
No Arrow to the right of the ‘Make payment’ text.
Pay Open Invoices dialog is opened on Make payment button click
Case 1.3
Do the same as Case 1.2 but in #1.1: paymentOnAccount on company set to 0, global paymentOnAccount set to 1.
Case 1.4
Set
OpenInvoicePaymentsEnabled setting is set to 0.
PaymentOnAccount global setting is set to 0.
PaymentOnAccount company setting is set to 0.
Make sure there is no Make payment button.
Case 2:
Open Pay Lump Sum dialog.
Make sure it contains:
Amount field, required.
Notes field
Payment methods to select.
Case 3:
Open Open Pay Lump Sum dialog.
Provide amount and note, select payment.
Make payment.
Mage sure the Thank you for your payment dialog appeared(the same as on paying an open invoice).
Case 4:
Open Open Pay Lump Sum dialog.
Provide a negative amount.
Make sure the error appeared in the bottom left corner of a screen.
Regression:
Make sure Pay Selected Invoices invoices work as expected.
Make sure these payment methods work as expected:
Adding new payment method(it should be selected after it was added)
Selecting payment method
CVV is required for card payment(no error is shown but it should not be possible to create a payment)
For Canada Ach terms checkbox should be shown for every bank payment method when you select it.
If ACH terms were not accepted - an error will be shown in the bottom left of the screen.
For other countries there should be no ACH terms checkbox.
Test paying open invoices by card and ACH
KOD-9694: PIM - Import Email Notifications For Every Import
Select a list -> import some records -> after importing check in email list tab whether added and sent new email.
KOD-13491: Partial Address Validation Option
With the validate address setting off:
Test releasing order to erp with and without good addresses.
Test setting up quote jobs with and without good addresses.
With the validate address setting on:
Test releasing order to erp with good address. Make sure it work fine and you recieve no error messages.
Test setting up quote jobs with good address. Make sure it work fine and you recieve no error messages.
Test releasing an order to erp with no address. Make sure you get an error message and are blocked.
Test releasing an order to erp with a partially good address. Make sure you get a message that the address was only partially validated but the order should still go through.
Test setting up a quote job with a partially good address. Make sure you get a message that the address was only partially validated but the job should still go through.
Test setting up a quote job with no address. Make sure you get and error and you are blocked.
KOD-13562: Add Attributes to Products that are not Filtered but Searchable
Steps for testing:
Create FacetGroup(Filter Categories in portal) "A" and set searchable = true, add to it some new Category(Attribute) and add to this attribute some product with name "Simple product".
Create another FacetGroup(Filter Categories) "B" and set searchable = false, add to it some new Category(Attribute) and add to this attribute the same product as in the previous step.
Do re-index for product with name "Simple product".
In portal, go to Products and search for used product, then go to Developlment tab and make sure that 'facetGroups' includes FacetGroup "A" but doesn't include FacetGroup "B".
Regression test:
Do re-index for Products, we do not have to get any disruption.
KOD-13714: UX for Adding Assignee to Tickets in Employee Portal
KOD-13741: Open Invoices Warehouse Filter to Add Counts in Customer Portal
KOD-13834: Quantity Price not Updated in Cart when Quantity is Removed
Add products to cart and try to change quantity(increase and decrease few times) - price should be calculated as expected according to specified qty.
KOD-13904: UX - Company Product Lists Imports
Test import for Company Product Lists.
KOD-13902: Consistent Labels for Job Name & Shipto Number in Customer Portal
Orders / Quotes -> Delivery Organization columns names are changed to Location.
KOD-13893: Implement Back-end Export for companyWishList
KOD-13891: Don't Stop Checkout if Email Fails
Regression test:
Try to Checkout with Purchase Order and check if everything works as expected, including sending email to customer (if user logged in). Even if email was not sent(due to some exceptions) - we expect to receive Success 200 in response, so failed email does not effect actual checkout with PO.
KOD-13886: Customer Portal - Add Re-Order Button to Customer Orders
KOD-13880: Deleted File Still Shows When Attaching to Email
Companies -> Orders -> Choose an order.
Go to Customer Files.
Attach a few customer files and delete one.
Click Email Order button -> Configure.
At the bottom of email pop up click Attach File.
Ensure there are no deleted files in the list.
KOD-13877: Auto Populate Custom Emails on Invoices
Need to add additional logic to JS script for auto populating -> To, CC, BCC, at the moment the test case -> simply generate the email and then send it.
