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February 27, 2025 release notes

Highlights

Operations Portal

View item’s purchase history when adding items to an order

When creating orders on behalf of customers and adding previously purchased products to an order, you may want to know when the items were last ordered, how many were ordered, and the average pricing for those recurring items.

Now, when adding items to an order under the Items tab in the Operations Portal, you will see the item’s purchase history if applicable. The date/month ordered, quantity ordered, and the average price will appear before adding the item to the order. Having this information available allows the person ordering to see a record of the item purchased, which can be helpful when tracking spending, identifying buying patterns, re-ordering frequently purchased items, and more.

See how this feature works by checking out the video below:

https://youtu.be/d7_3wVe9inY

Send password reset email to employees after failed login attempts

When employees either forget their password or continuously type the wrong credentials, their account may be locked because of too many failed login attempts.

When an employee has many failed login attempts, they will receive a “Login failed” message on the login screen. You can now configure your settings so that they’ll receive an email letting them know that the system detected many failed login attempts and, as a result, their account has been locked. Within that same email, they have the option to easily reset their password.

To further customize this experience, you can set the required number of failed login attempts before the email is sent, as well as the number of minutes a customer would be locked out of their account.

Walk through how to configure this setting in the video below:

https://youtu.be/NZtkukxu3UY

“Product Details” section added to Price Check screen

In the operations portal, you can use the "Price Check" screen to check the pricing and availability for a product. You can specify different parameters that affect the resulting price such as: company, shipto, quantity, etc.

In this release, a new section titled “Product Details” has been added that includes the product code, the full product name, and a thumbnail image, if available. Having this information allows you to see the full product name and image, just like the customer would on your commerce website. 

Check out the video to see where you can find this new section when using the Price Check screen:

https://youtu.be/I-lIm6OeLAU

Assign products to a category via import under a Category’s Products tab

In this release, we’ve added the ability to import .CSV files on the Products tab under a Category. With this feature, you can add and remove multiple products assigned to a category at once, saving you time and allowing you to more easily manage your products.

Watch the video below to learn more:

https://youtu.be/RqaX4iPFnww

Import feature added to Company Group Catalogs

When creating and managing Company Group catalogs, you may want to add products assigned to a catalog in bulk instead of individually.

On the Details screen of a Company Group, you can now use the import feature to add products from a catalog via a .CSV file. This ability will not only save time but also allow you to easily manage your catalog products at scale.

Check out the video to learn more:

https://youtu.be/yynH0l9BcAw

Mobile App

“Items” tab added to the Order Details screen in the Employee Mobile App

As part of the many features of the Employee Mobile App, your employees have access to existing customer orders. While pulling up orders, they may need to reference the specific products within an order.

A new tab titled “Items” has been added to the Order Details screen that lists all of the items associated with an order. On this tab, you can view fields such as the product name, code, quantity ordered, price, and more. Similar to other screens in the Employee Mobile App, you can add/remove fields to customize your view, and create and save filters. 

This new tab gives your employees easier, on-the-go access to ordered products, providing them with additional information that can help them execute their jobs more efficiently. 
Check out the image below, or download the app to see for yourself! If you haven’t downloaded the mobile app yet, head to the App Store or Google Play, search “Kodaris Employee Portal”, and download the app with the Kodaris logo. To log in, enter your company’s domain/URL, your username, and your password. Your credentials will be the same as what you use to log into the desktop version.

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Tickets

  1. KOD-19204: Import products under category
    • Regression Tests
    • Case 1
      • Log into the operations portal → go to categories screen (PIM → categories) → click into a category → click products tab → verify everything loads properly and you can still assign a product.
    • Case 2
      • Go to any grid that has an importer and make sure that import still works properly.
    • Tests
    • Case 1
      • Navigate to PIM → categories → click into a specific category → products.
      • File → import.
      • Notice import options are there.
      • Click ‘Default Category Assignment Mapping’.
      • Import a file with ‘code’ as the header and then product codes underneath.
      • Click open, then products should be added to the page.
    • Case 2
      • This time go to file → import → Delete Category Assignment.
      • Use the same file you used in the case 1.
      • Click open and notice those products have been deleted.
  2. KOD-19606: Display Custom Fields & Development Tabs for Jobs
    • Tests
    • Case 1
      • Verify Custom Fields Tab.
      • Navigate to the Operations Portal.
      • Open the Lead.
      • Check if the "Custom Fields" tab is visible.
      • Create new field. Modify it. Delete it.
    • Case 2
      • On the same Lead check if the "Development" tab is visible.
      • Select an existing entry. Modify the details.
  3. KOD-20667: Help Page - Employee notification - An order was placed under an assigned company
  4. KOD-22937: Order confirmation emails
    • Regression Tests
    • Case 1
      • Test company sales reps still assigned to company and receiving employee notifications as expected.
    • Tests
    • Case 1
      • Test employee company address auto-assignment and employee notifications for auto-assigned company address.
    • Case 2
      • Test un-assignment of employee from company address.
  5. KOD-23089: Support note counts for purchase order
    • Regression Tests
    • Case 1
      • Check if enableNewOrderInternalNotes setting has value = 0.
    • Case 2
      • Go to purchase orders → purchase order →Internal Notes.
      • Check if you can add internal notes on purchase order.
      • Check if internal notes are displayed after page reload.
    • Tests
    • Case 1
      • Set value for setting from regression test to 1.
      • Go to Purchase Order → Internal Notes.
      • Check if you can add internal notes.
      • Check if they are displayed correctly after refresh page.
  6. KOD-23387: Employee App - Add an "Items" tab to the order details screen
    • Regression Tests
    • Case 1
      • Confirm, that all table values are displayed correctly.
    • Tests
    • Case 1
      • Go to menu burger.
      • Press companies.
      • Select company with orders.
      • In the company with order select order.
      • In the order, go to items.
      • You should see a list of items in the order.
      • Test searching, filtering, saving filters, etc.
  7. KOD-23435: Shipping Rates for Drop-Ship Vendors
  8. KOD-23490: Send Statements if not 0
  9. KOD-23632: Piyovi testing
  10. KOD-23818: Update mappings
  11. KOD-23831: Simplify screen in the employee mobile app
  12. KOD-23845: Enable Web Order Automation by Warehouse
  13. KOD-23917: Errors on the auto assignment
  14. KOD-23988: Add lastIndexed and needsIndexing read only fields for operations portal development screens
    • Regression Tests
    • Case 1:
      • Check whether returns lastIndexed and needsIndexin* on entities development tabs.
  15. KOD-23995: Check number format showing decimal (.0)
  16. KOD-24001: High Speed Exports P2
  17. KOD-24003: Display Product Thumbnails
  18. KOD-24007: Index Issue on Payment Records
    • Regression Tests
    • Case 1
      • In this one we need to make sure the reindex for solr still works . so go to Account Receivable and make an update on one payment:
      • For example, I modified extra1 field to be 26. Then If you move to Search tab you should see that field updated. (If you don’t see it automatically refresh the screen so it gets the new updates).
  19. KOD-24018: Google Tag Manager
  20. KOD-24025: Create a video about importing products to company catalogs by code
  21. KOD-24030: Home Page style updating
    • Tests
    • Case 1
      • Ensure that we can add markers section to the page and modify its settings:
      • We can add a new marker or remove the last one.
      • We can update marker information, including setting latitude and longitude.
      • We can adjust the maximum height of the section.
      • We can add icons to each marker.
      • Verify that on the live site, if location access in your browser are enabled:
      • The actual distance from the user's location to the points in the section is displayed.
      • The markers are sorted so that the closest ones appear first.
      • If location is disabled, you won't see the text showing how many miles away the markers are from you.
    • Case 2
      • Add a section for the vertical slider and confirm that you can:
      • Change the title and the link.
      • Through settings, add new slides and delete the last ones.
      • Through settings, add a link to your text.
      • Through settings, modify the autoplay settings for the slider.
      • Through settings, change the color of the text, active and inactive bullets.
      • Confirm that the slider will work the same way on the live site.
    • Case 3
      • Add the CM: Section Image Slider section and confirm that we can change the following:
      • Add new image slides.
      • Add links to make them clickable.
      • Adjust the number of slides on desktop, tablet, and mobile.
      • Change the arrow color.
      • Confirm that the arrows appear when scrolling is possible and that they scroll the slider.
      • Confirm that the slider will work the same way on the live site.
    • Сase 4
      • Confirm that the Custom Text section now has the ability to change the margin separately for desktop, tablet, and mobile.
      • Confirm the same for the Grid section, but for it, the changes should be in custom padding.
      • Confirm that the Custom Text section has the ability to input a text shadow, and it will be displayed correctly.
      • Confirm that the grid and custom text will work the same way on the live site.
    • Сase 5
      • Confirm that we can add the CM: Section Interior Categories section and customize it through the settings:
      • Add and remove new items.
      • For each item, add and change the icon.
      • Modify the title, description, button text, and its link.
      • Confirm that the section looks correct across all screen resolutions.
    • Case 6
      • Confirm that the CM: Section With Background Image section has the ability to customize paddings for desktop, tablet, and mobile.
      • Confirm that we can change the photo for mobile through the settings.
      • Confirm that the section works the same way on the live site.
    • Case 7
      • Confirm that you can add a gradient to grid elements through the settings, and it will appear under our content but above the background color.
      • Confirm that we can add a border to grid elements specifically on a certain side.
  22. KOD-24028: Fix Email Comments on Ticket
  23. KOD-24036: Add Product Restrictions
    • Regression Tests
    • Case 1
      • As guest and logged in user → Check the category, search and product pages, make sure they all still work as normal.
    • Tests
      • Note 1: All restrictions are made only for log in users, so it won’t work for guest.
      • Note 2: Restriction product are set here → Filter Categories → fg_restrictions → attributes → fg_restrictions_state_ca.
      • ”ca” - means the state code, in this case California.
      • You can add more products or attributes if needed.
    • Case 1
      • Go to the website, login, select a shipto where shipto.state = the state code in the attribute.
      • You should not see the products that you added to the attribute on the following screens:
        • Category
        • Search
        • Search dropdown
        • Product Details
  24. KOD-24037: Export Query enhancement for the CompanyProductCategory
  25. KOD-24048: Error Message when testing CC integration
  26. KOD-24077: Implementation - Partial Payment
    • Regression Tests
    • Case 1
      • On the customer portal navigate to the Open-Invoice screen.
      • Confirm page is loaded properly.
      • Confirm you can select, update, pay invoices.
    • Tests
    • Case 1
      • On the customer portal navigate to the Open-Invoice screen.
      • In the column “Amount To Pay” write any number, that contains ','.
      • If the number from step 2 without ',' will be less than Invoice Amount it would be displayed.
      • Otherwise you should see error.
  27. KOD-24081: Fix fraud data for card information
    • Regression Tests
    • Case 1
      • Test customer login works as expected with no errors when setting fraudDataCheckOnCustomerLogin is ON and OFF.
    • Case 2
      • Test QUOTE cart checkout works as expected when setting fraudDataCheckOnCartCheckout is ON and OFF.
    • Case 3
      • Test GUEST cart checkout works as expected when setting fraudDataCheckOnCartCheckout is ON and OFF.
    • Case 4
      • Test PURCHASE ORDER cart checkout works as expected when setting fraudDataCheckOnCartCheckout is ON and OFF.
    • Case 5
      • Test CREDIT CARD payment cart checkout works as expected when setting fraudDataCheckOnCartCheckout is ON and OFF.
    • Case 6
      • Test CREDIT CARD payment cart checkout works as expected when setting fraudDataCheckOnCartCheckout is ON and OFF.
    • Case 8
      • Test COD payment (through the payment link in order email) works as expected when setting fraudDataCheckOnCODPayment is ON and OFF.
  28. KOD-24089: Enable Import Company Group Catalogs - UX
  29. KOD-24099: Log all Piyovi requests and responses
    • Regression Tests
    • Case 1
      • At first set global setting: shippingEngine: PIYOVI.
      • Then create order, add some items to order → go to shipping section.
      • Then go to page "system events" and check whether created record with code: PIYOVI_GetShippingRates.
  30. KOD-24104: Shop By Category page
  31. KOD-24116: UX - Line item discounts
    • Regression Tests
    • Case 1
      • For this regression test, we will go to the Order Discounts screen. Make sure you are able to see both Order Discounts and Order Item Discounts.
      • You should also be able to edit them in both the grid and details screen.
    • Case 2
      • For this test, visit the Order Items, Quote Items and Vendor Invoice Items screens.
      • Make sure everything loads properly and that there are no error when trying to go to Details screen and in Quotes and Orders you should also try to add a child item.
    • Tests
    • Case 1
      • For this test, we will go to Orders- Select an order - Items tab.
      • You should see a new button on the row footer with a discount icon and a badge.
      • The badge reflects the number of discounts that order item has. Make sure that it matches the correct number of discounts.
      • When you click the button, a drawer should appear on the left (only on orders it appears on the left since the right drawer is occupied by the Show Sidebar functionality).
      • If the order item has no discounts, the button is disabled.
      • Inside the drawer, you should see a list of the discounts that order item has.
      • Make sure that they match the correct data.
      • Finally, we are going to use the inline-edit field to change the reward amount of a selected discount.
      • It should be updated successfully without any errors.
      • You can check the changes being displayed on the Order Discounts screen at the same time.
    • Case 2
      • We will repeat Case 1 on the Quotes screen.
      • The drawer should appear on the right.
      • The rest should be the same.
    • Case 3
      • We will repeat Case 1 on the Vendor Invoices screen.
      • The drawer should appear on the right.
      • The rest should be the same.
  32. KOD-24119: Add Tech Docs to Product Detail Pages
  33. KOD-24121: Scheduled Unilog Sync
    • Tests
    • Case 1
      • Setup monthly sync for Unilog vendor products.
      • On Unilog vendor page - add a new custom field with code syncVendorProductsSchedule, value "monthly" (another allowable value is "weekly").
      • Make sure WeeklyIntervalJob is on.
      • Turn on "jobSyncVendorsProducts" setting (on a global settings screen or in WeeklyIntervalJob → Settings).
      • For "monthly" sync - it should run on first Sunday of a month.
      • For "weekly" sync - it should run each Sunday.
      • Wait when job will run, it should sync unilog products, System Event should be added.
  34. KOD-24122: Create CSD Payments Integration
  35. KOD-24123: Map PO Number
  36. KOD-24130: Stop Syncing Inventory Levels for WEB skus
  37. KOD-24136: Implementation - V2 Plan
  38. KOD-24157: Create alternate homepage for logged in users
    • Regression Tests
    • Case 1
      • Make sure welcome page for logged in and guest users works with no issues.
    • Case 2
      • Open customizer. Select one Host.
      • Try using all widgets (except for new ones for Authenticated Users).
      • Make sure after editing widgets values updates are available on the welcome page for guest and logged in users.
      • Open another host welcome page. Make sure it remains the same and those updates that you’ve been making for one host are not populated to the other host.
    • Case 3
      • Open customizer.
      • Make sure it works with no issues. Make sure it’s look and functionality remains the same. You should be able to edit, to upload files for different widgets, set links for them, to remove files for widgets.
    • Tests
    • Case 4
      • Open customizer. Select a host.
      • Make sure you can see 5 new widgets:
      • Home Slider for Authenticated Users.
      • Home Content Tiles for Authenticated Users.
      • Home Industries Served for Authenticated Users.
      • Home Our Values for Authenticated Users.
      • Home Product Library for Authenticated Users.
      • Click through each of them. Make sure their functionality replicates functionality for existent widgets.
      • Set some values for each of them.
      • Log in as a customer to the same host.
      • Make sure you can see only those widgets values as you’ve set them for Authenticated Users.
      • Open other host welcome page. Check as a guest and logged in users. Make sure your updates for one host are not populated to the other host.
    • Case 5
      • In Customizer select a host. Edit some widgets for authenticated users. (Remove fully widget values so that for authenticated user widget would be empty) Add some values for the regular widget.
      • Open welcome page of the same host. Log in as a customer.
      • Make sure for those widgets for which you’ve removed values (for authenticated users) you see values from the regular widget.
      • Open welcome page of the another host. Check as a guest users. Make sure no updates were made for welcome page.
      • Log in as a customer. Make sure no updates were made for welcome page.
  39. KOD-24159: Add lead times to UX
    • Regression Tests
    • Case 1
      • Make sure that product list, and product pages work without errors.
    • Tests
    • Case 1
      • Lead times for products should now be displayed. If the lead time on a sku is less then 5 or not exists - it should display 5, otherwise it should display what field returns. Note to enable this we also want to set the setting “displayLeadTimesToCustomers“ to 1, if we don’t - leadtime will be returned as null.
  40. KOD-24161: Implementation
  41. KOD-24169: Price modifiers
  42. KOD-24174: Custom Home Page
  43. KOD-24182: CM Section: Contact Form widget edit
    • Regression Tests
    • Case 1
      • Check that the form “How can we do?” is displayed correctly at the bottom of the product page, as well as other pages of the site.
      • Check that the Contact Form CMS section is correctly added/edited/displayed on the page.
      • Check that the form layout looks good.
      • Check that there are no errors in the console related to Contact Form.
    • Tests
    • Case 1
      • Check that the form “How can we do?” contains a “Topic of Inquiry” dropdown with the following values: Careers, Sales Orders, Engineering/Product, General Questions.
      • Check that the Contact Form section of the CMS displays the “Topic of Inquiry” dropdown with the following values: Careers, Sales Orders, Engineering/Product, General Questions.
  44. KOD-24183: Blog style tweaks
    • Regression Tests
    • Case 1
      • Check that the blog pages (selected columns blog template in CMS > Pages for the blog page) look good, the layout does not contain any problems.
    • Tests
    • Case 1
      • Check that the title and text color styles of the block card look correct.
  45. KOD-24190: AD Connector images issue
  46. KOD-24194: Custom Parser
  47. KOD-24200: Send email to employee when they get locked out and let them reset their password
    • Regression Tests
    • Case 1
      • If setting employeeAlertWhenAccountIsLockedOut=0 when a admin account is locked due to multiple fail attempts to login should then the flow should work as always.
    • Tests
      • |If setting employeeAlertWhenAccountIsLockedOut=1 when a admin account is locked due to multiple fail. Then an email should be sent.
  48. KOD-24203: Implementation - Branding
  49. KOD-24207: Update Ticket Creation Dialog
    • Regression Tests
      • Open operations portal.
      • Navigate to the Tickets screen.
      • Click on the add_circle_outline button.
      • Fill in the required fields for the ticket.
      • Click on Create without Company - the ticket should be successfully created.
      • Click on the add_circle_outline button.
      • Verify that the user cannot create a ticket with an incorrect company name.
    • Tests
    • Case1
      • Open the operations portal.
      • Navigate to the Tickets screen.
      • Click on the add_circle_outline button.
      • Fill in the required fields for the ticket.
      • Add a Company.
      • Select value in the Customer field.
      • Click Create Ticket.
      • Navigate to the Company Page and verify if the newly created ticket is listed.
      • The new ticket should be successfully created and displayed under the related company.
  50. KOD-24211: Add POST Endpoint for Lead Settings
  51. KOD-24213: Add Confirmation Message to Operations Portal Deposit
    • Regression Tests
    • Case 1
      • Operations portal → Company → Deposit screen.
      • Expected result:
      • It’s possible to make a deposit.
      • Confirmation dialog is shown.
  52. KOD-24214: UPS Integration tweak
  53. KOD-24218: AP Automation - Map discounts
  54. KOD-24222: Order entry error
  55. KOD-24223: Adjust Customer Portal to allow $0 dollar payment
  56. KOD-24225: Employee App - Add standard cost field to inventory screen
  57. KOD-24226: Return "companyCustomerType" setting on an order in readDetails endpoint
  58. KOD-24229: Update validation on phone field on registration forms
    • Tests
    • Case 1
    • Preconditions:
      • customerRegistrationEnabled should be enabled.
    • Steps:
      • Open the site.
      • Navigate to /spcu/login.
      • Fill out the form.
      • Enter a phone number in the following format: 555-555-5555.
      • Click on Submit.
      • Verify that the form is submitted successfully without errors.
      • Repeat the same steps for the /spcu/signup page to ensure consistent behavior.
  59. KOD-24232: Fix substitute and complimentary slider
    • Regression Tests
    • Case 1
      • Please test that sliders on products works as usual.
    • Tests
    • Case 1
      • Please test that you can click arrow button on substitute, complimentary and related products sliders, change qty and add to cart.
  60. KOD-24233: Design adjustments requested
  61. KOD-24240: Increase the related products shown on the site to 50
    • Regression Tests
    • Case 1
      • Open product page of the product with no related products.
      • Make sure it is not broken. Make sure is works with no issues.
    • Case 2
      • Open product page of the product with related products.
      • Make sure it is not broken.
      • Make sure is works with no issues.
    • Tests
    • Case 1
      • Open product page of the product which has 50 related products.
      • Make sure all 50 products displayed in the related products slider.
  62. KOD-24241: UX - Add webLineNumber to line item discounts drawer header
    • Regression Tests
    • Case 1
      • For this regression test, we will go to the Order Items, Quote Items and Vendor Invoices Items screens.
      • Make sure everything loads properly and that you are able to open the discounts drawers on each screen.
    • Tests
    • Case 1
      • For this test, we will go to Order Items screen. Select an order item with discounts and click on the Toggle discounts button.
      • In the drawer header, you should now see the line item number being displayed at the top, it should match the Line column of the item you selected to see the discounts.
      • Select multiple items and make sure the Line number matches.
      • Repeat that for the Quotes and Vendor Invoices screens.
  63. KOD-24242: Update text font/weight/size across the site
  64. KOD-24245: Fix sticky filters and add new columns to the terminal grid
    • Regression Tests
    • Case 1
      • In the operations portal test on several screens that have grids.
      • Test all grid functionality: pin/unpin, add/remove columns, edit values in cells - make sure all grid functionality works the same with no issues.
    • Case 2
      • Terminals Global Screen.
      • Make sure it is loaded with no issues.
      • Make sure you can edit editable fields, check/uncheck different columns.
    • Case 3
      • Terminal Details Screen.
      • Make sure it is loaded with no issues.
      • Make sure you can edit fields with no issues.
    • Tests
    • Case 4
      • Terminals Global Screen
      • Make sure by default columns with no filters are displayed in that order:
      • Payment System
      • Type
      • Merchant ID
      • Username
      • Password
      • Surcharchable
      • Test Terminal
      • Kodaris Terminal ID
      • Active
    • Case 5
      • Terminals Global Screen.
      • Make sure Warehouse Code and Host Code columns have autocomplete with dropdown with options for Warehouses and Hosts.
    • Case 6
      • Terminal Details Screen.
      • Make sure Warehouse Code and Host Code form fields have autocomplete with dropdown with options for Warehouses and Hosts.
    • Case 7
      • On Terminals grid select any row.
      • From the column list remove column from the grid. Make sure you don’t see any errors in console.
  65. KOD-24251: Header menu dropdown
    • Regression Tests
      • Open the website.
      • Check the navigation links in the header and verify that they correctly lead to the respective pages.
    • Tests
    • Case 1
      • Open the website.
      • Hover over a category in the header that has subcategories.
      • Verify that a dropdown menu with the corresponding subcategories is displayed.
      • Check subcategories on mobile view.
  66. KOD-24252: Period Balances Incorrect
  67. KOD-24255: Ticket Enhancements - UX
  68. KOD-24256: Operations Portal - Add screen for configuring CSD Payment Processing user
    • Regression Tests
    • Case 1
      • On the operations portal navigate to the inforCSD screen.
      • Confirm page is loaded properly.
      • Navigate between tabs and confirm navigation works as expected.
    • Tests
    • Case 1
      • On the operations portal navigate to the InforCSD setup screen.
      • Confirm “User” tab is not accessible (red pop-up shows up with message “Please contact support for access to this page“) if customer does not have any of this roles:
        • superuser
        • administratorViiew
        • administratorEdit
      • If customer has any of those roles, confirm you can see “Users” tab and can navigate to the screen.
      • Confirm page is loaded properly and you can see users in the table.
    • Case 2
      • On the operations portal navigate to the InforCSD screen.
      • Open Users tab.
      • Confirm “More” dropdown is not visible If customer does not have any of these roles:
        • superuser
        • administratorEdit
      • Confirm “More” button is visible otherwise.
    • Case 3
      • On the operations portal navigate to the inforCSD screen.
      • Select “Users” tab.
      • Click “More” → “Add inforCSD payment User”.
      • Confirm dialog with required “Name” filed displayed.
      • Confirm you can not proceed if “Name” value is not filled in: click “Add” without filling the input.
      • Confirm you can not proceed if “Name” value is grater that 14 symbols length.
      • Click “Cancel” and confirm the dialog hides properly.
    • Case 4
      • On the operations portal navigate to the InforCSD screen.
      • Move to the “Users” tab.
      • Click “More” → “Add InforCSD Payment User”.
      • Set proper name.
      • Click “Add”.
      • Confirm InforCSD Payment user dialog shows up.
      • Confirm you can not modify any values.
      • Confirm you can copy values from the fields.
      • Close this dialog.
      • Confirm new customer was added to the grid.
    • Case 5
      • On the operations portal navigate to the InforCSD screen.
      • Move to the Users tab.
      • Confirm all columns are filterable.
      • Confirm all columns are sortable.
      • Confirm all columns could be hidden/visible.
  69. KOD-24258: Ticket Enhancements - Organization
    • Regression Tests
    • Case 1
      • Make sure ticket details screen is loaded with no issues.
      • Make sure you can update multiple fields with no issues.
    • Tests
    • Case 2
      • Make sure structure of ticket details page section is following:
      • Employee Details
      • Customer Details
      • (as per table in this ticket description)
      • Description
      • If on the ticket field Display to Customer is set to true - show "Customer Comments" Section, otherwise "Internal Comments".
      • "Misc" (in which all the rest fields should be displayed).
    • Case 3
      • If Display to Customer is set to true - Check Customer Comments section.
      • If Display to Customer is set to false - Check Internal Comments section.
      • Make sure you can add them via editor.
      • Existent comments should be shown if there are any.
      • Per each comment should be shown: First letter of the username as avatar, customer email, date, comment body with the markup.
      • Type a comment. Click Cancel. Make sure on click any request were made. Make sure comment was removed from the editor.
      • Type a comment. Click same. Make sure new comment was added to the top of the column list. To to the Customer / Internal Comments tab. Make sure you can see comment you’ve added on the details tab there.
    • Case 4
      • Check Misc section.
      • Make sure it includes all the fields which were on the original ticket details and haven’t been placed in any of the new created sections.
  70. KOD-24259: Kodaris Payments - Autoconfiguration customer terminal support
  71. KOD-24261: CRM Update - Surface a dropdown for the Customer Type filed
    • Tests
    • Case 1
      • Open the operations portal.
      • Navigate to the Companies section.
      • Add the customerType column to the screen.
      • Verify that the user can change the company’s value using the dropdown.
  72. KOD-24263: Add PATCH Endpoint for Lead Settings
  73. KOD-24265: Add new payment export API
  74. KOD-24268: Kodaris Ticket Data Grid Filterable - Platform
    • Tests
    • Case 1
      • Check whether the field: department is filterable and sortable on POST: api/system/ticket/list
  75. KOD-24270: Pricing output
  76. KOD-24272: Add Recently Ordered History to Order Entry - UX
    • Regression Tests
    • Case 1
      • Check that on the Order -> items page, all existing functionality is working as expected. Especially pop-up windows.
    • Tests
    • Case 1
      • Go to the operations portal, orders page.
      • Select any not released order (items tab) that contains purchase history data. For example, I used for the test "orders/4247/items".
      • Start entering the product code (with the history) in the text field and select it from the drop-down list.
      • If the product has an purchase history, then a table with the data should appear.
    • Case 2
      • Check that when selecting an item from the dropdown, a getOrderItemHistory request with correct data is sent.
  77. KOD-24273: Display Product Purchase History on Product Pages
    • Tests
    • Case 1
      • Operations Portal → Price Check page.
      • Expected:
      • It’s possible to check price.
      • The new section is available: Product Details. Contains image, name and code.
  78. KOD-24275: Map line quantity field & PO Number
  79. KOD-24274: Display Product Thumbnails During Order Entry
    • Regression Tests
    • Case 1
      • Check if you can add items to order/quote/cash-quote in following screens:
      • orders → order → items.
      • (repeat for quotes/ cash quotes).
      • Check if it looks correctly.
    • Tests
    • Case 1
      • Check if thumbnails are displayed correctly in search items (Add item on Items screen under Order / Quote / Cash-Quote).
  80. KOD-24276: Add order shipment notification to the Employee Assignment screen
    • Regression Tests
    • Case 1
      • Navigate to Employee Assignment screen.
      • Update available fields.
      • Click on button ‘Save’.
      • Reload the page.
      • Verify that changes are still present.
    • Tests
    • Case 1
      • Navigate to Employee Assignment screen.
      • Scroll down to Notifications section.
      • Verify that you can see Notify employee when an order is shipped added.
    • Case 2
      • Navigate to Employee Assignment screen.
      • Scroll down to Notifications section.
      • Click on Notify employee when an order is shipped.
      • Click on button ‘Save’.
      • Reload the page.
      • Verify that changes are still present.
  81. KOD-24281: Make the Department field a dropdown everywhere we are using it.
    • Tests
    • Case 1
      • Tickets Page (Data Grid).
      • Verify department field is a dropdown with correct options.
      • Ensure selecting a department updates the ticket's department field.
    • Case 2
      • Tickets Templates Page (Data Grid).
      • Confirm department field is a dropdown with valid options.
      • Ensure selecting a department updates the ticket template field.
    • Case 3
      • Activities / Activity Template Details Page.
      • Verify department field is a dropdown with available options.
      • Ensure selecting a department updates the activity's department field.
  82. KOD-24286: Registration form add missed dropdown item
    • Regression Tests
    • Case 1
      • Check that the new customer registration form still works as expected.
    • Tests
    • Case 1
      • On the new customer register form, on the franchise dropdown, the
      • Instant Imprints.
      • Menu item wasn’t added.
      • Need to check that it appears now.
  83. KOD-24288: Upload Images - Part 2
  84. KOD-24289: Upload Filter Images - Part 2
  85. KOD-24297: Pricing screen update
    • Tests
    • Case 1
      • Navigate to the Operations Portal.
      • Open the Pricing screen.
      • Add two columns: 'Needs Syncing To ERP' and 'Status Synced To ERP'.
      • Verify that they are displayed correctly on the Search and Data tabs.
      • Check sorting and filtering on the Search tab.
      • Verify that the column 'Last Updated Locally' has been renamed to 'Last Modified Locally'.
  86. KOD-24298: Parser Update
  87. KOD-24303: Sort warehouse filter alphabetically
  88. KOD-24306: Map Discounts
  89. KOD-24310: Fix Validation for Minimum and Interval Order Quantity - Platform
  90. KOD-24311: Move mass deletes
  91. KOD-24313: All Products should only display on first level
    • Regression Tests
    • Case 1
      • Make sure shop by category dropdown page still loads and you can still click into a sub category.
    • Case 2
      • Make sure ‘All Products’ is still an option on the top level.
    • Case 3
      • On mobile view, make sure you can still see ‘All Products’.
    • Tests
    • Case 1
      • Click Shop By Category and click into a sub category → notice ‘All Products’ is no longer there.
      • If there is another sub level, click into that and make sure ‘All Products’ is not there.
  92. KOD-24323: Equipment option tweaks
    • Regression Tests
    • Case 1
      • Check that the product detail page still works without issues.
    • Tests
    • Case 1
      • Set a products user10 field to allow financing, and on the product details page on the website, there should only be a button, without extra text.
      • The button should also have padding and a border around it, with the top left and top right corners being rounded.
    • Case 2
      • Go to product in operations portal > additional content tab, and add a link to the header section.
      • On the product details page on the website, the link should show up with a color like elsewhere.
  93. KOD-24341: Add UUID to customer files import/export function
    • Regression Tests
    • Case 1
      • Export CustomerFile in the customer file screen and make sure it works.
    • Tests
    • Case 1
      • This is same case than regression, the only difference is that we are including customerFileUUID in the file. So executing regression test would be enough by checking the field is there as well.