Prompt users to select items before quick ordering from a product list
When a customer orders from a product list, they can select the items they'd like to order or simply click "Start Order" which will add all the items on the list to their cart. In this release, we've made an update that will prompt the user to select the items they want to order if they haven't selected anything. You can enable this behavior by turning on the global setting: Customer Product List Order With Selection. Such functionality is useful if your customers have very large lists and always order a subset of the items at a time.
Add a custom column to your customer portal
You now have the ability to configure and add columns to your customer portal screens. You can use this functionality to display additional information your customers may need. Note: the field you display in your column also needs to be surfaced on your API. Please contact your account manager if you would like to learn how to configure this. We will be releasing documentation shortly.
Payment
Receive email notifications for comments made by employees on Account Receivable
To further optimize the Kodaris AR platform, we have released a new feature that notifies any employee who has commented on a payment record under the Customer Comments tab via email when someone else comments on that same payment record. You can also sign up to be notified via email if comments are made on the Customer Comments tab on any payment record. This allows you to stay informed on any issues or activity with payments.
View the short pay reason on the Accounts Receivable screen
You can now view the short pay reason for invoices on the Accounts Receivable screen. Select the Payment Reason column from the column dropdown to display it.
Operations Portal
Export all subscriptions
You now have the ability to export a full list of all employee and customer notification subscriptions from the Subscriptions screen in the employee portal. Navigate to Marketing > Subscriptions and then click on 'File' to export and save the spreadsheet to your device.
Select custom templates when sending emails or files to your customer
You can now select what template will be used when emailing orders, cash quotes and account quotes to customers, as well as when generating an internal or customer PDF file. This feature provides the flexibility for users to not only choose one of the standard templates, but also to create and choose their own custom templates when communicating with the customer. Please contact your account manager if you would like to learn how to setup custom templates.
Commerce
Order your product images on your website
You can now specify the order in which your product images display on your commerce website. To order the product images, navigate to PIM > Productsand select the product you would like to change the file order on. Navigate to the Public Files tab for that product, and begin editing the 'File Order' column. Note: this feature is available in your Kodaris system but will require an update to your commerce website implementation. Please contact your account manager if you would like this feature.
Tickets
KOD-13084: Add Bill To Info to Payment Made Notification
Regression tests:
Make a COD payment and pay open invoices in the customer portal. Ensure payments work as usual and employee and customer payment email notifications are sent out.
KOD-13476: Need to be able to create and run invoice with a button
KOD-13792: MFA
Ensure the Google Authenticator app is installed on your phone
Login to operations portal, click user avatar dropdown and click "Enable MFA" menu item in dropdown
"Enable MFA" modal / pop-up should show
Scan the QR code in pop-up with Google Authenticator app, confirm your account inside app and click "Enable"
Success message should display
Log out, and try to login without inputting security code, error message should show
Login using code from Google Authenticator app for security code field, you should successfully be logged in
Click on your avatar, and now "Disable MFA" option should be shown in menu
Click on "Disable MFA" -> success message should be shown and MFA should be disabled. You can now login without security code
KOD-13981: Phase 1 - Supplier Portal
KOD-14012: Read in Data for Warehouse Transfers
Check that the warehouse transfer orders and items are showing
KOD-14181: Add Schema Markup for Content Pages
-Schema script should now be present on content pages
KOD-14209: Customer App - Add Product to "Lists" not Working
Confirm issue is now resolved on Android devices
KOD-14376: Add fileOrder to Product Image Data Grids and File Layout
Go to products, select a product with some public files - open public files tab. File Order column should be present and should be sortable.
Go to System - Customer Files. File Order column should be present and should be sortable.
Open a product with additional images on customer side, images must be sorted by order provided in operations portal
KOD-14418: Emails Using Host Branding when Triggered Through Sites
Trigger customer payment notification and New User Added to Account emails and confirm they contain the correct company logo.
KOD-14432: QA - Website Branding & Auth Flows
KOD-14436: QA - DDA App on Android
KOD-14435: QA - Customer Portal
KOD-14434: QA - Commerce as a logged in user
KOD-14433: QA - Commerce as a public user
KOD-14438: QA - Customer App on Android
KOD-14439: QA - Customer App on iOS
KOD-14440: QA - Payments
KOD-14473: Allow User to Choose Templates for Order and Quote Layouts
Go to Orders -> Order -> Generate Internal PDF -> template field with suggestions logic should be available in the form and must be sent
Go to Orders -> Order -> Generate Customer PDF -> template field with suggestions logic should be available in the form and must be sent
Go to Orders -> Order -> Email Order -> template field with suggestions logic should be available in the form and must be sent
Go to Quotes -> Quote -> Generate Internal PDF -> template field with suggestions logic should be available in the form and must be sent
Go to Quotes -> Quote -> Generate Customer PDF -> template field with suggestions logic should be available in the form and must be sent
Go to Quotes -> Quote -> Email Quote -> template field with suggestions logic should be available in the form and must be sent
Go to Cash-Quotes -> Cash-Quote -> Generate Internal PDF -> template field with suggestions logic should be available in the form and must be sent
Go to Cash-Quotes -> Cash-Quote -> Generate Customer PDF -> template field with suggestions logic should be available in the form and must be sent
Go to Cash-Quotes -> Cash-Quote -> Email Quote -> template field with suggestions logic should be available in the form and must be sent
Regression:
Recheck generation logic for items above, email and pdfs must be generated correctly
Recheck generation logic for all params: Display totals, Sort Items By - it should be applied for generating
Recheck email generation logic: when we type to whom we want to send email, we should have email suggestions of company customers
KOD-14478: Add UX for Server Side Export of Subscriptions
Subscriptions export should be server side. Table export should work and use endpoint /api/system/subscription/export
KOD-14546: Site Setup
KOD-14570: Company > Tickets tab issues - companyView role and accessing ticket details
Go to Companies -> Company -> Tickets tab -> detail ticket link should be present in the table
Go to Orders -> Order -> Tickets tab -> detail ticket link should be present in the table
Go to Quotes -> Quote -> Tickets tab -> detail ticket link should be present in the table
Go to Jobs -> Job with type Lead -> Tickets tab -> detail ticket link should be present in the table
KOD-14573: Confirm Host Settings are Applied on PDF Creation in Operations Portal
1) Generate Order PDF file
2) Check the file to see if all needed settings are applied
KOD-14576: Confirm Button Link on Reset Password Confirmation Email is linked to Operations Portal
Reset password email buttons/links should now be operations login page.
KOD-14582: Add CSD Mappings
KOD-14588: Update the UX for Employee Side Payment Email Templates
Log into employee portal
Subscribe to new notification of comment made as an employee
Go to any AR record, make a comment
See if you get a notification
Login as customer
Make a comment on an AR record
See if the employees subscribed receive a notification
KOD-14611: Return Zero Instead of Negative Inventory Number
KOD-14619: Reinstall
KOD-14622: Upgrade app
KOD-14624: Add Global Screen to List All Company Categories in System
KOD-14638: Create Attractive Base Email Templates for Order Approval Emails
KOD-14646: Add Spinner to Button
KOD-14649: Customer Portal - Add ability to force user to select items when starting an order from product list
Make sure you can re-order from product lists without selecting products and by selecting products.
KOD-14657: Multiple email notifications issue with authors who add more than one Comment to a Payment
Test for Employee:
Make sure that SubscriptionList with code 'creatingPaymentCustomerNoteEventEmployee' is active.
Log into employee portal, take any Payment and make a first comment on it and check you will get email notification.
Under the same employee add the second comment to this Payment.
Make sure your employee will get only one notification after second comment.
Test for Customer:
Activate SubscriptionList with code 'creatingPaymentCustomerNoteEventCustomer' - it's turned off by default.
Log in as a customer, find the same Payment from previous test and add a comment on it and check you will get email notification.
Add second comment.
Make sure your customer will get only one notification after his second comment.
Additionally check whether employee from the previous test also get only one email.
Turn off SubscriptionList with code 'creatingPaymentCustomerNoteEventCustomer' after this test
KOD-14658: Add Payment Reason to AR Screen Overview
KOD-14670: Add From Name when sending email if desired
Need to add new field: fromName on UI. Utilize swagger endpoint /api/system/company/{companyID}/sendEmail for testing.
KOD-14678: Account registration password reset
Go to customer list tab ? data tab ? file ? import ? select csv file for importing, import some customers and try to reset the password for those customers
KOD-14680: Add setting for the ability to disable sending emails to the delivery address emails
KOD-14707: Bug fix needed for language dropdown
KOD-14710: Add Description Field to CMS Page Editor
KOD-14715: Should not be able to assign a parent company to itself
Check that assigning a valid company as a parent works properly.
Check that company with parent cannot be assigned as a parent itself.
Check that you cannot assign parent company to a company that has child companies.
