You can now add or update cross references via importing them from an external spreadsheet. You can use this to train a new drag/drop system or simply make updates to existing cross references. To import cross references, navigate to the Cross References screen under the PIM section, click File, and select your preferred import option from the dropdown.
Create a tree of product categories in your company and customer group catalogs
In Kodaris, you can create personalized product catalogs for your customers or even product catalogs for a group of customers. These personalized catalogs display to your customers when they login to their commerce account. In this release, we've added the ability to arrange the product categories in these catalogs into a nested tree. You can use this to set up multi-level catalogs with parents, children, grandchildren, etc. The nesting level is unlimited.
To arrange your categories into a tree, navigate to Companies > Company > Catalogs or Company Groups > Company Group if you are creating a catalog for a group of customers. Add categories to your catalog via the Add button and select the parent category you'd like them to be created under. If you'd like to change the location of an existing category, select the edit icon and change the parent category using the parent category dropdown.
CRM
View and manage activities from your home dashboard
In your Kodaris CRM, you can use activities to track and manage your customer relationships, prospects and opportunities. This week, we've added an Activities tab to your home screen where you can quickly track and manage CRM activities directly from your home dashboard. You can personalize this screen to you by creating sticky filters for the activities you would like to view and watch. You can also add new activities here by clicking the Add Activity icon in the toolbar.
Export all jobs from your CRM
Previously you could export either your current page of Jobs or the first 1000 records. In this update, we've updated the export to export all jobs. To export all, navigate CRM > Jobs > Data and choose File > Export from the menu.
Payment
Specify the payment amount when paying an order
In Kodaris, you can pay an order from the operations portal by navigating to Orders > Order and choosing the Pay Order icon. This opens a window where you can enter the credit card details and submit the payment. In this release, we've added a box where you can specify the amount to pay. Previously the payment would be the full order total. Using this feature, you can make a partial payment or pay a remaining balance.
Tickets
KOD-13191: Add a column to display if the Payment was ‘marked as exported to the ERP'
KOD-13082: connection
KOD-12764: Customer App - Display POD files on order details screen
POD Files Available
1. Login to the app
2. Tap on 'My Orders'
3. Tap on any order to load the order detail screen
4. When the detail screen is loaded tap on the 'Files' tab
5. A list of files is displayed. Tap on an item to view the file
6. File viewer screen is loaded
POD Files Not Available
1. Login to the app
2. Tap on 'My Orders'
3. Tap on any order to load the order detail screen
4. When the detail screen is loaded tap on the 'Files' tab
5. Screen is loaded with the text 'This order has no files'
KOD-12601: Re-Index Companies
KOD-12127: Google Internal Email Integration
KOD-10888: Skip sync records that contain invalid data
Attempt to sync an invalid mapping with missing fields
Test that the record was skipped in the logs
KOD-5345: Generic mappers
KOD-13397: CMS - Image Slider Block
KOD-13466: Product Attributes to be Displayed on Product Details Page
Flow 1
Case 1:
Open Customer Portal -> PIM -> Products -> Product Custom Record
Filter Categories already set
If none of Filter Categories are set go to PIM -> Filter Categories and assign one
Go to the website
Scroll to "Product Details" tab
Values displayed in the right part of this tab.
Case 2:
Open Customer Portal -> PIM -> Products -> Product Custom Record
Filter Categories already set
Go to PIM -> Filter Categories and remove this product from assigned category
Go to website
Scroll to "Product Details" tab
No values displayed in the right part of this tab.'
Regression: Check that Product UX is not broken and displayed as expected
KOD-13485: Release Navdrawer for Mobile
KOD-13703: TypeError "toString" Error
KOD-13903: Update Checker
KOD-13938: Payment Service
KOD-13964: Cms and CmsLanguage Services
the following endpoints:
Server API:
POST: /api/system/cms/list
POST: /api/system/cms/search
POST: /api/system/cms/{cmsCode}/language/list
POST: /api/system/cmsLanguage/list
Regular endpoints:
POST: /api/system/cms/list
POST: /api/system/cms/search
POST: /api/system/cms/{cmsCode}/language/list
POST: /api/system/cmsLanguage/list
POST /api/system/cms/{cmsID}/settings
The follow endpoints were tested on API level
POST: /api/system/cms/search
POST: /api/system/cms/{cmsCode}/language/list
Regression tests:
In employee portal:
CMS > Page Templates and page content loaded successfully
CMS > Widgets and page content loaded successfully. Go to Widget and select tab 'Custom Fields' and page load successfully
CMS > Widget Languages and page content loaded successfully
KOD-13962: Subscription and SubscriptionList Services
Affected endpoints:
POST: /api/system/subscription/export
POST: /api/system/subscription/list
POST: /api/system/subscriptionList/list
Server API POST: /api/system/subscription/list
Server API POST: /api/system/subscriptionList/list
Regression tests on employee portal:
Go to Marketing -> Subscriptions - the whole list of Subscription loaded successfully
At the same screen try to export Subscriptions (menu File -> Export)
Go to Marketing -> Subscription Lists - the whole list of SubscriptionList loaded successfully
KOD-14009: Make Customer Portal Theme Point and Click
KOD-14030: Create and Send Email Alert to Assignee of a Task
Test Admin can receive notifications about tickets and subscribed for the creatingTicketEmployeeAssignmentEventEmployee Subscription List.
KOD-14264: Adding a customer story template along with an option to add a logo
KOD-14287: Update CreditStatusChanges Template
KOD-14304: Verify and Update creditAppCompletedPDF
Navigate to credit application. Sign up for credit.
Email received with a link to reset your password
Reset your password following the link
Login as prompted
Automatically redirected to the credit application form
Filling out the credit application
Once the form is valid and submitted, user will be redirected to a thank you page
Go to the employee portal and look for the email registered under 'Companies'
Go to Internal Files. A PDF of your application should be in there.
KOD-14307: Delete importWasSuccessful-Template
KOD-14465: QA - Content
KOD-14543: Content - Set Up Home Page Content
KOD-14553: QA - Website Branding & Auth Flows
KOD-14563: QA - Content
KOD-14614: Delete Job
Regression test on API level:
In employee portal go to Orders and find the Order with the oldest 'Last Updated' value.
Calculate the difference in whole days between current date and 'Last Updated' of the test Order.
Using endpoint DELETE: /api/system/order/deleteIncompleteOrder specify for param 'lastModifiedMoreThanDaysAgo' calculated difference, for param 'limitPerRun ' value 1 and make a API call.
Previously selected Order has been deleted
KOD-14726: Update Timezone for date time in 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 the notification you get is in webTimeZone
KOD-14805: Initial Setup - Website Syncs
KOD-14803: Initial Setup - Website Syncs
KOD-14802: Initial Setup - Website Syncs
KOD-14899: DDA App Phase 1 Updates
KOD-14904: Add export endpoint for ShippingMethods
KOD-14923: Add UX to Show the Importers
Go to crossReferences screen > import options are available
KOD-14940: Vendor Quotes - Add More Endpoints to Quote Controller
New endpoints to test located in Quote API:
Input parameters are identical to the ones from correspondent endpoints of Vendor Invoice API section with additional parameter quoteID which is id of a quote to attach vendor quote
KOD-15152: Don't Show Inactive Line Items on Invoices & Emails
Find an order with an inactive items
Add a column "Active" to the Items Table to make sure that there is an inactive item in this order. (In the "Active" Column inactive Item would be marked as "No").
Click email order at the top of the page. Inside generated email there would be no item that is inactive in Items Table.
Click Generate Files, Internal PDFs and Customer PDF. Check generated files in Internal Files and Customer Files Tabs respectively. In these PDF files there will be no items that were inactive in Items Table.
Regression Tests:
Active items are working as expected.
KOD-15155: Warehouse name/number to be consistently sorted throughout the product page
Warehouse number to be sorted in the requested order
KOD-15161: Customer Portal - Order Items - Pricing Columns not working
Open Customer Portal
Case 1:
Go to Orders -> Order Details page and open Items tab
Make sure that if we receive 'unitPrice' and 'total' properties, they are displayed in the grid
KOD-15162: When using a searchRule the screen gets doubled
KOD-15166: Add whitelist order items interceptor to install script
KOD-15172: Sample payloads for customers and addresses
KOD-15173: White List for Tracking
KOD-15174: BI Dashboards
KOD-15177: Add the default landing page to demo site
KOD-15183: Comment endpoint not returning approved comments
KOD-15191: Add properties to configuration
Use /api/account/customer/configuration endpoint to test
Should see two new fields: customerTicketsEnabled, customerTicketPriorities
customerTicketsEnabled: boolean value (true or false)
customerTicketPriorities: array of string values
KOD-15198: Create POST Endpoint for Accounts Payable Settings
