In your Kodaris system, you can manage the shipping methods for your commerce website under Orders > Shipping Methods. These shipping methods can also be synced to Kodaris from your ERP. In this release, we've added the ability to export your full sheet of shipping methods. You can use both the import and export to bulk create/update shipping methods from external spreadsheets.
Manage company addresses from a spreadsheet
All the company addresses in your Kodaris system can be found by navigating to Customers > Company Addresses. Here you can search, filter, and track your addresses across all companies. In this release, we've added another Data spreadsheet view where you can also add/edit/delete these addresses in bulk.
View discount details
In your Kodaris system, you can setup various discounts and additional charges that are automatically applied to your customers' orders. You can view these discounts and additional charges by navigating to Pricing & Discounting > Discounts. In this release, we've added a detail screen where you can view and edit the fields on a discount in a form. You can use this along with the discount spreadsheet to update and manage your discounts.
Delete customer and internal files from a company
Under any company account in your Kodaris system, you have both an internal and customer Document Management System. The internal document system is used for storing internal documents about the company and the customer document system is available to the customer in their customer portal. You can attach any files your customers need to access or download here.
In this release, we've added the ability to delete internal and customer documents. Find the document you'd like to delete, select the row, and choose Edit > Delete.
View user fields on product list and company catalog items
In this release, we've added the 10 user fields on product list items and company catalog items to the product list and company catalog item spreadsheets. User fields are on many entities in your Kodaris system and you can store any data you like in them. You can map in values from your ERP or use them for Kodaris only data.
PIM
View all products within a category from the category assignment spreadsheet
Under PIM > Products > Category Assignment, you can view all your products in an embedded spreadsheet along with all the categories each product is in. In the sheet you have all the product columns (such as name, description, etc) and you also have 20 columns (Category 1 - Category 20) which contain the categories the product is in.
In this release, we've added a category search box at the top of the sheet that you can use to filter for all products that are in a specific category.
Start searching for a category in this box
A dropdown will appear that lists the available categories in the system
Select the one you are looking for
The sheet will update to only show the products which are within that category
Proof of Delivery
View internal and customer files on a delivery
As previously mentioned, your Kodaris system comes with a full proof of delivery module with real time status updates, tracking, proof of delivery, and self serve accounts. As part of this, your drivers can use the Kodaris Driver Logistics app to upload proof of delivery attachments, signatures, pictures, checklists and more. There are two modes of operation for the app. One uses orders, and the other utilizes trips and deliveries.
As an enhancement to the second mode using trips and deliveries, we've released an update to show any customer or internal files that were attached to a delivery by the Logistics app. To view these files:
Login to your operations portal
Navigate to Logistics > Deliveries
Select a delivery
Choose either the Customer Files or the Internal Files tab
Customer Portal
Set your customer portal home screen
By default, your Kodaris customer portal shows a default home screen when your customers login. It displays a welcoming message along with some shortcut navigation links to quickly take them into other areas of the customer portal.
In this release, we've added a setting you can use to change the screen your customer is taken to after they login. For example, maybe you want your users taken to the the Orders screen after logging in instead of the default screen.
Login to your operations portal
Navigate to System > Settings and search for customerHomeScreen
Set the value to orders
Now when your customers login, they will be taken to Orders
Tickets
KOD-12622: Drop Charts in Employee Portal
KOD-8899: PIM - Products - Filter on Category Assignment
Preconditions:
Open Operations portal and login as employee.
Go to PIM -> Products -> Category Assignment.
Case 1:
Make sure you can see “Category“ autocomplete in the actions row.
Make sure autocomplete works as expected.
Make sure when you choose a category, the grid is updated with appropriate products.
Regression:
Make sure grid layout is not broken.
Test updating and assigning products to categories using this grid.
As the autocomplete content height calculation was updated, check that the autocomplete content is displayed correctly and scrolling appears only if amount of items more is panel content height in other places.
Case 1:
Go to CRM -> Activities.
Click on create activity button.
Check Company and Template autocompletes work as expected.
Case 2:
Go to CRM -> Activities -> activity details.
Make sure "+ Add assignee" autocomplete works as expected.
Case 3:
Go to Operations -> Tax Rates -> Taxes details.
Make sure “Country“ autocomplete works as expected.
Case 4:
Go to Development -> Punchout.
Make sure “Company“ and “Customer“ autocompletes work as expected.
Case 5:
Go to CRM -> Companies -> Company details.
Click on a Catalog tab.
Make sure “+ Assign product“ autocomplete works as expected.
KOD-14180: Add Schema Markup for Content Pages
KOD-14927: BI Enhancements
KOD-15007: Operations Portal - Link in Payment Comment Notification Redirects to Blank if Not Logged In
Leave a comment in Customer Comments on the accounts receivable screen. Log out of Operations Portal.
Click on the invoice link from received email. Check that you are be redirected to login screen.
Regression Tests: Test opening all accounts-receivable screens with logged-out user.
KOD-15036: Update Invoice Fields to Correct Ones
KOD-15127: Customer Portal - Setup Order Interceptors and Templates
Test emails and PDFs throughly for regressions
Pricing
Addons/discounts
Remit
Billto
Invoice/due/etc
KOD-15211: Add Export for ShippingMethods
On the Shipping Methods Screen click File -> Export.
Check that in the dialog window there will be only 1 input field for Filename which is required and should not be empty. Click Save. If the filename is empty - it won’t let you save the export.
Check that import was successful and there are imported fields in the file, that was downloaded.
KOD-15229: Update UX to Use externalCompanyCode Instead of externalID
In Operations Portal set *externalCompanyCode* in the company detail screen to some value.
If externalCompanyCode is defined it should be displayed in the store at the header section on the store site, and also in the dropdown for choosing a child company in the customer portal in the switch account dialog window.
Regression Tests:
Test *header* in store and the *Switch Account* dialog window in the customer portal in the case when the user doesn’t have externalCompanyCode defined - it should work as usual and show externalID if that is defined on the company, or the company code if external ID is not defined.
KOD-15287: Sending the New Mailing Templates for Invoices & Statements
KOD-15289: Requested Invoice Layout Updates
KOD-15405: Customer Portal Updates
KOD-15420: Layout Featured Image Not Using Full Box
Open any empty page in Gutenberg Editor. You’ll see a *Select Template modal*. Find a template called “*More*“. Check that it fully fills the dedicated image box.
Regression Tests:
Check the look of the preview of template images.
KOD-15429: Generate "Success" Page for Sample Punchout Request
Try to call {{/api/user/punchOut/cart}} endpoint. Previously this endpoint was returning cartXML request result (it was String format)
Now endpoint should redirect you to success page (if you're using Swagger it will show HTML page code in result window)
KOD-15431: Limit Releases on Product Documentation to Last 9
KOD-15433: Selecting A Date on Password Expires Field Doesn't Work
KOD-15435: Link Sign-in Page in Product Documentation
KOD-15447: BI Updates
KOD-15456: Add Ability to Delete Company Customer Files in Operations Portal
Case 1:
Go to CRM -> Companies -> Company -> Customer Files
Attach Customer Files
Check viewing and downloading file
Choose attached Customer Files
Delete chosen file
Case 2:
Go to CRM -> Companies -> Company -> Internal Files
Attach Internal Files
Check viewing and downloading file
Choose attached Internal Files
Delete chosen file
KOD-15484: urlRewriteView and urlRewriteEdit Roles Can't Access URL Rewrite Screen
Preconditions:
Go to Employee portal -> Operations -> Employees -> Employee roles
Make sure employee has ‘{{urlRewriteView', 'urlRewriteEdit}}' roles assigned (please verify text case because it’s case sensitive)
Case 1:
Login to Employee portal with the employee you just set roles on
Go to System ? URL rewrites
Make sure page is loaded correctly
Case 2:
Login to Employee portal with the employee you just set roles on
Go to System ? URL rewrites
Make sure page is loaded correctly
Update some values from the table
Reload page
Make sure updated values are presented in the table
Regression:
Make sure roles is matching Text case
KOD-15488: Bug With the Mobile App
KOD-15495: Navigation Enhancement
KOD-15512: Adding Data Tab to Company Addresses Screen in Operations Portal
Regression tests:
Go to global company addresses screen in the portal.
You should see two tabs: Search and Data.
Search tab should look and behave as it did before. Test viewing, searching, filtering, sorting. Test navigating to details.
Go to the data tab: Test viewing, viewing details, searching, filtering, sorting, adding, editing, deleting company addresses here. Only edit and delete your test addresses, not addresses already in there. Be sure to test editing all fields.
KOD-15524: Customer ProductCrossReference APIs
It could be tested only on API level until UX is done
# POST {{/api/account/productCrossReference/{companyID}}} - create ProductCrossReference for specified company
# DELETE {{/api/account/productCrossReference/{companyID}/ {productCrossReferenceID}}} - delete ProductCrossReference for specified company
# POST {{/api/account/productCrossReference/{companyID}/list}} - get list of ProductCrossReference for specified company
No regressions because they are new endpoints
KOD-15531: Setup Inventory
On category and search pages
Test as a logged in user and public user
Make sure you see pricing and inventory
Test both the grid and list view
Test adding to order, etc
Make sure everything works as normal and looks good
Test mobile device as well
Test custom dimensions
On product detail pages
Test as a logged in user and public user
Make sure you see pricing and inventory
Test adding to order, etc
Make sure everything works as normal and looks good
Test mobile device as well
Test custom dimension
On both the category, search and product detail pages, make sure that:
While pricing is loading, it says “Calculating price…”
When pricing has loaded and there is a price, it says the price
When pricing has loaded and there is not a price, it says “Call for pricing”
KOD-15541: Add Ability to Edit Store Name and Store Address
Login to employee portal
Go back to website and check theme panel
Check if storeName and storeAddress can be edited there; updating should have no errors
KOD-15544: Set Completed Date When a Warehouse Transfer is Created
Test next endpoints:
POST - {{/api/system/warehouseTransfer}}
Make sure field “completed” is not empty
POST - {{/api/system/warehouseTransfer/index/{warehouseTransferID}}}
Try to index - to see if it is successful, check response fields (if all fields you filled are indexed and values present in response)
KOD-15596: Pricing API Call
Tests:
Login
View pricing on Search, Category, and Product Pages
Go through checkout and order completion
Make sure all works as normal including confirmations
KOD-15602: Improve Mobile Display on Content Area
KOD-15609: Fix Filtering by Trip ID on the Deliveries Screen in the Portal
Please go on delivery screen and check if filtering on tripId column works fine
KOD-15610: Add Internal Files and Customer Files Tab to Delivery/Details Screen
On delivery detail screen please check if there are Internal Files and Customer Files tabs
In employee portal as a full employee with administrator permission
Navigate to Deliveries
You should see two new tabs: Customer Files and Internal Files
Test viewing these tabs
Ensure that the thumbnails and icons are shown properly
Test downloading the files
Ensure the data in the grid is accurate and looks fine
In employee portal as an employee with just deliveryView and deliveryInternalFileView
Navigate to Deliveries
You should see two new tabs: Customer Files and Internal Files
Test viewing these tabs
Ensure that the thumbnails and icons are shown properly
Test downloading the files
KOD-15638: Use Another Image Different from Feature Image on Page Layouts
KOD-15640: Reviewing Pricing Calls
Regression tests:
Make sure pricing still displays for public and logged-in users
Now /page-editor endpoint is identical for Intranet Page and Content Page
KOD-15647: Display Product Category Disclaimer
View a few categories that do not have a productDisclaimer setting
The category page should look as normal
Test adding products to cart, viewing pricing, filtering, sorting, etc.
View a few categories that do have a productDisclaimer setting
The category page should look as normal but the disclaimer should show under the title
Test adding products to cart, viewing pricing, filtering, sorting, etc.
KOD-15653: Change Error Message When Verifying Bank Account
On accounts-receivable/search, please check if the error message is shown correctly
KOD-15657: Quote Vendor Quote Screen - Vendor field Is Not Populated
Case 1:
Go to Quotes page
Choose any quote
Go to Vendor Quotes
Check if the column "Vendor ID" is displayed
Case 2:
Go to Vendor Quotes page
Go to Data tab
Check if the column "Vendor ID" is displayed
Case 3:
Go to Vendor Invoices page
Go to Data tab
Check if the column "Vendor ID" is displayed
KOD-15660: Rename Active Payments by Company File
Make sure that global setting {{savePaymentStatementsAsCustomerFile}} is turned ON
Find a Company which has any of period balances
Go to {{CustomerFiles}} tab for the selected Company and click the button in top menu {{Generate Statement PDF -> Generate and Send}}
Wait for a while and refresh {{CustomerFile}} records, make sure that newly-appeared file has requested name
KOD-15665: Surface UserX Fields in Company Catalog Grid and Product Lists Grid
Company Details -> Catalog -> products grid on the right.
Company Details -> Products Lists -> Product List Details (there is a table of products)
Please check on both these screens above if there are user1-user10 fields and they are editable
KOD-15679: Setting Enabled but Documents Not Displayed in Customer Portal
KOD-15686: Add Endpoint to Delete Customer Files
KOD-15690: Product primaryImage Not Displaying on Product Details Page
KOD-15692: Allow filter by mappingCode
KOD-15709: CMS - History Tab/Screen Is Not Displaying
Open Employee portal
Go to CMS -> Pages -> Page Details
Click on a History tab
Make sure History tab is displayed and loaded
Regression:
Open Employee portal
Go to CMS -> Pages -> Page Details
Case 1:
Click on a Details tab
Make sure Details tab is displayed and loaded correctly
Case 2:
Click on a Public files tab
Make sure Public files tab is displayed and loaded correctly
Case 3:
Click on a Customer comments tab
Make sure Customer comments tab is displayed and loaded correctly
Case 4:
Click on Internal comments tab
Make sure Internal comments tab is displayed and loaded correctly
Case 5:
Click on Development tab
Make sure Development tab is displayed and loaded correctly
Case 6:
Click on History tab
Make sure History tab is displayed and loaded correctly
Case 7:
Click on Custom fields tab
Make sure Custom fields tab is displayed and loaded correctly
Case 8:
Test adding new Gutenberg pages and editing in the Gutenberg editor
Test the content page tree in the employee portal, make sure you can click on the links and it navigates to the details fine
KOD-15717: Add Link to Request Account Deletion Under Settings
KOD-15721: Remove General Data Tab Search Feature
Check that there is no data search on the following screens:
Quotes
Orders
External Orders
Summary Orders
Order Shipments
Warehouse Transfers
Pricing Types
Accounts Receivable
Accounts Payable
Vendor Invoices
Vendor Quotes
Vendor Pricing
Skus
Cross References
Inventory Conversions
Unit Conversions
Product Units
Subscriptions
Messages
Order Discounts
Events
Emails
Users
Schemas
KOD-15723: Check on Error Message When Verifying Bank Account
To test that everything works as expected at first we need to call POST {{/api/system/paymentProcessing/verifyBankAccount}} endpoint, and verify that we have more detailed message:
Here it says that routing number is invalid.
On the other hand, when we do call customer endpoint {{/api/account/paymentProcessing/verifyBankAccount}}, the message should remain the same as it was.
KOD-15731: Customers -> Company Categories Screen Throws Error with externalID Edit
Please check if externalID can save string value
KOD-15734: Add Discount Name and Code to Details Page
On discount detail page, please check if discount / discountID shows
KOD-15736: Update Printer to Printed in Credit App
Please check if there is correct spelling of ‘printed’ instead of ‘printer’
KOD-15741: Add Store Email Address to Customer Config Endpoint
KOD-15745: Enforce PO Required Flag at Checkout from the shipto Level
KOD-15750: UX to Update Employee Portal Configuration
KOD-15788: Field Mapped to the Mode Of Delivery
KOD-15794: Order Discount Screen not Highlighted When Active
Case 1:
Go to Order page
Choose any order
Go to Order Discounts tab
Order Discounts tab should be highlighted
KOD-15795: Created Company Category on Company Does Not Appear Until Page Is Refreshed
Please go to Companies -> Company Catalog screen
Find company that does not have category on catalog screen
Try to add new category and check if it shows right after you added it
Try to add some more categories and they should appear the same as the first one
Test assigning products and remove products and removing categories
KOD-15800: Wrap "Error When User Uploads Duplicate Image" in a Setting
Login as Employee
Test A:
Go To CMS -> “Media” screen
Upload file and check if it was saved as expected without any errors
Try to upload file with the same name (could be the same file as previously) and check if appropriate error was returned
Upload file with another name (could rename previous file) and check if it was saved as expected without any errors
Test B:
Find {{allowUploadingDuplicateFilename}} in the system settings and set the value to 1
Repeat test A
Confirm that the previous file uploaded with the same name was overwritten
KOD-15804: PDF Preview Blank in Customer Portal
KOD-15814: Fix for UX to Update Employee Portal Configuration
Use employee configuration endpoint /api/system/employee/configuration.
Now values that stored as JSON and supposed to be a map in endpoint result value should be empty if setting value is not valid JSON (for example {{estimators}}, {{quotingPriceGroups}} or {{quotingPriceLevels}})
