Reorder previous orders from your embedded Kodaris Payment Portal
You can easily embed the Kodaris Payment Portal in Unilog, Adobe Commerce, Magento and other systems. Please reach out if you are interested in embedding the Kodaris payment portal in your system.
In this release, we've added the ability for your customers to re-order the same items from previously placed orders.
Navigate to Orders
Select the order you would like to place again
Select the items you'd like to reorder
Choose Reorder
After choosing Reorder, the selected items are added to the shopping cart in your commerce system (Unilog, Adobe Commerce, Magento...) From here you can checkout and complete the reorder.
This feature does require customer-specific integration work, so if you would like to have this added to your embedded Kodaris Payment Portal, please contact your Kodaris Account Manager.
Re-order functionality is also available out of the box if you are using Kodaris Commerce.
Operations Portal
Enhance employee records with job descriptions
Under Operations > Employees in your Employee Portal, you can enter and manage all of the important information regarding each of your employees, such as their employment type, position, whom they report to, payment method, and 1099 status, plus add employee files, internal comments and more. With this release, we have enhanced the Employees Details tab with a Job Description field so that you can enter notes about a particular employee's responsibilities or copy/paste an existing job description from a Google or Word document into the Kodaris system.
Filter companies based on Sales Territory or Division
In your Kodaris system, you are able view a specific segment of companies you work with by using filters. After navigating to Companies under the CRM section, you can click the "Show/Hide Columns" icon to choose which columns you would like to view and then filter the results based on a specific column or columns. For those that segment their customers by sales territory or division, this latest release includes two new columns to view: Sales Territory and General Ledger Division #.
You can display these two new fields on both the Search and Data tabs on the Companies screen.
Tickets
KOD-13206: Branded Error Page
KOD-13540: Verify Bank Account Feature Issue
KOD-13580: UX to Update Employee Portal Configuration
The employee portal has been modified under the hood.
Test the employee portal in general
TESTS
Navigate to the employee portal as a logged out user. You should see the login page as normal.
Test logging in. Make sure that works and you are taken to the home page. Make sure you see the welcome message with your username.
Log back out.
Test reseting your password. Make sure that works as normal.
On a site that supports it, test logging via Google sign-in.
On a site that does not support Google sign-in, try signing in with Google; you should get an error message telling you it is not supported.
Login to the employee portal again, make sure you see the navigation items on the side nav. All should be present as normal.
Test the Chatlio support chat widget in the bottom left corner of the screen. Make sure that it works fine. Test chatting to the support team. Have them tell you if they can see your username. It should not be Anonymous.
Navigate to Orders > Order > Detail.
Go to delivery address section.
View and search for countries in the country box. Make sure only active countries in the system are shown.
View the available state options. Only states that are in your selected country should show.
Start searching for addresses by typing in the address 1 box. You should see addresses only for your selected country.
Navigate to PIM > Products > Product > Detail.
Test editing both the English version of the product and other languages.
Basically we are testing multilingual functionality.
Make sure that when you select another language (like Ukrainian) and change the product name and description to Ukrainian that you see that in the commerce side.
Test the language selector up at the top of the page in the Employee Portal on the product screen and make sure it works and changes the language in the name and description fields.
Go to settings and make sure this setting is turned off: {{administratorPasswordRequiresSpecialCharacter}}
Logout and try resetting your password without using any special characters. It should work.
Turn the setting on. Logout and try resetting your password without any special characters.
When you click out of password box, it should show you a little red message that special character is required and should not let you proceed.
Enter a special character and reset. It should work.
Navigate to Jobs and choose a lead. Test assigning and unassigning employees.
Make sure you have {{companyAssignmentTypes}} setting with some values and then test assigning employees to companies and selecting assignment types when you do so.
Make sure {{companyTermsTypes}} setting is populated with options and then go to the company detail screen and test selecting these values from the terms type dropdown.
MORE TESTS
Navigate to the Employee Portal as a logged out user. You should see the login page as normal.
Test logging in. Make sure that works and you are taken to the home page. Make sure you see the welcome message with your username.
Log back out.
Test reseting your password. Make sure that works as normal.
On a site that supports it, test logging via Google sign-in.
On a site that does not support Google sign-in, try signing in with Google; you should get an error message telling you it is not supported.
Login to the employee portal again, make sure you see the navigation items on the side nav. All should be present as normal.
Test the Chatlio support chat widget in the bottom left corner of the screen. Make sure that it works fine. Test chatting to the support team. Have them tell you if they can see your username. It should not be Anonymous.
Navigate to Orders > Order > Detail.
Go to delivery address section.
View and search for countries in the country box. Make sure only active countries in the system are shown.
View the available state options. Only states that are in your selected country should show.
Start searching for addresses by typing in the address 1 box. You should see addresses only for your selected country.
Navigate to PIM > Products > Product > Detail.
Test editing both the English version of the product and other languages.
Basically we are testing multilingual functionality.
Make sure that when you select another language (like Ukrainian) and change the product name and description to Ukrainian that you see that in the commerce side.
Test the language selector up at the top of the page in the employee portal on the product screen and make sure it works and changes the language in the name and description fields
Go to settings and make sure this setting is turned off: {{administratorPasswordRequiresSpecialCharacter}}
Logout and try resetting your password without using any special characters. It should work
Turn the setting on. Logout and try resetting your password without any special characters.
When you click out of password box it should show you a little red message that special character is required and should not let you proceed.
Enter a special character and reset. It should work.
Navigate to Jobs and choose a lead. Test assigning and unassigning employees.
Make sure you have {{companyAssignmentTypes}} setting with some values and then test assigning employees to companies and selecting assignment types when you do so.
Make sure {{companyTermsTypes}} setting is populated with options and then go to the company detail screen and test selecting these values from the terms type dropdown
Test the full order entry flow in the Employee Portal.
Test the full quote entry flow. Including but not limited to:
Generating documents
Editing items
Changing delivery address
Setting up order
Setting up shipto
Editing escalation
Editing pricing records
Test sending COD link.
KOD-13955: Update SearchRule Service
Affected endpoints:
POST api/system/categorySearchRule/list
POST api/system/searchRule/list
POST api/system/searchRuleField/{searchRuleID}/list
POST api/system/searchRuleField/list
POST api/system/companyProductCategory/{companyProductCategoryID}/product/export
POST api/system/companyProductCategory/{companyProductCategoryID}/product/list
KOD-14032: Add "Tasks" List to Operations Portal Home Screen
User has no ticketViewAssigned permission.
Case 1:
Login to the Employee portal
Make sure there is no Tickets Assigned section on the home screen
User has ticketViewAssigned permission.
Case 2:
Login to the Employee portal
Make sure there is Tickets Assigned section on the home screen
Case 3:
Make sure user has 3 or less tickets assigned
Go to the home screen
Make sure that:
All assigned tickets are shown
It’s possible to view a ticket by clicking on the ticket row
There is no View all button
Case 4:
Make sure user has 4 or more tickets assigned
Go to the home screen
Make sure that:
Assigned tickets are shown
There is View All button
Case 5:
Perform case 4
Click View All button
Make sure that:
Tickets screen is opened
Tickets table is filtered by logged in user email
Regression:
Make sure Tickets grid works as expected
KOD-14759: Company Data Grid - Unable to Update User Field
KOD-14983: Enable Reorder Function in Embedded Customer Portal
Regression tests:
Ensure logins still work for customers by going to a commerce site and logging in.
KOD-15008: Double Highlight on Active Fields in Embedded Portal
The list of tests we should perform but are not limited to:
Go to every screen in the Customer Portal. Test it throughly.
Clicking as many buttons as you can. Test the popups if they open popups, test datepickers
Assigning employees roles and removing roles
Subscribing to notifications
KOD-15234: Issue New Order Placed Notifications to Sales Reps
Make sure that global settings {{employeeNotificationsOn}} and {{enablePlexxis}} are turned ON, and the other global setting {{disableSavingNewOrderEvent}} is OFF or could be absent at all.
Subscribe any employee to SubscriptionList {{NewWebOrderPlaced}}
Select any customer for testing and add customer setting {{ApiKey}} to it.
It’s only possible to test using dedicated test endpoint {{POST /api/account/plexxis/placeOrder}} with the following inputs:
{{apiToken}} - has to consist of three parts separated by {{|}} , the first part is customer’s user name from step 3, second part could be any strings and the third one is the as ApiKey’s value we set in step 3
{{json}}
Make API call using aforementioned endpoint and then trigger {{FiveMinuteIntervalJob}} for mailing notification.
Wait for a while and check subscribed employee’s inbox from step 2, they have to get email similar to this.
Regression tests
Plexxis order creation flow works without error and create an order, go to Order and find the order by using *Web Order Number* from email.
KOD-15246: Add a template for ticketAssignedToEmployeeNotification-EMAIL
Add yourself as a subscriber:
Open Tickets.
Choose Ticket.
Add your emails to assignees.
Check your email.
Make sure if you click on the ticket number - you will be redirected to the Ticket Details page.
KOD-15289: Requested Invoice Layout Updates
KOD-15299: Add Global Setting for Punchout Systems
KOD-15350: Add a Template for creatingCompanyEmployeeAssignmentEventEmployee-Email
Add yourself as a subscriber:
Open CRM -> Companies.
Choose Company.
Add your emails to assignees.
Check your email.
Make sure if you click on the company name - you will be redirected to the Company Details page.
Check that you can copy and paste the URL from the email into your browser and as a result, you will be redirected to the Company Details page.
KOD-15395: Links in Header to Redirected to New User Guide and Order History Front End Pages
KOD-15403: Credit App - Need a Default Version Added that Enables Customization - Platform Side
KOD-15425: Include Order Number and Billing Address in COD Notification to AR Team
Set in global setting {{PaymentMadeNotificationEmails}} email address for getting COD payment notification.
In Employee Portal go Order and find any unpaid one ({{Pay Order}} icon must not be green color).
Send email with payment link to any email address; for this click {{Email Order}} icon and in appeared pop up, select to show payment link.
In the email that you got, click {{Review and Pay}} button and you will be addressed to make a COD payment.
After payment, wait for 4 minutes and check the email you specified in the first step; verify that COD payment notification contains order number and billing address.
Regression tests:
For each of the below tests make sure you receive the customer and employee payment notifications:
Test making a COD payment
Test paying open invoices by ACH
Test paying open invoices by card
Test checking out via credit card (if the site enables it)
KOD-15449: Operations Portal Field Behavior Odd When Enter Key Is Used
KOD-15485: Display Fields on Company Address Details Screen
Production QA Tests:
Test setting up a job from a quote
Test extending a job from a quote
Testing viewing the address attached to the quote
Make sure you cannot edit it
Test that you see the end date and who set the job up
Test the company address detail screen from the global company addresses screen
Staging QA Tests
Open CRM -> Companies.
Choose a company.
Open Company Detail page.
Open Addresses Tab.
Open Address Details Page.
Check that all fields can be editable and updated successfully.
KOD-15490: Email Notification of a Ticket Assigned to You Should Show Ticket Info
Steps:
Open Tickets
Select Ticket
Click Ticket details
Check that you have ticket permissions set
Add your email to assignees
Check your email
Check that template has the view as on the attached screenshot
KOD-15513: UX - Need Employee Job Description Field in Operations Portal
Please go to Employee page and check if there is job description tab and it saves and shows data
KOD-15554: Metrics Missing in Stats
KOD-15558: Metrics Updates
KOD-15589: Add Visual UX for Customers Using Delayed Pricing
Regression Tests:
Make sure that the postponeCartItemsPricing setting is set to 0. We will test for regressions first.
Go to the storefront and login as a customer.
Test adding products to your cart from the category, search, and product pages.
Go to cart and test adding item notes, updating item quantities. Refresh your page and ensure your quantities and notes are still there.
Checkout and place your order. Ensure that this works successfully.
Throughout all the above tests, ensure you see no new messages popping up about pricing.
Feature Tests:
Turn on the postponeCartItemsPricing setting. Set it to 1.
Go to the storefront and login as a customer.
Test adding products to your cart from the category, search, and product pages.
Go to cart and test adding item notes, updating item quantities. Refresh your page and ensure your quantities and notes are still there.
Checkout and place your order. Ensure that this works successfully.
Throughout all the above tests, ensure you see no new messages popping up about pricing.
Now go to your Customer Portal and find a company product list that is 100 items or more.
Add all these items to your cart by selecting all and then clicking start order.
You should automatically be re-directed to your cart and you should see a message pop up that says “Pricing in Progress”.
While pricing is in progress, try clicking on the next button and addresses, and payment tab. Nothing should happen, and you should remain on the items tab because pricing is in progress.
Wait a bit, and soon you should see another message that says pricing complete. Test placing your order. Make sure checkout works as normal.
KOD-15592: UX - Scheduling Payment in the Customer Portal
*Staging Tests:*
Make sure the {{openInvoiceScheduledPaymentsEnabled}} setting is turned off. This is the default behavior.
Make sure the {{paymentOnAccount}} setting is also turned off.
Make sure the {{openInvoicePaymentsEnabled}} setting is turned on.
Login as a customer.
Navigate to the customer portal.
Go to Open Invoices screen.
Test viewing, searching, filtering invoices. This screen should look and behave normally.
Look at the Make Payment button, there should be no arrow in it.
Click on the Make Payment button, it should open a Make Payment dialog immediately. You should not see a dropdown with options.
Make sure you do not see a date option in this dialog.
Make sure you see the amounts and available payment methods as normal.
Test clicking pay, it is fine if you get an error.
Turn on the {{openInvoiceScheduledPaymentsEnabled}} setting.
Turn off the {{openInvoicePaymentsEnabled}} setting.
Go back to the Customer Portal open invoices screen.
Now you should see an arrow in the Make Payment button.
Clicking the button should give you a dropdown with 2 options:
{{Pay selected invoices}}
{{Schedule payment for selected invoices}}
Click on Pay Selected Invoices
It should open a Make Payment dialog.
Make sure you do not see a date option in this dialog.
Make sure you see the amounts and available payment methods as normal.
Close the dialog.
Click the Make Payment button again and choose {{Schedule payment for selected invoices}}.
It should open a Make Payment dialog.
Make sure you DO see a date option in this dialog.
Make sure you see the amounts and available payment methods also.
Try clicking the Make Payment button without filling in date ? you should receive a message that it is required.
Fill in your date and choose a payment method.
Then click Make Payment.
*Production Tests:*
Login as a customer.
Navigate to the Customer Portal.
Go to Open Invoices screen.
Test viewing, searching, filtering invoices. This screen should look and behave normally.
Make sure setting {{openInvoicePaymentsEnabled}} is turned on and setting {{openInvoiceScheduledPaymentsEnabled}} is turned off.
Look at the Make Payment button, there should be no arrow in it.
Click on the Make Payment button, it should open a Make Payment dialog immediately. You should not see a dropdown with options.
Make sure you do not see a date option in this dialog.
Make sure you see the amounts and available payment methods as normal.
Test paying some open invoices via both ACH and credit card.
Ensure that your invoices are marked as pending immediately and they are not set as scheduled.
KOD-15612: Punchout Extra Fee and Message at Checkout
KOD-15649: Favicon Not Displayed for Customer Portal
During Staging QA
Go to Customer Portal ? ensure favicon is preset in the browser tab
During Production QA
Go to Customer Portal ? ensure favicon is preset in the browser tab and Customer Portal loads fine
KOD-15661: Add a Deposit Section in Customer Portal
Staging Tests
Regression tests:
Case 1
Make sure the openInvoiceScheduledPayments setting is turned off. This is the default behavior.
Login as a customer.
Navigate to the Customer Portal.
Go to Open Invoices screen.
Test viewing, searching, filtering invoices. This screen should look and behave normally.
Look at the Make Payment button, there should be no arrow in it.
Click on the Make Payment button, it should open a Make Payment dialog immediately. You should not see a dropdown with options.
Make sure you see the amounts and available payment methods as normal.
Test clicking pay, it is fine if you get an error.
Case 2
Turn on the setting openInvoiceScheduledPaymentsEnabled.
Go back to the Customer Portal open invoices screen.
You should see an arrow in the Make Payment button.
Clicking the button should give you a dropdown with 2 options:
Pay selected invoices
Schedule payment for open invoices
Click on pay selected invoices.
It should open a make payment dialog.
Make sure you do not see a date option in this dialog.
Make sure you see the amounts and available payment methods as normal.
Click make payment after selecting a payment method.
Close the dialog.
Click the Make Payment button again and choose “Schedule payment for open invoices”.
It should open a make payment dialog.
Make sure you DO see a date option in this dialog.
Make sure you see the amounts and available payment methods also.
Click Make Payment after filling in a date.
Feature Tests
Case 1
Make sure paymentOnAccountEnabled setting is turned off. This is the default behavior.
Go to the Customer Portal and make sure there is no Deposit screen in the side nav.
Enable the paymentOnAccountEnabled setting
Go to the Customer Portal.
You should see a Deposit screen now.
Click on it.
You should see amount field, note field, and payment method selector, and make deposit and cancel buttons.
Try to make a deposit.
Click cancel, it should reset the form.
Production Tests
Regression tests:
Case 1
Login as a customer.
Navigate to the Customer Portal.
Go to Open Invoices screen.
Test viewing, searching, filtering invoices. This screen should look and behave normally.
Look at the Make Payment button, there should be no arrow in it.
Click on the Make Payment button, it should open a Make Payment dialog immediately. You should not see a dropdown with options.
Make sure you see the amounts and available payment methods as normal.
Test paying some invoices.
Make sure you see no Deposit item in the nav drawer.
Case 1
Make sure paymentOnAccount setting is turned off. This is the default behavior.
Go to the Customer Portal and make sure there is no Deposit screen in the side nav.
Enable the paymentOnAccount setting.
Go to the Customer Portal.
You should see a Deposit screen now.
Click on it.
You should see amount field, note field, and payment method selector, and make deposit and cancel buttons.
Test making a deposit.
KOD-15681: Check for Customer Notifications
KOD-15693: Cash Quote PDF Update for Option or Replacement Items
Please go to Cash Quotes and open a cash quote.
Click Generate file and choose cashQuoteEstimatePDF to check Cash Quote Estimate PDF.
Please make sure the Options column has been added where the option type of the item is displayed.
If the option type is Option and Option Add, add to estimate column should show.
If option type is Option Replace, add to estimate column doesn't need to show
KOD-15695: BI Enhancements
KOD-15710: Respect the Hosts on Price by Codes when Returning Inventory
KOD-15711: Re-enable UX for Inventory
Test changes for search page, category list view, category grid view, and product detail pages (desktop and mobile).
On category and search pages
Test as a logged-in user and public user.
Make sure you see pricing and inventory. Make sure inventory only displays for the warehouses for that site.
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 for steel and insulation. Make sure it looks good and functions as normal.
On product detail pages
Test as a logged-in user
Make sure you see pricing and inventory. Make sure inventory only displays for the warehouses for that site. Not all the warehouses.
Test adding to order, etc.
Make sure everything works as normal and looks good.
Test mobile devices as well.
Test custom dimensions.
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 no price, it says “Call for Pricing”
KOD-15719: Accounts Receivable Global Setting
KOD-15732: SEO Title not on Payment Received Page
Feature tests:
Case 1:
In Operations Portal Orders Tab, open any order: operations/orders/**order-number**/detail.
In the header section, click the Email Order button.
In the opened dialog window in Display Payment Link Select input and select “Yes“. Click Configure button. Send this email to your email address.
Open this email. Click the Pay Order button in this email.
The title of the page that will be opened after you click the link from the email should be in the format:
{{Store Name}} - {{Pay Order}}
KOD-15733: Product Page - Showing Incorrect SEO Title
Search for the product in the store search bar. Select this product and open the product page from the search. Verify that the page title is in the format:
{{Store Name - Product Name}}
Regression Test 2:
On category page verify that the title of the category page is in the format {{Store Name - Category Name}}
Test category, search and product pages as both a logged in and a logged out customer
Test making a cod payment; make sure the browser tab title says [Store Name] - Pay Order
KOD-15737: Add Company Statuses for Credit App
KOD-15742: Multilingual Issue with Recently Viewed Products Widget
Tests:
Go to the website.
Visit five or more products for the recently viewed section on their product detail page.
After this the recently viewed section should appear.
Try switching the language from English to French Canadian.
“Part” and “View Details” should switch languages.
Also make sure that switching back to English works.
KOD-15743: Expose and Display Territory and Division Information in Employee Portal Company CRM
Go to Companies and make sure you checked Sales Territory field
Should see value in the table
On Companies screen, please check that there are salesTerritoryCode and generalLedgerDivisionNumber columns, with displayed data; also please go to company details page and there should also be these fields
Test updating these fields as well from grid and detail screen
KOD-15749: Add UX for a Dropdown for Payment Statuses
Open /operations/accounts-receivable/data. Search for the Status column. Click any cell. After clicking, you will be able to see dropdown list with the following options: {{Pending, Voided, VOIDED, Scheduled, ScheduledPayment, STL, Received, [Empty]}} .
Select any value. Save it. Refresh grid. The value should be successfully saved for this cell.
Regression Tests: Check that rest of the data table is not editable and its behavior is as expected.
KOD-15757: Add Endpoints to Manage Customer Subscriptions
Add customer subscription, e.g. subscribe customer with customerID=976 to {{NewWebOrderPlaced}} SubscriptionList
List customer subscriptions
Delete customer subscription
KOD-15772: Unable to Click on the Development Tab on Page Layouts
Please go to the page layouts -> data -> layout and check if every tab is shown and does not return error ‘Invalid data types or values sent to API.
KOD-15797: Install PDF
KOD-15799: DDA Calculations
KOD-15812: Error on Items Tab in Customer Account Area
KOD-15821: Customer Portal - Open Invoices - Remove Time from Invoice Date and Due Date Columns
Open Invoices: please check if date has 12/31/30 (mm/dd/yy) format
KOD-15826: TBD Items and Calculating Price Message Issue
On 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”.
Test adding to cart from both pages.
KOD-15828: externalCompanyCode and externalID Not Shown in Header Dropdown
Case 1:
In Operations Portal go to _company/detail_ of your company. In general info, search for externalID input field. By default it should be empty. Insert there any value. Save it.
Go to the development tab of this company. Search for externalID value. It should be the same as you’ve set in the previous step.
Change the value of externalID from the development tab. Save it.
Return to details. The value you’ve saved for externalID on the development tab should reflect on the details general info tab for the externalID input.
Case 2
In Operations Portal set *externalCompanyCode* in the _company/detail_ to some value.
Login to your store. Check the header section. If *externalCompanyCode* was defined it should be displayed in the company dropdown list values in the format: _externalCompanyCode_ - _company_ name.
Go to Customer Portal and click Switch Account under your account. In the Switch Account dialog window you’ll see the value in the format: _externalCompanyCode_ - _company_.
Case 3
In Operations Portal set *externalID* in the _company/detail_ to some value, clear the value of *externalCompanyCode*.
Login to the store. Check the header section. If *externalCompanyCode* is not defined but externalID is defined, the company dropdown list values would be displayed in the format: _externalID_ - _company_ name.
Go to Customer Portal and click Switch Account under your account. In the Switch Account dialog window you’ll see the value in the format: _externalID_ - _company_.
Case 4
In Operations Portal set values for *externalCompanyCode and externalID* in the _company/detail_.
Login to the store. In the header: If *both values* were defined it should be displayed in the company dropdown list values in the format: _externalCompanyCode_ - _company_ name.
Go to Customer Portal and click Switch Account under your account. In the Switch Account dialog window you’ll see the value in the format: _externalCompanyCode_ - _company_.
Regression tests: Check company dropdown list when externalCompanyCode and externalID aren’t defined - these are default values.
Case 1
In Operations Portal go to _company/development_ of your company. Search for *externalID* field. By default it is empty.
Case 2
In Operations Portal clear values (if they were set) for *externalCompanyCode and externalID* in the _company/detail_.
Login to the store. In the header: the company dropdown list values would be displayed in the format: _code_ - _company_ name.
Go to Customer Portal and click Switch Account under your account. In the Switch Account dialog window you’ll see the value in the in the format: _code_ - _company_.
KOD-15829: Update Date Format on Invoice Template
Please test orderEmail, orderPDF and order layout (in Customer Portal and website) and make sure that the date format for cash discount is correct.
KOD-15831: Add Post Endpoint for Getting a List of Product Prices by Code
Regression test: Make sure the public product endpoint /pricesByCodes still works.
KOD-15841: JIRA Integration - Integrate with Multiple Boards
KOD-15863: Set Warehouse When Customer Chooses Order Pickup
Selected pickup location should be applied as an Order warehouse.
Start Cart (add items).
On the 3rd step of checkout - select “Customer pickup“ and select a yard (chose a location).
Complete checkout.
In Operations Portal:
Find the Order, and check if it has the same “Warehouse” (code) as was selected for pickup location.
In “Custom Fields” tab - check if {{whse}} and {{pickupLocation}} codes have same value:
Notes: changes affects the only endpoint: {{/api/user/cart/applyPickUpLocation}}
KOD-15867: No Warehouse Set on Order when no Shipto Selected
KOD-15870: Primary Image Update not on Product Page
KOD-15872: Identify Items in the Shopping Cart at Line Item Level for Shipping Note
KOD-15881: Update Ticket Was Assigned to Employee Template
KOD-15882: Update Employee Configuration Endpoint to be Callable by Public Users
Check new endpoint: {{/api/user/employee/configuration}}
If you are logged in as Customer or you are not logged in, you should get a response with two fields: {{administratorPasswordRequiresSpecialCharacter}} and {{googleSSO}}
If you are logged in as Employee (administrator) you should get full configuration response.
Also please make sure {{/api/system/employee/configuration}} is not on Swagger and not working anymore.
KOD-15888: Cannot create product category filter without the fg_ prefix
KOD-15889: Found unusual button look while resizing page
On companies ? company please check if {{Add Punchout Customer}} button is in ‘more’ dropdown with correct styles and works fine
KOD-15890: Line Items not on Orders
KOD-15892: Product Sync Causes Error When Product Has Company Catalogs
Regression tests:
As a public user surf around the site. Check category, search, home product pages. Make sure everything acts as normal.
Login as a customer.
Surf around the site. Check category, search, home product pages. Make sure everything acts as normal.
On category and product pages, make sure that pricing and inventory is shown. Test adding to cart.
Test restricted catalog / contractual pricing.
Recently Ordered feature:
Turn on global setting {{updateCompanyRecentlyOrderedOnCheckout}} (from Operations Portal).
Login as a Customer, start Cart by adding items.
Complete checkout.
In Operations Portal - go to your Company details page, “Catalog“ tab and check if “Recently Ordered“ category is there and contains items you’ve just checked out with.
