As part of the Kodaris platform, you can compose, send, and view all emails sent from the Kodaris system – including those for order confirmations, invoices, statements, payments, password resets, and more – in the System > Emails section of the Operations Portal. In this release, you can now click into and see the full email details as well as view any files attached to the sent email.
To use this feature, simply navigate to the Emails screen, select the email you would like to view by clicking the Details icon. On the following screen, you can view the email's specific information. To view any attached files, navigate to either the Customer or Internal Files tab.
View external product codes on line items
As part of the Kodaris ordering capabilities, a new feature has been released where you can now choose to display your external product codes on an order in the operations portal. This allows employees to easily view which items have external product codes and what they are.
To display, navigate to Orders > Orders section of the Operations Portal. Enter the order number you would like to review, then click on the order's Details icon. On the following screen, click on the Show / Hide Columns menu and choose the External Product Code column.
Google search console verification
As part of the extensive features that Kodaris provides, Search Engine Optimization (SEO) is automatically generated and configured for your website, plus you have the option to manually adjust any SEO-related field if you so choose. In this release, we've added a feature where you can easily verify ownership of your Kodaris site for Google Search Console.
To use, navigate to the Marketing > SEO section of the Operations Portal. Scroll to the Meta Tag Verification section on the SEO screen, and follow the instructions to add your unique Google Search Console tag to your website.
This functionality does require configuration to your website implementation. Please reach out to your account manager if you are interested.
Commerce
Display direct ship products
The Kodaris commerce platform offers an easy, intuitive shopping experience for your customers. To enhance their ordering experience, you now have the ability for direct shipped products to be displayed and purchased on your commerce site.
If you are interested in this feature, please contact your Kodaris Account Manager for configuration information.
Display related products
Your Kodaris platform includes a powerful Product Inventory Management (PIM) module that can be used standalone or to power your Kodaris commerce or other commerce site. With this latest release, you can now choose to add a slider of related products to a specific product page on your commerce website. The slider could showcase additional products that a customer may want to purchase or other similar options – you get to choose what you would like to show.
To configure, go to the PIM section, then click on Products. Find the specific product - e.g. DXI624 - you would like to add related products to; click the Details icon for that product. Navigate to the Related Products screen and add as many products as you desire by using the "+ Relate product" field at the bottom of the screen. After adding, the related products will be displayed on a slider under the DXI624 product description.
Kodaris also provides the option to create or update related products en masse. You can do this via going to the PIM > Products> Data screen, clicking File > Import and selecting from one of the Related Product options.
Note: the display of the related products on your website is implementation specific. Please reach out to your Kodaris account manager if you are interested in adding it to your website.
Tickets
KOD-13127: Customer App - Add Lists to Cart From List View
Tests
Case 1:
Log in as a customer
Create your private list and add products to it, or use one of the company lists
Press 3 dots on the right side from list (on the right side of amount of items you added to list)
Press “Add List to Cart”
Products should be added to cart; you should be redirected to cart
Case 2:
Log in as a customer
Use created list, create your private list and add products to it, or use one of the company lists
Press on the list to open list of items
On the top bar press 3 dots
Press “Add List to Cart”
Products should be added to cart; you should be redirected to cart
KOD-12622: Drop Charts in Operations Portal
Regression Tests
Log in to your account:
On home page:
See if there are only two items on the Analytics section of the navigation pane: Customer Requests and AWS QuickSight
Try to manually write the URL to the deleted analytics page; it should redirect back to the home page
Refer to this document for the deleted pages and replaced charts
Log in to your account:
Go to Quotes, Cash Quotes, Orders, and Summary Orders Page
Open a sample data and try to edit its form
This should save the info that’s been edited
Reload to confirm the change
Tests
Log in to your account:
Go to Quote page and open a sample quote
On the Details tab, scroll down to the Analysis section on the right panel
Charts should work the same as before; it should show the margin value
*Note:* This also tests when a chart has no data, showing a blank chart
Log in to your account:
Go to Cash Quote page and open a sample cash quote
Scroll down to the Analysis section on the right side
It should show an analysis chart based on the margin data
Log in to your account:
Go to the Order page and open a sample order
Scroll down to the Analysis section on the right panel
It should show an analysis chart based on the chart data
Log in to your account:
Go to Summary Orders page and open a sample summary order
Scroll down to the analysis section of the page on the right panel.
It should show an analysis chart for its margin data
Login to your account:
Go to either Quotes, Orders, Cash Quotes, or Summary Orders Page and open a sample data
Scroll down to the analysis section on the right side
It should show a blank gray chart when *there’s no data for the analysis*
KOD-13958: Update Icss API
Changed endpoint:
{{/api/system/icss/list}}
Regression Tests
Case 1:
{{/api/system/icss/list}}
Case 2:
Same as Case 1, but UX test
Case 3:
Server side endpoint
KOD-15316: Auto Upload Lockbox File
KOD-15593: Add Indicator if PDF or File Is Attached to Email
Tests
You have to have these permissions to be able to open
Details tab shows email details but user will not be able to update any information
Case 2:
Check Email Customer Files screen
Go to Operations Portal > System > Emails
Click on > to open email detail screen
Customer Files tab shows the email’s customer file attachments if there are any
Case 3:
Check Email Internal Files screen
Click on > to open email detail screen
Internal Files tab shows the email’s Internal file attachments if there are any
KOD-16338: Fix the Error Page in Payment Portal
KOD-16376: Fix Script Paging in the Operations Portal
Regression Tests
Case 1:
User scripts and interceptors page should be shown and you should be able to export the tables
Tests
Case 1:
Go to interceptors page, paging should not be available
Case 2:
Go to user scripts page, paging should not be available
KOD-16378: Configure Direct Ship Products on Commerce Demo and Delivery ETA
Regression Tests
Case 1:
Check that the product detail, product list (both list and grid view) and cart item pages look good
Tests
Case 1:
Use drop ship product: 10SLICOS
For each of the following pages, make sure that the drop ship text displays “Ships Direct” instead of something with “from manufacturer”
Product detail
Product List (list and grid view)
Cart items
KOD-16443: Popup to Confirm Reload Page - When a User Edits a Script in the Operations Portal
Regression Tests
Case 1:
Should be able to open user scripts, edit them, save and clear
Tests
Case 1:
Go to Development -> User Scripts, then go to some User Script
Try refreshing the page without making any changes to script; it should refresh without a popup
Try to edit the script and refresh the page; a confirmation popup should appear
If you press cancel, the reload will not happen; if you press reload - page will be reloaded.
Also try saving the data by pressing save button of cmd+s and reloading the page; it should reload
Case 2:
Go to Development -> User Scripts, then go to some User Script
Try leaving the page without making any changes to script, it should refresh without a popup
Try to edit the script and leave the page; a confirmation popup should appear
If you press cancel, the reload will not happen; if you press reload - page will be reloaded
Also try saving the data by pressing save button of cmd+s and leaving the page; it should reload
KOD-16505: All Product Lists Showing Instead of Selected Company
Regression Tests
Case 1:
Please check that product list and product pages are displayed as expected
Case 2:
Please check that we can open list dropdown and add product to the list
Tests
Case 1:
Please check that on list dropdown are displayed only those lists that belongs to customer company (product list and product pages)
Case 2:
Please check steps above for logged in and guest users
KOD-16612: Add externalProductCode to Line Item Grid on Order Items Screen
Tests
Case 1:
Verify External Product Code Column Visibility
Navigate to Orders → Orders → Choose an order → Items
Verify that the "External Product Code" column is not visible in the table
Click the "Show/Hide Columns" button and select "External Product Code" from the list
Confirm that the "External Product Code" column is now visible in the table
*Note: External Product code is not sortable, filterable, or editable
KOD-16717: WebUI / CSD API Write Back Synchronization
Regression Tests
Case 1:
Create or update a product
Case 2:
Create or update a product price
Tests
Case 1:
Turn on new setting:
Go to Setting menu
Look for settings {{enableSyncProductPriceToERP}} and {{enableSyncProductToERP}}
Set value = 1 to both of them
Case 2:
Update product and see review logs to see that interceptors was called to update ERP
Case 3:
Update product price and see review logs to see that interceptors was called to update ERP
KOD-16740: Trips & Deliveries - New Screens/Tabs Issues
Regression Tests
Case 1:
Go to Operations Portal
Go to Logistics -> Trips
Choose any available record
Check if these tabs look good:
Trips
Deliveries
Custom fields
Development
Case 2:
Go to Operations Portal
Go to Orders -> Order shipment
Choose any available record
Check if these tabs look good:
Details
Items
Custom fields
Development
Tests
Case 1:
Go to Operations Portal
Go to Logistics -> Trips
Choose any available record
Try to edit field Asset ID:
Check if you can see dropdown list to this field
Check if you can choose any value of dropdown list
Check if value is saved, reload page
Case 2:
Go to Operations Portal
Go to Logistics → Trips
Choose any available record
Try to edit field Employee ID:
Check if you can see dropdown list to this field
Check if you can choose any value of dropdown list
Check if value is saved, reload page
Case 3:
Go to Operations Portal
Go to Orders → Order shipment
Choose any available record
Go to Items tab
Try to:
Check if you can add new record
Check if you can update any of the records
Check if you can delete any of the records
Case 4:
Go to Operations Portal
Go to Orders → Order shipment
Choose any available record
Go to Custom Fields tab
Try to:
Check if you can add new record and field value saved
Check if you can update any of the records
Check if you can delete any of the records
KOD-16748: Add InforCSD integration
Tests
Case 1:
Go to Operations Portal -> Development -> Integrations
Check than new Integration is added - InforCSD
KOD-16804: Hidden Input in CMS Editor Has Extra Padding That Shows Up On Page
Regression Tests
Case 1:
Please make sure that other input fields display correctly
Tests
Case 1:
Log in to Operations Portal -> CMS -> Pages -> Edit page with Gutenberg Editor -> add new form block -> add input field with type hidden -> save the page and go to preview -> hidden field should be added without extra margins
Case 2:
Please add label for input type hidden and save the page -> label shouldn’t be displayed on the rendered page, it should only be present in the editor
KOD-16814: CMS Page - Typing Values in Dropdown Option
Regression Tests
Case 1:
Please test if select field displays correctly
Tests
Case 1:
Log in to Operations Portal -> CMS -> Pages -> edit page with Gutenberg Editor -> add form block -> add select field -> try to add/modify some options -> focus behavior must be predictable without jumping
KOD-16878: Add New Endpoint for Deleting Customer File
Tests
Case 1:
Go to new endpoint /api/system/customerFile/{customerFileId}
Choose a customerFileId to mark as deleted
Press execute and check that the results are ok under Menu → Customer Files
KOD-16888: Demo Site Agree to Terms Issue
Regression Tests*
Prerequisites for the the first three tests: the termsAndConditionsURL setting should exist and be set to something
Case 1:
In the website, go through the reset password flow and make sure the Agree to Terms option shows up
Case 2:
After Case 1, add items to cart and go to the second cart page.
There shouldn't be an option to agree to terms
Case 3:
Go to the Operations Portal -> Customers -> Customers -> Custom Fields, and delete the setting “agreedToTermsTimestamp“
Go to the customer side as a logged in user → second cart page → and make sure the option to agree to terms is there and works; place the order
Add more items to your cart and go to the second cart page → there shouldn't be an option to agree to terms
Case 4:
Go to Operations Portal -> Settings -> termsandconditionsurl
If the setting does not exist, the terms and conditions should not show up on the reset password screen
Note: instead of deleting the setting, you could also set the value to nothing; it should work the same way
KOD-16923: Operations Portal - Add New Permissions to Page Drafts Screen
Regression Tests
Case 1:
Set up your employee with roles from Test Case 1
Log in with employee that we set up in previous step
Check if you don’t have access to pages except Page Drafts
Tests
Case 1:
Log in to Operations Portal
Go to Operations -> Employees
Choose your test employee
Add roles:
{{contentDraftView}}
{{contentDraftEdit}}
{{contentDraftPublish}}
{{developer}}
{{contentPageSettingView}}
{{contentPageSettingEdit}}
{{contentDraftSettingView}}
{{contentDraftSettingEdit}}
Case 2:
Log in to Operations Portal with user that was set up in Case 1
Go to CMS → Page Drafts
Check if you have access to this screen
Case 3:
Log in to Operations Portal with user that was set up in Case 1
Go to CMS → Page Drafts
Choose one of available records
Check if:
You have access to this screen
Details page looks good
Can edit fields and it saves
Case 4:
Log in to Operations Portal with user that was set up in Case 1
Go to CMS → Page Drafts
Choose one of available records
Go to public files tab
Check:
Table with all records are shown
Add new file
Copy URL
Delete file
Case 5:
Log in to Operations Portal with user that was set up in Case 1
Go to CMS → Page Drafts
Choose one of available records
Go to Custom Fields tab
Check:
Table with all records are shown
Add new record
Update records
Delete records
Case 6:
Log in to Operations Portal with user that was set up in Case 1
Go to CMS → Page Drafts
Choose one of available records
Go to Development tab
Check if this screen looks good and you can edit fields
KOD-16960: Check Jira Process on Automated Releases
KOD-16976: Make sendAutomatedPDFInvoice-Email Template Prettier in Base Payment Portal
Tests
Case 1:
Check sendAutomatedPDFInvoice-Email layout by triggering the email on next install of payment portal
KOD-16994: Drop Ship Set Up: Check
Regression Tests
Case 1:
Verify that {{Sync Vendor Order}} and {{Sync Vendor Product}} work
Tests
Case 1:
Verify that {{Split direct Order}} works with updates
KOD-17034: Document CENPOS Integration
KOD-17074: Payment Portal - Update Order Templates to Use termsType and termsTypeDescription from the Order not the Company
Tests:
Case 1:
Check Terms if still showing terms type description
KOD-17086: Create/Implement a -99 Invoice Template - Platform
KOD-17111: Fetching Category Cache in User Scripts
KOD-17153: Mobile - Shipping Options at the Checkout
KOD-17154: Kodaris Field to Use when no PDSC Record Is Found for B2B Customers
KOD-17156: Keep List Price Up to Date
KOD-17265: Upgrade Saturn Libraries - Round 1
Regression Tests
Case 1:
Test generating Customer PDF on Quotes
You can also compare generated file with file that was generated before changes were deployed, make sure all data is in the file (depends on the environment you are testing on)
Case 2:
Test generating Customer CSV on Quotes
You can also compare generated file with file that was generated before changes were deployed, make sure all data is in the file (depends on the environment you are testing on)
Case 3:
Test generating Internal PDF on Quotes
You can also compare generated file with file that was generated before changes were deployed, make sure all data is in the file (depends on the environment you are testing on)
Case 4:
Test generating Internal CSV on Quotes
You can also compare generated file with file that was generated before changes were deployed, make sure all data is in the file (depends on the environment you are testing on)
Case 5:
Test generating Internal PDF on Cash Quotes
You can also compare generated file with file that was generated before changes were deployed, make sure all data is in the file (depends on the environment you are testing on)
Case 6:
Test generating Customer PDF on Cash Quotes
You can also compare generated file with file that was generated before changes were deployed, make sure all data is in the file (depends on the environment you are testing on)
Case 7:
Test generating Internal PDF on Orders
You can also compare generated file with file that was generated before changes were deployed, make sure all data is in the file (depends on the environment you are testing on)
Case 8:
Test generating Customer PDF on Orders
You can also compare generated file with file that was generated before changes were deployed, make sure all data is in the file (depends on the environment you are testing on)
Case 10:
Test generating Internal PDF on Invoices
Case 8:
Test generating PDF on Statements
KOD-17277: Customer App - Send Email Button Doesn't Work
Tests
Case 1:
Open customer app
Click ellipsis icon from the bottom nav and click Settings
Account deletion screen is displayed
The screen displays the following required fields: First Name, Last Name, Email, Reason for deletion
Fill-in all the fields
Click on Save
The following is displayed on screen: Your account deletion is in process and could take a few days to complete
Case 2:
Open customer app
Click ellipsis icon from the bottom nav and click Settings
Account deletion screen is displayed
The screen displays the following required fields: First Name, Last Name, Email, Reason for deletion
Fill-in all the fields except for one
Click on Save
A validation error is displayed under the text box that is not filled in
Case 3:
Open customer app
Click ellipsis icon from the bottom nav and click Settings
Account deletion screen is displayed
The screen displays the following required fields: First Name, Last Name, Email, Reason for deletion
Enter an invalid email address
Click on Save
A validation error is displayed under the email text box
KOD-17279: Time Logging Screen Update
Regression Tests
Case 1:
On the tickets screen, test Log Time feature by clicking on Log Time button
Ticket field should have autocomplete; date should have a datepicker
Try submitting with not fully pre-filled form (you should not be able to log time if any field isn’t filled)
Try submitting fully pre-filled form with the valid data; with valid data you should be able to log time successfully
Tests
Case 2:
On the tickets screen, test Log Time feature by clicking on Log Time button
Ticket field should be required and you shouldn’t be able to log time without specifying it
Date should be already prefilled with today's date, but you still should be able to select another date you want via the datepicker
Case 3:
Open any Ticket Details page
On the header section should appear Log Time button as from the previous case
When you click this button, the same dialog window should be opened, except 1 change: Ticket field would be hidden (if you open this modal window from the ticket details, it means that you’ve already selected current ticket)
Other functionality should remain the same as on Case 1 and 2
KOD-17283: Customer Portal - Edit Order Endpoint
Tests
Case 1:
Check whether the new setting exists: {{allowedCustomerOrderFieldsToEdit}} on employee side on setting page list and use the new swagger endpoint: PATCH: {{/api/account/order/{orderID}}}
Check whether the current setting have value: *purchaseOrder*
Then go to company list on employee side, create order from some company, and then copy ID of order for next step
Check new swagger endpoint: PATCH: {{/api/account/order/{orderID}}}
The current new endpoints use the the new setting: {{allowedCustomerOrderFieldsToEdit}} for filtering out fields which are not included in values of the setting before updating selected order
*we test two cases:*
When we update the field: *purchaseOrder* which mentioned in new setting: {{allowedCustomerOrderFieldsToEdit}} => *should be updatable*
When we want to update the field which not included in new setting, for example: field: {{shippingMethod}}, *should not update the current field*
KOD-17289: Apps Not Showing Prices for Logged In Users - IOS
KOD-17324: Demo Site - Add Related Products
Regression Tests
Case 1:
Products without related products should not show the widget
Tests
Case 1:
Add related products to a product
Make sure {{relatedProductTypes}} setting is set and value has {{RelatedProducts}}
Add/Delete Related Products in the Related Products tab in the Product page
Check the product page on the website to make sure that it is showing the related products slider/widget
Check the tablet and mobile layouts to make sure they aren't broken
KOD-17325: Add customerCanModify to sscCompanyProductCategory
Tests
Case 1: Check new field: *customerCanModify* and the logic ways depend on customerCanModify: *true* or *false*
Go to employee side, on page:
Add some category
Add products to current new category
Use swagger endpoint:
{{/api/system/companyProductCategory/list}} to check whether the new field: customerCanModify is exist in result
Check whether customer can edit current companyProductCategory: *testCatalog* when customerCanModify = true
Check whether current selected category has *customerCanModify = true* and check whether logged in customer can modify current category, using these endpoints:
Check whether customer get exception message: “Unable to edit…“ when they want to edit the current companyProductCategory: *testCatalog* when customerCanModify = *false*
Before testing endpoints need to change the value of field: *customerCanModify to false* on employee side(swagger endpoint) use PATCH: [/api/system/companyProductCategory/{companyProductCategoryID}
For endpoint, should return exception: {{Unable to edit category}}
KOD-17326: Add UX in Operations Portal for customerCanModify on sscCompanyProductCategory
Regression Tests
Log in to your account
Go to Companies page
Open a test company and go to *Catalog* tab
Edit a test by clicking the Edit Category button
Change the other fields *except* Customer Can Modify field and save
Refresh the page; changes should be applied
Log in to your account:
Go to Company Groups page
Open a test company group and go to *Catalog* tab
Edit a test by clicking the Edit Category button
Change the other fields *except* Customer Can Modify field and save
Refresh the page; changes should be applied
Log in to your account:
Go to Company Product Categories page
Open a test Product Category
Edit the other fields *except* Customer Can Modify field and save
Refresh the page; changes should be applied
Tests
Log in to your account:
Go to Companies page and open a test company
Navigate to Catalog tab and add a catalog
Add appropriate info
Save
New catalog should be saved; refresh page to confirm
From the previous test:
Edit the newly added catalog
Details should be accurate
Edit the Customer Can Modify field
Save
New value should be saved; reload the page to confirm
Log in to your account:
Go to Company Groups page
Open a test company group and go to Catalog tab
Click add catalog; input appropriate info
Click Save
Reload the page to confirm new catalog
From the previous test:
Edit the newly added catalog
Dialog should pop up; confirm the details and info should be accurate
Edit the Customer Can Modify field
Info should be saved; reload the page the confirm
Log in to your account:
Go to Company Product Categories page
Open a test company product category
Edit the Customer Can Modify field and save
Reload the page to confirm the change
KOD-17328: Add Operations Portal UX for New Customer.isCompanyRestrictedCatalog
Regression Tests
Go to Operations Portal:
Open a customer’s Details page
Edit all the other fields except Company Restricted Catalog
Refresh to confirm changes
Tests
Go to Operations Portal:
Open a customer’s Details page
Go to Address & Settings section
Modify Company Restricted Catalog
Refresh to confirm changes
KOD-17337: Add Import to Related Products
Tests
Case 1:
Test Related Products import on Products page → Data tab
KOD-17339: Allow Endpoints to Return customFields on Certain Database Searches
Regression Tests
Case 1:
Regression testing public Product /list and /relatedProducts/list endpoints after adding interceptor
Case 2:
Testing for regression existing generateSearchResult () method functionality (with and without running interceptor {{searchDbPostProcessorCustomFields}}):
Company Product lists
Company Budgets
Category
Case 3:
Testing for regression existing generateSearchResult () which was modified by adding interceptor (searchDbPostProcessorCustomFields) in this ticket
Tests
Case 1:
*Need to turn on setting: enableDbSearchPostProcessor*
