In this release, we've added the ability to import and export product categories in the Kodaris PIM by an external identifier of your choice. By default, when you import categories in the Kodaris PIM, the system uses the Kodaris category code in your spreadsheet to create and update the categories in the Kodaris system from your sheet. However, if you are continuously exporting categories from a different PIM and/or the category codes may change over time, you can choose to import by External ID instead. This allows you to export a unique identifier from your other PIM and import it into the Kodaris external identifier field that will be used on future imports.
Please watch the video for a more detailed walkthrough.
https://youtu.be/47qQXJ6Ud9s
Commerce
Send order placed notifications to the warehouse
If you are using Kodaris commerce, you have the option to get notified whenever your customers place an order on the website. You can choose which email addresses these notifications are sent to.
In this release, we've added the ability to send these notifications to the warehouse on which this order was placed instead of the global list of email address noted above.
https://youtu.be/sWeen_Vf6O4
Tickets
KOD-16021: Add ticket endpoints to the company address Api
KOD-16156: PriorityPayments - Support Payment with full CC or bank info
Regression Tests
Case 1
Make a payment through the operations portal and verify that everything works correctly.
KOD-17526: SASGE file on a reoccurring basis from CSD to Kodaris
KOD-18068: Operation Portal - CMS-Pages - Revision Date and Revision Author
Regression Tests
Case 1
Make sure that History tab on Pages works fine.
Tests
Case 1
On Pages -> History tab there should be 2 new columns ‘Revision Date' and ‘Revision Author', they should be displayed from the start as one of the first columns before ‘Code’ column. Also try to change something about the page and a new revision record should be added with you in 'Revision Author’ and the 'Revision Date’ column should contain the date when you made a change to a page.
KOD-18358: Sending emails through the scheduled job
Regression Tests
Case 1
Send company email (POST /api/system/company/{companyID}/sendEmail)
Case 2
Send email from Emails screen (POST /api/system/email/sendEmail)
Case 3
Send order email (POST /api/system/order/{orderID}/sendEmail)
Add externalID to file and try to import using all strategies.
Case 2
Export categories. Make sure it has externalID.
Case 3
Try to import by code and externalID without code filed in file. Confirm that neither import was successful.
KOD-18505: Update for Other Records
Regression Tests
Case 1
In operations portal, go to Companies. Choose a sample company.
Generate a statement.
The TYPE field should show the correct label based on the invoice’s transactionType:
4: 'CR',
7: 'CK',
9: 'RV',
6: 'CM',
1: 'SC',
8: 'DM',
99: 'SP',
3: 'UC',
11: 'IN',
5: 'MC'
Tests
Case 1
Generate StatementPDF
Login to operations portal > Companies.
Select a sample company.
Case 2
Generate StatementPDFMailer
KOD-18507: Add UOM Dropdown on Product Cards in Search, Category
Case 1
In operations portal, turn off the setting {{orderByProductUnitEnabled}}
Products in the following pages:
category
catalog
search
product detail
should not show the UOM dropdown. There should be no issues loading these pages
Case 2
In operations portal, turn on the setting {{orderByProductUnitEnabled}}
Products without unit conversions should not show UOM dropdown in the following pages:
category
catalog
search
product detail
Case 1
In operations portal, turn on the setting {{orderByProductUnitEnabled}}
As a *guest and logged in user*,
UOM dropdown should show up on the following pages:
category
catalog
search (in List, Grid and Catalog views)
product detail
You should be able to choose an option from the dropdown and add to cart without any issues.
KOD-18545: Add importers and server side export for Ticket Product List/Items - UX
Case 1
Login to operations portal
Go to Tickets → Ticket → Product Lists
Check if export works without any problems
Case 2
Login to operations portal
Go to Tickets → Ticket → Product Lists → Product List
Check if export works without any problems
Case 1
Login to operations portal
Go to Tickets → Ticket → Product Lists
Check if imports works good
Case 2
Login to operations portal
Go to Tickets → Ticket → Product Lists → Product List
Check if imports works good
KOD-18600: Ticket Product List detail page - Dates are in UTC
Case 1
Login to the Operations Portal.
Navigate to the "Tickets" page and open one.
Go to the "Product Lists" tab.
Add, edit, and delete a list.
Case 1
Login to the operations portal.
Navigate to the "Tickets" page and open one.
Go to the "Product Lists" tab.
Add a new list and verify that the "Created" column shows the *current time*.
KOD-18619: Update Logo in PDFs & Mailers
KOD-18667: Route order checkout notifications to the order’s warehouse
Case 1: Route order checkout notifications to the order’s warehouse *as logged in customer*
Select some company with location
Take code of warehouse and by code find current record in location page lis
add the setting: *notificationEmailTO* in current location →
then go to setting list and try to find setting by code: *useLocationEmailForOrderNotifications,* should be turn on
go to page *customer* portal page, log in as customer, select some product, make checkout process
go to email page list, should have two emails, one for *customer* and second for *warehouse
KOD-18725: Configure pricing
KOD-18729: Product Tax Code field
KOD-18744: EFT Canada Payments Integration
Case 1
Create new company payment method for MX_MERCHANT provider
Case 2
Update company payment method for MX_MERCHANT provider:
Case 3
Delete MX_MERCHANT bank payment method
Case 4
Test BankAccount Payment Method (ACH)
Create new company bank account payment method (ACH provider)
Make a payment with this payment method.
Case 1
Test through EFT testing api:
KOD-18748: Insights Article Covering AI Order Automation Feature
KOD-18761: Update Message Under Totals
KOD-18802: Order Final Steps
KOD-18835: Open Invoices Aging
KOD-18854: Issue Scrolling On Location > Counts Customer Portal Filter
Case 1
On the customer portal go to the orders screen.
Verify is filter columns are clicable “Count” tab is visible.
Apply some filters to verify is everything works properly.
Case 1
On the customer portal on the orders screen add location column.
Open filtering for this column and select “Counts“ tab. Scroll this tab.
Apply some filters for this columns and verify are they applied.
KOD-18883: remove 'order by'
Case 1
Check product pages for products which have UOM dropdowns.
Check product list page: list and grid view. There should not be shown Order By above the UOM dropdown.
Case 2
Check product page for the product which doesn’t have UOM dropdowns. For such products there should not be shown dropdown and Order By.
Check product page for the product which have UOM dropdowns. For such products UOM dropdown should be shown next to the quantity input block. There shouldn’t be label Order By above the dropdown.
KOD-18912: Test order releasing to ERP
KOD-18922: Item Quantity Remains at 1 when Stocking Notes Qty is a Different Amount
Case 1
On the customer portal navigate to the list screen.
Select specific list and change quantity for item(s)
Select some items from the list.
Press “Start order“.
On the cart screen you should see same quantity for those items.
Case 1
On the customer portal navigate to the list screen.
Select specific list and change quantity for item(s).
Press “Show location Notes“ and add some location notes.
After adding, removing and editing location notes quantity of the item will be changed as a sum of quantites of these notes.
Change quantity for item with location notes.
Press “Start Order“ button and verify are quantities for item and location notes fit values in the cart
KOD-18924: Order Prints
Case 1
please test if all 3 order prints look good
Case 1
please test that we can see all data
KOD-18950: Kodaris - order prints
Case 1
please test if we can see all 3 order templates as usua
KOD-18958: Add the possibility to add descriptions for the ticket type
Case 1
Customer Portal → Ticket Screen and Ticket Detail screen should have no issue loading
The Type dropdown should show the ticket type name, without a description
KOD-18996: Addon Displaying Twice
Case 1
In operations portal, go to an order detail screen and generate an order PDF and order Email. There should be no issues generating the email/PDF.
In customer portal, go to an order detail page. There should be no issues opening the page.
Case 1
Generate Order Email and Order PDF
In operations portal, go to an order and generate an order PDF and order Email. The second Add’l Charges line (summary) should now show up anymore
Case 2
Check Order detail screen
In customer portal, go to an order detail screen. The second Add’l Charges line (summary) should now show up anymore
Case 3
Generate Order PDF Mailer
In operations portal, go to an order and generate an order PDF Mailer. The second Add’l Charges line (summary) should now show up anymore
KOD-19003: reduce lable size
KOD-19013: Fix Contact us page - CMS
KOD-19028: Downpayment not Displaying on Invoice
Case 1
For Orders with status != Invoiced:
In operations portal, go to an order detail screen and generate an order PDF and order Email. The Downpayment line should not show up in the totals section. There should be no issues generating the email/PDF.
In customer portal, go to an order detail page. The Downpayment line should not show up in the totals section. There should be no issues opening the page.
For Orders with status = Invoiced:
Generate Order Email and Order PDF
In operations portal, go to an order and generate an order PDF and order Email. You should be able to see Downpayment line in the totals section
Case 2
Check Order detail screen
In customer portal, go to an order detail screen. You should be able to see Downpayment line in the totals section
Case 3
Generate Order PDF Mailer
In operations portal, go to an order and generate an order PDF Mailer. You should be able to see Downpayment line in the totals section
For Orders with status = Invoiced that has no exsiting {{tottendamt}} in trendCompiledSettings:
In operations portal, go to an order detail screen and generate an order PDF and order Email and Email Mailer. The Downpayment line should still show up in the totals section and there should be no issues generating the email/PDF.
In customer portal, go to an order detail page. The Downpayment line should still show up in the totals section and there should be no issues opening the page
KOD-19050: Create register account page
KOD-19059: Next Steps to Sync Direct Order Updates
KOD-19069: Fix templates for submitted forms
KOD-19070: CMS - Add inline Image option to text
KOD-19073: Shipping Charge Calculation for Direct Ship
KOD-19088: Hardcode basic logo for the invoices
KOD-19106: Investigate cause of session issues
KOD-19109: Convert Content to CMS
KOD-19115: configure pricing
KOD-19123: Issue with updates of all fields instead of one changed field
Case 1
On the employee portal navigate to the companies screen.
Select specific company and open “Child companies“ tab.
Verify is it possible to add and edit child companies.
Case 2
Repeat steps 1-2 from the previous test.
Open details page of the child company and modify data.
Refresh page and verify is information updated.
Case 1
On the employee portal navigate to the “Companies“ screen.
Open specific company and select “Child companies“ tab.
Open developer tools and select “Network“ tab.
Delete some child companies and verify is on the payload visible only {{{ parentID: null}}}
Move back to the Companies screen and verify is deleted company exists without parentID.
KOD-19128: Fix style Contact us form
KOD-19141: Fix Company Order Item Grid and add Qty Changeable
KOD-19143: payload samples
KOD-19149: Publish Testimonial on Kodaris Site
KOD-19153: CSD script fixes
KOD-19162: Re-apply shipping method on calculateAllOrderTotals
KOD-19166: Item Quantity Remains at 1 when Stocking Notes Qty is a Different Amount
Case 1
On the customer portal navigate to the customer lists.
Create new list and add some items to this list.
Modify quantity of that items and select them.
Press “Start Order“ and verify is quantity matches values ont the cart view.
Case 1
On the customer portal navigate to the customer lists screen.
Add some items that could have location notes.
Add some location notes to the item, verify is quantity equals to the sum of location items quantities.
Edit some location notes and verify is quantity mathces the sum of the location notes quantities.
Edit item quantity and verify it is set to the specifed value.
Delete all location notes and verify is quantity equal to 1.
Repeat steps 3 and 4 for other items.
Select them and press “Start order“.
Verify is location notes and item quantity matches to the values on the cart screen.
