Add in-stock and shop-by-store filters to your Commerce site
Among the many filtering options available through your Kodaris Commerce website, your customers can now use our shop-by-store and in-stock filters. The shop-by-store filter allows your customers to see what products are available per warehouse, enabling them to shop at their chosen location(s). The in-stock feature simply shows all the products within their search that are in stock and readily available.
These new filters provide even more flexibility to your website’s search capabilities, which, in turn, provides a seamless online customer experience.
See these new features in action by watching the video below!
Please note: your website implementation may also require a few updates to support this new feature. Reach out if you are interested!
https://youtu.be/4LBqyZu--bc
Change the default view per category
You can now change the default view for categories on your Commerce website. The types of views available to select are list, grid, and catalog. You can change the default view so that all category pages match or they can be different per category. This ability will allow you to provide customized experiences per page for your customers, enhancing your website's ease of use.
Learn how to change the default view for your website’s category pages in this video.
Please note: your website implementation may also require a few updates to support this new feature. Reach out if you are interested!
https://youtu.be/tY5NnTKGJfI
Related product tracking
In your Kodaris PIM, you can set up and maintain related products which will appear on your product pages throughout your commerce website. You can use this functionality to show users related items, alternate items, items that are usually purchased in addition to the item the user is currently viewing, etc.
In this release, we've added an enhancement to track when users click to view a related product and which related product they selected. This is fully integrated in AWS Quicksight, a BI solution which is embedded and turnkey in Kodaris. You can generate reports and view these related product analytics from AWS Quicksite, generate reports and charts over time, etc.
Reach out if you are interested in adding this feature to your Kodaris commerce website!
Operations Portal
Automatically assign guest orders to a customer account
If you receive guest orders through your Commerce site, you can now automatically assign these orders to a cash account or default ERP customer account instead of manually assigning them. This automated functionality will save your team time that was previously spent manually assigning orders and releasing them to your ERP.
The first two videos below cover releasing orders to the ERP and manually assigning guest orders to a customer account of your choosing. The third video covers the new feature which was released so you can configure the system to automatically assign guest orders to a customer account.
https://youtu.be/15tRQy_k2QY
https://www.youtube.com/watch?v=SyJesZ8i4Pc
https://youtu.be/mRxa5v2A-Lo
Assign role groups to a new customer account
You can now assign role groups to new customers at the same time you create their account. This is particularly helpful if users need multiple capabilities or roles within the portal related to the same function. This can also come in handy if, for example, you need to limit a user to only having View permissions versus having editing and deleting permissions. You can add all View capabilities to one group, and then assign that group to your customer instead of separately assigning all individual View roles to that user.
This feature will save time because it allows you to assign role groups to a customer immediately as you create their account. It will also allow you to better organize users’ roles within the Operations Portal.
The first video below covers customer role groups and the second video covers the new feature!
https://youtu.be/UYy5URDV1WM
https://youtu.be/fdcFyiongdo
Tickets
KOD-13342: Enforce Sellmult on Customer Side
Regression Tests
Case 1
In product page, products without intervalOrderQuantity, minimumOrderQuantity and maximumOrderQuantity should work normally without any issues.
Default values are:
minimum = 1, interval = 1, maximum = 9999
Tests
Case 1
In category page (list and grid views), product page, and cart page, check for a product with intervalOrderQuantity, minimumOrderQuantity and maximumOrderQuantity.
Example: interval = 5, minimum = 5, maximum = 50
Case 2
In category page (list and grid views), product page, and cart page, check for a product with intervalOrderQuantity, maximumOrderQuantity with no minimumOrderQuantity. The minimum for the product should be the intervalOrderQuantity.
Example: interval = 5, maximum = 30
Case 3
In category page (list and grid views), product page, and cart page, check for a product with minimumOrderQuantity maximumOrderQuantity with no intervalOrderQuantity-
Example: minimum = 3, maximum = 24
KOD-16216: Customer portal sheet preview broken
Tests
Case 1
In Customer portal → Documents, preview a csv file. You should be able to see the content without issues.
KOD-18642: Order templates
Regression Tests
Case 1
Please test that we can still see all order templates( order, pdf, email) properly.
Tests
Case 1
Please test that on commerce site order templates are same as on payment portal.
KOD-18866: Implementation - Inventory
KOD-19136: Multilingual dropdown position issue
Regression Tests
Case 1
Check if the language dropdown is visible on the content portal.
Open any page that contains translatable text (ex FREQUENTLY ASKED QUESTIONS).
Change the language and verify if the text is translated.
Case 2
Log in to the content site.
Ensure that the company and location address dropdowns are displayed correctly regardless of the screen width.
Ensure that the sizes of the company and location address dropdowns remain unchanged for multilingual dropdowns.
Confirm that when clicking on the multilingual button, its dropdown is displayed as expected for any screen width when another dropdown is visible.
Tests
Case 1
Confirm language dropdown is displayed without extending screen size:
If there is not place to display dropdown it is shifted to left.
If there is place to display dropdown it will be displayed to right.
Note: Using the "Toggle device toolbar" from the developer tools might cause an issue if the logic above is not applied. This issue occurs because window sizes are not updated after resizing
KOD-19333: Sending emails through the scheduler
Regression Tests
Case 1
Test email sending from Job right after triggering some email.
Tests
Case 1
Test newly added endpoint: /api/system/scheduler/job/isRunning/{name}/{group}
KOD-19484: Scoping Opticat
Tests
Case 1
Check setting opticatPimIsActive is enable.
Check one authentication method is set.
opticatPimApiUsername and opticatPimApiPassword OR opticatPimApiAPIKey.
Validate that if we don’t set those settings we have an appropriate error.
Validate endpoint /api/system/integration/opticatpim/searchResults. All parameters should be optional and depending on the combination you will get different results.
To verify the response you can use this tester page: https://webservice.opticatonline.com/autocare/v1/tester.html and populate the same request.
The searchQuery seems to make a contains with partNumber or other fields in the product. If we want to match exactly partNumber we could use: /api/system/integration/opticatpim/partDetails instead.
Case 2
Check setting opticatPimIsActive is enable.
Check one authentication method is set.
opticatPimApiUsername and opticatPimApiPassword OR opticatPimApiAPIKey.
Validate endpoint /api/system/integration/opticatpim/partDetails. Both parameters should be mandatory.
To verify the response you can use this tester page: https://webservice.opticatonline.com/autocare/v1/tester.html and populate the same request.
Example of the request:
{ "getAutoCarePartDetails": { } }
KOD-19491: Custom Parser Request
KOD-19499: Top Menu & Header Updates
Regression Tests
Case 1
The header menu links should function as they did previously.
Case 2
The Shop By Category dropdown should function in the same manner as before.
Tests
Case 1
Add child items to header menu items.
On the website, there should now be a dropdown with the child item links.
KOD-19553: Importing product images
KOD-19568: Display password limitations in real time
Regression Tests
Case 1
Navigate to the sign-in page. Enter your password. Ensure that no limitations are displayed.
Case 2
On the home page press on the “Account“. Enter your password. Ensure that no limitations are displayed.
Tests
Case 1
On the operations portal navigate to the setting screen.
Change settings and confirm it effects reset-password and account-password pages.
Repeat next steps for reset-password and account-password pages.
Start entering values in password input.
Confirm limitations are updated after entering new symbol.
In the confirm password input repeat your password. Confirm “Passwords match“ limitation turns valid.
If you clear password and confirm password inputs - “Passwords match“ turns invalid.
Case 2
Change settings and confirm it effects reset-password, credit-application-password and account-password pages.
Repeat next steps for reset-password, credit-application-password and account-password pages.
Start entering values in password input.
Confirm limitations are updated after entering new symbol.
In the confirm password input repeat your password. Confirm “Passwords match“ limitation turns valid.
If you clear password and confirm password inputs - “Passwords match“ turns invalid.
KOD-19598: Display Date and ERP # on Orders & Open Invoice Preview in Customer Portal
Regression Tests
Case 1
In Customer portal, make sure that order detail page is loading properly without any issues.
Tests
Case 1
In Customer portal → order details screen:
Invoice # should show ERP # if it is available. If not it will fallback to Web #.
Invoice date should show field extra3 if the status is Paid or Invoiced, else it will show extra4.
KOD-19658: Implementation - News page
Tests
Case 1
Go to the news page, check that all the images are showing fine without errors.
All these pages should be displayed newest > oldest.
Case 2
Go to the news page.
Ensure that it has all the same functionality as the original.
Case 3
On the news page, test all the functionality:
Page Size
Page Number
Category
Clear Filters
Case 4
Go to an individual news page, these should display fine and look like the originals.
Case 5
Test that adding a new page to the news page works fine and it displays as the latest.
Case 6
Also, test that the mobile version looks and functions correctly.
KOD-19662: Add Shop by Store filter - UX
Regression Tests
Case 1
Login as a customer.
Navigate to any category.
Ensure that you can view the new filters "Warehouse" and "In Stock".
Try applying various existing filters.
Confirm that all functionality works as expected.
Tests
Case 1
Login as a customer.
Navigate to any category.
Ensure that you can view the new filters "Warehouse" and "In Stock".
Try to apply “In Stock“ filter.
Confirm that all functionality works as expected.
Case 2
Login as a customer.
Navigate to any category.
Ensure that you can view the new filters "Warehouse" and "In Stock".
Try to apply “Warehouse“ filter.
Confirm that all functionality works as expected.
Case 3
Login as a customer.
Navigate to any category.
Ensure that you can view the new filters "Warehouse" and "In Stock".
Attempt to apply both the "In Stock" and "Warehouse" filters simultaneously.
KOD-19671: Implementation - Restarting the image importer
KOD-19672: Implementation - Importing images from a spreadsheet
KOD-19702: Implementation - Customer portal - some buttons do not function
Regression Tests
On the customer portal, check that you can redirect to pages using buttons on dropdown.
Tests
Case 1
Verify on the customer portal that the help button is not visible within the dropdown menu.
KOD-19731: Save to ERP Updated Requirements
Tests
Case 1
After moving a "Cash Quote" to the "Quote Won" status, ensure that the value of the "user10" field matches the value of the "total" field for the same cash quote.
Add products to the cart, go to cart and checkout (not all products have card payment method available).
Test card payment method.
Tests
Case 1
Test camera permission handling for barcode scanner.
Case 2
Add product to the cart and go to checkout (not all products have card payment method available).
Test card payment method for guests.
KOD-19753: Automatically assign guest orders to the Cash Account
Tests
Case 1: Automatically assign guest orders to the Cash Account.
Find setting: defaultConsumerCompanyCode and put some code of company.
Then make the guest order.
Then go to employee side, order list page and select last order, should be assigned to company which we mentioned from setting:
defaultConsumerCompanyCode
KOD-19763: Parser Tweak
KOD-19769: Customer App - Issues while testing App
Tests
Case 1
Guests should not have access to the cart functionality, including the ability to add products to the cart.
Case 2
For logged-in users, ensure that prices are accurately displayed in both the cart and any search results.
For guest users, prices should not be displayed at all.
Case 3
Warehouses in product’s inventory should have zeroes instead of “Call for Availability”.
Case 4
Case 4.1:
Add products to the cart and start creation of the order.
Choose “CUST PICK UP” delivery type.
Choose any pickup location.
You should see your chosen pickup location after you save pickup location.
Case 4.2:
Try to choose different pickup locations and make sure that total price is correctly updated depending on the pickup location.
Case 4.3:
Create an order and go to my orders.
Wait for the order to be shown in resent orders (drag down order list to update the list of shown orders. Your order should appear on the top)
Press on this order and confirm that pickup location is correctly displayed for this particular order in order details screen.
Case 5
(iOS only) Go to product lists. Press on any existing list and go inside of this list. Press 3 dots of the top and try to delete list. You should not see correct placement of the buttons, they should not be touching
Case 6
Try to request account. This functionality should be working correctly.
Check for the email on the operations portal.
Case 7
Long-named categories should be truncated or cropped for better display.
Case 8
You should see correct app bar color both on android and iOS.
Case 9
You should not see the delivery date/time feature.
Case 11
You should be able to change your location.
KOD-19827: UX for default view for certain categories
Regression Tests
Case 1
Navigate to category page.
Confirm this page is properly loaded, filters are working, and subcategories are clickable.
KOD-19838: Add SALE or AUTHONLY to employee order payment
Regression Tests
Case 1
Make sure that next screens work fine:
Activities
Activity Templates
Tickets
Company Activities
Company Tickets
Case 2
Operations Portal:
Order Details screen.
Cash Quote Details.
Expected behavior: Users should be able to pay for an order using a credit card.
Tests
Case 1
Operations Portal
Order Details screen.
Cash Quote Details.
Pay order modal.
Expected behavior: A Type select field has been added with values AUTHONLY and SALE. Users should be able to pay for the order using either of these values.
KOD-19860: Catalogs instead of product lists
Regression Tests
Case 1
Log in and go to any product list → product list should remain unchanged with the addition of the new add to catalog dropdown in place of add to list dropdown.
Case 2
Log in and go to any product list → click into a product → product description page should remain unchanged with the addition of the new add to catalog dropdown in place of add to list dropdown.
Tests
Case 1
Links to catalogs page →
When not logged in:
Click the catalogs link up top, it will redirect you to the login page and then redirect you to the catalogs page.
When logged in:
Click the catalogs page, it should bring you directly to the catalogs page.
Case 2
When logged in:
You should see the catalogs link in the header and clicking on it will bring you to the catalogs page.
Case 3
On the Catalogs Page:
You should see Company Catalogs and Customer Catalogs.
Company Catalogs →
If you are a company admin → you will see the ‘Add Catalog’ button.
If you are not a company admin → you won’t see the ‘Add Catalog’ button.
Customer Catalogs →
You will always see the ‘Add Catalog’ button, does not matter if you have admin access or not.
Case 4
If no catalogs have been created yet:
Company catalogs → Message would say: There have been no company catalogs created for your account yet. Please reach out to your company administrator if you'd like some set up.
Customer Catalogs → message would say There have been no customer catalogs created for your account yet.
Case 5
Click on either the catalog name or view button and it will bring you to the correct catalog
If no products are present:
Company catalog →
Customer can modify and has company admin access, you will see the error:
There are no products in this list yet. Shop around and add some.
Either customer cannot modify or doesn’t have admin access:
There are no products in this list yet.
Company Catalog →
Customer can modify:
There are no products in this list yet. Shop around and add some.
Customer cannot modify:
There are no products in this list yet.
Case 6
For a company catalog →
If user is admin and customer can modify, you should be able to do the following:
Add
Edit
Delete
If user is not admin or customer cannot modify, you won’t be able to do any of the above
Case 7
For a customer catalog →
If a customer can modify, you should be able to do the following:
Add
Edit
Delete
If customer cannot modify is true, you won’t be able to do any of the above.
Case 8
If user can edit:
Click into a catalog that you can edit.
Could update the parent, name, and/or description.
Click Save.
Updates should be reflected.
Cancel edit:
Update a field.
Click Cancel or click the x or click outside the box.
Nothing should have changed.
Open up edit pop up again.
You should see the correct values.
Case 9
If user can delete:
Click delete button.
Pop up should appear to confirm deleting.
Click delete.
You should be navigated back to the catalogs home page and you should no longer see that catalog.
Cancel delete:
Click delete button.
Click cancel, X, or outside the box.
Nothing should have been changed.
Case 10
If user can add:
Click into any category or search for a product.
On the product list page, you should see an ‘Add to Catalog’ button - click the button.
Or if you click into the product description page, you will also see the ‘Add to Catalog’ button.
A list of all the catalogs that have customer can modify = true should show.
Click on one of the catalogs.
Item should now be added to the correct catalog.
Case 11
If a user can delete items from a catalog →
Go into any catalog that you have the ability to edit.
Click the X button to remove the item.
Notice the item has now been removed from the catalog.
Case 12
Company group catalogs →
You should see company group catalogs under the Company Catalogs section.
Click into one.
Notice you cannot edit or delete these catalogs.
Notice on the ‘Add to Catalog’ dropdown, you cannot add items to a group catalog.
KOD-19865: Video Outline
KOD-19866: Implementation - Order templates
KOD-19875: Implementation - Always assign shipto on login
KOD-19886: Menu Updates & Intro Page
KOD-19889: Implementation - Do not reorder products
Regression Tests
Case 1
Log in as a customer and ensure that pricing and product availability are displayed correctly without any issues.
KOD-19895: Level 3 data issue on converge - Amount Invalid
Regression Tests
Case 1
Pay multiple orders/invoices - Open Invoices tab of Company screen.
Tests
Case 1
Test pay order with Converge level 3 data turned on.
Setting convergeLevel3 should be turned on (value = saveAndSend).
Pay order - Open Order Details screen in operations portal, do calculate totals. Click “Pay Order“ icon.
2 sub cases here:
leave “Payment Amount“ empty - in this case order total will be used for payment.
fill in “Payment Amount”. Amount entered should be less than calculated tax on order (could be 0.01)
Payment should went through successfully in both cases.
Check data in “Payment Attempts”.
KOD-19908: Shipping Tax Updates
KOD-19916: Add public search product/text endpoint to server side
Take into account that if the parameter is an String (example warehouseCode), we are actually sending a warehouseCode = "" that it is different than not sending it at all.
We should receive the same response as you get in the regression test case example (using endpoint sending the header Accept application/json).
KOD-19923: Implementation - Search results show description only
Tests
Case 1
You should be able to see product code for the description in Recently Viewed products (you should open some products before that.
Case 2
You should see product code in suggestions.
Case 3
You should be able to open products with the slash in the code of the product.
KOD-19931: Catalogs not showing on the new sites
KOD-19938: Fix image stretching on kodaris demo site
Regression Tests
Case 1
Click on a product that has related products → related products should still show.
Case 2
Make sure you view at least 4 products → then on the fourth or higher product viewed you should see the recently viewed products slider (might need to test on commerce site since recently viewed products isn’t populating on content site).
Tests
Case 1
Click on a product that has related products → notice the related products are not stretched out.
Case 2
Make sure you view at least 4 products → then on the fourth or higher product viewed you should see the recently viewed products slider (might need to test on commerce site since recently viewed products isn’t populating on content site).
KOD-19942: Add group permission role to add customer panel
Regression Tests
Case 1
If useNewCustomerActivationFlow is on:
In Customers screen, click Add customer and check that you are able to add a customer with username and company field with the following fields as optional:
Roles, Template
Case 2
In Companies screen, click Add customer and check that you are able to add a customer with username field with the following fields as optional:
Roles, Template
Case 3
If useNewCustomerActivationFlow is off.
In Customers screen, click Add customer and check that you are able to add a customer with only username and company field.
Case 4
In Companies screen, click Add customer and check that you are able to add a customer with only username field.
Tests
Case 1
If useNewCustomerActivationFlow is on.
In Customers screen, click Add customer and check that you are able to add a customer with group role.
Case 2
In Companies screen, click Add customer and check that you are able to add a customer with group role.
KOD-19955: Make Shop By Store More Easily Visible
Regression Tests
Case 1
In the website, Shop by store link/button should still work as usual.
Tests
Case 1
In the website, Shop by store should now look like a button with primary site color as background.
KOD-19958: Update logos on kodaris.com
KOD-19970: Custom Parser Request
KOD-19972: Add UX for new option for getting payments via search API
Regression Tests
Case 1
In the Accounts Receivables screen, click on the "Pull payments to ERP" button and proceed to pull Web Account Payments. Test the Export Format options including JSON, EDI820, EDI823XML, and CSV. Ensure that there are no issues encountered during this process. Run exports for other versions and confirm that a file is generated for each one as expected.
Tests
Case 1
In the Accounts Receivables screen, click the "Pull payments to ERP" button and proceed to pull Web Account Payments. Test the Export Format using API. Ensure that there are no issues encountered during this process.
KOD-19974: DDA French Translation Updates
KOD-19979: Change pricesByCodes to post method to avoid unsafe char issues
Regression Tests
Case 1
Search for any product.
Code is just a number.
Code can have special characters.
Notice the price, in/out of stock, and pack sizes are still present.
Case 2
Search for any product.
Code is just a number.
Code can have special characters.
Click into a product.
Notice the price, in/out of stock, pack sizes, manufacture item number, and item number are still present.
Case 3
On home screen scroll down to the carousel of products.
Items should either show ‘Call for Availability’ and ‘TBD’ or ‘Buy Now’ with the price.
Tests
Case 1
Search for a product that has a comma (,) in the product code (can also have other special characters).
Notice the price now shows up on the tile.
Case 2
Search for a product that has a comma (,) in the product code (can also have other special characters).
Click into the product.
Notice the price now shows up on the tile.
Case 3
On the home screen, scroll to the carousel of products.
Make sure there is a comma present in one of those product codes (could also have other special characters).
Items should either show ‘Call for Availability’ and ‘TBD’ or ‘Buy Now’ with the price.
KOD-19981: Demo Site - add ux for tracking related products slider BI
Regression Tests
Case 1
Make sure that related products slider works as intended and clicking on different slider items parts takes the user to the product page.
Tests
Case 1
The links on the related products should contain ?trk=related-products query param.
KOD-19983: Confidential Tab Doesn't Load from Companies>Company>Customers>Customer
Tests
Case 1
In Operations portal, Companies → Company → Customers -> Confidential tab, please check that you are able to see and edit the following fields:
