Validate delivery address via Avalara before releasing orders to ERP
Before releasing orders or cash quotes to your ERP, you can now validate delivery addresses in the Kodaris Operations Portal using Avalara if you are using it as your tax engine. Doing this will ensure you have the proper address for taxes, delivery/shipping, etc.
This new feature will display both the originally documented address at the time the order was placed and the new, suggested address. The new address may have slight adjustments from the original so that it’s properly formatted. For example, it may contain four extra digits to complete the delivery zip code, which helps parcel services sort, route, and deliver mail more efficiently.
To learn how to enable and utilize this feature, refer to this video.
https://youtu.be/SI4zV0ShyzE
Edit product information from a Categories page under the Products tab
You can now directly edit product information from a Categories page under the Products tab. Once on the Products tab, you can double-click a cell to edit. Press “Enter/Return” or click outside the edited cell to save the changes.
Check out this video to learn how to directly edit product information from the Products tab on a Category!
https://youtu.be/7zz-6yW-GJo
Customer Portal
Display tracking number on Customer Portal orders grid
Your customers can now add tracking numbers to their Orders grid in the Customer Portal. Tracking numbers can be added as a separate column on the grid itself, and once enabled, it will show the corresponding tracking number per order.
This new enhancement to the Orders grid will allow your customers to easily and quickly view their tracking numbers, thus enabling them to keep tabs on the shipping status of their orders.
Learn how to add tracking numbers to the Orders grid by watching this video.
https://youtu.be/yt5Pk-sk5lk
Filter columns by specific values
Filtering columns by specific values has long been available in the Kodaris Customer Portal; however, this feature now is also available on the following screens and columns:
Tickets screen: Type, Priority Status, Reporter
Orders screen: Delivery Country, Delivery State
Quotes screen: Delivery Country, Delivery State
Locations: State
Employees screen: State, Language Code
Invoices screen: Status
Watch this video to learn how to filter columns by specific values.
Go to customer portal → orders screen → order detail page.
Check that everything looks good.
Tests
Case 1
Go to customer portal → orders screen.
Click on columns button.
Check that you can see new field Tracking #.
Case 2
Go to customer portal → orders screen.
Click on columns button.
Check that you can assign and unassign new field Tracking #.
KOD-19829: Set up host and branding
KOD-19843: Run script for converting CMYK images to RGB
KOD-19849: Make columns with limited value sets facetable
Regression Tests
Case 1
On the customer portal navigate to the tickets screen.
Confirm page is visible and data is loaded.
Navigate to the ticket’s detail page.
Confirm this page displayed properly.
Case 2
On the customer portal navigate to the orders screen.
Confirm page is visible and data is loaded.
Navigate to the order’s detail page.
Confirm this page displayed properly.
Case 3
On the customer portal navigate to the quotes screen.
Confirm page is visible and data is loaded.
Navigate to the quote’s detail page.
Confirm this page displayed properly.
Case 4
On the customer portal navigate to the locations screen.
Confirm page is visible and data is loaded.
Navigate to the location’s detail page.
Confirm this page displayed properly.
Case 5
On the customer portal navigate to the employees screen.
Confirm page is visible and data is loaded.
Navigate to the employee’s detail page.
Confirm this page displayed properly.
Case 6
On the customer portal navigate to the open invoices screen.
Confirm page is visible and data is loaded.
Tests
Case 1
On the customer portal navigate to the tickets screen.
For columns:
type
priority
status
reporter
confirm “Counts“ is opened on filtering.
Apply filter by pressing on checkbox on Counts tab.
Confirm data is filtered.
Case 2
On the customer portal navigate to the orders screen.
For columns:
deliveryCountry
deliveryState
Confirm “Counts“ is opened on filtering.
Case 3
On the customer portal navigate to the quotes screen.
For columns:
deliveryCountry
deliveryState
Confirm “Counts“ is opened on filtering.
Case 4
On the customer portal navigate to the locations screen.
For state column
Confirm “Counts“ is opened on filtering.
Case 5
On the customer portal navigate to the employees screen.
For columns:
state
languageCode
Confirm “Counts“ is opened on filtering.
Case 6
On the customer portal navigate to the open invoices screen.
For status column.
Confirm “Counts“ is opened on filtering.
KOD-19852: Frequently ordered items
Regression Tests
Case 2
On operations portal change the setting called “CatalogsEnabled“ to 0
Log in to customer portal
The catalogs link should not be there
Instead Company and group catalogs will be in 'Shop by Store' dropdown.
Go to any Catalog, Check that group catalogs function as they did previously. Ensure that company catalogs are now editable.
Tests
Case 1
Go to /spcu/catalogs link.
The catalogs page should be displayed with some catalogs if there are any.
There should be 2 sections: “Company Catalogs“ and “My Catalogs“ .
Case 2
If there are no catalogs there should be a message that says so.
Case 3
In this test case we should check if we can create the catalog and see it’s items. Since we won’t have 'Add to catalog' buttons right now, we can fill up our catalog in operations portal.
We should also check if we can remove items from catalogs.
Case 4
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.
Verify that the breadcrumbs for nested catalogs are displayed correctly.
Case 5
On the operations portal turn on setting “CatalogsEnabled“.
Navigate to the welcome commerce page.
Log in as a customer.
Confirm on the top section “Catalogs“ link is displayed.
Confirm there are no catalogs under the Shop by category section.
Navigate to the catalogs page.
Select editable catalog and confirm there is delete from catalog button on each product.
Case 6
On the operations portal turn on setting “CatalogsEnabled“.
Log out from the customer portal.
Confirm there is no catalogs available on the welcome page.
Access the catalog via URL to manage products that can be deleted.
Confirm there is Sign in page displayed.
Repeat this steps as a logged user with “Catalogs enabled“ setting turned off.
Case 6
Change “Catalogs enabled“ setting for another types and values.
Confirm page is loaded properly for any setting.
Case 7
Turn off CatalogsEnabled setting from the operations portal.
Navigate to the product list.
Confirm “Add to list button is visible” and “Add to catalog“ is not.
Navigate to the product page.
Add product to the list from the product and product list pages.
Confirm these products were successfully added to list.
Case 8.
Turn on CatalogsEnabled setting from the operations portal.
For the product and product list pages confirm “Add to Catalog“ button is visible.
For these pages use this button to add product to the catalog.
Navigate to the catalogs page and select updated catalog.
Confirm products were successfully added to the catalog.
KOD-19905: Sales Opportunity $ Field for Job Tracker
KOD-19915: Exclude Inactive Customers when Assigning Guest Orders
Regression Tests
Case 1
In Operations portal → Orders → Order detail screen.
Please make sure the Assign to Company icon shows for guest orders and the popup works without any issues. You should still be able to assign companies without ay issues.
Tests
Case 1
In Operations portal → Orders → Order detail screen.
For guest orders, click Assign to Company icon. Check that the suggested companies in the autocomplete do not show inactive companies.
KOD-19936: Issues while testing apps
Regression Tests
Case 1
We should check that search product by SearchString or category should still working fine in the customer portal.
Tests
Case 1
The quantity of items in the cart should remain accurate after an item is deleted.
Case 2
Go to Cart color when you add item to the cart from product page should have the same colors as the base color of the app.
Case 3
use endpoint: GET /api/user/category/**
With response type JSON, with categoryCode=validValue.
inStock=false, searchString=validValue and includeFilter=true or false, both option should return the same products as result.
KOD-19978: Price Breaks Showing when Skid is Selected
KOD-19984: Editing Product Data via Category Grid Screen
Regression Tests
Case 1
In Operations portal → Categories → Category → products tab, the page should load normally without any issues. You should be able to add and delete products without any issues.
Tests
Case 1
In Operations portal → Categories → Category → products tab, you should be able to edit products without any issues.
KOD-19998: Level 3 data issue on converge - Amount Invalid - UX
Regression Tests
Case 1
Login to the operations portal.
Go to Orders → Order Details.
Click Pay Order button.
Fill all inputs with some data.
Open Network tab in Dev Tools.
Make sure we’ll send all data from inputs in request body.
Tests
Case 1
Login to the operations portal
Go to Orders → Order Details.
Click Pay Order button.
Fill all inputs with some data except “Payment Amount”.
Open Network tab in Dev Tools.
Make sure “payment amount“ field is not presented in request body.
KOD-19999: Should Not Be Able to Remove Core Charge Separately
Regression Tests
Case 1
Log in and go to any product list → make sure everything remains the same.
Case 2
Log in and click into any product that is not core → make sure nothing has been changed.
Case 3
Log in and add a product to the cart → go to the cart → make sure nothing has been changed and everything works correctly.
Case 4
Log in and add more than one product to the cart → go to the cart → click remove on one of the products → notice the product is removed and the page does not reload.
Case 5
Log in and add something to the cart → go to cart and update quantity → now remove that item → notice functionality remains the same.
Tests
Case 1
Add any product to the cart.
Navigate to a core product and click on it.
Notice the + Core Charge next to the price.
Add item to cart.
Go to the cart.
Notice on the core charge item, you won’t see the remove button or the quantity selection.
Click remove on the core product.
Notice the core product and the core charge item are removed.
Case 2
Add core product to the cart.
Go to the cart.
Update quantity on the core product.
Notice the price on both the core product and core charge update accordingly.
Now remove core product.
Notice core product and core charge are no longer there.
Page will only refresh if those were the only things in the cart.
KOD-20002: Cart price is not updated
KOD-20005: Rule for Taxes on Shipping
KOD-20015: Add Commerce Demo Mobile App to TestFlight
KOD-20018: Filter Category Columns: Product Display, Display, Searchable Need to be Sortable/Filterable
Tests
Case 1
Check whether we can filtering and sorting by fields: Product Display, Display, Searchable, endpoint: /api/system/productFacet/list
The same will do for fields: display, searchable.
Also check sorting by fields: Product Display, Display, Searchable.
KOD-20020: Customer portal - order template is not scrollable
Tests
Case 1
Log in and navigate to the order details screen on the customer portal → now resize the page and make sure you can scroll down to see the entire details screen.
KOD-20051: Add PDF guide content to help section of website
KOD-20052: Exclude billing addresses
KOD-20053: Add index to icss
KOD-20055: Remove hyperlinks
Regression Tests
Case 1
Make sure the news pages still work as normal.
Tests
Case 1
Check URLs on the pages and they shouldn't be highlighted or clickable.
KOD-20057: Add Office 365 Credentials Help Page
KOD-20059: Check repo
Regression Tests
Case 1
Login as a customer, check that you can add products to the cart from next pages:
Categories screen (all 3 views).
Product details page.
Quick order dropdown.
Quick order page.
Case 2
Log in and review the initial step of the checkout process. Ensure that it appears satisfactory both when items are in the cart and when the cart is empty.
Case 3
Login as a customer, please check that third step of checkout looks good.
Case 4
Login as a customer, please check that header looks good, without any problems.
Tests
Case 1
Login as a customer, please check that on delivery and payment tab of checkout you can see Total may not include freight, additional charges, etc.
Case 2
Login as a customer, please check on first step of checkout you don’t see request custom item when there are products in the cart and there aren’t any products in the cart.
Case 3
Login as a customer, check that you don’t see dropdown for languages in the header.
Case 4
As a guest user, please check that you cannot add products to the cart and you are redirected to login page on next pages:
Categories screen (all 3 views).
Product details page.
Quick order dropdown.
Quick order page.
KOD-20067: Update name on shipto
KOD-20072: Serverside API Endpoints - Create and Update a Custom document db doc
Tests
Case 1
Use User Script from Operations Portal to create or update custom document db for product.
There are 2 new endpoints and these are examples for how to use them:
By product ID → /api/system/productDocument/{productID}/createOrUpdate}
var result = scriptServiceUtils.runAPIMethod("POST", "/api/system/productDocument/{productID}/createOrUpdate", {"productID": 8}, {}, {"_id": "myNewID", "myDocument": "TestProductServerSide"} );
By product code → /api/system/productDocument/byCode/{productCode}/createOrUpdate
var result = scriptServiceUtils.runAPIMethod("POST", "/api/system/productDocument/byCode/{productCode}/createOrUpdate", {"productCode": 'newCodeForSorl'}, {}, { "_id": "anotherId", "MyValue" : "TestingServerSide"} );
KOD-20073: Add In Stock Filter to Search, Categories, and Company Catalogs
Regression Tests
Case 1
Go to search, category, company catalog pages. As a guest user, you should not be able to see In stock filter.
Tests
Case 1
When settings pimInStockFilterEnabled are enabled:
In website, go to search, category, company catalog pages. You should be able to see In stock filter. Click Yes option and the page should only show in stock products.
If settings pimInStockFilterEnabled is disabled: the In stock filter shouldn’t show.
KOD-20074: Remove warehouses from checkout
KOD-20080: Filter Category Columns: Product Display, Display, Searchable Need to be Sortable/Filterable UX
KOD-20081: Add Image to Category Cache
Regression Tests
Case 1
For regression we want to check that we can see categories in ‘Shop by categories’ .
Tests
Case 1
Corroborate that in the following endpoints you get the new ‘mediumImage’ field for the categories:
/api/system/category/cache
/api/user/category/cache
It's essential to test both scenarios: with the hostCode and without it. The new field should appear in both cases.
Case 2
Attach primaryImage from Operations Portal and corroborate that it is updated the cache.
Go to the Operations portal → Categories → Attach any primary image to the category.
After confirming the updates to the smallImage, mediumImage, and largeImage fields, proceed to hit the endpoint and verify the changes.
KOD-20082: Remove margin
KOD-20087: Support .spin images on products
Regression Tests
Case 1
Ensure that both the product list and product pages are still functional. Additionally, verify that the images are loading correctly.
Tests
Case 1
Go to a product that has a spin image, it should be first in the options and auto selected.
Verify that this functionality operates smoothly without any errors.
KOD-20094: Return mediumImage field when getting attributes
KOD-20099: Redirect to login page
KOD-20104: Enable Paying Orders w/ Saved Cards - Make type not required
KOD-20109: Format product specifications
Regression Tests
Case 1
Verify that the product detail page remains functional without encountering any errors.
Tests
Case 1
Make sure the product specs and features are formatted correctly.
