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October 31, 2024 release notes

Highlights

Commerce

New search tooling and rules available 

In this release, we’ve added new search tooling and rules that you can apply to the search functionality on your Commerce website. These search features will greatly enhance the website browsing and search experience for your customers.

Documentation about configuring the search tooling and rules for your website is linked below and available within our product documentation library.

Operations Portal

Add items from a catalog to an order

You can now add items from a catalog to an order, cash quote, and quote in the Operations Portal. This functionality and process is similar to adding items to an order from a product list.

Watch the video to learn how to use this feature:

https://youtu.be/9c_Zr8nyTHI

Limit employee access to only their assigned Companies

By using group templates and roles, you can ensure that your employee users only have access to the Companies they’re assigned to. This means that, with the proper settings, your employees will only have access to their assigned companies and their corresponding information, such as orders, cash quotes, shiptos, etc.

Learn more about this capability in this video:

https://youtu.be/8-Ea2p7G5CQ

“Work Status” field added to the Tickets tab under Companies

When viewing the Tickets tab under a Company account, a new field titled “Work Status” has been added to the list of available fields. By adding this column to your view, you can quickly see the current status of any ticket relating to a customer account without needing to click into individual tickets.

Watch the video to see how to access this new field and add it to your view:

https://youtu.be/H0_9blwuuEo

System events linked and displayed under Orders, Customers, and Companies

Any system event associated with an Order, Customer account, or Company account will be linked and displayed under the “System Events” tab found within their respective Details pages. This feature makes it simpler and faster to find events related to an individual Order, Customer account, or Company account and may help troubleshoot any issues if they arise.

Learn more about this feature by watching the video below:

https://youtu.be/Omdg1rFQcjA

Mass import “Assignees” on Vendors

Using the import capabilities found in the Operations Portal, you can now mass import employee assignments on Vendors. Instead of manually adding users, or employees, as Assignees per Vendor, you can do this in bulk.

Watch the video to learn how:

https://youtu.be/c88NkpOajFk

General import feature added to Vendors screen

You can now import files on the Vendors screen to add and/or update your list of vendors. When importing a file, you have the option to choose between “Create & Update”, “Create Only”, and “Update Only”. The process to do this is the same as importing files in other data grids throughout the Operations Portal.

Learn more about the feature in this video:

https://youtu.be/U_yLCcsCWFA

PIM

View category tree by host

If you are using multi-site mode, you can now view your website category trees by host. This feature allows you to easily view category trees and have a more comprehensive overview of your product categories per website.

See how you can access category trees by host:

https://youtu.be/3972pA2-lUA

Mobile App

“Tickets” tab added to Company Details screen

The “Tickets” tab has been added to the Company Details screen on the Employee Mobile App. This new tab will show any tickets related to the chosen company. If a ticket exists, you will be able to click into the ticket and view the ticket information.

Check out the new feature in the image below, or download the app to see for yourself! If you haven’t downloaded the mobile app yet, head to the App Store or Google Play, search “Kodaris Employee Portal”, and download the app with the Kodaris logo. To log in, enter your company’s domain/URL, your username, and your password. Your credentials will be the same as what you use to log into the desktop version.

1136_Kodaris_Mobile_App__500_x_1000_px___500_x_500_px___1_.png

Tickets

  1. KOD-18246: [Commerce] Search - Add a query param if the user selects a suggestion
    • Regression Tests
    • Case 1
      • For this regression test, we are going to search for a product, first we won’t click on a suggestion and then we will.
      • We need to make sure that the search and autocomplete functionality is still working as expected.
    • Case 2
      • For this test, we are going to test the autocomplete field inside of the quick order screen and the quick order modal.
      • You should be able to use the autocomplete functionality without any issues.
      • We will select a product and click on Add to cart.
      • We should be redirected to the cart screen and the item should appear in the cart.
    • Case 3
      • For this test you should be logged in. We are going to add a product to the cart, then we are going to click on next.
      • Now we are testing the autocomplete fields for Search for a billing address and Search for a shipping address.
      • Both fields should work properly and fill the following fields successfully.
    • Tests
    • Case 1
      • For this test, we are going to search for a product without clicking on the suggestions.
      • You should see in the URL that “og” and “sg” query params are empty if we don’t click on a suggestion.
      • We should only see “searchString” param having a value matching what we enter in the input.
      • We should also test this on mobile.
    • Case 2
      • For this test, we are going to clear the input and click on a suggestion.
      • You should see that searchString has a value matching the item code you clicked, og should be empty since there was no original text entered and sg should equal 1.
      • We should also test this on mobile.
    • Case 3
      • For this test, we are going to enter a value in the input and click on a suggestion.
      • You should see that searchString equals the item code, og equals the text you entered before clicking on the suggestion and sg equals 1.
      • We should also test this on mobile.
  2. KOD-18615: Demo Site - add UX for Promotion / Coupon on Checkout
    • Regression Tests
    • Case 1
      • Go through the checkout.
      • Make sure the final checkout tab loads fine and everything looks good.
      • Make sure both addition charges sections and discounts are still shown.
    • Case 2
      • On the following templates, make sure that charges and discounts are still shown correctly.
        • Order details
        • Order email
        • Order pdf
        • Account quote email
        • Account quote pdf
        • Account quote details
    • Tests
    • Case 1
      • On the final checkout tab, make sure coupon box looks good.
      • Check that you can apply a coupon.
      • If the coupon code is invalid, an error message should show.
      • After applying the coupon, it should show up in the list of discounts in the order totals section.
    • Case 2
      • Place the order, and make sure the applied coupon is applied on the order.
  3. KOD-20990: Updates to Customer Portal with new register endpoint
  4. KOD-21032: Add UX to add orderID, customerID, and companyID to events screen
    • Regression Tests
    • Case 1
      • For this regression test, we will go to the System Events grid.
      • We will test the Show / Hide Columns button.
      • We will also test the filtering and sorting of the columns.
      • Everything should be working fine.
    • Tests
    • Case 1
      • For this test, we will go to the System Events grid.
      • We will add the new Order ID, Customer ID and Company ID columns.
      • The new columns should appear accordingly.
      • Currently, these columns don’t support filtering or sorting.
    • Case 2
      • For this test, we will access the System Events tab inside Orders, Companies and Customers that doesn’t have a System Event related to.
      • The grids should be empty in all of these cases.
    • Case 3
      • For this test, we will go to Orders > Select an order > System Events tab.
      • In this new grid, you should only see System Events related to this order.
      • We will test the Show / Hide columns button of this new grid, as well as the filtering and sorting.
      • Also, the preview and download and buttons should work fine too.
      • We will also test the Details button. When we click on it, you should be redirected to ['/orders', data.orderID, 'system-events', data.eventID]".
      • We should test the editing of the fields and make sure everything is saved properly.
      • We will also test the breadcrumbs to make sure they redirect you to where they should.
    • Case 4
      • For this test, we will go to Companies > Select a company > System Events tab.
      • In this new grid, you should only see System Events related to this company.
      • We will test the Show / Hide columns button of this new grid, as well as the filtering and sorting.
      • Also, the preview and download and buttons should work fine too.
      • We will also test the Details button. When we click on it, you should be redirected to ['/companies', data.companyID, 'system-events', data.eventID].
      • We should test the editing of the fields and make sure everything is saved properly.
      • We will also test the breadcrumbs to make sure they redirect you to where they should.
    • Case 5
      • For this test, we will go to Customers > Select a customer > System Events tab.
      • In this new grid, you should only see System Events related to this customer.
      • We will test the Show / Hide columns button of this new grid, as well as the filtering and sorting.
      • Also, the preview and download and buttons should work fine too.
      • We will also test the Details button. When we click on it, you should be redirected to ['/customers', data.customerID, 'system-events', data.eventID].
      • We should test the editing of the fields and make sure everything is saved properly.
      • We will also test the breadcrumbs to make sure they redirect you to where they should.
  5. KOD-21442: Fix the new system event screen
  6. KOD-21633: [UX] PIM Required Attributes Template
    • Regression Tests
    • Case 1
      • Go to Categories → Check if grid is working correctly.
      • Go to some category and check if routes between tabs is working correctly.
    • Tests
    • Case 1
      • Categories → Category → Filter Categories.
      • Assign some filter category to the category from the autocomplete list.
      • Delete filter category from the list of filter categories.
      • Check if all columns are displayed correctly.
  7. KOD-21726: Pre-Login Access to Order Status and Tracking via URL
    • Tests
    • Case 1
      • Call endpoint: /api/user/customer/trackingView?trackingNumber={trackingNumber}
      • This should have trackingNumber in scope for the publicTracking.ejs file when created.
      • In the operation logs, you should see the trackingNumber with a message when the method starts.
  8. KOD-21750: COD Payment link - Branding
  9. KOD-21803: Replace UUIDs in the system with nice code table where possible
  10. KOD-21837: Customers screen - Add ability to sort/filter by Active
  11. KOD-21900: Associative Products - Editing the order warehouse in the product cart
  12. KOD-21931: Paid Invoices Showing on Payment Reminder Email
  13. KOD-21941: Customizer issue with multilingual
    • Regression Tests
    • Case 1
      • Make sure that you’re able to use customizer. Welcome page widgets are working properly with no issues.
      • Make sure you’re able to update widgets in multilingual.
    • Tests
    • Case 1
      • Open api/system/contentPage/site-customizer page.
      • Check defaultLocale setting in operations portal settings. If it’s en-us ->
      • Make sure in customizer multilingual dropdown there is no English (default).
      • And when you update home content tiles for English → it is properly reflected for the English version of the site.
      • Try updating home content tiles for French (Canada) and French (Standard).
      • Make sure all updates are reflected properly for each language versions of the site.
  14. KOD-21959: Add home page slider image widget for mobile app banner
    • Regression Tests
    • Case 1
      • Check welcome page.
      • Make sure it is not broken.
      • Open customizer. Make sure you’re able to edit different widgets, save results.
    • Case 2
      • Check footer section.
      • Make sure it is shown with no issues. Links should work properly.
    • Tests
    • Case 1
      • Make sure new widget Home Slider Banner was added to customizer.
      • Upload image. Click Activate and publish. For desktop version of the site only images from Home Slider Banner should be visible (not from Home Slider Banner Mobile).
      • Make sure you’re able to see banner after successful upload.
      • Make sure slider buttons are showing and sliding is happening on click (if you have more than 1 banner slide).
      • Make sure you’re able to add link to banner. Make sure this links works on click on your banner image.
    • Case 2
      • Make sure new widget Home Slider Banner Mobile was added to customizer.
      • Make sure you’re not able to see banner for desktop version of the site (from previous test case)
      • Upload image for Home Slider Banner mobile.
      • Make sure you’re able to see your uploaded mobile banner image in the same place as it was for desktop version of banner.
      • Make sure you’re able to add links for your banner images. Make sure links are working properly.
      • Make sure slider buttons are showing and sliding is happening on click (if you have more than 1 banner slide).
    • Case 3
      • Make sure Mobile App Icons widget isn’t shown within welcome content page block as it was previously.
      • Make sure Mobile App Icons are shown within footer.
    • Case 4
      • Cleanup all values of Home Slider Banner and Home Slider Banner Mobile.
      • Make sure welcome page and customizer works with no issues.
      • Upload some images to the Home Slider Banner widget and leave Home Slider Banner Mobile empty.
      • Make sure desktop & mobile versions of the main page and customizer are displayed with no issues.
      • Cleanup images for Home Slider Banner widget and upload some images for Home Slider Banner Mobile.
      • Make sure desktop & mobile versions of the main page and customizer are displayed with no issues.
      • Try editing other widgets value. Make sure you can still customize and all updates are reflected on the site correctly with no issues.
  15. KOD-21978: Logged In Customer - Contact Us Info Automatically Populates
    • Regression Tests
    • Case 1
      • For this regression test, we will click on the “Contact Us” link in the header.
      • You should be sent to spcu/contact page.
      • First, we will try to submit the form without filling all the required fields.
      • You should be prompted to fill the missing required fields.
      • Now, we will fill all the required fields and submit the form.
      • You should see the success message at the bottom and the processForm endpoint being called if you open the Network tab.
    • Tests
    • Case 1
      • For this test, you have to log in.
      • We will click on the “Contact Us” link in the header.
      • You should be sent to spcu/contact page.
      • If your user has information for firstName, lastName, email or phone it should be autopopulated.
      • You can even try to change the information for your user on customer site and reload the project, the data should also be updated there.
      • We will fill any empty required field and submit the form.
      • You should see the success message at the bottom and the processForm endpoint being called if you open the Network tab.
    • Case 2
      • For this test, we will click on the “Contact Us” link in the header.
      • You should be sent to spcu/contact page.
      • We will scroll down to the warehouses section.
      • We will test the links for phone and address.
      • When we click on the address link, you should be redirected to Google Maps pointing to the address you clicked.
      • If a warehouse has some missing information, you should see it reflected as well.
  16. KOD-21982: Selective removal of orders on e hold
  17. KOD-22029: Generic Order / Cash Quote Item Import
  18. KOD-22046: Home Page Design
  19. KOD-22047: About Us Page Design
  20. KOD-22098: Update category tree view in operations portal to support host categories
  21. KOD-22099: Sending orders to ERP - Remove check for guest users
  22. KOD-22107: Associative Products - Paint First 6 Products Pricing First like we used to
    • Regression Tests
    • Case 1
      • Product detail, grid, list, cart pages should be loaded with no issues.
      • All existent functionality should persist and be loaded with no issues.
    • Tests
    • Case 1
      • Go to the Tools page. Make sure that devtools -> network has a request for the first 6 products.
    • Case 2
      • Also, in the list of products, need to find a product in which you can select unit. Make sure that when changing the unit, this choice is taken into account in the request.
      • Make sure that the selectbox with the unit is displayed to the right of the price, according to the conditions of the task.
    • Case 3
      • Make sure that when switching to the ListView, the Fulfillment component is displayed with the delivery selection.
  23. KOD-22108: AI PIM Descriptions - UX
    • Regression Tests
    • Case 1
      • Log in to the system.
      • Navigate to the Product screen.
      • Go to the Search tab, then switch to the Data tab.
      • Verify that the user can add and remove columns as before.
      • Check that the user is able to update the table data.
      • Ensure the user can export the table to a file.
    • Tests
    • Case 1
      • Log in to the system.
      • Navigate to the Product screen.
      • Navigate to the Data tab.
      • Verify that the aiDescription field is present.
      • Navigate to the Search tab.
      • Check if the updated value in the aiDescription column is reflected.
    • Case 2
      • On the Search tab, click the arrow to open the detailed view.
      • Edit the aiDescription field.
      • Navigate back to the Search tab and then to the Data tab.
      • Confirm that the updated value is correctly displayed.
  24. KOD-22131: Update search score/inspector to include categories
    • Regression Tests
    • Case 1
      • Make sure you can still load search and category pages as both a logged in and logged out user.
    • Case 2
      • When you are logged into the operations portal with an employee role of searchDebug, make sure when you search for a product, you still see the search score and inspector and can still open it up and click the different links.
    • Tests
    • Case 1
      • Make sure you have the employee role searchDebug and are logged into the operations portal
      • Click on the Shop By Category Button → click into any of the categories → notice the search score and inspector are on each tile (only in grid view) → make sure you can still open the inspector and the tabs/links work appropriately.
    • Case 2
      • Go back to the home screen and click on any of the categories in the list on the left hand side (if applicable) → notice the search score and inspector are on each tile (only in grid view) → make sure you can still open the inspector and the tabs/links work appropriately.
    • Case 3
      • Go into any category page → select any of the filters → make sure the search score/inspector is still present on the tile and you can still open the inspector.
    • Case 4
      • Go into any category page → select any product → on the breadcrumbs, click into the category → notice the search score/inspector is still present on the tiles and you can still open the inspector.
    • Case 5
      • Go into any category page that has the subcategory slider up top → click into any of those categories → you should be routed to that category and notice the search score/inspector is still present on the tiles and you can still open the inspector.
    • Case 6
      • Go to the site map → make sure the URLs get updated to include debug/highlights if applicable.
  25. KOD-22155: File names for attached invoices
  26. KOD-22166: Master Order Budget - calculate budget on nightly schedule
  27. KOD-22185: Import apAutomatedEmailAddress setting on vendors
  28. KOD-22196: Google Analytics tag does not cover most of the pages
    • Tests
    • Case 1
      • Google tag should now also be present on checkout thank you page and on each of the contact form thank you pages. To check this, you can place an order on the website, then you’ll be taken to the thank you page. You can see if google tag is there by inspecting the page, and searching for “google tag“ in the page’s html. Same should be checked for form’s thank you pages. Submit any form and check the same way as checkout.
  29. KOD-22202: Attach the email to the ticket
  30. KOD-22213: Integration
  31. KOD-22230: Statement is not subtotaling the invoices correctly
  32. KOD-22235: Enable sync from the datalake.
  33. KOD-22272: Timeline Block
    • Tests
    • Case 1
      • Add the timeline section to the page and confirm that it is visible on the screen and no errors occur.
    • Case 2
      • Confirm that the text and title in this section can be edited by clicking on the appropriate placeholder and by clicking the save button, the changes remain saved.
    • Case 3
      • Confirm that the number of columns in each slide can be adjusted by opening a slide and changing the "slidesPerView".
      • Change the value for the desktop and make sure the number of columns changes accordingly.
      • Change the value for tablets and phones and ensure that the number of columns matches the input value on these devices.
    • Case 4
      • Confirm that we can hide each slide by changing the "display" input value in the slide settings.
    • Case 5
      • Confirm that we can hide each column by changing the "display" input value in the settings of a specific slide's column.
    • Case 6
      • Confirm that when scrolling through the slides.
      • We go through each slide without skipping any.
      • The active slide (the one we are currently on) will have a white color in the pagination.
    • Case 7
      • Confirm that if, for example, in a slide with 5 columns, we set slidesPerView to a number less than the number of columns themselves, then:
      • We will see the number of columns specified in slidesPerView.
      • If we start scrolling, we will scroll through all the columns before moving to the next slide.
    • Case 8
      • Confirm that if we add a photo to any column.
      • The photo will, by default, occupy 100% of the column's width.
      • If we change the setting in "image max-width," the photo will occupy at most the specified width across all screen sizes.
      • If we change the “Add border to Image“ checkbox the photo will get the border.
    • Case 9
      • Confirm that the "Add new Slide" button work correctly.
      • When clicking "Add new Slide," a new slide is added.
    • Case 10
      • Confirm that when clicking the "Preview" button, we will see the section on the page exactly as it appears on the edit page, but without the "Add New Slide" button.
    • Case 11
      • Confirm that when changing the settings in "Color," the colors of the content, section, font, or border change correctly.
    • Case 12
      • Confirm that to see the column’s Link on the preview screen, we need to add both linkLabel and linkHref fields; otherwise, it will not appear on the screen.
    • Case 13
      • Confirm that if we have multiple slides, we can navigate between these slides using arrows.
      • On the first slide, the back arrow should be black to indicate that it is disabled; the same applies to the right arrow if we are on the last slide.
      • On mobile, confirm that we only display our arrows, and the decade labels will not be shown.
  34. KOD-22282: Add UX for employee group templates
    • Regression Tests
    • Case 1
      • An employee with normal access (ie admin) should still be able to view/access all companies as well as access all tabs if you click into a specific company.
    • Case 2
      • When you click into a company → you should still be able to update info on the details page.
    • Case 3
      • When you click into a company → on the address tab, you should still be able to search for an address as well as view all the addresses.
    • Case 4
      • When you click into a company → on the customers tab, you should be able to still view all the customers as well as search.
    • Case 5
      • When you click into a company → on the emails tab, you should be able to still view all the emails and preview and click into one.
    • Case 5
      • When you click into a company → on the orders tab, you should be able to still view all the orders of that company and click into one and view that order and all the details associated with it.
    • Case 6
      • When you click into a company → orders → into an order → the following API calls should be made successfully:
      • /api/system/order/${orderID}/lookupJurisdiction?jurisdiction=
      • /api/system/order/${orderID}/payments?size=${200}
      • then click onto the items tab → this api call should be made successfully
      • /api/system/company/${order.companyID}/companyWishList/list
      • as well as if there are items on that order, they should be listed.
    • Case 7
      • An employee with normal access (ie admin) should still be able to view/access all cash quotes as well as access all tabs if you click into a specific cash quote.
    • Case 8
      • As an employee with normal access, on the companies screen, you should still be able to start a cash quote.
    • Case 9
      • When you click into a cash quote → you should still be able to update info on the details page.
    • Case 10
      • When you click into a cash quote → on the items tab, then click onto the items tab this API call should be made successfully
      • /api/system/company/${order.companyID}/companyWishList/list
      • as well as if there are items on that cash quote, they should be listed.
    • Case 11
      • When you click into a cash quote → on the payments tab, if there are payments, they should be shown.
    • Case 12
      • On a company or cash quote, you should still be able to create and send an email.
    • Case 13
      • On the companies screen you should still be able to click start cash quote.
    • Case 14
      • On the companies screen you should still be able to click start order.
    • Tests
    • Case 1
      • Assign your employee to a specific company (on the employee screen, go to your employee, under companies make sure to add that specific company → also make sure you assign the CRM roles to that employee:
      • crmCompanyAddressEdit
      • crmCompanyAddressView
      • crmCompanyCustomerEdit
      • crmCompanyCustomerView
      • crmCompanyEdit
      • crmCompanyOrderEdit
      • crmCompanyOrderView
      • crmCompanyView
      • crmCompanyWishListEdit
      • crmCompanyWishListView
      • productView
      • customerFileView
      • Go to the companies screen → you should only see the companies that you have access to.
    • Case 2
      • Click into a company → you should still be able to update the details on the details page.
    • Case 3
      • Click on the address tab → you should be able to see the addresses associated to that company as well as search on them → however, you won’t be able to click into an address.
    • Case 4
      • Click on the customers tab → you should be able to see the customers associated to that company as well as search on them → however, you won’t be able to click into a customer.
    • Case 5
      • Click on the orders tab → you should be able to see the orders associated to that company as well as search on them → you will be able to click into an order → you will be able to update details on the details tab.
    • Case 6
      • While on that order → go to the items tab → you should be able to view items and be able to add them to the order.
    • Case 7
      • Details, items, customer comments (view only) and internal comments are the only tabs you should have access to with just the CRM permissions. All the other tabs on the order, you either should not be able to access or it will look like it is accessing the tab, but you will get an error saying you have insufficient permissions.
    • Case 9
      • Click on the send email button → you should be able to configure and send an email.
    • Case 10
      • Click on the cash quotes screen → you should only be able to see the ones you have access to → you should also be able to click into one of those cash quotes.
    • Case 11
      • Now go back to the companies screen → on each company line you should see start cash quote option → click it → a cash quote should have been started.
    • Case 12
      • On the cash quote details screen, you should be able to update a field and it be saved.
    • Case 13
      • Now click on the items tab → the items listed in the cash quote should be listed as well as you should be able to add an item.
    • Case 14
      • Click on the email quote button → you should be able to configure and send an email.
    • Case 15
      • On the cash quotes screen the only tabs you should be able to view with crm permissions are:
      • details
      • items
      • payments
      • internal comments
    • Case 16
      • Now go back to the companies screen → on each company line you should see start order option → click it → an order should have been started.
    • Case 17
      • Now click on the orders screen → you should only see the orders associated to the companies you have access to.
    • Case 18
      • Click into an order → go to the items tab → you should be able to view items and be able to add them to the order
    • Case 19
      • Details, items, customer comments (view only) and internal comments are the only tabs you should have access to with just the CRM permissions. All the other tabs on the order, you either should not be able to access or it will look like it is accessing the tab, but you will get an error saying you have insufficient permissions.
  35. KOD-22283: Scope using company catalogs for order entry in operations portal
  36. KOD-22311: Automatically Sync Category Assignments from AD
  37. KOD-22318: Mark New Products Created in the ERP as Display = False
  38. KOD-22319: Add box on Checkout page to add PO
    • Regression Tests
    • Case 1
      • Check that the cart page works correctly.
      • Сheck that all data is sent correctly when placing an order.
    • Tests
    • Case 1
      • Add something to the shopping cart.
      • Go to the shopping cart page and go to the last step "Submit".
      • Make sure that the "Add a Purchase Order" block is displayed.
      • Make sure that after entering/changing the Purchase order, the changes are sent.
    • Case 2
      • Go to the shopping cart page and go to the last step "Submit".
      • Make sure that the name of the “Pay with PO” section is changed to “Place Order”.
  39. KOD-22321: Snackbar Message doesn't Close when Calculating Budget
    • Regression Tests
    • Case 1
      • It’s still possible to calculate budget from Details screen without any errors.
    • Tests
    • Case 1
      • Operations portal => Company => Address => Budget => Items screen.
      • User calculates budget.
      • Expected result: Blue snackbar is being closed automatically.
    • Case 2
      • Operations portal => Company => Address => Budget => Items screen.
      • User calculates budget.
      • Error is returned.
      • Expected result: Red error snackbar is not being closed automatically, should be closed by user - as all other error snackbars in the app.
  40. KOD-22326: Automated Invoice Delivery & Automated Monthly Statements configurations
  41. KOD-22335: Dimensional Shipping Update
    • Regression Tests
    • Case 1
      • We want to test a few scenarios here:
      • Creating an order with setting useWeight2FieldForShipping disabled and make sure the weight in the orderItem is taken from product.weight.
      • Make sure test 2 scenarios, one with a value in weigh2 and one with nullvalue.
      • Creating an Order in multihost sites (still with setting disabled).
    • Tests
    • Case 1
      • Enable setting useWeight2FieldForShipping and create an order from ecommerce and make sure that:
      • if weight2 from the product is not populated, the value will be taken from weight (as it always was).
      • If weight from product is populated, we set the orderItem.weight and orderItem.productWeight with the product.weight2 value.
      • (here orderItem.productWeight is necessary to update as well since it is used for further calculations. The important thing is that the OrderItem MUST have the product.weight2 value).
      • Note: Try scenarios like adding more than 1 quantity for the same item and also editing the quantity from the cart as well.
      • The total weight should be multiply depending on quantity.
  42. KOD-22336: Update unique key on SKU import
  43. KOD-22337: Map ARP Vendor No to vendor code
  44. KOD-22345: Create oauth login screen endpoints
  45. KOD-22344: Create oauth login screen
  46. KOD-22346: Do no show supplier part number to customers
    • Regression Tests
    • Case 1
      • Check that the product page layout looks good
      • Check that the elements on the page are clickable and there are no errors in the console.
    • Tests
    • Case 1
      • Check that there is no supplier part number information on the product page.
  47. KOD-22347: Add events status screen
    • Regression Tests
    • Case 1
      • Log in to the Operations Portal.
      • Navigate to the Events screen from the navigation panel.
      • Switch between the tabs and verify that the routing works correctly.
    • Tests
    • Case 1
      • Log in to the Operations Portal.
      • Navigate to the Events screen from the navigation panel.
      • Click on the Status tab.
      • Confirm that cards with the following information are displayed:
      • Records Queued (older than 30 minutes)
        • incompleteOver30mOldRecordsQueued
      • Records Queued
        • incompleteRecordsQueued
      • Records Failed
        • incompleteRecordsFailed
      • Verify that a grid table with additional status metrics is displayed.
      • Ensure that the column can be hidden.
  48. KOD-22349: Employee App - Quick Order updates
  49. KOD-22355: Turn the Document Database On
  50. KOD-22357: Don't Display EA for Products if There is a WPACK Unit Available - UX
    • Tests
    • Case 1
      • Check if you can add/hide two new columns Active and Display To Customer to the Unit Conversions screen.
    • Case 2
      • Check that Active and Display To Customer columns are filterable, editable and sortable.
  51. KOD-22361: UX to Import Vendor Assignments
    • Regression Tests
    • Case 1
      • In the operations portal go to Vendors Data Tab.
      • Make sure grid is loaded with no issues. You should still be able to add/remove columns, modify data, export.
    • Tests
    • Case 1
      • On the same tab, make sure Import is enabled.
      • It should have dropdown with 3 options:
      • Employee Assignment Create & Update
      • Employee Assignment Create Only
      • Employee Assignment Update Only
      • Try each of those options.
      • Make sure when using each of those options that your imported files are successfully queued using Events screen.
  52. KOD-22365: Using External Images for Order Confirmation Email Images
  53. KOD-22374: Operations Portal: Payments Customer Fields
    • Regression Tests
    • Case 1
      • At following tabs:
      • cash-quotes/:orderID/payments/:paymentID
      • companies/:companyID/accounts-receivable/:paymentID
      • orders/:orderID/payments/:paymentID
      • accounts-receivable/:paymentID
      • Make sure routing works file on those tabs.
      • Make sure tabs are loaded with no issues.
      • You should be able to switch between the tabs with no issues if you have required permissions.
    • Tests
    • Case 1
      • At following tabs:
      • cash-quotes/:orderID/payments/:paymentID
      • companies/:companyID/accounts-receivable/:paymentID
      • orders/:orderID/payments/:paymentID
      • accounts-receivable/:paymentID
      • Make sure you’re able to reach Custom Fields tab is you have one of following roles: administrator, superuser, paymentSettingView, paymentSettingEdit.
      • Otherwise, if you don’t have any of those roles - you should not be able to have access to Custom Fields on the above tabs.
    • Case 2
      • Make sure Custom Fields Tab in 4 places above are loaded with no issues.
      • You should be able to add/edit/delete data there successfully if you have paymentSettingEdit role.
  54. KOD-22376: Configure Shipping Methods
  55. KOD-22378: Implementation - Spin up System
  56. KOD-22380: Pass company warehouse to ERP when copmany is created in Kodaris
  57. KOD-22381: Pass customer type to ERP when copmany is created in Kodaris
  58. KOD-22384: Support order import
  59. KOD-22390: Change erpProductCode to productCode for unit conversion import
  60. KOD-22393: Invoice Issue
  61. KOD-22407: Add specs tab
    • Regression Tests
    • Case 1
      • Check that product detail page still looks good.
    • Case 2
      • Check that you can easily navigate between tabs on product detail page.
    • Tests
    • Case 1
      • Check that new tab Specs was added to product detail page.
    • Case 2
      • If product doesn’t have any specs, you should see next message: There are currently no specs for this product.
    • Case 3
      • If product does have any specs, you should see specs.
  62. KOD-22410: Add work status field to company -> tickets
    • Regression Tests
    • Case 1
      • Make sure that Companies → Company → Tickets Tab is loaded with no issues.
    • Tests
    • Case 1
      • On the tab from Case 1 make sure new column “Work Status“ is added to the list of columns.
      • Make sure you’re able to add it to the table.
      • Make sure this column reflects relevant info.
  63. KOD-22415: Add vendor import option
    • Tests
    • Case 1
      • Make sure you can create and update using the same csv file with this script.
      • "code" is the lookupFieldName, if not, you could use "erpCompanyId1" and "erpCompanyId2".
      • Example of csv file:
      • "code","companyName","active"
    • Case 2
      • After passing case 1, try to add a new record (use a new code like trying to create a new vendor). Make sure it is skipped in the Event details and no vendor is added.
  64. KOD-22417: Duplicate order numbers
  65. KOD-22418: AP Vendor Invoices Data Grid - Label extra3 as Invoiced Date
    • Tests
    • Case 1
      • For this test we will go to AP Vendor Invoices.
      • We will open the Show / Hide Columns menu.
      • Now, we can see that Extra 3 was renamed to Invoiced Date.
      • We can try to edit the field. Everything should work properly.
  66. KOD-22432: Inventory calculation
  67. KOD-22433: Add field originalOrderID and requestedShipDate to line item table
    • Regression Tests
    • Case 1
      • Navigate into OrderItems screen and order item details and validate no errors appear and you can edit some fields.
    • Tests
    • Case 1
      • Split out an order and make sure the orderItems in the new order contains the originalOrderID from the original Order.
      • You can split direct order or just back orders using these 2 icons.
      • Use fields ‘Order split 1’ and ‘order split 2’ to separate items in new orders adding the quantity you wish there.
      • For create back orders, Go to the icon ‘create back orders’ and click it.
      • For split direct order, the orderItem must have the field directShipped in true. Also, make sure the sku associated to that item/product has a vendorCode valid.
      • Go to order screen and select icon ‘split direct order’ and click it.
      • Verify that the new order Items in the new associated orders have the ‘originalOrderID’ field with the value of the original order.
      • Also, verify the field requestedShipDate is returned in the order item list and you can modify it from development tab (or swagger).
  68. KOD-22436: Company Addresses - Add serverside exporter
  69. KOD-22439: Add order source action on UX
    • Regression Tests
    • Case 1
      • Make sure order details and order items tabs are loading with no issues.
    • Case 2
      • On the Order make sure all functionality that is located within “More“ button dropdown at the top header is working as expected.
    • Tests
    • Case 1
      • Add several order items. configure order items to have different Shipping Methods and locations. You can use setup from the video to trigger the error. Click More button → Source Order button.
      • Make sure you see snacker which indicates there is an error. Make sure no back orders were created and added to the Associated Orders Tab.
    • Case 2
      • Update order items according to the video last shown case.
      • Click Source Order button. Make sure if there was no errors shown within the snacker you are redirected to the Associated Orders tab.
      • Note: When you’re clicking this button for the first time and no error is returned → back orders won’t be created.
      • When you’re clicking Source Order button for the 2+ time with no errors → new back orders should be created and added to the Associated Orders Tab.
  70. KOD-22442: Style updates
    • Regression Tests
    • Case 1
      • Check that header still looks good for desktop and mobile view.
    • Case 2
      • Check that category page still looks good.
    • Tests
    • Case 1
      • For header, please check next:
      • Boxes are the same height the spacing decreased between the two boxes, a little bit.
      • Search bar background color updated to black and remove placeholder.
      • The header background changed to black.
    • Case 2
      • For Product List Page, please test next:
      • The remaining padding removed for the filter categories.
  71. KOD-22444: Delete blurb field in CMS
    • Regression Tests
    • Case 1
      • Check all links and routing in the footer to ensure they function correctly.
      • Verify links to social media accounts.
      • Confirm that the footer works as before without any errors.
    • Tests
    • Case 1
      • Log in to the Operations site.
      • Navigate to CMS and perform the following tests:
      • Add an address in the Themer settings and refresh the page.
      • Confirm that the address does not display in the footer.
      • Verify that the Blurb appears in the footer.
      • Ensure that the user can easily remove it, so that neither the Blurb nor the address appears in the footer.
  72. KOD-22445: Updates to products details page
    • Regression Tests
    • Case 1
      • Select any category on the site.
      • Choose any product from the selected category.
      • Verify the following:
      • The Quantity field functions correctly.
      • The Add to Cart button functions correctly.
      • Ensure that the product is successfully added to the cart.
    • Tests
    • Case 1
      • Select any category on the site.
      • Choose any product from that category.
      • Verify the following on the product details page:
      • The product information and description are displayed correctly.
      • The product image appears larger.
      • The table is aligned.
  73. KOD-22451: Hide Invoices Button On Site
    • Regression Tests
    • Case 1
      • Test that header still looks good and you can navigate between different tabs.
    • Tests
    • Case 1
      • Check that you don’t see Invoices Button in header.
  74. KOD-22458: Remove Direct Ship flag
    • Regression Tests
    • Case 1
      • Navigate to the website.
      • Select any product category and open a product page.
      • Inspect the product display styles.
      • Inspect different display modes - list, catalog, and grid views.
      • Verify the product functionality.
    • Tests
    • Case 1
      • Navigate to the website.
      • Select any product category and choose a product within that category.
      • Verify in the operations portal that “Direct Shipped” is set to “Yes.”
      • Check the product card on the product page to ensure that the “Direct Ship” flag is absent.
      • Navigate to the detailed product view and verify the absence of the “Direct Ship” flag.
      • Add the product to the cart and confirm that the “Direct Ship” flag is not visible in the cart.
      • Inspect different display modes - list, catalog, and grid views - to confirm that the “Direct Ship” flag is absent across all views.
  75. KOD-22459: Display unit on the Product page
    • Regression Tests
    • Case 1
      • Select any category on the site.
      • Choose any product from the selected category.
      • Verify the following:
      • The Quantity field functions correctly.
      • The Add to Cart button functions correctly.
      • Ensure that the product is successfully added to the cart.
    • Tests
    • Case 1
      • Select any category on the site.
      • Choose any product from the selected category.
      • If the unit is not displayed next to the price:
      • Open the Operations system and go to the Product page.
      • Locate the product and add the unit sell to it.
      • Return to the website, refresh the page, and confirm that the unit now appears next to the price.
      • Navigate to the category page to confirm that the unit is also displayed correctly next to the price for grid, list and catalog view.
  76. KOD-22484: More CRM Endpoints for Cash Quoting
  77. KOD-22485: Add required permissions to display customer files as attachment
    • Regression Tests
    • Case 1
      • Cash Quotes → customer files.
      • Check if you can create email.
      • Check if you can configure email with permissions or without it.
    • Tests
    • Case 1
      • Cash Quotes → customer files.
      • Check if you can attach customer files when you have not required permissions:['administrator', 'superuser', 'customerFileView', 'customerFileEdit', 'dispatch'].
      • Check if you can attach customer files if you have required permissions (list above).