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TOTECS Platform Release 12.04
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19th March 2018

New Features


TOT-2848 - Location Finder Content Managed Webpage Area

On a content managed website a new webpage area has been developed called the "Location Finder". This area allows a user to search for a list of nearby locations, based on a user input address.
The area uses the Google Maps API service to perform the search. The area is able to display a list of retrieved locations, as well as a Google Map with the locations plotted on the map as pins.
The list of locations records is able to display information about each location as well as display a button that allows a user to set a location as the users preferred location.
Settings have been added within the Administration Centre to configure the default behaviour of the Location Finder as well as Google API credentials.
A facility role permission has been added to determine if the user must order against a location or not, which also determines if a user can set a location as preferred.
The User Details content managed webpage area has been modified to contain information about a users current preferred location.

Functionality Affected: Location Finder content managed web page area.
Impact: Normal


TOT-3762 - Locations Geocoder Tool

Within the Administration Centre, within the Locations interface, a new tool has been added that allows a user to geocode addresses of locations that are set to appear within the Location Finder content managed webpage area and do not yet have latitude and longitude values set.
This tool can be accessed by clicking the "Geocode Locations" button next to the "Create Locations" button. The tool will look at all locations that do not yet have latitude and longitude data set, and using the address data stored against the location call Google's API to find the co-ordinates of the locations.
This tool can significantly reduce the amount of time that it takes to set up location positioning, especially when 10s or 100s of locations exist within a TOTECS project.

Functionality Affected: Location Finder content managed web page area.
Impact: Normal


Improvements


TOT-3352 - Allow Product Deals and Vouchers discounts to apply on top of global basket product quantity break discounts

If global volume discount pricing is turned on and a user within a content managed website or Trade interface adds a product to basket, all prices of products in the basket will be recalculated based on the volume discounts set for each product factoring the total quantity of products in the basket.
After this re-pricing has been done for any products that have deals already applied, the deals will be re-applied on top of the updated quantity break product prices.
Because of this deal prices be applied on top of volume discount pricing, allowing for double discounting.
This will occur when within the the Adminsitration Centre, under the Inventory menu, within the Product Settings interface, if the "Calculate Volume Discounts For All Products In Basket" setting is set to Yes.

Functionality Affected: Product Add To Basket process
Impact: Major


TOT-3399 - Setting to set web page link for $item_link$ hook within Product News Listing content managed web page area

On a content managed web page that contains a Product News Listing area, the area's options now contains a setting to define the web page that the $item_link$ hook within the Product Search Record format will target.
This setting allows administrator users to control the web page users are linked to when they click on a product listed against a news/blog item.

Functionality Affected: Product News Listing content managed web page area.
Impact: Normal


TOT-3453 - Reprice and clean user's basket after login, basket switching and at order checkout

When users login to the Trade interface or on a content managed website, for any existing products in their basket there is now a setting can cause the products to be re-priced, as well as have inactive, hidden products removed from the basket. This ensures that users can only purchase valid products based on up-to-date pricing.
Additionally if users switch baskets, and proceed through the order checkout process their basket will be re-priced and cleaned to ensure if pricing changes while they are logged in then these changes are immediately reflected before they submit an order.
Within the Administration Centre, under the stores menu, in the Basket Settings interface a new setting has been added labelled "Re-price Basket Products On Login, Basket Switching And Order Checkout". If this setting is set to Yes, then when users login, switch baskets, or proceed through order checkout their baskets will be re-priced. If the setting is set to No then this re-pricing will not occur.
Products will always be removed from a user's basket at login, basket switching, and order checkout if a product is marked as inactive, hidden, or the user does not have permission to buy the product.
Additionally product deals will also always be checked are recalculated at these times to ensure accurate pricing and that deals are still valid.

Functionality Affected: User Login, Accounting Switching, Order Checkout, Product Settings administration centre interface
Impact: Major


TOT-3669 - Export traffic statistics as CSV file from Project Traffic Statistics Administration Centre interface

Within the Project Traffic Statistics Administration Centre interface there is now the ability to export the statistics data as a CSV file.
To export data, first choose the date and search settings, then choose the export type from the new dropdown menu, and click the export button. A CSV file containing the relevant data will be downloaded to a user's browser.

Functionality Affected: Project Traffic Statistics Administration Centre interface
Impact: Normal


TOT-3705 - Allow users to choose locations within Order Checkout/Submission

On a content managed website a new workflow has been developed to allow users with the correct permissions to order goods against a location.
When the user submits an order, the preferred location address will be available as a shipping address option for the user. Alternatively, the user can ship the order to their own address without previously selecting a preferred location.
In this case, the system will determine the nearest location to the users shipping address and store the location code against the order.

Functionality Affected: Order Checkout/Submission content managed webpage areas
Impact: Normal


TOT-3722 - Product Deals and Vouchers deal offer frequency to allow deals to be redeemed for an unlimited amount of times across a limited number of orders

There is now the ability to offer product deals to users that allow them to redeem a deal for an unlimited amount of times across a limited number of orders. This allows users to redeem a product deal as many times as they like in their basket, but can only redeem the deal for a certain number of orders, for example "get 10% off all products for the first order you submit." or "buy 2 or more products for $15 each for your first 2 orders".
Within the Administration Centre, under the Marketing menu, within the Product Deals and Vouchers interface, upon clicking either the Create Deal or Set Deal buttons, within the Set Deal Details dialog a new option has been added to the Frequency drop down labelled "Unlimited Times Per User For Number of Orders". With this frequency option is set the admin user can then set in the frequency text box the amount of orders that the deal is allowed to be redeemed within. If the Frequency Unit drop down is set to one of the following options then the deal will apply like so:

  • For Each Product: The product deal can be redeemed for each product in the specified number of orders. This allows multiple products assigned to the deal to be independently counted as being redeemed against an order. This allows each product assigned to the deal to all be redeemed across the allowed number of orders, regardless if other products in deal have been redeemed in an order.
  • Total Products In Deal: The number of times that the product deal can be redeemed if based on any products assigned to the deal being already redeemed in the order. Meaning only 1 product assigned the deal needs to be redeemed to count as the deal being redeemed once for an order.
  • Total Products In Deal Group: The number of times that the product deal can be redeemed if based on any products assigned across all deals in the deal's group being already redeemed in the order. Meaning only 1 product assigned to any of the deals in the group needs to be redeemed to count as the deal being redeemed once for an order.
Once the deal has been saved then users within the Trade interface and on a content managed website can then look to redeem the deal based on the frequency type given.
Within the product deal description it will show a limit clause specifying the amount orders that the deal is allowed to be redeemed against in all places where the deal's description is displayed.

Functionality Affected: Product Deals and Vouchers administration centre interface, Product Add To Basket process
Impact: Normal


TOT-3753 - Product Deals and Vouchers deal offer - Buy over X quantity of total basket products, get Y price/percent off product Z

Within the Product Deals and Vouchers feature 2 new product deal offers have been added to allow products to be discounted to a user when the total quantity of products in the user's basket is over a specified quantity.
Within the Administration Centre, under the Marketing menu, within the Product Deals and Vouchers interface the following offer types have been added to the Offers drop down:
Buy Over X Quantity Of Total Basket Products, Get Product For Price Y
When the quantity of products in the user's basket is over the amount set in the "Quantity X" field then any of products in the user's basket that are are assigned to the deal will be discounted by the percentage set within the "Percentage Y" setting.
Buy Over X Quantity Of Total Basket Products, Get Product For Y Percent Off PriceWhen the quantity of products in the user's basket is over the amount set in the "Quantity X" field then any of products in the user's basket that are are assigned to the deal will be set to the price set within the "Price Y" setting, as long as the product's un-discounted price is higher than the price set within the deal.
These offers can be redeemed by users assigned to the deals in both the Trade and content managed websites.

Functionality Affected: Product Deals and Vouchers administration centre interface, Product Add To Basket process
Impact: Normal


TOT-3754 - Product Deals and Vouchers deal offers - get Y percent off/price Y for products when basket's un-discounted total is over price Z

Within the Product Deals and Vouchers feature 2 new product deal offers have been added to allow products to be discounted to a user when their basket's undiscounted total is over a specified limit.
Within the Administration Centre, under the Marketing menu, within the Product Deals and Vouchers interface the following offer types have been added to the Offers drop down:
OVER_TOTAL_UNDISC_BUY_PRODUCT_PRICE_%Y
(Buy Over X Price Of Total Basket Products (Before Discounts), Get Product For Y Percent Off Price)
When the user's basket total price (before discounts) is over the amount set in the "Basket Price X" then any of products in the user's basket that are are assigned to the deal will be discounted by the percentage set within the "Percentage Y" setting.
OVER_TOTAL_UNDISC_BUY_PRODUCT_PRICE_Y
(Buy Over X Price Of Total Basket Products (Before Discounts), Get Product For Price Y)
When the user's basket total price (before discounts) is over the amount set in the "Basket Price X" then any of products in the user's basket that are are assigned to the deal will be set to the price set within the "Price Y" setting, as long as the product's un-discounted price is higher than the price set within the deal.
These offers can be redeemed by users assigned to the deals in both the Trade and content managed websites.

Functionality Affected: Product Deals and Vouchers administration centre interface, Product Add To Basket process
Impact: Normal


TOT-3760 - Administration Centre Locations Interface read/write additional location information

Within the Administration Centre, within the Locations interface, the Location Details dialogue has been modified to contain additional data fields against a given location.
The additional data includes latitude/longitude coordinates, location type settings to determine if the location is internal/external to the company, location searching settings to determine if the location should appear within the Location Finder content managed webpage area, website address and email address.

Functionality Affected: Locations administration centre interface
Impact: Normal


TOT-3771 - Categories Connector Data Import to assign category to category tree based on keyCategoryTreeID record field

Within the Administration Centre, under the Data menu, within the Data Imports interface, in the Connector Data Imports tab, when a Categories Connector data import is run, if a category record being imported has the keyCategoryTreeID set to match the code of a category tree, then the category will be re-assigned to that category tree.
This allows category data coming from Connector to control which tree a category is assigned to.

Functionality Affected: Categories Connector data import
Impact: Normal


Bug Fixes


TOT-3757 - Sales rep user being assigned to the incorrect customer account territory when first logged in to Trade interface or content managed website

When a sales rep user logged into either the Trade interface or a content managed website, if the sales rep user was assigned to a basket that had a different customer account assigned to them, then the Territory/Warehouse Code in their session was still incorrectly being set based on the territory of the user's customer account assigned to them. Because of this if the user performed Order Checkout without switching accounts then the incorrect warehouse code was being assigned to the order.
If the sales rep user was assigned to a basket that had a different customer account assigned to them, then the Territory/Warehouse Code in their session now correctly is set based on the territory of the customer account assigned to their basket.

Functionality Affected: Account Switching process
Impact: Normal


TOT-3764 - Unable to export users to a CSV file for a 2nd time within the User Search Administration Centre interface

Within the Administration Centre, after clicking on the Users menu button then clicking on the Search Users menu item, within the User Search interface after searching for users and clicking on the Export, once the user data had been download to the browser, if the Export button is clicked on again the dialog did not display allowing the user data to be exported again.
If a user clicks the Export button then closes the dialog and then clicks the Export button again, the browser will no longer hang.

Functionality Affected: Users administration centre interface
Impact: Minor


TOT-3767 - Unable to see import types after Categories Text File data import is run within the Data Imports Administration Centre interface

Within the Administration Centre, after clicking on the Data button, then clicking on the Data Imports menu item, within the Data Imports interface, under the Text File Imports tab, upload clicking on the Upload File button for the Categories data import, the import failed to successfully complete and a Data Error message incorrectly displayed, with the data imports no longer shown within the data imports table.
The problem comes from special characters within product codes that have been imported from linked accounting/ERP systems. When performing a data import the special characters cause an error which gets written to the data import logs.
When the data imports admin centre interface loads, the log data cannot be parsed due to the special characters within the error, causing the 'Data Error' to appear.
Now special characters will be removed for data import errors ensure that the table of data imports can display within the interface.

Functionality Affected: Data Imports administration centre interface
Impact: Normal


TOT-3770 - Error when saving Basket Settings when "Column To Order Basket Products" setting set to "Custom"

Within the Administration Centre, under the Stores menu, in the Basket Settings interface, when the "Column To Order Basket Products" setting set to "Custom" and a user clicks the button to save the settings, the following error appeared "Incorrect value for (default order products column)".
The Basket Settings interface has been correctly modified to ensure that all of its settings can be saved.

Functionality Affected: Basket Settings administration centre interface
Impact: Normal


TOT-3775 - Unable to view user login statistics data after clicking on the View Login Statistics button from the Admin Centre Home interface

Within the Administration Centre's Home page when clicking on the 'View Login Statistics' button user was taken to the User Login Statistics interface, however no user data is loaded into the statistics table and the "Error loading user login logs." error displayed.
On the Home interface the View Login Statistics button has been modified to correctly direct the URL to the secure domain that loads the User Login Statistics interface. This ensures that the user statistics data displays again.

Functionality Affected: Home administration centre interface
Impact: Minor