TOT-3836 - Hook to denote when a product is assigned to a contract within the Shopping List Products content managed web page area
On a content managed web page containing a Shopping List Products area, there is now the ability to highlight when a product assigned to the shopping list has it's price is coming from a contract.
Within the area's Shopping List Product Record format a new hook labelled "product_price_is_on_contract" now exists that returns the value "Y" if the product's price came from a contract, either "N" if the price did not come from a contract.
Using this hook in a HTML element's class could be used to highlight or flag products that contains pricing that are contract in the area.
Functionality Affected: Shopping List Products content managed web page area
Impact: Normal
TOT-3895 - Exclude unconfirmed, pending or declined orders from summary order statistics within Sales Summary Statistics admin centre interface
Within the Administration Centre, under the Statistics menu, within the Sales Summary interface, under the Sales Summary heading the Total Sales (Today), Total Sales (Current Month) and Total Sales (YTD) numbers no longer include orders that have not been submitted.
These numbers now exclude unconfirmed, pending, and declined orders.
Functionality Affected: Sales Summary admin centre interface
Impact: Normal
TOT-3896 - Move existing webpage and Email templates, image and attachments libraries between content managed websites within the Websites admin centre interface
Within a TOTECS project there is now the ability for administrator users to move web page and Email templates, as well as web pages assigned to the templates, and image and attachment libraries between content managed websites. This enables different content to be moved between content managed websites and utilised.
Within the Administration Centre, under the Websites menu, within the Websites interface if an administrator user right clicks on a web page template or a Email template, a context menu item labelled "Move" now exists. Once clicked on the Move dialog will appear where the user can choose the content managed website where the template should be moved to. Once the move button is pressed then the template will be moved the website and the Websites interface will reload showing the template under its new website. Note that when a template is moved any web pages that are assigned to it will also be moved across. If another template or web page contains the same name as the template or web page being moved into the website, then the user won't be able to move the template. This can be avoided by either renaming the webpages assigned to the template, or renaming the webpages in the website where the template is being moved to. For conflicting template names, the template in the website where its being moved to would need to be deleted first.
Additionally if an administrator user right clicks on a image or attachment library, a context menu item labelled "Move" now exists. Once clicked on the Move dialog will appear where the user can choose the content managed website where the library and its file contents should be moved to. Once the move button is pressed the library and its files will be moved the selected website and the Websites interface will reload showing the library under its new website. Note that when a library is moved if another library in the selected website contains the same name as the library being moved, then the user won't be able to move the library. This can be avoided by either renaming the conflicting library in the old or new websites.
In order for administrator users to be able to select and perform a move on templates they must be assigned to a Website Permission Role that gives them permission to modify web page templates. In order for administrator users to be able to select and perform a move on image and attachment libraries they must be assigned to a Website Permission Role that gives them permission to modify image libraries and attachment libraries. If the user does not have such permissions then the Move context menu item will stay disabled.
Functionality Affected: Websites admin centre interface
Impact: Normal
TOT-3897 - Setting to configure subject line for submitted order quotes notification email
When an order is successfully submitted through either a content managed website, or via the trade interface, if the order has the "running quote" payment type assigned to it, then when an email notification is sent out, the subject of the email can be controlled by a separate setting within the Administration Centre.
Within the Administration Centre, under the Stores menu, within the Order Settings interface, under the Order Notification Emails section, a setting labelled "Order Quote Email Subject" now exists, that allows an administrator user to set the subject of the quote email notification.
Note that this setting will be used not just at the time of order submission, but also if an administrator re-sends out an email notification from within the Orders administration Centre interface.
Functionality Affected: Order Submission process
Impact: Normal
TOT-3898 - Project setting to control the URL of the SmartFreight web service requests
Within the Administration Centre, under the stores menu, within the Freight Providers settings interface, under the "Freight Provider - SmartFreight" section a new setting labelled "SmartFreight Web Service URL" has been added, that allows the URL of the SmartFreight web service to be set.
When an order is successfully submitted an configured to be sent to SmartFreight, the order will be sent to the SmartFreight server specified in this URL. This same URL is also used for freight quote calculations.
Functionality Affected: Order Submission process
Impact: Normal
TOT-3899 - Filter locations that area searchable, active or have an assigned product within Locations administration Centre interface
Within the Administration Centre, under the Inventory menu within the Locations interface, in the search drop down the following options have been added:
Location Key: Finds locations based on the search value field partially matching the location key
Active Locations: Finds all locations that are active
Inactive Locations: Finds all locations that are marked inactive
Allowed Searching: Finds all locations where the Allowed Searching is set to Yes
Not Allowed Searching: Finds all locations where the Allowed Searching is set to No
Product Code: Finds all locations where a product is assigned to the location and has a product code partially matching the search value field
Product Name: Finds all locations where a product is assigned to the location and has a product name partially matching the search value field
Product Key: Finds all locations where a product is assigned to the location and has a product key partially matching the search value field
Note that no search value needs to be set when the search drop down is set to Active Locations, Inactive Locations, Allowed Searching or Not Allowed Searching
Functionality Affected: Locations admin centre interface
Impact: Minor
TOT-3900 - Sales rep hooks to show if a sales rep is assigned to the order in Order Confirmation Email Order Detail Format setting
When an order is successfully submitted either through a content managed website, or via the Trade interface, or within the Administration Centre's Orders interface an adminstrator user re-sends an email for an order, when the order notification email is sent out the sales representative hooks within the email format settings will specify the details linked to the user who is assigned to the order. Additionally new data hooks exist to denote if the user is a sales rep or not when generating the email content.
Within the Administration Centre, under the Stores menu, within the Order Settings interface, under the Order Notification Emails section, within the "Order Confirmation Email Message Format" and "Order Confirmation Email Order Detail Format" settings, a new data hook is available labelled $order_user_is_salesrep$ that either displays the value Y if the user assigned to the order is a sales representative, otherwise displays N if the user is not a sales representative.
This hook may be used with CSS classes to hide or show different details of an order within the order email notification.
Functionality Affected: Order Submission process
Impact: Normal
TOT-3901 - Always allow combination child products to display in Related Products Listing content managed webpage area
Within a content managed website, on a webpage displaying a Related Products Listing area it will now always display combination child products, regardless of whether child combination products are allowed to display in any product listing areas or not.
Functionality Affected: Related Products Listing content managed web page area
Impact: Normal
TOT-3902 - Setting to control the label of default product sorting field select option within the Product Search Results Listing and Category Listing content managed web page areas
There is now a setting that allows Administrator users to configure the label of the default product sorting field option that displays with product search results listings and category listing content managed web page areas.
Within the Administration Centre, under the Stores menu, within the Product Search Settings interface, a setting labelled "Product Default Sort Field Label" now exists that allows administrator users to set the default product sorting field label.
Functionality Affected: Product Search Results Listing, Category Listing content managed web page area
Impact: Normal
TOT-3904 - Setting to include deals in order line attributes when order is submitted to Connector
When an order is sent to the Connector software there is now the ability to optionally include deal information with each ordered product, if a deal was applied to the order.
This product deal data is added to the Connector's order as a a line attribute, and may be used to include additional details about the ordered product when being imported into the connected system.
Within the Administration Centre, under the Stores menu, within the Order Settings interface, 2 new settings have been added:
Send Order Product Deals As Order Line Attributes: If set to Yes then the deal details associated to a ordered product will be placed on the order line attributes of the order sent to the connector.
Order Product Deal Attribute Profile ID: Set the value of the Key Profile ID that will be set in an order product line attributes when an order is sent to the connector software and the Send Order Product Deals As Order Line Attributes setting is set to Yes.
When the deal information is set within the order's line attribute, the deal's ID will be placed in the attribute's keyAttributeID field, the deal's offer type in the attribute code, the deal's description in the attribute name, and the number of times the deal was applied in the attribute value field.
Functionality Affected: Order Submission process
Impact: Normal
TOT-3909 - Phone number customer account fields
2 additional fields have been added to customer accounts to store the phone number, and mobile phone number associated to an account.
These fields may be used by administrator users to contact a customer, show a phone number linked to a customer account for users who can view account details, such as sales rep users, or be used to set up 2 factor authentication for users created against new customer accounts.
Within the Administration Centre, under the Users menu, within the Customer Accounts interface, upon searching for a customer account and click on the Details button, in the Customer Account Detail dialog the fields labelled "Phone Number" and "Mobile Phone Number" now display the phone numbers linked to the customer account.
Separately within the Customer Accounts interface additional search options have been added to provide more ways to find customer accounts based on matching data on different fields.
Within the Data menu, in the Data Imports interface, under the Text File tab, the Customer Account text file import now has the Phone Number and Phone Number Mobile fields added to the list of fields that may be set in a text file importing customer account data.
In the Connector Imports tab the Customer Accounts Connector data import now supports importing the phone field for customer accounts obtained from the connector. A setting has been added to the import labelled "Place Phone Number into Mobile Phone Number field". If ticked then then phone number field value will instead be placed in the mobile phone number field for each customer account.
Within the Websites administration centre interface, upon viewing any Web Page Area Format, in the Edit Web Page Area Format, under the Global Format Hooks, 2 hooks labelled "SES_account_phone_number_mobile" and "SES_account_phone_number" have been added that will display the phone number and mobile phone number of the customer account that user's are assigned to when they login, or switch customer account's to within a content managed website.
Functionality Affected: Customer Accounts Connector data import, Customer Accounts Text File data import, content managed website
Impact: Normal
TOT-3910 - Setting to allow locations to be searchable when initially imported through the Locations And Stock Quantities Connector data import
When new locations are first imported through the Locations And Stock Quantities Connector data import, there is now a setting that controls if new locations should be marked as searchable or not when initially imported. This can allows locations to be displayed within Location Finder content managed webpage areas once first imported into a project. This setting may reduce the amount of work administrator users need by avoiding having to set locations as searchable.
Within the Administration Centre, under the Data menu, within the Data Imports interface, under the Connector Imports tab, when the Locations And Stock Quantities Connector data import is run and imports a new location, the data import now contains a setting labelled "Set locations searchable when first created". If the setting it ticked then when a new location is imported its Is Searchable field will be initially set to Yes, otherwise if un-ticked locations initially be set to false when initially imported.
Functionality Affected: Locations And Stock Quantities Connector data import
Impact: Normal
Bug Fixes
TOT-3906 - Location Finder content managed web page area unable to correctly load
On a content managed web page displaying a Location Finder area sometimes the map was unable to load on a webpage where the secure domain of the web page's website did not match the insecure domain.
The area was modified to ensure that it can always correctly load on any content managed web page regardless of the domain it was loading on.
Functionality Affected: Location Finder content managed web page area
12th June 2019
Improvements
TOT-3836 - Hook to denote when a product is assigned to a contract within the Shopping List Products content managed web page area
On a content managed web page containing a Shopping List Products area, there is now the ability to highlight when a product assigned to the shopping list has it's price is coming from a contract.
Within the area's Shopping List Product Record format a new hook labelled "product_price_is_on_contract" now exists that returns the value "Y" if the product's price came from a contract, either "N" if the price did not come from a contract.
Using this hook in a HTML element's class could be used to highlight or flag products that contains pricing that are contract in the area.
Functionality Affected: Shopping List Products content managed web page area
Impact: Normal
TOT-3895 - Exclude unconfirmed, pending or declined orders from summary order statistics within Sales Summary Statistics admin centre interface
Within the Administration Centre, under the Statistics menu, within the Sales Summary interface, under the Sales Summary heading the Total Sales (Today), Total Sales (Current Month) and Total Sales (YTD) numbers no longer include orders that have not been submitted.
These numbers now exclude unconfirmed, pending, and declined orders.
Functionality Affected: Sales Summary admin centre interface
Impact: Normal
TOT-3896 - Move existing webpage and Email templates, image and attachments libraries between content managed websites within the Websites admin centre interface
Within a TOTECS project there is now the ability for administrator users to move web page and Email templates, as well as web pages assigned to the templates, and image and attachment libraries between content managed websites. This enables different content to be moved between content managed websites and utilised.
Within the Administration Centre, under the Websites menu, within the Websites interface if an administrator user right clicks on a web page template or a Email template, a context menu item labelled "Move" now exists. Once clicked on the Move dialog will appear where the user can choose the content managed website where the template should be moved to. Once the move button is pressed then the template will be moved the website and the Websites interface will reload showing the template under its new website. Note that when a template is moved any web pages that are assigned to it will also be moved across. If another template or web page contains the same name as the template or web page being moved into the website, then the user won't be able to move the template. This can be avoided by either renaming the webpages assigned to the template, or renaming the webpages in the website where the template is being moved to. For conflicting template names, the template in the website where its being moved to would need to be deleted first.
Additionally if an administrator user right clicks on a image or attachment library, a context menu item labelled "Move" now exists. Once clicked on the Move dialog will appear where the user can choose the content managed website where the library and its file contents should be moved to. Once the move button is pressed the library and its files will be moved the selected website and the Websites interface will reload showing the library under its new website. Note that when a library is moved if another library in the selected website contains the same name as the library being moved, then the user won't be able to move the library. This can be avoided by either renaming the conflicting library in the old or new websites.
In order for administrator users to be able to select and perform a move on templates they must be assigned to a Website Permission Role that gives them permission to modify web page templates. In order for administrator users to be able to select and perform a move on image and attachment libraries they must be assigned to a Website Permission Role that gives them permission to modify image libraries and attachment libraries. If the user does not have such permissions then the Move context menu item will stay disabled.
Functionality Affected: Websites admin centre interface
Impact: Normal
TOT-3897 - Setting to configure subject line for submitted order quotes notification email
When an order is successfully submitted through either a content managed website, or via the trade interface, if the order has the "running quote" payment type assigned to it, then when an email notification is sent out, the subject of the email can be controlled by a separate setting within the Administration Centre.
Within the Administration Centre, under the Stores menu, within the Order Settings interface, under the Order Notification Emails section, a setting labelled "Order Quote Email Subject" now exists, that allows an administrator user to set the subject of the quote email notification.
Note that this setting will be used not just at the time of order submission, but also if an administrator re-sends out an email notification from within the Orders administration Centre interface.
Functionality Affected: Order Submission process
Impact: Normal
TOT-3898 - Project setting to control the URL of the SmartFreight web service requests
Within the Administration Centre, under the stores menu, within the Freight Providers settings interface, under the "Freight Provider - SmartFreight" section a new setting labelled "SmartFreight Web Service URL" has been added, that allows the URL of the SmartFreight web service to be set.
When an order is successfully submitted an configured to be sent to SmartFreight, the order will be sent to the SmartFreight server specified in this URL. This same URL is also used for freight quote calculations.
Functionality Affected: Order Submission process
Impact: Normal
TOT-3899 - Filter locations that area searchable, active or have an assigned product within Locations administration Centre interface
Within the Administration Centre, under the Inventory menu within the Locations interface, in the search drop down the following options have been added:
Note that no search value needs to be set when the search drop down is set to Active Locations, Inactive Locations, Allowed Searching or Not Allowed Searching
Functionality Affected: Locations admin centre interface
Impact: Minor
TOT-3900 - Sales rep hooks to show if a sales rep is assigned to the order in Order Confirmation Email Order Detail Format setting
When an order is successfully submitted either through a content managed website, or via the Trade interface, or within the Administration Centre's Orders interface an adminstrator user re-sends an email for an order, when the order notification email is sent out the sales representative hooks within the email format settings will specify the details linked to the user who is assigned to the order. Additionally new data hooks exist to denote if the user is a sales rep or not when generating the email content.
Within the Administration Centre, under the Stores menu, within the Order Settings interface, under the Order Notification Emails section, within the "Order Confirmation Email Message Format" and "Order Confirmation Email Order Detail Format" settings, a new data hook is available labelled $order_user_is_salesrep$ that either displays the value Y if the user assigned to the order is a sales representative, otherwise displays N if the user is not a sales representative.
This hook may be used with CSS classes to hide or show different details of an order within the order email notification.
Functionality Affected: Order Submission process
Impact: Normal
TOT-3901 - Always allow combination child products to display in Related Products Listing content managed webpage area
Within a content managed website, on a webpage displaying a Related Products Listing area it will now always display combination child products, regardless of whether child combination products are allowed to display in any product listing areas or not.
Functionality Affected: Related Products Listing content managed web page area
Impact: Normal
TOT-3902 - Setting to control the label of default product sorting field select option within the Product Search Results Listing and Category Listing content managed web page areas
There is now a setting that allows Administrator users to configure the label of the default product sorting field option that displays with product search results listings and category listing content managed web page areas.
Within the Administration Centre, under the Stores menu, within the Product Search Settings interface, a setting labelled "Product Default Sort Field Label" now exists that allows administrator users to set the default product sorting field label.
Functionality Affected: Product Search Results Listing, Category Listing content managed web page area
Impact: Normal
TOT-3904 - Setting to include deals in order line attributes when order is submitted to Connector
When an order is sent to the Connector software there is now the ability to optionally include deal information with each ordered product, if a deal was applied to the order.
This product deal data is added to the Connector's order as a a line attribute, and may be used to include additional details about the ordered product when being imported into the connected system.
Within the Administration Centre, under the Stores menu, within the Order Settings interface, 2 new settings have been added:
When the deal information is set within the order's line attribute, the deal's ID will be placed in the attribute's keyAttributeID field, the deal's offer type in the attribute code, the deal's description in the attribute name, and the number of times the deal was applied in the attribute value field.
Functionality Affected: Order Submission process
Impact: Normal
TOT-3909 - Phone number customer account fields
2 additional fields have been added to customer accounts to store the phone number, and mobile phone number associated to an account.
These fields may be used by administrator users to contact a customer, show a phone number linked to a customer account for users who can view account details, such as sales rep users, or be used to set up 2 factor authentication for users created against new customer accounts.
Within the Administration Centre, under the Users menu, within the Customer Accounts interface, upon searching for a customer account and click on the Details button, in the Customer Account Detail dialog the fields labelled "Phone Number" and "Mobile Phone Number" now display the phone numbers linked to the customer account.
Separately within the Customer Accounts interface additional search options have been added to provide more ways to find customer accounts based on matching data on different fields.
Within the Data menu, in the Data Imports interface, under the Text File tab, the Customer Account text file import now has the Phone Number and Phone Number Mobile fields added to the list of fields that may be set in a text file importing customer account data.
In the Connector Imports tab the Customer Accounts Connector data import now supports importing the phone field for customer accounts obtained from the connector. A setting has been added to the import labelled "Place Phone Number into Mobile Phone Number field". If ticked then then phone number field value will instead be placed in the mobile phone number field for each customer account.
Within the Websites administration centre interface, upon viewing any Web Page Area Format, in the Edit Web Page Area Format, under the Global Format Hooks, 2 hooks labelled "SES_account_phone_number_mobile" and "SES_account_phone_number" have been added that will display the phone number and mobile phone number of the customer account that user's are assigned to when they login, or switch customer account's to within a content managed website.
Functionality Affected: Customer Accounts Connector data import, Customer Accounts Text File data import, content managed website
Impact: Normal
TOT-3910 - Setting to allow locations to be searchable when initially imported through the Locations And Stock Quantities Connector data import
When new locations are first imported through the Locations And Stock Quantities Connector data import, there is now a setting that controls if new locations should be marked as searchable or not when initially imported. This can allows locations to be displayed within Location Finder content managed webpage areas once first imported into a project. This setting may reduce the amount of work administrator users need by avoiding having to set locations as searchable.
Within the Administration Centre, under the Data menu, within the Data Imports interface, under the Connector Imports tab, when the Locations And Stock Quantities Connector data import is run and imports a new location, the data import now contains a setting labelled "Set locations searchable when first created". If the setting it ticked then when a new location is imported its Is Searchable field will be initially set to Yes, otherwise if un-ticked locations initially be set to false when initially imported.
Functionality Affected: Locations And Stock Quantities Connector data import
Impact: Normal
Bug Fixes
TOT-3906 - Location Finder content managed web page area unable to correctly load
On a content managed web page displaying a Location Finder area sometimes the map was unable to load on a webpage where the secure domain of the web page's website did not match the insecure domain.
The area was modified to ensure that it can always correctly load on any content managed web page regardless of the domain it was loading on.
Functionality Affected: Location Finder content managed web page area
Impact: Normal