Releases

TOTECS Platform Release 19.00

New Features


TOT-4304 - Product Deals and Vouchers deal offer types to apply X percent discount/fixed price amount across all deal products when the undiscounted total basket price of deal products in basket is over Y amount

Within the Administration Centre, under the Marketing section, within the Product Deals and Vouchers interface 2 new product deal offer types have been added that allows a user to get a given percentage amount off products added to the deal, or deal products for a set price when the un-discounted aggregate total of any these deal products in the basket is over a specified amount set excluding tax.

For example this allows the for the deal offers:"Buy over $200 ex. tax of any products in the deal, and get 5% price off all of these deal products."
"Buy over $200 ex. tax of any products in the deal, and get deal products for $10 each."

Note that these deal offers will only look at the undiscounted total aggregated amount of the deal products in the basket excluding tax. This means after the discount is applied, it could cause the final basket total to be less than the basket total set in the deal. For example if the basket's un-discounted total is $200.01, then if all products in the basket apply to the same deal to discount by 5%, then the basket's final total will display as: $190.00. In effect this kind of deal offer type provides a volume discount based on a price break, instead of a specific quantity break.

Within the Administration Centre, under the Marketing menu, in the Product Deals and Vouchers interface, within the Offer drop down, in the "Buy Over Collective Quantity Discount Deals" options group, 2 new offer types have been added.

Buy Over X Total Price Of Products In Deal (Before Discounts), Get Product For Y Percent Off Price
When a user adds over a total price amount across any products assigned to the deal, then any products on the deal in the basket are discounted by a percentage amount, for the given number of times the deal allows. Set the offer's "Total Price X" to the total price threshold that unlocks the deal. Set the offer's "Percentage Y" setting to the percentage amount to discount products on the deal by.

Buy Over X Total Price Of Products In Deal (Before Discounts), Get Product For Price Y
When a user adds over a total price amount across any products assigned to the deal, then any products on the deal in the basket will have the price set on the deal, for the given number of times the deal allows. Set the offer's "Total Price X" to the total price threshold that unlocks the deal. Set the offer's "Price Y" setting to the price amount to discount products on the deal by.

Functionality Affected: Product Deals and Vouchers Administration Centre interface, Product Add To Basket server logic
Impact: Normal


TOT-4324 - Data Exports interface and spreadsheet CSV data exports within the Administration Centre

After an administrator user logs into the Administration Centre, then within the Data menu, a new menu item labelled Data Exports has been added. Clicking on it opens the Data Exports interface that allows the following data types to be exported in entirety to CSV spreadsheet files:

  • Customer Accounts
  • User Marketing Categories
  • Related Products
  • Product Attributes
  • Product Combinations
  • Product Images Records
  • Product Attachment Records
  • Product Categories
  • Categories
  • Category Images Records
  • Content Managed Web Pages
  • Content Managed Web Pages Areas
This allows administrator users to download and view the data records across all these different types data exports within any spreadsheet application that can open a CSV file. Additionally the data exports can be used to import the data into other systems, or back within the same TOTECS project.

Within the Administration Centre, under the Users menu, within the User Permissions interface, when modifying an Administrator Role, a new permission has been added labelled "Data Exports View". Only if this is set to Allow will it any administrator users assigned to the role to have the ability to access the Data Exports interface. If the permission set to Deny then the Data Exports menu item will be greyed out in the Data menu. By default this permission is set to Deny. It is highly recommended to only set the permission to Allow for brief periods of time for administrators to export data, since administrators now have greater access to many types of data across the project that may be sensitive.

Functionality Affected: Data Exports administration centre interface
Impact: Normal


TOT-4299 - Modify Order Checkout/Submission process to support updating existing orders and order submission from previous Order Punchout

Within the TOTECS Ecommerce Platform's API a new API endpoint called "setup_esd_punchout" has been created. When this API endpoint is called from a 3rd party purchasing system, the system needs to provide the Login ID and Password credentials within the Authorization header, as well as a URL in the request body that users should be redirected back to once they have successfully completed the order checkout process. If the user's credentials are valid, then a return URL will be provided to the purchasing system, that can then be used by a purchasing user's web browser to be redirected to the specified content managed website and landing web page. This API endpoint uses the Ecommerce Standards Document to structure the JSON expected to be received and returned.

On a content managed web page containing an Order/Checkout Submission area, the Order Checkout/Submission process has been modified so that after an order is created from a Punchout workflow, the purchase order data can be returned on a Purchase Order Ecommerce Standards Document if the users customer account is assigned to the new "ESD "submission profile. If this occurs then when the user is redirected back to the purchasing system via its provided URL, in the POST request data will contain the order structured in the Purchase Order Ecommerce Standards Document JSON format, that has been URL encoded in a form within the request body.

A second new API endpoint has been created called "setup_esd_order_checkout". The purchasing system can optionally can this API endpoint if they wish to have purchasing user be sent back to a content managed website with order that is ready to be approved. The API endpoint will also require the user's credentials to be provided within a Authorization header, as well as a Purchase Order Ecommerce Standards Document within the request body. If the credentials are correct, then the contents of the order will be validated, and if correct then be turned into an unconfirmed order. The API will return a URL back to the purchasing system, that can then be used to redirect the purchasing user's browser to the content managed website, and land on web page containing an Order Checkout/Submission area. From where the user can confirm order details, review the order, then submit it. Once done the order then can be marked as confirmed and submitted onwards for processing. Note that for the content of the order given, the API endpoint will remove products that can no longer be purchased, and reapply order surcharges. From there the user can proceed through Freight Carrier Selection (if applicable), Order Review, Payment, and Order Submission steps again.

Within the TOTECS Ecommerce Platform Doc Centre the following document was created to provide an overview of the punchout and order checkout work flows, as well as links to other technical documents in the API.
https://docs.totecs.com/TOTECS/Purchaser-Punchout-and-Ordering.html

Functionality Affected: Platform API, Order Checkout Submission Profiles administration centre interface
Impact: Normal


Improvements


TOT-4310 - User Search Rules and filters to show users and baskets containing products unchanged for a time period within the Basket Statistics interface

Within the Administration Centre, from the Statistics menu, within the Basket Statistics interface, under the Basket Summary section additional filters have been added to be able to filter baskets on. Within the Summary Statistics section there is now a drop down to filter the summary statistics numbers by Last Modified Date of a basket. This can limit down the statistics over s shorter date range that may be more relevant.

Under the Shopping Baskets section it now allows baskets to be filtered by User Type, including Registered, Guest, and Sales Rep users. There's the ability to filter baskets based on the number of products in the basket. A filter now exists to match baskets on user or customer account data fields. There's now the ability to filter baskets by the date when baskets were last modified. After a basket search has been performed an Export button now displays, that allows the found baskets to be exported to a CSV spreadsheet file. Up to 10.000 baskets can be exported to a spreadsheet file. The section now will list individual baskets for users, instead of grouping baskets based on user. This then allows the products assigned to individual baskets to be seen, as well as see the number of baskets assigned to individual users.

Within the Administration Centre's Search Users interface, within the Advance Search section, under for the Search Category drop down, for the Shopping Basket category, 2 additional search rule option have been added to find users who have products in their shopping basket that has not changed for a given time period. These search rules can be used to users who still have products in their basket that has been unchanged/abandoned after a specified period of time. This user search rule could also be used in Product Deals and Vouchers feature, and/or Emarketing features to then target users to complete ordering. The search rule can also be used to find users and export those users to a spreadsheet for offline needs.

Functionality Affected: Basket Statistics administration centre interface, User Search administration centre interface, Orders administration centre interface, Product Add To Basket server logic
Impact: Normal


TOT-4312 - Additional browser security of user sessions

For user sessions created for content managed websites, and within the Administration Centre, security improvements have been added when a user's session is created, either automatically, or when a user logs in and a user's session is saved to the web browser. These changes use multiple web page features to reduce the chances for a user's session becoming compromised.

Functionality Affected: User Session Creation login process
Impact: Normal


TOT-4314 - Add format hook to display freight unit name and return estimated delivery hours for Smart Freight within Freight Carrier Service Record format within Order Checkout/Submission content managed web page areas

On a content managed web page that displays either a Guest Order/Checkout Submission area, or an Order Checkout/Submission area, if the areas are configured to display the freight carrier selection, and the Integrated Freight project setting is turned on, and the Get Carrier Selection From Freight Provider setting is set to Smartfreight or OneFlo, then when the order/checkout submission areas retrieve the freight carrier details from the freight provider systems, there is now a new format hook labelled "freight_service_unit_name".

This format hook will display the name of the freight unit returned by SmartFreight's system, or for OneFlo's system it will return the name of the freight unit that is used to obtain the carrier service options.

Additionally If SmartFreight's system is used to obtain the list of freight carriers to select from, the existing freight_service_delivery_time format hook will display the number of hours that estimated to use the freight carrier service, if SmartFreight's system provides the estimated delivery date time. Otherwise the format hook will be empty.

Functionality Affected: Guest Order/Checkout Submission area, Order Checkout/Submission content managed web page areas
Impact: Normal


TOT-4316 - Export additional product data fields within the Products Spreadsheet CSV data export within the Administration Centre

After an administrator user logs into the Administration Centre, then within the Inventory menu, in the Product Search interface, after performing a product search and clicking on the Export button, within the Export Products dialog the following additional data fields can now optionally be selected from:

  • Is Combination Parent: Either Y or N, Y if a product is a parent combination product
  • In Combinations Count: Number of parent combination products that a product is assigned to
  • Has Taxcode: Either Y or N, Y if a product is assigned to a taxcode
  • Has Primary Image: Either Y or N, Y if a product has an image assigned to it that is a primary image
  • Has Primary Search Image: Either Y or N, Y if a product has an image assigned to it that is a primary image for searches
  • Price Level Unit Prices (column per price level)
  • Images Active Count: Number of active product images that the product has
  • Categories Active Count: Number of active categories that the product is assigned to
  • Attribute Value Count: Number of attribute values assigned to the product
  • Flags Count: Number of flags assigned to the product
  • Price Level Prices: Displays a column for each price level, with the unit price of the price for each price level
  • Is Visible For User: Either Y or N, Y if the product is active, not hidden, and the product is assigned to an inventory role that a nominated user is assigned to, and has the Allowed permission to view the product. If this data field is selected, then the Find User To Check For Visibility search auto-complete will show, and the Login ID of a user needs to be typed and selected. This user, their assigned inventory role and customer account will be used to check product visibility with.
  • After any of these new data fields are selected, as well as existing data fields, then the CSV spreadsheet generated will need to contain data for each product. Note that some of these new data fields may cause the data export to take longer to load, since more checks need to be performed across additional data structures.

Functionality Affected: Product Search Administration Centre interface
Impact: Normal


TOT-4317 - onclick format hooks to paginate products to next and previous pages within the Redeemable Deal Products Listing

On a content managed web page that displays a list of products within the Redeemable Deal Products Listing area, within its Redeemable Deal Products Header and Redeemable Deal Products Footer formats, there following format hooks have been added to allow the next and previous pages of records to be pagination using a javascript function. This allows the elements that trigger the pagination to be more customisable.

  • deal_products_next_page_onclick: Contains a javascript function that allows the next page of product records to be updated within the area.
  • deal_products_prev_page_onclick: Contains a javascript function that allows the previous page of product records to be updated within the area.

Functionality Affected: Redeemable Deal Products Listing content managed web page area
Impact: Normal


TOT-4318 - Set formatted message to display within Order Confirmation Notification Email when an order is delivered to an international country

On a content managed website, when a guest or logged in user adds a product to basket, and proceeds to the web page containing a Order Checkout/Submission area, within the Order Details form if they select or set a delivery address that has the country set that is international, then once the order has been submitted, within the area's Order Submission Success Message format, as well as the Order Confirmation Notification Email that is sent out, there is now the ability to display a configurable message that may contain any details that a customer may need to know about for an international order.

Within the Administration Centre, under the Stores menu within the Order Settings interface, a setting labelled "International Order Delivery Message Format" now exists that allows a customised message to be set when an order is being delivered internationally.

Within the "Order Confirmation Email Message Format" and "Order Confirmation Email Order Surcharge Format" settings, additional format hooks have added that will display the content of the international order message if the order is assigned to an international country. These format hooks are:

  • order_delivery_international_message: Message to display for international orders, based on the delivery country not being the same as the project's default country.
  • order_delivery_international_message_display: CSS display rule to control if the international order message should display or not.
Within the Administration Centre's Websites interface, under the Web Area Formats Libraries, within the Order Checkout, for the Order Checkout/Submission and Guest Order Checkout/Submission areas, within the Order Submission Success Message format the following format hooks have been added:
  • order_delivered_international_message: Message to display for international orders, based on the delivery country not being the same as the project's default country.
  • order_is_delivered_international: Either 'Y' or 'N'. If 'Y' then the order is being delivered internationally.

Functionality Affected: Order Checkout/Submission content managed web page area, Order Confirmation Notification Email
Impact: Normal


TOT-4319 - ESD version 1.5 conforming JSON responses in REST API endpoints

Within the REST API, for the Create User Session, Destroy User Session, Validate User Session, Import Data endpoints, the response JSON data has been modified to conform to the Ecommerce Standards Documents JSON response. For all API endpoints they now containing additional attributes in the returned JSON data, including ESD version number, message, and configs storing result information. This makes it easier for 3rd parties to integrate with the API without having build more customised code.

Functionality Affected: REST API
Impact: Normal


TOT-4320 - Limit order options to a specific country matching an order's delivery address within Order Checkout/Submission content managed web page areas

On a content managed web page that contains either a Order Checkout/Submission area, or a Guest Order Checkout/Submission area, after a user has added products to basket and is viewing the Order Details Form within the areas, the Order Options available to the user can now be limited based on the country that is set against the chosen delivery address. This allows order delivery options to be made available or hidden from the user based on the country that an order's products are being delivered to.

Within the Administration Centre, under the Stores menu, within the Order Options interface, for each Order Option type, an additional data field has been added labelled "Conditions" with the following options:

  • Allowed For All Countries: Allows the order option to be selected regardless of what the country an order's delivery address is set to.
  • Not Allowed For Delivery Country: Only allows the order option to be selected if the country in an order's delivery address doesn't match a specified country.
  • Allowed For Delivery Country: Only allows the order option to be selected if the country in an order's delivery address matches a specified country.
Another data field has been added labelled "Country" that displays a list of active countries that one can be selected from to assign to the order option if the Conditions is set to "Not Allowed For Delivery Country" or "Allowed For Delivery Country". Additionally a setting labelled "Validation Error Message" allows an error message to be set for the order option if the delivery country does not allow the order option to be set.

Within the Order Checkout/Submission area when a user selects a delivery address, the order options/carrier drop down options will change based on the options that are available for the delivery address's country. The same occurs within the Guest Order Checkout/Submission area if the delivery address drop down is changed. After the Order Details form is submitted a server side check will occur to ensure that the order option is allowed to be set for the delivery address's country selected. If not the order option's Validation Error Message will display to the user and they will need to select a different order option.

Functionality Affected: Order Checkout/Submission content managed web page area, Guest Order Checkout/Submission content managed web page area, Order Options administration centre interface
Impact: Normal


TOT-4322 - Setting to require Customer Account Code to be set with making a credit card payment within the Payments Administration Centre interface

Within the Administration Centre, under the Stores menu, within the Payments interface, upon clicking on the Make Payment tab, within the payment form there is now the ability to control if the Customer Account data field is mandatory, and that a customer account code must match an existing customer account before allowing an administrator user to make a credit card payment.

Within the Administration Centre, under the Stores menu, within the Payment Settings interface, under the Credit Card section, a new setting labelled "Validate Customer Account Code For Admin Payments" has been added. If set to Yes, then within the Payments admin centre interface's Make Payments tab, the Customer Account data field will be labelled as Customer Account Code and be marked as a mandatory data field. If a credit card payment attempt is made then validation will occur to ensure the Customer Account Code matches an existing customer account. If no account is found then a "No customer account can be found with the given customer account code." message will be returned. By default this setting is set to No.

Functionality Affected: Payments administration centre interface
Impact: Normal


TOT-4326 - Drop downs to control sorting of products within a Customer Account Contract Detail content managed web page area

On a content managed web page that contains a Customer Account Contract Detail area, within the area that's showing a list of products assigned to a customer account contract that the user has permission to view, there is now the ability to embed drop down elements that can control the sorting of products listed within the area. This includes the ability to choose a product field to sort products by, as well as the direction that products are sorted on (either ascending or descending). The sorting product drop down can be set to sort products by the following:

  • default
  • Ordering
  • Price
  • Product Code
  • Name
  • Barcode
  • Inner Barcode
  • Unit
  • Units Per Pack
  • Weight
  • Stock Quantity
  • Most Ordered Products in 3 months
  • Most Ordered Products in 6 months
Within the Administration Centre, under the Websites menu, within the Content Managed Websites interface, within the Web Page Editor that contains a Customer Account Contract Detail area, within the area's settings dialog 2 settings have been added to to control how the contract's products sorted by default. These settings are:
  • Sort Contract Products By: Set the data field that contract products are sorted by when the area initially displays
  • Sort Contract Products Direction: Set the direction that contracts products sorted by, either ascending or descending

Functionality Affected: Customer Account Contract Detail content managed web page area
Impact: Normal


TOT-4328 - Settings to control if address data fields can be empty or not

Within a content managed web page that contains either Order Checkout/Submission, Guest Order Checkout/Submission or User Details/Favourites/Orders areas, if the area allows the user to create or update an existing address, there is now ability to control which of the 4 address fields is mandatory to be filled out, and which data fields are not mandatory.

Within the Administration Centre, under the Stores menu, within the General Store Settings interface, under the Locality section, 4 settings have been added labelled "Address 1 Is Mandatory", "Address 2 Is Mandatory", "Address 3 Is Mandatory", "Address 4 Is Mandatory", that control if each of the 4 address data fields is mandatory to have a value set. By default these settings are set to Yes, as was the bahaviour before these settings were created.

Functionality Affected: Order Checkout/Submission, Guest Order Checkout/Submission, User Details/Favourites/Orders content managed web page area
Impact: Normal


TOT-4329 - Improved styling, accessibility, responsive layouts within the Administration Centre

Within the Administration Centre, the layouts and styling of interfaces have been improved. This includes increasing the font size to allow text to be more easily read and buttons increased to make it easier to click on in small sized screens.

The navigation menu bar has had improved styling and is responsive to large and small sized screens. Each menu item has additional details on what the menu item does. Several interfaces are able to resize better in smaller sized screens. The theming has been improved to provide a more modern looking interface.

Functionality Affected: Administration Centre
Impact: Normal


TOT-4334 - Show freight carrier cost excluding or including tax based on user Tax Format setting within Order Checkout/Submission content managed web page areas

On a content managed web page that contains either a Order Checkout/Submission area or a Guest Order Checkout/Submission area, when the project is configured to integrate with freight providers and show the freight carrier selection, within the Freight Carrier Service Record format there is now a new format hook labelled "freight_service_cost_price" that shows the price of a freight carrier, based on the tax format set for the user. This allows either the carrier price to be shown excluding or including tax, depending on the user's "Price Tax Format" setting.

If a user's Price Tax Format is set to Exclusive then the freight_service_cost_price format hook will display a freight carrier's cost without tax, if the Price Tax Format is set to Inclusive then the the format hook will display the freight carrier's cost with the tax amount included.

Functionality Affected: Order Checkout/Submission, Guest Order Checkout/Submission content managed web page areas
Impact: Normal


TOT-4335 - Show abandoned orders within the Orders Administration Centre interface

Within the Administration Centre, from the Stores menu, within the Orders interface, an additional filter has been added labelled "Abandoned", that can filter unconfirmed orders that have not changed within 8 hours and are considered abandoned. This allows administrator users to see and be aware of orders that have been considered abandoned, where users have proceeded to Order Checkout and reached the review stage but did not complete payment or submit the order. This filter also allows administrator users to determine next actions, such as re-engaging with the users, or understanding the users who may have abandoned the order and the details that they provided.

For unconfirmed orders that are considered abandoned the administrator user won't be able to resubmit the order, unless the order had a payment successfully made against it, but failed to have its order status updated.

Functionality Affected: Orders administration centre interface
Impact: Normal


TOT-4104 - Combine advanced product search with attribute search when displaying results within the Product Search Result Listing content managed web page area

On a content managed web page displaying a Product Search Results Listing area, the area now has the ability to display products based on combining a product attribute search to an advanced product search, and returning products that intersect between the two. Additionally within the Product Search Form (Using Search Profile) area is able to perform this intersecting search by displaying an attribute search form with an advanced profile search form, that in effect allows the results from a advanced product search profile to be further filtered.

Within the Administration Centre, under the Inventory menu, within the Search Profiles interface, when a Product Search Profile is being edited, within the Search Profile Options section, an additional drop down setting has been added labelled "Link To Attribute Search Profile", that allows a Product Search Profile to be linked to an attribute search profile.

On a content managed web page displaying a Product Search Results Listing area, if the area is performing a search using a Product search profile, and the search profile has a linked attribute search profile, then the search is able to look for attribute values passed to it through URL parameters, and further refine the search by factoring the given attribute values. When any of the paginator or sorting elements are used within the area it will also pass the attribute values as parameters when updating the area.

On a content managed web page displaying a Product Search Form (Using Search Profile area), a new area setting labelled "Show Linked Search Profile" has been added. If this setting is saved to Yes, then if the area allows a Product search profile to be loaded in the area, and profile is linked to an attribute profile, then the area will also display attribute search form elements as well as text box search form elements. All of the search form values of the product search profile and the product attribute search profile will be passed across to any Product Search Results Listing areas on the page, or within the web page URL if a full page refresh is occurring.

This allows a combined product advanced search to be performed with an attribute search, allowing users to use search words to match on products, as well as use attributes to further filter products.

Functionality Affected: Product Search Results Listing content managed web page area, Search Profiles Administration Centre interface
Impact: Normal


TOT-4248 - Improve product pricing logic to avoid price rounding issues

When any calls are made to calculate product pricing in non-product search listings, the product pricing calculations have been changed to avoid price rounding issues that may be occurring within the database procedure that was previously used. This change provides the same results of pricing products, factoring price-level unit pricing, quantity break pricing, customer account pricing, currency rate, and contract data.

Functionality Affected: Product Pricing server logic
Impact: Critical


Bug Fixes


TOT-4309 - Web page routes unable to be loaded within the Websites Administration Centre interface

After an administrator user logged into the Administration Centre, clicked on the Websites menu item, within the Websites interface, upon clicking on the Webpage URL Routing tree node, within the Webpage URL Routing dialog the routes would always to fail to load within the table, and the server response always returned a failure result.
Now within the Webpage URL Routing dialog the routes now correctly load within the table. This issue was caused by a programming error.

Functionality Affected: Content Managed Websites administration Centre interface
Impact: Normal


TOT-4321 - Users incorrectly able to see products within the Redeemable Deal Products Listing content managed area that they don't have permission to add to basket with their assigned inventory role

On a content managed web page that contained a Redeemable Deal Products Listing Area, the area was displaying all products across deals that the user is assigned to, incorrectly including products that the user didn't have permission to view or add to basket.
Now within the Redeemable Deal Products Listing Area, the area will now only displaying product across deals that the user is assigned to, where the user has permission to view or add to basket, based on the permissions of the user's assigned inventory role.

Functionality Affected: Redeemable Deal Products Listing content managed web page area
Impact: Normal


TOT-4325 - Guest website region user session failing to be created for the correct content managed website if a web page URL doesn't contain the Web Page Name or Web Page ID

On a content managed website that had the Website Regions feature turned on, if a new guest user first requested a web page that did not have the web page name or web page ID within the URL, then the a guest user session was created with the first website that existed within the project.
Now if a new guest user first requests a web page that does not have the web page name or web page ID within the URL, then when the a guest user session is created it will use the website domain to match on the content managed website, and use the default region assigned to the matched website to create the user's session for. This avoids the issue where a guest user session was being created for the first content managed website found, which may have been the incorrect website, if a project has multiple content managed websites.

Functionality Affected: Content managed web pages
Impact: Normal


TOT-4330 - Delivery status settings incorrectly being saved across all projects

After a user logged into the Administration Centre and clicked on the Stores menu, then clicked on the Order settings menu item, after making changes to any settings within the Order Delivery Status section after any settings had been set, then once the Save button is clicked on the settings were incorrectly being updated across all other projects in the platform, affecting the projects when the Order settings are next reloaded for a project.
Now when an administrator user makes changes to any settings within the Order Delivery Status section, then once the Save button is clicked on the settings are correctly only updated for only the project that the administrator user is logged into.

Functionality Affected: Store Settings Administration Centre interface
Impact: Major

TOTECS Platform Release 18.02

New Features


TOT-4297 - Product Add To Basket Spreadsheet Importer content managed web page area

On a content managed web page a new web page area type has been created called "Product Add To Basket Spreadsheet Importer" that provides the ability to add products to basket that are listed in a spreadsheet CSV file. Within the area it allows one or more CSV spreadsheet files in a computer to be selected, or have pasted the contents of a CSV spreadsheet file into the area's text area input. From the CSV spreadsheet data a list of product records is read and added to an "Add To Basket" queue. The queue can then be processed to automatically add products to basket in batches of 20 products at a time, until the queue is fully processed or aborted at any time.

In the spreadsheet CSV data provided it needs to contain columns for Product Code, and Quantity for each product row. After a user clicks a button to process the queue, it will attempt to add each product and its quantity to the user's active basket. If a product fails to be added to the basket then an error message can display, indicating the products that failed to be added to basket and why it had failed.

The area contain settings that allow the user to optionally control how the CSV data provided can be read, based on common CSV data formats that applications like Excel, Google Sheets, or Libre Office support.

Within the Administration Centre, under the Websites menu, within the Websites interface, within the Web Page Editor, when a "Product Add To Basket Spreadsheet Importer" area is added to a web page, it contains the following settings:

  • Initial Spreadsheet Data Format: Sets the spreadsheet data format that is initially selected with the area's drop down displays. Controls how CSV data should be read
    • Comma Delimited (CSV) - Reads a comma delimited CSV file, where data rows are separated by the new line character.
    • Comma Delimited (CSV MS DOS) - Reads a comma delimited CSV file, where data rows are separated by the carriage return and new line characters
    • Comma Delimited (CSV Macintosh) - Reads a comma delimited CSV file, where data rows are separated by the carriage return character
    • Tab Delimited (CSV) - Reads a tab delimited CSV file, where data rows are separated by the new line character
    • Space Delimited (CSV) - Reads a space delimited CSV file, where data rows are separated by the new line character
    • Colon Delimited (CSV) - Reads a colon delimited CSV file, where data rows are separated by the new line character
    • Semi Colon Delimited (CSV) - Reads a semi-colon delimited CSV file, where data rows are separated by the new line character
  • Add Queued Products Immediately To Basket: If set to Yes then when one or more spreadsheet files is selected, or CSV text area records added, then the products added to the queue will immediately called to add products to basket.

Functionality Affected: Project Traffic Statistics administration centre interface
Impact: Normal


TOT-4307 - Customer Account Contacts Connector Data Import

A new data import named "Customer Account Contacts" has been created that can import a list of contacts that are assigned to each customer account from the Connector software. The data import can create and update a list of contacts assigned to each customer account, as well as deactivate contact records that are no longer being imported. Additionally the data import can optionally create new users for each customer account contact record, and link the contact record the each new user.This allows multiple people associated to each customer account in connected business systems to have a user automatically created for them. If the contact is removed the connected system, then the data import can optionally deactivate the user who's linked to the contact record.

After logging into the Administration Centre, under the Data menu, within the Data Imports interface, under the Connector Imports tab, a new data import type labelled "Customer Account Contacts" displays. If selected and the Start Import(s) button is clicked on, the data import will call the Connector software to run its Customer Accounts Contacts data export to retrieve the contact data, then import it into the project.

Clicking the settings button on the data import type allows 2 settings to be configured:

  • Create users for new contacts: If selected then when a new customer account contact record is created then a new user will also be created if a unique Login ID of the user can be defined.
  • Deactivate users assigned to deactivated contacts: If selected, then when an existing customer account contact is no longer imported and deactivated, if their is a user linked to the contact, then the user will also become deactivated.
Within the Administration Centre's Users menu, within the Customer Accounts interface, after customer account records have loaded, an additional column displays for the Contacts. Clicking on the Contacts button will open the Account Contacts dialog that displays a table of all the contacts created against the customer account. This allows administrator users to the see the details of each contact associated to the customer account.

Functionality Affected: Customer Account Contacts Connector Data Import
Impact: Normal


Improvements


TOT-4201 - Remember user's preference for sorting products within product listing content managed web page areas

On a content managed web page that contains a Product Search Results Listing, Category Listing, Related Products Listing, Product Combination or Customer Account Contract Detail area, there is the ability sort the products listed in the area, based on a user's preference previously remembered in their browser using a cookie. This allows users to load lists of these products using their preferred product sorting field and direction if allowed to, providing improved usability by not having re-sort products on each web page load.

Within the Administration Centre, within the Websites interface, upon modifying a content managed web page within the Web Page Editor, for each area, in the area settings a new drop down setting has been added labelled "Allow User Sort Products Preference". If set to Yes, then the products listed in the area are allowed to be sorted based on the user's previously saved preference. If set to No, then area will sort the products based on the sorting setting of the area if available, else based on the default product sorting setting for the project or area.

Within the Product Search Results Listing, Category Listing areas, if the user has the ability to change the sorting field or direction and the areas have the "Allow User Sort Products Preference".area setting set to Yes, then the user's sorting preference will be saved to a browser cookie, that can then be used by the other product listing areas to sort the products if allowed to.

Note that the user's product sorting preference is stored in a user's browser cookie. If they are using a private/incognito web browser, or clear their browser cookies, then the saved sorting preference will be cleared.

Functionality Affected: Product Search Results Listing, Category Listing, Related Products Listing, Product Combination or Customer Account Contract Detail content managed web page areas
Impact: Normal


TOT-4241 - Ability to remove and exclude deals from product in the basket within a Basket Product Listing content managed web page area

On a content managed web page that contains a Basket Product Listing area, for each product record listed in the area, there is now the capability to allow users to remove a product deal from a product in their active basket. This may be needed if a user doesn't wish to receive the deal. It can also be relevant for sales representative users who don't want a deal to override pricing they have set for product.

Within the Basket Product Listing content managed webpage area, within the Basket Product Record format, the format now contains a new hook called "remove_product_deal_onclick" that can be embedded within a button's onclick attribute, to allow a deal to be removed from a product if the deal was previously applied.

Once the deal has been removed from the product in the basket the product will be repriced, reverting back to standard pricing of the product. Additionally all remaining products in the basket will have deals re-calculated, since deals on other products may be conditional on the deal previously applied to the product that's now removed. If the product had no pricing set, then if the deal is removed, it will cause the product to also be removed from the deal.

For the product in the basket that had the deal removed, it will remain not allowing deals to be applied against it automatically until the product has been removed from the basket, either by being directly deleted or removed on order submission. This ensures that if the user changes the quantity or price of the product in the basket, then no deal will cause the pricing changes to be overwritten.

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


TOT-4283 - Facility Role Permission to ignore changing sales representative set basket product prices if Re-price Basket Products On Login, Basket Switching And Order Checkout feature is turned on

if the "Re-price Basket Products On Login, Basket Switching And Order Checkout" setting is turned on within the Administration Centre's Basket Store Settings interface that re-prices all products within the user's basket when they next login, switch baskets, or proceed to order checkout, if a sales representative user had changed the price of any products in their basket, then there is now a Facility Role Permission that allows the sales representative users to have their set prices to be ignored from being re-priced. This permission ensures that targeted sales representative users don't lose the customised pricing that they have set within their active basket if the re-pricing feature is turned on.

Within the Administration Centre, under the Users menu, within the User Permissions interface, after selecting a Facility Role and clicking on the Edit button, within the Role Permissions section a new permission has been added labelled "Re-Price Sales Rep Set Product Pricing". If set to Allow then any users assigned to the Facility Role will have all product pricing in their active basket re-priced if within the Stores menu, Basket Settings interface the "Re-price Basket Products On Login, Basket Switching And Order Checkout" setting is set to Yes. If the "Re-Price Sales Rep Set Product Pricing" permission is set to Deny then any prices for products in the user's active basket that were set by a sales representative user will not be re-priced if the repricing setting is set to Yes.

Functionality Affected: Basket Clean server action
Impact: Normal


TOT-4284 - Display customer account assigned price-level price within Product Detail and product listing types of content managed web page areas

On a content managed web page containing a Product Detail area, or areas that display a list of products (Product Search Results Listing, Category Listing, User Details/Favourites/Orders, Customer Account Contract Detail, Related Products, Model Products), there is now the ability to display the price-level price of the product, based on the price-level that the user's active customer account current is assigned to. This price-level pricing is only display if the customer account's assigned price-level price is less than the final price calculated for the user, and if the user's assigned Facility Permission Role has a new permission named "View Product Price-Level Price" set to Allow .Additionally within each area there is also the ability to display the discount percentage between the account's price-level price, and its final price. This allows users to be aware when a product's price has been discounted from the price-level price, and by how much. This price-level pricing data could be labelled as "Was/Now" pricing, or "Discounted From" or "Reduced From", amount other discounting terms.

Within the Administration Centre, under the Users menu, within the User Permissions interface, when editing a Facility Role, the permission named "View Product Price-Level Price" now exists. If set to Allow then any users assigned to the facility role are allowed to view a product's price-level price for the price-level their active customer account being used is assigned to, when the price-level price is higher than the final product price. If the permission is set to Deny then the assigned users are never allowed to see the current price-level price of a product.

Within the Websites Administration Centre, under the Websites menu, within the Websites interface, within the Web Area Formats Libraries, navigating to the Product Detail area, or Product Search Results Listing, Category Listing, User Details/Favourites/Orders, Customer Account Contract Detail, Related Products, Model Products areas, for the formats named "Product Detail", "Product Search Record", "Product Search Record2", "Product Search Record3", the following format hooks now exist that allow price-level pricing data to be embedded into the areas if the user has permission to view product price-level price data.

  • product_price_level_price_inc: Displays the price-level unit price (including tax) of the product initially shown in the area, based on the price-level that is associated the active customer account of the user.
  • product_price_level_price_ex: Displays the price-level unit price (excluding tax) of the product initially shown in the area, based on the price-level that is associated the active customer account of the user.
  • product_price_level_price: Displays the price-level unit price (either excluding or including tax based on user setting) of the product initially shown in the area, based on the price-level that is associated the active customer account of the user.
  • product_price_level_price_inc_currency: Displays the price-level unit price (including tax) of the product initially shown in the area in the project''s default currency, based on the price-level that is associated the active customer account of the user.
  • product_price_level_price_ex_currency: Displays the price-level unit price (excluding tax) of the product initially shown in the area in the project''s default currency, based on the price-level that is associated the active customer account of the user.
  • product_price_level_price_currency: Displays the price-level unit price (either excluding or including tax based on user setting) of the product initially shown in the area in the project''s default currency, based on the price-level that is associated the active customer account of the user.
  • product_price_level_price_discount_rate: Displays the percentage difference between the price-level unit price of the product and the final account price found for the product, based on the price-level that is associated the active customer account of the user.
  • product_price_level_price_discount_ex: Displays the price difference (excluding tax) between the price-level unit price of the product and the final account price found for the product, based on the price-level that is associated the active customer account of the user.
  • product_price_level_price_discount_inc: Displays the price difference (including tax) between the price-level unit price of the product and the final account price found for the product, based on the price-level that is associated the active customer account of the user.
  • product_price_level_price_discount: Displays the price difference (either excluding or including tax based on user setting) between the price-level unit price of the product and the final account price found for the product, based on the price-level that is associated the active customer account of the user.
  • product_price_level_price_discount_ex_currency: Displays the price difference (excluding tax) between the price-level unit price of the product and the final account price found for the product in the project''s default currency, based on the price-level that is associated the active customer account of the user.
  • product_price_level_price_discount_inc_currency: Displays the price difference (including tax) between the price-level unit price of the product and the final account price found for the product in the project''s default currency, based on the price-level that is associated the active customer account of the user.
  • product_price_level_price_discount_currency: Displays the price difference (either excluding or including tax based on user setting) between the price-level unit price of the product and the final account price found for the product in the project''s default currency, based on the price-level that is associated the active customer account of the user.
  • product_price_level_price_inc_element_id: ID of the element that displays the price-level unit price (including tax) of the product, based on the price-level that is associated the active customer account of the user. Set hook within the ID element, to allow the price to update when required.
  • product_price_level_price_ex_element_id: ID of the element that displays the price-level unit price (excluding tax) of the product, based on the price-level that is associated the active customer account of the user. Set hook within the ID element, to allow the price to update when required.
  • product_price_level_price_element_id: ID of the element that displays the price-level unit price (either excluding or including tax based on user setting) of the product, based on the price-level that is associated the active customer account of the user. Set hook within the ID element, to allow the price to update when required.
  • product_price_level_price_inc_currency_element_id: ID of the element that displays the price-level unit price (including tax) of the product in the project''s default currency, based on the price-level that is associated the active customer account of the user. Set hook within the ID element, to allow the price to update when required.
  • product_price_level_price_ex_currency_element_id: ID of the element that displays the price-level unit price (excluding tax) of the product in the project''s default currency, based on the price-level that is associated the active customer account of the user. Set hook within the ID element, to allow the price to update when required.
  • product_price_level_price_currency_element_id: ID of the element that displays the price-level unit price (either excluding or including tax based on user setting) of the product in the project''s default currency, based on the price-level that is associated the active customer account of the user. Set hook within the ID element, to allow the price to update when required.
  • product_price_level_price_discount_rate_element_id: ID of the element that displays the percentage difference between the price-level unit price of the product and the final account price found for the product, based on the price-level that is associated the active customer account of the user. Set hook within the ID element, to allow the percentage to update when required.
  • product_price_level_price_discount_amount_ex_element_id: ID of the element that displays the price difference (excluding tax) between the price-level unit price of the product and the final account price found for the product, based on the price-level that is associated the active customer account of the user. Set hook within the ID element, to allow the price to update when required.
  • product_price_level_price_discount_amount_inc_element_id: ID of the element that displays the price difference (including tax) between the price-level unit price of the product and the final account price found for the product, based on the price-level that is associated the active customer account of the user. Set hook within the ID element, to allow the price to update when required.
  • product_price_level_price_discount_amount_element_id: ID of the element that displays the price difference (either excluding or including tax based on user setting) between the price-level unit price of the product and the final account price found for the product, based on the price-level that is associated the active customer account of the user. Set hook within the ID element, to allow the price to update when required.
  • product_price_level_price_discount_amount_ex_currency_element_id: ID of the element that displays the price difference (excluding tax) between the price-level unit price of the product and the final account price found for the product in the project''s default currency, based on the price-level that is associated the active customer account of the user. Set hook within the ID element, to allow the price to update when required.
  • product_price_level_price_discount_amount_inc_currency_element_id: ID of the element that displays the price difference (including tax) between the price-level unit price of the product and the final account price found for the product in the project''s default currency, based on the price-level that is associated the active customer account of the user. Set hook within the ID element, to allow the price to update when required.
  • product_price_level_price_discount_amount_currency_element_id: ID of the element that displays the price difference (either excluding or including tax based on user setting) between the price-level unit price of the product and the final account price found for the product in the project''s default currency, based on the price-level that is associated the active customer account of the user. Set hook within the ID element, to allow the price to update when required.
  • product_price_level_price_display_id: ID of the element that displays if the user has permission to view the price-level price of a product, based on the price-level assigned to the active customer account the user. Set hook within the ID element, to allow the element to hide or show when required.
  • product_price_level_price_display_class: Name of the styling class that initially displays if the user has permission to view the price-level price of a product, based on the price-level assigned to the active customer account the user. Set hook within the class attribute of an element. Displays either product_price_level_price_show or product_price_level_price_hide

Functionality Affected: Product Search Results Listing, Category Listing, User Details/Favourites/Orders, Customer Account Contract Detail, Related Products, Model Products content managed web page areas
Impact: Normal


TOT-4292 - Customise styling of area overlay masks within content managed web page areas

On a content managed web page that contains any areas, when an area's content is being reloaded or updated and a mask overlays the area's content, there is now the ability to customise how an area's mask looks, and the font it uses globally across all areas.

Within the Administration Centre, under the Websites menu, within the Websites interface, after clicking on the domain of a website, within the Web Site Details interface the following settings have been added:

  • Web Page Area Loading Mask Custom Styling Class: Set the name of a CSS styling class, that will be embedded within the area mask. This CSS class can then have styling applied to it within a CSS file to control the look of the mask.
  • Web Page Area Loading Mask Text Font Style: Set a CSS styling rule that controls the font used for the text that displays in the mask.
  • Web Page Area Loading Mask Text Font Colour Style: Set a colour that controls the background colour of mask. The colour can be a hexidecimal, RGB, or color name value.

Functionality Affected: Website Detail administration centre interface
Impact: Normal


TOT-4293 - Format hook to show ID of a Basket Product Field Value within the Order Confirmation Email

Within the Administration Centre, under the Stores menu, within the Checkout settings interface, for the Order Confirmation Email Order Detail Product Field Format setting, it now contains a format hook named "order_product_field_id" that allows the ID to be set against each Basket Product Field Value.

Functionality Affected: Order Confirmation Notification Email
Impact: Major


TOT-4294 - Block scrapers that identify as GeedoProductSearch, Semrush, Nutch, Barkrowler, ClaudeBot, Orbbot, Anthropic-ai, ChatGPT-User, FriendlyCrawler, GPTBot, Image2dataset, ImagesiftBot, Omgilibot,CensysInspect, Expanse, internet-measurement, Telegra

Website traffic for content managed websites that utilise the TOTECS Ecommerce Platform's crawler block list will now block allowing requests from scrapers who identify with the following user-agents GeedoProductSearch, Semrush, Nutch, Barkrowler, ClaudeBot, Orbbot, Anthropic-ai, ChatGPT-User, FriendlyCrawler, GPTBot, Image2dataset, ImagesiftBot, Omgilibot,CensysInspect, Expanse, internet-measurement, Dataprovider, Dalvik, Go-http-client, IonCrawl, ISSCyberRiskCrawler,wp_is_mobile, babbar.tech

This reduces unwanted website traffic, leading to less traffic cost, and less public website data being harnessed by 3rd party companies for their own purposes.

Functionality Affected: Content managed websites
Impact: Normal


TOT-4296 - Remember selected invoices after pagination occurs within the Customer Account Invoice Listing content managed web page area

After a user has logged into a content managed website, on a content managed web page containing a Customer Account Invoice Listing content managed web page area. if the area displays more than one page of invoice records, and the user has the ability to select invoices to pay for using the checkbox form elements, then if the user pages to another page of invoice records and back again, then the invoice records that were previously selected will now show selected check boxes and selected invoice amount. This allow users to pay for selected invoices found across multiple pages of records.

Additionally If the invoices records are filtered on any search filters (including date ranges) then any invoice records previously selected will remain selected when the invoice listing is reloaded. This ensures users can find, and build up a list of selected invoices across multiple searches, avoiding having to make multiple payments.

There is also the ability to display a button in the area, allowing all selected invoice records to be deselected. This can be helpful for users if they wish to deselect all records, by doing so with one click instead of having to find every selected record.

Within the Customer Account Invoice Listing content managed web page area, its Customer Account Invoice Listing format has had one new format hook added:

  • invoices_unselect_all_onclick: Javascript function that unselects all invoices in the area, unselecting each selection checkbox for each invoice record.

Functionality Affected: Customer Account Invoice Listing content managed web page area
Impact: Normal


TOT-4300 - Embed ReCaptcha within the User Registration content managed web page area

On a content managed web page that contains a User Registration area, within the area's User Registration Form format, there is now the ability to embed a Recaptcha form element, that is used to help prevent non-humans from being able register a new user. This can help protect against malicious automated software being able to register new users, by forcing the guest user to correctly identify themselves as a human, based on selecting Recaptcha's checkbox, then answer the Recaptcha question if required (such as selecting images that contain certain objects).

The area uses the existing Recaptcha account and settings set up within Administration Centre's Website Settings interface to allow the Recaptcha to load. Within the Users menu, in the User Registration Profiles interface, under the Mandatory Registration Fields section, a new setting labelled "Enforce ReCaptcha" has been added. If selected, then it requires a Recaptcha element to be embedded within the User Registration area, and will be checked that the user correctly answers the Recaptcha. If not then in the Validation Error Message setting a customised message can be set that the user will see if they don't correctly answer the Recaptcha.

Within the Administration Centre's Websites interface, for a website, under the Web Area Format Libraries, within the User Registration area's User Registration Form format, a new format hook labelled "user_registration_recaptcha". This will display a reCAPTCHA form element that the user must fill out to prove that they are a human when registering a new user. The format hook will only display a Recaptcha form field in the User Registration Profile area if the user registration profile controlling the area has the "Enforce ReCaptcha" field set to Mandatory, and the setting within within the Website Settings intefrace named "ReCAPTCHA Site Key" has been previously set up.

Functionality Affected: User Registration content managed web page area
Impact: Normal


TOT-4302 - Filter Monthly Project Traffic statistics to a single day within the Project Traffic Statistics Administration Centre interface

After an administrator user logs into the Administration Centre, after clicking on the Statistics menu, within the Project Traffic Statistics interface, under the Monthly Project Traffic section, there is the ability to filter and show statistics for a single day. This additional level of daily dynamic server requests allows administrators to see more fine grain detail of traffic that occurring within the project. This may help see patterns of peak website traffic usage over each day day, or help investigate increased traffic from a user, or geographic location in a single day.

A new drop down now appears next to the Refresh button with the initial option "For Whole Month". If that drop down is changed to a selected day of the month, then the Monthly Requests graph will change to show the number of server requests made for the single selected day, broken down to an hourly basis. The pie charts for "Requests By Search Engines, Crawlers and Software ", "Requests By Device Type", and "Requests By Platform Type" will update to show totals only for the selected day. If the "Export", "View Most Requests By IP Address" or "View Most Requests By Users" buttons are pressed on, the corresponding statistics shown will also cover only the selected day.

Functionality Affected: Project Traffic Statistics administration centre interface
Impact: Normal


Bug Fixes


TOT-4295 - Removal of vulnerabilities within News/Blog Listing content managed web page areas

Within content managed webpage containing News/Blog Listing, News/Blog Items, and News/Blog Item Crumbs areas vulnerabilities have been removed so that nefarious 3rd parties cannot indirectly access that underlying database and try obtain data they do not have permission to access.

Functionality Affected: News/Blog Listing, News/Blog Items, and News/Blog Item Crumbs content managed web page areas
Impact: Normal


TOT-4298 - Removal of vulnerability within the Order Detail Administration Centre interface

Within Administration Centre cross-site scripting vulnerability was found and has been removed within the Order Detail Admnistration Centre interface that previously allowed well crafted javsacript code to execute if embedded within the Order Instructions field. This vulnerability has been removed to prevent nefarious 3rd parties exploit and gaining access to Administration Centre content without knowledge or consent.

Functionality Affected: Order Detail Administration Centre interface
Impact: Normal


TOT-4306 - Unable to create new news/blog item from within the News Item Form content managed web page area

On a content managed web page containing a News Item Form area, for a logged in user if they had typed in the heading and body of the new news item/blog, then clicked the Create button, then news/blog item would not able to be created as expected.
This issue was caused by a issue with the new version of the web server software that has now been fixed to allow new news/blog items to be created.

Functionality Affected: News Item Form content managed web page area
Impact: Normal

TOTECS Platform Release 18.01

New Features


TOT-4290 - Send out email notification when daily overall project server traffic amount exceeds a specified threshold

There is now the ability to send out a notification email when the overall daily amount of server traffic across a project's websites exceeds a specified number of dynamic server requests. This allows administrators of a project to be aware when a larger amount of traffic is accessing their websites. This then allows administrators to then check that the traffic they are receiving is expected, or if not raise awareness of the unwanted traffic.

Within the Administration Centre, under the Stores menu, within the General store settings interface a new setting has been added labelled "Send Email Notification Server Traffic Exceeds Daily Request Count". For the setting if it is set to a positive number, then each night a check will be made to see if the total number of dynamic server requests made across the project's websites for the previous day exceeds the number specified. If number of requests exceeds the threshold then an notification email advising of the larger amount of traffic will be sent to the email address set within the Organisation settings tab, in the Admin Email setting.

Functionality Affected:  General Stores Settings administration centre interface
Impact: Normal


Improvements


TOT-4199 - Format hooks to allow users to update the name and description of baskets within a Basket Selection content managed webpage area

On a content managed web page containing a Basket Selection content managed web page area, for each basket record displayed within the area, there is now the ability to update the name or description of each basket listed. The capability is only available if the user is set as a sales representative, and they are assigned to a facility permission role that has the "View All Customer Accounts" or "View Sales Representative Briefcase section" permissions set to allow, and the user created the basket.

Within the Basket Selection content managed web page area, the Basket Selection Record area format the following format hooks have been added to allow a user to update the name, and/or description of a basket:

  • update_basket_detail_onclick: javascript function that calls for the details of the basket to be updated.
  • basket_record_name_input_id: ID of the HTML element that is a textbox input containing the name of the basket,displays allowing it be updated. Place inside the ID attribute of a text form input.
  • basket_record_description_input_id: ID of the HTML element that is a textbox input containing the name of the basket,displays allowing it be updated. Place inside the ID attribute of a textarea or textbox form input.
  • basket_record_allow_update_basket: Indicates if the user is allowed to change the details of the basket. Displays either Y or N

Functionality Affected:  Basket Selection content managed web page area
Impact: Normal


TOT-4272 - Show list of most project server requests by IP address or user Login ID within the Project Traffic Statistics Admin Centre interface

Within the Administration Centre, from the Statistics menu, within the Project Traffic Statistics interface, under the Monthly Project Traffic section, after the traffic has loaded in the section, a buttons labelled "View Most Requests By IP Address" now appears. When clicked on it will show a dialog and load statistics showing the top 500 most requests made by public IP address for the specified month. This can then be used to determine if the traffic is coming from legitimate users or not, or see where traffic is originating the most from. For each statistics record it will display the public IP address where the traffic originated, the total number of requests coming from the IP address, and a button labelled "Find Geographic Location". If the button is clicked on then it will open a browser tab to an external website that can look up the IP address and attempt to report the geographic location that is tied to the IP address. This may provide more information of the originator of the requester. Note IP addresses can be re-used and geographic location reported may not be true location of the requester.

Additionally within the Monthly Project Traffic section, after the traffic has loaded in the section, a buttons labelled "View Most Requests By User" now appears. When clicked on it will show a dialog and load statistics showing the most requests made by user Login ID for the specified month. This can then be used to determine the guest and logged in users who are generating the most server requests. For each statistics record it will display the user's Login ID, the total number of requests made by the user.

In both dialogs the statistics will be filtered based on the previous monthly search made. For example if requests have been filtered by a specific search engine, then the IP addresses reported will only show that match the search engine specified.

Functionality Affected:  Project Traffic Statistics administration centre interface
Impact: Normal


TOT-4285 - User Password, Login ID and Security Answer form field validation messages after key press within User Registration and User Details/Favourites/Orders content managed webpage areas

On a content managed web page that contains either User Registration area, when a user types values in the User Password, Login ID and Security Answer form fields, or within User Details/Favourites/Orders area enters a value in the New User Password and Security Answer form fields, there is now the ability to show to the user messaging or tailored content if the form fields do/do not pass the required form validation.

For passwords it can show if the password strength being entered is strong or not enough and contains the required length, numeric, special, upper and lower case characters, as controlled within the Administration Centre's User Settings. For Login ID and Security Answer form fields validation messages/content can be shown that the minimum number of characters has been entered. This additional form validation shown to the user can make it is easier for the user to understand the values required to be entered before submitting the form.

Within the User Registration content managed web page area's User Registration Form format the following hooks have been added:

  • password_new_validation_strength_element_id: ID of the HTML element that displays the current strength of the new password being entered. Set hook within the ID attribute of an element that has its class updated to show the current strength.
  • password_new_validation_strength_class_name: Initial class name to indicate the password strength of the new password field value being set.
  • password_new_char_count_valid_element_id: ID of the HTML element that indicates if the new password being set has minimum number of characters. Set hook within the ID attribute of an element that has its class updated to show if the password has the required length.
  • password_new_char_count_min_length: Number that indicates the minimum number of characters required to be set for the new password.
  • password_new_char_count_valid_class_name: Initial class name to indicate if the new password has the minimum number of characters in the new password.
  • password_new_number_char_count_valid_element_id: ID of the HTML element that indicates if the new password being set has minimum number of numeric characters within it. Set hook within the ID attribute of an element that has its class updated to show if the password has the required numeric characters.
  • password_new_number_char_count_min_length: Number that indicates the minimum number of numeric characters required to be set for the new password.
  • password_new_number_char_count_valid_class_name: Initial class name to indicate if the new password has the minimum number of numeric characters in the new password.
  • password_new_special_char_count_valid_element_id: ID of the HTML element that indicates if the new password being set has minimum number of special characters within it. Set hook within the ID attribute of an element that has its class updated to show if the password has the required special characters.
  • password_new_special_char_count_min_length: Number that indicates the minimum number of special characters required to be set for the new password.
  • password_new_special_char_count_valid_class_name: Initial class name to indicate if the new password has the minimum number of special characters in the new password.
  • password_new_upper_case_char_count_valid_element_id: ID of the HTML element that indicates if the new password being set has minimum number of upper case characters within it. Set hook within the ID attribute of an element that has its class updated to show if the password has the required upper case characters.
  • password_new_upper_case_char_count_min_length: Number that indicates the minimum number of upper case characters required to be set for the new password.
  • password_new_upper_case_char_count_valid_class_name: Initial class name to indicate if the new password has the minimum number of upper case characters in the new password.
  • password_new_lower_case_char_count_valid_element_id: ID of the HTML element that indicates if the new password being set has minimum number of lower case characters within it. Set hook within the ID attribute of an element that has its class updated to show if the password has the required lower case characters.
  • password_new_lower_case_char_count_min_length: Number that indicates the minimum number of lower case characters required to be set for the new password.
  • password_new_lower_case_char_count_valid_class_name: Initial class name to indicate if the new password has the minimum number of lower case characters in the new password.
  • security_answer_char_count_valid_element_id: ID of the HTML element that indicates if the new security answer being set has minimum number of characters set. Set hook within the ID attribute of an element that has its class updated to show if the new security answer has the required number of characters.
  • security_answer_char_count_min_length: Number that indicates the minimum number of characters required to be set for the new security answer.
  • security_answer_char_count_valid_class_name: Initial class name to indicate if the new security answer has the minimum number of characters required.
Similar hooks have been added within User Details/Favourites/Orders content managed web page area's User Detail Form format that allow password and security answer validation to be embed.

Functionality Affected:  User Registration and User Details/Favourites/Orders content managed web page areas
Impact: Normal


TOT-4287 - Product pack pricing format hooks always display pack pricing within the Product Detail content managed web page area

On a content managed web page area containing a Product Detail area, if the area is displaying a product that contains a pack quantity greater than 1, then currently if the project's "Show Total Pack Price For Products" setting is set to OFF, then within the area's pack pricing format hooks will now always display the product's individual pack pricing.
This ensures that the setting has no bearing of pack pricing behaviour displayed in Product Search Results Listing, Category Listing, and other product listing areas for pack pricing displayed in Product Detail areas.

Functionality Affected:  Product Detail content managed webpage area
Impact: Normal


TOT-4288 - Upgrade Jquery library to version 3.7.1 for Image Viewer and Bulk File Uploader within the Administration Centre interface

On a content managed web page containing a Product Detail area that uses the Image Viewer, or within the Administration Centre, within the Product Images Import, Category Images Import, and Website Library Detail interfaces, for the image viewer and file uploader components, they both depend on using the Jquery library. The version of this library has been updated to version 3.7.1, that provides additional security and latest browser support, whilst dropping outdated browser support, as documented by Jquery in its version history.

Functionality Affected:  Product Detail content managed webpage area, Image viewer, Product Images Import, Category Images Import, and Website Library Detail administration centre interfaces
Impact: Normal


TOT-4289 - 2 Factor Authentication for users updating details, password or security question within the User Details/Favourites/Orders content managed web page area

After a user has logged into a content managed website, within a webpage containing a User Details/Favourites/Orders area, if a user wants to update their details, password, or security question and answer, there is the ability to force the user to verify that they are legitimate by sending a verification code to the email address associated to their user account. Once the verification code has been obtained from the email, then there is the ability to type the verification code back into the area, that allows the details, password or security question and answer to be updated if the correct verification code has been given. This protects against a security vulnerability, where if the user's session has been taken by a bad actor, the bad actor does not have the ability to change the user's password or security questions to lock out the legitimate user from logging in, unless the bad actor also has access to the email account as well. Note this 2 factor authentication is only be applicable if the user has email address set against their user account.

Within the Administration Centre, under the Users menu within the User Permissions interface, when viewing a Facility Permission Role, a new permission named "Use 2 Factor Authentication For User Details/Password Change" has been added. If set to Allow then any users assigned to the facility role will be required to send a verification code to their email address, if they try to update their user details, password, or security question and answer. By default this setting is set to Deny.

Within the User Details/Favourites/Orders content managed web page area, the User Detail format has had additional format hooks added to it to allow a Verification Code section to be added in 3 places for the Change User Details, Change Password, and Change Security Question and Answers features. Included in these verification hooks is the ability to hide or show the verification code sections based on if the user has permission to use 2 factor authentication. It also includes hooks that can be used to embed a button to trigger a User Verification Code to be emailed, then a textbox input hook where the verification code can be entered. A new format has been added to the area labelled "User 2 Factor Verification Code Email" that allows the User Verification Code email to have its message contents customised.

It is important to have the User Detail and User 2 Factor Verification Code Email formats correctly configured within the User Details/Favourites/Orders content managed web page area before turning on the "Use 2 Factor Authentication For User Details/Password Change" facility role permission, otherwise users won't have the ability to send out a verification code, or enter the code to allow their details to be updated.

Within the User Details content managed web page area format has had the following format hooks added:

  • user_detail_verification_code_input: HTML element that displays a textbox input used to provide a verification code needed to update user details
  • user_detail_send_verification_code_onclick: javascript function to trigger sending a verification code that confirms the user and is used to update the user details.
  • user_detail_save_element_id: ID of the HTML element to set within the ID attribute of an element used to hide or show elements to trigger updating the user details.
  • user_detail_save_class_name: Name of the css class that controls if elements that show or not to update user details can be saved or not. Displays either user_detail_save_Y or user_detail_save_Y
  • user_detail_show_verification_code_show: Displays either Y or N, based on if the user is required to send and input a verification code before being able to update user details.
  • password_new_verification_code_input: HTML element that displays a textbox input used to provide a verification code needed to change the user password.
  • password_new_send_verification_code_onclick: javascript function to trigger sending a verification code that confirms the user and is used to change the user password.
  • password_new_save_element_id: ID of the HTML element to set within the ID attribute of an element used to hide or show elements to trigger changing the user password.
  • password_new_save_class_name: Name of the css class that controls if elements that show or not to change the user password. Displays either user_detail_save_Y or user_detail_save_Y'
  • password_new_verification_code_show: Displays either Y or N, based on if the user is required to send and input a verification code before being able to change the user password.
  • security_answer_verification_code_input: HTML element that displays a textbox input used to provide a verification code needed to change the user security question and answer.
  • security_answer_send_verification_code_onclick: javascript function to trigger sending a verification code that confirms the user and is used to change the security question and answer.
  • security_answer_save_element_id: ID of the HTML element to set within the ID attribute of an element used to hide or show elements to trigger changing the security question and answer.
  • security_answer_save_class_name: Name of the css class that controls if elements that show or not to change the security question and answer. Displays either user_detail_save_Y or user_detail_save_Y.
  • security_answer_show_verification_code_show: Displays either Y or N, based on if the user is required to send and input a verification code before being able to change the security question and answer.
Within the User 2 Factor Verification Code Email format has had the following format hooks added:
  • user_verification_code: Verification Code that allows the user authorise changes to their user account.
  • website_domain', 'Protocol and domain of the website where the user verification code was triggered to be sent from.

Functionality Affected:  User Details/Favourites/Orders content managed webpage area
Impact: Normal


Bug Fixes


TOT-4281 - Website domain of content managed website incorrectly being replaced with [INVALID_FORM_VAR] within News/Blog Item Body field when Update button in Website Details administration centre interface is clicked on

After a user logged into the Administration Centre, then clicked on the Websites menu button, then the Websites menu item, within the Websites interface if they clicked on the domain of a content managed website, then within the Website Details interface if they clicked the Update Site button, it would incorrectly replace the domain of the website with [INVALID FORM VAR], instead of correctly replacing with the currency domain saved for the website.
Now within the Website Details interface if they click the Update Site button, it will now correctly replace the domain of the website with the latest domain saved for the website. This issue was caused by a programming error back in TOT-3594.

Functionality Affected: Website Detail administration centre interface
Impact: Normal


TOT-4286 - Settings fail to reload after being changed within the Area Settings dialog of the Enquiry Form content managed web page area within the Web Page Editor administration centre interface

After a user logged into the Administration Centre, clicked on the Websites menu button, then clicked the Websites menu item, from within the Websites interface, if they right clicked on a web page that contained an Enquiry Form area, then within the Web Page Editor, if the area's name is clicked to view its Settings dialog. If a enquiry form element is added, or its ordering is changed, the area settings failed to update. Additionally, when attempting to edit an enquiry form element and press update, the popup showed a processing message and did not close. Additionally javascript console errors appeared when changes were made. Note that all the changes can be seen when the popup is reopened.
Now within the Web Page Editor, if the area's name is clicked to view its Settings dialog. If a enquiry form element is added, edited, removed, ordering changed, or the enquiry form is renamed, the area settings window will correctly reload to show the updated settings. This issue was introduced when the Web Page Editor's All Areas administration centre interface was changed to load over the secure Administration Centre domain.

Functionality Affected: Enquriy Form content managed web page editor
Impact: Minor

TOTECS Platform Release 18.00

Improvements


TOT-4175 - Display total discount deal price amounts on Basket Product Listing, Basket Summary, Order Checkout/Submission, and Guest Order Checkout Submission content managed web page areas

On a content managed web page that displays Basket Product Listing, Basket Summary, Order Checkout/Submission, Guest Order Checkout/Submission, Pending Order Review and Order Print Form areas, there is now the ability to show the total amount of the deal discount pricing that is being saved on the user's basket/order. This can also be set up within the Order Confirmation Notification Email. This price saving/discount amount calculated by totaling the sum of product deal discounts against the original price for each product in the basket/order.
In each of these areas format hooks has been added that allow the discount price to show excluding tax, including tax. Additionally a format hooks have been added to indicate if the total discount price should hide or show based on if the total discount amount is greater than 0. The following hooks have been added to the area formats:

Basket Summary Webpage Area Format Hooks:

  • cart_TotalEx_saved: Total price amount of the basket excluding taxes that has been saved, through deals applied to the products in the basket.
  • cart_TotalTax_saved: Total tax price amount of the basket that has been saved, through deals applied to the products in the basket.
  • cart_TotalInc_saved: Total price amount of the basket including taxes that has been saved, through deals applied to the products in the basket.
  • cart_TotalPrice_saved: Total price amount (excluding or including taxes based on user''s price format setting) of the basket that has been saved, through deals applied to the products in the basket.
  • cart_total_has_savings_applied_class_name: displays either the styling class name basket_has_price_savings or basket_has_no_price_savings, based on if the basket contains deal applied causing total basket price savings.
  • cart_total_has_savings_applied_element_id: Set within the ID attribute of an element to allow its class name to be updated when the basket contains deal applied causing total basket price savings. Use with the cart_view_has_savings_applied_class_name hook.
  • cart_TotalEx_saved_ProjectCurrency: Total price amount of the basket excluding taxes that has been saved, through deals applied to the products in the basket. Price is in the currency set for the project.
  • cart_TotalTax_saved_ProjectCurrency: Total tax price amount of the basket that has been saved, through deals applied to the products in the basket. Price is in the currency set for the project.
  • cart_TotalInc_saved_ProjectCurrency: Total price amount of the basket including taxes that has been saved, through deals applied to the products in the basket. Price is in the currency set for the project.
  • cart_TotalPrice_saved_ProjectCurrency: Total price amount (excluding or including taxes based on user''s price format setting) of the basket that has been saved, through deals applied to the products in the basket. Price is in the currency set for the project.

Basket Header and Basket Products Footer Webpage Area Format Hooks:

  • cart_view_TotalExSaved: Total price amount of the basket excluding taxes that has been saved, through deals applied to the products in the basket.
  • cart_view_TotalTaxSaved', 'Total tax price amount of the basket that has been saved, through deals applied to the products in the basket.
  • cart_view_TotalIncSaved: Total price amount of the basket including taxes that has been saved, through deals applied to the products in the basket.
  • cart_view_TotalPriceSaved: Total price amount (excluding or including taxes based on user''s price format setting) of the basket that has been saved, through deals applied to the products in the basket.
  • cart_view_has_savings_applied_class_name: displays either the styling class name basket_has_price_savings or basket_has_no_price_savings, based on if the basket contains deal applied causing total basket price savings.
  • cart_view_has_savings_applied_element_id: Set within the ID attribute of an element to allow its class name to be updated when the basket contains deal applied causing total basket price savings. Use with the cart_view_has_savings_applied_class_name hook.
  • cart_view_TotalEx_saved_ProjectCurrency: Total price amount of the basket excluding taxes that has been saved, through deals applied to the products in the basket. Price is in the currency set for the project.
  • cart_view_TotalTax_saved_ProjectCurrency: Total tax price amount of the basket that has been saved, through deals applied to the products in the basket. Price is in the currency set for the project.
  • cart_view_TotalInc_saved_ProjectCurrency: Total price amount of the basket including taxes that has been saved, through deals applied to the products in the basket. Price is in the currency set for the project.
  • cart_view_TotalPrice_saved_ProjectCurrency: Total price amount (excluding or including taxes based on user''s price format setting) of the basket that has been saved, through deals applied to the products in the basket. Price is in the currency set for the project.

Order Review, Pending Order Detail and Order Print Detail Webpage Area Format Hooks:

  • _PO_TotalExSaved: Total price amount of the order excluding taxes that has been saved, through deals applied to the products in the order.
  • _PO_TotalTaxSaved: Total tax price amount of the order that has been saved, through deals applied to the products in the order.
  • _PO_TotalIncSaved: Total price amount of the order including taxes that has been saved, through deals applied to the products in the order.
  • _PO_TotalSaved_is_greater_zero: Displays either Y or N. If Y then the amount of deal discounts applied to the order is greater than 0
  • _PO_TotalExSaved_decimal: Total price amount of the order excluding taxes that has been saved, through deals applied to the products in the basket. Price always displays as a decimal number.
  • _PO_TotalTaxSaved_decimal: Total tax price amount of the order that has been saved, through deals applied to the products in the basket. Price always displays as a decimal number.
  • _PO_TotalIncSaved_decimal: Total price amount of the order including taxes that has been saved, through deals applied to the products in the basket. Price always displays as a decimal number.
  • _PO_currency_local_TotalEx_saved: Total price amount of the order excluding taxes that has been saved, through deals applied to the products in the order. Price is calculated in the currency set for the user.
  • _PO_currency_local_TotalTax_saved: Total tax price amount of the order that has been saved, through deals applied to the products in the order. Price is calculated in the currency set for the user.
  • _PO_currency_local_TotalInc_saved: Total price amount of the order including taxes that has been saved, through deals applied to the products in the order. Price is calculated in the currency set for the user.

Order Submission Success, Order Submission Failure and Order Submission Pending Webpage Area Format Hooks:

  • order_total_ex_saved: Total price amount of the order excluding taxes that has been saved, through deals applied to the products in the order.
  • order_total_tax_saved: Total tax price amount of the order that has been saved, through deals applied to the products in the order.
  • order_total_inc_saved: Total price amount of the order including taxes that has been saved, through deals applied to the products in the order.
  • order_total_saved_is_greater_zero: Displays either Y or N. If Y then the amount of deal discounts applied to the order is greater than 0

Within the Administration Centre, under the Stores menu, within the Order Settings interface, for the Order Confirmation Email Order Detail Format setting, the following format hooks have been added:

  • order_price_total_inc_tax_saved: Total price amount saved/discounted by due to deals applied across all products in the order, inclusive of all taxes.
  • order_price_total_ex_tax_saved: Total price amount saved/discounted by due to deals applied across all products in the order, exclusive of all taxes.
  • order_price_total_tax_saved: Total tax price amount saved/discounted by due to deals applied across all products in the order.
  • order_price_total_saved_is_greater_zero: Either Y or N, if Y then indicates that a price amount has been saved/discounted due to deals applied across all products in the order.

 


Functionality Affected: Basket Product Listing, Basket Summary, Order Checkout/Submission, Guest Order Checkout/Submission, Pending Order Review and Order Print Form content managed web page areas
Impact: Normal

 

 

 


TOT-4193 - Drop downs to control sorting of products within the Basket Products Listing content managed web page area

On a content managed webpage containing a Basket Products Listing area, within its header and footer formats 2 additional hooks have been added that can display drop downs, allowing the user to select the product field that they can sort the products by in their basket, as well as the direction that the products sorted by. Within the area's Basket Header and Basket Products Footer formats the 2 format hooks have been added:

  • basket_products_sort_dropdown: Drop down element that changes the field that products are sorted by
  • basket_products_sort_direction_dropdown: Drop down element that changes the direction that products are sorted by.

The default values of the these drop downs is controlled within the Administration Centre, under the Stores menu, within the Basket Settings interface, the Column To Order Basket Products setting controls the product Sorting Field drop down, and the Direction To Order Basket Products setting controls the direction that products are sorted by. Note that these same settings apply to all Basket Product Listing areas.
Functionality Affected: Basket Products Listing content managed web page area
Impact: Normal

 

 


TOT-4198 - Format hooks to filter order list by account based orders and date range within the User Details/Favourites/Orders content managed web page area

On a content managed web page containing a User Details/Favourites/Orders content managed web page area, if the area is displaying a list of historic orders previously submitted, there is now the ability to embedded form inputs to filter the orders that display, based on date range, or for orders submitted against the user's assigned account instead of orders submitted by the user (only allowed for sales representative users). Additionally it also now supports pagination to allow the historic order listing to load faster. By default the area will display a maximum of 50 records, but can be changed to display 10, 25, 50 or 100 records per page. Note that existing areas will need to have the area formats modified to allow users to see the pagination options.

Within the User Details/Favourites/Orders content managed web page area, for the Historic Order Products Header and Historic Order Products Footer formats the following hooks can now be embedded to allow for pagination, date filtering, and filtering for orders based on a sales representative users active account:

  • order_listing_records_count: The total number of historic orders that were found.
  • order_listing_filter_year_drop_down: Anchor tag to click through to the first page of the historic order list.
  • order_listing_filter_month_drop_down: Anchor tag to click through to the last page of the historic order list.
  • order_listing_show_assigned_orders_by_drop_down: Anchor tag to click through to the first page of the historic order list.
  • order_listing_page_number: Number of the page currently showing historic order list.
  • order_listing_page_list: List of page numbers allowing the user to paginate between pages of historic order records.
  • order_listing_next_page_class: Suffix CSS class text that specifies if the user can paginate forward any further
  • order_listing_prev_page_class: Suffix CSS class text that specifies if the user can paginate backwards any further
  • order_listing_next_page_anchor: Anchor element that allows the user to paginate to the next page of historic orders
  • order_listing_prev_page_anchor: Anchor element that allows the user to paginate to the previous page of historic orders
  • order_listing_records_per_page_dropdown: Drop down that allows the user to change the amount of historic orders displayed per page.


Functionality Affected: User Details/Favourites/Orders content managed web page area
Impact: Normal

 

 


TOT-4233 - Display product Brand and Supplier and fields within a Basket Product Listing content managed web page area

On a content managed web page containing a Basket Product Listing area 2 new format hooks have been added to the Basket Product Record format to be able to display the Brand and Supplier fields stored for each product listed in the area. The new format hooks for the Basket Product Record area format are:

  • _B_Brand: Name of the brand set against the product that is in the basket.
  • _B_Supplier: Name of the supplier who is the primary supplier of the product that is in the basket.


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

 

 


TOT-4234 - Copy products from user's guest basket to their initial active basket when a user logs in

On a content managed website, if a guest user adds products to their basket then decides to login, After they have successfully logged in there now the ability to copy the products from their guest basket, into their current active basket. The products being copied across from the guest basket will only be added to the user's current basket if they are not a Sales Representative user, and the user has permission to add the guest basket products to their active basket. and the products can be re-priced.

A project setting has been created that controls if products should be added from the guest basket across to a user's basket at login. Note that this may cause logins to take longer to load, especially if the user has many products in their basket that need to be copied across to their active basket. Also note that any deals applied to products in the guest basket, will be not be applied when the products are copied to the user's active basket.

Within the Administration Centre, under the Stores menu, within the Basket Settings interface, a setting labelled "Copy Products From Guest Basket On Login". If set to Yes then allows a non-sales representative user to have any products in their guest basket copied into their active basket during login. Else if this setting is set to No then copying process will be ignored.

Functionality Affected: User Login
Impact: Normal

 


TOT-4243 - Support for Google Analytics 4 reporting within Order Checkout/Submission and Guest Order Checkout/Submission content managed web page areas

On a content managed web page that displays either an Order Checkout/Submission, or Guest Order Checkout/Submission area, if the the area has reporting turned on to send confirmed orders to Google's Analytics service through its Google Tag Manager service, the order data now provided conforms to the Google Analytics 4 service's Ecommerce "purchase" transaction type.

This change drops support for ordering data conforming to the Universal Analytics service since Google is no longer provides support for its Universal Analytics service. For the order data to correctly be handled within Google Tag Manager, the tag that is handling the transferring the data needs to have its Tag Type set to "Google Analytics: GA4 Event" and the tag will need to have its Configuration Tag setting linked to another tag that has its Tag Type set to "Google Analytics: GA4 Configuration". The "Google Analytics: GA4 Configuration" tag will need to have its Measurment ID property set to the Google Analytics 4 account's Data Stream for where the order statistics are to be logged against.

Functionality Affected: Order Checkout/Submission, or Guest Order Checkout/Submission content managed web page areas
Impact: Normal

 


TOT-4246 - Customise labels of credit card types displayed within credit card payment forms within Order Checkout/Submission and Customer Account Invoice Payment Form content managed web page areas

On a content managed web page that contains either Order Checkout/Submission, Guest Order Checkout/Submission or Customer Account Invoice Payment Form areas, when a credit card payment form is displayed within the areas, within the Credit Card Types drop down, for each of the card type option the option labels are now able to be able to be customised. Additionally within the Administration Centre, under the Stores menu, within the Payments interface, in the Make A Payment tab, for the Credit Card Type drop down, the labels of the card options can also customised with the same label settings.

Within the Administration Centre, under the Stores menu, within the Payment Settings interface, under the Credit Card section, the following 3 settings have been added to control labels of the support card types:

  • Credit Card Type Label - American Express
  • Credit Card Type Label - Mastercard
  • Credit Card Type Label - Visa

These 3 settings are used across all credit card payment forms for a single project within the TOTECS Ecommerce platform to customise the labelling of each card type.

Functionality Affected: Order Checkout/Submission, Guest Order Checkout/Submission, Customer Account Invoice Payment Form content managed web page areas
Impact: Minor

 

 


TOT-4254 - Add User Search Rule to find users with products now back in stock in a given number of hours, are assigned to a specified marketing category, and have products with a stock quantity over a given amount

Within the Administration Centre, a new user search rule has been added that can find active users assigned to specified subscription category, that have products in their favourites list that are back in stock within a given number of hours, and have products with a stock quantity over/below/equal to/not equal to a given amount.

After a user logs into the Administration Centre, after clicking on the Users menu button, then the Search Users menu item, within the Search Users interface, under the Advanced Search section, in the Search Category drop down selecting the Marketing option, then within the Search Rule drop down a new rule has been added labelled "Select active users assigned to subscription category name equal to %value1% with favourite products back in stock in last %value2% hours with stock quantity %equaling% %value3%". The search needs to have the following inputs set:

  1. Value1 textbox needs to have the exact name of the User Subscription Category that is to be match on, that targets the users assigned to the specified category
  2. Value2 textbox needs to have number defining the maximum number of hours back to find products that have had a "Stock Available Since Date" store a date within that matches within the hours set.
  3. Value3 textbox needs to have a number indicate the product Stock quantity to compare against and match onEqualing drop down needs to be set to a value that is used to control how the value of product Stock value should be compared against the value 3 given.

Once all these values have been set then the rule can be used to find users assigned to the specified User Subscription Category that have products in their favourites that have the Stock amount required, and the Stock Available Since Date set to a date that fits with the number of hours aloud. This can be used within both the Search Users interface, as well as using the rule for Marketing User Groups. This in turn can target users to receiving back-in-stock email notifications using the existing Emedia Emails marketing feature.

Functionality Affected:  Seach Users administration centre interface
Impact: Minor

 

 


TOT-4256 - Create hooks in Order Confirmation Email Order Detail Format setting that display Location ID, Code and Name in Order Confirmation Notification Emails

When an order is submitted from within a content managed website or Trade interface and a Order Confirmation Notification email is sent out, or if the email sent out by an administrator users from within the Orders Administration Centre interface, there is now the ability to include the order's assigned location's name and code within the notification email's attached content.

Within the Administration Centre, from the Stores menu, within the Order Store Settings interface, for the Order Confirmation Email Order Detail Format, it now defines the following hooks that can embed different information about the location assigned to the order:

  • order_location_id: Unique ID of the location assigned to the order. If no location is assigned to the order then the ID will be empty.
  • order_location_code: Code of the location assigned to the order, that allows it to be identified by humans. If no location is assigned to the order then the code will display null.
  • order_location_name: Name of the location assigned to the order. If no location is assigned to the order then the name will display null.
  • order_location_display: CSS styling rule that indicates if location data should display, based on if a location is assigned to an order or not. If no warehouse is assigned then this will output display: none


Functionality Affected:  Order Confirmation Notification email
Impact: Normal

 

 


TOT-4261 - Copy across customer account pricing to parent combination products when Automatically Calculate Combination Product Prices is turned on and runs

Within the Administration Centre, under the Inventory menu, within the Product Settings interface, if the "Automatically Calculate Combination Product Prices" setting is set to Yes, then when a Product Pricing Connector or Text File data import is run, there is now the ability to additionally copy across customer account pricing of default products in a combination to active and visible parent combination products for unit pricing. Additionally before copying it will delete all existing customer account pricing previously assigned to a combination product, to ensure that account pricing no longer relevant is not be stored, such as for contracts or promotions.

This ensures that if the default child product receives account pricing, that the parent also does, avoid mismatches in pricing, such as when viewed in product detail or listing areas.

Note that this change means that if the "Automatically Calculate Combination Product Prices" setting is set to Yes and parent combination products had customer account pricing set against the products already, then this pricing would get deleted and the child product's account pricing would overwrite it.

Functionality Affected:  Product Pricing Connector Text File data imports
Impact: Normal

 


TOT-4263 - Upgrade Websites and Web Page Editor Administration Centre interfaces to https

Within the Administration Centre, under the Websites menu, within the Websites interface, it now is able to load over a https connection, as well as from within the Websites interface. Upon clicking on a webpage, the Web Page Editor now also loads over a https connection. This ensures that all traffic to and from the servers is sent over secure connections, and avoids issues with web browsers incorrectly not handling loading insecure web pages.

Functionality Affected:  Administration Centre
Impact: Normal

 


TOT-4266 - Block scrapers that identify as thesis-research-bot. fidget-spinner-bot, Bytespider, my-tiny-bot, DataForSeoBot and AwarioSmartBot

Website traffic has been blocked from allowing requests from scrapers who identify with the following user-agents: "thesis-research-bot". "fidget-spinner-bot", "Bytespider", "my-tiny-bot" or "DataForSeoBot"

Functionality Affected:  Content Managed Website Block List
Impact: Normal

 


TOT-4269 - Product Deals and Vouchers deal offers to buy over product quantity X and get price at Y percent off price level Z price, and buy quantity X and get price at Y percent off price level Z price

Within the Product Deals and Vouchers feature 2 new deal offer types have been added that allow a product's price to be discounted based on ordering a certain quantity, and applying a percentage discount from a specific price-level price.

Within the Administration Centre, under the Marketing section, within the Product Deals and Vouchers interface, in the Offer drop down the 2 new offer types have been added:

Buy Product Quantity X For Y Percent Off Price Price Level Z
The offer type applies when a specific product quantity has been ordered, and its price will be set based on discounting a specific price-level price by a given percentage. Ie. "buy 5 of a product, and get 25% off the wholesale price"

Buy Over Product Quantity X For Y Percent Off Price Level Z
The offer type applies when more than a specific product quantity has been ordered, and its price will be set based on discounting a specific price-level price by a given percentage. Ie. "buy over 5 of a product, and get 25% off the wholesale price"

Once product deals have been set up with these offer types, then it may allow users to redeem these deals for the applicable products assigned to the deal. Note that if after the percentage discount of the specified price-level price is higher than the product price a user normally receives, then the deal with be ignored from being applied, since no valid discount is applicable.

Functionality Affected:  Product Deals and Vouchers administration centre interface
Impact: Normal

 


TOT-4271 - Content managed webpage javascript API function to reload Related Products Listing, Category Crumbs, and Product Detail web page areas

Within any content managed webpage the javascript API has been modified to allow external javascript files to trigger web page area events to fire, allowing areas to update at chosen times, initially supporting area types Product Details, Related Product Listing, and Category Crumbs to be reloaded with updated product data. Within the content managed webpage javascript API a new function has been added called: TOTECS.retail.fs.triggerWebPageAreaEvent(triggerAreaEventType, webpageAreaID, argument1);

The function takes 3 arguments, these are:

  • triggerAreaEventType: ID of the web page area event to trigger. The TOTECS.retail.fs.WEBPAGE_AREA_TRIGGER_EVENT_TYPES stores the following: RELOAD_RELATED_PRODUCT_LISTING - 1 to reload a Related Products Listing area, RELOAD_CATEGORY_CRUMB - 2 to reload a Category Crumbs area, RELOAD_PRODUCT_DETAIL - 3 to reload a Product Detail area.
  • webpageAreaID: ID of the web page area to specifically trigger an event against. If set to null then any area's listening to the event type will be triggered. By default this argument is not looked, and may be used in the future.
  • argument1: The first argument to pass when triggering the web page area event. This value's purpose will change based on event triggered. For the first 3 trigger event types this argument needs to contain the product code of the product that is to have it's data updated in the areas being reloaded.


Functionality Affected:  content managed webpage javascript API
Impact: Normal

 

 


TOT-4276 - Rate limit the amount of time users can attempt to login or use Forgot Password within an allowed time frame

From within the Administration Centre Login page, or from a content managed webpage that contains a User Login area, if a user attempts to login, within the Login server more restrictive limits have been put in place to limit the number of failed login attempts that a user is allowed to make within the a specified time frame. By default a user is limited to only being able to attempt to login 20 times within the last 15 minutes. If the user then attempts to login after 20 attempts have been made then they will automatically receive a failed response. This automatic failed response will occur until less than 20 attempts have been made in the last 15 minutes.

Within the User Login area, if the user tries to use the Forgot Password feature, additional limits have been put place to only allow a user's security question to be attempted to be obtained 20 times within a 24 hour period. If more attempts are made within a 24 hour period the error message "The maximum number of attempts to obtain security questions has been made. Please contact us if you have forgotten your login details." will automatically be returned. Additionally limits have been put in place to only allow up to 20 attempts to answer a user's security question within the last 15 minutes. If this limit is exceeded then the error message "The maximum number of attempts to answer the security question has been made. Please contact us to help with your login details." will automatically be returned.

These increased limits provide additional security measures that help make it more difficult for malicious actors to try and guess a user's login credentials, and take over the user's accounts.

Functionality Affected:  User Login, Forgot Password
Impact: Normal

 


TOT-4277 - Set global http response headers for all web pages within a content managed website

For each content managed website there now the ability to set HTTP response headers that are included in every response for each web page served against the website. This allow responses to be further customised, such as putting in headers for setting website security policies of its content, such as .Content-Security-Policy or Strict-Transport-Security headers to provide stricter security rules to help web browsers add additional security protections to users.

Within the Administration Centre, under the Websites menu, within the Websites interface, clicking on the website domain, within the Website Details interface, a setting labelled "Global Web Page HTTP Response Headers". In its text area each HTTP response header needs to be added on each row, with the header's name and value separated by a colon character. For example: "Strict-Transport-Security: "max-age=22236000; includeSubDomains" always"

Once the Update Site button is saved on, then when any web pages belonging to the website are requested, in the response headers will be included in the web page response.

Note that if any of the following response headers are provided they will ignored, since they may affect underlying platform responses:

  • Content-Type
  • Set-Cookie
  • Content-Encoding
  • Transfer-Encoding


Functionality Affected:  Website Details administration centre interface
Impact: Normal

 

 


TOT-4278 - Settings to control user password validation, and minimum character lengths for user Login IDs and Security Answers

When a user's password is being set or updated from either within a User Registration or User Details/Favourites/Orders area on a content managed webpage, or within the Administration Centre's Search Users and Create User interface, there are now settings that control how a user's Password, Login ID and Security Answer are validated. This includes controlling the allowed minimum character length for Login ID, Password, and Security Answer. Additionally there are settings to control how many special characters, upper case letters, and numbers are required to be in the password. Additionally for each User Registration Profile there are settings to control if the password validation should be enforced, as well the abiltiy to set a customisable message when the password validation fails, allowing a new user registering to be informed if they have not provided a strong enough password.

Within the Administration Centre, under the Users menu, within the General Settings interface the following settings have been added:

  • User Login ID Minimum Length: Set the minimum character length of a user's Login ID allowed when created via User Registration or saved within the Administration Centre.
  • User Password Minimum Length: Set the minimum character length of a user's password allowed when created via User Registration or saved within the Administration Centre.
  • User Password Minimum Numeric Characters Required: Set the minimum number of numeric characters required to be set in a user's password, when the password is being set via User Registration, or from within the Administration Centre.
  • User Password Minimum Special Characters Required: Set the minimum number of special characters required to be set in a user's password, when the password is being set via User Registration, or from within the Administration Centre. Special characters include: !@#$%^&*()
  • User Password Minimum Lower Case Characters Required: Set the minimum number of lower case letter characters required to be set in a user's password, when the password is being set via User Registration, or from within the Administration Centre.
  • User Password Minimum Upper Case Characters Required: Set the minimum number of upper case letter characters required to be set in a user's password, when the password is being set via User Registration, or from within the Administration Centre.
  • User Security Answer Minimum Length: Set the minimum character length of a user's answer to their security question allowed when created via User Registration or saved within the Administration Centre.

Within the Administration Centre, under the Users menu, within the User Registration Profiles interface, open clicking on the name of a profile, within the Profile Details interface, under the Mandatory Registration Fields section, the following settings have been added:

  1. Enforce Password Validation: If checked then when a user uses the profile to register, the password they set will be validated with the above password settings, otherwise the additional password validation will not be enforced. It's recommended to turn this on, unless an administrator user will change their password after immediately registering and the user is not initially active.
  2. Enforce Password Validation Error Message: Set the error message that the user sees if their password doesn't pass validation checks

Note that if user's are created via Customer Account Connector data imports and automatically have a password set, the password will not have validation checks performed.

Functionality Affected:  Search Users, Create User administration centre interface, User Registration, User Details/Favourites/Orders content managed web page area
Impact: Major

 

 


Bug Fixes


TOT-4210 - Default quantity input value not being increased by 1 for deal offer types over a given quantity for Product Deals Listing content managed web page areas

On content managed webpage containing a Product deal listing area "$product_basket_quantity_input$" hook outputted an incorrect quantity in quantity field for all the products where the deal offer was to buy over a given quantity. Now the "$product_basket_quantity_input$" hook will now correctly increment the quantity set for the deal by 1 when the deal is assigned to any of the below deal types:

  • Buy Over Product Quantity X For Price Y
  • Buy Over Product Quantity X For Y Percent Off Price
  • Buy Over Product Quantity X At Price Level Y
  • Buy Over X Product Quantity For Y Percent Off Freight Surcharge
  • Buy Over X Price Of Basket Total (Ex. Product Redeemed), Get Product For Price Y
  • Buy Over X Quantity Of Total Basket Products (Ex. Product Redeemed), Get Product For Price Y
  • Buy Over X Quantity Of Total Basket Products, Get Product For Price Y
  • Buy Over X Price Of Basket Total (Ex. Product Redeemed), Get Product For Y Percent Off Price
  • Buy Over X Price Of Basket Total (Ex. Product Redeemed), Get Product At Price Level Y
  • Buy Over X Quantity Of Total Basket Products (Ex. Product Redeemed), Get Product For Y Percent Off Price
  • Buy Over X Quantity Of Total Basket Products, Get Product For Y Percent Off Price
  • Buy Over X Price Of Total Basket Products (Before Discounts), Get Product For Y Percent Off Price
  • Buy Over X Price Of Total Basket Products (Before Discounts), Get Product For Price Y
  • Buy Over X Total Quantity Of Products In Deal, Get Product For Y Percent Off Price
  • Buy Over X Total Quantity Of Products In Deal, Get Product For Price Y
  • Buy Over X Quantity Of Products Belonging To The Same Parent Combination Product, Get Product For Y Percent Off Price
  • Buy Over X Quantity Of Products Belonging To The Same Parent Combination Product, Get Product For Price Y


Functionality Affected: Product Deal Listing cotnent managed web page area
Impact: Normal

 

 


TOT-4237 - Not all available products importing from an historic order into a user's basket within the User Details/Favourites/Orders content managed web page area

For a user logged into a content managed web page containing a User Details/Favourites/Orders area, if the area was displaying a list of historic orders, then if the Import Products button was clicked, not all active and available products may be imported into the order, even if the user has the ability to add these products to basket.
Now if the Import Products button is clicked, all active and available products will now be imported into the order. Previously some products were not being added to basket if non essential attribute data for each product in the order was missing.

Functionality Affected: User Details/Favourites/Orders content managed web page area
Impact: Normal

 


TOT-4240 - Products assigned to multiple categories of the same model not passing the correct quantity input value when adding to basket within the Model Product content managed web page area

On a content managed web page that contains a Model Product area, if the area was displaying a model that has the same product assigned to it across multiple different categories, then if the area's Product Search Record format was being displayed for each product record and contains the addProductQuantityField format hook to display the quantity input, the input incorrectly had the same element ID set for product records displayed multiple times.
Now the quantity input correctly has a different element ID set for product records displayed multiple times. This ensures that the correct quantity is passed to the server if multiple product records for the same product appear under different categories.

Functionality Affected: Model Product content managed web page area
Impact: Normal

 


TOT-4242 - Shopping list displaying incorrect number of available and visible products and sorting not working correctly within a Shopping List Products content managed web page area

After a user logs into a content managed website and navigates to a web page containing a Shopping List Products area. If the shopping list shown in area contained products in the shopping list that are not active or visible, then the counts within the ordering drop down incorrectly showed total number of products in the shopping list without factoring in the products that are allowed to be seen. Additionally if user selected to reorder a product within the list using the re-ordering drop down it was incorrectly positioning the product.
Now for each shopping list displayed the count of products will correctly not count products in the shopping list that are not active or visible. Additionally within the Shopping List Products area the shoppinglist_product_count format hook will also not include products in the shopping list that are not active or visible. The shoppinglist_product_ordering_options format hook will also now include the correct count of products to display as re-orderable options for each product.
Note that if an existing product is in a shopping list and becomes inactive or hidden, then a user changes the ordering of any existing products visible in the same shopping list, then if the existing product that is inactive or hidden becomes active or hidden, then its position will have changed to be at the bottom of the shopping list.

Functionality Affected: Shopping List Products content managed web page area
Impact: Minor

 


TOT-4245 - Area settings not being saved for Category Listing content managed web page area within Webpage Editor of Administration Centre

After a user logged into the administration Centre, clicked on the Websites menu button, then clicked on the Websites menu item, within the Websites interface. Upon right clicking on a content managed web page, and clicking on View All Areas context menu item, within the Web Page Editor, clicking on the name of a Category Listing area, within the Area Settings dialog, upon setting the following area settings and clicking on the Assign button to save the changes, upon closing and reopening the dialog the following area area settings were loading the previous saved values. When the area settings were being saved to the database, the previous settings values were not being cleared before saving the new settings
A fix has been made to correctly clear out the old settings values before saving the new settings values for the area's settings.

Functionality Affected: Category Listing content managed web page area
Impact: Normal

 


TOT-4247 - Users unable to to subscribe to emarketing after submitting email address within the Emedia Subscription Form content managed web page area

On a content managed webpage that contained a Emedia Subscription Form area, after the user typed their email address into the area's textbox and clicks on the submit button, a browser error alert box displayed within the message "Request has failed whilst trying to connect to the server, please try again later", and the user failed to have their email subscribed to receiving emarketing. This only occurred if the project is running on the TOTECS Ecommerce platform's Web Server Cluster 2.
Now after the user types their email address into the area's textbox and clicks on the submit button, the user correctly against becomes subscribed to receiving emarketing. This issue was caused by the the list of marketing categories not being correctly passed to the server. Note it was only occurring on TOTECS projects running on the platform's newer web servers that implement tighter URL character standards.

Functionality Affected: Emedia Subscription Form content managed web page area
Impact: Normal

 


TOT-4249 - Incorrect discount price amount being added to basket by sales representative users for child products that's not the first listed in the Product Combination content managed web page area

On a content managed web page that contained a Product Combination content managed web page area, if the area was displaying a list of child products for a parent combination product, and the area was configured to display the child products as a radio list, and the area is being viewed by a sales representative user, and the area was configured to use the Combination Product Option List Record format that had the $add_product_price_field$ or $add_product_price_discount_field$ hooks embedded within it to allow the sales rep user to optionally set a price for the product, then when a child product was added to basket that was not the first product listed in the area, using either the Quantity textbox or a button using the $add_product_basket_onclick$ hook in its onclick event attribute, then the incorrect price/discount amount was being set for the product in the basket using the price/discount amount set for first product in the list.
Now when using either the Quantity textbox or a button using the $add_product_basket_onclick$ hook in its onclick event attribute, then the correct price/discount amount is being set for the product in the basket using the price/discount amount set within the inputs of the child combination product record.

Functionality Affected: Product Combination content managed web page area
Impact: Normal

 


TOT-4250 - Webpage URL Routes linked to web page not being deleted when the page is deleted within the Within Websites Administration Centre interface

Within the Administration Centre, under the Websites menu, within the Websites interface, under a content managed website, within the Webpages tree node, if a content managed web page was deleted, it did not also delete the Webpage URL Routes that were linked to that webpage. Because of this these routes were still being checked for and used when a content managed web page was loaded, that may cause a blank content managed web page to display.
Now if a content managed web page is deleted, it now also deletes the Webpage URL Routes that are linked to that webpage. Additionally in the Web Page Routes dialog it will also now display all General routes, previously this was being ignored.

Functionality Affected: Websites Administration Centre interface
Impact: Normal

 


TOT-4251 - Order Notification Email failing to attach Order Details PDF file when a product contains an ampersand within its product code

Within the Administration Centre, under the Stores menu, within the Orders interface, for an order that has a product assigned to it containing an ampersand character within its code, when the user clicked on the Email button, then within the Send Order Email Notification dialog clicked on the Send Email button, then an error dialog displayed with the "The order email notification failed to send returned" and the notification still got sent out but without the email attachment's order details PDF file. This issue only occurred if within the Orders Store Settings interface the "Order Confirmation Email Order Detail Product Format" setting was using the order_product_set_field to embed the product code or barcode within an order line.
Now when the user clicks on the Email button, then within the Send Order Email Notification dialog clicks on the Send Email button, an error dialog no longer displays with the "The order email notification failed to send returned" and the order email notification correctly gets sent out but with the email attachment's order details PDF file. This issue was caused due to the "Order Confirmation Email Order Detail Product Format" setting using the order_product_set_field to embed the product code or barcode within an order line, and the product code or barcode not having the ampersand character correctly HTML encoded, that causes the HTML to PDF converter to fail due to not meeting strict HTML standards.

Functionality Affected: Order Notification Email
Impact: Normal

 


TOT-4255 - Removal of vulnerabilities within content managed websites and Trade interface

Within content managed websites and the Trade interface there were cross-site scripting vulnerabilities that could be exploited when combined with social engineering and phishing attacks.
Now within content managed websites and the Trade interface a number of vulnerabilities that could allow intruders to exploit a website were found and have been removed, so that nefarious 3rd parties cannot exploit users into providing information without their knowledge or consent.

Functionality Affected: Trade interface/content managed wesites
Impact: Major

 


TOT-4257 - Unable to filter payments by Customer Account Code within Payments Administration Centre interface

When an administrator user logged into the Administration Centre, clicked on the Store menu, then clicked on the Payments menu item, within the Payments interface, within the View Payments tab if the Search drop down was changed to the "Customer Account Code" option, then if a value a placed into the search textbox and the Search button was pressed on, no payments would display, even if a payment existed that is assigned to a customer account that matches the code given.
Now if the Search drop down is changed to the "Customer Account Code" option, then if a value a placed into the search textbox and the Search button is pressed on, payments are now correctly searched that match the code of the customer account given.

Functionality Affected: Payments administration centre interface
Impact: Normal

 


TOT-4260 - Removal of vulnerabilities within Administration Centre interfaces

Within the Administration Centre a number of vulnerabilities that could allow intruders to exploit its interfaces were found and have been removed, so that nefarious 3rd parties cannot exploit users into providing information without their knowledge or consent.

Functionality Affected: Administration Centre interface
Impact: Major

 


TOT-4264 - Basket Products Administration Centre interface failing to load the list of products

After an administrator user logged into the Administration Centre, after clicking on the Statistics menu, then clicking on Basket Statistics menu item, within the Basket Statistics interface, under the Basket Summary section, within it's table, if the number in the Total Items was clicked on, then in the browser window that opened the Basket Products interface, the interface was failing to load its contents of the Basket Products table for the user to see.
Now if the number in the Total Items is clicked on, then in the browser window that open the Basket Products interface, the interface will correctly load its contents for the user to see again. This issue was caused by a programming error introduced in TOT-4260

Functionality Affected: Basket Statistics administration centre interface
Impact: Normal

 


TOT-4267 - Updated Template interface not displaying Update Template Area Container interface after changing a web page's template within the Web Page Editor Administration Centre

After an administrator user logged into the the Administration Centre, under the Websites menu, within the Websites interface, under a content managed website, when clicking on a web page, from within the Web Page Editor, upon clicking on the Templates menu item, within the Update Template interface, within the Change Template drop down, after selecting a different template option and clicking the Update Template button, the interface failed to reload, and showed the Update template Area Containers interface. Instead the web page was assigned to the web page template, but all local areas were not assigned to existing template hooks, making the areas disappear on the web page and within the All Areas interface.
Now after selecting a different template option and clicking the Update Template button, the interface correctly reloads, and shows the Update template Area Containers interface. allowing the web page area's to be assigned to the new web page template's containers.
This issue was caused by new stricter server request parameter value standards that the newer web server version required. The logic has been updated to meet these new standards. Note that if a web page was assigned to a new template, it could be assigned back to the old web page template to allow the existing areas to appear again.

Functionality Affected: Web Page Editor administration centre interface
Impact: Major

 


TOT-4268 - Unable to save settings within the Model Search Listing content managed web page area within the Webpage Editor of the Administration Centre due to incorrectly making server request over insecure connection

After a user logged into the Administration Centre, clicked on the Websites menu, and then clicked on the Websites menu item, within the Websites interface for any content managed webpage that contained a Maker Listing area, open the web page within the Web Page Editor. From within the Web Page Editor, after clicking on a Maker Listing area, within the Area Settings dialog after changing any setting and clicking the Assign button, it failed to save the setting due to the Assign button incorrectly calling the server with a URL containing the insecure URL request, instead of calling the server with the secure URL request.
Now after clicking on a Maker Listing area, within the Area Settings dialog after changing any setting and clicking the Assign button, it now correctly saves the settings for the area.

Functionality Affected: Maker Listing content managed web page area
Impact: Normal

 


TOT-4270 - Previous Instructions drop down not sorting unique instructions by last order date within the Order Checkout/Submission content managed webpage area

After a user logged into a content managed website, and had added products to their basket. From a web page that contains a Basket Listing area they clicked on a Checkout button and navigated to a web page containing a Order Checkout/Submission area. Within the area that was displaying the Order Details Form format, within the Previous Instructions drop down, it was incorrectly not sorting the unique previous instructions based on the last time an order contained the instruction.
Now within the Previous Instructions drop down, it will correctly sort the unique previous instructions listed, based on the last time an order contained the instruction. Previously it was finding and grouping the unique instructions, but may not always order by the latest order date.

Functionality Affected: Order Checkout/Submission content managed web page area
Impact: Minor

 

TOTECS Platform Release 17.00

New Features


TOT-4132 - Address auto-complete using Google Places within Order Checkout/Submission, User Registration, User Details/Favourites/Orders content managed web page areas

On a content managed web page that contains either a Order Checkout/Submission area or a Guest Order Checkout/Submission area, there is now the ability to embed auto-complete search form inputs into the areas that allows the user to start typing the address that they are looking for when creating a new delivery or billing address, where the address search auto-complete will perform a look up using Google Places to return an auto-complete list of addresses for the user to choose from. Once an address is selected it will automatically populate each of the new address fields. This makes it quicker and easier for users to set new billing and delivery addresses against orders instead of having to fill out each address form field.
Additionally on a content managed web page that contains a User Registration area or a User Details/Favourites/Orders area, there is also the ability to embed address auto-complete search form inputs, that also allows an address to be found and automatically populate the address form fields for when a new address is being created.
For all of the address search auto-complete form inputs there are settings that control the fields that address data returned from Google's Places service is placed into. Additionally there is a setting that controls if the auto-complete should limit only finding addresses in selected number of countries (up to 5), or addresses across the whole world.
For each area there are also area settings that can disable or enable the address fields, allowing or not allowing the user to modify the address fields once loaded with the auto-complete. Disabling these fields may be desired to avoid users from being able to key invalid address data, that may lead to less delivery issues during dispatch processes.
In order to use this functionality it requires a Google account to be set up, and within Google's Console the account have API keys set up for its Places service. [https://developers.google.com/maps/documentation/places/web-service/get-api-key] Note that is the Location Finder feature is already being used in the TOTECS project, then the same account and API key can be used also for the address auto-complete functionality.
Within the Administration Centre, under the Stores menu, within the Location Settings interface an additional section labelled "Address Auto-Complete Searching" has been created and contains the following settings to configure the address search auto-complete:

  • Restrict address searches to region (ccTLD region code)
    • Set a comma delimited list of ccTLD region codes to limit address auto-complete searches to only the countries specified in Google maps API. Only up to 5 regions can be set, or otherwise leave empty to allow addresses to be searched across all countries.
  • Put Premise Into Address Field
    • For an address selected using an Google map's address auto-complete to create a new address, choose the address field that the Premise data is placed into. Premise may store the name of a building or place.
  • Put Sub Premise Into Address Field
    • For an address selected using an Google map's address auto-complete to create a new address, choose the address field that the Premise data is placed into. Sub Premise may store a unit or apartment type name and number
  • Put Street Number Into Address Field
    • For an address selected using an Google map's address auto-complete to create a new address, choose the address field that the Premise data is placed into. Street Number may store a number of the building or house located the street.
  • Put Route Into Address Field
    • For an address selected using an Google map's address auto-complete to create a new address, choose the address field that the Premise data is placed into. Route may store a name of the street and type of road it is.
  • Put Sub Locality Level 1 Into Address Field
    • For an address selected using an Google map's address auto-complete to create a new address, choose the address field that the Premise data is placed into. Locality may store the name of the local town, local suburb, or local area.
  • Put Locality Into Address Field
    • For an address selected using an Google map's address auto-complete to create a new address, choose the address field that the Premise data is placed into. Locality may store the name of the town, suburb, or area.
  • Put Postal Town Into Address Field
    • For an address selected using an Google map's address auto-complete to create a new address, choose the address field that the Premise data is placed into. Postal Town may store the name of the town, suburb, or local area known by the postal service.
  • Put Administrative Area Level 1 Into Address Field
    • For an address selected using an Google map's address auto-complete to create a new address, choose the address field that the Premise data is placed into. Administrative Area Level 1 may store the name of the municipal or council area.
  • Put Administrative Area Level 2 Into Address Field
    • For an address selected using an Google map's address auto-complete to create a new address, choose the address field that the Premise data is placed into. Administrative Area Level 2 may store the name of the state, province or region.

Within the each of the content managed web page areas the following settings can be configured:

Order Checkout/Submission

Area Settings
  • Allow New Address Auto-Complete Search: If set to Yes and the Google API Key setting has been configured within the Stores Locations settings interface, then if the an delivery or billing auto-complete input has been been embedded within the area's Order Details Form format, the address auto-complete search will be loaded against the form inputs.
  • Disable New Delivery Address Mailing Fields: If set to yes then disable the address 1-4 fields, postcode, and country for the new delivery address.
  • Disable New Billing Address Mailing Fields: If set to yes then disable the address 1-4 fields, postcode, and country for the new billing address.
Order Details Form Format Hooks:
  • delvrnew_search_input_id: ID of the text input that is used to embed a new delivery address search auto-complete against. This allows users to find and select an address from, and populate the new delivery address form fields with. Embed within the ID attribute of a text input element.
  • billingnew_search_input_id: ID of the text input that is used to embed a new billing address search auto-complete against. This allows users to find and select an address from, and populate the new billing address form fields with. Embed within the ID attribute of a text input.

Guest Order Checkout/Submission

Area Settings:
  • Allow New Address Auto-Complete Search: If set to Yes and the Google API Key setting has been configured within the Stores Locations settings interface, then if a delivery or billing auto-complete input has been been embedded within the area's Guest Order Details Form format, the address auto-complete search will be loaded against the form inputs.
  • Disable New Delivery Address Mailing Fields: If set to yes then disable the address 1-4 fields, postcode, and country for the new delivery address.
  • Disable New Billing Address Mailing Fields: If set to yes then disable the address 1-4 fields, postcode, and country for the new billing address.
Guest Order Details Form Format Hooks:
  • delvrnew_search_input_id: ID of the text input that is used to embed a new delivery address search auto-complete against. This allows users to find and select an address from, and populate the new delivery address form fields with. Embed within the ID attribute of a text input element.
  • billingnew_search_input_id: ID of the text input that is used to embed a new billing address search auto-complete against. This allows users to find and select an address from, and populate the new billing address form fields with. Embed within the ID attribute of a text input.

User Registration

Area Settings
  • Allow Address Auto-Complete Search: If set to Yes and the Google API Key setting has been configured within the Stores Locations settings interface, then if an address auto-complete search input has been been embedded within the area's User Registration format, the address auto-complete search will be loaded against the form input.
  • Disable Address Mailing Fields: If set to yes then disable the address 1-4 fields, postcode, and country for the address form inputs.
User Registration Format Hooks:
  • address_search_input_id: ID of the text input that is used to embed an address search auto-complete against. This allows users to find and select an address from, and populate the address form fields with. Embed within the ID attribute of a text input element.
  • address_search_input_onfocus: Javascript function that triggers an address search against the address search auto-complete text input. This allows users to find and select an address from, and populate the address form fields with. Embed within the onfocus attribute of a text input element.

User Details/Favourites/Orders

 

Area Settings
  • Allow New Address Auto-Complete Search: If set to Yes and the Google API Key setting has been configured within the Stores Locations settings interface, then if a new address auto-complete search input has been been embedded within the area's User Detail Form format, the address auto-complete search will be loaded against the form input.
  • Disable New Delivery Address Mailing Fields: If set to yes then disable the address 1-4 fields, postcode, and country for the new address form inputs.
User Detail Form Format Hooks:
  • address_new_search_input_id: ID of the text input that is used to embed a new address search auto-complete against. This allows users to find and select an address from, and populate the new address form fields with. Embed within the ID attribute of a text input.
  • address_new_search_input_onfocus: Javascript function that triggers an address search against the new address search auto-complete text input. This allows users to find and select an address from, and populate the new address form fields with. Embed within the onfocus attribute of a text input element.

With each of the area formats the input ID input needs to be placed within a text input's ID attribute, and the onfocus hook within the input's on onfocus attribute.

Functionality Affected: Order Checkout/Submission, Guest Order Checkout/Submission, User Registration, User Details/Favourites/Orders content managed web page areas
Impact: Normal

 

 


TOT-3824 - Integrate AfterPay payment type for ordering

There is now the ability for users to pay for orders within content managed websites using Afterpay's Buy Now Pay Later (BNPL) payment service.On a content managed webpage containing either Order Checkout/Submission or Guest Order Checkout/Submission areas, within the Order Detail format there ability to allow users to select Afterpay from the payment types list if the payment type is assigned against the customer account they are using to order with.
A new payment type called "After Pay" (AP) has been added to the list of payment types that can be assigned to each customer account either through the Customer Accounts text file data import, or via the Customer Accounts Connector data import, by including the AP value with the other assigned payments stored in a comma separated list.
Before the Afterpay payment type can be used, a Merchant account needs to be first applied for and created with Afterpay. Once approved, API credentials need to be requested from the API support staff. Once obtained, then within the Administration Centre, under the stores menu, within the Payments settings interface, a section labelled "After Pay" has been added that contains the following settings:

  • Environment: The Afterpay environment to be used to submit payments to. For testing choose the Sandbox environment where no money in exchanged. Choose the Live environment to allow real payments and money to be exchanged.
  • Afterpay Merchant ID: ID of the merchant within Afterpay's system that will receive the payments and obtain payment configurations against. Businesses wanting to receive payments need to sign up to Afterpay as a merchant. Once approved Afterpay provides a Merchant ID
  • API Secret Key: The API Key used to authenticate with Afterpay's API to raise payments with. Once a merchant account is set up with Afterpay a secret key to their API can then be obtained. This setting will always initially display as empty for security reasons even if it has a value previously set, and only be updated if a value is given.

Once the Afterpay settings have been set and its payment type is assigned against a customer account, then when the user proceeds through the order checkout process, on the Order Details page the user will be able to choose the Afterpay payment type option. If selected then at the order review stage a request is made to Afterpay to set up a Checkout within their system, if confirmed by Afterpay the user can then proceed to the Order Review stage. If they then confirm and submit the order, the user will be redirected to Afterpay's website to complete the payment process. If the user cancels completing the payment process within Afterpay's website then they will be taken back to the order details page.
Once the user has completed payment steps within Afterpay's system the user will be redirected back to the content managed webpage area displaying the Order Checkout/Submission area. A check will then be made to Afterpay's Capture Payment API endpoint to confirm the payment transaction and check that that the payment was successfully approved or not. If successful then the user will see the "Order Submission Success Message" format will display in the area, or otherwise the "Order Submission Failure Message" format will display in the area, informing the user of the payment and order submission results. Optionally the user can be shown a link to redirect them back to the Order Details step if the payment fails, allowing them to choose another payment type, and try again in completing the ordering process.Notes:

  • Afterpay require that their logo appear on Product Detail areas before they will approve using their live system. This can be separately done through website implementation.
  • Afterpay require order monetary amounts be provided to 2 decimals. If the project stores pricing in more than 2 decimal places then the pricing will be rounded to 2 decimal places when pricing ordering data to Afterway.
  • The order information provided to Afterpay include user's emails address, contact name, delivery address, billing address, and ordered products name, product code, ordered quantity and unit price.
  • Afterpay provide several limitations on businesses who are allowed to have merchant accounts. They most likely will only approve businesses selling physical products in the retail space. They also specify minimum and maximum limits on total order amount, and may reject allowing payments to be made for users who exceed these limits. An error message will appear at the Order Detail step if Afterpay reject an order, and the user will see an error message containing the error Afterpay is reporting.
  • For testing within Afterpay's sandbox system, a test customer account needs to be created or logged in from https://portal.sandbox.afterpay.com/au/login-email . A mobile phone number needs to provided and must be unique. A verifcation code will be asked for but never sent by Afterpay's system. The verification code is: 111111
  • For testing within Afterpay's sandbox system, testing credit cards can be found at developers.afterpay.com/afterpay-online/docs/customer-accounts


Functionality Affected: Order Checkout/Submission, Guest Order Checkout/Submission content managed web page areas, Stores Settings Administration Centre interface
Impact: Normal

 

 


Improvements


TOT-4129 - Allow ampersand, hyphen and apostrophe characters to be saved within Organisation Name, Address Description, and Contact fields of user addresses being created and updated

On a content managed web page displaying either a Order Checkout/Submission, Guest Order Checkout/Submission, User Registration, or User details/Favourites/Orders area. as well as within the Administration Centre's User Details interface, and additionally within the Trade interface, when the user is either creating a new address or updating an existing address assigned directly to them, within an address's Organisation Name, Contact Name, and Address Description fields the user is now able to set hyphen, apostrophe and ampersand characters within each of the address fields. The user will no longer receive error messages if these characters are applied in the address fields.
This allows support for company and contact names that use hyphens, apostrophes, such as for conjoined names.

Functionality Affected: Order Checkout/Submission, Guest Order Checkout/Submission, User Registration, User details/Favourites/Orders content managed web page areas
Impact: Normal

 


TOT-4214 - Toggle to switch between 3 different product record layout views within content managed web page areas that list products using Product Search Record web page area format

On a content managed web pages containing areas types that list products using the Product Search Record format, for each area type there is now the ability to toggle between 3 different types of Product Search Record formats, that can display product records in different layouts (such as a grid, list or simplified view). This applies to the following areas:

  • Related Products Listing
  • Product Search Results Listing
  • Product Combination
  • Category Listing
  • Model Product
  • Customer Account Contract Detail
  • User Details/Favourites/Orders
  • User Viewed Products
  • Customer Account Invoice Line Report

Within the header and footer formats of each area type there are now format hooks that can toggle the area to change its Product Search Record format being used and cause the area to reload. Additionally there is now the ability to remember product search record being used across all types product listing areas by using a browser cookie to remember the user's preference. In these areas if the user paginates, changes the sorting of the area, reloads the webpage, or is refreshed from another area (such as from Product Search Form area types) this user preference will be used to display the associated product based format layout. Additionally in each area's settings there is now the ability to specify the Product Search Record format initially used when the area first loads, as well as control if the user can switch to any of the 3 product search formats. In each of the areas the settings can be set:

  • Allow Product Record Format Switching: If set to Yes then the user has permission to switch between the Product Search Record formats assigned to content managed web page areas. If set to No the areas's first Product Search Record format will always be used.
  • Default Product Record Format: If the Allow Product Record Format Switching setting is set to Yes, then this setting controls which of the 3 product Search Record's assigned to the area should initially display in the area if the user has not previously saved their preferred layout/format in a browser cookie. (or the browser cookie was cleared).

In the following content managed web page areas, the following hooks have added the area's header and footer formats. The format hooks are:

  • product_record_layout1_onclick: Javascript function that updates the area to show product records in the first Product Search Record format assigned to the area.
  • product_record_layout2_onclick: Javascript function that updates the area to show product records in the second Product Search Record format assigned to the area.
  • product_record_layout3_onclick: Javascript function that updates the area to show product records in the third Product Search Record format assigned to the area.
  • product_record_layout_class: CSS styling class name that indicates the Product Search Record format used to display the layout of products in the area. This hook can have the values list_record_layout_1, list_record_layout_2, or list_record_layout_3', 'list_record_layout_1
  • product_record_layout_allow_change: Indicates if the user is allowed to change the Product Search Record format, allowing the layout of the product records in the area to change. Displays either Y - Yes, or N - No

The format hooks are available for the following areas and formats:

  • Related Products Listing
    • Related Products Header
    • Related Products Footer
  • Product Search Results Listing
    • Product Search Header
    • Product Search Listing Footer
  • Product Combination
    • Combination Product Options Detail
  • Category Listing
    • Category Listing Header
    • Category Listing Footer
  • Model Product
    • Model Products Header
    • Model Products Footer
  • Customer Account Contract Detail
    • Customer Account Contract Detail
  • User Details/Favourites/Orders
    • User Favourite Products Listing
  • User Viewed Products
    • User Viewed Products Header
    • User Viewed Products Footer
  • Customer Account Invoice Line Report
    • Customer Account Invoice Line Report Header
    • Customer Account Invoice Line Report Footer

Because the user's format layout selection in one of these areas is saved as a preference in a cookie can then control the format used in the other areas, it is highly recommended to use the same types of layouts in the Product Search Record, Product Search Record 2, and Product Search Record 3 formats. For example if the first format shows a grid layout, the second a listing layout, and the 3rd a tall layout, then these layouts should be used across all the above areas that allow the user to change the layout selection. Otherwise if no done then if the user may choose a layout in one area, that doesn't look the same in another area, causing the user having to keep switching layouts that may be annoying to them.

Functionality Affected: Related Products Listing,Product Search Results Listing,Product Combination,Category Listing,Model Product,Customer Account Contract Detail,User Details/Favourites/Orders,User Viewed Products,Customer Account Invoice Line Report content managed web page areas
Impact: Normal

 

 


TOT-4215 - Add Serpstatbot, Seekport, Zoominfo crawlers and GoBuster to the list of known crawlers/scrapers within the Project Traffic Statistics Administration Centre

For website traffic making webpage requests for a project, there is now the ability to detect when Serpstatbot, Zoominfo and Seekport crawlers are making a request, as well as GoBuster scraper.
Within the Administration Centre interface, under the Statistics menu, in the Project Traffic Statistics interface, under the "Requests By Search Engines, Crawlers and Software" pie graph now can show requests that are made by the Serpstatbot, Seekport and Zoominfo crawlers, as well as GoBuster. Additionally these crawlers have been added to the TOTECS platform's list of Bad Bots that prevent future requests reach projects that are blocking these bots.

Functionality Affected: Project Traffic Statistics administration centre interface
Impact: Normal

 


TOT-4223 - Show and export additional customer account fields in Search Users Administration Centre interface

Within the Administration Centre interface, under the Users menu, within the Search Users interface, in the Search Users table's Custom Data Field column, additional customer account fields have been added that allow data for the following fields to display:

  • Key Customer Account ID
  • Business Number (ABN)
  • Contact Name
  • Email
  • Mobile Phone Number
  • Phone Number
  • Class
  • Territory
  • Sales Representative ID
  • Shipping Method
  • Is On Hold
  • On Hold Action
  • Outside Payment Terms Action
  • Outside Credit Terms Action
  • Balance
  • Balance Limit

Additionally if the user clicks on the Export Users button, within the Export Users dialog these additional customer account fields can also now be selected and exported with the User CSV spreadsheet file.

Functionality Affected: Search Users administration centre interface
Impact: Normal

 

 


TOT-4231 - Set Active setting against Product Review Profiles to allow or not allow product reviews to be raised and viewed for products

Within a content managed webpage that contains either Product Review Form and Product Review Listing areas, the contents of these areas where product reviews can be raised and seen or not is now controllable by setting an Active state against the Product Review Profile that a product belongs to. This makes it easier to control if product reviews should appear and raised for different collections of products that belong to each review profile.
Within the Administration Centre, under the Inventory menu, within the Product Reviews interface, upon clicking on the "Criteria and Options" button for a product review profile, within the "Product Review Profile Criteria and Options" dialog a check box labelled "Profile Is Active" has been added. If selected then on content managed web pages that contain Product Review Form and Product Review Listing areas, the product review form and review listing content will display in the areas for any products assigned to the profile. If the checkbox is unselected then for products assigned to the profile, the contents of these areas will not display, not allowing a user to raise a product review, nor see existing reviews against the product.

Functionality Affected: Product Review Form, Product Review Listing content managed web page areas, Product Reviews Administration Centre interface
Impact: Normal

 


TOT-4232 - Setting to control how customer account discount is applied to price-level and customer account product pricing

On a content managed website or within the Trade interface, for pricing calculated for a product, if a customer account has a discount percentage specifically applied to account in the discount field, there is now a setting that controls if account's discount is applied to all price-level pricing, customer account pricing, both or none of a product when displayed. This allows more flexibility on determining how a general account discount can be applied all applicable pricing to the account.
Within the Administration Centre, under the Inventory menu, within the Product Settings interface, a new setting has been added labelled "Apply Customer Account Discount To" that can be set to one of the following options:

  • None: If set then doesn't allow the customer account discount to be applied to any prices across all customer accounts and users
  • Price-Level Pricing: If set then allows the customer account discount to be applied only to each product's price-level unit price, and price-level volume discount prices, but not any customer account assigned prices.
  • Price-Level, Account Pricing: If set then allows the customer account discount to be applied to each product's price-level unit price, and price-level volume discount prices, as well customer account assigned prices (i.e contract prices, promotional prices, special prices).
  • Account Pricing: If set then allows the customer account discount to be applied only to customer account assigned prices (i.e contract prices, promotional prices, special prices), but not any price-level prices
  • For this setting to have any effect requires a customer account assigned to a user to have a discount not equal to 0 set. This can be done through the Customer Accounts Text File data import, or the Customer Accounts Connector data import, found under the Data menu, within the Data Imports interface of the Administration Centre.


Functionality Affected: Product pricing process, Product Settings Administration Centre interface
Impact: Normal

 

 


Bug Fixes


TOT-4046 - Incorrectly unable to add a product from a customer account quote record to an order if the product is out of stock but the user has permission to back order it

On a content managed web page containing a Customer Account Quote Listing area, if the area was displaying a quote that contains a product line, then if the user clicked on a button containing a $quote_order_continue_onclick$ hook that triggered the quote to be converted to an order, if the product was out of stock but the user's assigned inventory permission role contained a back order permission to allow the product to still be ordered, then the product was incorrectly not being imported into the order.
Now in a Customer Account Quote Listing area, if the area is displaying a quote that contains a product line, then if the user clicks on a button containing a $quote_order_continue_onclick$ hook that triggers the quote to be converted to an order, if the product was out of stock but the user's assigned inventory permission role contains a back order permissions to allow the product to still be ordered, then the product will be now included in the order.

  • Product's stock quantity is greater than the Stock None Quantity
  • The user is assigned to an inventory permission role with the "Backordered Check" permission set to "allow" for the product
  • The user is a Sales Representative and assigned to a facility permission role with the "Order out of stock products" permission set to "allow"
  • The "Check Stock" setting within the Administration Centre's Store menu, within the "Orders settings interface is not set to "BLOCK"

  • Functionality Affected: Customer Account Quote Listing content managed web page area
    Impact: Normal

     

     


    TOT-4191 - Product deal being removed for an existing product in the basket after another product is added and the 1st product is assigned to deals with offer types that are calculated across multiple products in basket

    On either a content managed website or the Trade interface, if a user added a product to basket, and the product is assigned to a Product Deal that is applied, then if they add another product to basket, if the 1st product is assigned to a product deal that is assigned to an offer type that requires aggregating the quantities of products across the whole basket, if that deal's quantity threshold is not met, then the Add To Basket would incorrectly remove the deal.
    Now it correctly will not remove the the product deal initially applied to the original product. Additionally the Add-To-Basket process will now recalculate deals for all products when the product is assigned to a deal within an offer type that requires aggregating the quantities of products across the whole basket. This ensures that deals are correctly applied or removed from products in the basket based on the overall basket quantity/price threshold being changed.

    Functionality Affected: Product Add To Basket process
    Impact: Normal

     


    TOT-4205 - Incorrect default quantity input set within product records within Redeemable Deals Product Listing content managed webpage area for products assigned to deals containing offers that only apply over a specified quantity

    On a content managed web page containing a Redeemable Deals Product Listing area if products are displayed in the area with the "Redeemable Deal Product Record" format, if the products are assigned to deals with the following offer types, then the quantity textbox hook $product_basket_quantity_input$ would not be set with a default quantity that contains the offer quantity plus 1.
    Now the records will be set with a default quantity that contains the offer quantity plus 1. Previously these deal types were ignored from incrementing the deal quantity.

    • Buy Over X Product Quantity For Y Percent Off Freight Surcharge
    • Buy Over X Quantity Of Total Basket Products (Ex. Product Redeemed), Get Product For Price Y
    • Buy Over X Quantity Of Total Basket Products, Get Product For Price Y
    • Buy Over X Quantity Of Total Basket Products (Ex. Product Redeemed), Get Product For Y Percent Off Price
    • Buy Over X Quantity Of Total Basket Products, Get Product For Y Percent Off Price
    • Buy Over X Total Quantity Of Products In Deal, Get Product For Y Percent Off Price
    • Buy Over X Total Quantity Of Products In Deal, Get Product For Price Y
    • Buy Over X Quantity Of Products Belonging To The Same Parent Combination Product, Get Product For Y Percent Off Price
    • Buy Over X Quantity Of Products Belonging To The Same Parent Combination Product, Get Product For Price Y

    Functionality Affected: Redeemable Deals Product Listing content managed web page area
    Impact: Normal

     

     


    TOT-4207 - Product Has Deals hooks incorrectly not initially indicating the default child combination product has deals available within the Product Detail content managed web page area

    On a content managed page containing a Product Detail area, if the area was initially loading for a parent combination product, and a default child product was initially loaded, the area's "$product_deal_element_classname$" and "product_has_deals" hooks within its Product Detail format would not indicate if the child product has deals applicable to the user or not.
    Now the "product_has_deals" hooks will indicate if the child product has deals applicable to the user or not. Previously the hooks would always indicate that the parent combination product would never have deals applied to it regardless of what a default child product has.

    Functionality Affected: Product Detail content managed web page area
    Impact: Normal

     


    TOT-4213 - order_id hook within subject of Order Review Confirmation Email notification not being evaluated when email is sent to reviewing user

    On content managed webpage containing a Order Checkout/Submission area, with the Order Details section if a user selected another user to review the order. Then after the order is submitted, the Order Review Confirmation Email notification that is being sent out to the reviewing incorrectly did not evaluate out the $order_id$ hook within the subject of the notification email if set.
    Now after the order is submitted and is to be reviewed by a user, the Order Review Confirmation Email notification that is being sent out to the reviewing now correctly evaluates out the $order_id$ hook within the subject of the notification email if set, and shows the ID of the order being submitted.

    Functionality Affected: Order Review Confirmation Email notification
    Impact: Normal

     


    TOT-4216 - Product Add To Basket process calculating incorrect price for existing products in the basket when existing products are assigned to deals with offer types that are calculated across multiple products in basket

    Within either the Trade interface, or within the a content managed website, when a product was added to basket from any webpage areas that contain Product Add To Basket functionality, and the basket already had existing products already in the basket, then if those existing products in the basket are assigned to a product deal containing an deal offer that is based on the basket total, or based on multiple products already existing in the basket, then the price of the existing products deals was being incorrectly recalculated based on the quantities of each the products already in the basket, and deals applicable.
    Now the price of the existing products deals will be correctly recalculated based on the quantities of each the products already in the basket, and deals applicable.

    Functionality Affected: Product Add To Basket process
    Impact: Normal

     


    TOT-4220 - Requests incorrectly taking longer to load when Guest Regions feature is turned on when specific web parameters are set

    If the Guest Regions feature was turned on, then when any content managed web pages were requested that contain certain parameter values within the URL request, this could cause the request to incorrectly take longer to load.
    Now if the Guest Regions feature turned on, then when any content managed web pages are requested that contain certain parameter values within the URL request, this can no longer cause the request to incorrectly take longer to load, due to a request parameters being incorrectly processed by the database.

    Functionality Affected: content managed web page load
    Impact: Critical

     


    TOT-4221 - Unable to export products from within the Product Search Administration Centre interface

    Within the Administration Centre, under the Inventory menu, within the Product Search interface, after one or products was found and the Export button was clicked on, then from within the Export Products dialog after the Export button was pressed, a new browser tab is opened incorrectly showing a 400 error response with the message "Error: 'HTTP Status 400 – Bad Request'"
    Now from the Product Search interface, after one or products has been found and the Export button is clicked on, then from within the Export Products dialog after the Export button is pressed it will allow the product data to be exported again. This issue was caused by the the list of product fields select not being correctly passed to the server. Note it only affected TOTECS projects running on the platform's newer web servers that implement tighter URL character standards.

    Functionality Affected: Product Search administration centre interface
    Impact: Normal

     


    TOT-4222 - Unable to delete a user assigned to a User Subscription Category within the User Subscription Categories Administration Centre interface

    After an administrator user logged into the Administration Centre interface, clicked on the Marketing menu button, then clicked on the User Subscription Categories menu item, within the User Subscription Categories interface after clicking on the View Users button, then within the Category Users table, clicking on the Remove button for a user record incorrectly did not remove the user from the User Subscription Category or their record from the Category Users table.
    Now it correctly removes the user from the User Subscription Category and removes their record from the Category Users table.

    Functionality Affected: User Subscription Categories administration centre interface
    Impact: Normal

     


    TOT-4225 - Products Connector data import fails to complete if multiple product records are being imported for the first time and contain the same product code

    Within the Administration Centre, under the Data menu, within the Data Imports interface, from within Connector Imports tab, if the Products Connector data import was selected and run, and from the product records being imported contained multiple product records not previously imported before with the same product code, then the import failed to complete, and returns the error "An error occurred whilst trying to set up the data import : The data import has been aborted due to an error when processing record #2189. Please report this error. Technical Error: Null pointer expection thrown whilst processing record."
    Now if the Products Connector data import is selected and run, and from the product records being imported contain multiple product records not previously imported before with the same product code, then the import will successfully handle processing records containing the same product codes. Additionally if the product code is empty the data will now ignore processing the product record.

    Functionality Affected: Products Connector data import
    Impact: Normal

     


    TOT-4229 - Customer account pricing not displaying for products within Shopping List Products content managed web page areas if products were added to shopping list with no quantity specified

    On a content managed website, after a user had logged into the website and navigated to a web page containing a Product Detail area. If the user chose to add the product to shopping list but not specify a quantity, then when they navigated to a content managed web page containing a Shopping List Products area displaying the products assigned to the shopping list. The pricing displayed for product records that had no quantity set was incorrectly not factoring in customer account pricing when determining the price to display.
    Now if the user chooses to add the product to shopping list but not specify a quantity, then when they navigate to a content managed web page containing a Shopping List Products area displaying the products assigned to the shopping list. The pricing displayed for product records that had no quantity set now correctly factors in customer account pricing when determining the price to display. It does this calculating the price of the product as if it had a quantity of 1 set when it has a quantity of 0.

    Functionality Affected: Shopping List Products content managed web page area
    Impact: Normal

     

TOTECS Platform Release 16.02

New Features


TOT-4142 - Set Delivery Status field against orders and send out delivery status notification emails

For orders that have been submitted there is now additional field called "Delivery Status" that can be controlled by administrator users to update where an order's products are within a delivery/dispatching process. If an administrator user changes the Delivery Status of an order, notification emails can optionally be sent out to the email address sent against the order or nominated email address advising of the delivery status change to an order. This can allow customers to know how an order is progressing, or if it has ceased to move. This awareness can provide additional customer service, and allow them to anticipate when their ordered products may or may not arrive.
An order's Delivery Status can be set to one of the following states (consistent with the Ecommerce Standards Documents delivery statuses):

  • AWAITING_PACKAGING
    The ordered goods are awaiting to be packaged up for delivery. This is the initial status by default.
  • PACKED
    The ordered goods have been packaged up and awaiting to be loaded on transport for delivery
  • LOADED
    The ordered goods have been packaged up and have been loaded on transport for delivery. The transport has not yet left with the packaged goods.
  • IN_TRANSIT
    The ordered goods have been packaged up, loaded and are in transit on transport.
  • IN_STORAGE
    The ordered goods have been packaged up and are being stored at a location for later delivery.
  • DELIVERED
    The ordered goods have been packaged up, transported and delivered to a final location.
  • UNPACKED
    The ordered goods have been packaged up, transported and delivered to a final location, then unpacked at that location.
  • DELIVERY_MISSED
    The ordered goods have been packaged up, transported to a final location, however they were not able to be received due to the authorized person(s) not being available to accept the goods.
  • RECEIVED
    The ordered goods have been packaged up, transported to a final location, delivered and able to be received by the authorised person(s).
  • LOST_IN_TRANSIT
    The ordered goods have been packaged up, and transported, however they were lost in transit. They may have been been lost in an accident, by an act of nature, or any other unforseen circumstance.
  • DAMAGED_IN_TRANSIT
    The ordered goods have been packaged up, and transported, however they were damaged in transit. They may have been been damaged in an accident, by an act of nature, or any other unforseen circumstance.
  • CANCELLED
    The delivery of the ordered goods was cancelled and will no longer be delivered.
  • AWAITING_RECEIVER_PICKUP
    The ordered goods are at a location ready to be picked up by the receiver of the goods.

Within the Stores menu, within the Order settings interface, a new section needs to be added labelled "Order Delivery". Within the section the following settings have been added:

  • Enable Order Delivery Status field: either Yes, or No. If Yes then allows the Delivery Status column to display in the Orders admin centre interface, and Order Details interface.
  • Default Order Delivery Status: Displays a drop containing all of the delivery statuses, by default set to Awaiting Packaging. Controls the Delivery Status that orders are initially set to when created.
  • Send Out Delivery Status Notification For Changes To Statuses: Contains a checkbox list of delivery statuses, that controls when delivery status notification emails should be sent out if an order's delivery status is changed to one of the selected statuses.
  • Delivery Status Message [Status Name]: Set a message for each delivery status type. This allows highly customised messages to set for each status, that may then be embedded within Delivery Notice Email notifications.
  • Delivery Status Notification Email Subject: Set the subject of the Delivery Status Email notification.
  • Delivery Status Notification Email Message Format: Set the general message displayed within every Delivery Status Email notification sent out. The format allowed order details to be embedded into the message using format hooks, similar to the "Order Confirmation Email Message Format" setting.

Within the Orders Administration Centre interface, if the "Enable Order Delivery Status" setting is set to yes then the Delivery Status column will show in the table, and contain a drop down in each row allowing admins to change the delivery status once clicked on. Additionally a search drop down will display in the search filters to allow administrator users to filter orders based on delivery status. If the delivery status is changed, then if the status the order is being changed to set within the "Send Out Delivery Status Notification For Changes To Statuses" setting, then an email notification will be sent to the email address set against the order, containing the subject, message, and status message within the email, based on the Delivery Status Notification Email Subject, Delivery Status Notification Email Message Format, and Delivery Status Message [Status Name] settings.
Within the Orders interface, for each order, upon clicking on the Email button, in the Send Order Email Notification dialog, an additional setting labelled "Send Delivery Status Notice" will be displayed, that if selected will allow an administrator user to send a Delivery Status notification with a custom message.

Functionality Affected: Order Submission Process, Order Settings Administration Centre interface
Impact: Normal

 

 


TOT-4155 - CXML order submission profile and order punch back from Order Checkout/Submission content managed web page areas

On a content managed webpage that contains a Order Checkout/Submission area, the area can now support allowing users to be redirected back to their own purchasing system once an order has been successfully submitted, if they originated to the website from a purchasing system that supports the Punchout purchasing workflow. This allows users to punch-back with their own system once they have selected products and have a purchase order ready for approval within their own system .
Additionally an order profile has been created to support the CXML data standard http://cxml.org/ that allows users to punch back orders to their purchasing system that support the CXML data standard. The CXML order data can either be returned in 2 different formats, either the CXML Order format, or the CXML Punchout Order format. The Order format includes delivery and billing address data, product lines with quantities, unit pricing excluding tax, unit name, product name, and optionally UNSPSC code. The Punchout Order Format only includes product lines, quantities, unit pricing. Both formats can optionally include or exclude orders surcharges in the order lines.
Within the Administration Centre, under the Stores menu, within the Order Profiles interface, a new profile type can be created called "CXML". Once a profile is created with the type the following settings can be created:

  • Product Unit Field: Controls the product field that is used to set the unit name with the cXML order line data.Product UNSPSCode Field: Controls the product field that is used to set the UNSPSC code with the cXML order line data.
  • Include Surcharges: If set to Yes then allows surcharges to be included in the cXML order line data, either ignores including surcharges.
  • Order Document Type: Either set to cXML Punchout Order, cXML Order, to set the type of cXML document that is returned to the user's purchasing system. This needs to be set to match way the purchasing system allows to receive the order data.

Once a CXML order profile has been created and configured, then the relevant customer accounts need to be assigned to the profile who associated users will utilise. Once done then when a user navigates from their purchasing system to the content managed website with the correct URL being provided from the purchasing system, then after the user has added products to basket, proceeded through the checkout process using a Order Checkout/Submission area, upon an order being successfully submitted, then the area will redirect the user back to their originating purchasing system's webpage with the order data in the CXML document standard. This then allows the order to be approved and sent from the purchasing system to the supplying organisation with a confirmed order using either EDI, email or other means to pass the order.
Within the TOTECS API an additional additional endpoint has been added labelled "setup_cxml_punchout", that will try to read in the CXML Punchout Setup Request within the body of the request, obtain login ID, password, and return URL information in the request, authenticate and create a new user session if successful, then return a CXML Punchout Setup Response containing the status, and if successful the URL to navigate to the content managed website by the purchasing user. The endpoint using the following relative URL:
dataapi/setup_cxml_punchout/[content_managed_website_id]/[content_managed_webpage_id_title]

  • content_managed_website_id: set the ID of the content managed website that purchasing users to land on to start purchasing
  • content_managed_webpage_id_title: set the ID or title of the content managed page that purchasing users to land on to start purchasing

Within the purchaser's system, the Punchout Setup Request requires that the user's login ID is set within the Identity element within the Credential element of the Sender element, and that the user's password is set within the SharedSecret element within the Credential element of the Sender element. Additionally the Credential element needs to have the "domain" attribute set to "NetworkId". Note that alternatively the user user's login ID and password can instead be set within the URL calling the API endpoint, with the URL parameters user=[user_login_id]&pass=[user_password]. If the user credentials are set in the URL then any credentials set within the body of CXML document will be ignored.
If the API endpoint is successfully able to validate the credentials given in the Punchout Setup Request then it will return a CXML Punchout Setup Response with a 200 success code and punchout URL, otherwise it will return a 406 error code with an error message .

Functionality Affected: Order Checkout/Submission content managed web page area, TOTECS API, Order Profiles Administration Centre interface
Impact: Normal

 

 


Improvements


TOT-4156 - Format hooks to show initial product pricing and stock level for Google Shopping crawler in Product Detail content managed web page area

On a content managed web page displaying a Product Detail area, additional format hooks have been added to the area that can be embedded within meta tags for Google's Shopping Crawler, allowing it to find pricing and stock level data used for its Google Shopping search engine. The hooks that have been added are:

  • product_stock_level_google: Stock level of the product that indicates if the product is in stock or out of stock, in language for Google shopping crawler. Has either the value OutOfStock or InStock
  • _P_PriceEx_initial: Unit price of product initially shown in the area, exclusive of tax amount.
  • _P_PriceInc_initial': Unit price of product initially shown in the area, inclusive of tax amount.
  • _P_Price_initial', 'Unit price of product initially shown in the area, either including or excluding tax amount based on the tax format setting of the user.
  • _P_PriceExProjectCurrency_initial', 'Unit price of product initially shown in the area in the currency the user is assigned to view, exclusive of tax amount.
  • _P_PriceIncProjectCurrency_initial', 'Unit price of product initially shown in the area in the currency the user is assigned to view, inclusive of tax amount.
  • _P_PriceProjectCurrency_initial', 'Unit price of product initially shown in the area in the currency the user is assigned to view, either including or excluding tax amount based on the tax format setting of the user.


Functionality Affected: Product Detail content managed web page area
Impact: Normal

 

 


TOT-4157 - Import Meta Description, Meta Keywords, and Meta Title fields in Products Connector data import

Within the Administration Centre, under the Data menu, within the Data Imports interface, under the Connector Data Imports tab, when a Products data import is run, for each product record imported there is now the ability to set the Meta Description, Meta Keywords, and Meta Title fields for each product that is being imported. Additionally for the Categories Text File Data Import it too also allows the Meta Description, Meta Keywords, and Meta Title fields to be included the uploaded CSV text file spreadsheet data.

Functionality Affected: Products Connector Data Import
Impact: Normal

 


TOT-4158 - Data fields to change codes and key identifiers for customer accounts, products and categories within CSV text file spreadsheet data imports

Within the Administration Centre, under the Data menu, within the Data Imports interface, under the Text File Imports tab, when running either a Customer Account, Products, or Categories data imports, there needs to be the ability to change the codes of customer accounts, products, or categories in each data import, as well as update the key record identifiers. This makes it possible for administrator users to update these codes, and the references to these codes in associated entities, such as in orders, or against users. This may be needed if these identifiers are updated in linked business systems, and need to be updated to avoid new customer account, product or category records being created in Connector data imports.
For the Customer Account Text File data import the following fields can be set in the CSV spreadsheet file:

  • KeyCustomerAccountID: Set the key identifier of customer account records that links it back an account record from an external system. Avoid setting multiple customer accounts with the same Key Customer Account ID otherwise only 1 of the accounts would get updated if an Customer Account Connector data import was run.
  • New Account Code: Set the new code of the customer account. This code will be updated across all linked entities (including baskets, users, orders, content managed website regions) but excludes for log tables and order surcharge rules,

For the Products Text File data import the following fields can be set in the CSV spreadsheet file:

  • Key Product ID: Set the key identifier of product records that links it back to a product record from an external system. Avoid setting multiple products with the same Key Product ID otherwise only 1 of the products would get updated if an Products Connector data import was run.
  • New Product Code: Set the new code of the product. This code will be updated across all linked entities (including baskets, orders, favourites, shopping lists, related products etc...) but excludes log tables, order surcharge rules, inventory permission rules, or settings that reference product codes. This will need to be updated manually.

For the Categories Text File data import the following fields can be set in the CSV spreadsheet file:

  • Key Category ID: Set the key identifier of category records that links it back to a category record from an external system. Avoid setting multiple categories with the same Key Category ID otherwise only 1 of the categories would get updated if a Categories Connector data import was run.
  • New Category Code: Set the new code of the category. This code will be updated across the category tree. Note that any references to the category code in order surcharges, or inventory role rules will not be updated. This will need to be done manually. Note that when setting New Category Code column in spreadsheet file, avoid including the Parent Category Code, since when each category row is processed if a proceeding row has a reference to a parent category code that no longer exists then the import will report an error and skip the record.

For the Customer Accounts, Products and Categories text file data imports, it will first check if an existing record can be found with the old code, if not it will ignore trying to update the record and report an error message within the Error Log that the existing record could not be found.
Updating the codes of certain records may cause the import to take a long time to complete, such as when a customer account code is referenced against millions of baskets or orders, and products that are in many orders. When this is the case it's advisable to reduce the amount of records being imported in the spreadsheet file at a time.

Functionality Affected: Customer Account, Products, and Categories Connector Data Imports
Impact: Normal

 

 


TOT-4161 - Display flags assigned to each product within a Basket Products Listing content managed web page area

Within a content managed web page containing a Basket Products Listing area, for each product listed in the area, with the area's Basket Product Record format there is now the ability to show flags assigned to each product that is listed within the basket.Within the area's Basket Product Record format the following hooks can be embedded:

  • basket_product_flag_class_names: Contains a list of space delimited flag names assigned to each product. The hook could be embedded within a HTML element's "class" attribute, allowing CSS styling rules to be setup to determine how each flag appears in the format
  • basket_product_flag_image_elements: Displays sequential flag image elements, with each image element containing an image tag with the path to the flag's image. This allows flag images to directly show in the area as the small image size.
  • basket_product_flags_assigned: Displays either Y or N, depending on if the product has one or more flags assigned to it.

Additionally the Basket Product Listing area now contains a setting labelled "Show Product Flags" that controls if product flag data should be determined or not for all products in the area. This setting should be left set to No to avoid making additional server processing if no flag data is needed to be shown in the formats. If the setting is set to Yes then the flag format hooks above will then populate if a product is assigned to one or more flags.

Functionality Affected: Basket Products Listing content managed web page area
Impact: Normal

 

 


TOT-4170 - Calculate and display freight unit data for basket products within Basket Summary and Basket Product Listing content managed web page areas

On a content managed web page area that contains Basket Summary or Basket Product Listing areas, within the area's Basket Summary format, additional format hooks can now be embedded within the areas, that can display information about the freight unit that may be used to package and deliver all the product quantities in the basket, based on using existing freight unit calculations defined within the Administration Centre, under the Stores menu, within the Freight Providers interface, under the Freight Units section. This allows the indicated freight unit to be shown to the user based on the products currently in their basket, how many freight units would be required to deliver the products, and how much space is partially taken up on the final freight unit. This may lead to users putting more product quantities in their basket, to maximise a freight delivery space and reduce the freight delivery cost.
Note that the freight unit calculations are based on overall basket volume or weight. The feature cannot calculate the exact freight unit quantity required since it does not look at product shapes or other logistics limitations (such as hazardous materials, or oversized issues). As such it is useful only as a general indicator, and any freight unit information updated by dispatch staff when orders land.
Within the Basket Summary's area, the following hooks are available to embed within its format:

  • cart_TotalVolume: Total volume that all product quantities in the basket take up in space. The volume is calculated based on the rounded depth, width and height dimensions for each product, multiplied by quantity, and summed together across all products.
  • cart_freight_unit_label: Label of the freight unit chosen to package up and deliver all the product quantities in the basket
  • cart_freight_unit_amount: The number of freight units required to package up and delivery all the product quantities in the basket
  • cart_freight_unit_partial_filled_weight: The amount of weight that has filled up the remaining freight unit used to deliver the product quantities in the basket. Number is rounded to specified number of places in Product Settings.
  • cart_freight_unit_partial_filled_volume: The amount of volume that has filled up the remaining freight unit used to deliver the product quantities in the basket. Number is rounded to specified number of places in Product Settings.
  • cart_freight_unit_partial_filled_percent: The percentage of space that has filled up the remaining freight unit used to deliver the product quantities in the basket. Number is rounded to integer.

Within the Basket Product Listing area, the following hooks are available to embed within its Basket Header and Basket Products Footer format:

  • cart_view_TotalVolume', "Total volume that all product quantities in the basket take up in space. The volume is calculated based on the rounded depth, width and height dimensions for each product, multipled by quantity, and summed together across all products.
  • cart_view_freight_unit_label', 'Label of the freight unit chosen to package up and deliver all the product quantities in the basket.
  • cart_view_freight_unit_amount', 'The number of freight units required to package up and delivery all the product quantities in the basket
  • cart_view_freight_unit_partial_filled_weight', 'The amount of weight that has filled up the remaining freight unit used to deliver the product quantities in the basket. Number is rounded to specified number of places in Product Settings.
  • cart_view_freight_unit_partial_filled_volume', 'The amount of volume that has filled up the remaining freight unit used to deliver the product quantities in the basket. Number is rounded to specified number of places in Product Settings.
  • cart_view_freight_unit_partial_filled_percent', 'The percentage of space that has filled up the remaining freight unit used to deliver the product quantities in the basket. Number is rounded to integer.


Functionality Affected: Basket Summary and Basket Product Listing content managed web page areas
Impact: Normal

 

 


TOT-4174 - Display stock availability for each back order line in a Customer Account Back Order content managed web page area

On a content managed web page displaying a Customer Account Back Order area, for each item line of a back order loaded into the area from a connected business system, there is now the ability to show the product stock availability, allowing users to be aware of the product lines in the back order where stock may now be available, or how much stock is still unavailable. This can either be shown as a percentage amount, the available stock quantity amount, or as a stock level indicator (such as high, low, none).
Within the Customer Account Back Order's content managed web page area the "Customer Account Back Order Line Item" format can now have the following hooks embedded:

  • back_order_line_stock_level: Displays the level of stock available for the product associated to the back order line. Displays either 'high', 'low', or 'none'. This level is based on the available stock quantity amount given in the back order line data being compared against the match product's stock levels. If no available stock data is given the back order line data, then the level shown is based on only the amount of available stock set against the product in general.
  • back_order_line_stock_available_quantity: Displays the quantity of stock available for the product associated to the back order line. This either displays the available stock quantity amount set within the back order line, or else if not provided then shows the amount of available stock quantity set generally against the matched products.back_order_line_stock_available_percent: Displays the percentage of stock available to cover the product stock quantity set in the back order line. This is calculated based on looking at the back order line's ordered quantity minus the delivered quantity amount, and then compared either to available stock quantity amount set in the back order line, or else if not provided then based on the available stock quantity amount set in general against the matched product.
  • Within Customer Account Back Order area's settings editor, an additional setting labelled "Show Back Order Line Product Stock Data" has been created, only if this setting is set to Yes will each of the back order lines try to be matched up with existing products, and the stock format hooks above be calculated. It's best to leave this setting as No if no stock availability data needs to show in the area, since it avoids additional processing occurring on the server.


Functionality Affected: Customer Account Back Order content managed web page area
Impact: Normal

 

 


TOT-4202 - Express Order Checkout in Order Checkout/Submission content managed web page areas

Within a content managed webpage containing an Order Checkout/Submission area, there is now the ability for users to proceed through the Order Checkout process and skip the Order Details step, if they are assigned to an Express Order Checkout profile. If they are assigned to a profile then on a web page containing a Basket Products Listing area, when the user clicks on a button containing the checkout link, the area will call the server to validate and automatically create an order, using the predefined settings configured for the order based on the Express Checkout profile the user is assigned to. If successful the user will be redirected to the web page containing the Order Checkout/Submission area showing its review format. This allows the user to verify the order and submit it.

Within the Order Checkout/Submission area's Order Review format the following hooks have been added that allow the Order ID/Code and Terms and Conditions checkbox/link to hide or show, based on if the Express Checkout profile the user is assigned to requires this order information to be seen:

  • order_review_display_order_id: Displays either Y or N depending if the the user is allowed to see the order ID.
  • order_review_display_terms_conditions: Displays either Y or N depending if the the user is required to select the Terms and Conditions checkbox and see associated information or not.

Note that if the user is required to see the Terms and Conditions then its checkbox will be automatically selected.Also a part of this improvement the web page URL links have modified to display simpler URLs to reduce complexity in the browser's address bar.

Functionality Affected: Order Checkout/Submission content managed web page area
Impact: Normal

 

 


Bug Fixes


TOT-4154 - Products deals are not being applied to products in basket when Calculate Volume Discounts For All Products In Basket setting set to Yes

On a content managed website, if a product was added to basket and a deal was applicable to the product, and the project's "Calculate Volume Discounts For All Products In Basket" setting was set to Yes, then during the Product Add To Basket process the deal being applied to the product was removed when the each of the basket's products are being recalculated to factor in the total quantity of products in the basket. This only affected deals containing offer types that are not based on the total price of the basket.
Now if a product is added to basket and a deal is applicable to the product, and the project's "Calculate Volume Discounts For All Products In Basket" setting is set to Yes, then during the Product Add To Basket process the deal applicable to the product will be recalculated after each product in the basket has been repriced after factor in total product quantity and volume discounts. Note that this only affects deals containing offer types that are not based on the total price of the basket, and it's important to be aware that this fix then once again allows double discounting of product prices.

Functionality Affected: Product Add To Basket process
Impact: Normal

 


TOT-4167 - Content managed website failing to clone when child web pages exist within Websites Administration Centre interface

After a administrator user logged into the Administration Centre, after clicking on the Websites menu button, then clicking on the Websites menu item, within the Websites interface if they expanded the Web Area Format Libraries tree node, then navigated to a format for any content managed web page area, after opening the Edit Web Page Area Format dialog and changing any of the format settings, then upon clicking the Save button, closing the dialog and reopening it again for the same format, the settings of the format incorrectly did not show the previously saved settings. This occurred for all area formats.
Now closing the dialog and reopening it again for the same format, the settings of the format now correctly load again within the dialog again.

Functionality Affected: Websites Administration Centre interface
Impact: Normal

 


TOT-4184 - Edit Web Page Area Format dialog not loading previously saved settings for content managed web page area formats when reloaded within the Websites Administration Centre interface

After a administrator user logged into the Administration Centre, after clicking on the Websites menu button, then clicking on the Websites menu item, within the Websites interface if they expanded the Web Area Format Libraries tree node, then navigated to a format for any content managed web page area, after opening the Edit Web Page Area Format dialog and changing any of the format settings, then upon clicking the Save button, closing the dialog and reopening it again for the same format, the settings of the format incorrectly did not show the previously saved settings. This occurred for all area formats.
Now closing the dialog and reopening it again for the same format, the settings of the format now correctly load again within the dialog again.

Functionality Affected: Websites Administration Centre interface
Impact: Normal

 


TOT-4187 - Unable save settings within the General tab of Store Settings Administration Centre interface

If a user logged into the Administration Centre, clicked on the Stores menu button, then clicked on the General settings link, then within the Store Settings interface, under the General tab if the user then clicked on the Save button then an error dialog appeared with the a non-specified error "An Error Occurred while updating settings". Now if the user then Clicks on the Save button the settings now correctly are saved if there are no validation issues with the setting values.

Functionality Affected: Stores Administration Centre interface
Impact: Normal

 


TOT-4190 - Model records not appearing when users paginate through the Model Search Listing content managed web page area

Within a content managed web page containing a Model Search Listing area, when the user clicked on the any of the paginator links embedded within the format hook "$search_page_list$" of the header and footer formats, the area would update and incorrectly show no model records.
Now within a Model Search Listing area, when the user clicks on the any of the paginator links embedded within the format hook "$search_page_list$" of the header and footer formats, the area will correctly update and show the next page of model records retrieved from the server.

Functionality Affected: Model Search Listing content managed web page area
Impact: Normal

 

TOTECS Platform Release 16.01

New Features


TOT-4124 - Shopping List Product Quick Add Form content managed web page area

On a content managed web page there is now the ability to allow users to find and add a product to the shopping list, similar to the Basket Product Quick Add Form area. The area is called "Shopping List Product Quick Add Form" and allows users to use a auto-complete search to find a product, matching on a selected product field. Once a product has been selected then its details are able to show, allowing a quantity to be set for the shopping list, then have the ability to add the product to basket. The area supports allowing products to be automatically added to shopping list if a single product is found within the autocomplete and the checkbox option is selected to allow product to be automatically added, such as if using a barcode scanner.
Within the Administration Centre, from the Websites menu, under the Websites interface, when editing a content managed webpage, with the Web Page Editor, the area's settings window can have the following settings configured:

  • Initial Product Search Field: Set the product field that initially selected in the area to match products on with the search value set.Initially Select Add Product To Basket Checkbox: Controls if the checkbox should be initially selected, that controls if the first found product should be automatically added to basket.Select Product Pack Unit: Controls if a product can be purchased in packs, then the pack quantity of a product is added to basket, instead of the individual quantity.Default Product Quantity: Sets the default quantity that is set in the quantity textbox. This avoids the need for the user to type the quantity.
Within the Shopping List Product Quick Add Form area, its "Shopping List Product Quick Add Form" format can have the following hooks embedded within it:
  • quick_add_product_search_field: Input field for entering product code.
  • quick_add_product_quantity_field: Input field for entering product quantity.
  • quick_add_product_add_onclick: javascript function that adds the product to the user shopping list.
  • quick_add_search_field_select: Drop down element that allows a user to select from an allowed product field that they can find products on.
  • quick_add_product_found_div_id: ID to set for the element that displays when a product has been selected.
  • quick_add_product_found_div_class: Name of the CSS class that controls the element that displays when a product has been selected.
  • quick_add_product_allow_add_to_shopping_list_div_id: ID to set for the element that displays when a product has been selected that can be added to shopping list.
  • quick_add_product_allow_add_to_shopping_list_div_class: Name of the CSS class that controls the element that displays when a product has been selected and can be added to a shopping list.
  • quick_add_product_item_id_input: Hidden input that contains the product code of the product that has been selected.
  • quick_add_product_item_id_input_id: ID of the textbox input that contains the product code of the product that has been selected.
  • quick_add_product_is_combination_input: Hidden input that specifies if the selected product is a parent combination product or not.
  • quick_add_product_is_combination_input_id: ID of the hidden input that specifies if the selected product is a parent combination product or not.
  • quick_add_product_not_found_element_class: Name of the CSS class that controls the element that displays when no product could be found when the user performed a search.
  • quick_add_product_not_found_element_id: ID to set for the element that displays when no product could be found when the user performed a search.
  • quick_add_product_stock_quantity_div_id: ID to set for the element that displays the available stock quantity section of the selected product.
  • quick_add_product_stock_quantity_div_class: Name of the CSS class that controls the element that displays the available stock quantity of the selected product.
  • quick_add_product_stock_quantity_element_id: ID to set for the element that displays the available stock quantity of the selected product.
  • quick_add_product_stock_level_div_id: ID to set for the element that displays the available stock quantity level section of the selected product.
  • quick_add_product_stock_level_div_class: Name of the CSS class that controls the element that displays the available stock level of the selected product.
  • quick_add_product_stock_level_image_id: ID to set for the image element that displays the available stock level image of the selected product.
  • quick_add_product_stock_location_quantity_div_id: ID to place into the div that controls the element that displays the available stock quantity of the selected product for the users primary location.
  • quick_add_product_stock_location_quantity_div_class: Name of the CSS class that controls the element that displays the available stock quantity of the selected product for the users primary location.
  • quick_add_product_stock_location_quantity_element_id: ID to set for the element that displays the available stock quantity of the selected product for the users primary location.
  • quick_add_product_stock_location_level_div_id: ID to set for the element that displays the available stock quantity level section of the selected product for the users primary location.
  • quick_add_product_stock_location_level_div_class: Name of the CSS class that controls the element that displays the available stock level of the selected product for the users primary location.
  • quick_add_product_stock_location_level_status_element_id: ID to set for the child element of div with ID quick_add_product_stock_location_level_div_id for the users primary location.
  • quick_add_product_stock_location_level_status_class: Class to set for the child element of div with ID quick_add_product_stock_location_level_div_id for the users primary location.
  • quick_add_product_stock_level_status_element_id: ID to set for the child element of div with ID quick_add_product_stock_location_level_div_id.
  • quick_add_product_stock_level_status_class: Class to set for the child element of div with ID quick_add_product_stock_location_level_div_id.

Functionality Affected: Shopping List Product Quick Add Form content managed page area
Impact: Normal


Improvements


TOT-4017 - Send emarketing emails to users for favourite products that become back in stock

For users logged into content managed websites, there is now the ability for them to elect to receive email notifications, and be informed when products are back in stock that are within their favourites list. This may lead to increased sales since users can then receive the email notification and proceed back to the content managed website to purchase the products that are available again.
Within the Administration Centre, under the Inventory menu, within the Product Editor interface, an additional product field has been added labelled "Stock Available Since Date". The field stores the date that the product become back in stock again, based on a product's stock quantity being set greater than the Stock None level. The date field can be set if a product is a local product, otherwise it will be disabled.
Within the Data menu, within the Data Imports interface, under the Connector Imports tab, when a Products Connector data import is run, it will set the Stock Available Since Date, based on checking if the product's previous stock quantity is less than or equal to a product's Stock None level, and its new stock quantity is greater than the Stock None level. When this occurs the Stock Available Since Date will be set to the current date time. If a product's stock quantity was greater than the Stock None level but is now less than the Stock None level, then the Stock Available Since Date will be cleared. Alternatively the Stock Available Since Date field can be explicitly set with the product data received from the Connector software itself. Within the Text File Imports tab, the Products text file import can also have the Stock Available Since Date within the CSV file data. The field needs to have a date set in either the date formats dd/mm/yy or dd/mm/yyyy, or else be set empty for the Stock Available Since Date field to be cleared for a product. Within the inventory menu, under the Product Search interface, once a product is found, if the Export button is pressed then within the Export Products dialog there is now the ability to select the Stock Available Since Date product field, and include the date field.
Within the Administration Centre, under the Marketing menu, within the Marketing Settings interface, a setting has been added that's labelled "Product Back In Stock Notification Subscription Category". This can be set to one of the User Subscription Categories, that controls the subscription category that users can subscribe to if they wish to receive emarketing emails containing product-back-in-stock information.
Within the Users menu, in the Search Users administration centre interface, in the Advance Search, when the Search Category is set to Marketing, a new search rule has been added labelled "Select active users assigned to subscription category name equal to %value1% with favourite products back in stock in last %value2% hours". This rule can find users who are active, are assigned to a subscription category with the specified name, and contain products in their favourites list that have the Stock Available Since Date product field with a date that exists within a specified number of hours from the current date.
In the Marketing menu, within the Emedia Messaging interface, for an Emedia Email, within the Set Users dialog a User Group can be set up that uses this new user search rule to assign users to receive emarketing emails. This in effect allows users to receive emedia emails when they have favourite products that are back in stock within certain number of hours, and the users are assigned to the user subscription category that indicates that they wish to receive these kind of back-in-stock email notifications.
Within the Emedia Messaging interface for the Emedia item, within the Configure Email Message dialog, when the Send Email As setting is set to Rich Text or Both, then upon clicking on the Modify Web Page button, in the Web Page Editor, adding a new area to the page, in the New Webpage Area dialog, there's now the ability to select Search area type, then the new area type "Email Product Search Listing". This area can display a list of products only in Email based content managed web pages that are embedded within Emedia Emails. The area can have the following settings configured:

  • Display In Area: If set to Favourite Product Stock Available Again, then the area will display a list of products that is with the user's favourites list that they have permission to view based on their assigned inventory role, and has a Stock Available Since Date that is later than the current date minus the hours set in the Stock Available Since Hours setting.
  • Stock Available Since Hours: set the amount of hours that products containing a Stock Available Since Date must be within from the current date.
  • Product Records Displayed: Controls the maximum number of product records that can display within the area. The maximum is 50 records, to ensure that the emails that the area embedded into can be generated fast.
  • Sort Products By: Controls how the product records listed in the area are sorted by.
  • Sort Products Direction: Controls the direction that product records listed in the area sorted by.
  • Product Detail Webpage: Controls the content managed web page that is set within the URL for each product record listed in the area, that takes a user to view the details of the product.
The Email Product Search Listing content managed web page area can have the following formats set:
  • Email Product Search Listing Wrapper
    Displays the overall area contents, including any content wrapping around the list of product records.
  • Email Product Search Listing Record
    Displays the details of each product record embedded within the Emedia product Search Listing area.
On a content managed web page area containing a "User Details/Favourites/Orders" area, the area can now have a drop down element embedded within it that controls if the user is assigned to User Subscription Category, based on the category set with the "Product Back In Stock Notification Subscription Category" marketing setting. This can be used by the user to in effect elect to receive or not receive back-in-stock email notifications. Within the area's "User Detail Form" area format, the format hook "user_receive_product_back_in_stock_notify_select" contains the select element, can be set to either Yes or No, and is saved when a user clicks on an element containing the "userUpdate_onclick" hook.
Using all these combined elements. to send out product back-in-stock notifications using the Emedia Messaging feature the following needs to have been set up:
  • A User Subscription Category is created that indicates that it's to be subscribed by users to receive back-in-stock notifications
  • Active users area assigned to the nominated User Subscription Category to receive back-in-stock email notifications and have "Receive Marketing" setting selected.
  • The user subscription category is assigned to an Emedia Email that has a User Group containing a User Search Rule to find users who have products in their favourites list, and those products have a "Stock Available Since Date" within the last number of hours
  • The Emedia Email content contains a Email Product Search Listing area in its Rich Text web page that has the Display Products In Area setting set to "Favourite Product Stock Available Again", with the "Stock Available Since Hours" setting matching the User Group Rule hours
  • One or more products have the "Stock Available Since Date" with a date set within the number hours from the current date.
Once all these elements have been configured then the Emedia Email can be sent out either manually through the Emedia Messaging administration centre interface, or automatically using the Connector's TOTECS Emedia Email Sendout process. Each email sent out will contain a tailored list of products for each user assigned to the Emedia, for products now back-in-stock based on the time frame outlined.
Registered users can choose to receive future back-in-stock email notifications based on the products they add to their favourites list, as well as by subscribing or unsubscribing to the user subscription category that represents these types of notifications, either from within the Email they receive themselves, as well as through the User Details/Favourites/Orders and Emedia Subscription Form content managed web page areas. Administrator users can also assign/unassign users to receive back-in-stock notifications from within the User Detail administration centre interface, or via the Users text-file data import.

Functionality Affected: Products Connector data import, Product Text File data imports, Product Editor admin centre interface, Product Search admin centre interface, Email Product Search Listing content managed web page area, Emedia Email sendout process, User Details/Favourites/Orders content managed web page area
Impact: Normal


TOT-4052 - Set Domain Keys Identified Mail (DKIM) credentials for all emails sent out

For all emails sent across a project, there is now the ability to include Domain Keys Identified Mail (DKIM) signature key and domain, that identifies the email as being sent from an allowed outgoing email server. This helps the email servers receiving emails to verify that the emails are coming from an allowed sender, and reduces the chances of the emails being bounced or flagged as spam.
For DKIM to work, DKIM private and public cryptographic keys must first be created. This can be done in several ways. One way is to use the OpenSSL console application (that by default is installed in most Linux operating systems) to generate the DKIM keys. To do so open up a console application and enter the following commands:run the following commands:

  • openssl genrsa -out private.key 2048
  • openssl rsa -in private.key -pubout -out public.key
  • openssl pkcs8 -topk8 -nocrypt -in private.key -out private.pem
The private.pem file contains the DKIM Private Key that needs to be placed into the settings within the administration centre as defined below, The public.key file contains the public key that needs to be set up within a DNS text record, where the DNS record is created under the same web domain as the email address being used to send emails from. A DNS sub domain record needs to be set up that contains the DNS txt record, typically this would be default._domainkey.mydomain.com, but it could be eg12345._domainkey.mydomain.com. The "default" or "eg12345" is known as the selector. In the settings below the selector needs to be separated by the @ character, then the domain eg. default@mydomain.com, or eg12345@mydomain.com. The DKIM DNS txt record would have its value set as an example contain the public key like so:
“v=DKIM1; k=rsa; p=MIIBIjANBgkqhkiG9w0BAQEFAAOCAQ...p/JLjis6pmC”
When an email is sent out the DKIM private key and domain is used to sign the email, then the receiving mail server performs a DNS lookup to obtain the public key, and uses it to verify that the signed email is correct. Thus validating that the email came from an allowed sender.
Within the Administration Centre, under the Stores menu, within the General settings interface, a new section labelled "Email Sending" has been added that contains the following settings that are used to set DKIM settings for all non-marketing emails:
  • Sender Email Address: Set the email address that indicates that the sender of all non-marketing email. If this is left empty then the sender will default to the From emaill address.
  • DKIM Domain: Set the DKIM domain and selector that is used to by incoming email servers to validate that the email came from an allow sender. This must also be configured in the DNS text record under the website domain that is used to send the emails from. Set this setting to reduce the changes of emails being blocked. set selector such as default@mydomain.com, that would correspond to default._domainkey.mydomain.com DNS text record with DKIM public key.
  • DKIM Private Key (PKCS8 Text Format): Set the DKIM private key (in the PKCS8 pem text format) that is used to encrypt the DKIM data in the emails sent out, that is validated by incoming email servers to validate that the email came from an allow sender. Ensure this private key was paired with the public key stored in the DNS DKIM text record. Ensure the private key starts with -----BEGIN PRIVATE KEY----- and ends with -----END PRIVATE KEY-----
From the Marketing menu, within the Emedia Messaging interface, upon clicking on the Set Message button for an Emedia Email, in the Configure Email Message the following settings have been added that allow DKIM credentials to be set against the emails being sent out for the specific Emedia. These are optional and if not set then the DKIM TOTECS email credentials will instead be used (the default previous behaviour):
  • Sender Email Address: Set the email address that indicates that the sender of the emedia emails. This may be used by incoming mail servers to verify the sender with. If left empty then the From Email Address will be used instead.
  • DKIM Domain: Set the DKIM private key (in the PKCS8 pem text format) that is used to encrypt the DKIM data in the emails sent out.
  • DKIM Private Key: Set the DKIM private key (in the PKCS8 pem text format) that is used to encrypt the DKIM data in the emails sent out, that is validated by incoming email servers to validate that the email came from an allow sender. Ensure this private key was paired with the public key stored in the DNS DKIM text record. Ensure the private key starts with -----BEGIN PRIVATE KEY----- and ends with -----END PRIVATE KEY-----
From the Websites menu, within the Websites interface, upon clicking on a website domain, in the Website Details page the following settings have been added that allow DKIM credentials to be set against the emails being sent out for the specific content managed website These are optional and if not set then the DKIM project settings will be used instead, or else ignored:
  • Sender Email Address: Set the email address that indicates that the sender of the website emails. This may be used by incoming mail servers to verify the sender with. If left empty then the From Email Address will be used instead.
  • DKIM Domain: Set the DKIM private key (in the PKCS8 pem text format) that is used to encrypt the DKIM data in the emails sent out.
  • DKIM Private Key: Set the DKIM private key (in the PKCS8 pem text format) that is used to encrypt the DKIM data in the emails sent out, that is validated by incoming email servers to validate that the email came from an allow sender. Ensure this private key was paired with the public key stored in the DNS DKIM text record. Ensure the private key starts with -----BEGIN PRIVATE KEY----- and ends with -----END PRIVATE KEY-----

Functionality Affected: Email sendout, Stores Settings admin centre interface, Websites Settings admin centre interface, Emarketing Messaging admin centre interface
Impact: Normal


TOT-4114 - Filter records by current month or previous month within all customer account listing content managed web page areas

On a content managed web page area that displays either a Customer Account Invoice Listing, Customer Account Sales Order Listing, Customer Account Back Order Listing, Customer Account Credit Listing,Customer Account Payment Listing, Customer Account Quote Listing, Customer Account Transaction Listing area, for the dange range drop down there are now 2 additional options to filter records based on the current month or the previous month. Within each of the content managed webpage area editors there is the ability to set this date range options "Current Month", "Previous Month" as the default for the area.
Additionally within the Administration Centre, from the Users menu, in the Customer Accounts interface, upon clicking on the Live Enquiry button, within the Account Enquiry interface, for each tab, within the date drop down filters there are now the 2 options "Current Month" and "Previous Month" to filter the records by.

Functionality Affected: Customer Account Invoice Listing, Customer Account Sales Order Listing, Customer Account Back Order Listing, Customer Account Credit Listing,Customer Account Payment Listing, Customer Account Quote Listing, Customer Account Transaction Listing content managed webpage areas
Impact: Minor


TOT-4115 - Show total invoice amount for the retrieved invoice records within Customer Account Invoice Listing content managed web page area

On a content managed web page area that displays a Customer Account Invoice Listing area, the area's "Customer Account Invoice Listing" format now contains a format hook labelled "invoices_total_inc_tax" that can show the aggregate total pricing of all retrieved invoice records, inclusive of tax within the area's Customer Account Invoice Listing format. The aggregated pricing hook rounds the pricing to specified number of decimal places controlled by the "Account Enquiry Record Price Decimal Places" setting within the Administration Centre's Stores settings interface, under the Accounting tab.
Note that this functionality is limited to aggregating pricing data to only the invoices that have been retrieved from the external business system.

Functionality Affected: Customer Account Invoice Listing content managed webpage area
Impact: Minor


TOT-4126 - Reset map zoom level after Distance Limit drop down has changed in Location Finder content managed web page area

On a content managed web page containing a Location Finder content managed web page area, if the area's Location Finder format contains the $search_distance_limit$ hook embedded within it, then when the hook's Distance Limit drop down has a value selected, then the zoom level of the map will change to fit the locations found within the selected distance.
Note that that Google's map API contains a limit on how many locations it can calculate distance from an address location given. As such only the nearest 24 locations will display on the map once an address or location has been specified within the Location Finder search form. This means that the user may set a larger distance that could have more than 24 locations available to show in the map, however only the first 24 locations will show. It may be best to display a message to indicate this existing limitation.

Functionality Affected: Location Finder content managed webpage area
Impact: Normal


TOT-4136 - Display customer account own addresses in Addresses drop down in User Details/Favourites/Orders content managed web page area

On a content managed web page area that displays a User Details/Favourites/Orders area, if the area is displaying the User Details form, in the Addresses drop down it now shows active addresses that belong to the customer account that have not been created by any user (such as if the addresses were imported against a customer account). This will also allow sales rep users to see the customer account own addresses, useful when managing customer accounts.
For these customer account "own" addresses the user is not be able to modify, or delete these addresses. Within the area's "User Detail Form" format, elements that allow to update or delete the selected address can be hidden or shown by utilising the following format hooks:

  • address_update_class: CSS class name used to control if a Update Address button element should hide or show, allowing the user to save changes to the selected address. Contains either value update_address_Y or update_address_N
  • address_update_element_id: Set within the ID of an element to control if a Update Address button element should hide or show, allowing the user to save changes to the selected address by controlling the element class.
  • address_delete_class: CSS class name used to control if a Delete Address button element should hide or show, allowing the user to delete the selected address. Contains either value delete_address_Y or delete_address_N
  • address_delete_element_id: Set within the ID of an element to control if a Delete Address address update button element should hide or show, allowing the user to delete the selected address by controlling the element class.
Use these hooks to wrap around Update or Delete Address buttons to control if the buttons should display or hide, based on whether the user is able to modify their own address, or not modify an address that is set against their assigned customer account instead.

Functionality Affected: User Details/Favourites/Orders content managed webpage area
Impact: Normal


TOT-4138 - Automatically select product if only 1 product is found within the Product Quick Add Form content managed web page area

On a content managed web page that contains a Product Quick Add Form area, if the user types a search value into the autocomplete text box, if only one product is found in the autocomplete then the product will be automatically selected and loaded into the form, and focus onto the quantity box (or add the product to basket if the checkbox is selected to allow this). This avoids the user needing to press the enter key or select the product in the autocomplete, allowing products to be added to basket faster.

Functionality Affected: Product Quick Add Form content managed webpage area
Impact: Normal


TOT-4141 - Product Deals and Vouchers deal offer to discount products when a given quantity of combined products belong to the same parent combination product

Within the Product Deals and Vouchers feature, 2 new product deal offer types have been added that allows a user to get a given percentage off, or set price off the un-discounted price of products within their basket, when the products belong to a same parent combination product, and the quantity of those products combined exceeds a specified quantity threshold. This in effect allows users to get deals on products, when they purchase products in volume within each product combination.
Within the Administration Centre, under the Marketing section, within the Product Deals and Vouchers interface 2 new product deal offer types have been added to the Offer drop down, and within the Set Deal Detail dialog, these offers are:

  • Buy Over X Quantity Of Products Belonging To The Same Parent Combination Product, Get Product For Y Percent Off Price
  • Buy Over X Quantity Of Products Belonging To The Same Parent Combination Product, Get Product For Price Y
When these deal offers of are redeemed by applicable users, deal checks will be made to see if any products in the basket are assigned to a same parent combination product, if so then calculate the quantity of those products in the basket linked together, and if the aggregated quantity exceeds the quantity specified in the deal offer, then apply either a percentage off the product's price, or else set the fixed product price set in the deal if cheaper. If a product in the basket is assigned to multiple parent combination products, then the first parent product found will be compared against.
Note that this kind of deal offer may slow down Add To Basket and Login processes when many child products are added to basket, and the additional deal offer checks need to be made for each product in the basket.

Functionality Affected: Product Deals and Vouchers Administration Centre interface, Product Add To Basket process, User Login process, Order Checkout process
Impact: Normal


TOT-4147 - Profile and view server loading times of a content managed web page

For a content managed web page being requested, there is now the ability to profile and view the server loading times for the different aspects of the web page, before the server returns the final web page back to the web browser for rendering. This allows website implementors and administrators to gain greater insight as to why a web page takes time to load, as well as understand which components of the web page may be causing longer load times.
Within the Administration Centre, from the Websites menu, within the Websites interface, upon right clicking on a webpage and clicking the Properties context menu item, within the Edit Webpage Properties dialog. a setting has been added labelled Enable Webpage Profiler. If set to Yes, then when a content managed webpage is loaded, the Webpage Profiler will popup containing the time taken for the server to load the overall webpage, as well as as how long it took for each web page area to load, overall time for each web page container, and time it takes to create a new guest session if a session doesn't already exist for the user. Using these numbers allows website administrators to determine which areas may be taking longer time to load, and look at how those areas are configured, and whether area caching should be turned on to reduce web page load times.
It's highly recommended to leave the "Enable Webpage Profiler" webpage setting to No, unless profiling is actively being used, otherwise website users may also see web page profiling and not understand why the profiler is appearing.

Functionality Affected: content managed web pages
Impact: Normal


TOT-4149 - Product Deals and Vouchers deal offer to discount products by price or percentage when total quantity of products in basket belong to the same deal

Within the Product Deals and Vouchers feature, 2 new product deal offer types have been added that allows a user to get a given percentage off, or set price off the un-discounted price of products within their basket, when the combined quantity of products in the basket are assigned to the same deal and the aggregated quantity exceeds a specified quantity threshold. This in effect allows users to get deals on products, when they purchase a volume of any applicable products that have a combined quantity over a certain threshold. These applicable products could come from certain product categories, classes, attributes, or overall global inventory, all controlled by utilised using existing product search rules.
Within the Administration Centre, under the Marketing section, within the Product Deals and Vouchers interface 2 new product deal offer types have been added to the Offer drop down, and within the Set Deal Detail dialog, these offers are:

  • Buy Over X Total Quantity Of Products In Deal, Get Product For Y Percent Off Price
  • Buy Over X Total Quantity Of Products In Deal, Get Product For Price Y
When these deal offers of are redeemed by applicable users, deal checks will be made to see if any products in the basket are assigned to a same deal, if so then calculate the quantity of those products in the basket linked together, and if the aggregated quantity exceeds the quantity specified in the deal offer, then apply either a percentage off the product's price, or else set the fixed product price set in the deal if cheaper.

Functionality Affected: Product Deals and Vouchers Administration Centre interface, Product Add To Basket process, User Login process, Order Checkout process
Impact: Normal


TOT-4150 - Product search rules to find products assigned to product combinations within the Product Search and Product Deals and Vouchers Admin Centre interfaces

Within the Administration Centre, under the Inventory menu, within the Product Search interface, a new advanced search category has been added called "Product Combinations". This search category contains 3 new search rules, which are:

  • Select all products assigned to parent combination products with parent %value1% %value2% %equaling% %value3%
  • Finds all products that are assigned parent combination products that match the selected product field and value given.
  • Select all products assigned to parent combination products and combination profile name %value1% %equaling% %value2%
  • Finds all products that are assigned parent combination products that are assigned to the combination profile with the given name
  • Select all products assigned to parent combination products with parent assigned to category %value1% %value2% %equaling% %value3%
  • Finds all products that are assigned parent combination products, and the parent combination product is assigned to categories that match the selected category field and value given.
These product search rules can also be used within the Product Deals and Vouchers interface when assigning products to a deal.

Functionality Affected: Product Search administration centre interface, Product Deals and Vouchers administration centre interface
Impact: Normal


TOT-4151 - Canonical link tag webpage template hook for content managed webpages loading product detail URL with referencing category

On a content managed web page being loaded for a product, and the URL contains a query string that contains a referencing category that the request originated from, there is now the ability to embed into the head of the web page template a link tag, that contains a canonical URL without the any of the URL query string parameters. This help aids search engines to not separately rank product detail based pages that display the same product, when the URLs of the product contain differing query string parameters. This may help increase search rank for product detail pages.
Within the Administration Centre, under the Websites menu, within the Websites interface, upon clicking on a web page html template, and within the Webpage Template Properties dialog clicking on the Edit link, in the Edit Webpage Template Content dialog, the following hook can be embedded within the head of the web page template.
webpage_canonical_meta_link
The hook will output a canonical link tag containing the webpage URL if the webpage's URL matches a product, and the URL contains the parameter "ref_cat_id". If these conditions are not met then the template hook will be blank.

Functionality Affected: Content managed web page load
Impact: Normal


Bug Fixes


TOT-4123 - Customer Account Connector data import fails to complete when a new duplicate customer account record is imported

After an administrator user logged into the Administration Centre, clicked on the Data menu, then clicked on the Data Imports menu item. Within the Data Imports interface, under the Connector tab, if the Customer Accounts data import was selected and run, and the customer account record imported contains duplicate records that each have payment types assigned to each record, then the data import may have failed in the post import process and return the error: " a foreign key constraint fails (`kwtdb`.`account_payment_type`, CONSTRAINT `FK_account_payment_type_2` FOREIGN KEY (`Account_id`) REFERENCES `account_base` (`Account_id`) ON DELETE CASCADE ON UPDATE CASCADE)".
Now if the Customer Accounts data import is selected an run, and the customer account record imported contains duplicate records that each have payment types assigned to each record, then the data import is now able to correctly handle the duplicate records and allow the data import to complete. This issue is caused when dupicate customer account records exist that each have the same payment types assigned to the duplicate records. The data import correctly checks if a payment type has been assigned to the customer account record imported, and avoids trying to assign the payment type again.

Functionality Affected: Customer Accounts Connector data import
Impact: Major


TOT-4146 - Customer Account details not correctly displaying within User Detail content managed web page area when sent out within a Emedia Email

On a content managed web page that is linked to Emedia Email. If the web page had a User Detail area embedded within it, the customer account code and any other customer account details were embedded within the area's format, then when the Emedia Email is sent out, the customer account shown incorrectly displayed as the customer account that was assigned to the administrator user who sent out the Emedia.
Now when the Emedia Email is sent out, the customer account shown now correctly displays as the customer account assigned to the user who is receiving the email.

Functionality Affected: Emedia Email Sendout process
Impact: Normal

TOTECS Platform Release 16.00

New Features


TOT-4090 - Integrate order checkout/submission with EFM Logistics freight provider

Within either the Trade interface or in a content managed website, after a user has added products to basket, then when they proceed through order checkout, in the checkout process there is now the ability to integrate into FlipGroup's OneFlo freight system to optionally calculate freight cost and carrier selection by calling OneFlo's system, as well submitting a confirmed order to OneFlo's freight system's, where consignments can be raised with freight carriers to deliver the ordered products.
OneFlo allows organisations to setup relationships with many freight carriers and allows us to use their webservice to obtain freight prices from all available freight companies to the organisation. Additionally OneFlo can have consignment notes created, which are then attached to the packaged goods when packed, and allow the goods to be tracked. Orders sent across to OneFlo can either be imported as orders that require staff to complete, by confirming freight unit and other details. Alternatively orders can be imported as consignment notes that already have most key information set, including freight carrier and freight unit. An account will need to be created within OneFlo's system first, and API credentials determined, before setting up a TOTECS project to push data across to OneFlo's system.
Within the order checkout process, OneFlo system may optionally be used to allow users to select from freight carriers that OneFlo's system has found, based in address data given and dimensions/weights of products being set. If used this can then optionally allow the order's freight surcharge to be accurately be set, using freight costs given by the carrier.
Within the Administration Centre, under the Stores menu, within the Freight Providers setting interface, a number of additional settings have been created.The "Send Freight Orders To 3rd Party Freight Provider" setting now has an option "OneFlo - Order". If set this allows orders submitted to be pushed across to OneFlo's system, to be completed and then create freight consignments for.A new setting labelled "Get Carrier Selection From Freight Provider" that controls the freight provider that should be called to obtain the list of freights carriers and costs used during the order checkout process, if the "Freight Provider Calculate Order Freight Surcharge" is set to Yes. By default if the "Send Freight Orders To 3rd Party Freight Provider" setting was set to a Smartfreight option then the "Get Carrier Selection From Freight Provider" will be set to Smartfreight as well.A new settings section has been added labelled "Freight Provider - OneFlo" that allows the following settings to be configured and required for requests made to OneFlo's system:

  • OneFlo Account Number: Set the number/ID of the account in OneFlo's system to use to authenticate and push freight orders into OneFlo's system with. This can be obtained after registering an account with OneFlo.
  • OneFlo Web Service API URL: URL of OneFlo's system to call its API. By default this will already be set, but in the future OneFlo may change their API domain in the future. Note only set the domain without the https protocol or any other relative URLs.
  • OneFlo Web Service API Key: Key/password of OneFlo's system to authenticate against its API. This will need to be obtained by talking to OneFlo or obtaining it from it's system.
A new settings section has been added labelled "Freight Units". Many of the freight units settings have been moved from the "Freight Provider - SmartFreight" section to this section. These freight unit settings determine the freight units used to bundle up, cost, and deliver the ordered goods for both Smartfreight and OneFlo's systems. For each freight unit there are now settings to set the unit's width, height, and depth. These are required to be set if OneFlo's system is being used.Within the Order Surcharges administration centre interface, the Action rule labelled "Set freight charge from Smartfreight" has now been changed to "Set freight charge from freight provider carrier selection". This reflects that the cost of the freight surcharge may be determined based on specified freight provider (Smartfreight or OneFlo) based on the "Get Carrier Selection From Freight Provider" setting. The rule behaves the same way where it will set the cost of the freight surcharge for the selected freight, obtained after calling the freight provider system to obtain its cost.
Note that when an order is sent to OneFlo's system it returns no reference ID back, as such no Consignment Number or Freight Provider Reference Code will be set against the order. The default reference set in the order used by OneFlo will be TOTECS order code. This may be the primary way to identify the order within OneFlo's system. OneFlo's system also does not accept orders resent to it that contain the same reference code. If this is required then the original order may need to be removed from OneFlo's system before resending the order again from within the Administration Centre's Orders interface.

Functionality Affected: Order Submission, Order Checkout
Impact: Normal


TOT-4122 - REST API endpoint to trigger sending out an Emedia Email from 3rd party software

Within the TOTECS platform's API (Application Programming Interface) there is now an API endpoint that supports being able to send out an Emedia Email called from external software. This will allow emails to be triggered to send out at scheduled times using software such as the Connector software to do so. This may allow any type of Emedia Email to be sent out on schedule basis (such as emails covering topics such as weekly product deals etc..) without requiring administrator users to login to the Administration Centre to trigger the Emedia being sent.

Functionality Affected: API, Emedia Emails Sendout
Impact: Normal


Improvements


TOT-4117 - Display drop down to allow all shared shopping lists for sales rep users to be shown within a Shopping Lists Listing content managed web page area

On a content managed web page displaying a Shopping Lists Listing area for a user who is a sales rep, there is now the ability to embed a format hook that gives the user drop down options to either see only shopping lists shared to them based on their current assigned customer account, or show all shopping lists shared across all the customer accounts they have access to. This filtering option is only be able to be used when the Sales Rep feature is turned on, the user is a sales rep, the Shopping List Sharing feature is turned on, and the user has facility role permission "View Shared Shopping Lists" set to allow.
Additionally the area is also now able to show shopping lists shared to the sales rep that has been shared to them. For each shopping list shared there's the ability to show additional data of the shopping's lists owning user.
Within the Shopping List Listing content managed webpage area's "Shopping List Listing" format, the following hooks have been added:

  • shoppinglist_show_shared_filter: Either Y or N. If Y then the user is allowed to filter shopping lists shared with them. This may be used to hide or show the shared filter select element in the following hook.
  • shoppinglist_shared_filter_select: Select drop down element that allows the user to filter shared shopping lists, based on the active customer account if the user is a salesrep, or show all shopping lists
Within the "Shopping List Detail" format the following hooks have been added:
  • shoppinglist_owner_login_id: Login ID of the user who shared the shopping list. Only displays if the shopping list is shared from another user.
  • shoppinglist_owner_account_id: Account ID of the user who shared the shopping list. Only displays if the shopping list is shared from another user.
  • shoppinglist_owner_contact: Contact name of the user who shared the shopping list. Only displays if the shopping list is shared from another user.
  • shoppinglist_owner_email: Email of the user who shared the shopping list. Only displays if the shopping list is shared from another user.
  • shoppinglist_relationship: Displays either MINE, SHARED_TO_ME, or SHARED_BY_ME. Indicates if the shopping list is owned by the user (MINE), it was shared to another user (SHARED_BY_ME), or another user has shared the shopping list (SHARED_TO_ME)

Functionality Affected: Shopping Lists Listing content managed web page area
Impact: Normal


TOT-4120 - Allow sales rep users to share shopping list by Account ID or Login ID within the Shopping List Sharing Form content managed web page area

On a content managed web page displaying a Shopping List Sharing Form area for a user who is a sales rep, and has permission to share shopping lists, as well as view account users with the "View Customer Account Users" facility role permission, there is now the ability for the user to find other users to share a list with, based on matching the Account ID or Login ID of the user. A drop down element can optionally be displayed where the sales rep user can choose the method to find and match a user on, either Email, Account ID, or Login ID. The existing "shoppinglist_share_email_field" can then be used instead to type an Account ID or Login ID to find users on.
Within the Shopping List Sharing Form content managed web page area's "Shopping List User Sharing Form" format the following hooks have been added:

  • shoppinglist_salesrep_allow_share: Either Y or N. If Y then the user is a salesrep who is allowed to the find and share the shopping list to existing users. This can be used to control if the shoppinglist_share_search_type_select hook to display or not.
  • shoppinglist_share_search_type_select: Select element that controls how salesrep users can search for users to share the shopping list with, based on the user field selected.

Functionality Affected: Shopping List Sharing Form content managed web page area
Impact: Normal


TOT-4121 - Dynamically load and paginate records within the Payments Admnistration Centre interface

Within the Administration Centre, under the Stores menu, within the Payments interface, for the payment records loaded within the table, the table now only loads the number of payment records that are need to display for a full page.
Any subsequent pagination will need to call the server to load the next page of records. This can dramatically speed up the payments loading, especially when over 1000 or 10,000 payment records exist.

Functionality Affected: Payments Administration Centre interface
Impact: Normal


TOT-4099 - Additional customer account content managed webpage global format hooks that update when user switches customer account

On a content managed website, for any area, the following global format hooks can now be embedded within any content managed web page area, Each of these global format hooks will change their values when a user switches between customer accounts, showing details of the current customer account in use. Within the Administration Centre, under the Websites menu, within the Websites interface, when modifying a web page area format, in the Edit Web Page Area Format dialog the following hooks are now listed within the Global Format Hooks tab:

  • SES_account_authority_number: Authority number (such as ABN, NZBN, ACN) set for the customer account that the user is assigned to.
  • SES_account_contact: Name of the contact set for the customer account that the user is assigned to.
  • SES_account_email: Email address set for the customer account that the user is assigned to.
  • SES_account_address_primary_contact: Name of the contact associated to the primary address of the customer account in use in the user's session.
  • SES_account_address_primary_org_name: Name of the organisation associated to the primary address of the customer account in use in the user's session.
  • SES_account_address_primary_address1: First address field of the primary address of the customer account in use in the user's session.
  • SES_account_address_primary_address2: Second address field of the primary address of the customer account in use in the user's session.
  • SES_account_address_primary_address3: Third address field of the primary address of the customer account in use in the user's session.
  • SES_account_address_primary_address4: Fourth address field of the primary address of the customer account in use in the user's session.
  • SES_account_address_primary_country: Country of the primary address of the customer account in use in the user's session.
  • SES_account_address_primary_postcode: Postcode of the primary address of the customer account in use in the user's session.
  • SES_account_address_primary_phone: Phone number of the primary address of the customer account in use in the user's session.
  • SES_account_address_primary_fax: Fax number of the primary address of the customer account in use in the user's session.

Functionality Affected: content managed webpage
Impact: Normal


TOT-4103 - Setting to always reload page for a new search within the Product Search Form (Using Search Profiles) content managed web page area

On a content managed web page display a Product Search Form (Using Search Profiles) area, f a search is triggered in the area and the area's "Search link to target page" setting matches the same page that the area displays on, then there is now a setting that allows the search to trigger a full web page reload if set to yes. This can always ensure that the elements on the web page are fully reloaded, as well as the URL updates with the new search.
After logging into the Administration Centre, under the Websites interface, upon editing a web page that contains a Product Search Form (Using Search Profiles) area, in the area's Settings window a setting labelled "Search Reloads Web Page". If the setting is set to Yes, then when the area is loaded on the webpage, any time the area is triggered to perform a new search it will cause the web page URL to change and fully reload.

Functionality Affected: Product Search Form (Using Search Profiles) content managed web page area
Impact: Normal


TOT-4105 - Format hooks to paginate to first and last results pages within content managed web page areas containing next and previous paginators

On a content managed web page displaying Product Search Results Listing, Category Listing, Model Search Listing, Basket Listing and Customer Account Contract Detail areas, there is now the ability to allow the user to paginate to the last page of records found, as well as to the first page of records. This allows users to navigate back to the top or bottom of the listings more easily and quickly.The following format hooks have been added to each area:
Product Search Results Listing area
Product Search Header and Product Search Listing Footer formats

  • view_first_search_page_anchor: Anchor tag to click through to the first page of the search product list.
  • view_last_search_page_anchor: Anchor tag to click through to the last page of the search product list.
Category Listing area
Category Listing Header and Category Listing Footer formats
  • view_first_category_page_anchor: Anchor tag to click through to the first page of the category list.
  • view_last_category_page_anchor: Anchor tag to click through to the last page of the category list.
Model Search Listing area
Model Search Listing Header and Model Search Listing Footer formats
  • view_first_search_page_anchor: Anchor tag to click through to the first page of the search model list.
  • view_last_search_page_anchor: Anchor tag to click through to the last page of the search model list.
Basket Listing area
Basket Header and Basket Products Footer formats
  • basket_products_first_page_class: CSS class that specifies if the first page of basket product records can be loaded.
  • basket_products_last_page_class: CSS class that specifies if the last page of basket product records can be loaded.
  • basket_products_first_page_anchor: Anchor tag to click through to the first page of the basket products list.
  • basket_products_last_page_anchor: Anchor tag to click through to the last page of the basket products list.
Customer Account Contract Detail area
Customer Account Contract Detail format
  • product_records_first_page_class: CSS class that specifies if the first page of product records can be loaded.
  • product_records_last_page_class: CSS class that specifies if the last page of product records can be loaded.
  • product_records_first_page_onclick: javascript function that allows the first page of product records to load
  • product_records_last_page_onclick: javascript function that allows the last page of product records to load

Functionality Affected: Product Search Results Listing, Category Listing, Model Search Listing, Basket Listing, Customer Account Contract Detail content managed web page areas
Impact: Normal


TOT-4106 - Include product stock level with data passed to AFTER_PRODUCT_ADD_TO_BASKET content managed webpage event function

On a content managed web page that has implement custom javascript that is listening to when a product was successfully added to basket, using AFTER_PRODUCT_ADD_TO_BASKET web page event function. the basket product data returned in the 2nd argument of the basket's listener function now includes the product's new stock level, factoring in the overall available stock quantity of the product minus the quantity of the product that was added to basket. The data can be found in the attribute named "productStockLevel", and will contain the values, high, low or none.

Functionality Affected: Add To Basket content managed web page javascript
Impact: Normal


TOT-4110 - Allow users to assign other customer account users to review an order within the Order Checkout/Submission content managed web page area

On a content managed web page that contains a Order Checkout/Submission area, there is now the ability to allow users to assign another user to review the order once it has been submitted, if the user is assigned to a facility role with the "View and Submit Quoted Orders" permission set to allow.
After the user has logged in and proceed to a web page containing a Order Checkout/Submission area, in the Order Details a checkbox can be embedded that specifies that a user should be assigned to review the order. Additionally a drop down form element can display a list of users assigned to the same customer account that can be selected. Once the checkbox and user has been selected, then on the Order Review stage the reviewing user's login ID can be displayed. Upon the order being submitted the reviewing user will receive an email advising of the order that is pending their approval, using the existing review email and process.
Within the area's Order Details Form format the following hooks have been added:

  • order_user_review_allow: Either Y or N. If Y then a user is allowed to be assigned to review the order.
  • order_user_review_select: Select form element containing a list of users that can be assigned to review the order.
  • order_user_review_checkbox: Checkbox form element that indicates if a user should be assigned to review the order.
Within the area's Order Review format the following hooks have been added:
  • _PO_ReviewerLoginID: Login ID of the user who is assigned to review the order.
  • _PO_ReviewerUserAssigned: Either Y or N. Set to Y when a user is assigned to review the order. This could be used to hide or show the reviewer login ID depending on if a user is assigned or not.

Functionality Affected: Order Checkout/Submission content managed web page area
Impact: Normal


TOT-4111 - Search models on attribute value within the make/model autocomplete search box in Model Search Form content managed web page area

On a content managed web page displaying a Model Search Form area, when a user is using the make/model autocomplete search box to find matching models, there is now the ability to optionally match on models that contain an attribute value that matches the search text given. If a match is found then then the ranking of the model is is higher than all other ranking factors. This allows specific search terms to be set against models that be used to show more relevant models to the user.
Additionally the area now contains a setting that allows the first record in the make/model autocomplete list to not be selected by default. When set the enter key press instead trigger a make/model search to occur instead, taking the user to the content managed web page used to display a list of matching models.
The area's model search autocomplete now ranks higher models that match attribute keyword values given. Previously it was possible that model could be ranked higher if the words matched in the text were highly correlated to the model's name.
Within the Administration Centre, under the Websites interface, for a content managed web page, within the Web Page Editor page, for Model Search Form area, in the Area Settings window the additional settings have been added:

  • Model Auto Complete Ranking Attribute - Allows user to select a model attribute that will be used by the make/model autocomplete to optionally match models on and rank up higher compared to other types of matched.
  • Model Auto Complete Select First Record - If No then the first make/model record in the make/model autocomplete results is not selected.
Within the area's Model Search Form format, 2 additional hooks have been added that allow a make/model autocomplete search to be triggered with an onclick event (such as via a button or link).
  • make_model_autocomplete_input_id: ID of the make/model autocomplete textbox input used to type search text in. Place within the text input where the user enters the search text.
  • make_model_autocomplete_search_onclick: Javascript function to trigger a make/model search to occur with the value set in the autocomplete input. This hook depends on an text input existing with the make_model_autocomplete_input_id hook set within its ID attribute,

Functionality Affected: Model Search Form content managed web page area
Impact: Normal


TOT-4116 - Allow an empty shopping list to be created from the Shopping List Products Import Form content managed web page area

On a content managed web page that displays a Shopping List Products Import Form area, in the area it has ability to create a new empty shopping list when configured. This allows a shopping list to be created without requiring products to be in the user's basket initially.
Within the area's "Shopping List Product Import Form" format an additional hook has been added labelled "shoppinglist_create_empty_onclick" that contains a javascript function that calls for a new shopping list to be created without any products in it. After the shopping list has been created any Shopping List Listing areas will reload to show the new shopping list.

Functionality Affected: Shopping List Products Import Form content manged web page area
Impact: Normal


Bug Fixes


TOT-3966 - Add To Basket and User Login taking very long time to load when user has a product deal applied to basket and the product is applicable to more than one "basket total" based deals

If a user logged into a content managed website or the Trade interface and the 'Re-price Basket Products On Login, Basket Switching And Order Checkout' setting is set to 'Yes', if the user had a product in their basket, and that product was assigned to one or more active deals that had the offer type set to one of the following:

  • Buy Over X Price Of Basket Total (Ex. Product Redeemed), Get Product For Price Y
  • Buy Over X Quantity Of Total Basket Products (Ex. Product Redeemed), Get Product For Price Y
  • Buy Over X Quantity Of Total Basket Products, Get Product For Price Y
  • Buy Over X Price Of Basket Total (Ex. Product Redeemed), Get Product For Y Percent Off Price
  • Buy Over X Price Of Basket Total (Ex. Product Redeemed), Get Product At Price Level Y
  • Buy Over X Quantity Of Total Basket Products (Ex. Product Redeemed), Get Product For Y Percent Off Price
  • Buy Over X Quantity Of Total Basket Products, Get Product For Y Percent Off Price
  • Buy Over X Price Of Total Basket Products (Before Discounts), Get Product For Y Percent Off Price
  • Buy Over X Price Of Total Basket Products (Before Discounts), Get Product For Price Y
Then each time the products in the basket had the deals checked (such as on login, checkout, add to basket, remove from basket, clear basket) it would cause additional basket deal records to be created in the back end database. This in turn would cause checks on those basket deal records when the next time the deals were recalculated, which in turn would lead to even more basket deal records being created. This compounding nature eventually would make it impossible for the user to login, checkout or clear their basket.
A fix has been applied to correctly ensure that if a deal is being applied or reapplied to product in the basket, that it correctly removes the previous basket deal records. Additionally more checks have been added to avoid the duplicate basket product records being iterated through.
Note that for existing baskets, if such basket deal records exist with the offer types listed above, then in may take more time for the login's, checkout and clearing the basket to occur for the first time, since the duplicate basket deal records will be deleted. This could take up to 20 seconds to delete.
Note this change may also clear deals from user's baskets that were no longer valid, but had been incorrectly left in the user's basket.

Functionality Affected: User Login process, Product Add To Basket process, Order Checkout process
Impact: Major


TOT-4098 - basket_record_user_owns_basket format hook incorrectly displaying N for baskets that a user owns within a Basket Selection content managed web page area

From a content managed web page containing a Basket Selection area, for each basket listed, in the Basket Selection Record format the record hook $basket_record_user_owns_basket$ would incorrectly output 'N' for a basket a user has created and is not actively using. Now correctly outputs 'Y' for a basket a user created and it belongs to.
An additional format hook has been added to the Basket Selection Record format labelled "basket_record_user_can_delete_basket" that outputs either 'Y' if the user has permission to delete the basket or 'N' if the user doesn't have permission to delete the basket. Note that this format hook differs to the basket_record_user_owns_basket hook since it does not indicate whether the user can deleted the basket or not, based on if they are actively using the basket.

Functionality Affected: Basket Selection content managed webpage area
Impact: Normal


TOT-4109 - Payment records failing to load after clicking on Unsent Payments alert link from the Administration Centre home page

After a user logged into the Administration Centre, if they saw an Alert message to view unsent payments, orders, or freight orders, the link to the corresponding administration centre interface had it set to the insecure domain. Because of this the Payments or Orders interface was unable to correctly load.
Now the link to the corresponding administration centre interface is now set to use the secure domain. This ensures that the Payments and Orders interface correctly load.

Functionality Affected: Home Administration Centre interface
Impact: Minor

TOTECS Platform Release 15.02

New Features


TOT-4092 - REST API endpoint to export product images

The Data API in the platform has now been modified to allow administrator users and normal users to export product image reocrds programmatically from a project.
This can allow 3rd party customer systems to obtain all product image data in their own website, squizz, or business systems by using the data API to export the data.
Within Administration Centre interface under the Data menu, in Data API it will now display logs of requests that are made to the API to obtain product image data. This allows administrators to see which users are exporting image data.
When product image data is exported from the API, the product images that are returned from the API endpoint will be limited to the products that are active and the images that are active. Additionally if a non admin user is calling the API endpoint then they will be only be able to retrieve images for products that they are allowed to view, based on their assigned inventory role and contracts. Also within the User Permissions Administration Centre interface, in the Facility Role details the permission "Data API Product Image Export" has been added. For non admin users this permission must be set to allow to allow them to export product images from the API.

Functionality Affected: Product Images data export API endpoint
Impact: Normal

 


TOT-4093 - REST API endpoint to export category images

The Data API in the platform has now been modified to allow administrator users and normal users to export categoery image records programmatically from a project hosted on the TOTECS platform.
This can allow 3rd party customer systems to obtain all category image data in their own website, squizz, or business systems by using the data API to export the data.
Within Administration Centre interface under the Data menu, in Data API it will now display logs of requests that are made to the API to obtain category image data. This allows administrators to see which users are exporting image data.
When category image data is exported from the API, the category images that are returned from the API endpoint will be limited to the categories that are active and the images that are active. Additionally if a non admin user is calling the API endpoint then they will be only be able to retrieve images for categories that they are allowed to view, based on their assigned inventory role and contracts. Also within the User Permissions Administration Centre interface, in the Facility Role details the permission "Data API Category Image Export" has been added. For non admin users this permission must be set to allow to allow them to export category images when calling the API.

Functionality Affected: Category Images data export API endpoint
Impact: Normal

 


TOT-4095 - REST API endpoint to export categories

The Data API in the platform has now been modified to allow administrator users and normal users to export category tree records, category records and assigned product mappings programmatically from a project hosted on the TOTECS platform.
This can allow 3rd party customer systems to obtain all category data in their own website, squizz, or business systems by using the data API to export the data.
Within Administration Centre interface under the Data menu, in Data API it will now display logs of requests that are made to the API to obtain category data. This allows administrators to see which users are exporting category data.
When category data is exported from the API, the categories that are returned from the API endpoint will be limited to the categories that are active. Additionally if a non admin user is calling the API endpoint then they will be only be able to retrieve categories that they are allowed to view, based on their assigned inventory role and contracts. Also within the User Permissions Administration Centre interface, in the Facility Role details the permission "Data API Category Export" has been added. For non admin users this permission must be set to allow to allow them to export category data when calling the API.

Functionality Affected: Categories data export API endpoint
Impact: Normal

 


Improvements


TOT-4041 - Track and display recently viewed products within the user's session in a Product Search Results Listing area

On a content managed website there is now the ability for users to able to view a list of recently viewed products that they have previously viewed within a content managed web page containing a Product Detail area, in a single user session. When a content managed web page displays a product within a Product Detail area, the product will be added to a list of recently viewed products in the user's session. Within the Administration Centre under the Inventory menu, in the Product Settings interface, a setting labelled "Session Recently Viewed Products Limit" has been added that controls the maximum number of products that can be stored in the user's Recently Viewed Product List. Once the list has been filled up then it remove the earliest viewed product within the list.
On a content managed web page displaying a Product Search Results Listing area, the area's "Display In Area setting" a radio option labelled "Session Recently Viewed Products" has been added that allows the list of products in the session's recently viewed list to display in the area. This allows each product to show data and formatting using the area's existing formats, as well as existing settings to control the sorting, and number of products that display in the area, among other settings. Note that the list will always sort the products from the last viewed to earliest viewed.

Functionality Affected: Product Detail content managed web page area, Product Search Results Listing content managed web page area
Impact: Normal

 


TOT-4061 - Make/model autocomplete search box within Model Search Form content managed web page area

On a content managed web page displaying a Model Search Form area, there is now the ability to display an autocomplete search box that allows the user to search for a list of models that partially match the search text entered by the user, as well as a list of makes. For the first 10 models and makes that match the search text can be displayed within a search list element.
If a model is selected within the list then the user can be redirects to a configured content managed web page that allows the details of the model to be displayed. If a make is selected within the list it can redirect the user to a configured content managed web page that allows a list of models to be displayed in a Model Search Listing areas. Selecting either make or model can also update areas on the same page if the area settings are confirmed to display on the same page.
Both the styling of the autocomplete search text input, and the search results listing can be highly customised within the existing Model Search Form area format. The auto-complete results listing needs to be composed of at least 2 elements. An outer wrapping element that contains all the search elements, and an unordered or ordered list element where the results records will be displayed within. Additionally other elements can be added to display different messages based on the state of the auto-complete occurring.
Within the Model Search Form format the following hooks have been added to the format:

  • make_model_autocomplete_onkeyup: Javascript function to to trigger make/model autocomplete search, or handle selection, from a key press. Place in onkeyup attribute of a text input.
  • make_model_autocomplete_onblur: Javascript function to hide the make/model autocomplete results elements. Place in onblur attribute of the search text input.
  • make_model_autocomplete_results_wrapper_id: ID of the HTML element that is the container to display make/model auto-complete results within. Place within the ID attribute of an element.
  • make_model_autocomplete_results_class: Name of the css class used to control the initial stying of the make/model auto-complete results elements.
  • make_model_autocomplete_results_list_id: ID of the list HTML element used to display the found records of a make/model auto-complete search. Place within the ID attribute of an unordered or ordered list element.

For the search results wrapper element it's class attribute will be set to one of the following css class names when an auto-complete search is occurring:

  • autocomplete_hide_results: Is set when there's no search occurring in the make/model auto-complete.
  • autocomplete_show_loading: Is set when there's request is being made to the server to perform a make/model auto-complete search.
  • autocomplete_show_results: Is set when the make/model auto-complete search found one or more make or model records.
  • autocomplete_show_no_results: Is set when the make/model auto-complete search found no make or model records.
  • autocomplete_show_error: Is set when the make/model auto-complete search had an error occur when trying to perform the search. This is most likely due to a internet connection issue, or else a server searching error.

For the search results list element, one of its child list elements may have the following class set if the user had selected the list element, using up or down arrow keys within the auto-complete input element.

  • autocomplete_record_selected: Is set when the user has selected the make/model list element.

Within the search results list element, each child list element displayed, its inner HTML may either display the Make Record format of a Make was found, or the Model Search Record format if a Model was found. Within each format the data about the make or model found can be customised, as well as include other elements such as buttons or links to take the user the relevant web page. Use CSS to control how the results elements show, such as an autocomplete that has the results appear as a drop down, as a full search table, or something in between.

Functionality Affected: Model Search Form content managed web page area
Impact: Normal

 

 


TOT-4062 - Display RRP pricing for invoice lines within a Customer Account Invoice content managed web page area

On a content managed web page that contains a Customer Account Invoice area, after the area has retrieved the invoice record data from the externally connected business system, for each invoice line displayed within the area that's an "Item" line there is now the ability to display recommended retail pricing (RRP) if the invoice line code matches an active visible product in the project, and the product contains a price-level unit price for the RRP price level that has a price that is greater than invoice line's unit price excluding tax. Within the Customer Account Invoice area a setting labelled "Show RRP Pricing In Invoice Product Lines" specifies whether RRP pricing should be attempted to be found for the invoice lines. If set to Yes then the RRP pricing look ups for each invoice line will be attempted else if set to No then lookups will be ignored.
Within the area's "Customer Account Invoice Line Item" format the following format hooks have been added to be able to display RRP pricing data for each invoice line:

  • invoice_line_rrp_price_ex_tax: Recommended retail unit price of the product line, excluding any tax amount.
  • invoice_line_rrp_price_inc_tax: Recommended retail unit price of the product line, including all tax amounts.
  • invoice_line_rrp_price: Recommended retail unit price of the product line, either exclusive of or including tax amounts, based on the tax format setting of the user.
  • show_invoice_line_rrp_price: Either Y or N. Shows Y if the user should see the recommended retail pricing based on if RRP pricing was found and is greater than the unit price of the line excluding tax amounts. Use this hook within element class names to hide or show RRP pricing data using CSS styling rules.

Note that the RRP pricing needs to be previously imported and configured to a price level to be able to show. This RRP pricing is not coming from the retrieved invoice line data.

Functionality Affected: Customer Account Invoice content managed web page area
Impact: Normal

 

 


TOT-4076 - Only create a basket for guest users once they attempt to add a product to basket

When a guest user first visits a content managed website an empty basket will no longer be initially created for the user.
This may slightly improve response times for the initial page request, as well as reduce the amount of empty baskets that link in the project.
When an attempt is made to add a product to basket a basket will be created for the user if no basket previously existed.

Functionality Affected: User Login process, Add Product To Basket process
Impact: Normal

 


TOT-4077 - Add Apple's crawler, Common Crawler, Huawei's and Amazon's crawlers to the list of known crawlers within the Project Traffic Statistics Administration Centre

For website traffic making webpage requests for a project, there is now the ability to detect when Apple's crawler is making a request, as well as Common Crawler, Huawei and Amazon, based on the user-agent in request containing the word "applebot", "ccbot", "amazonbot" or "petalbot".
Within the Administration Centre interface, under the Statistics menu, in the Project Traffic Statistics interface, under the "Requests By Search Engines, Crawlers and Software" pie graph it can now show requests that are made by the Apple crawler, with the crawler's name "Apple" appear in the colour of grey, as well as the "Common Crawler" in the colour of darker yellow, , and "Huawei" in the colour of darker red, and "Amazon" in a yellow colour. Note these Apple, Common Crawler, Huawei and Amazon requests will only be identified by future requests made, for previous requests they will continue to be identified as the generic "Other Crawlers" label.
Note that Apple and Amazon's crawlers have been added to TOTECS default allowed crawler list, since both companies have a large market share in online searching.

Functionality Affected: web page/area requests, Project Traffic Statistics administration centre interface
Impact: Normal

 


TOT-4080 - HTML escape Searchword format hook value within the Product Search Results Listing content managed web page area

On a content managed web page area that displays a Product Search Result Listing area, within the area's Product Search Header format, for the "searchword" format hook, its value is now HTML escaped to avoid URL code injection attacks to be allowed to occur.
This would only occur if a user had entered html code within a the Product Search Form area, and it called for the Product Search Results Listing to show the search text entered within the Product Search Header format.

Functionality Affected: Product Search Result Listing content managed web page area
Impact: Normal

 


TOT-4081 - Setting to optionally logout users from a content managed website if their originating public IP address, or browser user agent changes mid session

If a logged in user accesses a content managed website, then there is the ability to log out users out of their session if their session is transferred to another computer, or alternatively web browser when being logged in. This can avoid users being able to share and use sessions across different internet connections, computers or applications, reducing multiple people using the same session.
Within the Administration Centre, under the Website Settings interface, a setting labelled "Logout User Website Session When Shared" has been added. The setting has the following options:

  • No: The user's session won't be logged out if the user's session is being used on a different internet connection or web browser/computer.
  • Yes - When IP Address Changes: If the originating internet IP address of the user session changes then the user's session will be logged out. Note this will affect users who use alternating internet connections, which may be set up in large organisations, or for home internet connections with routers containing unreliable internet connections, that either regularly swap between fixed internet connections and mobile connections, or else continually need to reconnect to the internet with a different IP address.
  • Yes - When Web Browser User Agent Changes: If the web browser identified in the user session changes then the user's session will be logged out. This could occur if the user opens up the session on a different web browser, or computer using not exactly the same browser and operating system version/configuration.

The Yes - When Web Browser User Agent Changes may be a safer option if wanting to put these additional security mechanisms in place.

Functionality Affected: content managed web pages, Website Settings administration centre interface
Impact: Normal

 

 


TOT-4087 - Set Price Tax Format field within the Create New User Administration Centre interface

Within the Admin Centre, after opening the Users menu, within the Create New User interface, the Price Tax Format field displays, allowing the administrator user to set if the user sees product pricing inclusive or excluding tax by default after the user has been created.

Functionality Affected: Create New User administration centre interface
Impact: Minor

 


TOT-4091 - Administration Centre interfaces to load over secure https connection

Within all the Administration Centre's all of the interfaces from within the Administration Centre menus now except for the Websites interface load over a https connection, ensuring data within the interfaces is only accessible between the end client browser and the TOTECS servers.
The Websites interface will be look to be secured in a future release.

Functionality Affected: Administration Centre interfaces
Impact: Normal

 


TOT-4094 - Optimise the speed and efficiency of the connector pricing data imports

Within the Administration Centre, under the Data menu, within the Data Imports interface, under the Connector tab, when the Product Price Level Pricing, Product Price Level Quantity Pricing and Product Account Pricing data imports are run either from within the interface or from the Connector, the speed and efficiency of the data imports has been improved. These changes can reduce the amount of pricing records that need to be deleted, updated or created in a project's database, as well as avoid existing records having their IDs changed, avoiding upper limits on IDs being reached which causes pricing records to not import.
The pricing data imports will now obtain all existing pricing records and then check against the importing pricing records. For existing price records they will only be updated in the back end database if the record's data has changed, otherwise no changes are needed to be made. This may heavily reduce the amount of pricing records that need to be altered, speeding up the imports when little pricing data has changed between imports. If lots of pricing data has changed since the previous import then the efficiencies may be less, as well as when incremental imports are performed with little pricing changes, but a large amount of pricing records already exist.

Functionality Affected: Product Price Level Pricing, Product Price Level Quantity Pricing and Product Account Pricing Connector data imports
Impact: Major

 


Bug Fixes


TOT-3176 - All settings changed within all Administration Centre settings interfaces revert back to the old setting if the user navigates between tabs

Within the Admnistration Centre, within any of the settings interfaces accessible from the Inventory, Users, Marketing, Stores, Websites, Statistics, or Data menus, if a user has changed a value of a setting, clicked the save button, then clicked on a different tab in the interface, the settings page will now reload allowing the latest settings to be loaded across all the tabs.
Previously the settings tab would incorrectly display the old values when navigated back to after saving.

Functionality Affected: Settings administration centre interfaces
Impact: Minor

 


TOT-4074 - Customer Account Contracts Connector data import failing to complete when assigning a product to an existing contract that has a contract code starting with whitespace

Within the Administration Centre, under the Data menu, within the Data Imports interface, under the Connector tab, when a Customer Account Contracts Connector data import ran, an error would occur when the import is trying to assign a product to contract and had white space infront of the contract code.
With changes made to the Customer Account Contracts Connector data import trimming spaces from the contract code, when the products were being assigned to the contract, the contract product records were not correctly being able to match to the contract code containing the space, and the database was incorrectly trying to create new contract product records.
Contract codes have all surrounding whitespace removed to avoid this issue happening in the future. Additionally if errors occur while records are being imported, the error message will now indicate which record number was being processed when the error occurred. This may make it easier to determine which record is causing the problem.

Functionality Affected: Customer Account Contracts Connector data import
Impact: Normal

 


TOT-4083 - Payments unable to load within Payments Admin Centre interface if a payment record contains a tab character within its Notes field

Within the Administration Centre, under the Stores menu, within the Payments interface, the list of payments may have been failing to load within the Payments table, if one or more payments contained tab characters within its Notes field.
Now the list of payments loaded into its table now correctly handles payments that contains tab characters within its Notes field.

Functionality Affected: Payment administration centre interface
Impact: Normal

 


TOT-4086 - Security Answer not being correctly set by the Users Text File data import

Within the Administration Centre, upon clicking on the Data menu button, then clicking on the Data Imports menu item link, within the Data Imports interface, if the user uploaded a spreadsheet CSV file against the Users data import, if the CSV file had the "Password Answer" column set to the security answer for the user and the file successfully imported. Then when the user tries to enter the same password within the Forgot Password area on a content managed website, the area would return an error message indicating that the answer is not correct.
Now if the user uploads a spreadsheet CSV file against the Users data import and the CSV file had the "Password Answer" column set to the security answer for the user, then when the file successfully imports the Security Answer will now correctly be set to allow users with the same answer to progress through the Forgot Password feature. This bug was introduced when additional security measures were introduced on how the security answer was stored.

Functionality Affected: Users text file data import
Impact: Normal

 

TOTECS Platform Release 15.01

View details of the 15.01 TOTECS platform release. watch key details at https://youtu.be/WyxNY2s1N9E

New Features


TOT-4056 - Send submitted order data to Google Analytics from Order Checkout/Submission and Guest Order Checkout/Submission content managed web page areas

On a content managed website containing a webpage with either a Order Checkout/Submission area, or a Guest Order Checkout/Submission area, once an order has been submitted there is now the ability to send the confirmed order details across to Google Analytics via its Google Tag Manager feature, allowing Google to provide additional statistics on details of the users, orders and products associated to the orders being submitted.
To allow the ordering areas to send order information back to Google Analytics the following needs to already have occurred:

  1. A Google account has been created
  2. Google Analytics has been enabled for the account
  3. Ecommerce Reporting has been turned on within the Google Analytics account
  4. Google Tag Manager has been enabled for the account
  5. At least one tag has been created within Google Tag Manager that is used to record submitted orders against it.
  6. The Tag within Google Tag Manager is linked to a "Google Analytics: Universal Analytics" tag type, with its Track Type set to "Transaction", and the Google Analytics settings contains the Tracking ID of the Google Analytics account
  7. The Tag within Google Tag Manager contains a custom event trigger with a specified name, such as "confirmed-sale, purchase, weborder"

Once both Google Analytics and Google Tag Manager have been set up, then within the Administration Centre, under the Websites menu, within the Websites interface, upon editing a content managed web page that contains either a Order Checkout/Submission area, or a Guest Order Checkout/Submission area, in the area settings dialogs the following settings have been added under the "Order Reporting - Google" sub heading:

  • Google Tag Manager ID: ID that google has been for the Google Tag Manager account to report order submissions against
  • Google Tag Event Name: Name of the custom event that has been set up in the trigger for the tag within Google Tag Manager
  • Report Orders To Google Tag Manager: If set to Yes then when a user submits an order, the order details sent across to Google Tag Manager and on to Google Analytics. The order data reported includes: Order ID, name of the company supplying, order total inc. tax, order total tax, order surcharge total inc. tax
  • Report Order Products To Google Tag Manager: If set to Yes then when a user submits an order, the order details sent across to Google Tag Manager will also include a list of products submitted. In the order product data will include, product code, product name, unit price inc. tax, quantity

Note that the Google Tag Manager ID, Google Tag Event Name, Report Orders To Google Tag Manager settings must all have values set, otherwise no order data will be send to Google.
Also note that there's no guarantees that the order data will be successfully recorded within Google's system. This is because the user may have blocked or not allow the ordering data to be sent to Google, or Google's servers were unavailable at the time the order was submitted, or Google Tag Manager/Google Analytics may have been misconfigured.

Functionality Affected: Order Checkout/Submission, Guest Order Checkout/Submission content managed web page area
Impact: Normal

 

 


TOT-4033 - Eway Payment Gateway 3D Secure credit card payments within Order Checkout/Submission content managed web page areas

On a content managed webpage containing either Order Checkout/Submission or Guest Order Checkout/Submission areas there is now the ability to handle having credit card payments be made via version 3 of Eway's payment gateway, supporting 3D secure payments that may require users to be taken to a separate website to authenticate themselves (typically the credit card issuing bank's website), before allowing the credit card payment to be applied. The can provide banks with greater certainty of the credit card holder, and transfer the risk of a fraudulent transaction from the seller to the bank. This capability has been added to the Order Checkout/Submission area by supporting Eway's "Transparent Redirect" feature https://eway.io/api-v3/?shell#transparent-redirect
Within the user reaches the Payment Form, after filling in their credit card details and clicking on the Pay button, the user will be redirected to Eway's servers to create the payment. Eway may then either redirect the user onto the banking website to authenticate themselves if Secure 3Ds is turned on in the Eway payment gateway profile. Once the payment is confirmed the user will be redirected back to the content managed website where the payment will be verified with Eway, and if successfully the user will be shown the success area, or otherwise be shown the credit card payment form again with the error that may have occurred (such as incorrect card details).
To enable this capability, within the Administration Centre, under the Stores menu, within the Payment Settings interface, under the Credit Card section, the "Credit Card Payment Gateway" setting now has the option "EWay (With 3D Secure Support/API v3)". If this option is saved then all Order Checkout/Submission areas on content managed websites will use above capabilities for users to pay for orders.
Two additional settings have been added to the Payment Settings interface:

  • Credit Card Api Key: This needs to be set to the API key that Eway provides for each customer profile within its system.
  • Credit Card Api Password: This needs to be set to the API password that can be customised within the Eway customer profile in its system.

Note that the Credit Card Api Key and Credit Card Api Password settings are only required to be set values if the "Credit Card Payment Gateway" setting is set to "EWay (With 3D Secure Support/API v3)". Otherwise these settings can be left empty for all other payment gateways (as of the time this was written).
Also note that if the "Credit Card Payment Gateway" setting is set to "EWay (With 3D Secure Support/API v3)" and credit card payments are made either through the Administration Centre's Payment interface, or by users for invoices within the Account Enquiry feature, the payment gateway used will be "EWay (With Card CVN Number Checks)" instead. As such the "Credit Card Merchant Id (customer Id)" setting will need to be set to the Eway Customer ID for these credit card payments to be accepted by Eway.
Also note that for sellers wishing to use 3D Secure, this capability needs to be turned on within Eway's system, as well as the merchant bank account that the payments are being placed into needs to be a bank that supports 3D Secure as well as Eway supports. We suggest talking to Eway and the bank itself for performing these checks and setup work.

Functionality Affected: Store Settings administration centre interface, Order Checkout/Submission and Guest Order Checkout/Submission content managed web page areas
Impact: Normal

 

 


Improvements


TOT-3930 - Replace Adobe Flash multi file uploader to HTML 5 based file uploader within Administration Centre

Within the Administration Centre, under the Websites menu within the Website Libraries interface, and under the Data menu within the Product Images and Category Images interfaces, the Adobe Flash Multiple File Uploader has been replaced with a Javascript based file uploader using HTML 5 functionality to allow for multi-file selection and uploading of files.
After administrator users can click on the Select Files To Upload button, they can select or more files from the file system, Alternatively users can drag and drop files directly on the Select Files To Upload button from a file explorer window.
These files will be added to the upload queue and be displayed within a list. Upon the user then clicking on the Start Image Uploads button. Each file in the queue will attempt to be uploaded one at a time. The status of the upload will show against the file being uploaded. If successful then the file's status will be changed to uploaded. If an error occurred then a message will display containing the cause of the error. If the Stop Image Uploads button is pressed then any files in the queue not yet uploaded with be cancelled from being uploaded. If the user clicks on the Clear Image Upload List, then any queued files will be cancelled and cleared from the list. If a file is attempted to be uploaded and succeeds or fails, then the file cannot be uploaded again unless its added to the queue again.
Note that for image uploads for products, categories and against content managed web page image libraries the image files need to be under 2MB in size and have the file extension jpg. jpeg, png or gif, otherwise if the files are selected they will be ignored from being added to the queue. For files being uploaded to the content managed website attachment libraries, the max file size is set to 15MB. If these file sizes are exceeded then error messages will display with the reason why the files could not be uploaded.

Functionality Affected: Website Libraries, Product Images, Category Images administration centre interfaces
Impact: Normal

 


TOT-4012 - Display make/model product attribute values within the Model Product content managed web page area

On a content managed web page that displays a a Model Product area, the area can now be configured to display attribute values that have set against each product that has been assigned to a make/model for a given category. Additionally within the Make/Model Administration Centre interface there is now the ability to see the attribute values assigned to each model-product-category record, as well as create and remove attribute values.
Within the Administration Centre, under the Websites menu, within the Websites interface, upon viewing the a web page containing a Model Product area in the Web Page Editor. Within the area's settings window, a new setting labelled "Display Model Product Attribute Values" now displays, if set to Yes then this allows the areas to find and display attribute values for each product-category displayed in the area.
Additionally the following formats have been added to the Model Products area:

  • Model Product Attribute Value Record: This format controls how each attribute value record is displayed when viewed against each product-category record displayed in the area.
  • Model Product Category Record: This format controls the surrounding formatting and structure for each product-category record, including the positioning of the collection of attribute values assigned to each product-category record, as well as the positioning of the formatted product data shown using the Product Search Record format.

These formats change how area works, with now the Product Search Record format now embedded within the "product_search_record" hook of the Model Product Category Record format. For existing Model Products areas if no Model Product Category Record format is assigned to the area then the area will directly embed the Product Search Record format into place where this format would be set, allowing existing areas to not be altered or affected.
Note that model-product-category attribute values can be created/imported from external systems through the "Model/Product/Category Mappings" Connector data import, and is the preferred way of creating the attribute data when 1000s of models exist.
Within the Make/Model administration centre interface, upon clicking on the Products count column of a model, within the Model Products dialog an additional column labelled "Attributes" now displays, showing how many attribute values are assigned to each model-product-category record. Upon clicking on a value in the Attributes column, will display the Model Product Category Attributes dialog that shows all the attribute values assigned to each model-product-category record. Attribute values can be deleted by clicking on the delete icon, and attribute values can be assigned by typing in the attribute profile name, attribute, and value into the dialog's form and clicking on the Add Value option. For this to work attribute profiles and attributes need to have previously been created/inported to the Products Attributes administration centre interface.
Also within the Make/Model administration centre interface, within the Model Search drop down the following search filters have been added to provide additional ways to search for models:

  • Key Maker Model ID: Find models that have search value matching the Key Make Model ID
  • Active Models: Find all models that are active
  • Inactive Models: Find all models that are inactive
  • Product Code: Find all models that have products assigned to them with a Product Code containing the search value set.
  • Product Name:Find all models that have products assigned to them with a Product Name containing the search value set.
  • Product Key: Find all models that have products assigned to them with a Product Key containing the search value set.

Within the Model Detail dialog there's now the ability to view the Key Make Model ID set for each model, as well as update the key. This relevant if models have been imported using the Make/Model Connector data import.

Functionality Affected: Make/Model administration centre interface, Model Products content managed web page area
Impact: Normal

 

 


TOT-4043 - Limit the number of failed credit card payment attempts allowed by users when paying for orders

Within the Trade interface's Order Detail page, as well as on a content managed webpage containing either an Order Checkout/Submission area, or Guest Order Checkout/Submission area, if the user chooses to pay for an order with the credit card payment type, then after the user enters their credit card details in the credit card payment form and clicks the Pay button, the number of failed payment attempts that is allowed to occur in a user's session is now limited to 5 attempts. Once the limit is reached then no more credit card payment attempts will be passed across to the payment gateway's, avoiding the payment gateways and banks receiving a large amount of credit card payment attempts.
This helps reduce brute force attempts being made to guess credit card credentials, such as when automated software is used to perform these attempts.
When the credit card failed payment attempts threshold is reached, the user will always see the error message "Unable to process the credit card payment due to the maximum number of attempts being reached. Please contact us to complete your payment." until the user logs out and in again. After that they will be allowed another 5 credit card payment attempts. For guest users they would need to create a new session to allow further credit card payment attempts to be made, either by closing and reopening their web browser, or clearing their browser cache, or by using a different web browser.
Guest users would also need to add products to basket again, proceed through the order checkout process again and pass Recaptcha checks before being allowed another 5 credit card payment attempts for orders.

Functionality Affected: Order Checkout/Submission and Guest Order Checkout/Submission content managed web page areas
Impact: Major

 


TOT-4045 - Add settings to allow Recaptcha to display within credit card payment in Order Checkout/Submission content managed web page areas

On a content managed web page displaying either a Order Checkout/Submission area, or a Guest Order Checkout/Submission area, if a user has selected to pay for an order with the credit card payment type, then upon proceeding to the Credit Card Payment Form, there is now the ability to show a recaptcha form element that checks to see if a real human is entering the credit card details. This reduces the chances of automated software attempting to make a credit card payment.
Within the Administration Centre, under the Stores menu, within the Payment settings interface, under the Credit Card section, a setting labelled "Require Recaptcha For Credit Card Payments" has been added that controls if the Recaptcha element should be used within the credit card payment from within content managed web pages displaying Order Checkout/Submission and Guest Order Checkout/Submission areas.
Within the "Payment Credit Card Form" content managed web page area format a hook labelled "cc_recaptcha_field" has been added that allows the Recaptcha form element to be embedded within the format, allowing it's position to be customised, The hook will only display a Recaptcha form element if the Require Recaptcha For Credit Card Payments setting is set to Yes, otherwise the hook will be empty, This hook must be embedded within the area's format if the Require Recaptcha For Credit Card Payments setting is set to Yes, otherwise the user will be blocked from submitting the payment and see a failed Recaptcha error message.

Functionality Affected: Store Settings administration centre interface, Order Checkout/Submission and Guest Order Checkout/Submission content managed web page areas
Impact: Normal

 


TOT-4048 - Modify login process to redirect using secure redirect URL after user has successfully logged in from a secure content managed website to avoid browser warnings

On a fully secure content managed website that contains a web page with a User Login area, once the user enters their login credentials and clicks on the Login button, the redirect URL that directs them back to the content managed website now uses the https: protocol to load the content managed webpage without having to resort to an additional secure redirect.
This avoids users logging into a content managed website from seeing an warning messages presented by browsers. If the user is logging into to either the Trade interface or the Administration Centre, then an additional webpage load will occur to correctly redirect the user to the home page of either interface without a browser message occurring.

Functionality Affected: User Login content managed web page areas
Impact: Normal

 


TOT-4059 - Limit invoice credit card payment attempts to one at a time within Customer Account Invoice Payment Form content managed web page area

On a content managed web page displaying an Account Invoice Payment Form area, if a user double clicks on a Pay button it is no longer possible that multiple requests will be sent to the server to apply credit card payments to pay for the selected invoices.
Within the area's "Invoice Payment Form" format, the credit_card_payment_onclick javascript function will only allow one payment request to be sent through, any subsequent attempts will be ignored until the previous payment request has returned a response and the area has updated itself with the result.

Functionality Affected: Account Invoice Payment Form content managed web page area
Impact: Normal

 


TOT-4065 - Settings to control passing delivery address details to Paypal in Order Checkout

For the Order Details page on the Trade interface, as well as on content managed web pages that contain the Order Checkout/Submission area, as well as the Guest Order Checkout/Submission area, if a user selects the Paypal payment type, then when the user is directed to Paypal from the Order Review stage, there is now the ability to pass the delivery address information across to Paypal. This allows more information to be stored against the payment in Paypal, and may allow Paypal to perform additional validity checks on the payer, covering costs of fraudulent activity through its Seller Protection mechanism.
Within the Administration Centre, under the Stores menu, within the Payment Settings interface, under the Paypal payment section, an additional setting has been added labelled "Set Delivery Address In Order Payments" that controls if order delivery address should be passed across to Paypal or not during the Order Checkout process. If the setting is set to Yes then when the user proceeds through the checkout process and is redirected to Paypal, within Paypal they will now be able to see the delivery address they set for the order. Note that the user won't have the option to modify the delivery address unless they navigate back to the Order Details page. Once the user has completed the Paypal payment and submitted the sales order, then within the seller Paypal account, in the payment Transaction Details page it will display the delivery address details with a status indicating if the address is eligible for Seller Protection from Paypal.
Note that if the "Set Delivery Address In Order Payments" setting is set to Yes then it's allow customer's address details to be shared with Paypal, and Paypal may use this information for a variety of means (see their terms and conditions to understand). If you don't want Paypal to know your customer's address details then its best to leave this setting to No, which is the default value (and note that you could be liable to cover costs if the payment is charged back at a later stage by Paypal).

Functionality Affected:  Order Checkout/Submission, Guest Order Checkout/Submission content managed web page areas
Impact: Normal

 


TOT-4067 - Modify Product Search admin centre interface to contain an advanced search rule to find products that have fields without values set

Within the Administration Centre, under the Inventory menu, within the Product Search interface, within the Advanced Search form, for the Search Category "All Products", in its "Select all products where" rule, for the "equal to" drop down it now has 2 options labelled "is empty" and "is not empty", that can be used to find products that don't have a value set within the selected field, or do have a value set in the selected field.
Additionally for the search rule, within the the list of fields to choose from now includes the 4 description fields, and the 3 meta product fields (seo) fields.

Functionality Affected:  Product Search administration centre interface
Impact: Minor

 


TOT-4070 - Setting to allow Receiver Name in SmartFreight order to be set as delivery contact name if delivery org name is empty

When an order is submitted either through the Trade interface, on from a content managed web page area containing a Order Checkout/Submission area or Guest Order Checkout/Submission area, if the project is configured to send the order to Smartfreight, then in the SmartFreight order request there is now a setting that controls what order data should be placed in Receiver Name when the order is submitted to SmartFreight. This field will be set to the delivery address's org name, or it is empty then either the delivery address contact name, or the customer account company name.
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 Order Receiver Name" has been added, it can be set to one of the following values:

  • Delivery Address Org Name else Account Company Name: When orders are submitted to SmartFreight it will place the order's delivery address org name into the Receiver Name field. If the org name is empty then the Customer Account Company Name will be used instead. This is the default option.
  • Delivery Address Org Name else Contact Name: When orders are submitted to SmartFreight it will place the order's delivery address org name into the Receiver Name field. If the org name is empty then the delivery address's Contact Name field will be used instead. If the contact field is empty then the Customer Account Company Name will be used instead.

It's recommended to use the Delivery Address Org Name else Contact Name option if the website supports consumer/retail based ordering, where users may be ordering personally for themselves and not for a company.

Functionality Affected: Smartfreight Order Submission
Impact: Normal

 

 


Bug Fixes


TOT-4047 - Product deal with the offer Buy Product Quantity X and Get Quantity Y for Z Percent Off Product Price incorrectly over discounting

Within the Administration Centre, under the Marketing menu, within the Product Deals and Vouchers interface, if a deal was created with the offer "Buy Product Quantity X and Get Quantity Y for Z Percent Off Product Price", when the user redeemed a deal after adding a product to basket with the allowed quantity in a content managed website, the individual quantity was not being multiplied by the Y quantity set in the deal, This in effect allowed an almost 50% discount to always be applied.
The deal now correctly applies the discount percentage against the quantities that are applicable to the deal.

Functionality Affected: Add Product To Basket process
Impact: Normal

 


TOT-4051 - Previous Instructions drop down not sorting instructions by last order date within the Order Details page in the Trade interface

Within the Trade interface, after clicking on the View Basket button, then clicking on the checkout button, on the Order Details page, within the Previous Instructions drop down the instructions are now being sorted correctly based on the order date that the last unique instruction occurred an order.
Previously the previous order instructions were incorrectly being grouped first, before being sorted, leading to the same instructions for later orders being ordered based on earlier orders where the instructions occurred.

Functionality Affected: Order Detail Trade interface
Impact: Normal

 


TOT-4053 - Invoice text line description hook is not displaying any text within the Customer Account Invoice content managed web page area

Within a content managed web page containing a Customer Account Invoice area, if the area is displaying an invoice that contained a text line with a description, the Customer Account Invoice Line Text format's "invoice_line_description" is now correctly displaying the description set within the invoice line data.
Previously it was not displaying the invoice line description for text lines.

Functionality Affected: Customer Account Invoice content managed web page area
Impact: Minor

 


TOT-4054 - Guest Order Checkout/Submission content managed web page incorrectly setting [INVALID FORM VAR] within deliveryOrgName and billingOrgName address fields if fields arn't embedded in area

On a content managed web page area that contains a Guest Order Checkout/Submission area, if the area's Order Details Form format does not have either the delvrnew_orgNameField or billingnew_orgNameField fields embedded within the area, then in the delivery address org name field or the billing address org name field, it will now correctly set empty values for these ordering fields.
If these fields are not embedded within the Order Details Form format then the field values should be set to empty text.
Note that for existing orders this fix won't remove the [invalid form var] text from the billing and delivery address data, the change only affects new orders that are submitted.

Functionality Affected: Guest Order Checkout/Submission content managed web page area
Impact: Normal

 


TOT-4057 - Yearly Project Traffic statistics displaying incorrect year label within the Project Traffic Statistics Administration Centre interface

Within the Administration Centre, under the Statistics menu, within the Project Traffic Statistics interface, under the Yearly Project Traffic Statistics graph the labels of the years that appear for July and January are now correctly set to show labels a current financial year.
Previously these labels would set the incorrect years to show if the current year was in the second half of the financial year.

Functionality Affected: Project Traffic Statistics administration centre interface
Impact: Minor

 


TOT-4066 - Unable to upload an image to a category within the Categories Admin Centre interface

Within the Administration Centre, under the Inventory menu, within the Category Trees interface, upon right clicking on a category and clicking the View menu item, within the Images tab upon selecting an image to upload and clicking on the Add button, the image now correctly uploads and is added to the images list, if the image is a jpeg, gif, or png under the valid size.
Previously if an image was attempted to be uploaded against a category the image would fail to upload, occurring since the improvement TOT-4031 was released.

Functionality Affected: Category Trees administration centre interface
Impact: Normal

 


TOT-4068 - _B_StockLevel hook showing incorrect stock level when product stock quantity is over 1000 in Basket Listing content managed web page area

On a content managed webpage displaying a Basket Listing area, if the area is showing products that have been previously added to basket that currently contain stock quantities 1000 or greater, then the _B_StockLevel hook within the area's Basket Product Record format is now correctly determining the stock level, regardless of the amount of stock quantity a product has available.
Previously if the stock quantity had a value of 1,000 or more, only the numbers left of comma would be used to calculate the stock level.

Functionality Affected: Basket Listing content managed web page area
Impact: Normal

 

TOTECS Platform Release 15.00

Improvements


TOT-4018 - Allow users to control positioning and quantity of shopping list products within the Shopping List Detail tab of the My Items Trade interface page and Shopping List Products content managed web page area

On a content managed web page containing a Shopping List Products area, as well as within the trade interface's Shopping List Detail tab of the My Items page, there is now the ability for users to modify the ordering of products within a shopping list if the user has permission to modify a shopping list, as well as update the quantity set against each product within the shopping list.
Within the Trade interface, after clicking on My Items, within the My Items page, under the My Shopping Lists tab, upon clicking on the name of a shopping list, within the shopping lists details tab. An additional table column has been added labelled "Position". For each product row, if the user has permission to modify the shopping list, then in the Position column a drop down displays that allows the user to change the position of the product within the list. Upon selecting a new position value the table will reload to show the updated positions of the products within the shopping list. When a product is added to an existing shopping list it's position will be set so that it appears at the end of the shopping list. For the Quantity In List column, users are now able to select a quantity in the column, change its value and click on the Enter key to update the quantity. The list will reload showing the updated quantity.
On a content managed page showing a Shopping List Products area, for the area's Shopping List Product Record format the following hooks have been added:

  • shoppinglist_product_ordering_pos: Numeric ordering position of the product within the shopping list.
  • shoppinglist_product_update_quantity_onclick: Javascript function that calls for quantity of the product in the shopping list to be changed, based on the value set in the Update Quantity textbox.
  • shoppinglist_product_update_quantity_input_id: ID of the Update Quantity textbox that allows the quantity of the product in the shopping list to be changed. Set within the ID attribute of a textbox to allow it to be the Update Quantity textbox
  • shoppinglist_product_ordering_options: A list of select options containing the ordering positions that a product in the shopping list can be changed to. Is empty if user is not allowed to update product position.
  • shoppinglist_product_ordering_onchange: Javascript function that calls for the ordering position of a product in the shopping list to be changed. Set this within the onchange attribute of a select element containing the ordering options.
  • shoppinglist_product_allow_reorder: Shows either Y or N. If Y then the user is allowed to reorder the products within the shopping list

WIthin the Administration Centre, under the User menu, within the User Permissions interface, upon editing a Facility Role, if the "My Shopping Lists" permission is set to Allow then the user will be allowed to modify the positioning of the shopping list.

Functionality Affected: Shopping List Products content managed web page area, My Items trade interface page
Impact: Normal

 

 


TOT-4026 - Improve processing efficiency of Make Models Connector data import

Within the Administration Centre, under the Data menu, within the Data Imports interface, in the Connector Imports tab, when running a Maker Models data import, the data import has had a number of improvements made to allow it to significantly reduce the amount of time it takes to process model records sent from the Connector.
The data import now updates model and model attribute values records in batches,reducing the amount of time to create and update database queries in the back end. The data import also no longer deactivates all model records in the pre data import phase, reducing the amount of time before records can start being processed.
It also stores in memory existing model data that enables much faster checks when processing each record, and only changes records within the back end if they need to be changed.
All these things combined allow the Make Model Connector data import to run 5 to 1000 times faster, depending on the amount of model data was previously imported, or needs to be deactivated.

Functionality Affected: Maker Models Connector data import
Impact: Normal

 


TOT-4029 - Display Basket Product Fields for child combination products within the Product Detail content managed web page area

On a content managed web page that contains a Product Detail area, if a parent combination product is loaded within the area and the Basket Product Fields feature is turned on, then there is now the ability to show the basket product fields once a child product has been selected, as well as if a default child product is initially loaded within the area.
Within the area's Product Detail format an additional hook has been added labelled "basket_product_field_table_placeholder" that contains a placeholder div that allows the basket product fields table to be loaded into the div, when the Basket Product Fields feature is turned on, and either the product loaded into the area is assigned to a basket product field profile that contains fields, as well as when a child combination product is selected to display within the area.
If none of these conditions are met then the placeholder hook will display an empty div.

Functionality Affected: Product Detail content managed web page area
Impact: Normal

 


TOT-4031 - Setting control the category tree that related category products display within in the Related Products Listing content managed web page area

On a content managed web page displaying a Related Products Listing content managed web page area, if the area's "Displays Products Based On" setting is set to "Category Products", then the area has another setting within its Area Settings dialog labelled "Limit Category Products To Tree" that allows the administrator user to choose a category tree to restrict the related products belonging to the same category in the tree selected.
By default this setting will be set to "Any Category Tree" to allow related products assigned to any category to display in the area.

Functionality Affected: Related Products Listing content managed web page area
Impact: Normal

 


TOT-4034 - Data fields to order product combination fields, field values, and assigned child combination products

Within the Administration Centre, from the Data menu, within the Data Imports interface, when a Product Combinations data import is ran, the data import is able to set the ordering of combination profile fields, profile field values, as well as ordering for each child product assigned to each parent combination product. For combination profile fields the ordering value is set based on the value set in the combination profile field's ordering field. For the combination profile field values, the ordering data field is set based on the order in which values are assigned to each combination profile field in the data obtained from the Connector. For the child combination products ordering, this value is set based on the order that child products are assigned to parent products within the data obtained from the Connector.
Within the Administration Centre's Product Combinations interface it is now able to show the ordering field set for each combination profile field, and combination profile field value. For combination profile field's the ordering value can be updated within the Administration Centre interface. For the combination field values the ordering will need to be controlled from the Connector software.
Within the Product Editor, under the Combinations tab, it now shows an ordering column for each child product assigned to the parent product. This allows administrator users to be sure that the correct ordering is being set from within the Connector software.
On a content managed web page that contains a Product Detail or Product Combination area, the areas will now order the combination field drop downs based on its ordering data, as well as sort the field values in the drop downs based on the combination field value ordering data. Within the Product Combination area, when displayed as a radio list it now will list the child products based on the ordering data set for each child product assigned to the parent product.For each of the different combination data, the fields, values and child products will be sorted from lowest ordering value to highest.
Note that this solution relies mostly on using the Connector software to determine the correct way combination field values should be ordered, as well as child products assigned to parent combination products. It is recommended to use Data Sets, and configure a Order By clause for the combination data exports from the Data Set SQLite database to get the correct ordering required field the combination field values, and child products.

Functionality Affected: Product Combinations Connector data import, Product Editor admin centre interface, Product Combinations admin centre interface, Product Details content managed web page area
Impact: Normal

 


TOT-4035 - Freight Tracking Code format hooks within Customer Account Invoice and Sales Order content managed web page areas

On a content managed web page displaying Customer Account Invoice Listing, Customer Account Invoice, Customer Account Sales Order Listing or Customer Account Sales Order areas, for each invoice or sales order record displayed, its record area formats new hooks have been addedthat allow freight tracking code data to be displayed. This allows tracking codes to be embedded and viewed by users, allowing them to find where their ordered goods are currently at with the freight carrier performing the delivery.
These format hooks include in the Customer Account Invoice Record and Customer Account Invoice area formats:

  • invoice_freight_carrier_consign_code - Name of the freight carrier consignment note set in the invoice.
  • invoice_freight_carrier_service_code - Code of the freight carrier service organising the carrier to deliver the goods in the invoice.
  • invoice_freight_carrier_tracking_code - Tracking code used to track the delivery by the carrier of the goods in the invoice.
  • invoice_freight_system_ref_code - Reference code in the system of the carrier service who is organising the carrier to deliver the goods in the invoice.
  • invoice_freight_carrier_tracking_code_set - Displays either Y or N. Set to Y when the freight carrier tracking code has a value set in the invoice.

These format hooks include in the Customer Account Sales Order Record and Customer Account Sales Order area formats:

  • order_sale_freight_carrier_consign_code - Name of the freight carrier consignment note set in the sales order.
  • order_sale_freight_carrier_service_code - Code of the freight carrier service organising the carrier to deliver the goods in the sales order.
  • order_sale_freight_carrier_tracking_code - Tracking code used to track the delivery by the carrier of the goods in the sales order.
  • order_sale_freight_system_ref_code - Reference code in the system of the carrier service who is organising the carrier to deliver the goods in the sales order.
  • order_sale_freight_carrier_tracking_code_set - Displays either Y or N. Set to Y when the freight carrier tracking code has a value set in the sales order.


Functionality Affected: Customer Account Invoice Listing, Customer Account Invoice, Customer Account Sales Order Listing, Customer Account Sales Order areascontent managed web page areas
Impact: Normal

 

 


TOT-4038 - Set ordering value from square brackets in uploaded file name in Product Image Upload Administration Centre interfaces and data imports

Within the the Administration Centre, if a product image is uploaded from either the Inventory Editor interface, or the Product Images Import interface, or the Product Images Connector data import, and the uploaded file name contains square brackets with a containing numeric value, then when the image is being assigned to the product its ordering value will be set based on the number in-between the file name's square brackets.
This avoids administrator users needing to separately set the ordering value of product images within the Product Editor after the image upload has been completed from the other interfaces.
For the Product Images Connector data import it will only look at the ordering value within the image's file name if no ordering value has been explicitly given when the Connector uploads the image.
Functionality Affected: Product Image Upload
Impact: Normal

 


Bug Fixes


TOT-3982 - Unable to rename content managed website attachment library when the new library name contains the apostrophe character

Within the Administration Centre, under the Websites menu, within the Websites interface, under a content managed website that contained an attachment, upon clicking on the attachment library and view its contents. If the attachment library was attempted to be renamed to a library containing an apostrophe character an error message would appear and files could no longer be uploaded to the library.
Now ff the attachment library is attempted to be renamed to a library containing an apostrophe character, an error message will now display advising that the library cannot be renamed, displaying the error message: "The name of library is not allowed. The name can only contain letters, numbers, spaces, dashes and underscores."

Functionality Affected: Websites Administration Centre interface
Impact: Normal

 


TOT-3987 - Unable to save Upload and Delete Shared Shopping List Attachments Facility Role permission within the User Permissions administration centre interface

After logging into the Administration Centre, under the Users menu, within the User Permissions interface, upon selecting a facility role and clicking the edit button, the Upload and Delete Shared Shopping List Attachments facility role permission radio buttons are deselected. Upon selecting either the Allow or Deny radio buttons and clicking the save button, upon reloading User Permissions interface and viewing the facility role permissions again, the Upload and Delete Shared Shopping List Attachments permission was once again incorrectly deselected.
Now upon selecting a facility role and clicking the edit button, for the Upload and Delete Shared Shopping List Attachments facility role permission after selecting either the Allow or Deny radio buttons and clicking the save button the permission's value is correctly saved, and shows when the interface is reloaded again.

Functionality Affected: User Permissions Administration Centre interface
Impact: Normal

 


TOT-4023 - Customer Accounts Connector data import failing often during pre-import due to database transaction locks

Within the Administration Centre, under the Data menu, within the Data Imports interface, under the Connector Imports tab, after selecting the Customer Accounts data import and clicking on the Start Imports button, the import may have failed during pre data import process with the error "Data Import aborted with error: Deadlock found when trying to get lock; try restarting transaction" . This may have occurred when running the data import several times in a row, before the import successfully completed agaub. This happened when many existing customer accounts appear within the project.
Now after selecting the Customer Accounts data import and clicking on the Start Imports button, the import has been modified to more efficiently run and change customer account data within the database. It does this is a couple of ways, customer accounts and its dependent payment type and location linked records are no longer updated at the pre-import stage. Instead all customer accounts, payment type and location linkages are stored in memory in the pre-import stage. Then when the customer records are processed only customer accounts that were not updated in the import will be deactivated in the post import stage, Additionally the import contains further optimisations, leading to faster record changes.
The consequence of these changes is that if lots of customer account data becomes deactivated then it may take more time for the import to complete, which may lead to lock issues. However the chances of this occurring should be reduced in the majority of cases.

Functionality Affected: Customer Account Connector data import
Impact: Normal

 


TOT-4037 - Basket Product Listing content managed web page area displaying incorrect stock quantity and level for kitted products that use component products to calculate stock quantity

On a content managed web page displaying a Basket Product Listing area. If a product had been added to basket that was set as a kitted product, and is set to calculate its stock quantity and level based on the component products assigned to the kitted product, then within the area's _B_Stock and _B_StockLevel hooks they were displaying the incorrect stock quantity and stock level based on the values directly assigned against the kitted product. These format hooks should display stock values based on lowest available stock of a component product assigned to each kitted product.
Now if a product has been added to basket that is set as a kitted product, and is set to calculate its stock quantity and level based on the component products assigned to the kitted product, then within the area's _B_Stock and _B_StockLevel hooks they are now correctly displaying the stock quantity and stock level based on the lowest available stock of a component product assigned to each kitted product. Previously the stock hooks were only looking at the stock quantity directly set against the kitted product.

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

 

TOTECS Platform Release 14.03

Improvements


TOT-3944 - Model Search Listing content managed web page area to support finding models based on keyMakerModelID model field

On a content managed web page containing a Model Search Listing area, the area now accepts an additional input called "inp_key_maker_model_ids". This input allows a pipe delimited list of key maker model IDs to be passed, from where a model search will be performed that will try to match and display any models that have a matching Key Maker Model ID.
The area also now contains a search type called "keymakermodelid_startswith" that allows models to be found that have a Key Maker Model ID start with the search word given.
This new capability allows the model searches to be coupled with 3rd party make/model databases, such as PARtsDB to enable advanced model searching combinated with model data stored within a TOTECS project.

Functionality Affected: Model Search Listing content managed web page area
Impact: Normal


TOT-3957 - Setting to allow additional default child combination product details to display within placeholder hooks of the Product Detail content managed web page area

On a content managed web page that displays either a Product Detail area or a Random Product area, if the product loaded within the area is a parent combination product and it contains a default child product, then within the area's placeholder hooks there is the ability for the child product code, name,descriptions, and barcode data to display within the placeholder hooks.
Within the Administration Centre, within the Websites menu, in the Websites interface, upon clicking on a content managed web page that contains a Product Detail or a Random Product area, clicking on the area to open its area settings window appears a new setting labelled "Initially Show Child Combination Product Data". If set to true then when the area loads the following hooks will be filled with the default combination child product's data:

  • _P_ItemIDHolder
  • _P_NameHolder
  • _P_DescriptionHolder
  • _P_Description2Holder
  • _P_Description3Holder
  • _P_Description4Holder
  • _P_BarcodeHolder
  • _P_BarcodeInnerHolder
Note that all other placeholder hooks will automatically initially show details of the default combination child product if one exists for the parent combination product being loaded in the area.

Functionality Affected:  Product Detail and Random Product content managed web page areas
Impact: Normal


TOT-3990 - Display products belonging to the same category within the Related Products Listing content managed web page area

On a content managed web page area containing a Related Products Listing area, the area now has the ability to show products based on products assigned to the same active category as the product specified in the web page's URL.
Additionally the area can also products based on products in the basket that are assigned to active categories that have products not yet in the basket.
These 2 modes allow the category tree to be used to determine related products, reducing the amount of data work that needs to occur to allow users to find products that they may wish to add to basket.
Within the Administration Centre, under the Websites interface, upon right clicking on a content managed web page, within the Web Page Editor that contains a Related Products Listing area, in its area editor the "Displays Products Based On" setting now has the option "Category Products". If set and the "Display Related Basket Products" setting is set to No then the area will display products based on products assigned to the same category as the product specified in the web page's URL. If the "Display Related Basket Products" setting is set to Yes the area will show products based on products that area in the basket that are assigned to categories that have products not yet in the basket.
Note that if a product displayed on the web page or in the basket is assigned to multiple categories, then the Related Products Listing will display products across any of the connected categories.

Functionality Affected:  Related Products Listing content managed web page area
Impact: Normal


TOT-4001 - Additional order search filters within the Sales Summary drop down in the Sales Summary statistics administration centre interface

Within the Administration Centre, under the Statistics menu, within the Sales Summary interface, for each of the statistics graphs, in the search filter drop down a number of additional options have been added. This allows administrator users to gain further insight into how orders are being submitted, based on several fitlers. This includes the options:

  • Orders With Payment Types: Matches orders that have the payment type specified in the search field. The search field may contain a comma delimited list of payment types, based on either the payment type codes (AC,RQ,CC,DD,PP,ZP) or payment type names (account,runningquote,creditcard,directdeposit,paypal,zippay)
  • Orders Excluding Payment Types: Matches orders that don;t have the payment type specified in the search field. The search field may contain a comma delimited list of payment types, based on either the payment type codes (AC,RQ,CC,DD,PP,ZP) or payment type names (account,runningquote,creditcard,directdeposit,paypal,zippay)
Additionally within the search filter drop downs the following search options have also been added to allow orders to be matched other order fields:
  • Orders Matching Login ID: Matches orders that have a user assigned to with the exact matching login ID in the search field
  • Orders Matching Email: Matches orders that have the exact matching email address set in the search field
  • Orders Matching Purchase Order Number: Matches orders that have the exact matching purchase order number set in the search field
  • Orders Matching Carrier: Matches orders that have the exact matching carrier set in the search field
  • Orders Matching Freight Carrier: Matches orders that have the exact matching freight carrier code set in the search field
  • Orders Matching Location Name: Matches orders that have the exact matching location name set in the search field
  • Orders Matching Deal Activation Code: Matches orders that have the exact matching deal activation code set in the search field
  • Orders Containing Delivery Org Name: Matches orders that have the start, end with, or contain the delivery address organisation name set in the search field
  • Orders Containing Delivery Contact: Matches orders that have the start, end with, or contain the delivery address contact name set in the search field
  • Orders Containing Delivery Address1: Matches orders that have the start, end with, or contain the delivery address 1 value set in the search field
  • Orders Containing Delivery Address 2 Matches orders that have the start, end with, or contain the delivery address 2 value set in the search field
  • Orders Containing Delivery Address 3: Matches orders that have the start, end with, or contain the delivery address 3 value set in the search field
  • Orders Containing Delivery Address 4: Matches orders that have the start, end with, or contain the delivery address 4 value set in the search field
  • Orders Containing Delivery Postcode: Matches orders that have the start, end with, or contain the delivery address postcode set in the search field
Once the search filter dropdown and search value has been set, upon the user clicking on the Update or Export buttons then the graph data will update based on the search criteria, or the graph's data will be exported to a CSV spreadsheet file.

Functionality Affected: Sales Summary administration centre interface
Impact: Normal


TOT-4004 - Settings to control if freight carrier, service and freight unit measurements should be included when partial freight orders are sent to Smart Freight

When a user submits an order through either a content managed website, or via the Trade interface, or administrator resubmits a freight order, if the order is submitted to SmartFreight as a partial order, then the details of the freight carrier/service selected, freight unit amount, freight total weight, and freight total volume can now be selectively included or excluded within the freight order.
These partial freight order details are controlled within the Administration Centre, under the Stores menu, within the Freight Providers settings interface, via the following settings that now exist:

  • Partial Order Import - Include Freight Carrier/Service: If the order is set to be sent to SmartFreight as a partial order, then this controls if the freight carrier and freight service should be included in the partial order. The freight carrier and service will only be set if the ordering user selected a freight carrier in the Order Freight Carrier Selection screen, or if an Administrator set the Freight Carrier and Freight Carrier Service fields against an order when viewing its details within the Administration Centre's Orders interface.
  • Partial Order Import - Include Freight Unit Amount: If the order is set to be sent to SmartFreight as a partial order, then this controls if the amount of freight units should be included in the partial order sent to SmartFreight.
  • Partial Order Import - Include Freight Weight: If the order is set to be sent to SmartFreight as a partial order, then this controls if the total weight amount (in kilograms) of the order should be included in the partial order sent to SmartFreight.
  • Partial Order Import - Include Freight Volume: If the order is set to be sent to SmartFreight as a partial order, then this controls if the total volume (in metres cubed) of the order should be included in the partial order sent to SmartFreight.
Note that these settings are only relevant if the "Send Freight Orders To 3rd Party Freight Provider" setting is set to "SmartFreight - Partial Import".

Functionality Affected: Order Checkout/Submission
Impact: Normal


TOT-4008 - Thumbnail image list and image viewer within Product Search Results Listing content managed web page area

On a content managed web page displaying either a Product Search Results Listing area or a Category Listing area, for each product displayed there is now the ability to display the product's image list, as well as an image placeholder.
When a user clicks on an image within the image list it can either open within an image viewer, or else update the image placeholder. Additionally there is now an option display an image magnifying glass when the user hovers over an image displayed within the placeholder, allowing the user to digitally zoom 3 times in on the image displayed.
Within both areas the following settings have been added:

  • Image Placeholder Size: Controls the size of the product image displayed within the product image placeholder.
  • Show Image Placeholder Magnifier: If set to Yes then displays an magnifying glass when a user hovers over the image placeholder. It's highly recommended to only set to Yes if the image placeholder only displays image of the same dimensions each time.
  • Show Image Thumb List: If set to Yes then it will allow the product image thumbnail list to display product images. Note that this setting may cause the area to take longer to load due the extra time required to get the list of images for each product. Its recommended to only set this setting to Yes if the product_image_thumbnail_list hook is embedded within the area's assigned format.
  • Image Thumb List Size: Set the size of the product images that display within the image thumb list.
  • Image Thumb List Target: If a user clicks on an image within the product image thumbnail list then this set controls if the the selected image should display within a modal image viewer, or otherwise update the image shown within the image placeholder.
Within the Product Search Record content managed web page area format the following formats have been added:
  • product_image_placeholder: Initially displays the default image of a product, then displays another product image when selected from the image thumbnail list. By default displays a medium sized product image unless the image size is configured within the area settings.
  • product_image_thumbnail_list: Displays a list of product images that can be clicked on to either display within an image viewer, or displayed within the image placeholder. By default displays a thumbnail sized product images unless the image size is configured within the area settings.
Note that currently in other areas that use the Product Search Record format those areas will not be able to render out the product image thumbnail list. As such the product_image_thumbnail_list format hook will display empty.The image magnifier uses 2 CSS classes to position and style it. these are:
  • img-magnifier-container: displays styling need to control positioning that the magnifying glass displays within.
  • img-magnifier-glass: displays styling for the magnify glass.
Website implementors may wish to overload these classes and change the styling of the magnifying glass, such as increasing or decreasing its size, border, or appearance.

Functionality Affected: Product Search Results Listing and Category Listing content managed web page areas
Impact: Normal


TOT-4014 - Setting to run Geocode Locations after Locations Connector data import has completed

When a Locations And Stock Quantities Connector data import is run, upon completing there is now the ability for it to optionally geocode active searchable locations that don't contain any latitude and longitude data. This is important if the locations being imported need to be immediately visible on a content managed website containing a Location Finder area, and those locations don't have the latitude and longitude data that enables them to display.
Within the Administration Centre, under the Data menu, within the Data Imports interface under the Connector Imports tab, for the Locations And Stock Quantities data import clicking on the settings button 2 settings can now be checked, these are:

  • Geocode Active Searchable Locations: If checked then after the data import runs the Geocode Locations process will run.
  • Send Geocode Locations Report Email: If checked and the Geocode Active Searchable Locations setting is checked then when the process runs it will email out a report containing the results of trying to geocode locations.
The Geocode Locations process will find any locations in the project that are active and searchable that don't have any latitudes and longitudes set. For each of these locations it will then call Google's API, passing the address data of the location. If Google finds a single location match then the latitude and longitude data will be updated for the location. If the email report data import setting is turned on then it will email a report to the "Admin Email" (found in Stores menu, Organisation settings) containing the results of trying to geocode each possible location.
If Google's API returns any connection or authorisation issues then the process will stop trying to geocode any further locations once the error has occurred. It's recommended to turn on the Email setting so that administrator users can be aware of any locations that Google is not able to match location data for and needs to be manually fixed up. This can occur if Google finds multiple possible matching locations or no/invalid address data has been set against a location.
Note that turning on the "Geocode Active Searchable Locations" setting may cause the Locations And Stock Quantities data import to take longer to finish. The Geocoding Locations process will look at up to 50 locations in one data import. Subsequent data imports can be run if more than 50 locations need to be processed. This ensures that the data import doesn't take too long to complete leading to timeout errors within the Connector software.

Functionality Affected: Locations And Stock Quantities Connector data import
Impact: Normal


Bug Fixes


TOT-3997 - Unable to enter 4 digit security code for AMEX credit cards within Customer Account Invoice Payment Form content managed web page areas

Within a content managed webpage containing an Invoice Payment Form area, users were unable to pay for their invoices if they are using an American Express credit card that uses a 4 digit security code, since they were only allowed to enter up to 3 characters within the "credit_card_security_code_input" hook's textbox.
Within the Invoice Payment Form area, the "credit_card_security_code_input" area format hook's text box max length has now been increased from 3 to 4 characters to allow AMEX credit card holders to enter their security code in full.

Functionality Affected: Invoice Payment Form content managed web page area
Impact: Normal


TOT-3998 - Guest Checkout/Order Submission setting value set empty if a non super administrator user saves settings within the Checkout Settings Administration Centre interface

Within the administration centre, under the Stores menu, within the Store Settings interface's Checkout tab, if an administrator user clicked on the Save button, then the value of the 'Guest Checkout/Order Submission' setting would be set to empty. Because of this the Guest Checkout/Order Submission feature would be turned off, not allowing guest users to order without logging in first.
Now within the Store Settings interface's Checkout tab, if an administrator user clicks on the Save button, then the value of the 'Guest Checkout/Order Submission' setting will now correctly not be changed, ensuring that the Guest Checkout/Order Submission feature's setting is not changed.

Functionality Affected: Store Settings Administration Centre interface
Impact: Major


TOT-3999 - Product Search Results Listing content managed web page area incorrectly showing product unit price as $0.00 when no price level price exists but an account price exists

Within a content managed web page containing a Product Search Results Listing area, for products listed in the area that contained no price-price level for the user's assigned price level, if the product had customer account pricing that is applicable to the user and product, the pricing hooks in the area's Product Search Record format were still incorrectly showing with $0.00 prices.
Now within a Product Search Results Listing area, for products listed in the area that contained no price-price level for the user's assigned price level, if the product had customer account pricing that is applicable to the user and product, the pricing hooks in the area's Product Search Record format will now show the customer account price, instead of showing $0 price-level prices.

Functionality Affected: Product Search Results Listing content managed web page area
Impact: Normal


TOT-4002 - Users with Login IDs exceeding 35 characters in length are unable to add products to their list of favourites

Within a a content managed website, within any web page areas that allowed a user to add a product to their list of favourites, if a user had a Login ID that is longer than 35 characters then they were unable to add products to their favourites list, with an error message anytime they tried to do so.
Now within any web page areas that allow a user to add a product to their list of favourites, if a user has a Login ID that is longer than 35 characters, or the product has a product code exceeding 35 characters then the user will now be able to correctly add products to their favourites list.

Functionality Affected: Product content managed web page areas
Impact: Normal


TOT-4005 - News/Blog Item content managed web page area editor not saving setting changes

Within the Administration Centre, under the Websites interface, upon right clicking on a content managed web page that contains a News/Blog Item area, after clicking on View All Areas, then clicking on a News/Blog Item area, after un-checking the "Allow Any News/Blog Group To Show Items" setting then setting a value in the News/Blog Item ID setting, after clicking on the Save button, the settings were not being saved when the area editor is re-opened again.
Now within the News/Blog Item area editor, after un-checking the "Allow Any News/Blog Group To Show Items" setting then setting a value in the News/Blog Item ID setting, after clicking on the Save button, the settings are now correct saved.

Functionality Affected: News/Blog Item content managed web page area editor
Impact: Normal


TOT-4006 - Project Traffic Statistics administration centre interface unable to load daily statistics when the user clicks on the View Traffic Statistics button on the Home page

After a user logged into the Administration Centre, on the Home page, after the user clicked on the View Traffic Statistics button, the Project Traffic Statistics interface was incorrectly unable to load the graph data and an error message was displaying.
Now the Project Traffic Statistics interface correctly loads its data over a secure connection when the interface is loaded after the user clicks on the View Traffic Statistics button.

Functionality Affected: Home Administration Centre interface
Impact: Normal


TOT-4009 - HTML character codes for currency symbols incorrectly display within the minimum order pop-up message within the Basket Listing content managed web page area

On a content managed web page that contained a Basket Listing area, if minimum order checks had been turned on and the basket total was under the minimum order total, then when the minimum order alert box was turned on it displayed a message that incorrectly showed the currency symbol as a html character code.
Now when the minimum order alert box is turned on it displays a message it now correctly shows a currency symbols not as a html character codes.

Functionality Affected: Home Administration Centre interface
Impact: Normal

TOTECS Platform Release 14.02

Improvements


TOT-3981 - Facility Role permission to control if users have ability to choose SmartFreight freight carrier options within Order Checkout/Submission content managed webpage areas

On a content managed web page containing a Order Checkout/Submission area, or within the Trade interface's Order Checkout page, if the project's "Freight Provider Calculate Order Freight Surcharge" setting is set to Yes and the "Integrated Freight" project setting is set to ON, then previously in the Order Details the Freight Carrier Selection format would display allowing the user to choose from a list of carriers obtained from SmartFreight. Now there is a facility role permission called "View Order Freight Carrier Selection" that additionally controls whether users assigned to each role are allowed to view the freight carrier selection. This will allow certain users to skip choosing a freight carrier when this new permission is set to deny.
When the "View Order Freight Carrier Selection" facility role permission is set to deny and the "Send Freight Orders To 3rd Party Freight Provider" setting is set to "SmartFreight - Full Import", the permission will cause a submitted order to partially import into SmartFreight to occur instead, since no freight carrier had been assigned to the order.
Within the Administration Centre, under the Users menu, within the User Permissions interface, upon editing a Facility Role, the "View Order Freight Carrier Selection" permission can be to either Allow or Deny from there. Once a facility permission role is saved, then when a user assigned to the role next logs in the permission's setting will come into effect.

Functionality Affected: Order Checkout/Submission content managed web page area, Trade interface's Order Checkout page, SmartFreight Freight Order Submission process
Impact: Normal


TOT-3859 - Ability for Sales Reps to view and use other users baskets linked to customer accounts they are allowed to order with

On a content managed web page containing Basket Selection areas, there is now the ability for Sales Rep users to be able to see baskets assigned to other users who are assigned to the same customer accounts that the Sales Rep user is able to order with. Additionally Sales Rep users are able to switch and order with these other user baskets. This will allow both Sales Reps and customers to share and order with the same basket.
Within the Administration Centre, from the Users menu, within the User Permissions interface, when modifying a Facility Role, under the "Sales Representative Permissions" a new permission labelled "Switching Customer Account User Baskets" has been added that if set to Allow sales rep users assigned to the permission role are allowed to see and use other users baskets. The user will be able to switch to and use any other user's basket if the "View Customer Account Users" is also set to allow, otherwise the user will only be able to switch and use other users baskets when those users are assigned to a customer account that the sales rep user's sales representative ID matches.
The Customer Account Selection content managed web page area has been modified to contain a setting labelled "User Basket Selection Web Page" that controls the web page that user's may be taken to when wanting to switch to a user basket assigned to the same customer account. That setting controls the "search_record_view_user_baskets_webpage_url" hook that can be within the "Customer Account Selection Record" area format. The area also now has a hook labelled "search_record_view_user_baskets" that indicates whether the user is allowed to switch baskets for the customer account. It is either set to Y or N, and can be used to hide or show a button/anchor that takes the user to a page containing a Basket Selection area.
The Basket Selection content managed web page area now supports displaying user baskets associated to a customer account that a sales rep user has permission to switch to. The area's "Basket Selection Record" format now contains a hook labelled "basket_record_user_owns_basket" that indicates whether the user viewing to basket owns it or not. The hook may be used to hide a basket deletion anchor/button from showing, since only users who own a basket are allowed to delete a basket.
The order checkout process has now been modified to allow users who have the "Switching Customer Account User Baskets" permission to be able to view, add products to a basket that is owned and used by another user, then perform checkout to confirm the order.
All these changes can a sales rep user who is given permission to perform the process where they view a content managed web page containing a Account Selection area, click on a View/Switch Basket button to be taken to a web page showing all the user baskets that they are allowed to switch to and order on behalf of, then choose a basket that they wish to use and order with.

Functionality Affected: Basket Selection and Customer Account Selection content managed web page areas, Basket Switching process, Order Submission process
Impact: Normal


TOT-3980 - Allow selected year drop down to stay selected after a model is selected within the Model Search Form content managed web page area

On a content managed web page containing a Model Search Form area, as well as within the Trade interface's Model Search Form. If the user selects a Make within the Make drop down, then chooses a year in the Year drop down, if the user then chooses a model in the Model drop down, then the Year drop down will now keep the previous year selected as long as the selected model has match for the year. If it doesn't then the year drop down will revert to displaying the All Years option.

Functionality Affected: Model Search Form content managed web page area, Trade interface
Impact: Normal


TOT-3960 - Resend Emedia Email to users who haven't read the email within Emedia Messaging Admin Centre interface

Within the Administration Centre, under the Marketing menu, within the Emedia Messaging interface, upon clicking on the View Results button for an Emedia Email, in the Emedia Results dialog within the Send Out Date table there is an additional button labelled "Resend Unviewed". If clicked on it will display a confirmation dialog, that when confirmed will allow the Emedia Email to be resent to any users who had not viewed the email at the particular send date.
Note that users may receive this email multiple times if they either don't allow images/content to be downloaded when the email is viewed, or they are viewing the email in its plain text form. Also note that the email resent to the users will be based on the currently configured email set for the Emedia at the time.

Functionality Affected: Emedia Messaging administration centre interface
Impact: Normal

TOTECS Platform Release 14.01

Improvements


TOT-3952 - Facility role permission setting to determine if a sales rep user can choose from the payment types of the customer account they are assigned to or currently using

There is now the ability to restrict users when switching customer accounts on using the payment types assigned to their primary assigned customer account, instead of switching across to the payment types matching the customer account in use.
Within the Administration Centre, under the Users menu, within the User Permissions interface, upon modifying a Facility Role, under the "Briefcase My Details Permissions" section a new permission now appears labelled "Switch Customer Account Payment Types". If these is set to Allow (default) then when a user switches customer accounts, then the payment types they are allowed to select to order with will match payments set for the customer account in use. If the permission is set to Deny, then the payment types the user is allowed to order with always remain the same, based on the customer account they are directly assigned to.
Note that this new permission is ignored if the user tries to checkout with a customer account that requires the order to be paid with a credit card because the account is on hold, outside its payment terms, or outside its balance limit.

Functionality Affected: Basket Switching process, Order Checkout/Submission process
Impact: Normal


TOT-3962 - Don't allow users to proceed through order checkout if no freight carrier is selected from available 3rd party retrieved carriers

On a content managed web page containing either a Guest Order Checkout/Submission area or a Order Checkout/Submission area, if the project's "Freight Provider Calculate Order Freight Surcharge" setting is set to yes and the "Freight Provider Surcharge Calculation Fail Action" setting is set to "Continue Processing Surcharge Rules". Then when a user proceeds through the order checkout process and has the ability to choose from one or more freight carriers found via SmartFreight, if the user does not select a carrier they will now be blocked from continuing on to the Order Review page and instead see the error message that is set in the "3rd Party Freight Carrier Not Found" project setting.
Note that if SmartFreight did not find any 3rd party carriers then the user will be still allowed to proceed with the order checkout process, ensuring they can complete the process if Smartfreight's system was unavailable.

Functionality Affected: Basket Switching process, Order Checkout/Submission process
Impact: Normal


TOT-3969 - Order Surcharge ACTION rule to control if order is allowed to be sent to SmartFreight

There's now the ability to control which orders submitted by users are sent to SmartFreight if the Integrated Freight feature is turned on.
Within the Administration Centre, under the Stores menu, within the Order Surcharges interface, upon creating an ACTION rule, within the "Add New Action Rule Node" dialog, in the actions drop down a new option labelled "Send Order To Freight Provider %VALUE%" now appears. If selected, and the value textbox is set to NO, N, or FALSE, then when a user proceeds through the Order Checkout/Submission process, once they have submitted the order and the Integrated Freight Feature is turned on, then the order will be ignored from submitting to Smart Freight. If the surcharge rule is set to Y or YES then the order will be allowed to be sent to SmartFreight if configured to do so.
Note that this surcharge rule does not have any bearing if orders are resubmitted by admins from the within the Orders Administration Centre interface, or by Purchasing Manager users without modifying a pending order.

Functionality Affected: Basket Switching process, Order Checkout/Submission process, Order Surcharges administration centre interface
Impact: Normal


TOT-3977 - Payment gateway to send credit card payments to Eway that forces credit card CVN number validation

An additional credit card payment gateway has been added the enables credit cards to be set to Eway's payment gateway that provides additional checks on a credit card's CVN number (3 or 4 digit code on the back of a card). This may be required when a merchant bank account is set up with certain banks, such as Bendigo Bank.
Within the Administration Centre, under the Stores menu, within the Payments interface, under the Credit Card section, for the "Credit Card Payment Gateway" setting there is now an option labelled "Eway (With Card CVN Number Checks)". When selected this will allow credit card payments made either through the Payments admin centre interface, Order Checkout/Submission process, or customer account invoice payments to be sent to Eway, and processed through its CVN web service endpoint.

Functionality Affected: Eway Credit Card Payment process, Stores Payments administration centre interface
Impact: Normal


TOT-3979 - Pagination within Basket Products Listing content managed web page area

On a content managed web page containing a Basket Products Listing area, there is now the ability to limit the amount of products that display in the area, and allow users to paginate the area. This can be used to speed up how long it takes for the area to load, especially when many products exist within the user's basket.
Within the Administration Centre, under the Websites menu, within the Websites interface, upon viewing a content managed web page within the Web Page Editor, viewing the Editor of a Basket Products Listing area a new setting labelled "Basket Products Records Per Page" now appears. If the setting is set to a number then it will limit the amount of products that appear in the area.
Within the area's Basket Header and Basket Products Footer formats the following format hooks now exist that allow paginator elements to be embedded within the area:

  • basket_products_page_number: Number of the page currently showing products within the basket.
  • basket_products_page_list: List of page numbers allowing the user to paginate between pages of basket product records.
  • basket_products_next_page_class: Suffix CSS class text that specifies if the user can paginate forward any further
  • basket_products_prev_page_class: Suffix CSS class text that specifies if the user can paginate backwards any further
  • basket_products_next_page_anchor: Anchor element that allows the user to paginate to the next page of products
  • basket_products_prev_page_anchor: Anchor element that allows the user to paginate to the previous page of products
  • basket_products_per_page_dropdown: Drop down that allows the user to change the amount of products displayed per page.
  • basket_products_page_number: Number of the page currently showing products within the basket.
If the area's "Basket Products Records Per Page" setting is not set then the area will display paginator elements as if only 1 page was returned, that contained 1000 records. It's recommended to only place paginator elements if this setting is set to a number,

Functionality Affected: Basket Products Listing content managed web page area
Impact: Normal


Bug Fixes


TOT-3972 - User Detail admin centre interface not correctly saving Sales Representative ID field of user if the field is unselected

Within the Administration Centre, under the Users menu, in the Search Users interface, after finding a user and clicking on its login ID, within the User Detail interface, if the administration user had left the Sales Representative ID field unselected, then when they clicked on the Update button, the user's Is Password Expired field was ignored from being saved. Now the Password Expired field is correctly saved.
Note this change also occurs for any other user fields in the User Details admin centre interface that are set based on checkboxes.

Functionality Affected: User Detail administration centre interface
Impact: Normal


TOT-3976 - Users unable to filter customer accounts assigned to them within the Customer Account Selection content managed web page area when they don't have permission to view all customer accounts

Within a content managed webpage that contains a Customer Account Selection area, if the user had multiple customer accounts assigned to them and the user was assigned to a Facility permission role that had the View All User Accounts permission set to deny, then the area would initially display all customer accounts assigned to them. If the user then tried to filter the customer accounts by either setting an company name, account code, or login ID search text fields, then after clicking on the Search button no customer accounts would display, regardless of whether the search term matches a customer account. The area now correctly returns a list of customer accounts assigned to them based on the search filters set.

Functionality Affected: Customer Account Selection content managed web page area
Impact: Normal

TOTECS Platform Release 14.00

Improvements


TOT-3903 - Setting to customise the subject in an Enquiry Form content managed web page area submission

When a user submits an enquiry form on an Enquiry Form content managed web page area, the email notification's subject is now configurable for each Enquiry Form area.
Within the Administration Centre, under the Websites interface, for a web page that contains an Enquiry Form area, within the Webpage Editor, in the Enquiry Form area's settings dialog, a new setting labelled "Emarketing Email Subject" has been added that allows the admin user to set the subject that appears in the enquiry form submission email notification.
In the setting admin users may put placeholders allowing the values of enquiry form elements to appear in the subject. To do so place the data hook $element_value_[element_name]$ where [element_name] is replaced with the actual name of the enquiry form's value you wish to embed in the subject ie. $element_value_phone_number$ for an enquiry form that has a phone_number element.
If the Emarketing Email Subject setting is not set or left empty then the email notification subject will default to the default "ENQUIRY REQUEST" subject when an enquiry form email notification is sent.

Functionality Affected: Enquiry Form content managed web page area
Impact: Normal

 


TOT-3920 - Identify traffic from SEOKicks crawler within the Project Traffic Statistics Administration Centre interface

Within the Administration Centre, under the Statistics menu, within the Project Traffic Statistics interface, under the "Requests By Search Engines, Crawlers and Software" section it now is able to report and show requests made by the SEO Kicks crawler. This crawler is associated to www.seokicks.de, which is a marketing company in Germany that crawls websites. Additionally the Project Traffic Statistics interface now loads over a secure connection.

Functionality Affected: Project Traffic Statistics admin centre interface
Impact: Minor

 


TOT-3922 - Allow value_holder data hooks to be placed within Order Surcharge IF rule values

Within the Administration Centre, under the Stores menu, within the Order Surcharges interface, if an IF rule is added to the surcharge tree, there is now the ability to compare the value of a basket/order field with the value set within a value holder. Upon editing or adding an IF rule node, within the Add/Modify IF Rule Node dialog, in the value textbox administrator users can enter the data hooks $value_holder$, $value_holder2$, $value_holder3$ or $value_holder4$.
When the order surcharge rules are executed within the Trade interface for a content managed webpage containing Freight Surcharge Calculator or within the Order Checkout/Review area the value_holder data hooks will be replaced with the value previously set against them. The evaluated value will then be compared against the order/basket field value that is selected for the IF rule.
Note that only value_holder data hooks will evaluate within IF order surcharge rule values, and other data hooks will fail to evaluate.

Functionality Affected: Order Surcharges admin centre interface, Order Submission process
Impact: Normal

 


TOT-3927 - Customer Account and user hooks in Basket Selection Record area format in Basket Selection content managed web page area

On a content managed web page displaying a Basket Selection area, for each basket record displayed in the area, it is now able to display additional data about the user and customer account assigned to each basket. in the area's Basket Selection Record format the following hooks have been added:

  • basket_record_customer_account_company_name: Name of the company set against the customer account who is assigned to the basket.
  • basket_record_customer_account_contact: Name of the contact person set against the customer account who is assigned to the basket.
  • basket_record_customer_account_business_number: Business number set against the customer account who is assigned to the basket.
  • basket_record_customer_account_territory: Territory set against the customer account who is assigned to the basket.
  • basket_record_user_login_id: Login ID of the user who is assigned to the basket.
  • basket_record_user_contact: Name of contact for the user who is assigned to the basket.
  • basket_record_user_email: Email address of the user who is assigned to the basket.
  • basket_record_user_mobile: Mobile phone number of the user who is assigned to the basket.
  • basket_record_user_name1: First name of the user who is assigned to the basket.
  • basket_record_user_name2: Second name of the user who is assigned to the basket.
  • basket_record_user_name3: Third name of the user who is assigned to the basket.
  • basket_record_user_company_name: Company name set against the user who is assigned to the basket.
  • basket_record_user_display_name: Display name of the user who is assigned to the basket.', 'User Display Name

Any of these format hooks can be optionally embedded within the area's format.

Functionality Affected: Basket Selection content managed web page area
Impact: Normal

 

 


TOT-3929 - Setting to not allow customer account quotes to be converted to orders if one or more products cannot be priced and raise email notification

On a content managed web page area that contains a Customer Account Enquiry Quotes Listing area, if the user has permission to convert a selected quote to an order, there are now settings that controls if the user is allowed to convert a quote to an order when one or more products in the quote cannot be priced. There is also the ability for an email notification to be sent out to nominated email addresses when a user attempts and fails to convert a quote to an order. Additionally new settings have been added to set the message that users see if a quote fails to be converted to an order.
Within the Administration Centre, under the Stores menu, within the Order Settings interface, a section has been added labelled "Quote To Order Conversion". Within that section the following settings have been added:

  • Quote To Order Conversion Line Matching Conditions: Determines the conditions on whether a retrieve account enquiry quote record can be converted into an order, based on how quote lines are matched to products. If set to "At Least One Quote Line Matches A Product" then at least one item line in the quote must match an active priced product for a quote to be allowed to convert to an order. If set to "All Quote Lines Must Match Products" then all item lines in the quote must match an active priced product for the quote to be allowed to convert to an order.
  • Quote To Order Conversion Fail Permission Message: Set the message that displays when a retrieved account enquiry quote record fails to be converted to an order because the user's Facility permission role does not allow them to convert quotes into orders.
  • Quote To Order Conversion Fail No Lines Matched Message: Set the message that displays when a retrieved account enquiry quote record fails to be converted to an order because the none of the quote lines match any active products that the user is allowed to buy
  • Quote To Order Conversion Fail Line(s) Not Matched Message: Set the message that displays when a retrieved account enquiry quote record fails to be converted to an order because one or more of the quote lines match any active products that the user is allowed to buy
  • Send Notification Email When Quote To Order Conversion Fails: Set if an email notification should be sent out when a retrieved account enquiry quote record fails to be converted to an order.
  • Quote To Order Conversion Notification Email Recipients: Set a comma separated list of email addresses who will receive an email notification when a user fails to convert an account enquiry quote record to an order
  • Quote To Order Conversion Notification Email Subject: Set the subject that displays with the notification email when the user fails to convert an account enquiry quote record to an order
  • Quote To Order Conversion Fail Notification Email Content Format: Set the message content that displays within the notification email when the user fails to convert an account enquiry quote record to an order.

Once these settings have been saved then the next time a quote is attempted to be converted into an order within the Customer Account Enquiry Quotes Listing area the settings will come into effect.

Functionality Affected: Customer Account Enquiry Quotes Listing content managed web page area
Impact: Normal

 

 


TOT-3933 - Add settings to Product Quick Add Form content managed web page area to allow the first found product to automatically be added to basket with a default quantity

On a content managed web page containing a Product Quick Add Form area, it now has the ability to automatically add the first found product to basket as soon as one or more products matches the search text given. Additionally the area now supports adding the pack quantity of a product to basket if selected from the unit selection drop down. The area also supports setting the quantity of the product already added to basket in the quantity text box, as well as setting a customisable default quantity if the product has not yet been added to basket.
With the area's settings window within the Administration Centre's Web Page Editor interface the following settings have been added to the Product Quick Add Form area:

  • Initially Select Add Product To Basket Checkbox: If set to Yes, then within the area's Basket Quick Add Form area format if a checkbox exists with the ID of the "quick_add_product_auto_add_checkbox_id" data hook value, then the check box will be selected when the area initially loads on page. This controls if the first product found in the quick add should be added automatically to basket or not.
  • Select Product Pack Unit: If set to Yes then if a drop down element is embedded within the Basket Quick Add Form area format with the ID of the "quick_add_product_unit_select_element_id" data hook value, then the default option set for the drop down should be set to PACK if the product found can be added to basket in as the quantity that makes up a pack.
  • Default Product Quantity: Either leave empty or set a numeric quantity that will be set in the area's quantity textbox when a product is found and hasn't been previously added to basket.
  • Increase Product Quantity By: Either leave empty or set a numeric quantity that will be added to the quantity of a product that has already been added to basket, and is displayed in the quantity textbox. This allows the quantity of the product added to basket to increase when added to basket from the area multiple times, such as using a barcode scanner device.

Within the area's Basket Quick Add Form area the following hooks have been added:

  • quick_add_product_auto_add_checkbox_id: Contains the ID that needs to be set within the ID attribute of a checkbox element, that controls if the first found product should be automatically added to basket without being selected.
  • quick_add_product_unit_select_element_id: Contains the ID that needs to be set within the ID attribute of a drop down select element, that allows the user to choose if a product is added to basket as individual units, or in pack quantities.

Within the area a checkbox can be embedded within its format to allow the user to choose if they want products to be automatically added to basket if they are the first option found with the search text given. Is this checkbox is selected then the area will select the product automatically and load its details into the area, as well as try to add the product to basket. For this to work the quantity textbox must have a default value set, based on the settings configured within the area. If the product is successfully added to basket then the area will clear the details of the product and focus back to the search textbox. If a product previously added to basket is loaded in the area, then its quantity will be set in the quantity textbox. If the Increase Product Quantity By area setting is set to a numeric value then the quantity in the textbox will be increased by the amount set. This allows barcode scanners to be used to repeatedly enter the same product code, with each scan increasing the product quantity added to basket.
Additionally within the area a select drop down can be embedded that allows the user to choose if they wish to add an individual quantity to basket or a pack quantity (if the product has multiple quantities per pack set). This drop down can be automatically set to always choose the pack option if available for the product based on the area's Select Product Pack Unit setting.

Functionality Affected: Product Quick Add Form content managed web page area
Impact: Normal

 

 


TOT-3934 - Settings to calculate freight order units based on weight for SmartFreight orders

For an order submitted by a user through either the Trade interface, or content managed website, or an freight order resent from the within the Administration Centre's Orders interface, if the order is sent to Smartfreight then the freight unit set within the order data can now be determined based on the total weight of products in the the order. Additionally there is now the ability to determine the freight unit set in the SmartFreight order data factoring both volume and weight of the order.
Project settings have been created to specify the maximum weight of each freight unit, and the weight threshold before a larger freight unit should be used.
Within the Administration Centre under the Stores menu, within the Freight Providers settings interface, under the Freight Provider - SmartFreight section the following settings have been added:

  • Freight Unit 1 Weight: Sets the the amount of weight (in kilograms) that can fit into the selected first freight unit setting. This is used to calculate the quantity of units needed to carry the freight, which is used for freight cost estimates and full order importing.
  • Freight Unit Chosen By Checking: Determines which freight unit is set within the order when sent to SmartFreight. This is based on checking either the volume thresholds against the total order volume, the weight thresholds against the order total weight, or both. If both volume and weight is checked then the highest unit of either will determine the freight unit used.
  • Freight Unit Weight Threshold 1: Set the a value in kilograms that if the total order weight exceeds will cause the second freight unit to be set in the order details sent to SmartFreight.
  • Freight Unit 2 Weight: Sets the the amount of weight (in kilograms) that can fit into the selected second freight unit setting. This is used to calculate the quantity of units needed to carry the freight, which is used for freight cost estimates and full order importing.
  • Freight Unit Weight Threshold 2: Set the a value in kilograms that if the total order weight exceeds will cause the third freight unit to be set in the order details sent to SmartFreight.
  • Freight Unit 3 Weight: Sets the the amount of weight (in kilograms) that can fit into the selected third freight unit setting. This is used to calculate the quantity of units needed to carry the freight, which is used for freight cost estimates and full order importing.
  • Freight Unit Weight Threshold 3: Set the a value in kilograms that if the total order weight exceeds will cause the fourth freight unit to be set in the order details sent to SmartFreight.
  • Freight Unit 4 Weight: Sets the the amount of weight (in kilograms) that can fit into the selected fourth freight unit setting. This is used to calculate the quantity of units needed to carry the freight, which is used for freight cost estimates and full order importing.
  • Freight Unit Weight Threshold 4: Set the a value in kilograms that if the total order weight exceeds will cause the fifth freight unit to be set in the order details sent to SmartFreight.
  • Freight Unit 5 Weight: Sets the the amount of weight (in kilograms) that can fit into the selected fifth freight unit setting. This is used to calculate the quantity of units needed to carry the freight, which is used for freight cost estimates and full order importing.

If the Freight Unit Chosen By Checking setting is set to Volume then only the Freight Unit Volume Thresholds settings will be checked against when a freight order is sent to SmartFreight. Is the setting is set to Weight then only the Freight Unit Weight Thresholds settings will be checked against when a freight order is sent to SmartFreight. If the setting is set to Volume and Weight then both the volume and weight threshold settings will be checked against. In this case the freight unit chosen will be based on the freight unit that meets the highest volume or weight threshold. If thresholds are set to 0 then freight units for these thresholds will be ignored.
It is recommended to use both weight and volume settings to determine the most accurate amount of freight the that ordered products need to be packaged in. Note that these settings only need to be set if the "Send Freight Orders To 3rd Party Freight Provider" is set to "SmartFreight - Full Import" or the "Freight Provider Calculate Order Freight Surcharge" setting is set to Yes, to ensure that SmartFreight can correctly price the order with the correct number of freight units specified.

Functionality Affected: SmartFreight Order submission
Impact: Normal

 

 


TOT-3938 - Settings to control how order products are sorted when sales order is displayed within the Trade interface, content managed website, Administration Centre and sent to the Connector software

Within the Trade interface, Administration Centre, content managed websites, and Connector order submission the ordering of products in Order Review and Order Detail areas and listings is now controlled 2 new settings added to the Administration Centre. This allows administrators to have further control over how products are sorted, both for users and within their own connected business system.
Within the Administration Centre, under the Stores menu, within the Order settings interface, the following settings have been added:

  • Order Products Sort By Field: Set the field used to sort products that display within an order, as well as when sent to the Connector software/connected business system. By default the setting is set to Product Code to maintain previous sorting behaviour.
  • Order Products Sort By Direction: Set the direction that products are sorted by when displayed within an order, as well as when sent to the Conenctor software/connected business system. By default the setting is set to Ascending to maintain previous sorting behaviour.

Once these settings have been saved then they will apply when any users reference the webpage where they are viewing the order detail from, or when an order is next submitted to the Connector software.

Functionality Affected: Order Submission process
Impact: Normal

 

 


TOT-3939 - Setting to set the prefix text within the Special Instruction field when an order is sent to SmartFreight

When an order is submitted through either the Trade interface, content managed website, or the order resent from the Administration Centre's Orders interface to SmartFreight, within the SmartFreight order detail, within the first Special Instructions field a setting now exists to control what prefix text is set in the field before the delivery contact name and order instructions.
Within the Administration Centre, under the Stores menu, within the Freight Providers settings interface a new setting has been added labelled "Smart Freight Order Special Instructions Prefix Text". The value set in this setting will be placed at the beginning of the SmartFreight order's Special Instructions field. By default the setting is set to "ATTN:". The maximum length for the setting is set to 50 characters.

Functionality Affected: SmartFreight Order Submission process
Impact: Minor

 


TOT-3947 - Setting to allow the allocated Sales Rep ID to be seen on Order Confirmation Email Notification when a non sales rep user submits an order

When a user submits a sales order either through the Trade interface, or from a content managed web page containing an Order Checkout/Submission, Guest Order Checkout.Submission, Pending Order.Review areas, when the order is submitted by a user who is not set as a sales rep user, and the "Sales Rep Assigned To The Order" setting within the Administration Centre's Order interface is set to "Account", then when the order confirmation email notification is sent out the details of the sales representative assigned to the order are able to display within both the email content, and order attachment with the existing data hooks provided in the "Order Confirmation Email Message Format" and "Order Confirmation Email Order Detail Format" settings.
Within the Administration Centre, under the Stores menu, within the Order settings interface, a new setting labelled "Display Sales Rep Details Assigned To Order" has been added. If it is set to Yes then the details of sales rep assigned to the order will display in the order confirmation email, else if the setting is set to No then if the user who submitted the order is assigned as a sales rep user, then the details of the sales rep assigned to the user will be displayed (the default behaviour).

Functionality Affected: Order Submission process
Impact: Normal

 


TOT-3950 - Set a sender email field when an order is submitted to SmartFreight

When an order is submitted via either the Trade interface, content managed website, or via the Administration Centre, if the project is configured to be send the order to the SmartFreight service with either the partial import or full import, in the order details an additional field called "sendemail" will now be set that places the email address of the "Order Sender Email Address" project setting into the field, if the setting is not empty. This will allow SmartFreight to send out an email notifications to the customer notifying them of the delivery taking place with the freight carrier.

Functionality Affected: SmartFreight Order Submission process
Impact: Normal

 


TOT-3954 - Ordering field for product images to sort list of images for a product

For product images a new field has been added called "Ordering" that can be set to control how product images are sorted when multiple images are assigned to a product, and the product is displayed in a list on a content managed web page containing a Product Detail area.
Additionally the image's ordering field may determine which image should show for an image within Product Search Results Listing areas, order details areas, and other places a product's image displays. The ordering field is only used if no primary image is set for a product. The product images will be sorted based on the image containing the lowest ordering to the highest ordering.
Within the Administration Centre, under the Inventory menu, in the Product Editor interface, under the Images tab a new field called "ordering" has been added to allow a numeric value set by an administrator user.
The ordering field of a product image can also be set by the Connector via the Product Image connector data import, if the ordering field is set active within the Connector, otherwise the ordering field's data won't be changed.

Functionality Affected: Product Image data import, Product Editor admin centre interface
Impact: Normal

 


Bug Fixes


TOT-3918 - User Detail Administration Centre interface incorrectly showing primary inactive customer account address

Within the admin centre, under the Users menu, within the User Search interface, after finding a user and clicking on the user's login ID, within the Users Details interface, under the the Account Information section, it was incorrectly showing an inactive primary address of the customer account the user is assigned to.
Now within the Users Details interface, under the the Account Information section, it will only show active primary address details of the customer account the user is assigned to. If no active primary address exists for the customer account then it will display empty address fields.

Functionality Affected: User Detail admin centre interface
Impact: Normal

 


TOT-3921 - Orders and invoices paid with SecurePay credit card payment type incorrectly rounding payment amount

Within either the Trade interface, or on a content managed website that contains an Order Checkout/Submission area, after a user had added products to basket and proceeded to the Order Checkout Detail area, if they clicked on the Credit Card payment type, then clicked the next button, and enter the credit card details and clicked the pay button, if the payment gateway handling the credit card payment is set to Secure Pay, then the payment amount may have its cents incorrectly rounded up or down. This caused a difference between the order total amount inc. tax, and the payment amount.
Now the payment amount is correctly not rounded when sent to SecurePay, ensuring that the payment total matches the invoice/order/custom payment amount required.

Functionality Affected: Secure Pay Credit Card Payment process
Impact: Normal

 


TOT-3931 - Add to Basket Javascript event listener is not being fired after product added to basket in Product Deals Listing content managed web page area contained within an area popup

On a content managed web page containing any area that calls an area popup, if the area within the popup caused an event to take place that 3rd party javascript is listening to, the event won't be called because at the time the event listening function was added the area within the popup wouldn't have existed.
To get around this issue an additional parameter has been added to the TOTECS.retail.fs.createWebPageAreaPopupDialog dialog called afterAreasLoadedFunction.
This parameter takes a function that will be called once the areas within the popup dialog have loaded. It is within this function that Javascript code called to add an event listener to one or all areas that loaded in the function, or on the web page.

Functionality Affected: content managed web page
Impact: Normal

 


TOT-3932 - Customer Account Listing content managed web page areas displays incorrect date range when pagination is selected and date range is set to Last 90+ Days

On a content managed web page that contains either a Customer Account Invoice Listing, Customer Account Sales Order Listing, Customer Account Back Order Listing, Customer Account Credit Listing, Customer Account Payment Listing, Customer Account Quote Listing or Customer Account Transaction Listing, if the user had set the date range drop down to the "Last 90+ Days" option, then if the record list contained multiple pages of records, upon the user clicking on any page number link, the date range drop down would incorrectly no longer display "Last 90+ Days" date option.
Now if the user had selected the "Last 90+ Days" date range drop down option, then the option will correctly still stay selected if the user paginates to another page of records.

Functionality Affected: Customer Account Invoice Listing, Customer Account Sales Order Listing, Customer Account Back Order Listing, Customer Account Credit Listing, Customer Account Payment Listing, Customer Account Quote Listing or Customer Account Transaction Listing content managed web page areas
Impact: Normal

 


TOT-3935 - Related Products Connector data import unable to link products together when a product contains letters in its keyProductID

Within the Administration Centre, under the Data menu, within the Data Imports interface, in the Connector Imports tab when the Related Products data imports ran, for each related product record being processed, if the Key Product ID of a product contained a letter character, then the data import would fail to relate one product to another.
Now if the Key Product ID of a product contains a letter character, then the data import will now correctly relate one product to another.

Functionality Affected: Related Products Connector data import
Impact: Normal

 


TOT-3936 - Users incorrectly allowed to add an out of stock product to basket when Check Stock setting is turned on and the user does not have permission to back order

Within either the Trade interface or from a content managed website, if a user tried to add a product to basket and they are assigned to a inventory role that either has the backorder permission set to deny, or the product has an override with the backorder permission set to deny, and the Check Stock project setting is turned on, then the user would incorrectly be to add the product to basket that they weren't allowed to.
Now users will correctly be unable to add a product to basket when the quantity being added exceeds the available stock quantity.
Previously the add-to-basket process was incorrectly checking to see if the user's inventory role had the back order permission set to Allow, as opposed to Deny. The bug only affects customers who have the "Check Stock" project setting turned on.

Functionality Affected: Add Product To Basket process
Impact: Normal

 


TOT-3941 - User Detail content managed web page area not showing correct customer account balance when the user is not a sales rep and has permission to switch accounts assigned to them

On a content managed webpage display a User Detail area, if the user was not a sales rep user and was assigned to a Facility Role that had the "View Customer Accounts" permission set to allow, then when they switched to a customer account they were assigned to the User Detail area would not incorrectly still show the balance of the account assigned to their primary basket.
The User Detail area now will show the details of the customer account that the user has assigned to them and has switched to.

Functionality Affected: User Detail content managed web page area
Impact: Normal

 


TOT-3943 - Product back order warning message not displaying when an out-of-stock product quantity is added to basket and Check Stock is setting set to WARN and user has permission to back order a product

Within in either a content managed website or on the Trade interface, if the "Check Stock" order setting is set to "Warn" then the warning message wasn't being displayed if a user added a product to basket from either interface and the quantity added exceeded the available quantity of the product when the user is assigned to an inventory permission role that allowed them to back order the product.
Now if the "Check Stock" order setting is set to "Warn" then warning message will be displayed if a user adds a product to basket from either interface and the quantity added exceeds the available quantity of the product, regardless of whether the user has permission to back order the product or not.
Note that if the "Check Stock" setting is set to BLOCK and the user has permission to back order a product being added to basket that is out-of-stock, the product will be silently added to basket and no blocking mechanism will occur.

Functionality Affected: Product Add To Basket process
Impact: Normal

 


TOT-3945 - Checkout process fails when using ZipPay payment method with invalid user/product data.

Within a content managed webpage containing a Order Checkout/Submission area, when a user tried to checkout using the ZipPay payment method and either the order product data or user data was invalid, the ZipPay API would fail and the user would not receive feedback of the failure. This could cause confusion for the user.
Now if a user tries to checkout using the ZipPay payment method and either product or user data is invalid, an error message will be returned from the ZipPay API and displayed to the user. The user will remain at the Order Detail screen until either the invalid data is corrected or a different payment method is selected.

Functionality Affected: Order Checkout/Submission content managed web page area
Impact: Normal

 


TOT-3948 - Product Attributes Connector data import failing to complete successfully when attribute records contain no dataType property

Within the Administration Centre, under the Data menu, within the Data Imports interface, in the Connector Imports tab, if a Product Attributes data import was ran, the import was not able to successfully complete if the attribute records being imported contain no dataType property. When this property wasn't included in the data then data import would abort with the error "An error occurred whilst trying to create a new attribute in the product attribute data import".
Now if a Product Attributes data import is ran, the import will now successfully complete if the attribute records being imported contain no dataType property. When this property isn't included in the data the data import will ignore trying to read the dataType property if it doesn't exist and by default set an attribute's data type to STRING.

Functionality Affected: Product Attributes Connector data import
Impact: Normal

 


TOT-3949 - Un-priced combination products incorrectly appearing in Category Listing and Product Search Result Listing content managed web pages when Allow Zero Price Combination Products setting is set to no

On a content managed web page containing either Category Product Listing, Product Search Results Listing, or any other areas that display a list of products, if the project's Allow Zero Price Combination Products setting was set to No then any combination products that have no pricing set would incorrectly appear in product listing areas.
Now if the project's Allow Zero Price Combination Products setting is set to No then any combination products that have no pricing set will now correctly not appear within the product listings.
Previously the Allow Zero Price Combination Products setting was ingored when standardised pricing was built into the TOTECS platform.

Functionality Affected: Category Product Listing, Product Search Results Listing content managed web page areas
Impact: Normal

 

TOTECS Platform Release 13.03

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:

  • 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
Impact: Normal

 

TOTECS Platform Release 13.02

New Features


TOT-3857 - 2 Factor Authentication for user login using SMS codes

When a user logs into a TOTECS project from a User Login content managed web page area, there is now the ability to authenticate the user using both the login ID and password, as well as a separate 1-time-use code sent to their mobile phone via SMS. This two factor authentication code helps ensure that the user is in possession of an authorized mobile phone, reducing the ability for users to share account credentials which can allow others to easily gain access to the project's data.
To achieve this, TOTECS has integrated into the SMS service provider https://www.smsbroadcast.com.au to send out authentication codes. The platform now supports storing mobile numbers against users, as well as assigning mobile numbers to users generated in the Customer Accounts Connector data import. Additionally a user setting has been added to control whether or not a user requires two factor authentication. If two factor authentication is turned on, but the user does not have a mobile number, then the platform will ignore two factor authentication.
The new settings against a user can be seen by viewing the details of a user, which can be achieved by going to the Administration Centre, under the Users menu, navigate to the Search Users option. Within the Search Users interface, once a user has been searched for, click on the users' Login Id to view the User Details interface. Here you can set the Mobile Number for a user, and also tick the check box "Two Factor Authentication" to turn on this feature for a user.
Settings to control two factor authentication have been added within the Administration Centre, under the Users menu, within the Two Factor Authentication settings interface.
The new settings include:

  • SMS Broadcast Username and Password settings
    This is where you store the credentials to your SMS Broadcast service account
  • Sender Name/Number
    This setting determines the name of the sender that SMS messages will be sent from
  • Message Format
    It is important to note that you must include the $code$ hook within this setting to ensure that the authentication code is sent to the user
  • Code Validity Time
    This setting determines how many minutes an authentication code is valid for
  • Error messages
    The remaining settings are for customising the error messages that will be displayed to users when something goes wrong.

The login form web area format has been modified to allow users to enter the authentication code. This format can be found by going to the Administration Centre, within the Websites menu navigate to the Websites option, then for a given website expand the Web Area Formats Libraries section, expand the User Login/Logout section, expand the User Login section, expand the User Login Form section, now a format can be modified.The new hooks include:

  • two_factor_auth_code_field
    Input for entering the two factor authentication code.
  • two_factor_auth_resend_onclick
    Javascript function that requests another authentication code.
  • two_factor_auth_stage
    Used to hide/show two factor auth content. Returns Y when the user is at the two factor authentication stage, otherwise returns N.

The user registration form web area format has been modified to allow users to enter a mobile number upon registration. his format can be found by going to the Administration Centre, within the Websites menu navigate to the Websites option, then for a given website expand the Web Area Formats Libraries section, expand the User Registration section, expand the User Registration Form section, now a format can be modified.
The new hook includes:
mobile - Text field for the mobile number of the new user

NOTE:
If using two factor authentication within a Master Website Design project, ensure that the javascript is modified to cause the Login dialog to automatically pop up when a user is in the two factor authentication stage of the login process. This can be achieved by modifying the initWebpageElements function within the mwd scripts to ensure that the URL is being checked for both "login_failure_message" and "two_factor_auth_state".

Functionality Affected: User Login, User Login content managed web page area, User Detail Admin Centre interface, User Text File Data Import
Impact: Major

 

 


TOT-586 - Currency Exchange Rates Connector data import

Within the Administration Centre, under the Data menu, within the Data Imports interface, under the Connector Imports tab, a new data import labelled "Currency Exchange Rates" has been added.
This data import will call the project's configured Connector software to have its Currency Exchange Rates adaptor data export that will retrieve the currency exchange rates from its data source. The data import will then update the exchange rate for all currencies that have been provided in the data.
In order for a currency's exchange rate to update in the project the record data from the Connector must have the Sell Currency Code match the project's default currency, and the Buy Currency Code must match the 3 character currency code of a currency listed in the project's Currencies admin interface. Additionally both the buy and sell currencies must have the type set to "FIAT" in order for the exchange rate to update for a currency.
Use the Connector software's adaptor data export schedule to have currency exchange rates automatically update at a specified date/time interval, such as once hourly, daily, or weekly.

Functionality Affected: Currency Exchange Rates Connector data import
Impact: Normal

 


Improvements


TOT-3731 - Assign new users to project's default locale currency when created through New User Admin Centre interface and Customer Accounts Connector data import

Within the Administration Centre, under the Users menu, within the Create User interface, when a new user is created they will be assigned to the same currency as the project's default currency (as controlled by the "Currency" setting within the Stores setting's General tab, under the Locality section).
Additionally if a Customer Accounts Connector data import is run and it creates new users for an account, it too will set the currency for the new users the same as the project's currency setting.

Functionality Affected: Create User admin centre interface, Customer Accounts connector data import
Impact: Normal

 


TOT-3741 - User Search Rules to find users who have not placed orders based on a date period within the Administration Centre

Within the Administration Centre, under the Users menu, within the Search Users interface, as well as within Marketing menu under the Marketing User Groups interface, 2 new User Search Rules in the Order History search category have been added to find users that have not ordered products over a date range, or that have not ordered products in the last amount of days/months/years.

Functionality Affected: Users, Product Deals and Vouchers, Marketing User Groups admin centre interfaces
Impact: Normal

 


TOT-3871 - Alt HTML attribute to product flag images within Product Detail, Product Search Listing, Category Listing content managed web page areas

On a content managed website, when a product flag image is displayed in content managed web page areas that list products, the flag image now contains an alt attribute which contains the label of the product flag being used. This may help search engines and accessibility to the web pages where these images display.

Functionality Affected: Category Listing, Product Search Results Listing content managed web page areas
Impact: Minor

 


TOT-3874 - Basket Summary content managed web page area to refresh once order has successfully submitted in Order/Checkout Submission areas

On a content managed web page area displaying either an Order Checkout/Submission area, or a Guest Order Checkout/.Submission area, if a user proceeds through checkout and successfully submits an order, then any Basket Summary areas displayed on the web page will dynamically update to show that the basket has been cleared and has no products within it. This ensures users are not confused on whether the order successfully submitted and their basket was cleared.

Functionality Affected: Order Checkout/Submission, Guest Order Checkout/Submission content managed web page areas
Impact: Minor

 


TOT-3883 - Settings to control the number of decimal places for quantities and prices displayed in Customer Account Enquiry records

On a content managed webpage displaying any account enquiry areas, as well as within the Trade interface and Administration Centre's Account Enquiry feature, any pricing or quantity displayed from records retrieved from connected business systems are now able to display numbers with configurable number of decimal places, based on new settings that control the amount of rounding occurring.
Within the Administration Centre, under the Stores menu, within the Accounting settings interface, the following 2 settings have been added:

  • Account enquiry Record Price Decimal Places
    Set the number of decimal places that prices displayed within any customer account enquiry records are rounded to. Match this setting with the price rounding occurring in the connected system where records are being retrieved from.
  • Account enquiry Record Quantity Decimal Places
    Set the number of decimal places that quantities displayed within any customer account enquiry records are rounded to. Match this setting with the quantity rounding occurring in the connected system where records are being retrieved from.

These settings will control the rounding of pricing and quantities displayed in customer account enquiry content managed web page areas, as well within the records displayed in the Account Enquiry page within the Trade interface and the Administration Centre.

Functionality Affected:  Account Enquiry Trade interface/Administration Centre page, Stores Settings admin centre interface, Customer Account Enquiry Record content managed web page areas
Impact: Normal

 

 


TOT-3890 - Use price groups when Generate Contract Pricing process is run to reduce product account pricing records generated

Within the Administration Centre, under the Users menu, within the Customer Account Contracts interface, when the Generate Contract Pricing button is pressed, or when a Contract Products text file data import is run, the Generate Contract Pricing process will now create pricing-groups for each contract, and assign the accounts to each contract's pricing group. This generates product account pricing records once for each product assigned to the contract and will eliminate large amounts of pricing records being generated when many accounts accounts are assigned to the same contract.

Functionality Affected:  Customer Account Contract Pricing Generation process
Impact: Normal

 


TOT-3891 - Settings Administration Centre interfaces to load over secure https connection

Within all the Administration Centre's settings the links to the settings interfaces from within the Administration Centre menus now cause the settings interface to load of a https connection, ensuring data within the interfaces is only accessible between the end client browser and the TOTECS servers.

Functionality Affected:  Settings Administration Centre interfaces
Impact: Minor

 


TOT-3894 - User Registration Profile settings to control the Price Tax Format, 2 Factor Authentication and News/Blog Comment Notifications fields for new users

When a new user registers through the User Registration content managed web page area, the User Registration Profile that they register with is now able to control the values of the Price Tax Format, 2 Factor Authentication and News/Blog Comment Notification fields that are set for the new user initially.
Within the Administration Centre, under the Users menu, within the User Registration Profiles interface, when modifying a profile, under the Profile Details section the following fields have been added that allow the default values for new user's created through the User Registration content managed web page area:

  • Price Tax Format
    Controls if registered users sees pricing inclusive of or excluding tax
  • Two Factor Authentication
    Controls if the user must use 2 factor authentication to login (such as receiving a login code via SMS)
  • Receive News/Blog Notifications
    Controls if users are notified of news/blog item comments made against their posts or posts they have commented on

Functionality Affected: User Registration administration centre interface, User Registration content managed web page area
Impact: Normal

 

 


Bug Fixes


TOT-3868 - Primary product image incorrectly being changed to the last product image uploaded when Product Images data import runs

When a product images export is run from the Connector, if a product had multiple images uploaded against it then the last image to be uploaded would incorrectly be made the primary image, regardless of whether the product already had a primary product image set.
The Product Images data import has been modified to correctly not change the existing primary image of a product to a no longer be primary.

Functionality Affected: Product Image data import
Impact: Normal

 


TOT-3873 - When orders are submitted using ZipPay as a payment method, the payment method in the connector is unpaid

When an order was submitted by a user through either the Trade interface or via an Order Submission content managed web page are, if the order's payment type was set to ZipPay, then when the order was submitted into the connector the payment method incorrectly displayed is Unpaid.
Now when an order is submitted with the payment type set to Zippay, the payment method set within the Connector is now correctly displaying as PROPRIETARY.

Functionality Affected: Order submission
Impact: Major

 


TOT-3876 - Customer Account Contracts Admin Centre interface unable to load products of a contract when a product contains a newline character in its name

Within the Administration Centre, under the Users menu, within the Customer Account Contracts interface, upon right clicking on a the Edit context menu item, the Products tab was unable to load products when a product contains a newline character within its product name.
Now the Products tab is able to correctly load products when a product name contains a new line character.

Functionality Affected: Customer Account Contracts Admin Centre interface
Impact: Normal

 


TOT-3879 - User Performance Statistics Admin Centre interface incorrectly showing total ordered products count instead of order count

Within the Administration Centre, under the Statistics menu, in the User Performance Statistics interface the Total Orders displayed in both the summary and table rows was incorrectly displaying the total number of sales order product lines, not the total number of sales.
This figure has now correctly been fixed to show the total number of orders. Additionally the quantity column has been changed to show total number of unique products ordered for each user over the selected date range.
Lastly the User Performance and Product Performance statistics interfaces now initially load data into the data table when the interface initially displays.

Functionality Affected: User Performance and Product Performance statistics Admin Centre interfaces
Impact: Minor

 


TOT-3887 - Global News Group Blogs/Items Listing content managed website area incorrectly not displaying news/blog items when news/blog group visibility is set to display only on content managed websites

On a content managed web page that contained a News Group Blogs/Items Listing area, if the area was assigned to a global container then the area incorrectly did not display any news/blog items for a news/blog group if the group's visibility settings were set to be displayed only on a content managed website.
Now if the area is assigned to a global container and the group of the news/blog items being displayed only is visible from content managed websites, the area will now correctly allow the group's news/blog item's to appear.

Functionality Affected: News Group Blogs/Items Listing content managed web page area
Impact: Normal

 


TOT-3888 - Customer Account Selection content managed web page area Sort By dropdown defaults back to User Login ID if other sort by is selected

On a content managed web page containing a Customer Account Selection area the the Sort By dropdown incorrectly defaulted back to User Login ID if Company Name or any another sort by field was selected.
Now if the Sort By dropdown has a selection changed to Company Name then the area will correctly reload with customer accounts sorted by Company Name and the sort by drop down remembering the last selected option.

Functionality Affected: Customer Account Selection content managed web page area
Impact: Normal

 


TOT-3892 - Make Model Attributes and Products not all loading within the Model Details dialog of the trade interface when bottom most category has multiple products assigned to it

Within the Trade interface, after performing a Make/Model search, upon clicking a model row from the Model search results table, within the Model Detail dialog it failed to finish loading the product data, with the loading messages remain showing and no attribute data displaying.
Now within the Model Detail dialog, if the Model had multiple products assigned to the last category in the Make/Model category tree, the dialog has been modified to ensure that product and attribute data correctly loads when the model's last category contains multiple products assigned to it.

Functionality Affected: Make/Model Search Trade interface
Impact: Normal

 

TOTECS Platform Release 13.01

Improvements


TOT-3328 - Setting to control if order taxes are calculated and rounded at the order total or line level

When products are added to basket and derived orders, tax rounding applied can now be applied in 2 ways, to match the 2 different different ways that business systems can perform rounding.
There is now the ability for baskets and orders to have the tax rounding calculation done in 2 different ways, either by first rounding tax totals for each product/surcharge and then summing up the taxes together to get the final tax total, or the new 2nd method is to calculate the tax by first totalling all the products and surcharges together that use the same taxcode then apply the tax rate to calculate the tax total that is rounded.The tax total from these product/surcharge tax groups is then summed together to provide the final tax total.
The rounding method used should be set the same as the business system that orders are being imported into to ensure the business system calculates tax the same way. Note that if the 2nd method is used then it is recommended to not show the tax amount calculated for each product in the basket and order review web page areas, since the tax amount may not be accurate due to rounding occurring at the order/basket total level.
Within the Administration Centre, under the Stores menu, within the Order Settings interface a new setting labelled "Basket/Order Tax Rounding Method". By default it is set to "Product Line Total" which causes taxes to be rounded for each line total to the number of decimal places specified in the Product Setting's "Price Decimal Places" value. If the setting is set to "Order/Basket Total".then the tax will be rounded at the basket/order level.

Functionality Affected: Product Add To Basket, Order Submission
Impact: Normal

 


TOT-3674 - Automatically set up URL route for categories to be routed to the same page as their parent category

For content managed websites a new Webpage URL routing rule has been added that allows users to be taken to a specified webpage based on the URL matching a specified category, or any of its child categories. This can heavily reduce the amount of routing rules needing to be set up when top level category web pages are used for the same child web pages.
Webpages can be set up for each top level category, with the correct attribute profile. When a user navigates to a sub-category it will automatically route to the webpage assigned to the top level category, therefore having the correct attribute profile.
When new sub-categories are added, an admin user will no longer have to manually set up routing for those sub-categories.
Within the Administration Centre under the Websites interface, within the Webpage URL Routing dialog a new routing entity labelled "Category and Children" has been added. This is the type of routing that needs to be configured for top level categories, to enable the children categories to be automatically routed to the specified webpage.

Functionality Affected: Websites Administration Centre interface
Impact: Normal

 


TOT-3844 - Send an email notification when a user unsubscribes from eMarketing

When Emedia Emails are sent out there is now the ability for an administrator to receive an email notification if any recipient users unsubscribe from emarketing. This allows admins to be easily made aware on who is unsubscribing.
When an Emedia Email is sent out from within the Administration Centre's Emarketing Emedia interface, if a user clicks on the unsubscribe link and unsubscribes from receiving Emails from a given category or all emarketing, a notification email can be sent to the Admin email of the project advising of the unsubscription.
To turn this feature on, within the Administration Centre, within the Marketing menu option, go to the Marketing Settings page.
The following new settings have been added that control the notification emails:

  • Send Administrator Email Notification When Users Unsubscribe From Emarketing
    If set to Yes, then when a user unsubscribes from emarketing, the project administrator will be sent an email notification which can contain details of the user.
  • Unsubscribe Notification Email Subject
    Subject to go within the notification email
  • Unsubscribe Notification Email From Email
    Email address that the notification email is sent from
  • Unsubscribe notification email Format
    Body to go within the notification email.

Functionality Affected: Emarketing Email Unsubscribe, Marketing Settings administration centre interface
Impact: Normal

 

 


TOT-3847 - Location finder requires web area format for controlling the map marker details

On a content managed web page displaying a Location Finder area, when a user cllicks on a location marker, the Location Detail popup can now be customised to show the required details of the location.
Within the Location Finder content managed web page area, when a user clicks a marker on the map, a window will be displayed showing details of the location.
The information within this window can now be controlled by a format within the web area formats library. This format can be found under Location / Location Finder / Location Marker Detail.
This format contains the same hooks as the existing Location Search Record format, except for post search data (distance from user) and onClick functions.
Additionally a new hook has been added, reset_map_onclick. This hook is to be set within the "onclick" attribute of a HTML element within the format.
When the element is clicked, a javascript function will be called which will clear the search input, search results and reset the map to the initial state.

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

 


TOT-3860 - Speed improvements for Make Model Mapping Connector data import

The Make/Model Mappings Connector data import has been improved to run around 7 times faster then previously. Allowing more make/model data to be imported quicker.
Within the Administration Centre, under the Data menu, within the Data Imports interface, when a Make Model Mappings Connector data import is run, it now is able to import and process make model mapping records around 7 times faster than it previously did.

Functionality Affected: Make/Model Mappings Connector data import
Impact: Normal

 


TOT-3869 - Increase of the platform API data upload maximum size to 30MB per request

On the TOTECS platform the maximum upload size of any data uploaded for a project has been increased from 20MB to 30MB per request. The allows for larger data imports from the Connector, as well as larger product image and file attachments.

Functionality Affected: All File Uploads
Impact: Normal

 


TOT-3870 - Allow all products on contract to display in Customer Account Contract Detail content managed webpage area when they are assigned to parent combination products and should not be normally shown

On a content managed web page displaying a Customer Account Contract Detail area, if a product in a contract is assigned to a parent combination product and the project's "Show Combination Children" setting is set to OFF, the area will now ignore this setting and always show products regardless of if they are assigned to a parent combination product or not.

Functionality Affected: Customer Account Contract Detail content managed web page area
Impact: Normal

 


TOT-3871 - Alt HTML attribute to product flag images within Product Detail, Product Search Listing, Category Listing content managed web page areas

On a content managed website, when a product flag image is displayed, the image now contains an alt attribute which contains the label of the product flag being used. This can help for search engine optimization by allowing search engine crawlers to find more information about the displayed image, as well as accessibility.

Functionality Affected: Product Search Results Listing, Category Listing, Product Details content managed web page area
Impact: Normal

 


TOT-3874 - Basket Summary content managed web page area to refresh once order has successfully submitted in Order/Checkout Submission areas

On a content managed web page area displaying either an Order Checkout/Submission area, or a Guest Order Checkout/.Submission area, if a user proceeds through checkout and successfully submits an order, then any Basket Summary areas displayed on the web page will dynamically update to show that the basket has been cleared and has no products within it.

Functionality Affected: Order Checkout/Submission, Guest Order Checkout/Submission content managed web page area
Impact: Normal

 


Bug Fixes


TOT-3787 - Sales Representatives Connector data import fails to complete if a sales rep record matches a different existing record that contain the same sales rep code

When running the Sales Rep import from the Connector or the Connector imports interface within the admin centre, the import could fail to complete if there is an existing sales representative record with the same keySalesRepID to be updated.
Now if a Sales Representatives Connector data import is run, the data import will now check to see if a conflicting sales rep code exists for a matching record being imported, and if so it will now delete the existing sales rep record, before updating another record to have the same sales rep code.
This avoids issues where an existing sales rep record in an external system has been changed to have the sales rep code that matches another previous record that was deleted.
When this occurs the Sales Rep Connector data import too will remove the old record.

Functionality Affected: Sales Representatives Connector data import
Impact: Normal

 


TOT-3848 - Product attachment files deleted within the Product Editor Admin Centre interface still are still hosted and downloadable

Within the Administration Centre, under the Inventory menu, within the Product Editor interface, after a product has been loaded, within the Attachments tab if an attachment is right clicked on and the Delete context menu option is selected, the product attachment's file may wasn't being removed from the platform's servers.
Now the product attachment will be correctly removed from the project's database, as well as its file removed from the platform's servers.

Functionality Affected: Product Attachment Deletion
Impact: Normal

 


TOT-3849 - Unable to paginate or scroll down to the bottom of Customer Accounts Assigned To User dialog in the Search Users Admin Centre interface when dialog height is greater than browser height

Within the administration centre, under the Users menu, within the Search Users interface when viewing the customer accounts assigned to a login, when the interface initially loaded there was no pagination offered despite the number of accounts assigned to a user being greater than the initial 10 results. When the number of results per page is increased, admin users were unable to scroll down to see more the accounts within the account listing area.
The Search Users interface has been modified so that when it's displaying large amounts of records per page, users are now able to scroll down correctly, preventing the dialog from disappearing off the page.

Functionality Affected: Search Users admin centre interface
Impact: Normal

 


TOT-3854 - Product Search Results Listing incorrectly displaying 0 results when attribute search contains multiple attributes with the same word in its name

On content managed web page that is displaying a Product Search Form area. If the area was configured to display a Product Attribute Search Form and the attribute profile used contains multiple attributes, if the name of one attribute has its word(s) contained within the name of another attribute, then when an attribute search is performed in the Product Search Results Listing area it will always fail to display any product search records.
Now if the area is configured to display a Product Attribute Search Form and the attribute profile used contains multiple attributes, if the name of one attribute has its word(s) contained within the name of another attribute before ot, then when an attribute search is performed in the Product Search Results Listing area now correctly is able to search for products.

Functionality Affected: Product Search Form content managed web page area
Impact: Normal

 


TOT-3861 - Product Attachment filenames not being updated when Product Attachment import is run

When the Product Attachments data import is run and a file is replaced by another file with the same keyAttachmentID, the attachment's filename was not being updated.
Now when the Product Attachments and Product Images data imports are run it correctly updates the details of the files being imported

Functionality Affected: Product Image and Product Attachment data imports
Impact: Normal

 


TOT-3864 - Facility role permissions for setting billing/delivery organisation names to be not mandatory functioning incorrectly

On a content managed web page containing a Order Checkout/Submission area, users may have been unable to proceed past the Order Details web area format if the 'Show Address Organisation Name' setting is set to 'Yes', despite the user having the 'Billing Address Organisation Name Not Mandatory' and 'Delivery Address Organisation Name Not Mandatory' permissions both set to allow.
The area has been modified to allow users to successfully checkout when a billing or delivery organisation name is not set and their assigned facility role permission "Billing Address Organisation Name Not Mandatory" and "Delivery Address Organisation Name Not Mandatory" allows them to not specify an address.

Functionality Affected: Order Checkout/Submission content managed web page area
Impact: Normal

 


TOT-3868 - Primary product image incorrectly being changed to the last product image uploaded when Product Images data import runs

When a product images data export is run from the Connector, if a product had multiple images already assigned to then the last image to be uploaded will be made the primary image, overwriting the original primary image that was set in the admin centre.
The Product Images data import has been modified to correctly not change the existing primary image of a product to a no longer be primary. Previously if a product image being uploaded was the primary image then the import would make it no longer primary, which would cause the next image for the product uploaded to become the primary image.

Functionality Affected: Product Search Product Images data import
Impact: Normal

 


TOT-3873 - When orders are submitted using ZipPay as a payment method, the payment method in the connector is unpaid

If an order was made through either a content managed website or the Trade interface and it was paid via ZipPay, when the order was submitted into the Connector its payment method was set to UNPAID.
Now when an order is paid for using ZipPay and submitted to the Connector, the payment method shown within the Connector is now correctly displaying PROPRIETARY

Functionality Affected: Connector Order Submission
Impact: Normal

 


TOT-3876 - Customer Account Contracts Admin Centre interface unable to load products of a contract when a product contains a newline character in its name

Within the Administration Centre, under the Users menu, within the Customer Account Contracts interface, upon right clicking on a the Edit context menu item, the Products tab may have been unable to load products when a product contains a newline character within its product name.
Now within the Customer Account Contracts interface Products tab is able to correctly load products when a product contains a newline character within its product name.

Functionality Affected: Customer Account Contracts admin centre interface
Impact: Normal

 


TOT-3879 - User Performance Statistics Admin Centre interface incorrectly showing total ordered products count instead of order count

Within the Administration Centre, under the Statistics menu, in the Use Performance Statistics Interface, the incorrect values were being shown for the total order quantities and sales amounts.
The Total Orders displayed in both the summary and table rows was incorrectly display the total number of sales order product lines, not the total number of sales.
This figure has now correctly been fixed to show the total number of orders.
Additionally the quantity column has been changed to show total number of unique products ordered for each user over the selected date range.
Lastly the User Performance and Product Performance statistics interfaces now initially load data into the data table when the interface initially displays.

Functionality Affected: User Performance, Product Performance, Category Performance admin centre interface
Impact: Normal

 


TOT-3867 - Unable to paginate in Product Search Results Listing content managed web page area after initial login

On a content managed web page display a Product Search Results Listing area that has products loaded within it, after the user clicked on a paginator element the area could have failed to paginate and update with the next page of product data.
Now if the area is being loaded on a web page that contains parameters within the URL from the first time a user logged in and landed on the webpage with the area, it will now correctly handle the parameters to ensure that the the paginators in the URL correctly reload the area.

Functionality Affected: Product Search Results Listing content managed web page area
Impact: Normal

 

TOTECS Platform Release 13.00

New Features


TOT-3750 - Zippay payment method

Users now have the ability to pay for orders using the Zip Pay payment service.
If a users account includes the payment type "ZP", when a user assigned to that account goes to checkout an order from a Order Checkout/Submission web page area on a content managed website, they will have the ability to select ZipPay as a payment method.
This will redirect the user to the ZipPay website where they can login and confirm payment for the order.
The user will then be redirected back to the content managed website, where they can review the order, and upon submitting the order the ZipPay payment will be confirmed and money transferred from Zip Pay to the business's bank account.
The user then will then need to pay back ZipPay based on the agreed payment terms with Zip Pay.
New settings have been added to the Administration Centre, Stores, Payment Settings interface, which allow admin users to set the ZipPay API key, environment mode (sandbox/live) and locale/currency codes.

Functionality Affected: Store Settings Administration Centre interface, Order submission process, Order Checkout/Submission content managed web page area
Impact: Major


Improvements


TOT-2534 - Add date filtering to the User, Product and Category Performance statistics within the Admin Centre

Within the Administration Centre, under the Statistics menu, within the User Performance, Product Performance and Category Performance interfaces there is now a drop down that allows statistics to be filtered based on a selected number of months. By default this value it set at 1 year.

Functionality Affected:  User Performance, Product Performance and Category Performance admin centre interfaces
Impact: Normal


TOT-2908 - Apply credit card transaction fee when users pay for invoices using Account Enquiry

Within the Trade interface's account enquiry page, or on a content managed web page that contains an account enquiry invoice payment form area, when the user is making a credit card payment for outstanding invoices, there is now the ability to set a surcharge amount or percentage on top of the invoice totals.
This allows customers to factor in the cost of the credit card payment transactions.
Within the Administration Centre, within the Stores menu, within the Accounting Settings interface, there is 4 new settings for configuring credit card surcharges.

  • Credit Card Payments Surcharge
    Adjust this setting to either turn surcharges ON or OFF for credit card payments.
  • Credit Card Payments Surcharge Type
    Adjust this setting to set a fixed amount or percentage based surcharge.
  • Credit Card Payments Surcharge Amount/Rate
    If using fixed amount, enter a dollar value in this field.
    If using a percentage rate, enter a percentage value in this field.
  • Credit Card Payments Surcharge Type
    Select the surcharge type to be used. This can either be the default WEB_CC_SURCHARGE or a surcharge imported from an accounting system.
To configure the tax assigned against the default surcharge type, navigate to the Stores menu, then to the Order Surcharges interface. Here the tax can be selected from the Taxcode dropdown.

Functionality Affected: Stores Settings admin centre interface, customer account payment process
Impact: Normal


TOT-3151 - Flags Connector data import to re-assign contract flags to products after data is imported

Within the Administration Center, in the Data menu, within the Data Imports interface, under the Connector Imports tab, when a Product Flags data import is run from within the interface or from the Connector software, after the flag records have updated the the data import will call for all flags assigned to active contracts that have not expired to be re-assigned to active products.This allows flags to be assigned to products again using flags assigned to imported contracts.
Previously the Flags data import would remove all contract based flags from products that are not local products.

Functionality Affected: Product Flags connector data import
Impact: Normal


TOT-3574 - Create a hook to allow managers to approve or deny orders in pending order detail review format

Within a Pending Order Detail content managed webpage area, improvements have been made to allow users to approve/decline pending orders.
Two new hooks have been added to the Pending Order Detail format:

  • order_approve_onclick (Javascript function that allows a pending order to be approved.)
  • order_decline_onclick (Javascript function that allows a pending order to be declined.)
A new setting within the area options has been added:
Pending Orders Listing Web Page (Determines page to redirect user to once pending order has been approved/declined)

Functionality Affected: ending Order Detail content managed webpage area
Impact: Normal


TOT-3717 - Display Basket Product Field records within Pending Order Review, Basket Products Listing, User Details/Favourites/Orders, Order Print Form, Order Checkout/Submission and Guest Order Checkout/Submission content managed web page areas

On a content managed web page containing either a Pending Order Review, User Details/Favourites/Orders, Order Checkout/Submission, Order Print Form or Basket Products Listing content managed web page area, there is now the ability to display the values of product info fields that a user has set for each product within the order.
A new format has been added to each of these areas, the Basket Product Field Record format. This format contains two hooks:

  • basket_product_field_label (prints the label of the product info field)
  • basket_product_field_value (prints the value set for the product info field)
The Basket Products Listing area uses two new hooks:
  • basket_product_fields (prints the Basket Product Field Record formats)
  • has_basket_product_fields (prints Y if there are Basket Product Field records, or N if there are not)
The Pending Order Review, User Details/Favourites/Orders, Order Checkout/Submission and Order Print Form content managed web page areas automatically print the Product Fields if:
  • the setting is turned on (Admin Centre > Stores > Order Settings > Basket Product Fields)
  • a Basket Product Field Record format has been selected
  • data exists
To get the correct styling for listings that use table layouts (Pending Order Review, Order Print Form, User Details/Favourites/Orders), where every second table row has a different background colour, the following CSS selector can be used to ignore the Basket Product Field rows (rows that have the class .basket_product_field)

Functionality Affected: Pending Order Review, User Details/Favourites/Orders, Order Checkout/Submission, Order Print Form or Basket Products Listing content managed web page areas
Impact: Normal


TOT-3838 - Setting to set a tax free taxcode to lines in sales orders being delivered internationally

For orders being shipped internationally there is now a setting that controls the tax free taxcode assigned to these order lines.
Within the Administration Centre, under the Stores menu, within the Order Settings interface, a new setting has been added labelled "Tax Free Taxcode On International Orders".
This setting allows admin users to set the tax code that will be assigned to order lines when the order is sent to the Connector software, and the order's delivery country does not match the TOTECS project's country (hence the order is being shipped internationally).
If this setting is not set then the original taxcode assigned to the order line's product will still remain assigned.

Functionality Affected: Store Settings admin centre interface, Connector Order Submission process
Impact: Normal


TOT-3843 - Project Traffic Statistics Administration Centre interface to show statistics created by the SQUIZZ.com Connector and Domain Crawler

For any project server requests made by the SQUIZZ.com Connector and Domain Crawler, these requests are now logged and reported within the Administration Centre, under the Stastistics menu, within the Project Traffic Statistics interface, under the Requests By Search Engines, Crawlers and Software section.

Functionality Affected: Project Traffic Statistics admin centre interface
Impact: Normal


TOT-3846 - REST API endpoint to export product customer account pricing

The Data API in the platform has now been modified to allow administrator users to export product customer account pricing data programmatically from a project hosted on the TOTECS platform.
This can allow 3rd party customer systems to obtain all custoemr account product pricing data in their own website, squizz, or business systems by using the data API to export the data.
Within Administration Centre interface under the Data menu, in Data API it will now display logs of requests that are made to the API to obtain product customer account pricing data. This allows administrators to see which users are exporting pricing data.
When the admin user exports product customer account pricing data from the API, the pricing that is returned from the API endpoint will be limited to the products that are active against customer accounts that are active.
Limits have been put in place to ensure that the API in not abused by users, or outside intruders. A maximum of 15 login requests can occur in a 20 minute window create sessions for the API.
When exporting product pricing data its API endpoint can only be called 5 times within a 30 minute window.

Functionality Affected: Data API
Impact: Normal


TOT-3847 - Location finder requires web area format for controlling the map marker details

Within the Location Finder content managed web page area, when a user clicks a marker on the map, a window will be displayed showing details of the location.
The information within this window can now be controlled by a format within the web area formats library. This format can be found under Location / Location Finder / Location Marker Detail.
This format contains the same hooks as the existing Location Search Record format, except for post search data (distance from user) and onClick functions.
Additionally a new hook has been added, reset_map_onclick. This hook is to be set within the onClick attribute of a HTML element within the format.
When the element is clicked, a javascript function will be called which will clear the search input, search results and reset the map to the initial state.

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


Bug Fixes


TOT-3594 - Unable to update content managed website details when its domain changes within the Website Details admin centre interface

Within the Administration Centre, under the Websites menu, within the Websites interface, upon clicking on the website domain, in the Website Details interface when updating the website details, an error message could be displayed and the website's domain fail to update in web page areas.
Now upon modifying the website domain and clicking on the Update Site button, the website's domain will be correctly updated within free draw web page areas, news/blog items and formats that are linked to the website.
The bug was caused by mishandling of data on the server side.

Functionality Affected: Website domain update process
Impact: Normal


TOT-3798 - Users created in Customer Accounts Connector data import not being assigned to default permission roles

When a Customer Accounts Connector data import was run from the connector or the Administration Centre's Data Imports interface, the user that was created for a freshly import customer account wasn't assigned to the default facility and inventory user permission roles set for the project.
Now when a Customer Account data export is run, if a new user is created for an account, then at the time the password is being set for the new users they will also be assigned to the default facility and inventory permission roles, based on the default roles configured within the User Permisions admin centre interface.

Functionality Affected: Customer Accounts connector data import
Impact: Normal


TOT-3809 - _P_PriceEx_rrp_titled hook outputting unnecessary nbsp characters

On a content managed web page displaying a Product Detail area, within the area's Product Detail format the hook _P_PriceEx_rrp_titled was outputting unnecessary nbsp characters, causing conflicts when the CSS property text-decoration is set to line-through.
Within a Product Detail content managed web page area, the hook _P_Price_Ex_rrp_titled now no longer outputs unnecessary nbsp characters.

Functionality Affected: Product Detail content managed web page area
Impact: Minor


TOT-3832 - Related Products Export incorrectly limiting to only export 1000 rows of data from the Related Products Report admin centre interface

Within the Administration Centre, from the Inventory menu, within the Related Product Report interface, when exporting a .CSV file, the .csv file that was exported was being limited to 1000 related product mappings.
Now if the Export Report button is clicked on, then upon clicking on the Download Export Data button, the CSV spreadsheet file downloaded will allow up to 10000 records to display within it.

Functionality Affected: Related Product Report admin centre interface
Impact: Minor


TOT-3835 - Unable to remove User from the Search Users Admin Centre interface when they have related users assigned to them

Within the Adminsitration Centre, under the Users menu, within the Search Users interface, once a user has been found and is selected to be removed, the user could not be removed the user if they had one or more related users assigned to them.
Now the Remove Users functionality has been modified to remove all related users from a user before removing the user themselves. This then allows a user to be correctly removed.

Functionality Affected: Search Users admin centre interface
Impact: Normal


TOT-3842 - Location finder exceeds distance calculation limit, formats being output in incorrect order

On a content managed web page that has a Location Finder area, if there are more than 25 searchable locations within a project, the Google API would return an error when trying to calculate driving distances as there is a limit of 25 calculations per request. The order of locations listed in the search results also occasionally appeared in the incorrect order.
Within a Location Finder content managed webpage area, a new hook "search_distance_limit" has been added, which provides a select dropdown containing distances that a user can limit the search by.
The amount of locations that appear in the search results has been limited to 25, to prevent exceeding the driving distance calculation limit. The search results ordering has been modified to ensure results will always appear ordered by driving distance ascending.

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


TOT-3845 - Location finder fails to parse JSON after multiple location searches

Within a Location Finder content managed webpage area, the area was failing to show search results if one of the locations could not have driving distance calculated.
The area will no longer fail to show search results if one of the locations could not have driving distance calculated.

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

TOTECS Platform Release 12.06

New Features


TOT-3825 - Clone content managed website within the Websites Admin Centre interface

There is now the ability for administrator users to clone an existing content managed website, allowing a new content managed website containing all content copied from an existing website.
This makes it easy for businesses to set up secondary websites based on the exact same structure and content of an existing website.
Within the Administration Centre, in the Websites menu, within the Websites interface, in the Websites tree for each website a new tree node appears labelled "Clone Website".
When this is clicked on the Clone Website dialog will appear where users can enter the domain and other details about the new website.
Once the Create button is clicked on a new content managed website will be created and all of the content of the existing website will be copied across to the new website.
Once a new content managed website is created the TOTECS service will need to be notified about the new website so that the TOTECS platform servers can be configured to forward requests to the website based on its new domain.
Separate the domain of the new website will need to be purchased and DNS records configured to point the domain to the TOTECS platform servers.

Functionality Affected: Websites Administration Centre interface
Impact: Normal

 


Improvements


TOT-2615 - Import the SEO code field via product text file import within the Data Imports Admin Centre interface

When importing product data from CSV spreadsheet file there is now the ability to set SEO Code field data for each product.
Within the Administration Centre, under the Data menu, within the Data Imports interface, under the Text File Imports tab, when running a Products data import, there is now the ability to import the SEO Code data for each product.

Functionality Affected: Products Text File Data Import
Impact: Normal

 


TOT-3749 - Allow guest users to an upload attachment file within the Enquiry Form content managed web page area

On a content managed web page area containing an Enquiry Form area, if the area is viewed as a guest user then it is now able to support displaying the File Upload form element if a ReCaptcha element is also included in the Enquiry Form.
This allows a guest user to upload an attachment file. In order to allow this uploading functionality the ReCaptcha form element must also be embedded within the area. This ensures that only humans can upload files and protects the project from getting spanned with questionable files.

Functionality Affected: Enquiry Form content managed web page area
Impact: Normal

 


TOT-3804 - Display products against news items that aren't assigned to categories

Within a content managed website, in a Product News Listing area, all products assigned to a news item will now display regardless of whether or not that product is assigned to a category.
Previously a product had to be assigned to a category to allow it to display in the Product News Listing area.

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

 


TOT-3808 - Export Product Stock Levels Data API to return product description fields

Within the TOTECS API, when calling the Export Product Stock Levels endpoint, for each product record returned it now includes the product's description1, description2, description3, and description4 fields for each record returned.
This allows customers and other external systems to obtain more data about the products being sold that are connected through the TOTECS API.

Functionality Affected: Export Product Stock Levels API endpoint
Impact: Normal

 


TOT-3810 - Display product customer account prices with a quantity break of less than 1 in Category and Product Search Result Listing content managed web page areas

There's now the ability for products with customer account specific volume discounts pricing to display in product search result listings, when the volume has a quantity set at below 1 and the project is configured to allow volume discounts above a quantity.
Both on the Product Search page of the Trade interface and on any content managed web page areas that contain Category Listing and Product Search Results Listing areas, the the product search results now are able to display customer specific pricing for a product when the "Volume Discounts Threshold Direction" project setting is set to Above Quantity or Equal and Above Quantity, and the "Units Per Pack" setting is set to off, and the customer account product price is set for a quantity less than 1.

Functionality Affected: Product Search Results process
Impact: Normal

 


TOT-3819 - Product search rule to find products assigned to a flag within the Product Search and Product Deals and Vouchers Admin Centre interfaces

Within the Administration Centre, under the Inventory menu, within the Product Search interface, a new advanced search category has been added called "Flags".
This search category contains two new search rules, one rule that allows products that are assigned to a flag to be found based on either the Flag ID or Flag Name and another rule that allows all products that either are, or are not, assigned to a flag to be found.

Functionality Affected: Product Search and Product Deals and Vouchers Administration Centre interface
Impact: Normal

 


TOT-3823 - Protect TOTECS.retail.loader.loadFunction from being called with an undefined, or invalid parameter.

When a content managed web page area is loaded and contains 3rd party javascript code, additional error handling has been added to ensure that uncaught Javascript errors are raised when calling the TOTECS.retail.loader.loadFunction.
When this occurs the Javascript output in a web browser's console will provide more details information about the reason why the Javascript being loaded has not been correctly configured.

Functionality Affected: Content managed web page areas
Impact: Normal

 


TOT-3827 - Assign primary customer account location to users and orders

If the Locations feature is turned on, then when a user logs into either the Trade interface or a content managed website then a location will be assigned to the user's session.
If the project's "Customer Accounts Assign Location To Orders" setting is set to Yes then the location assigned to the user will be based on the primary location that their customer account is assigned to.
If that setting is set to No, then the location assigned to them will be based on location with the code matching the value set in the "Default Location Code" setting.
If a user switches between accounts then the primary location assigned to the account assigned to the user if the "Switch Warehouse When Sales Rep Switches Account" setting is set to "Yes".
When a user goes through the Order Checkout/Submission process if a order surcharge rule explicitly sets the location to be assigned to the order then it will be set as so, otherwise the location assigned to the order will be based on the location assigned in the user's session.
If the Locations feature is turned on the within the Administration Centre, Under the Stores menu, within the Orders interface, upon clicking on an order, the location assigned to an order will display with the other details, as labelled "Location Code", "Location Name".
This makes it easier for administrator users to understand the location that was assigned to the order.

Functionality Affected: User Login, Customer Account Switching, Order Submission processes, Order Detail Administration Centre Interface
Impact: Normal

 


Bug Fixes


TOT-3818 - Product Combinations Connector data import fails to successfully finish if duplicate parent combination product records are being imported

Within the Adminsitration Centre, clicking on the Data menu button, within the Data Imports interface, in the Connector Data Imports tab, when a Product Combinations data import was run and the data contained multiple parent combination products that are the same product, the data import would fail to successfully complete and display an error with the message tem_matrix_data_field`, CONSTRAINT `item_matrix_data_field_ibfk_1` FOREIGN KEY (`matrix_id`) REFERENCES `item_matrix` (`matrix_id`) ON DELETE CASCADE ON UPDATE CASCADE).
Now when a Product Combinations data import is run and the data contains multiple parent combination products that are the same product the data import will now ignore importing a parent combination product record if a previously record with the same product has already been imported. This will ensure that the data import does not try to create multiple parent combination product records in the database, which is not allowed.

Functionality Affected: Combination Products Connector data import
Impact: Normal

 


TOT-3821 - Child combination stock levels are not being updated when combinations have been selected

On a content managed web page displaying the parent combination product within a Product Detail area, within the Product Details format the $product_stock_level_element_id$ used with $product_stock_level_class$ was not updating theproduct stock quantity values when a combination child product has been selected.
Now within a Product Detail webpage area, if the volume discount table is not present, a JavaScript error will no longer occur causing other features to fail, allow the stock levels to update when a different child combination product is displayed.

Functionality Affected: Product Detail content managed web page area
Impact: Normal

 


TOT-3822 - Product Combinations Connector data import fails to provide enough details in error message when it cannot import the duplicate combination field values

Within the Adminsitration Centre, clicking on the Data menu button, within the Data Imports interface, in the Connector Data Imports tab, when a Product Combinations data import was run and the data being imported contained multiple combination profile field values that had the same keyComboProfileFieldValueID, the data export fails, but its error message does not provide enough details about why it failed.
The Product Combinations Connector data import has been modified to provide more information in the error message to specify the KeyComboProfileID, KeyComboProfileFIeldID, and keyComboProfileFieldValueID of the duplicate record that needs to be fixed for removed from the the data being imported

Functionality Affected: Combination Products Connector data import
Impact: Normal

 


TOT-3809 - _P_PriceEx_rrp_titled hook outputting unnecessary nbsp characters

On a content managed web page area that displays a Product Detail area, the hook _P_PriceEx_rrp_titled was outputting unnecessary nbsp characters, causing problems in being able to style the data using CSS.
Within a Product Detail content managed web page area, the hook _P_Price_Ex_rrp_titled has been modffied no longer output unnecessary nbsp characters.

Functionality Affected: Product Detail content managed web page area
Impact: Minor

 


TOT-3811 - Order confirmation emails for orders submitted by customers with Sales Reps are being sent to the order notification email address twice

When a user whose account was assigned to a salesrep that is set to receive order confirmation emails submits an order the order notification email was sent to the email address set in the 'Order Submission And Registration Email' twice.
The system sales email will no longer receive duplicate order confirmation emails when a user who is assigned to a sales rep, who has the receive order confirmation email notifications turned on, and submits an order.

Functionality Affected: Order Submission process
Impact: Normal

 


TOT-3814 - $product_records_per_page_drop_down$ displays 50 when 200 has been selected

On a content managed webpage displaying a Categpry Listing or Product Search Reults Listing area, when a user selects 200 from the $product_records_per_page_drop_down$ the value still displays 50, and only 50 records are displayed.
Within a content managed web page displaying a Category Listing or Product Search Results Listing area, a user can now successfully choose to display 200 product records per page.

Functionality Affected: Product Search Results Listing, Category Listing content managed web page areas
Impact: Minor

 


TOT-3817 - Product Combinations Connector data import fails to complete when a parent product combination product tries to be assigned to a different combination profile

Within the Administration Centre or through the Connector software, when running a Combination Products Connector data import, the data import would fail if an existing parent combination product had previously been set up in the project, then when the data import runs it tried to assign the parent product to a different combination profile.
The Product Combinations Connector data import has been modified to correctly handle when an existing parent combination product is being reassigned to a different combination profile. Previously the platform would not allow this to occur.

Functionality Affected: Combination Products Connector data import
Impact: Normal

 

TOTECS Platform Release 12.05

New Features


TOT-3536 - Allow users to login from external/centralised websites using OAuth

A new workflow has been developed which allows users to login to a content managed website using another service (Google, external systems, etc).
When the user goes to the login area of the website, they will be given the option to login via another service. If the user chooses to login like this, they will be redirected to the external system.
After successfully logging into the external system, the user will be returned to thecontent managed website where their information will be verified.
If there is a website user with a matching login ID to the ID retrieved from the external system, the user will be automatically logged into the TOTECS website.
This process will use the OAUTH 2.0 workflow to allow for separate authentication of users in a centralised website.
To turn on this feature, within the Administration Centre, in the Websites interface, when viewing the Website Details, the setting "Allow External Login (OAUTH)" needs to be ticked.
Once this has been turned on, at the bottom of the page within the External Login section an admin user will be able to add a new Oauth server and configure the settings.
To learn more about configuring the connection to an Oauth server, documentation can be found here https://tools.ietf.org/html/rfc6749#section-4.1


Functionality Affected: User Login, User Login content managed web page area
Impact: Normal

 


Improvements


TOT-3373 - Allow an address to be saved when an apostrophe has been set within an address field

A restriction has been removed to allow users to save apostrophies within address fields for orders.
On a content managed web page displaying either a User Details/Favourites/Orders area, or an Order Checkout/Submission area, or within the Trade interface under My details, when a user saves an address which contains an apostrophe within one of the address fields (O'Connor, ACT), they are now able to save the address.

Functionality Affected: Content managed - User Details/Favourites/Orders, Order Review and Trade interface - My Details
Impact: Normal

 


TOT-3676 - Send Order Confirmation Email to sales rep users assigned to the order's customer account

There is now a setting for sales represenative users to control if they should receive order email notifications if an order has been created for an account that their Sales Representative ID is assigned to. This allows sales reps to be informed when customers or other people are creating orders under the accounts they are managing.
Within the Administration Centre, within the Users menu, in the Search Users interface after searching for a User and going to the User Details interface, a new setting is available for sales representative users.
When the Receive Account Order Notifications setting is turned on, the sales representative user will receive an email order notification whenever an account assigned to that sales representative submits an order.

Functionality Affected: Order Submission Process, User Details Admin Centre interface
Impact: Normal

 


TOT-3772 - Hooks to display billing and delivery address postcodes within Invoice, Back Order, Sales Order, and Credit Customer Account Enquiry content managed web page areas

On a content managed web page displaying either "Customer Account Invoice", "Customer Account Sales Order", "Customer Account Back Order" and "Customer Account Credit" areas, for each of these area's formats there are now hooks that can display the postcode/zipcode for the billing and delivery addresses set within the records.

Functionality Affected: Customer Account Invoice, Customer Account Sales Order, Customer Account Back Order, Customer Account Credit content managed web page areas
Impact: Normal

 


TOT-3780 - Content managed web page area event listener for when a product has been added to a Shopping List

On any content managed web page within its Javascript API there is now the ability for 3rd party javascript to listen to an event that occurs after a user has successfully added a product to a shopping list. This allows customised functionality such as pop ups and notifications to appear when this event is fired.
The new area event type is AFTER_PRODUCT_ADD_TO_SHOPPING_LIST.
For more information about using the Javascript API, go to http://docs.totecs.com/TOTECS/Anatomy-Of-A-Content-Managed-Webpage.html and read the section Adding Your Own Area Reload Javascript Listeners.

Functionality Affected: Content managed webpage API
Impact: Normal

 


TOT-3782 - Product Account Pricing Connector data export to support importing 2 million plus pricing records

When a Product Account Pricing Connector data import is run it now supports processing over 2 million records at a time.
The data import has been modified so that it can import records 10-20 times quicker, allowing pricing imports that previously would take 60 mins to import 4 million records to only take 4-6 minutes.
This allows for far more account based pricing data to be imported in a shorter period of time.

Functionality Affected: Product Account Pricing Connector data import
Impact: Major

 


TOT-3784 - Allow volume_discount_table hook within Product Details content managed web page area to update when a child combination product is selected

Within the Product Detail content managed webpage area, if the area is displaying a combination product and has the volume_discount_table hook embedded within the area's format, then when a user selects a child product from the combination's fields, the pricing displayed within the volume discount table hook will be updated with quantity break prices set against the child product.

Functionality Affected: Product Detail content managed web page area
Impact: Normal

 


TOT-3785 - Hooks in content managed web page areas to display taxcode information assigned to products

Within all content managed web page areas that display product pricing data, there is now the ability to display information about the taxcode that is assigned to each product. This information includes the taxcode, taxcode label, and taxcode description.
The new hooks that have been added are:

  • taxcode
  • taxcode_description
  • taxcode_label
  • taxcode_pricing_label

Tax pricing labels can be set by going to the Administration Centre, then under the Inventory menu going to the Product Settings interface. The settings "Tax Inclusive Pricing Label" and "Tax Exclusive Pricing Label" determine the message that will appear when the taxcode_pricing_label hook is used. The taxcode, taxcode_description and taxcode_label hooks can be used within the "Tax Inclusive/Exclusive Pricing Label" settings.

Functionality Affected: Product Detail, Category Listing, Product Search Results Listing, Shopping List Products, Contract Products content managed web page area
Impact: Normal

 

 


TOT-3786 - User setting to control if users see pricing excluding or inclusive of tax

Within the Administration Centre, under the Users menu, in the Search Users interface, when viewing the details of a user in the User Details interface a new setting called "Price Tax Format" has been added that allows administrator users to change the price tax format set against each user.
This setting has taken over both the "Content Managed Website Price Tax Format" and "Trade Interface Price Tax Format" project settings which could be found under the Inventory menu, within the Product Settings interface.
These settings have been replaced with "Default Retail Price Tax Format" and "Default Wholesale Price Tax Format", which determines whether the Price Tax Format will be set as inclusive or exclusive against a new user.

Functionality Affected: User Login, User Details Admin Centre interface
Impact: Normal

 


TOT-3792 - Increase the size of Model keyMakerModelID field to 100 characters in size

For Model records stored within a project the Key Make Model ID field now supports storing up to 100 characters. This allows more data to be stored in the Key Make Model ID field which is used to link a Model to a record in an external system.

Functionality Affected: Model Connector Data Import
Impact: Minor

 


TOT-3799 - Location Finder Improvements

Within the Location Finder content managed webpage area, several improvements have been made.
When a user types an address into the address search input and the Google suggestions dropdown box appears, instead of having to manually click the first result or press an arrow key to select a result, the user can now simply press enter to automatically select and search for the first suggested address.
The Location Finder's javascript library now has the ability to accept a list of locations and plot those locations on the map. This allows developers to build custom filtering functionality into the map which could allow a user to filter locations by "Available Brands", etc.
If you are interested in having custom filtering configured for your Location Finder, please contact the TOTECS service team to arrange a quote.

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

 


TOT-3800 - Update Forums link within Admin Centre to reference new TOTECS website forums

Within the Administration Center, the Forums link has been updated to point to the new TOTECS website forums URL.

Functionality Affected: Home Administration Centre interface
Impact: Minor

 


TOT-3802 - With Data Imports admin centre interface show number of records created, updated and deleted in history of Connector imports

Within the Administration Centre, under the Data menu, within the Data Imports interface, in the History tab there is now additional columns displayed that show the number of records that were created, updated, or deleted when a data import was run.
This additional information makes it easier for Administrator Users to understand how many records were changed when a Connector data import was run.

Functionality Affected: Data Imports Administration Centre interface
Impact: Normal

 


TOT-3773 - Order confirmation PDF attachment showing html tags for rep users

In an order confirmation pdf attachment, when an order has been created by a Rep user, text was inserted automatically under the special instructions area to advise the rep user’s name (who created the order). This text was being added with html code starting and finishing the paragraph.
Within an attachment of an Order Confirmation email created by a Sales Representative user, the Sales Rep Message within the Instructions field will no longer display HTML tags.
The HTML will be printed correctly allowing the use of HTML tags within the Purchase Order Sales Representative Message setting.
This setting can be found by going to the Administration Centre, clicking the Stores menu, going to Order settings and then finding the Purchase Order Sales Representative Message field under the Order Labelling section.

Functionality Affected: Order Confirmation Email
Impact: Minor

 


Bug Fixes


TOT-3774 - User Search Results table within Administration Centre interface not paginating correctly

In the User Search interface within the Administration Centre, if the Results Per Page is set to anything other than 10, and a user search is performed afterwards, the returned results will only display 10 records.
If there is less records than what the Results Per Page WAS set to, a 2nd page will not be displayed in the pagination, which results in records being inaccessible, lost in the void.
Within the Administration Centre, in the User Search interface, if the Results Per Page is set to anything other than 10, and a user search is performed afterwards, the returned results will now display the correct amount of records.

Functionality Affected: User Search Administration Centre interface
Impact: Minor

 


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 was loaded into the statistics table and the "Error loading user login logs." error displays.
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

 


TOT-3776 - Delivery Address Fax Number hook is bringing incorrect information on confirmation email order detail format when an Order Confirmation Email is sent

Within an attachment of an Order Confirmation email, the delivery fax field was incorrectly displaying the delivery fax number within the delivery phone field.
The delivery fax field will now display correctly, instead of displaying the delivery phone field.

Functionality Affected: Order Confirmation Email
Impact: Normal

 


TOT-3778 - Unable to view a webpage's properties if the webpage's meta description contains a new line character within Websites admin centre interface

Within the Admin Centre, in the Websites menu, clicking on the Websites menu item, within the Websites interface when viewing the properties of a webpage, if the webpages meta description contained a new line character the properties would fail to load.
Nowhen viewing the properties of a webpage, if the webpages meta description contains a new line character the properties will load correctly.

Functionality Affected: Websites Administration Centre interface
Impact: Normal

 


TOT-3779 - Product description saving as [INVALID FORM VAR] if it contains a degrees or ring symbol within the Product Editor admin centre interface

Within the Admin Centre, in the Inventory menu, within the Product Editor interface, when modifying an existing product's description if in any of the description fields it contained a ring symbol '?', then the product description with the degrees symbol will be saved as [INVALID FORM VAR].
Now when modifying an existing product's description if in any of the description fields it contains a ring above symbol '?' or degrees symbol '°', then the product description will be encoded correctly and saved to the database.

Functionality Affected: Product Editor Administration Centre interface
Impact: Normal

 


TOT-3790 - Unable to add a new region against a website within the Websites Admin Centre interface

Within the Admin Centre, in the Websites menu, clicking on the Websites menu item, within the Websites interface click on a website's domain, in the Websites Details interface users were unable to create a new region against a project if the Regions feature was turned on.
Now within the Website Details interface, the Add button under Website Regions it correctly shows the form for adding a new region.

Functionality Affected: Website Details Administration Centre interface
Impact: Normal

 


TOT-3795 - Volume discount prices not displaying for price quantities over 1 in Product Detail and Product Search Results Listing content managed web page areas when Volume Discounts Threshold Direction project setting is set to Above

In a content managed website, in both Product Details and Product Search Result Listing area the volume discount pricing would not display if the pricing is set to buy more than 1.The $product_has_volume_discount_prices$ in the product search result listing didn't return Y and in the product details area the $volume_discount_table$ data wouldn't return any html.
Within the Product Detail content managed web page area, and all areas that display the Product Search Record format, both the $product_has_volume_discount_prices$ and $product_volume_discount_prices$ hooks now display correctly volume discount price records when the quantity is set to 1 and the "Volume Discounts Threshold Direction" project setting is set to Above or Above and Equal To. This change also allowed these changes to be reflected within the Trade interface.

Functionality Affected: Product Details content managed web page area, Product Searching function
Impact: Normal

 


TOT-3796 - Web area format Shopping List Product Record hook shoppinglist_product_add_onclick not working

On a content managed web page containing a Shopping List Products area, for its Shopping List Product Record format hook $shoppinglist_product_add_onclick$ is not working correctly with he javascript being returned contains an additional '?' character and an [INVALID_FORM_VAR] in place of a paramater.
The shoppinglist_product_add_onclick hook now returns the correct javascript code to enable a product to be added to basket.

Functionality Affected: Shopping List Products content managed web page area
Impact: Normal

 


TOT-3797 - Admin Centre Account Enquiry Quotes table not appearing

Within the Admin Centre, in the Users menu, within the Customer Accounts interface, upon clicking the Account Enquiry button of an account, in the Account Enquiry interface when clicking on the Quotes tab, the quotes table did not appear.
Now when performing a Live Enquiry against an account and when viewing the Quotes tab, the quotes table now appears correctly.

Functionality Affected: Account Enquiry Administration Centre interface
Impact: Normal

 


TOT-3807 - Emedia Messaging Administration Centre interface unable to load any emedia records when one contains a double quote in its name

Within the Administration Centre, under the Marketing menu, upon clicking on the Emedia Messaging link, within its interface it was incorrectly displaying a "Data Error" message when it tried to load any Emedia records where a record contains a double quote character within its name.
Now within its interface it now correctly loads in Emedia data into the data table when a emedia item contains a double quote character within its name.

Functionality Affected: Emedia Messaging Administration Centre interface
Impact: Normal

 

TOTECS Platform Release 12.04

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

TOTECS Platform Release 12.03

New Features


TOT-3445 - Quotes Listing Account Enquiry content managed web page area

A new content managed webpage area has been created called the "Customer Account Quotes Listing" area. This area is able to load quotes retrieved from a connected accounting/ERP/business system through the Connector software.
This area can retrieve a list of quotes associated to the user's active customer account, and allow quotes to be filtered by a date range, as well as allow the user to search for quotes matching a quote number. The area also has an option to allow users to display only quotes that haven't expired.

Functionality Affected: Customer Account Quotes Listing content managed web page area
Impact: Normal


TOT-3744 - Quotes Detail Account Enquiry content managed web page area

A new content managed webpage area has been created called the "Customer Account Quote Details" area. This area is able to load a quote retrieved from a connected accounting/ERP/business system through the Connector software.
This area displays the details of a quote associated to the user's active customer account.

Functionality Affected: Customer Account Quote Details content managed web page area
Impact: Normal


TOT-3746 - Customer Account Quotes Account Enquiry LIsting within Trade/Admin Centre

Within the Account Enquiry feature for both the Trade interface and the Administration Centre a quotes tab now exists that displays a list of quote records and quote details queried from the connected acounting/ERP/business system through the Connector software.
The user can search for quote records based on date range, as well view the details of each quote record retrieved from the connected business system.

Functionality Affected: Account Enquiry trade interface page, Account Enquiry admin centre interface
Impact: Normal


TOT-3745 - Customer Account Enquiry Quote Record to Sales Order Conversion

Within any content managed websites deployed on the platform there is now the ability for users to convert quotes retrieved from connecting accounting and ERP systems into sales orders.
This feature allows customers, sales reps and staff to load up quotes, then select a quote to convert into a sales order, by completing the order checkout process for that quote.
On a content managed web page that contains either a "Customer Account Quote Listing" and "Customer Account Quote Details" content managed webpage area, a button can be displayed that allows the user to create an order from a given quote.
If the quote has expired, the quote pricing will be overwritten by system pricing, otherwise the user will be able to order the products at the price specified within the quote.
If the products are successfully found and in stock, the user will be taken to the order review page and can proceed through the checkout process, allowing a sales order to be created based on the products set within the quote.
Within the Order Details page the user will be able to choose either the address set within the quote, or else select an address they have previously saved.
Note that when the user proceeds to the Order Review step that the surcharges will be recalculated and this may cause the total of the original quote to alter, due to the way they have selected to pay for the order, or where the order is being delivered to.

Functionality Affected: Order Checkout/Submission content managed web page area, Customer Account Quote Listing content managed web page area, Customer Account Quote Details content managed web page area
Impact: Normal


TOT-3729 - Make/Model Connector Data Imports

3 Connector data exports have been added to the TOTECS platform to all Make/Model data to be imported into a project from external systems, through the Connector software.Within the Administration Centre, under the Data menu, in the Data Imports interface, within the Connector Imports tab, three new import types have been added.

  • - Makes import: Imports a list of makes (Manufacturers) that each specify a business that creates models (collections of component products bundled into a single product).
  • Models import: Imports a list of models, where each model represents a collection of component products bundled into a single product. Models are typically designated a time or code when they were first released. For each model record a collection of attribute values are also imported, that contains any additional information about a model.
  • Model/Product/Category Mappings import: Imports a list of mapping records, that each assign a product to category for a given model. These mappings are used to show the products that are included in a model, and are categorised to make it easy for users to find where in the model the product exists.

Functionality Affected: Makes connector data import, Models data import, Model Product Category Mappings data import.
Impact: Normal


Bug Fixes


TOT-3718Opening curly bracket "{" set in a product name causes basket details, and product quick add form to not display correctly within the Trade Interface

Within the trade Interface, if a product name contains an opening curly bracket "{", then within the basket details page's basket products listing table, the record for that product would not load. Addtionally The user would not be uble to add that product to basket using the quick add form.
Now on the basket page for product names containing curly or square brackets will now have the brackets replaced with regular rounded brackets. This ensures that the product name does not interfere with the underlying code that formats each of the product records.

Functionality Affected: Basket Products Trade interface page
Impact: Normal


TOT-3730 - Quick add not returning results if search string has non alphanumerical character

Within the Trade interface, within the basket page, when using the Quick Add function searching on the name field, if the search string contains a non alpha-numerical character, no results will be incorrectly returned.
Now the Quick Add correctly returns matching products when the search text entered contains only non alpha-numerical characters.

Functionality Affected: Basket Products Trade interface page
Impact: Normal


TOT-3736 - Semrush Bot Server requests being shown as Seznam Bot within Project Traffic Statistics admin centre interface

Within the Administration Centre, under the Statistics menu, within the Project Traffic Statistics interface, the crawler statistics for the SemRush bot were incorrectly being included in the Seznam bot statistics.The Project Traffic Statistics interface has been modified so that all crawler project server requests associated within Semrush now correctly show.

Functionality Affected: Project Traffic Statistics administration centre interface
Impact: Minor


TOT-3737 - Date information not displaying within transactions listing content managed webpage area

On a Transactions Listing content managed web page area the dates of the transactions records were incorrectly showing as empty values.
Now the date hooks for the transsaction records retrieved from the connected business system correctly display.

Functionality Affected: Transactions Listing content managed web page area
Impact: Minor


TOT-3739 - Product added to back order message is displaying extra html entities at the end of the message text

Across any content managed web page if a user attempted to add a product to basket that was out of stock, then if a back order message displayed within an browser alert dialog, the end of the message would incorrectly display a break HTML tag text.
The Add to Basket message dialog has been modified to ensure that no HTML code displayed within the dialog.

Functionality Affected: Add To Basket process.
Impact: Minor


TOT-3742 - Customer Account Invoice Payment Form content managed webpage area not available to be created when conditions are met.

Within the Administration Centre, under the Websites menu, within the Websites interface, when adding a webpage area to a content managed webpage in the Web Page Editor, within the Account Enquiry area type, the Customer Account Invoice Payment Form area type does not display and cannot be created.
The Add Area To Web Page dialog has now been modified to ensure that the Customer Account Invoice Payment Form area can be selected and added to a content managed web page area.

Functionality Affected: Web Page Editor administration centre interface
Impact: Normal


TOT-3751 - Product dimensions not being rounded within Basket Product Listing content managed web page area

On a content managed web page containing a Basket Product Listing area, if the area's Basket Product Record formatted had the $_B_UnitWidth$, $_B_UnitHeight$, $_B_UnitDepth$ or $_B_UnitWeight$ hooks embedded within it, the values for these hooks were not being rounded and always displaying with 4 decimal place numbers.
The area has been modfiied to now correctly round the numbers displayed in the hooks based on the "Dimension Decimal Places" and "Weight Decimal Places" settings, found within the Administration Centre, under the Inventory menu, within the Product Settings interface.

Functionality Affected: Basket Product Listing content managed web page area
Impact: Minor


TOT-3752 - Forgot Password content managed web page area not allowing users to reset their password

On a content managed web page area displaying a Forgot Password Form area, users may not have been able to use the area to view security questions or reset their password, depending on if other areas loaded on the web page or not.
A bug has been fixed to ensure that the area always loads correctly on a content managed web page, ensuring that users can use the area to reset their password.

Functionality Affected: Forgot Password Form content managed web page area
Impact: Normal

TOTECS Platform Release 12.02

Improvements


TOT-3650 - Allow details of product to be received by 3rd party Javascript function listening to After Product Add To Basket content managed web page area event

When a product is added to basket from any areas on a content managed webpage, there is now the ability for 3rd party javascript code to listen for when a product has been successfully added to basket. When this event gets fired the details of the product are also returned, allowing custom messages such as showing the details of the product that was added to basket to display.
On a content managed web page the Javascript function designated to handle the AFTER_PRODUCT_ADD_TO_BASKET event that can be listened for using the TOTECS.retail.fs.addAreaEventListener function, now receives an additional object within the arguments, containing details of the product that was added to the basket.
The product object is in the second position in the arguments array of the function designated to handle the AFTER_PRODUCT_ADD_TO_BASKET event.
The object properties received are:

  • item_code
  • item_id
  • name
  • description
  • description2
  • description3
  • description4
  • description_short
  • thumbnail_image
  • small_image
  • medium_image
  • large_image
  • price_ex
  • price_inc
  • price_tax
  • total_ex
  • total_inc
  • total_tax
  • locale_price_ex
  • locale_price_inc
  • locale_price_tax
  • locale_total_ex
  • locale_total_inc
  • locale_total_tax
  • locale_currency_symbol
  • flags (contains an array of flags that the product is assigned to)
Details on how to implement this feature can be found at http://docs.totecs.com/TOTECS/Anatomy-Of-A-Content-Managed-Webpage.html#section694

Functionality Affected: Product Add To Basket
Impact: Normal


TOT-3680 - Display product attribute search profile attribute values with counts of products and filtering

On a content managed web page displaying a Product Search Form (Using Search Profiles) area, if the area is displaying a Product Attribute Search Form, then for each of the attribute values displayed in the area, there is now the ability to display the count of the products that contain the attribute value.
Settings have been added wtihin the Search Profiles administration centre interface to give the ability to control if, and how the attributes are filtered, and whether or not the attributes are dynamically reloaded.
To do this the attribute assigned to the search profile has settings to specify the filtering behaviour, to enable dynamic searching and set if the count should be shown or not.

Functionality Affected: Product Attribute Searching, Attribute Profiles administration centre interface, Product Search Form (with search profiles) content managed web page area
Impact: Normal


TOT-3684 - Default quantity set within Redeemable Deals Products Listing content managed web page area for deal offer "Buy Product Quantity X, Get Quantity Y for Z Percent Off Price" to be sum of X and Y quantities

On a content managed web page displaying a Redeemable Deals Product Listing content managed web page area, if the area displays a product assigned to a deal that contains the deal offer "Buy Product Quantity X, Get Quantity Y for Z Percent Off Price" or the deal offer "Buy Product Quantity X, Get Quantity Y For Price Z", then in the quantity box of the product now displays the default quantity as being the sum of the X quantity plus the Y quantity of the deal offer.
This ensures that when the user adds the product to basket that the quantity threshold is met and the deal to be redeemed when the product is added to basket.

Functionality Affected: Redeemable Deals Product Listing content managed web page area
Impact: Normal


TOT-3706 - Categories Connector data import to assign categories to the same category tree as their parent category

For a Categories Connector data import there is now a setting that controls if an existing category record should be re-assigned to the same category tree as its parent category.
Within the Administration Centre, under the Data menu, within the Data Imports, in the Connector Imports tab, within the Categories row clicking on the Modify Settings link, in the Categories Import Settings a new setting has been added labelled "Update tree that categories are assigned to match parent category".
If this setting is checked then when the Categories Connector data import is run, for an existing category record that is being updated, if it is assigned to a parent category record then the category tree that the parent is assigned to will also be set for the child category record.
Additionally if a new category record is imported, it will now be assigned to the same category tree as its parent category.
If no parent category record exists at the time a new category record was being created then a category will be assigned to the category tree marked as a mirrored tree. Because of this it may take multiple Categories data imports to be run to ensure that all parent category records exist before subsequent child category records are assigned to the same category tree as the parents.

Functionality Affected: Categories connector data import
Impact: Normal


TOT-3708 - Settings to sort products and category listings and searches that have pricing associated to contracts

Settings have been added within the Administration Centre to allow product searches and category listings to sort products based on if a product is flagged as being on contract or not.
Within the Trade interface's product search page, as well as within content managed web page areas that use the Product Search Record format to display products, these listings allow the user to products on contract listed first (ascending) or last (descending).
This can help make it easy for users to see when products are specifically priced for them, which can give a user more incentive to purchase a product.
Within the Administration Centre, under the Inventory menu, in the Categories settings interface, for the "Category Product Sort Field" setting, an option has been added labelled "On Contract". When set then Category Listings can sort products based on products marked on contract.
Within the Administration Centre, under the Stores menu, in the Product Search settings interface, for the "Product Sort Field" setting, an option has been added labelled "On Contract". When set then product searches can sort products based on products marked on contract (if search profiles have the sorting option set to default).
Within the Administration Centre, under the Inventory menu, in the Search Profiles interface, when editing a search profile, for its "Sort Search By" setting, an option has been added labelled "On Contract". When set then product searches using the search profile can sort products based on products marked on contract.
On a content managed web page that displays either a Category Listing area, or a Product Search Results Listing area, in the sort drop downs there is now an option labelled "On Contract" that allows users to ort products based on products marked on contract.

Functionality Affected: Product Searching Process, Stores Settings administration centre interface
Impact: Normal


TOT-3710 - Product field to set how products are ordered by

A new field has been added to Products called "ordering" that allows a numeric value to be set that can be used to sort products by, within category and product search resutl listings, within both the Trade interface and on content managed websites.
Within the Administration Centre, under the Inventory menu, in the Product Editor interface, a new "Ordering" field has been added.
Under the Inventory menu, in the Search Profiles page, when editing a Product, Product Attribute or Product Combination search profile, the Ordering option has been added to the Sort Search by settings.
Under the Inventory menu, in the Categories settings page, the Ordering option has been added to the Category Product Sort Field settings.
Under the Stores menu, in the Product Search settings page, the Ordering option has been added to the Product Sort Field settings.
Under the Websites menu, on the Websites page, expanding the Web Pages section of a website, within the All Areas page of a webpage, when viewing the area options of a Product Search Results Listing area, the Ordering option has been added to the Sort product by setting.
Under the Websites menu, within the Web Area Formats Libraries, within any format that contains a Product Search Record a hook labelled "_P_Ordering" is now available that contains the ordering value set against the product.

Functionality Affected: Product Editor Administration Centre interface, Product Searching Process
Impact: Normal


TOT-3723 - Categories Connector data import to set ordering field for each product assigned to a category

For a Categories Connector data import there is now a setting that controls if the "ordering" field for each product assigned to a category should be set when the data import runs.
Within the Administration Centre, under the Data menu, within the Data Imports, in the Connector Imports tab, within the Categories row clicking on the Modify Settings link, in the Categories Import Settings a new setting has been added labelled "Update ordering field for each product assigned to a category".
If this setting is checked then when the Categories Connector data import is run, then for each product being assigned to a category the "ordering" field will be set to a number based on the order in which products are assigned to a category from the data being imported.
This allows the Connector software to control the ordering of products assigned to category based on the order in which category product records are exported from the Connector.
If the "Update ordering field for each product assigned to a category".setting is not checked then when the Categories Connector data import runs if the product was previously assigned to category from the Category Connector data import then the ordering field will default back to 0, if the product was not previously assigned to a category from the data import then the ordering field's value will remain unchanged for the products.

Functionality Affected: Categories connector data import, Data Imports administration centre interface
Impact: Normal


TOT-3727 - Setting to control the direction that categories are sorted by within Category Listing content managed web page areas

On a content managed web page containing a Category Listing area the area now has a setting that controls the direction that categories are sorted by.
Within the Administration Centre, under the Websites menu, within the websites interface, when modifying a content managed web page that contains a Category Listing area, within the area's settings window a setting has been added labelled "Order Category Records".
When this setting is set to Ascending category records will be ordered top to bottom. When set to Descending categories will be ordered from bottom to top.

Functionality Affected: Category Listing content managed web page area
Impact: Normal


Bug Fixes


TOT-3716 - Freight surcharge total incorrectly being calculated when "Set freight charge to average product deals percentage off freight" order surcharge rule is set and freight price (ex tax) contains decimals

Within the Administration Centre, under the Stores menu, within the Order Surcharges interface, if the ACTION rule "Set freight charge to average product deals percentage off freight" is set, then if a user uses the freight calculator or proceeds through the Order Checkout process on either the Trade interface or on a content managed website, the freight total was incorrectly being calculated when the freight total excluding tax was a decimal number.
Now in the Order Surcharges interface, if the ACTION rule "Set freight charge to average product deals percentage off freight" is set, then if a user uses the freight calculator or proceeds through the Order Checkout process on either the Trade interface or on a content managed website, the freight total is now correctly being calculated when the freight total excluding tax is a decimal number.
This issue was being caused due to rounding error that would occur when calculating the freight order surcharge price including tax. This rounding error would only occur when freight deal price rule existed and the freight surcharge excluding tax value was a decimal number.

Functionality Affected: Order Surcharge Calculation
Impact: Normal


TOT-3725 - Order Email notifications sent to Outlook and Hotmail email clients incorrectly displaying no message when the email contains an attachment file

When a user hasdsuccessfully submitted an order through the Trade interface or from a content managed website, or an admin user has resent an order confirmation email from within the Orders administration centre interface, when the order confirmation email was received by a Microsoft based email client, such as Outlook 2016, outlook.com, or hotmail.com the email's body was displaying an empty messsage, and the contents of the message iwas incorrectly being attached as a file labelled ATT00001.htm
Now when the order confirmation email is received by Microsoft based email clients, such as Outlook 2016 app, outlook.com, or hotmail.com the email's message now correctly appears within the email's body.
This issue only occurred for emails sent out by the TOTECS platform that contained an attachment file sent with the email content to Microsoft email clients. The issue is caused by the unique way that Microsoft's email clients now interpret the the different parts of an email, and its strict need for the message to be set first within the email data.
The email sending process has been modified for all emails being out with attachments from the TOTECS platform to support Microsoft's way of interpreting emails, ensuring that all major email clients can correctly display the content of emails.

Functionality Affected: Order Submission Emails
Impact: Normal

TOTECS Platform Release 12.01

New Features


TOT-3572 - Forgot Password content managed web page area

On a content managed web page a new area called "Forgot Password" has been created within the User Login/Logout area section. The Forgot Password area allows a user to search for their security question based on either Login ID or email. Once the users account has successfully been found, if they have set a security question, they will be shown the security question as well as an input for entering the security question answer. Upon successfully answering the security question, the user will receive an email containing a new temporary password, and a link to a login page which can be set in the Forgot Password area options. The area takes over the forgot password functionality embedded within the User Login area.
Formats for the new Forgot Password area can be found within the Web Area Formats Libraries, in the User Login/Logout section, in the Forgot Password section.
Two formats are available, the new Forgot Password Form format and the existing Forgot Password Email format.
Within the Forgot Password Form format, the following hooks are available:

  • user_input_select - Select input which allows user to switch from Login ID to email searching.
  • user_login_id_input - Text input where user enters login id.
  • user_email_input - Text input where user enters email.
  • forgot_password_question - HTML span element which contains users security question.
  • user_answer_input - Text input where user enters question answer.
  • forgot_password_status - HTML span element which shows status messages.
  • forgot_password_button_id - ID to set for the form submit button/anchor.
  • forgot_password_button_onclick - onclick to set for the form submit button/anchor.

Functionality Affected: Forgot Password content managed web page area
Impact: normal


Improvements


TOT-3249 - Hooks to display freight details associated to an invoice in the Customer Account Invoice content managed web page area

On a content managed web page that displays a Customer Account Invoice area, hooks have been added that can display the freight information associated to the invoice. These freight details include consignment number, freight carrier name, tracking code, freight carrier code, and account code.
The following hooks have been added:

  • invoice_freight_carrier_name
  • invoice_freight_carrier_code
  • invoice_freight_system_code
  • invoice_freight_carrier_consign_code
  • invoice_freight_carrier_tracking_code
  • invoice_freight_carrier_service_code
  • invoice_freight_carrier_account_code

Functionality Affected: Customer Account Invoice content managed web page area
Impact: Normal


TOT-3474 - Display web page area IDs and container IDs within the Web Page Editor admin centre interface

Within the Administration Centre, under the Websites menu, within the Websites interface, after right clicking on a web page and clicking on the View All Areas menu item, in the All Areas interface there is now the ability to see the IDs of the web page areas and container IDs.
For each web page area its ID now displays to the left of the area name. For containers the ID can be found by hovering the mouse over the container's hook name.
Additionally the containers have been sorted so that the local containers always appear above the global containers. This makes it easier for administrator users to find local web page areas.

Functionality Affected: Web Page Editor administration centre interface
Impact: Minor


TOT-3546 - Add product detail URL hook into Redeemable Deal Products Listing content managed webpage area's Product Deal Record format

On a content managed web page that displays a Redeemable Deal Products Listing area, for products displayed in the area using the Redeemable Deal Product Record format a hook is now available that links to a web page that displays the details of the product.
Within the area's settings there is a setting that allows an administrator user to configure the web page that the product detail URL links to.

Functionality Affected: Redeemable Deal Products Listing content managed web page area
Impact: Normal


TOT-3608 - Display Company Name field with User Details Administration Centre interface

Within the Administration Centre, under the Users menu, within the Search Users interface, after performing a user search and finding users, clicking on the user's login ID brings up the User Details interface.
Within that a text field has been added that displays the company name field associated to the user. This allows company names associated to users to be set, then displayed within content managed websites.

Functionality Affected: Uset Details administration centre interface
Impact: Normal


TOT-3675 - New news/blog groups created through website deployer within Websites admin centre interface to be assigned only to new website

Within the Administration Centre, under the Websites menu, within the Websites interface, after an admin user clicks on the New Website button, upon selecting a Master Website Design from the Design drop down and clicking the Create button, a new content managed website is being created as well as new news/blog groups for that website.
For these new news/blog groups the "displayed as" setting is now set to "Content Managed Website" by default to ensure that the new news/blog groups only appear on the new content managed website.

Functionality Affected: Websites administration centre interface
Impact: Normal


TOT-3678 - Hooks to display tax pricing for each product ordered in the Order Confirmation Email notification

When an order is submitted from either the Trade interface or a content managed website, in the Order Confirmation Email that is sent out there is now the ability to show the unit and overall tax pricing that has been applied to each product line in the order.
Within the Administration Centre, under the Stores menu, within the Order settings menu option, under the Order Notification Emails heading the format labeled "Order Confirmation Email Order Detail Product Format" the following new hooks have been added:

  • order_product_price_unit_tax - Monetary amount of tax applied to each unit of product ordered.
  • order_product_price_total_tax - Monetary amount of tax applied to the overall quantities of product units ordered.

Functionality Affected: Order Confirmation Email notification
Impact: Normal


TOT-3680 - Display product attribute search profile attribute values with counts of products and filtering

Within the Administration Centre, under the Inventory menu, within the Search Profiles page, when editing a search profile with the search type, Product Attribute, new settings have been added to the Assign Search Attribute dialog which can be seen when adding or updating a Product Attribute assigned to the Search Profile.
The area now supports multiple styles of filtering, dynamic searching and showing Attribute Value counts.Filtering options:

  • All attribute values - This option will show all attribute values assigned to the selected Product Attribute
  • Values assigned to active visible products - This option will show attribute values assigned to the selected Product Attribute, where products are active and visible
  • Values relevant to search results or category listing - This option will show attribute values assigned to the selected Product Attribute, where products exists within either the current search results, or the current category listing page. This option will cause the list of attribute values to refine if a dynamic search is performed. For attribute values displayed as dropdowns, checkboxes or radio buttons, a "Show All" option will be added
Dynamic searching:
Enabling dynamic searching means that when a user selects an attribute value, the search form and search results will refresh. If this is used in combination with the filtering option "Values relevant to search results of category listing", the list will immediately refine upon selecting an attribute value.
If you wish to use dynamic searching and relevant filtering, but do not wish for the list of attribute values to immediately refine, a new hook has been added to the Search Profile Form format, which can be found on the Websites page, under Web Area Formats Libraries, under Search, within Product Search Form (Using Search Profiles). The new hook is called "dynamic_advsearch_onclick" and is used in the same manner as the existing "advsearch_onclick" hook, except it causes the search form to dynamically reload. This should be used in conjuction with another button containing the second new hook, "dynamic_clearsearch_onclick", which will cause the search form to be cleared of selected values when clicked.

Show Attribute Value Count:
  • No count - no count will be displayed against attribute values
  • Inline - a simple count will be displayed in brackets next the each attribute value
  • Span - a count will be displayed within span tags next to each attribute value, allowing for custom styling. Not available for all attribute display types.

Functionality Affected: Search Profiles administration centre interface, Product Search Form (using Search Profiles) content managed web page area
Impact: major


TOT-3682 - Initially filter product attribute values displayed in search form elements based on products that are initially searched for

On a content managed web page that contains a Product Search Form (Using Search Profiles) content managed web page area and displays a Product Attribute Search Form within the area, when the area is initially displayed and an attribute product search is called (either because a category ID exists within the web page's URL, or an attribute search is called upon) then the attribute values displayed within the area will only display if they are assigned to the products that were found in the search.
For each product attribute, there is the ability to independently control if its initial values are filtered or not, through a configurable setting when assigning the attribute to the product attribute search profile.
This setting can be found within the Administration Centre, under the Inventory menu, in the Search Profiles page, when editing a search profile with the Search Type set to Product Attribute, under the Search Profile Attributes heading a list of Product Attributes assigned to the search profile can be viewed.
Upon adding or modifying an attribute within this list, the "Show filtered results on initial search" checkbox can be accessed.

Functionality Affected: Search Profiles administration centre interface, Product Search Form (using Search Profiles) content managed web page area
Impact: major


TOT-3685 - User Search Rules to find users who are assigned to a customer account that is assigned to a sales rep ID

Within the Administration Centre, under the Users menu, within the Search Users interface, as well as within Marketing menu under the Marketing User Groups interface, after selecting Order History option from the Search Category drop down, the following search rule has been added:

  • Select all %value1% users assigned to an account with Sales Rep ID %equaling% %value2% and account is %value3%
This search rule will find all users who are assigned to a customer account, where the account has an ID matching a given search string.

Functionality Affected: User Search, Marketing User Groups administration centre interface
Impact: minor


TOT-3687 - User search rules to match users based on not equal to, not starting with, not ending with, and not containing operators

Within the Administration Centre, under the Users menu, within the Search Users interface, as well as within Marketing menu, under the Marketing User Groups interface, for the existing user search rules there are now operators set that allow users to be matched on that are not equal to, not start with, not ending with, or not containing based on the rule's search terms.
These new options can be used for finding users within the User Search administration interface, as well as assigning users to deals, or assigning users to receive Emedia Emails.

Functionality Affected: User Search, Marketing User Groups administration centre interface
Impact: minor


TOT-3688 - User Search Rules to find users who have ordered or not products based on a category over a date period

Within the Administration Centre, under the Users menu, within the Search Users interface, as well as within Marketing menu under the Marketing User Groups interface, after selecting Order History option from the Search Category drop down, the following Search Rules have been added to the Search Rules drop down:

  • Select users who have ordered products assigned to category with the ID %equaling% %value1% in the last %value2% %value3%s
    • selects users who have ordered products in the last number of days|weeks|months, where the products are assigned to category matching a specified ID
  • Select users who have not ordered products assigned to category with the ID %equaling% %value1% in the last %value2% %value3%s
    • selects users who have ordered products within a given start and end dates, where the products are assigned to category matching a specified ID
  • Select users who have ordered products assigned to category with the ID %equaling% %value1% in the date range from %value2% to %value3%.
    • selects users who have not ordered products in the last number of days|weeks|months, where the products are assigned to category matching a specified IDto category matching a specified ID
  • Select users who have not ordered products assigned to category with the ID %equaling% %value1% in the date range from %value2% to %value3%.
    • selects users who have not ordered products within a given start and end dates, where the products are assigned to category matching a specified ID

Functionality Affected: User Search, Marketing User Groups administration centre interface
Impact: minor


TOT-3689 - Product search rules to match product based on not equal to, not starting with, not ending with, and not containing operators

Within the Administration Centre, under the Inventory menu, within the Product Search interface, as well as within Marketing menu, under the Product Deals and Vouchers interface, for the existing product search rules there are now operators set that allow products to be matched on that are not equal to, not start with, not ending with, or not containing based on the rule's search terms.
This has been placed into the search rule under the "Category" search category, for the rule labelled: "Select products %value1% to a category with the category %value2% %equaling% %value3%".

Functionality Affected: Product Search, Product Deals and Vouchers administration centre interface
Impact: minor


Bug Fixes


TOT-3677 - Deal total saved price hooks within Basket Products Listing content managed webpage area incorrectly rounding pricing based on "Quantity Decimal Places" setting

Within a content managed web page containing a Basket Products Listing area, for each product displayed in the Basket Product Deal Format the $deal_total_saved_price_label$ hook was displaying pricing data that was being rounded to a number of decimal places the is determined by the 'Quantity Decimal Places' setting found in the Products Settings within the Inventory Settings in the Admin Centre.
Within the Basket Products Listing area, for each of the products displayed that contained a deal applied to it, for the deal saved pricing hooks the pricing is now correctly rounded to the number of decimal places using the "Price Decimal Places" project setting, found within the Administration Centre under the Inventory menu's Products settings interface.

Functionality Affected: Basket Products Listing content managed web page area
Impact: Minor

TOTECS Platform Release 12.00

New Features


TOT-3652 - Assign users to multiple customer accounts within the Search Users Administration Centre interface

For each user in a TOTECS project there is now the ability to assign multiple customer accounts to a user. This can then be used to allow users to switch between accounts within a content managed website (similar to repspace).
Within the Administration Centre, under the Users menu, within the Search Users interface, for each user record displayed in the Users table, in the Manage User column, there is a button labelled "Accounts".
When clicked on this button allows the user to see a dialog labelled "Customer Accounts Assigned To User" that shows a table of customer accounts assigned to users.
Within this dialog an administrator user can add a customer account to a user by typing the account ID of the customer account into the Account Code search box.
To add or remove customer accounts against a user, the administrator user must have the "Modify Users" permission set to allow.

Functionality Affected: User Search administration centre interface, customer account switching process, basket switching process.
Impact: Normal


Improvements

TOT-2804 - Warning dialog if admin users change deal offer on active deals within Product Deals admin interface

Within the Administration Centre, under the Marketing menu, within the Product Deals and Vouchers admin interface, in the Set Deals Detail dialog, if the admin user changes the deal offer when the deal is currently active, and within the start and finish dates, a dialog appears showing a warning that users who have already redeemed the deal based on the previous offer will still have the previous offer applied to their basket.

Functionality Affected: Product Deals and Vouchers admin centre interface
Impact: Normal


TOT-3586 - Product Combination content managed web page area to show child product details with the Product Search Record format when area showing child products as Radio Button List

On a content managed web page containing a Product Combination web page area, when its "Show Combination Options As" setting is set to Radio Button List, for each child product displayed with the Combination Product Option List Record format, the "combination_product_search_record" hook has been added that allows details of the product to display with the selected Product Search Record format.
This allows additional details of the product to be shown, such as volume discount pricing based on the extra data that a Product Search Record format can display.

Functionality Affected: Product Combination content managed web page area
Impact: Normal


TOT-3636 - Hooks on Product Detail, Basket Product Listing and Product Quick Add Form content managed web page areas to show the location stock availability of product based on assigned location

On a content managed web page containing Product Detail, Basket Product Listing, Category Listing, Product Search Results Listing and Product Quick Add Form content managed web page areas, for each product displayed in these areas hooks have been created to show the location based stock quantity and level based on the primary location assigned the user's customer account.
The following hooks have been added to the Product Detail area format:

  • product_stock_location_quantity
  • product_stock_location_quantity_holder
  • product_stock_location_level
  • product_stock_location_level_holder
The following hooks have been added to the Basket Product Record format within the Basket Products Listing area:
  • product_stock_location_quantity
  • product_stock_location_level
The following hooks have been added to the Product Search Record format within the Product Search Results, Category Listing areas:
  • _P_StockWarehouse
  • _P_StockWarehouseLevel
The following hooks have been added to the Basket Product Quick Add Form format within the Product Quick Add Form area:
  • quick_add_product_stock_location_quantity_div_id
  • quick_add_product_stock_location_quantity_div_class
  • quick_add_product_stock_location_quantity_element_id
  • quick_add_product_stock_location_level_div_id
  • quick_add_product_stock_location_level_div_class
  • quick_add_product_stock_location_level_status_element_id
  • quick_add_product_stock_location_level_status_class


Functionality Affected: Product Detail, Basket Product Listing, Category Listing, Product Search Results Listing and Product Quick Add Form content managed web page areas
Impact: Normal


TOT-3638 - Purchaser managers to be restricted to approve orders when order total is within allowed price range

Within the Administration Centre, under the Users menu, within the Purchaser Manager Approvals interface, after assigning a user to another managing user and clicking on the Conditions button, in the Purchasing Conditions dialog a new section called Manager Conditions has been added.
This section contains the following settings:

  • Can Only Approve Orders Within Order Total Range: If set to yes then the manager user is only allowed to view and approve pending orders that have an order total (inclusive of taxes) with a set date range. If set to no then the managing user can approve any pending orders submitted by the assigned user.
  • Lower Order Total Amount (Inc Tax): Set the lowest order total that the managing user is allowed to approve orders with, if the Can Only Approve Orders Within Order Total Range setting has been set to yes.
  • Upper Order Total Amount (Inc Tax): Set the highest order total that the managing user is allowed to approve orders with, if the Can Only Approve Orders Within Order Total Range setting has been set to yes.
If the "Can Only Approve Orders Within Order Total Range" setting is set to Yes then when the user submits an order the platform will check if any managing users assigned to the them have permission to approve their orders, based on on the order's total being within the managers allowed date range. If the order total isn't within any manager user's allowed order amount then the order will be submitted and not require a managers approval.
It is important to note that if a user submits an order and becomes pending, and the order total range settings for a manager who can approve the order change, then it is possible that no managing user would be able to see or approve the order. When this occurs the order will always remain pending. It is recommended to always set order total amount ranges for manager users to cover all order totals to ensure that at least one manager user can approve a pending order.

Functionality Affected: Purchaser Manager Approvals administration centre interface, order submission process
Impact: Normal


TOT-3642 - Hooks to display a product's height, width, depth dimensions and weight within Basket Product Listing content managed web page area

On a content managed web page displaying a Basket Product Listing content managed web page area for each product displayed in the Basket Product Record format, the format now contains hooks that display the weight, height, width, and depth dimensions for each product's units, as well as hooks to display the overall dimensions based on the quantity of product ordered.
This allows additional product dimension data to be shown for each ordered product in the area.
The following hooks have been added to the Basket Product Record format within the Basket Products Listing area:

  • _B_UnitWeight
  • _B_UnitWidth
  • _B_UnitHeight
  • _B_UnitDepth
  • _B_UnitCubicVolume
  • _B_TotalCubicVolume

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


TOT-3653 - Allow value submitted for Emarketing Sign Up element within Enquiry Form content managed web page area to be shown within submission results and email notification

On a content managed webpage displaying an Enquiry Form area, if an Emarketing Sign Up form element is displayed in the area, when the user submits the form the area will now record if the user had checked the Emarketing Sign Up form element or not. If checked the value of "yes" will show and display in both the Email notification, as well as within the Website Enquiry Submission admin centre interface. If not checked then the value of no will display.
Note that this change will only apply to new enquiry form submissions from the date that this improvement has been released.

Functionality Affected: Enquiry Form content managed web page area
Impact: Normal


TOT-3662 - Category connector data import to support importing categories when keyCategoryID field is up to 255 characters in length

For each category stored against a TOTECS project the KeyCategoryID column now has been increased to support storing text up to 255 characters in length. This will allow categories with long unique identifiers to be imported into the platform as well as being assigned to parent categories.

Functionality Affected: Categories, Categories Connector data imports
Impact: Minor


TOT-3666 - Sales Rep Customer Account Selection content managed web page area renamed to Customer Account Selection and allow users to select from assigned accounts

On a content managed web page containing a Customer Account Selection area, the area can list customer accounts that have been explicitly assigned to the user, as well as accounts available to them if they were a sales rep.
The area has been renamed from "Sales Rep Customer Account Selection" to "Customer Account Selection" as it can be used for both salesrep and non-sales rep users.
A new Facility Role permission has been created called "View Customer Accounts" under the label "Briefcase My Details Permissions".
If this permission is set to allow, a non-sales rep user is allowed to switch between accounts assigned to them, if the permission is set to deny the area will not display unless they have sales rep permissions to allow them to see it.

Functionality Affected: Customer Account Selection content managed webpage area
Impact: Normal


TOT-3668 - Product flag placeholder hooks to show flags assigned to child combination products within Product Detail content managed web page areas

On a content managed webpage displaying a Product Detail area, if the area is displaying a parent combination product and the user selects a child product using the product combination options, the flags displayed for the product can now change based on the flags assigned to the child product.
The following hook has been added to the Product Detail format:

  • _P_ProductFlag_holder_ID
The hook contains the ID of the element that specifies where the flags css class hook, product_flag_class_names, has been set. When the user selects a child product the css class will change based on the element that contains the element ID hook.

Functionality Affected: Product Detail content managed web page area
Impact: Normal


TOT-3672 - Sales Rep Basket Selection content managed web page area renamed to Customer Account Selection and allow users to select baskets from assigned accounts

On a content managed web page containing a Basket Selection area, the area can list baskets created by the user which are associated to customer accounts that have been explicitly assigned to the user, based on if the user has the Facility Role permission "View Customer Accounts" set to allow, or are a sales rep user with access to all accounts or accounts assigned to their sales rep ID.
The area has been renamed from "Sales Rep Basket Selection" to "Basket Selection" as it can be used for both salesrep and non-sales rep users.

Functionality Affected: Basket Selection content managed web page area
Impact: Normal


TOT-3673 - Add to cart notification showing when no quantity set and product added to cart

Within the trade interface, when adding a product via the Add Item dialog, if the quantity text field was blank and a user clicked the add button, a notification appears which read "Product Successfully Added" despite no product actually being added to the basket.
Now within the trade interface, when adding a product via the Add Item dialog, if no existing quantity is found the quantity field is set to 1, preventing a false "Product Successfully Added" notification.

Functionality Affected: Add Item Trade interface dialog
Impact: Normal


TOT-3681 - Update payment method within the Order Checkout/Submission area when switching accounts in a content managed website

On a content managed web page containing a Customer Account Selection area or a Sales Rep Basket Selection area, when a user switches accounts the payment method within the Order Checkout/Submission area is now updated to the payment method assigned to the account the user is switching to.
This ensures that when the user proceeds through the order checkout process, in the order details form area they will only be able to choose from payment types that are enabled for the customer account that they are currently using.

Functionality Affected: Customer Account Selection, Basket Selection content managed web page areas
Impact: Normal


Bug Fixes

TOT-3436 - Uploaded Webpage Template stays in file form element when editing a different template within the Websites Admin Centre interface

Within the Administration Centre, under the Websites menu, within the Websites interface, when an admin user uploaded a HTML file for a web page template within the Webpage Template Properties dialog, if the dialog was re-opened to modify a different web page template.
The upload form element now is cleared ensuring that the user does not accidentally upload the incorrect web page file.

Functionality Affected: Websites admin centre interface
Impact: Minor


TOT-3590 - Deleting a parent web page in the Websites Admin Centre interface causes child webpages to no longer be found

Within the Administration Centre, under the Websites menu, within the Websites interface, if a content managed webpage was removed from the websites tree and it had child web pages assigned to it, the child web pages became inaccessible and could not be found any more.
Now if a content managed webpage is removed from the websites tree and it had child web pages assigned to it, the child web pages now get reassigned to the parent web page of the web page being removed. This ensures that these child web pages are still can be found by administrator users.

Functionality Affected: Websites admin centre interface
Impact: Normal


TOT-3612 - On the trade Interface Product search button is not visible

On the Trade interface the product search input field in the left hand navigation overflowed the sidebar menu causing the search button to be hidden.
The left hand navigation section has been fixed to correctly fit the available space. The Search for product button is now visible.

Functionality Affected: Trade interface left hand navigation
Impact: Minor


TOT-3647 - PrettyPhoto not displaying images after selecting combination product.

Within a content managed web page containing a Product Detail area, if the area was showing a parent combination product then after selecting a combination product from the combination field drop downs, the image viewer for the product would not update to show images for the selected child combination product.
The Product Detail content managed web page area has been modified so that its image viewer correctly shows the product images of the selected child combination product again.

Functionality Affected: Product Detail content managed web page area
Impact: Normal


TOT-3649 - addProductQuantityField hook in a Product Detail content managed web page area format incorrectly outputting span tags within javascript function

On a content managed web page displaying a Product Detail area in the product details format when a rep user viewed a combination product in the web page area that has no pricing set the addProductQuantityField hook outputted span tags within the add qty onclick which caused the page layout to break.
When a rep user views a combination product in the web page area and neither the parent combination product or default child product have no pricing set the addProductQuantityField hook gets correctly set to have a $0 value in the hook's javascript function, instead of incorrectly displaying span tags.

Functionality Affected: Product Detail content managed web page area
Impact: Normal


TOT-3658 - Sales rep adding product to basket with unit price discount incorrectly rounds discount price to 2 decimal places

Within the Trade or a content managed website, when a user logged in as a salesrep user and had permission to discount a product's unit price when adding a product to basket, if the user had set price discount with up to 4 decimal places, the unit price was being rounded to 2 decimal places.
Now if the user had set price discount with up to 4 decimal places, the unit discount price now is no longer rounded to 2 decimal places, and is now rounded to 4 decimal places.
Note that if the "Quantity Decimal Places" setting for a TOTECS project is set to less than 4 decimal places then the discount prices displayed in both the Trade interface and content managed websites may be displayed as a rounded price even though the price stored against the product in the basket will still be in more decimals.
It is for this reason that it is recommended that the "Quantity Decimal Places" setting should be set to 3 or 4 decimal places so that users can see the more accurate pricing.

Functionality Affected: Basket Products Listing content managed web page area, Basket Products Trade interface page
Impact: Normal


TOT-3659 - Git repositories deployed with Master Website Design content managed websites cannot have file changes pushed up due to a permission issue

After deploying a new MWD websites, administrator users could not successfully push changes to the TOTECS Git Repo. Even though the Git Push reports success, the actual files on the TOTECS web server were not added or modified.
Within the Administration Centre, under the Websites menu, within the Websites interface, after clicking on the Create Website tree node and filling out the details of a new website. When the new website is created the files and folders created for that website's GIT repositories, they are now allowed to be modified when pushing up files changes to the GIT repository.

Functionality Affected: Websites adminsitration centre interface
Impact: Normal


TOT-3665 - Flags Connector data import failing to assign flags to products when a flag's KeyFlagID field contains lowercase characters

When a Flags Connector data import in run, if a flag record is being imported contains a lowercase character then the data import is unable to assign the flag to any products being imported.
The Flags Connector data import has been modified to correctly handle when a flag contains a lower case character within its keyFlagID field, and correctly match a flag being imported into the platform, allowing products to be assigned to flags.

Functionality Affected: Flags connector data import
Impact: Normal


TOT-3679 - Customer Account Transaction Listing content managed web page area incorrectly showing [INVALID FORM VAR] for date hook in Customer Account Transaction Record format

On a content managed web page displaying a Customer Account Transaction Listing area, the area was incorrectly showing '[INVALID FORM VAR]' text within the transaction_date hook displayed with the "Customer Account Transaction Record" format for the first 2 transaction records displayed.
The area now no longer shows '[INVALID FORM VAR]' text within the transaction_date hook displayed within the "Customer Account Transaction Record" format if the transaction_date data does not exist for a record.

Functionality Affected: Customer Account Transaction Listing content managed web page area
Impact: Normal

TOTECS Platform Release 11.05

New Features


TOT-3641 - Master Content Managed Website Design 2 Deployer

There is now the ability to deploy a content managed website that is has been implemented based on a 2nd Master Website Design (MWD). The design is similar to MWD1 however contains differences in the top header bar, uses a later version of the Foundation library, and has differences in popups when products are added to basket to use a notification style popup.
Within the Administration Centre, under the Websites menu, in the Websites interface, when creating a new content managed website, in the New Website dialog there is now the ability for admin users to choose from the Master Website Design version 2 to deploy a website from. Additionally there is now a link that users can click on to view how each of the website designs look by viewing images in a popup dialog.

Functionality Affected: Websites admin centre interface
Impact: Normal


Improvements


TOT-3624 - Modify secure_logo hook to display Secured By TOTECS image within the Order Checkout/Submission content managed web page area

On a content managed web page containing a Order Checkout/Submission area, in the Order Submission Success Message web page area format the secure_logo hook has been updated to display a "Secured By TOTECS" message to be consistent with the branding of the TOTECS platform.

Functionality Affected: Order Checkout/Submission content managed web page area
Impact: Normal


TOT-3629 - Hook to display product field drop down allowing users to choose how to find products by in Product Quick Add Form content managed web page area

On a content managed web page displaying a Product Quick Add Form area there is now the ability to embed a hook that displays a drop down, allowing a user to choose the product field that they can find products by.
This functionality would work the same as the Product Quick Add form that appears within the Trade interface's Basket Detail page.
Within the Administration Centre, under the Websites menu, within the Websites interface, from the Web Area Formats Libraries tree node, navigating to the Shopping Basket area types, in the Product Quick Add Form area, when modifying a Product Quick Add Form format, add new hook has been added called "quick_add_search_field_select".
This hook displays a drop down that allows the user to choose the product field that they wish to find a product on the quick add search textbox.
The product fields that will display in the drop down are based on the the product fields that are set to display from within the Stores menu, within the Product Search settings interface, for the Search Columns that are set to be visible.
These drop down options will be also sorted based on these settings.
If the quick_add_search_field_select hook is not embedded within the area then the Product Quick Add search will be based on the product code.

Functionality Affected: Product Quick Add Form content managed web page area
Impact: Normal


TOT-3631 - Faster loading times of content managed web pages loading flagged products in Product Search Results Listing areas

On a content managed web page display a Product Search Results Listing area, if the area was displaying products assigned to a flag or category then the area may load faster due to extra optimisation being added to the platform's database.

Functionality Affected: Product Search Results Listing content managed web page area
Impact: Normal


TOT-3633 - Format hook to allow order confirmation notification email to have order details embedded within the message body

When an order is submitted from either a content managed website or through the Trade interface, when an order confirmation is sent there now the ability to display all the details of the order (that would otherwise be saved in the file attachment) in the body of the email message.
Within the Administration Centre, under the Stores menu, within the Order settings interface, under the Order Notification Emails section, when viewing the format content for the Order Confirmation Email Message Format setting, a hook as has been added called "order_detail_content".
This hook will get all the order details formatted from the following settings that are combined together:

  • Order Confirmation Email Order Detail Format
  • Order Confirmation Email Order Surcharge Format
  • Order Confirmation Email Order Freight Format
  • Order Confirmation Email Order Detail Product Format
  • Order Confirmation Email Order Detail Product Deal Format
  • Order Confirmation Email Order Detail Product Field Format
  • Order Confirmation Email Order Detail Product Attachment Format
The content in the order_detail_content will be the same content that would be saved to the attached HTML or PDF file in the order confirmation notification email. If the order details are to be displayed within the emails's message body then the "Order Confirmation Email - Order Details Set As" setting needs to be set to Within Email Message, and the Order Confirmation Email Order Detail Format should not contain any HTML, HEAD or BODY HTML tags, since that would break the HTML markup of the email's message.
Note that if the order_detail_content is used to embed the order details within the email content then it is recommended to use HTML4 inline CSS styling inline the formats listed above, and not rely upon externally linked CSS files, since they may not load or be looked at by certain email clients.

Functionality Affected: Order Submission process, Order Submission Confirmation Email notification
Impact: Normal


TOT-3635 - Product Search Profiles allow products to be search on using the Meta Keyword field

For product searches using Product Search Profiles within the Trade interface, or on content managed web pages display Product Search Form areas there is now the ability to configure product search profiles to find products by matching text set in a Product's Meta Keyword field.
Within the Administration Centre, under the Inventory menu, in the Search Profiles interface, within modifying a "Product" search profile, within the Add Input form the Link Field To select element the Meta Keywords field can now be selected. This field can then be used to allow users to directly find products by matching data in the Meta Keywords field, or be used as a hidden input that can be used to match products on based on an other field that is mapped to the Meta Keywords field.

Functionality Affected: Search Profiles admin centre interface, Product Search process
Impact: Normal


TOT-3637 - Cacheable content managed web page areas for user sessions

When a content managed web page loads there is now the ability for chosen web page areas when displayed to be cached/remembered in the user's session. When the user next loads a content managed web page the content of these previously cached web page areas can then be loaded from the platform's servers memory, allowing web pages to load faster. The consequence is that the content of these cached areas will not change between page reloads until the user either logs in again, logs out, or their session no longer exists.
Within the Administration Centre, under the Websites menu, in the Websites interface, upon right clicking on a content managed web page, in the Web Page Editor interface, clicking on the blue circle of an area, in the Area Settings popup a new setting has been added labelled "Is Cacheable". If this setting is ticked then the web page area will become cacheable when user's next load the web page that the area belongs to. It is recommended for certain areas such as basket areas, account enquiry areas, order submission areas to never be set to Is Cacheable since the content in these areas will change regularly.
Note that if known search engines/automated crawler software makes requests to load a web page that the caching will be ignored. This ensures that the platform's server's don't store redundant session data.
If you are working on a content managed web page and temporarily don't want the web page area caching to be used, if at the end of the URL the parameter "ignore_area_caching=Y" is set, then the platform will ignore loading cached areas for that request. This is useful when administrators are actively checking or modifying the content of a web page.


Functionality Affected: Content managed webpages, content managed web page areas
Impact: Major


TOT-968 - Sort product search and category listings by price within the Trade interface and content managed webpage areas

There is now the ability on the Trade interface as well as on content managed web pages displaying Category Listing and Product Search Results Listing areas to be able to sort products by price.
Within the Administration Centre there are a number of settings that can now control if category and product searches order products by price:

  • Under the Inventory menu, within the Categories settings interface, the Category Product Sort Field setting now has an option to have products sorted by price when products are display in category product listings.
  • Under the Stores menu, within the Product Search settings interface, the Product Sort Field setting now has an option to have products sorted by price in product searches that use this default setting.
  • Under the Inventory menu, within the Search Profiles interface, when modifying a Product search profile or Product Attribute search profile the Sort Search By drop down now allows admin users to set Price field to sort products by default when the search profile is used.
When a Category Listing and Product Search Results Listing content managed web page areas are displays on a web page the category_products_sort_drop_down hook in the Category Listing area, and the product_records_sort_drop_down hook in the Product Search Results Listing area now give the user the ability to sort product listing by price.
Note that search profiles will need to be regenerated for all TOTECS projects to allow this improvement to work in product searches.

Functionality Affected: Product search, Category Listing and Product Search Results Listing content managed web page areas, Search Profiles admin centre interface, Product Search settings interface
Impact: Normal


TOT-2998 - Admin Centre Facebook link to point to TOTECS Facebook profile

Within the Administration Centre, the Facebook link has now been updated to to point the TOTECS facebook profile page.

Functionality Affected: Administration Centre
Impact: Minor


TOT-3190 - Ability for administrator users to resend order confirmation emails within the Orders admin centre interface

Within the Administration Centre there is now the ability for administrator users to resend order confirmation emails to nominated email addresses of there choice.
In the Administration Centre, under the Orders menu, within the Orders interface, when a one or more order records display within the orders table, in the options column a button labelled Email now appears.
If a user clicks on the Email button it will display a dialog that allows the user to set email addresses that they wish to send an order confirmation email to.
Upon the user clicking on the Send Email button the platform will resend the order confirmation email to the nominated recipients and display a dialog showing the results of sending the email.

Functionality Affected: Orders admin centre interface, order confirmation email sending process
Impact: Normal


TOT-3307 - Settings to show only attribute values assigned to active visible products within Product Attribute Search Profile forms

For product attribute search profile forms displayed within the Trade interface or in "Product Search Form (Using Search Profiles)" content managed web page areas, for each product attribute field there is now a setting that decided if all values assigned to the attribute should display, or only values assigned to products that are active and not hidden.
Within the Administration Centre, under the Inventory menu, in the Search Profiles interface, when editing a Product Attribute search profile, under the Search Profile Attributes section upon clicking on Product Attribute assigned to the form or clickin on the Add button, in the Assign Search Attribute dialog a new setting has been added labelled "Show Only Values Assigned To Active Visible Products".
If this setting is ticked then when the product attribute search profile form is displayed in the Trade interface or on a content managed webpage then only attribute values that are assigned to products that are active and not hidden will display. if the "Show Only Values Assigned To Active Visible Products" setting is unticked then all attribute values will display regardless on whether the values are assigned to active products or not.

Functionality Affected: Product Search Form (Using Search Profiles)" content managed web page area, Home Trade interface page, Product Search Trade interface page
Impact: Normal


TOT-3557 - Flagged products displayed on the Trade Interface homepage to always be sorted descending from highest order weighting to lowest

Within the Trade interface, on the Home page for each section of Flagged products, the ordering of the products now always set to highest Order Weighting products to lowest, based on the Order Weighting field set when a product is assigned to a flag.

Functionality Affected: Home Trade interface page
Impact: Normal


TOT-3558 - Hooks to sort contracts by in Customer Account Contract Listing content managed web page area

On a content managed web page displaying a Customer Account Contract Listing area there is now the ability for administrator users to set how the contracts are ordered by default when the area first displays. Additionally hooks have been added to the area to allow users to control how they wish to sort contracts by.
Within the Administration Centre, under the Websites menu, within the Websites interface, when editing a web page, within the Web Page Editor and opening the Customer Account Contract Listing area the following settings have been added:

  • Contract Sort Field: Sets the field that contracts are ordered by when the area is first displayed on a web page
  • Contract Sort Direction: Sets the direction that contracts are ordered by when the area is first displayed on a web page
The area's Customer Account Contract Listing Header and Customer Account Contract Listing Footer formats have had the following hooks added:
  • contract_records_sort_drop_down: Drop down that allows the user to select the contract field to sort contracts by.
  • contract_records_sort_direction_drop_down: Drop down that allows the user to select the direction that contracts are sorted by.
If these hooks are added to the webpage area then the user can have the ability to change how the contract records are ordered.

Functionality Affected: Customer Account Contract Listing content managed webpage area
Impact: Normal


TOT-3573 - Save order confirmation email attachment as a PDF file

Within the Administration Centre, under the Stores menu, within the Order Settings interface, under the Order Notification Emails section a new setting has been added called "Order Confirmation Email - Order Details Set As". This setting controls how the order details are setting within the Order Confirmation Email that is sent out once a user successfully submits an order. The setting can be configured to one of the following options:

  • HTML Webpage Attachment: The order details are attached as a HTML web page file of the notification Email. This is previous way the platform has worked.
  • PDF Attachment (Converted from HTMLv4 Formats): The order details are attached as a PDF file to the notification Email. The PDF is generated from a HTML web page that has been set within formats set against the project. These formats need to confirm to the XHTML strict 4 standards for the PDF to be able to generate.
  • PDF Attachment (Converted from HTMLv5 Formats): The order details are attached as a PDF file to the notification Email. The PDF is generated from a HTML web page that has been set within formats set against the project. These formats need to confirm to the HTML 5 standards for the PDF to be able to generate.
  • Within Email Message: The order details will not be added as an attachment, but instead the HTML of the order detail can be embedded directly within the email message.
All projects on the TOTECS platform will have the setting set to PDF Attachment (Converted from HTMLv4 Formats). This allows all projects will now have the order details saved as a PDF file, ensuring that the order details can be viewed consistent across any PDF readers run on any device.
Note that if the PDF file is set to be added as a email attachment, that first the platform will generate a web page HTML file that will be converted to a PDF file. The PDF generator can be quite strict in that if the web page HTML file does not conform strictly to HTML standards then it will fail to generate the PDF file.
It is important that administrators ensure that the HTML set in the email's order detail formats conforms to strict HTML standards, otherwise the PDF file will not be generated and the order confirmation email will be sent with the attached PDF.
Additionally the PDF generator does not support all HTML markup so some elements may appear differently depending on the CSS style rules used to set the order detail content.

Functionality Affected: Order Settings admin centre interface, Order Submission process
Impact: Major


TOT-3576 - Formats to control the content and styling of the order confirmation email attachment file

When an order is submitted from either a content managed website or through the Trade interface, for the attached order details file that is sent out confirmation email, the contents of the attachment file are now configurable in both the content and styling of the order. This is done through the introduction of project settings that can format different parts of the order.
Within the Administration Centre, under the Stores menu, within the Order settings interface, under the Order Notification Emails section the following settings have been added:

  • Order Confirmation Email Attachment Format: Controls the overall formatting of the attached file that is attached to the confirmation email.
  • Order Confirmation Email Order Detail Format: Controls the overall formatting of the order detail and its layout.
  • Order Confirmation Email Order Surcharge Format: Controls the formatting for each type of surcharge record applied to the order.
  • Order Confirmation Email Order Freight Format: Controls the formatting of the freight information set in the order.
  • Order Confirmation Email Order Detail Product Format: Controls the formatting for each product line assigned to the order.
  • Order Confirmation Email Order Detail Product Deal Format: Controls the formatting of each deal applied to each product line in the order.
  • Order Confirmation Email Order Detail Product Field Format: Controls the formatting of each basket field set with a value by the user, that is applied to each product line in the order.
  • Order Confirmation Email Order Detail Product Attachment Format: Controls the formatting of each attachment file assigned to its associated product line in the order.
Note that the HTML set with each of these formats needs to confirm to either strict HTML4 standards, or HTML5 standards based on if the "Order Confirmation Email - Order Details Set As" setting has been configured to save the formatted data to PDF file.
Administrators can view how orders look with the format settings set by going into the Orders interface, finding an order, clicking on the order ID to view the details of the order, then in the Order Detail window click on the "Show In Email Format" button that appears at the bottom of the Order Detail dialog. This will then reload the order in the Email format.

Functionality Affected: Order Settings admin centre interface, Order Submission process
Impact: Major


TOT-3601 - Hooks within Product Quick Add Form content managed web page area's autocomplete for showing stock availability, pricing, sales rep discounting, combination products

On a content managed web page displaying a Product Quick Add Form area it now contains additional hooks that allow the following data and features to be displayed when a user is using the quick add form:

  • Display product available stock quantity
  • Display product available stock level
  • Display product available stock level image
  • Display if a product is a parent combination product
  • Display product price if the user is sales rep
  • Display customer account price level price of a product if the user is a salesrep
  • Allow sales reps to set discounts on pricing if they have permission to do so
  • Display Not Found text if a product could not be found with the search term entered by the user
  • Hide Add To Basket elements if the product cannot be added to basket
In the web page area's "Basket Product Quick Add Form" format the following hooks have been added to the area:
  • quick_add_product_found_div_id: ID to set for the element that displays when a product has been selected.
  • quick_add_product_found_div_class: Name of the CSS class that controls the element that displays when a product has been selected.
  • quick_add_product_allow_add_to_basket_div_id: ID to set for the element that displays when a product has been selected that can be added to basket.
  • quick_add_product_allow_add_to_basket_div_class: Name of the CSS class that controls the element that displays when a product has been selected and can be added to basket.
  • quick_add_product_item_id_input: Hidden input that contains the product code of the product that has been selected.
  • quick_add_product_item_id_input_id: ID of the textbox input that contains the product code of the product that has been selected.
  • quick_add_product_is_combination_input: Hidden input that specifies if the selected product is a parent combination product or not.
  • quick_add_product_is_combination_input_id: ID of the hidden input that specifies if the selected product is a parent combination product or not.
  • quick_add_product_not_found_element_class: Name of the CSS class that controls the element that displays when no product could be found when the user performed a search.
  • quick_add_product_not_found_element_id: ID to set for the element that displays when no product could be found when the user performed a search.
  • quick_add_product_price_discount_div_id: ID to set for the element that displays when the user has the ability to discount the price of the found product.
  • quick_add_product_price_discount_div_class: Name of the CSS class that controls the element that displays when the user has the ability to discount the price of the found product.
  • quick_add_product_price_discount_checkbox_id: ID to set for the checkbox form element that allows the user to specify if the product price is to be discounted or not.
  • quick_add_product_price_discount_textbox_id: ID to set for the textbox form element that allows the user to set the percentage discount of the price of the product they wish to discount by.
  • quick_add_product_price_discount_price_total_span_id: ID of the element that displays the price of the product that a price may be discounted by.
  • quick_add_product_price_level_discount_div_id: ID to set for the element that displays when the user has the ability to discount the price-level price of the found product.
  • quick_add_product_price_level_discount_div_class: Name of the CSS class that controls the element that displays when the user has the ability to discount the price-level price of the found product.
  • quick_add_product_price_level_discount_checkbox_id: ID to set for the checkbox form element that allows the user to specify if the product price-level price is to be discounted or not.
  • quick_add_product_price_level_discount_textbox_id: ID to set for the textbox form element that allows the user to set the percentage discount of the price-level price of the product they wish to discount by.
  • quick_add_product_price_level_discount_price_level_total_span_id: ID of the element to set that displays the price-level price of the product that a price may be discounted by.
  • quick_add_product_stock_quantity_div_id: ID to set for the element that displays the available stock quantity section of the selected product.
  • quick_add_product_stock_quantity_div_class: Name of the CSS class that controls the element that displays the available stock quantity of the selected product.
  • quick_add_product_stock_quantity_element_id: ID to set for the element that displays the available stock quantity of the selected product.
  • quick_add_product_stock_level_div_id: ID to set for the element that displays the available stock quantity level section of the selected product.
  • quick_add_product_stock_level_div_class: Name of the CSS class that controls the element that displays the available stock level of the selected product.
  • quick_add_product_stock_level_image_id: ID to set for the image element that displays the available stock level image of the selected product.
  • quick_add_product_stock_level_status_element_id: ID to set for the element that displays the available stock level of the selected product.
  • quick_add_product_stock_level_status_class: Name of the CSS class that controls the element that shows the available stock level of the selected product. Will display either none, low or high.
Any hooks that end with "_class" will either have the value "display_elementY" or "display_elementN" (except for the quick_add_product_stock_level_status_class hook). This is used to control whether an element should display or not. Setting the ID hooks within HTML elements will allow those elements to hide or show based on the CSS display_element class changing as products are found by users when searching within the web page area.
Things to note:
  • The user can only use the price discount fields if they are a sales rep user who's assigned to a Facility Role that has the Override Product Pricing permission enabled.
  • The sales rep user needs to have the View Product Pricing Discounting permission set to allowed to allow them to set the product price based on a percentage off the current price of the product.
  • The sales rep user needs to have the View Product Pricing Level Discounting permission set to allowed to allow them to set the product price based on a percentage off the price-level price of the user's assigned customer account.
  • For the user to view product stock quantities the "Display Stock Column" setting within the Administration Centre's Stores - Basket settings interface needs to be set to ON, and the Product setting's Stock In Numeric Form needs to be set to ON.
  • For the user to view product stock levels the "Display Stock Column" setting within the Administration Centre's Stores - Basket settings interface needs to be set to ON, and the Product setting's Stock In Numeric Form needs to be set to OFF.
Functionality Affected: Product Quick Add Form content managed web page area
Impact: Normal


TOT-3617 - Hooks to be able to display organisation name and contact name in Customer Account Invoice, Sales Order, Back Order and Credit content managed web page areas

On a content managed web page containing either an Customer Account Invoice, Customer Account Sales Order, Customer Account Credit or Customer Account Back Order area, hooks have been added that allow the organisation name and contact fields to be displayed for both delivery and billing addresses associated with the account enquiry record retrieved from the Connector.
The following content managed web page area formats now have additional hooks added:Customer Account Invoice Format:

  • invoice_delivery_org_name: Displays the name of the organisation assigned to the delivery address of the invoice
  • invoice_delivery_contact: Displays the name of the person who can be contacted in regards to the delivery of the invoice
  • invoice_billing_org_name: Displays the name of the organisation assigned to the billing address of the invoice
  • invoice_billing_contact: Displays the name of the person who can be contacted in regards to the billing of the invoice
Customer Account Sales Order Format:
  • order_sale_delivery_org_name: Displays the name of the organisation assigned to the delivery address of the sales order
  • order_sale_delivery_contact: Displays the name of the person who can be contacted in regards to the delivery of the sales order
  • order_sale_billing_org_name: Displays the name of the organisation assigned to the billing address of the sales order
  • order_sale_billing_contact: Displays the name of the person who can be contacted in regards to the billing of the sales order
Customer Account Credit Format:
  • credit_delivery_org_name: Displays the name of the organisation assigned to the delivery address on the credit
  • credit_delivery_contact: Displays the name of the person who can be contacted in regards to the delivery on the credit
  • credit_billing_org_name: Displays the name of the organisation assigned to the billing address on the credit
  • credit_billing_contact: Displays the name of the person who can be contacted in regards to the billing on the credit
Customer Account Back Order Format:
  • back_order_delivery_org_name: Displays the name of the organisation assigned to the delivery address of the back order
  • back_order_delivery_contact: Displays the name of the person who can be contacted in regards to the delivery of the back order
  • back_order_billing_org_name: Displays the name of the organisation assigned to the billing address of the back order
  • back_order_billing_contact: Displays the name of the person who can be contacted in regards to the billing of the back order
Functionality Affected: Customer Account Sales Order, Customer Account Credit, Customer Account Back Order content managed web page areas
Impact: Normal


TOT-3620 - Facility Role permissions to allow users to not set the organisation name in delivery and billing address when proceeding through order checkout

On a content managed webpage containing a "Guest Order Checkout/Submission" area, or on the Order Details page within the Trade interface, when a user proceeds through the Order Details page, previously if the Organisation Name Address setting was turned on for the project then the order validation process required that the organisation name for both the delivery address and billing address contained data for all users. 2 new Facility Role permissions have now been created that independently control if a user should be required to set the organisation name for a delivery address, as well as the billing address, in both the Guest Order Checkout/Submission, as well as when creating or updating existing delivery addresses.
These permissions allow different groups users to be required to set organisation name in addresses or not, such as for group users who are individuals, or users ordering on behalf of companies.
Within the Administration Centre, under the Users menu, in the User Permissions interface, upon modifying a Facility Role the following permissions have been added:

  • Billing Address Organisation Name Not Mandatory: If set to allow then the assigned users to the role do not have to set an organisation name in the billing address when using the Guest Order Checkout feature. If set to deny then they must set a value in the Billing Organisation Name field during checkout.
  • Delivery Address Organisation Name Not Mandatory: If set to allow then the assigned users to the role do not have to set an organisation name in the delivery address when using the Guest Order Checkout feature, or when creating a new delivery address, or updating an existing delivery address. If set to deny then they must set a value in the Delivery Organisation Name field during checkout, as well as when creating or modifying existing addresses.
Note that changes to these Facility Role permissions will only apply to the assigned users when the users next login to a content managed website or Trade interface.

Functionality Affected: Guest Order Checkout/Submission and User Details/Favourites/Orders content managed web page areas, Order Details Trade Interface page
Impact: Normal


Bug Fixes


TOT-3623 - update_product_price_level_discount_field hook displaying unreadable characters within Basket Products Listing content managed web page area when unit product price is greater than $1000

On a Basket Products Listing content managed web page area, if the area was displaying a product that had a unit price of over $1000 dollars then in the Basket Product Record web page area format the update_product_price_level_discount_field hook would display a question mark character instead of the amount that the product was discounted by.
The Basket Products Listing content managed web page area has been modified to correctly calculate the discount applied to the basket's product price, ensuring that no question mark appears in the update_product_price_level_discount_field hook if the product's unit price is over $1000.

Functionality Affected: Basket Products Listing content managed web page area
Impact: Normal


TOT-3632 - Incorrect http protocol being set for secure images and libraries URLs in the Edit Image/Attachment Library Admin Centre interface

Within the admin centre, when copying an image or image URL from a website library within the admin centre, the image URL has its protocol set to http:// regardless of whether or not the website's 'Website Security Mode' setting is set to 'Secured (HTTPS)' or not.
Within the Websites interface, from the Tree menu when clicking on either an image or attachment library, in the Edit Image Library interface or within the Edit Attachment Library interface the URLs of the image and attachment files now have the protocol of the URL set based on if the file belongs to a library that is assigned to a fully secured content managed website or not.

Functionality Affected: Edit Image/Attachment Library admin centre interface
Impact: Minor

TOTECS Platform Release 11.04

New Features


TOT-3555 - Master Content Managed Website Design Deployer

Within the Adminisration Centre there is now the ability to deploy new content managed web pages that have been already been implemented with TOTECS own "Master Website Design". This can dramatically speed up deployment of new websites, implementing a secure mobile/respsonsive design featuring many TOTECS features out of the box.
In the Administration Centre, under the Websites menu, within the Websites interface, upon clicking on the New Website tree node, a new dialog called "Create New Content Managed Website". Within the dialog it allows you to set the following details of the new website being created:

  • Website Domain: Set the domain of the website
  • Website Root Domain: Set the domain that will be set against the session cookie. It should be set to either match the website domain, or be a root domain.
  • Email Address: Email address that website specific notifications may be sent to, such as enquiry form submissions.
  • Login URL: URL that users will be redirected to once logged into the website.
  • Logout URL: URL that users will be redirected to once logged out of the website.
  • Website Design: The design of the website that will be deployed. If set to Empty Website then no assets such as webpages or libraries will be initially deployed. If set to Master Website Design 1 then webpages an other assets will be initially deployed when the website is first created based on the TOTECS Master Website Design.
If the Website Design setting is set to Master Website Design 1 then the following settings need to be set:
  • Category Tree - Navigation: Set the category tree that will be configured to show and allow users to navigate through from the top navigation bar of the website's pages.
  • Category Tree - Brands: Set the category tree that will be configured to show and allow users to navigate through from the Brands footer section of the website's pages.
  • Product Search Profile - Web Page Headers: Set the product search profile that will be used to search for products from the search box in the top navigation bar on all web pages. Ensure that the search profile has only one text input.
  • Product Flag - Featured - Home Page: Set the product flag that will be used to display all products under the Featured section on the home page.
  • Product Flag - New - Home Page: Set the product flag that will be used to display all products under the New section on the home page.
  • Product Flag - On Special - Home Page: Set the product flag that will be used to display all products under the On Special section on the home page.
After configuring the settings and clicking on the Create button, the new content managed website will be created and the Websites will reload showing the new website. If the Website Design was set to "Website Design 1" then the website will also have set up and implemented web page templates, web pages, libraries, repositories, and other assets.
After a new website is created the TOTECS service team will need to be advised of the website so they can set the required hosting on the TOTECS servers, to allow the platform to accept requests for the website. Additionally TLS security certificate will need to have been purchased and set up for website domain, and its keys passed on to the TOTECS service team as well.
Each time a new content managed website is deployed with the "Master Website Design 1" website design, the deployer will create 4 new news/blog groups, which are required to be able to show news on the deployed home page. These news/blog groups are designed to independent for each content managed website.
Once a new content managed website is deployed with the "Master Website Design 1" website design the deployer will copy of the GIT repository (MWD1) from the master repository that lives on the TOTECS servers. From this point in time the WMD1 repository is forked for the website and will no longer receive any changes directly from the TOTECS MWD1 master repository.

Functionality Affected: Websites Administration Centre interface
Impact: Normal

Improvements


TOT-3592 - Hook to display Y or N if product can be added to basket from a content managed web area that uses the Product Search Record format

On a content managed website that displays any areas that use the Product Search Record format a new hook has been added to the format called "addProductQuantityAllowed", that displays either Y or N to indicate if the product can be directly added to basket or not.
The hook will return N if a product is a parent combination product or the product is part of a product group.

Functionality Affected: Product Search Results Listing, Category Listing content managed web page areas
Impact: Normal


TOT-3595 - Setting for Related Products Listing content managed web page area to display products as records or in a list

On a content managed webpage containing a Related Products Listing area there is now the option of displaying product records in a HTML list, or as records without any list elements wrapping the records.Within the Administration Centre, in the Websites interface, in the All Areas section of a Web Page, when adding or editing a Related Products Listing Area, a new option has been added called "Display Records As" that allows a user to choose to display product search records in two different ways, as a list or as records.
The setting contains 2 options:

  • List - Each Product Search Record format displayed in the area will be displayed within an unordered list element
  • Records - Each Product Search Record format displayed in the area will not be wrapped around with any HTML elements.
Related Products Listing Areas that already exist will be unaffected, and will continue to display product search records as a list.

Functionality Affected: Related Products Listing content managed web page area
Impact: Normal


TOT-3602 - Content managed webpage javascript API function to get URL parameters of a Product Search Form area

On a content managed web page, in the javascript API there is now a function that can be called to the URL paramters of a Product Search Form.
These parameters could then be used by 3rd party Javascript to call Product Search Results Listing web page areas to update on the web page and pass the search parameters to the areas, allowing results of a product search to display.
Within the content managed webpage javascript API a new function has been added called: TOTECS.retail.fs.getProductSearchFormAreaSearchParams(webpageAreaID);
The function takes one argument, the ID of the web page area that contains the Product Search Form area. The function will return a string containing the URL parameters that the product search would call to allow Product Search Result Listing areas to perform a product search and display the results.
If the incorrect web page area ID is given then the function will return either false, or otherwise raise a browser alert box advising that the incorrect area was provided.

Functionality Affected: Content managed webpage Javascript API
Impact: Normal

Bug Fixes


TOT-3589 - Incorrect URL set in link immediately after uploading attachment or image file in News/Blogs Admin Centre interface

Within the Administration Centre, under the Marketing menu, within the News/Blogs interface, upon viewing the details of a news/blog item, when uploading a file via the News/Blog item editor and then immediately inserting a link to that file in the body of the news/blog item field, the base href would appear twice in the URL for the file attachment.
Now when uploading an attachment or image file to a content managed website library in the News/Blog Item Editor, the URL is now correctly set if the image or attachment file is immediately inserted into the heading, body, or spare fields of the news/blog item.

Functionality Affected: News/blogs administration centre interface
Impact: Normal


TOT-3593 - Product Stock Quantities data import not updating product stock quantities when obtaining records from Connector version 1.x

Within the Administration Centre, under the Data menu, within the Data Imports interface, if a Product Stock Quantities data import is run and requests data from a Connector running version 1.0 or higher, the data import was not updating product stock quantities.
Now if a Product Stock Quantities data import is run and requests data from a Connector running version 1.0 or higher, the data import now is able to correctly update product stock quantities. The issue was caused by the data import not being able to handle data in from the Connector 1.x in the updated form.

Functionality Affected: Product Stock Quantities connector data import
Impact: Normal


TOT-3598 - Shopping Lists Listing and Shopping List Products content managed web page areas not displaying the Login ID and Email of the user who created a shared shopping list

On a content managed web page containing either a Shopping Lists Listing or Shopping List Products content managed web page areas, if the shopping list displayed in the areas was shared to the user viewing it, the Login ID and and Email hooks in the area's formats incorrectly show the details of the user viewing the shopping list, instead of the user who created the shopping list.
For the Shopping List Products content managed web page area it has now been modified so that the shoppinglist_login_id hook now displays the correct login ID of the user who created the shopping list.

Functionality Affected: Shopping Lists Listing , Shopping List Products content managed web page areas
Impact: Minor


TOT-3605 - Product upper stock limit being ignored in trade interface search results if product stock quantity is over 2,000

Within the trade interface's Product Search page and on content managed webpage areas that use the Product Search Record to display search results, if the project is configured to limit the stock quantities to an upper limit that a user can see, it was possible that users could see a product's actual available stock amount if the amount was over 1000.
The product search feature has been modified to ensure that if a project limits the upper quantity that a user can see, then they cannot see the actual stock quantity when its over 1000.

Functionality Affected: Product searching
Impact: Normal


TOT-3609 - Not Found image not being set for basketProduct_image hook in Basket Products Listing content managed web page area if an image is not assigned to a product

On a content managed webpage containing a Basket Products Listing area, for each product displayed with the Basket Product Record format, in a format's basketProduct_image hook it was being incorrectly set to a empty value instead of a URL that points to the anotfound.png image file when no active image has been assigned to the product. Because of this the user did not see any image displayed, instead of a the placeholder image.
The Basket Products Listing area has been modified so that for each product displayed with the Basket Product Record format, in a format's basketProduct_image hook when no active image has been assigned to the product the placeholder image now displays the correct anotfound.png image.

Functionality Affected: Basket Products Listing content managed web page areas
Impact: Minor


TOT-3615 - Pressing enter key on quantity textbox does not add product to basket within Product Quick Add Form content managed web page area

On a content managed web page area containing a Product Quick Add Form area, after the user had selected a product and entered a quantity into the quantity textbox, if they then had pressed the enter key the product was not being added to basket.
The Product Quick Add Form area has been modified so that the quantity textbox allows users to add a product to basket once it has been set a quantity and the user presses on the enter key.

Functionality Affected: Product Quick Add Form content managed web page area
Impact: Normal

TOTECS Platform Release 11.03.1

New Features


TOT-3579 - Canvas content managed web page area

On a content managed web page a new area type has been created called "Canvas" that can display any content in the area that has been set within the area's format. This allows implementors to set and save HTML within the format, as opposed to setting HTML within a Free Draw area where admin users can easily destroy HTML markup and other hidden elements in the Freedraw area's editor.
Within the Administration Centre, under the Websites menu, in the Websites interface, under the Web Area Format libraries, a new area has been added called "Freedraw Canvas" which can be found under the "Canvas" area type.
The Freedraw Canvas area can be used to set and save HTML within its "Freedraw Canvas" format. Upon creating a Freedraw Canvas area on a content managed webpage, a user can select any of the formats that have previously been created within the Freedraw Canvas format library.
A Freedraw Canvas area contains 10 settings that can store any data that a user wishes to set. These settings can then be embedded within the area's format, allowing data such as labels, names, or any other content to be configured by the user.
It is recommended to use the Freedraw Canvas instead of a Freedraw area any time where hidden HTML markup needs to be placed within a Freedraw area's content.

Functionality Affected: Freedraw Canvas content managed web page area
Impact: Normal


TOT-3585 - Content Managed Website Global Data Hooks

For any content managed website there's now the ability to set data hooks that each can be embedded within any web page template across the website.
These "website data hooks" allow the same pieces of data such as file references to be controlled in one location and referenced across many web page templates, making it easy to update the same references across many areas.
Within the Administration Centre, under the Websites menu, within the Websites interface, upon clicking on the domain of a website, in the Website Site Details interface a new section called "Global Website Data Hooks" has been added.
Upon clicking on the Add Data Hook button will display a form that allows a new Website Data Hook to be created.
Each data hook needs a Hook Name which can be placed within any webpage templates of the website, additionally a "Hook Value" needs to be set that will set the text that is substituted in the webpage templates were the hook name is set. After setting the fields and clicking on the Save button the Website Data Hook will be added to the list of hooks that can then be changed by clicking on the Save button.
There is no limit to the amount of Global Website Data Hooks that can be created but the more hooks that are created, the slower content managed web pages may load. It is recommended to only create data hooks that are necessary and group data together into single data hooks where possible.

Functionality Affected: Content managed webpages, Website Detail administration centre interface
Impact: Normal

Improvements


TOT-3498 - Display product stock quantities for salesrep users within Product Detail content managed web page areas

On a content managed web page that is displaying a Product Detail area, the area can now be configured to list different stock quantities for a product if the user has permission to view such quantities.
The area now requires a format to be set called "Product Stock Quantity" that allows the overall available product stock quantity, live stock quantities, and location based stock quantities to be displayed in a customised way using the following hooks:

  • product_stock_label: Displays a label of the type of stock being shown in the record.
  • product_stock_quantity_available: Displays the amount of stock that is available for purchase based on the type of stock shown.
  • product_stock_quantity_back_ordered: Displays the amount of stock that has already been ordered based on the type of stock shown.
  • product_stock_quantity_consigned: Displays the amount of stock that is on consignment based on the type of stock shown.
  • product_stock_quantity_on_hand: Displays the amount of stock that is on hand based on the type of stock shown.
  • product_stock_quantity_reserved: Displays the amount of stock that has been reserved based on the type of stock shown.
If the "Product Stock Quantity" format is not assigned to the area or a blank "Product Stock Quantity" format is assigned to the area then the area will not try obtain obtain any stock quantity data for the product.
Within the Product Detail format a hook labelled "product_stock_quantities_div" can be embedded which allows each of the stock quantity records to be loaded into the area.
The area will only display the product's location based stock quantities if the user is assigned to a Facility Role permission that has the "View Warehouse Product Stock" permission set to Yes, or the user is marked as a Sales Representative user and has the Facility Role Permission "View live product stock" set to Yes. If the "View live product stock" permission is allowed then when the area will make a request to the Connector to get the live stock quantities in real time if a connection can be made. If a live stock check takes a long time to return data then this may cause the web page which the area is displayed to take longer to load for sales reps, so its important to be mindful of this performance issue if enabling the functionality.

Functionality Affected: Product Detail content managed web page area
Impact: Normal


TOT-3575 - Format to set message for submitted pending orders in Order Checkout/Submission content managed web page area

On a content managed web page that is displaying a Order Checkout/Submission area or a Guest Order Checkout/Submission area, the area can now be configured to display a customised message based on if a user was submitting an order that must first be approved by another user.
The area now requires a format to be set called "Order Submission Pending Message" that will be used to display a message to a user when they have submitted an order and its status has been set to pending.
If this new format has not be assigned to the area then it will continue to use the "Order Submission Success Message" format to display a message to the user advising that the order successfully submitted.

Functionality Affected: Order Checkout/Submission area, Guest Order Checkout/Submission content managed web page area
Impact: Normal


TOT-3578 - Display name of webpage in title and header of Web Page Editor admin centre interface

Within the Administration Centre, under the Websites menu, within the Websites interface, upon clicking on a web page and going to the Web Page Editor, the title of the web page now displays in the title of the browser, additionally the title displays within the All Areas interface, as well as for secure webpages the URL displayed is now SEO friendly.

Functionality Affected: Web Page Editor administration centre interface
Impact: Minor


TOT-3582 - Hooks to set web page link for most ordered products displayed within User Details/Favourites/Orders content managed web page area

Within the Administration Centre, under the Websites menu, within the Websites interface, when navigating through the Web Area Formats Libraries, under the User Details/Favourites/orders area, in the Ordered Products Record format the following hooks have been added to the format:

  • ordered_product_link: Displays a URL of the ordered product based on web page set in the area.
  • ordered_product_onclick: Contains a javascript function that allows the ordered product to be displayed in other areas listening on the web page.
The web page set within the ordered_product_link hook is controlled by the User Details/Favourites/orders area's "Most Ordered Products link to target page" setting.

Functionality Affected: User Details/Favourites/orders content managed web page area
Impact: Normal


TOT-3583 - Hooks to add product to basket in Product Combination content managed web page area when displaying child products in a list

On a content managed web page displaying a Product Combination area, when the area is displaying child products in a radio list, there is now the ability to directly add products to basket for each product. For the format the following hooks have been added:

  • add_product_price_field: Textbox field that shows for permitted salesrep users and allows them to alter the price of a product when adding a product to basket.
  • add_product_price_discount_field: Textbox field that shows for permitted salesrep users and allows them to set a discount against the current price of a product when adding a product to basket.
  • add_product_price_level_discount_field: Textbox field that shows for permitted salesrep users and allows them to set a discount against the price-level price of a product when adding a product to basket.
  • add_product_price_changes_allowed: Set to either Y or N to denote if the user has permission to alter the pricing of a product, or not.
  • add_product_basket_qty_field: Contains a textbox that allows the user to enter a quantity of a product to add to their basket.
  • add_product_basket_qty_field_ex_discount: Contains a textbox that allows the user to enter a quantity to add to basket and does not factor in price or percentage discount fields if they press the enter key on the field.
  • add_product_basket_onclick: Contains a javascript function that allows a user to add a product to basket, as long as the quantity field has been also set within the format.
  • add_product_basket_onclick_ex_discount: Contains a javascript function that does not factor in price or percentage discount fields when adding a product to basket.
  • add_product_unit_selection: Contains a drop down that allows the user to choose the unit for adding a product to basket with.
Functionality Affected: Product Combination content managed web page area
Impact: Normal


TOT-3597 - Product Detail content managed web page area loading image viewer with Jquery 2.2.4

On a content managed website that displays a Product Detail area, if it has an image viewer embedded within it to show product images, the javascript code that sits behind the image viewer has now been updated to support Jquery 2.2.4.
This ensures that the image viewer can load on web pages that are loading the latest version of Jquery.

Functionality Affected: Product Detail content managed web page area
Impact: Normal

Bug Fixes


TOT-3580 - Ordered quantity hook incorrectly named within Ordered Products Record format of User Details/Favourites/Orders area

Within the Administration Centre, under the Websites menu, within the Websites interface, when navigating through the Web Area Formats Libraries, under the User Details/Favourites/orders area, in the Ordered Products Record format the name of the ordered_product_quantity_orderedint hook has been correctly changed to ordered_product_quantity_ordered_integer.

Functionality Affected: Websites administration centre interface
Impact: Normal


TOT-3581 - Unable to set Website Default for Product Detail Webpage setting within Customer Account Contract Detail content managed web page area

Within the Administration Centre, under the Websites menu, within the Websites interface, within the Web Page Editor, when modifying a Customer Account Contract Detail area, for the Product Detail Webpage setting there was no ability to set the setting to the Website Default product webpage.
When modifying a Customer Account Contract Detail area, for the Product Detail Webpage setting there is now the ability to set the setting to the Website Default product webpage.

Functionality Affected: Customer Account Contract Detail content managed web page area
Impact: Normal

TOTECS Platform Release 11.03

New Features


TOT-3564 - Customer Account Enquiry Payment Listing content managed web page area

A content managed web page area has been created called "Customer Account Payments Listing" that will list all of the payments on a content managed web page, associated to the user's customer account that has been retrieved from the connected business system through the Connector.
The area will make a request to the Connector software that will in real time retrieve a list of payments from the configured business system.

  • The area allows payments to be filtered based on date range, or the payment number of a given record.
  • The area also allows users to paginate through a list of payment records, and have configured the number of records that display per page.
  • The area can be displayed on both a secure and insecure content managed web page.
  • The area requires that the Connector has been installed, configured, and is accessible to the TOTECS servers. It also requires that the connected business system allows for retrieval of payment data.
  • The area allows it to be styled, structured, and customised to flexible designs.
  • The area provides payment listing functionality that is the same as available in the Account Enquiry feature provided within the Trade interface.
The "Customer Account Payment Listing" contains the following formats:
  • Customer Account Payment Listing: Displays the header and footer that wraps around the payment records. It contains hooks for allowing payment records to be filtered.
  • Customer Account Payment Record : Displays the details of a single payment record.
  • Customer Account Payment Error Message: Displays an error message if the payments could not be retrieved through the Connector.
The area contains the following settings:
  • Payments Per Page: Sets the number of payment records that can display per page in the area.
  • Payment Detail Webpage: Sets the web page that will be set in the URL that allows the details of a payment to be loaded.
  • Load Payments In Date Range: Sets the date range that will be used to filter payments when the area is first loaded on the web page.
Functionality Affected: Customer Account Payments Listing content managed web page areas
Impact: Normal


TOT-3566 - Customer Account Enquiry Credit Listing content managed web page area

A content managed web page area has been created called "Customer Account Credits Listing" that will list all of the credits on a content managed web page, associated to the user's customer account that has been retrieved from the connected business system through the Connector.
The area will make a request to the Connector software that will in real time retrieve a list of credits from the configured business system.

  • The area allows credits to be filtered based on date range, or the credit number of a given record.
  • The area also allows users to paginate through a list of credit records, and have configured the number of records that display per page.
  • The area can be displayed on both a secure and insecure content managed web page.
  • The area requires that the Connector has been installed, configured, and is accessible to the TOTECS servers. It also requires that the connected business system allows for retrieval of credit data.
  • The area allows it to be styled, structured, and customised to flexible designs.
  • The area provides credit listing functionality that is the same as available in the Account Enquiry feature provided within the Trade interface.
The "Customer Account Credit Listing" contains the following formats:
  • Customer Account Credit Listing: Displays the header and footer that wraps around the payment records. It contains hooks for allowing credit records to be filtered.
  • Customer Account Credit Record : Displays the details of a single credit record.
  • Customer Account Credit Error Message: Displays an error message if the credit could not be retrieved through the Connector.
The area contains the following settings:
  • Credits Per Page: Sets the number of credit records that can display per page in the area.
  • Credit Detail Webpage: Sets the web page that will be set in the URL that allows the details of a credit to be loaded.
  • Load Credits In Date Range: Sets the date range that will be used to filter credits when the area is first loaded on the web page.
Functionality Affected: Customer Account Credits Listing content managed web page areas
Impact: Normal


TOT-3567 - Customer Account Enquiry Transactions Listing content managed web page area

A content managed web page area has been created called "Customer Account Transactions Listing" that will list all of the transactions on a content managed web page, associated to the user's customer account that has been retrieved from the connected business system through the Connector.
The area will make a request to the Connector software that will in real time retrieve a list of transactions from the configured business system.

  • The area allows transactions to be filtered based on date range.
  • The area also allows users to paginate through a list of transaction records, and have configured the number of records that display per page.
  • The area can be displayed on both a secure and insecure content managed web page.
  • The area requires that the Connector has been installed, configured, and is accessible to the TOTECS servers. It also requires that the connected business system allows for retrieval of transaction data.
  • The area allows it to be styled, structured, and customised to flexible designs.
  • The area provides transaction listing functionality that is the same as available in the Account Enquiry feature provided within the Trade interface.
The "Customer Account Credit Listing" contains the following formats:
  • Customer Account Transaction Listing: Displays the header and footer that wraps around the transaction records. It contains hooks for allowing transaction records to be filtered on date.
  • Customer Account Transaction Record : Displays the details of a single transaction record.
  • Customer Account Transaction Error Message: Displays an error message if the transactions could not be retrieved through the Connector.
The area contains the following settings:
  • Transactions Per Page: Sets the number of transaction records that can display per page in the area.
  • Credit Detail Webpage: Sets the web page that will be set in the URL that allows the details of a transaction that is associated to a credit record to be loaded.
  • Invoice Detail Webpage: Sets the web page that will be set in the URL that allows the details of a transaction that is associated to a invoice record to be loaded.
  • Sales Order Detail Webpage: Sets the web page that will be set in the URL that allows the details of a transaction that is associated to a sales order record to be loaded.
  • Back Order Detail Webpage: Sets the web page that will be set in the URL that allows the details of a transaction that is associated to a back order record to be loaded.
  • Payment Detail Webpage: Sets the web page that will be set in the URL that allows the details of a transaction that is associated to a payment record to be loaded.
  • Load Transactions In Date Range: Sets the date range that will be used to filter transactions when the area is first loaded on the web page.
Functionality Affected: Customer Account Transactions Listing content managed web page areas
Impact: Normal


TOT-3569 - Customer Account Enquiry Payment content managed web page area

A content managed web page area has been created called "Customer Account Payment" that will display the details of a single payment record on a content managed web page, retrieved in real time from the business system configured to the Connector.
The area will make a request to the Connector software that will in real time retrieve the detail of a single payment from the configured business system, associated to the user's customer account.

  • The area can be displayed on both a secure and insecure content managed web page.
  • The area requires that the Connector has been installed, configured, and is accessible to the TOTECS servers. It also requires that the connected business system allows for retrieval of payment data.
  • The area allows it to be styled, structured, and customised to flexible designs.
  • The area provides payment record functionality that is the same as what is available in the Account Enquiry feature provided within the Trade interface.
The "Customer Account Payment" area contains the following formats:
  • Customer Account Payment: Displays the details of the payment record.
  • Customer Account Payment Line Item: Displays the details of a payment applied against a referenced record.
  • Customer Account Payment Line Text: Displays the details of a single line associated with a text description included in the payment record.
  • Customer Account Record Error Message: Displays in the area if the payment record could not be retrieved.
Functionality Affected: Customer Account Payment content managed web page areas
Impact: Normal


TOT-3570 - Customer Account Enquiry Credit content managed web page area

A content managed web page area has been created called "Customer Account Credit" that will display the details of a single credit record on a content managed web page, retrieved in real time from the business system configured to the Connector.
The area will make a request to the Connector software that will in real time retrieve the detail of a single credit from the configured business system, associated to the user's customer account.

  • The area can be displayed on both a secure and insecure content managed web page.
  • The area requires that the Connector has been installed, configured, and is accessible to the TOTECS servers. It also requires that the connected business system allows for retrieval of credit data.
  • The area allows it to be styled, structured, and customised to flexible designs.
  • The area provides credit record functionality that is the same as what is available in the Account Enquiry feature provided within the Trade interface.
The "Customer Account Credit" area contains the following formats:
  • Customer Account Credit: Displays the details of the credit record.
  • Customer Account Credit Line Item: Displays the details of a credit applied against a referenced record.
  • Customer Account Credit Line Text: Displays the details of a single line associated with a text description included in the credit record.
  • Customer Account Record Error Message: Displays in the area if the credit record could not be retrieved.
Functionality Affected: Customer Account Credit content managed web page areas
Impact: Normal


Improvements


TOT-3152 - Allow all content managed web page areas be be placed within secure web pages and generate HTTPS links

Within the Administration Centre, under the websites menu, within the websites interface, upon clicking on the domain link of a content managed web site, in the Website Details interface a new setting has been added labelled "Website Security Mode". If this setting is changed to "Secure (HTTPS)" then all of the website's webpage templates will be changed to become secure, and because of that all web pages in the website will also become secured. Additionally changing this setting will enforce all web page areas assigned to global webpage formats to be reassigned to secure global formats that set HTTPS in any links.
Once a website's secure mode is set to Secure then on any secure web page the any areas can be added to the web pages through the Web Page Editor. Additionally all local web page formats should be checked to see that no HTTPS javascript, CSS, image and other files are referenced within format content. The same also has to be done for web page templates.
It is highly recommended to only change the website security mode after a TLS/SSL security certificate has been purchased for the website's domain, and has been set up beforehand on the TOTECS platform.
As a part of this improvement the following content managed web page areas having links modified to support embedded https:// into web page URLs:

  • Enquiry Form
  • Thumb Image Gallery
  • Image Window Gallery
  • Image Gallery Upload
  • News Group Forum
  • News Item Form
  • News/Blog Crumbs
  • Alphabetical Sitemap
  • Tier Sitemap
  • User Details/Favourites/Orders
  • Shopping Lists Listing
  • Shopping List Sharing Form
  • Shopping List Attachments List
  • Shopping List Products Import Form
  • Customer Account Contract Listing
  • Category Listing Header
  • Category Listing
  • Category Crumbs
  • Category Tree Nested Navigation
  • Category Tree Panel Navigation
  • User Registration
  • Model Product
  • Order Checkout/Submission
  • Basket Summary
  • Basket Products Listing
  • Product Quick Add Form
  • Product Detail
  • Product Group
  • Product Combination
  • Product Search Form
  • Product Search Results Listing
Functionality Affected: Content managed web page areas, Websites Administration Centre interface
Impact: Critical


TOT-3526 - Display Average Cost Price record within Product Detail content managed web page area's Price-Level Price list

On a content managed web page containing a Product Detail area. if a user in the area is allowed to display the price-level pricing of a product, then the price-level pricing can now display a price record that shows the average cost of the product if the price is greater than 0, as well as allowing the user to add the product to basket at the cost price (if they have permission to discount pricing).
The average cost price will show first in the list of product prices. and the label of the average cost price can be controlled based on a setting within the Administration Centre, under the Product Settings interface labelled "Product Average Cost Price Label"

Functionality Affected: Product Detail content managed web page area, Product Settings administration centre interface
Impact: Normal


TOT-3533 - Hooks in Basket Products Listing content managed web page area to control if user's are allowed to checkout based on account status

On a content managed web page containing a Basket Products Listing area, the area's header and footer formats now have hooks that specify if a user is allowed to proceed through the Order Checkout/Submission process based on the status of their assigned customer account.
These hooks can be used to advise a user if they are not allowed to order, or warn them if there is a problem with their account and requires payment before allowing more orders to continue.
In the Basket Products Listing area the following hooks have been added to the area's "Basket Products Heading" and "Basket Products Footer" formats:

  • basket_checkout_status: Contains the status of whether the user is allowed to proceed to order checkout. Set to either OK - user are allowed WARN - user is allowed but should be shown message - WARNCC - user is allowed but should be shown message and can only pay with credit card. BLOCK - user is not allowed.
  • basket_checkout_message: Message that indicates to the user if they are allowed or not allowed to checkout based on the status of their account.', 'Your account is on hold.
  • basket_message_html_escaped; Message that indicates to the user if they are allowed or not allowed to checkout based on the status of their account. Message can be safely placed in HTML code.
  • basket_message_js_escaped; Message that indicates to the user if they are allowed or not allowed to checkout based on the status of their account.
Using the basket_checkout_status hook allows the area to be crafted in a way to handle if the user is allowed to checkout, and display any warning or blocking messages. This could be done through a popup, or other element set up in the area.
The cart_checkout_link hook has been modified to not set a URL to the Order Checkout/Submission web page if the user's account is blocked from being able to create orders.

Functionality Affected: Basket Products Listing content managed web page area
Impact: Normal


TOT-3534 - Enable live check of user's customer account status if user is logging into a content managed website or changing accounts within it

On a content managed website there is now the ability to check if a user is allowed to create an order, based on performing checks on their assigned customer account similar to the functionality within the Trade interface.
Within the Administration Centre, under the Stores menu, within the Checkout Settings interface a new setting has been added labelled "Check live user's account status in interfaces".
This setting controls if live customer account checks should occur when a user logs into to either the Trade interface or a content managed website, as well as if the user tries to switch accounts during their session. The setting can be set to one of the following values:

  • Trade: Only when a user logs into the Trade interface will customer account status checks occur.
  • Content Managed Website: Only when a user logs into a content managed website interface will customer account status checks occur.
  • Both: If a user logs into either the Trade interface or a content managed website will customer account status checks occur.
  • None: No checks will be made when a user logs in either the Trade interface or a content managed website.
Additionally on a content managed webpage that contains either a "Sales Rep Basket Selection" or "Sales Rep Customer Account Selection" area, if a sales rep user is logged in and tries to change their account or basket, then a check will first be done to see if the customer account that they are switch to is on hold, out of its payment terms, or outside its balance limit, then a confirmation dialog will display asking if the user would still like to use the account, before switching them to the account.
This customer account status check may cause a live check to be made to the connector if the setting above has been enabled for a content managed website, and live account checks have been turned on.

Functionality Affected: Sales Rep Basket Selection, Sales Rep Customer Account Selection content managed web page area, Checkout Settings admin centre interface
Impact: Normal


TOT-3548 - Add paginator event listener to Customer Account Contract Detail content managed web page area

On a content managed web page that displays either a Customer Account Contract Listing and Customer Account Contract Detail area, if the user updates the list of contracts or products within the area, there is now the ability for Javascript logic to listen for area's lists being updated, allowing customised javascript functionality to be called, such as scrolling the user to the top of the area, or displaying a loading message.Each of the areas will now fire off a BEFORE_PAGINATOR_RELOAD event that allows any 3rd party Javascript to listen for the event and perform actions as the area reloads contracts, or products listed within the area.

Functionality Affected: Customer Account Contract Listing, Customer Account Contract Detail content managed web page areas
Impact: Normal


TOT-3559 - Increase maximum number of characters set for names of content managed web page area formats

Within the Administration Centre, under the Websites menu, within the Websites interface, when creating or modifying an existing content managed web page area format, the name of the format now allows up to 80 characters to be set in the name field.
This additional field length allows admin users to set longer and more meaningful names of web page area formats.

Functionality Affected: Websites Administration Centre interface
Impact: Minor


TOT-3562 - Allow web pages with the same title name to be created in each content managed website

Within the Administration Centre, under the Websites menu, in the Websites interface previously only one web page could exist across all content managed websites with the same title name.
This restriction has now been removed to allow multiple web pages to exist with the same title across multiple content managed web sites in the same TOTECS project.
Within the Administration Centre, under the Websites menu, in the Websites interface, under the Websites tree node when clicking on the New Web Page node, administrator users are now able to set the title name of the web page to match the same name of a web page that already exists in a different content managed website.
When a content managed web page is loaded the platform will now use the web page title and the domain set in the URL to determine the correct content managed web page to load on the web page.

Functionality Affected: Websites Administration Centre interface, content managed webpage load
Impact: Normal


TOT-3563 - Formats based on if a category is a leaf or a branch in Category Tree Nested Navigation and Category Tree Panel Navigation content managed web page areas

On a content managed web page displaying either a Category Tree Nested Navigation or Category Tree Panel Navigation areas, the areas need have been modified to support having different category record formats, based on if a category contains child categories or not (known as a leaf or branch category in the tree).
Within the Administration Centre, under the Websites interface, under the Webpage Area Formats Libraries expanding the Product Category node under the Category Tree Nested Navigation area, two new formats have been added called "Nested Category Branch Record" and "Nested Category Leaf Record".
These appear in a Category Tree Panel Navigation area for each category based on if a category contains, or does not contain child categories.
Two new hooks have been for each of these areas, "category_record_id" which returns the unique ID of the category and "category_parent_record_id" which returns the unique ID of the parent category that the category is assigned to.

Functionality Affected: Category Tree Nested Navigation, Category Tree Panel Navigation content managed web page areas
Impact: Normal


TOT-3568 - Hooks in User Details/Favourites/Orders content managed web page area to show the login ID and account code of the user who created the order

On a content managed web page that displays a list of submitted orders in the User Details/Favourites/Orders area, the area's "Historic Order Record" format now contains hooks that can show the Login ID of the user who submitted the order, as well the customer account that the order was assigned to.
These hooks can be used for when the area is used to show a list of pending orders to a managing user who needs to approve the order.
In the area's "Historic Order Record" format the following hooks have been added to be able to display the account and user who the order was created by:

  • ordering_user_login_id: Login ID of the user who created the order.
  • ordering_account_code: Code of the customer account that is assigned to the order when it was created.
Functionality Affected: User Details/Favourites/Orders content managed web page areas
Impact: Normal


TOT-3571 - Hooks to ignore discount fields when adding products to basket in Product Detail, Product Search Results Listing, Category Listing, or a Basket Product Listing content managed webpage areas

On a content managed web page containing either Product Detail or Basket Product Listing areas, or any areas that display a product using the Product Search Record format, there is now the ability to allow sales rep users to add the product to basket, or update an ordered quantity and not factor in values in the discount fields, allowing the platform to independently price a product factoring in any volume discount pricing, and account pricing.
In Product Detail and other areas using the Product Search Record format, if no discount fields and set within the area then the platform will not factor is the discounts when pricing a product being added to basket.
The following formats have additional hooks added:

  • Product Detail Format
    • addProductQuantityField_ex_discount: Contains a quantity textbox that allows the user to enter a quantity to order and does not factor in price or percentage discount fields if they press the enter key on the field.
    • addProduct_onclick_ex_discount: Contains a javascript function that does not factor in price or percentage discount fields when adding a product to basket.
  • Product Search Record Format
    • addProduct_onclick_ex_discount: Contains a javascript function that does not factor in price or percentage discount fields when adding a product to basket.
    • addProductQuantityField_ex_discount: Contains a quantity textbox that allows the user to enter a quantity to order and does not factor in price or percentage discount fields if they press the enter key on the field.
  • Basket Product Record Format
    • updateProduct_onkeypress_ex_discount: Contains a javascript function that does not factor in price or percentage discount fields when adding a product to basket when the enterkey is pressed.
    • updateProduct_onchange_ex_discount: Contains a javascript function that does not factor in price or percentage discount fields when adding a product to basket.
Functionality Affected: Product Detail, Basket Product Listing, Product Search Results Listing, Category Listing content managed web page areas
Impact: Normal


Bug Fixes


TOT-3560 - Customer Account assigned to a user's basket doesn't get switched when a user's account is changed within the User Detail admin centre interface

Within the Administration Centre, under the Users menu, within the Search Users interface, after locating a user and viewing the user's details, in the User Detail interface if the user's customer account had changed then the account was not being updated in the user's basket. Because of this when the user logs in they were still getting pricing based on their former assigned customer account.
In the User Detail interface if the user's customer account code is changed the platform will now correctly update the account assigned to the user's primary basket, or else if an existing basket already exists for the user with the account then it will become the user's primary basket that is used initially when the user logs in.

Functionality Affected: User Detail administration centre interface
Impact: Normal


TOT-3565 - Unable to load details of a product with the Inventory Editor admin centre interface if the product's class field contains an ampersand character

Within the Administration Centre, under the Inventory menu, after clicking on Inventory Editor menu item, upon finding and loading product that contained an ampersand within the the class field, the interface failed to load the details of the product.
In the Inventory Editor interface, when a user tries to load a product that contains an ampersand within the class field data, the interface will now correctly load the product data. The bug fix will ensure that any special character set within any product fields can correctly within the interface.

Functionality Affected: Inventory Editor administration centre interface
Impact: Normal

TOTECS Platform Release 11.02.1

Improvements


TOT-3527 - Global format hook to allow a customer account's company name to be displayed in all content managed web page areas

Within the Administration Centre, under the Websites interface, when modifying any content managed web page area format, in the Global Hooks list a hook labelled "SES_account_company_name" has been added.
When set within a format it displays the name of the company set for the customer account that is currently assigned to the user. If the user switches customer accounts then this global hook will update to the new customer account.

Functionality Affected: Websites Administration Centre interface
Impact: Normal


TOT-3528 - Sort product attribute values within Product Search Form content managed web page areas

On a content managed web page displaying a Product Attrbute Search From within a Product Search Form (With Search Profiles) area, or on the Trade interface the values for each product attribute now are ensured to be ordered alphabetically ascending.

Functionality Affected: Product Search Form content managed web page areas
Impact: Minor


TOT-3544 - HTTPS Trade Login Webpage

The Trade interface login now supports being run from a secure domain, where the URL is set as https://securedomain.com/login/[projectkey].
All trade interface login's will have a redirect put in place to take the user to secure domain allowing them to login and not have the web browsers report security issues.
Additionally within the Administration Centre, under the Stores menu, in the Interface settings interface a setting labelled "Project Login Webpage" has been added that allows admins to modify the project login web page.

Functionality Affected: Project login webpage
Impact: Major


Bug Fixes

TOT-3522 - Product Flags Excluded From Showing On Page setting on Product Settings Admin Centre interface not showing the previously saved settings

Within the Administration Centre, under the Inventory menu, in the Product Settings interface after the "Product Flags Excluded From Showing On Page" setting had been modified and the Save button clicked, when reloading the interface the selected flags in the setting may have been unselected again.
The Product Settings interface it has been modified to ensure that the Product Flags Excluded From Showing On Page setting correctly selects the flags for the settings. This issue would occur if the flags that were to be selected had an internal ID greater than 9. Now this is no longer a factor.

Functionality Affected: Product Settings Admin Centre interface
Impact: Normal


TOT-3531 - Categories Connector data import not assigning child categories to parent categories if the parent category was not originally created through the Connector data import

When a Categories Connector data import is run and it imports category data, child categories were not getting assigned to parent categories if the parent categories had been previously created within the Administration Centre or Categories Text File data import.
When the platform's Categories Connector data import now runs, for any existing categories previously created within the Administration Centre, the import will now update the existing categories to reference the connected business system by storing the KeyCategoryID. This in effect will convert a "local" category into a "mirrored" linked category. Once this has been done then for child categories imported the import can then find the parent categories that contain the matching KeyProductID data and setup the parent child relationship.

Functionality Affected: Categories Connector data import
Impact: Major


TOT-3532 - Unable to delete attachment and image files within the Edit Website Library admin centre interface when any file contains a single quote character

Within the Administration Centre, under the Websites menu, within the Websites interface, upon clicking on an image or attachment library from the websites tree, if the library had either an image or attachment file assigned to it that had a single quote character within its file name then none of the files in the library were able to be deleted.
The Websites Administration Centre interface so that when clicking on an image or attachment library from the websites tree, if the library had either an image or attachment file assigned to it that had a single quote character within its file name then any files are now allowed to be correctly deleted. Additionally if a user uploads an image file to an image library the file will be shown as having been successfully uploaded.

Functionality Affected: Edit Website Library admin centre interface
Impact: Normal


TOT-3535 - Inventory Settings Admin Centre interface failing to load if Volume Discount Record Format setting contains new line characters

Within the Administration Centre, under the Inventory Menu, within the Products inventory settings interface, no setting form element would load if the "Volume Discount Record Format" setting contained a new line character set within its value.
Within the Products inventory settings interface it now correctly loads the settings when the "Volume Discount Record Format" setting contains a new line character set within its value.

Functionality Affected: Inventory Settings Admin Centre interface
Impact: Normal


TOT-3538 - Deal Results dialog within the Product Deals and Vouchers admin interface fails to load stats when totals are over $1000

Within the Administration Centre, under the Marketing menu, within the Product Deals and Vouchers interface, after clicking on the Results button, in the Deals Results dialog the message "Error loading statistics data." message incorrectly displayed when the results values were over $1000.
Within the Product Deals and Vouchers interface, after clicking on the Results button, in the Deals Results dialog the statistics of a deal now display when any deal totals are over a $1000.

Functionality Affected: Product Deals and Vouchers admin interface
Impact: Normal


TOT-3539 - Salesrep users in Sales Rep Basket Selection and Sales Rep Customer Account Selection content managed web page areas unable to change basket or account in Microsoft Edge browser

On a content managed web page containing either "Sales Rep Basket Selection" or "Sales Rep Customer Account Selection" areas, if the Microsoft Edge browser was used to load the web page, sales rep users after selecting a basket or account to use in the areas, the areas would fail to reload and sales rep users would still be assigned to the same basket or customer account.
The forms in these web page areas have been modified to allow the Microsoft Edge browser to correctly be able to find a use the forms to allow sales rep users to search and switch customer accounts, as well as baskets. Unlike all other browsers Microsoft Edge is very specific on the IDs of forms must be set, which was causing this issue.

Functionality Affected: Sales Rep Basket Selection and Sales Rep Customer Account Selection content managed web page areas
Impact: Normal


TOT-3540 - Related Products spreadsheet CSV file data import failing to import data when product code is greater than 35 characters in length

Wtihin the Administration Centre, under the Data menu, within the Data Imports interface, if a Related Products spreadsheet CSV file data import was run and the CSV file was importing product codes greater than 35 characters in length then the import would not be able to assign a related product to another product.
Now when uploading a spreadsheet CSV file for the Related Products import, the import now correctly allows products to be related to other products when either contains a product code that is up to 50 characters in length, consistent with the Products data imports.

Functionality Affected: Related Products spreadsheet CSV file data import
Impact: Normal


TOT-3542 - Product Search Results Listing content managed web page area ignoring filtering products by attribute values when attribute name contains an ampersand character

On a content managed web page that contains a Product Search Results Listing area, if a Product Attribute search profile was used to update the area and the user was filtering products based on a selected valued assigned to an attribute that had its name contain an ampersand character, then the search results would ignore filtering products on the attribute value.
The Product Search Results Listing area has been modified to correctly handle filtering products within product attribute searches when a product attribute name contains an ampersand character.
Additionally product attributes searches within the Trade interface have also been updated to correctly handle ampersand characters in product attribute names.

Functionality Affected: Product Search Results Listing content managed web page area, Product Search Trade Interface
Impact: Normal


TOT-3543 - Area displaying empty when users paginate through a Product Search Results Listing web page display products assigned to category when the webpage URL uses URL Routing

On a content managed web page displaying a Product Search Results Listing area, if the area was set to show all products assigned to a given category, and the category was set with a SEO Routed URL for the web page that the area is displaying on, then when a user tried to paginate through the area's products, the area would reload and become empty.
The Product Search Results Listing area has been modified to check that if it is being used to display products assigned to a category, that the paginators of the area correctly reload the next page of products in the category, if the URL of the webpage does not specifically identify itself as a category URL (such as a SEO optimised URL).

Functionality Affected: Product Search Results Listing content managed web page area
Impact: Normal

TOTECS Platform Release 11.02

New Features


TOT-3442 - Category Tree Nested Navigation content managed web page area

On a content managed web page a new area can be added called "Category Tree Nested Navigation" that can list all categories within a specified category tree. Each category can embed its child categories into its format.
This nested structure gets generated for up to 5 tiers of categories within the category tree. Tiers of categories can then be hidden or shown through the use of CSS and Javascript as the user navigates through the category tree structure.
The area will only list categories that are active and the user has permission to see based on the Inventory Permission Role that the user is assigned to.
The area can be configured to show up to 5 levels/tiers of categories, and can be configured to specify which level to show categories from. It is recommended to display the minimum amount of levels of categories in the area to allow the web page to load as fast as possible.

Area Settings
The area contains following settings

  • Category Tree: The category tree that categories should be obtained from to display in the area.
  • Starting Category Tier: Tier to display categories from.
  • Ending Category Tier: Last tier of categories to display within the area.
  • Category Tier 1 CSS Class: The CSS class that can be embedded within the category record formats for categories that are in the first tier of the category tree.
  • Category Tier 2 CSS Class: The CSS class that can be embedded within the category record formats for categories that are in the second tier of the category tree.
  • Category Tier 3 CSS Class: The CSS class that can be embedded within the category record formats for categories that are in the third tier of the category tree.
  • Category Tier 4 CSS Class: The CSS class that can be embedded within the category record formats for categories that are in the fourth tier of the category tree.
  • Category Tier 5 CSS Class: The CSS class that can be embedded within the category record formats for categories that are in the fifth tier of the category tree.
  • Category Link Web Page: The web page that users can be directed to after clicking on the category link.
  • Category Sort Field: The field to sort categories that display within the area on.
  • Category Sort Direction: Direction to sort categories by.
Area Formats
  • The area contains the following formats to structure the content in the area.
  • Category Tree Heading: Format that displays before any categories are listed within the area.
  • Category Tree Footer: Format that displays after categories are listed within the area.
Nested Category Record: Format that displays the details of a single category and allows a list of its child categories to the be embedded within the format.

Functionality Affected: Category Tree Nested Navigation content managed web page area
Impact: Normal


TOT-3502 - Category Tree Panel Navigation content managed web page area

On a content managed web page a new area can be added called "Category Tree Panel Navigation" that can list all categories within a specified category tree. For each parent category and its list of child categories the area will generate a panel. These panels can then be dynamically hidden or shown on a web page based on a user navigating through a category tree.
The area will only list categories that are active and the user has permission to see based on the Inventory Permission Role that the user is assigned to.
The area can be configured to show up to 5 levels/tiers of categories, and can be configured to specify which level to show categories from. It is recommended to display the minimum amount of levels of categories in the area to allow the web page to load as fast as possible.

Area Settings
The area contains following settings

  • Category Tree: The category tree that categories should be obtained from to display in the area.
  • Starting Category Tier: Tier to display categories from.
  • Ending Category Tier: Last tier of categories to display within the area.
  • Category Tier 1 CSS Class: The CSS class that can be embedded within the category record formats for categories that are in the first tier of the category tree.
  • Category Tier 2 CSS Class: The CSS class that can be embedded within the category record formats for categories that are in the second tier of the category tree.
  • Category Tier 3 CSS Class: The CSS class that can be embedded within the category record formats for categories that are in the third tier of the category tree.
  • Category Tier 4 CSS Class: The CSS class that can be embedded within the category record formats for categories that are in the fourth tier of the category tree.
  • Category Tier 5 CSS Class: The CSS class that can be embedded within the category record formats for categories that are in the fifth tier of the category tree.
  • Category Link Web Page: The web page that users can be directed to after clicking on the category link.
  • Category Sort Field: The field to sort categories that display within the area on.
  • Category Sort Direction: Direction to sort categories by.
Area Formats
The area contains the following formats to structure the content in the area.
  • Category Tree Heading: Format that displays before any category panels are listed within the area.
  • Category Tree Footer: Format that displays after category panels are listed within the area.
  • Category Parent Record: Format that displays the details of a parent category and contains a hook to embed the list of formatted child categories.
  • Category Child Record: Format that displays the details of a single category that is a child of a parent category.
Functionality Affected: Category Tree Panel Navigation content managed web page area
Impact: Normal


TOT-3503 - Pending Order Detail Content Managed Web Page Area

On a content managed web page there is now the ability to add a new area type called "Pending Order Review". This area allows users to view details of an order that has been submitted to them for review. Additionally can allow the user to modify the details of the order including changing the following:

  • Purchase Order Number
  • Carrier
  • Instructions
  • Billing Address
  • Delivery Address
  • Ordered Product Quantities
  • Removing ordered products
  • Adding products to order
Area Formats
The area uses the following formats:
  • Pending Order Detail: Displays details of the order and optionally allowing details to be modified
  • Order Products Header: Displays above the list of products ordered
  • Pending Order Product Record: Displays the details of each product ordered, and optionally allow product quantities to be changed, or be removed.
  • Order Product Deal Record: Displays any deals that have been applied to each ordered product.
  • Product Attachment Record: Displays the details of each attachment file associated with each ordered product.
  • Order Products Footer: Displays below the list of products ordered
Area Settings
The area has no configurable settings.

Dependent Configurations
  • The area will only display an order if the user is assigned as a manager of a purchasing user who submitted the order, or the user has been assigned by another user to review the order, or the user is assigned to the order.
  • The area will only allow the user to update the order's details if the order has a status of PENDING, and the user is assigned to the Facility Permission Role that the permission "View Purchaser Manager Orders" set to allow.
User Details/Favourites/Orders Area Changes
The User Details/Favourites/Orders content managed web page area has been modified to allow it to display a list of orders pending the user's approval. The Historic Order Record format now has the following hooks that allow users to approve or decline pending orders, as well as be directed to web page to view/modify the details of an order:
  • order_is_pending_order_approval: Either Y or N, then the order is pending approval by the user.
  • pending_order_approve_onclick: Javascript function that allows a pending order to be approved.
  • pending_order_decline_onclick: Javascript function that allows a pending order to be declined.
  • pending_order_detail_webpage_url: URL of the web page that allows the details of a pending order to be viewed or modified.
  • pending_order_decline_message_id: ID of the text area element that a user may set a message within if they have declined a pending order.
  • pending_order_can_be_modified: Either Y or N, if Y then the order is pending approval and the user has permission to modify the order.
An additional setting has been added to the User Details/Favourites/Orders area called "Pending Order Detail Web Page" that allows a web page to be set in the pending_order_detail_webpage_url hook to direct the user to a web page where they can view or modify a pending order.

User Detail Area Changes
The User Detail content managed web page area has been modified to be able to show the number of orders that is pending the user's approval. The User Detail format contains the following hooks:
  • user_pending_order_count: Amount of pending orders that await approval by the user
  • user_can_view_pending_orders: Either Y or N, if Y then the user has permission to view and approve pending orders.
  • user_pending_orders_listing_webpage_url: URL of the web page that takes the user to a list of pending orders awaiting their approval
A setting has been added to the User Detail area called "Pending Orders Listing Web Page" that controls the web page in the user_pending_orders_listing_webpage_url hook that a user can be taken to see a list of pending orders that required their approval.

Functionality Affected: Pending Order Review, User Details/Favourites/Orders, User Detail content managed web page area
Impact: Normal


Improvements


TOT-3321 - Prevent orders being submitted twice if a user double clicks to submit an order in Order Checkout/Submission content managed web page areas

On a content managed webpage displaying either a Order Checkout/Submission or Guest Order Checkout/Submission area, both areas will now only allow the user to submit an order once.
If the user double clicks on a Submit Order button in the Order Review format only the first click will allow the order to be submitted. All other clicks will be ignored until the area has reloaded itself with the results of submitting the order.

Functionality Affected: Order Checkout/Submission, Guest Order Checkout/Submission content managed web page areas
Impact: Normal


TOT-3413 - Allow purchaser users to submit orders without manager approval if order total is under a limit and/or all products ordered are on contract

The Purchaser Manager Approvals feature has been improved to allow purchasers to automatically submit orders without the approval of another manager based on the order total being under a specified amount, and/or containing only products assigned to a contract.
Within the Administration Centre, under the Users menu, within the Purchaser Manager Approval interface the users table have been modified to have a new column labelled Conditions.
When an admin user clicks on the Conditions button for a given purchasing user-manager relationship, the Conditions dialog displays and allows the user to set the following condition settings:

  • Orders Contain Only Products On Contract: If set to Yes then the purchasing user will be able to submit an order without requiring approval if all products in the order are on a contract that the user's customer account is assigned to.
  • Orders Are Under A Set Total: If set to Yes then the purchasing user will be able to submit an order without requiring approval if the order's total is under a specified limit.
  • Order Total (Inc Tax): If the Orders Are Under A Set Total setting is set to Yes then this setting allows the admin to specify the order total inclusive tax amount that the user can purchase under without requiring an order to be approved.
  • Approve When: This setting controls if both conditions must be met to allow the purchasing user to submit an order without requiring approval, or if only one condition must be met.
After these conditions have been set, then when the purchasing user submits an order through either the Trade interface or a content managed website, if the purchasing conditions have been met for all the managing users assigned to the purchasing user, then the order will be submitted for being processed.
If the conditions are not met for a number of managers then all of those managers will be notified of the pending order unless only one of those managers is designated as the primary manager. In that case then only the managing user will be notified of the pending order.

Functionality Affected: Purchaser/Manager Approvals Administration Centre interface, Order Submission
Impact: Normal


TOT-3476 - Reload Basket Summary areas after a shopping list is imported into the user's basket on a content managed webpage

On a content managed web page containing either a Shopping Lists Listing area or a Shipping List Products area, if the user imports the shopping list into their basket, any Basket Summary areas on the web page will now reload to reflect the updated details of the basket.

Functionality Affected: Shopping Lists Listing, Shipping List Products content managed web page areas
Impact: Normal


TOT-3482 - Product search rule to match products based on product fields within Product Search and Product Deals and Vouchers interfaces within the Administration Centre

Within the Product Search and Product Deals and Vouchers Administration Centre interfaces a new product search rule has been added the allows products to be matched on with values matching the following fields:

  • Product Code
  • SEO Code
  • Name
  • Barcode
  • Inner Barcode
  • Brand
  • Class
  • Supplier
Under the All Products search category, after selecting the new search rule "Select All Products where %value1% %value2% %equaling% %value3%", you can then select the product field to match on in value1, then type in value3 the value you wish to match on. If you want to find all records that do not match the given value then set value 2 to "Not" which will reverse the matches.

Functionality Affected: Product Search, Product Deals and Vouchers administration centre interface
Impact: Normal


TOT-3493 - Display product price-level prices for users within Product Detail content managed web page areas

On a content managed web page that is displaying a Product Detail area, the area can now be configured to list all price-level unit prices if the user has permission to view all product pricing. The area now requires a format to be set called "Product Price-Level Price" that contains allow each price-level price to be displayed in a customised way using the following hooks:

  • price_level_price_ex: Price excluding tax set for the price level of the product. Price shown in the currency assigned to the user.
  • price_level_price_inc: Price excluding tax set for the price level of the product. Price shown in the currency assigned to the user.
  • price_level_price: Price excluding or including tax (based on the project setting) set for the price level of the product. Price shown in the currency assigned to the user.
  • price_level_price_tax: Price of the tax applied against the price level price of the product. Price shown in the currency assigned to the user.
  • price_level_price_ex_project_currency: Price excluding tax set for the price level of the product. Price shown in the currency set for the project.
  • price_level_price_inc_project_currency: Price excluding tax set for the price level of the product. Price shown in the currency set for the project.
  • price_level_price_pack_ex: Price excluding tax set for the price level of the product factoring the pack quantity of the product. Price shown in the currency assigned to the user.
  • price_level_price_pack_inc: Price excluding tax set for the price level of the product factoring the pack quantity of the product. Price shown in the currency assigned to the user.
  • price_level_price_pack_ex_project_currency: Price excluding tax set for the price level of the product factoring the pack quantity of the product. Price shown in the currency set for the project.
  • price_level_price_pack_inc_project_currency: Price excluding tax set for the price level of the product factoring the pack quantity of the product. Price shown in the currency set for the project.
  • price_level_price_project_currency: Price excluding or including tax (based on the project setting) set for the price level of the product. Price shown in the currency set for the project.
  • price_level_price_tax_project_currency: Price of the tax applied against the price level price of the product. Price shown in the currency set for the project.
  • price_level_id: ID of the price level that uniquely defines the price level within the project
  • price_level_label: Label of the price level
  • product_unit: Label of the product unit.
  • product_units_per_pack: Quantity of units that make a product pack.
  • product_taxcode_id: ID of the taxcode assigned to product
  • product_taxcode_rate: Percentage rate of the taxcode assigned to the product.
  • product_taxcode_label: Label of the taxcode assigned to the product.
  • price_level_product_add_to_basket_onclick: Javascript function that adds a product to basket at the given price-level price if the user has permission to do so.
  • price_level_product_quantity_textbox: Textbox that allows the user to set a quantity of the product to add to basket at the price level price.
  • price_level_product_unit_selection: Drop down that allows the user to choose to add the product to basket as individual units or as a pack.
If the "Product Price-Level Price" format is not assigned to the area or a blank "Product Price-Level Price" format is assigned to the area then the area will not try obtain price-level pricing, allowing the area and its associated content managed web page area to load faster.
Within the Product Detail format a hook labelled "product_price_level_prices_div" can be embedded which allows each of the price-level price formats to be loaded into the area.
The area will only display pricing for a product if the user is assigned to a Facility Role permission that has the "View Product All Price-Level Prices" permission set to Yes, or the user is marked as a Sales Representative user and has the Facility Role Permission "View product pricing levels" set to Yes. It is recommended that the "View Product All Price-Level Prices" permission set to No in most cases since typically users should not be able to see cheaper or cost prices of a product.

Functionality Affected: Product Detail content managed web page area
Impact: Normal


TOT-3495 - Only allow active products to be assigned to flags when the product is active in a contract within the Customer Account Contract Flags administration centre interface

Within the Administration Centre, under the Users menu, within the Customer Account Contract Flags interface when a flag is assigned a contract, only active products will now be assigned to the flag associated with the contract if the product is active within the contract.

Functionality Affected: Customer Account Contract Flags administration centre interface
Impact: Normal


TOT-3496 - Settings to control the labeling of product pricing volume discount quantity within the Trade interface and product content managed web page areas

Within the Trade interface and product content managed web page areas there are now settings to control the labeling of product pricing volume discount quantities that users see when viewing the details of a product.
Within the Administration Centre, under the Inventory menu, in the Product Settings interface the following settings have been added:

  • Volume Discount Quantity Label Offset: Set an amount to add to remove from all product volume discount quantities when the quantity is displayed to a user within the Trade interface, or within the content managed website.
  • Volume Discount Record Format: Controls how each volume discount price set for a product is formatted when viewed by a user within the Trade interface, or in Product Detail content managed web page areas.
  • Volume Discount No Records Format: Set the label that displays to a user when no volume discounts apply to a product that they are looking at within the Trade interface or content managed website.
Within the Trade interface these settings are used to control the volume discount quantity records that display when users click on on the volume discount label against products within the Product Search Results table, as well as on the Product Detail page.
Additionally on content managed web page areas that use the Product Search Record Volume Discount Price format a new hook has been added labelled "volume_discount_quantity_without_offset" that displays the quantity of volume discount price without factoring the offset quantity setting. The "volume_discount_quantity" hook has been modified to show a quantity that does factor in the offset quantity setting.

Functionality Affected: Product Settings administration centre interface, Product Search Results and Product Details Trade interface pages, Product Detail content managed web page areas
Impact: Normal


TOT-3499 - Product deal to allow users to buy products at a given price level when basket total (before deals) is over a specified amount

A new deal offer has been added that allows users within either the Trade interface and content managed websites to be able get a product based on a specified price level price when the basket's total is over a certain amount.
The basket amount compared in the deal offer is before any other deals have been applied to the basket. This ensures that any applied deals cannot reduce the basket total below the threshold that the original deal applies against.
Within the Administration Centre, under the Marketing menu, within the Product Deals And Vouchers interface, a new offer has been added to the Offer Type drop down labelled "Buy Over X Price Of Basket Total, Get Product At Price Level Y". When the offer is set within the Set Deal Details the offer requires the following settings set:

  • Basket Price X: Set the total of the basket that the deal will become applicable from.
  • Y Price Level ID: ID of the price level set for applicable products that the deal price will be obtained from.
Additionally the Product Deals and Vouchers calculation process has been modified to allow it to calculate multiple applicable deals against each product for each user, and choose the cheapest price. This can allow quantity break deals to be set up based on the basket total.

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


TOT-3508 - searchTypeSelect hook in Search Profile Form format set as as mandatory within Product Search Form (Using Search Profiles) content managed web page area

Within the Administration Centre, under the Websites menu, within the Websites interface, upon expending the Web Area Formats Libraries tree node, within the Search node, expanding the Product Search Form (Using Search Profiles), editing any format within the Search Profile Form format the searchTypeSelect hook is now marked as mandatory to ensure that it is embedded within the area to allow product searches to occur.

Functionality Affected: Websites administration centre interface
Impact: Minor


TOT-3514 - Detect web page requests made by AI Hit Data crawlers in project traffic statistics

For webpage requests made to a TOTECS project there is now the ability to detect when web page requests have been made from the crawler software ran by AI Hit Data
Within the Administration Centre, under the Statistics menu, in the Project Traffic Statistics interface, under the Requests By Search Engines or Crawlers section request counts can now show for AI Hit Data crawlers.

Functionality Affected: Project Traffic Statistics administration centre interface
Impact: Normal


TOT-3516 - Send linked order surcharge data when an order is sent to the Connector

The order submission process has been modified so that when order data is sent to the Connector that any linked surcharge data also sent with the order to the Connector.
After surcharge types have been imported into a TOTECS project and linked to either the credit card, minimum order, or freight surcharges, then when orders are sent to the connector the data associated to each surcharge can then be used to help import order surcharge data into connected business systems.
This improvement allows customised surcharge codes to be configured and used within orders that are sent back to the connected business system.

Functionality Affected: Order Submission process
Impact: Normal


TOT-3517 - Display taxcode label data within the Taxcodes administration centre interface

Within the Administration Centre, under the Inventory menu, within the Taxcodes interface for each taxcode there are now columns to show the Taxcode Label and Taxcode data.

Functionality Affected: Taxcodes administration centre interface
Impact: Minor


Bug Fixes


TOT-3478 - When a product is removed from basket in any content managed webpage area Basket Summary areas displays empty total basket price

On any content managed webpage area that caused a product to be removed from the basket, if a Basket Summary area was displayed on the web page it failed to update its pricing when the $cart_TotalEx$, $cart_TotalInc$ or $cart_TotalPrice$ hooks were being used in the area's Basket Summary format.
The basket summary area will now correctly show the updated basket pricing totals when either the $cart_TotalEx$, $cart_TotalInc$ or $cart_TotalPrice$ hooks are displayed within the area. This bug was introduced when TOT-2581 was developed.

Functionality Affected: Basket Summary content managed webpage area
Impact: Normal


TOT-3484 - URLs generated for products, categories, makes, models, and news/blog items in content managed web page areas are not correctly encoding space characters

On a content managed web page containing a Category Listing web page area, if a listed category's code contained plus characters then the plus characters were incorrectly being URL encoded causing the web page URLs to link to blank web pages.
The area has been modified so that when any URI encoding occurs that it correctly replaces space characters with plus characters, allowing URLs to correctly link to other web pages.

Functionality Affected: Category Listing content managed webpage area
Impact: Normal


TOT-3488 - New attachment or image library created for a second website within the Websites Admin Centre incorrectly displays under the first website

Within the Administration Centre, under the Websites menu, within the Websites interface, when creating a new attachment or image library for a project that has multiple websites, if the library was not created for the first website listed then it would incorrectly initially appear under the library folder within the first listed website.
Now if a new image, attachment of version controlled repository is created in a website that is not listed first in the websites tree, the library or repository will now appear under the correct content managed website.

Functionality Affected: Websites Administration Centre interface
Impact: Normal


TOT-3490 - Unable to submit credit card payment for invoice within Customer Account Invoice Payment Form content managed web page areas in Internet Explorer 11 and Edge browsers

In a content managed containing a Customer Account Invoice Payment Form area, users may have been unable to pay for customer account invoices by Credit Card when using Internet Explorer version 11 or Microsoft Edge Browsers.
The Customer Account Invoice Payment Form area has been modified so that the credit card form element embedded in the area is able to be submitted by Microsoft Internet Explorer 11 and Edge browsers.

Functionality Affected: Customer Account Invoice Payment Form content managed webpage area
Impact: Major


TOT-3492 - Monthly project statistics not loading within the Project Traffic Statistics Admin Centre interface

Within the Administration Centre, under the Statistics menu, within the Project Traffic Statistics interface, under the Monthly Project Traffic section no statistics were displaying and an error dialog displayed advising that the interface could not load the statistics.
Within the Project Traffic Statistics interface when a request is now made to obtain monthly statistics for crawlers/search engines, the interface now is able to correctly handle generic bot/crawler data that is returned was causing the bug.

Functionality Affected: Project Traffic Statistics administration centre interface
Impact: Normal


TOT-3494 - Product searches within Trade interface and content managed websites unable to find products when search term ends with a dash character

Within either the Trade interface or on a content managed webpage containing a Product Search Results Listing area, if a product search was performed using a search profile where a search term entered by the user ended with a dash character, then no results would return on the content managed web page area, or an error would display within the product search results table within the Trade interface.
A fix has been put in place to correctly handle search terms that contain dash characters, ensuring that the searches made in the database correctly match on products and return results within the Trade interface and content managed web page search areas.

Functionality Affected: Product Search Profiles
Impact: Normal


TOT-3497 - Orders sent to Connector version 1.x not receiving carrier field data

For any project on the TOTECS platform configured to send orders to the Connector version 1.0 or higher, the order data was not placing the carrier field data into the "freightCarrierCode" field within the Connector. Because of this the Connector ignored saving the carrier data in connected business systems.
The order submission process has been modified so that when orders are sent across to the Connector version 1.0+, the carrier/order option assigned to the order will now be placed into the freight carrier code, which will allow the carrier data to then be imported with the order data onwards into connected business systems.

Functionality Affected: Order Submission process
Impact: Normal


TOT-3500 - Unable to delete image from content managed website image library within the Image Library Administration Centre interface

Within the Administration Centre, under the Websites interface, within the Edit Image and Attachment Libraries interfaces admin users were unable to delete attachment and limage files from the libraries.
This bug was introduced with the development completed in TOT-3455 of release 11.01. The dit Image and Attachment Libraries interfaces have been modified to ensure that image and attachment files can be deleted again.

Functionality Affected: Edit Image and Attachment Libraries Administration Centre interfaces
Impact: Normal


TOT-3506 - ReCaptcha form element not loading in Guest Order Checkout/Submission content managed web page area when web page has previously cached webpage files

On a content managed web page area containing a Guest Order Checkout/Submission area, in the area's Order Detail form if the user's browser had loaded all of the web pages resources via its cache, then this could cause the ReCaptcha form element not to appear in the area. Because of this the user could not proceed through the checkout process.
The area has been modified so that the Recaptcha form element can be initialised using javascript in the correct order when the area is first loaded on the web page, or when a user reloads the web page area and returns to the order details.

Functionality Affected: Guest Order Checkout/Submission content managed web page area
Impact: Normal


TOT-3507 - Unable to filter statistics for a month of 2017 within the Project Traffic Statistics administration centre interface

Within the administration centre, under the Statistics menu, within the Project Traffic Statistics interface, under the Monthly Project traffic section the Year drop down incorrectly only allowed users to search for statistics for 2016.
The Year drop down has been modified to show all years since the project project traffic statistics were first recorded. This ensures that users can filter statistics for each month up to the current year (at the time of writing is 2017).

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


TOT-3509 - product_volume_discount_prices hook displaying [INVALID FORM VAR] within favourites listing in User Details/Favourites/Orders content managed web page area

On a content managed web page containing a User Details/Favourites/Orders area. If the area was displaying a list of favourite products for the user, for each product the product_volume_discount_prices hook in the Product Search record format was incorrectly displaying [INVALID FORM VAR] instead of volume discount product pricing data.
For the User Details/Favourites/Orders area the product_volume_discount_prices hook in the Product Search record format now correctly displays a list of volume discount pricing data. This bug was introduced in the 11.01 release.

Functionality Affected: User Details/Favourites/Orders content managed web page area
Impact: Normal


TOT-3518 - Categories Connector data import fails to complete if a category does not specify a parent category

Within the Administration Centre, under the Data menu, in the Data Improts interface, under the Connector Imports tab, if a Categories data import was run and the data being imported into the platform contains a category record that does not specify a parent category, then the data import may have failed to complete.
The Categories Connector data import has been modified to now correctly handle when an category record imported does not specify its parent category. When this occurs the import will no longer try to find details about the parent category ensure that the data import can complete.

Functionality Affected: Categories Connector data import
Impact: Normal


TOTECS Platform Release 11.01

New Features


TOT-3455 - Content managed website GIT version controlled repositories

The TOTECS platform now offers the ability to host GIT version controlled repositories in any content managed websites deployed on the platform.
GIT is a widely popular technology used to version control a collection files and folders (collectively known as a repository), allowing multiple people to work on the same files at the same time, and track any changes that have been made to the files and folders.
Using GIT repositories helps to For each content managed website there is now the ability to create and host two different kind repositories:

  • Public: The files within the repository are accessible by the general public through a web browser via the content managed website's domain
  • Private: The files within the repository are only accessible by users who have been authenticated through TOTECS and pulled the files to their local computer. This ensures that the general public cannot access the files and folders within private repositories.
For both types of repositories the files and folders cannot be directly changed through the Administration Centre, instead they can only be changed by a person modifying the files in the copy of the repository stored on their own computer, then pushed up the changes back to the repository stored in the content managed website.
By using public repositories administrator users may no longer necessarily need to log into the Administration Centre to upload new file versions to a content managed website.
Additionally the GIT repositories store a log of all the changes made by other people, this allows everyone who has deployed the repository to know who changed a file, what they changed, and when they changed it.

Within the Administration Centre, under the Websites menu, in the Websites interface, for each content managed website a new had been added labelled "Version Controlled Repositories".
Within this tree node will display any version control repositories that have been created. Additionally there is the ability to click on the Plus icon, which will open a dialog where an admin can create a new public or private GIT repository.
Within the "Version Controlled Repositories" node by expanding a version controlled repository users will be able to see the URL of the repository, which can be set within GIT client software, that will allow the repository to be deployed to their local computer.
Once done users can then add files to the local repository, and push the files and changes back up to the content managed website, after authenticating themselves with their admin credentials.
Additionally within the Websites interface admin users have the ability to navigate through repository folders and files to be able to see what is within the repository, without have to clone the repository to their local computer.
Note that the only way to upload files to a repository is using a GIT client. This also ensures that users cannot overwrite other users changes without first updating their local copy of the files.
Any repositories that are public can have its files be accessible from the content managed websites domain, allowing links to these files to be embedded on content managed templates and web page areas.

Functionality Affected: Websites Administration Centre interface
Impact: Normal


TOT-3460 - SEO content managed web page links and web page routing for products, categories, makes, models, and news/blog items

Within any content managed website hosted on the TOTECS platform there is now the ability to set more search engine optimised (SEO) friendly URLs for products, categories, news/blog items, makes, and models.
This is achieved by turning on a new feature that allows URLs to be set so that they do not contain and forward slashes in the URLs or names of web pages. By doing this search engines may rank web pages higher since they think that every page is a top level website page and has greater importance.
To make these SEO URLs possible a new web page routing mechanism has been developed so that the platform knows which web page to use to display a product, category, news/blog item, make or model when the web page name is set in the URL.

Within the Administration Centre, under the Websites menu, within the Websites interface a new tree node labelled "Webpage Routing" has been added which when clicked on will show a dialog that allows users to assign products, categories, makes, models, and news/blog items to a specific content managed web page.
Additionally when clicking on the website's domain, within the Website Details interface, settings have been added that allow the admin user to choose what is the default web page that products, categories, makes, models, and news/blog items will be displayed on if no web page ID or title has been set within the URL when a web page is loaded, and no routing rules have been matched on.
Within the Administration Centre, under the Websites menu, within the Websites Settings interface a new setting has been added that controls if content managed web page routing is allowed. If it has been set to Yes then when a web page loads it will be allowed to route the web page to a different web page if the web page title, or ID has not been given within the URL.
The following content managed web page areas have been modified to allow web page links for categories, products, makes, models, and news/blog items to be set to the default web pages configured for a content managed website:

  • Customer Account Invoice Line Report
  • Make Listing
  • Model Search Listing
  • Model Product
  • News Group Blogs/Items Listing
  • News/Blog Item
  • News/Blogs Crumbs
  • User Details/Favourites/Orders
  • User Viewed Products
  • Shopping List Products
  • Category Listing
  • Product News Listing
  • Category Crumbs
  • Category Scroll
  • Basket Products Listing
  • Product Detail
  • Product Detail (Random Product)
  • Related Products Listing
  • Product Group
  • Product Combination
  • Product Review Form
  • Product Search Results Listing
For each of these areas, if the web page Routing Rules Setting is turned then there will be the ability to set the Webpage Default of the product, category, make, model, and news/blog item links. When done the areas will display SEO optimised links that contain no web page ID or title in the URL, and when clicked will reply upon any web page URL routing rules, or the content managed web sites default web pages to determine which web page will display.

Functionality Affected: Content managed webpages, Websites Administration Centre interface
Impact: Normal

Improvements


TOT-2909 - Add javascript listeners when a child combination product is loaded in the product details content managed web page area

For any content managed web page the webpage API has been extended to allow custom Javascript to be called when a child combination product is loaded in either a Product Detail or Product Combinations area.
This allows elements, styling, content, and other actions to take place when a different child product has been selected by a user.
With the API the following event types have been added:

  • TOTECS.retail.fs.BEFORE_PRODUCT_COMBINATION_CHILD_LOAD
  • TOTECS.retail.fs.AFTER_PRODUCT_COMBINATION_CHILD_LOAD
For more information on how to use these Javascript events please post your questions on the TOTECS forums.

Functionality Affected: Content managed webpage API
Impact: Normal


TOT-3187 - Settings to change "Not Found" images for categories and products through the Administration Centre

Within the Administration Centre there is now the ability to upload and change the "File Not Found" images for products and categories.
Within the Administration Centre, under the Inventory menu, in the Image Settings interface 2 new settings have been added labelled "Product Not Found Image" and "Category Not Found Image" that allow administrators to view and upload a new version of the file-not-found images.
When the file uploaded it will be resized and placed into the folders that store that different sized images for both categories and products.

Functionality Affected: Inventory Image Settings Administration Centre interface
Impact: Minor


TOT-3385 - Show volume discount pricing within Category Listing and Product Search Results Listing content managed web page areas

On a number content managed web page areas that show a list of products there is now the ability to directly show volume discount pricing for each product if available. This can be used to entice users to buy more product quantities knowing that they will get cheaper prices for each unit.
For the following content managed web page areas a new format has been added called "Product Search Record Volume Discount Price" that is used to display volume discount pricing for each product.

  • Category Listing
  • Product Search Results Listing
  • Product News Listing
  • User Details/Favourites/Orders
  • Related Products Listing
  • User Viewed Products
  • Model Product
  • Product Combination
  • Customer Account Invoice Line Report
  • Customer Account Contract Detail
The "Product Search Record Volume Discount Price" format contains the following hooks:
  • volume_discount_quantity: Quantity that allows the volume discount price to become eligble when the product is ordered.
  • volume_discount_unit: Unit of the product.
  • volume_discount_unit_price_ex_tax: Volume discount price excluding tax.
  • volume_discount_unit_price_inc_tax: Volume discount price including tax
  • volume_discount_unit_price_tax: Tax applied against the volume discount price.
  • volume_discount_unit_price: Volume discount price either including or excluding tax based on project setting.
  • volume_discount_price_reference_type: Type of record where the price was derived from. For example C denotes that the price came from a contract.
  • volume_discount_price_reference_id: Identifier of the record where the price was derived from. For example this could be the ID of the contract where the volume discount was set.
  • volume_discount_price_is_on_contract: Displays either Y or N. If Y then denotes that the price was set from a contract, or other promotional record.
For the Product Search Record format the following hooks have been added to allow the volume discount pricing data to be embedded and show for each product:
  • product_volume_discount_prices: Contains a list of formatted volume discounted price records displaying the unit price of a product if the user ordered a certain quantity.
  • product_has_volume_discount_prices: Displays either Y or N. If Y then donotes that the product contains one or more volume discounts.
For the web page areas listed above, if the "Product Search Record Volume Discount Price" format assigned to the area is not blank, then when the area loads each product the server will need to spend more time finding the volume discount pricing. It is important to check the performance impacts in web page loading times if this functionality is turned on.

Functionality Affected: Content managed web page areas
Impact: Normal


TOT-3424 - When a user submits a credit card payment using TNS gateway submit an IP address

Credit card payments being made throught the TNS/Mastercard payment gateway in the platform will now pass the user's internet IP address to TNS to help it determine if the payment is coming from a fraudulent computer.
If a credit card payment is being made by a user within the Trade interface, content managed website, or Administration Centre for an order, invoice, or custom credit card payment, then if the user's internet connection uses an IP address version 4, the IP address will included in the request made to TNS to process the payment.

Functionality Affected: TNS Credit Card Payments
Impact: Normal


TOT-3444 - Display product attachment file links in Order Checkout/Submission, User Details/Favourites/Orders and Basket Products Listing content managed web page areas

On a content managed web page containing Order Checkout/Submission, User Details/Favourites/Orders and Basket Products Listing areas there is now the ability to show attachment files with each product record listed. Then can help the user be aware and download any documentation associated with certain products purchased.
For each of the areas a new format labelled "Product Attachment Record" can now be assigned to the areas which is used to format each attachment file associated to a product.
The format contains the following hooks:

  • product_attachment_filename: Name of the attachment file name, excluding its entension and unique identifier.
  • product_attachment_id: Unqiue ID of the product attachment.
  • product_attachment_file_extension: Extension of the product attachment file.
  • product_attachment_file_rid: Identifier of the product attachment that indicates when the file was last modified.
  • product_attachment_title: Title set against the product attachment to describe the attachment.
  • order_product_attachments: Contains a list of formatted product attachment records showing the attachment files associated to the ordered product.
  • order_product_attachments: Contains a list of formatted product attachment records showing the attachment files associated to the ordered product.
Within the ordering areas using the "Order Product Record" webpage area format a hook has been added "order_product_attachments" that displays a list of formatted product attachments that can be displayed against each ordered product.
Within the ordering areas using the "Basket Product Record" webpage area format a hook has been added "basket_product_attachments" that displays a list of formatted product attachments that can be displayed against each product in the basket.

Functionality Affected: Order Checkout/Submission, User Details/Favourites/Orders and Basket Products Listing content managed web page areas
Impact: Normal


TOT-3446 - Display product attachment links within Order Submission Email attachment, Order Detail Trade interface page and Order Detail Admin Centre page

Within the Trade interface, Order Notification Email Attachment and in the Administration Centre's Order Detail interface there is now the ability to show attachment files with each product record listed. Then can help the user be aware and download any documentation associated with certain products purchased.
Within the Administration Centre, under the Stores menu, within the Order Settings interface 2 settings have been added to control if attachment links can be shown for each product displayed within the Order Detail page, which is displayed within the Order Notification Email Attachment, Order Detail/Review page in the trade interface, as well as the Order Detail in the Administration Centre when viewing the details of an order.
The 2 settings are as follows:

  • Show Product Attachments On Purchase Orders: If set to YES then any file attachments will be displayed under each ordered product listed within in purchase orders, visible to users in the Trade interface, Administration Centre, and order email notification attachments
  • Purchase Order Product Attachment Format: Sets the content and formatting for attachment file displayed for each ordered product within the purchase order detail if the Show Product Attachments On Purchase Orders setting has been turned on. Set HTML web page code in the format to allow custom styling of the attachment links based on hooks available to the format.

Functionality Affected: Order Detail/Review Trade interface page, Order Detail Administration Centre interface, Order Notification Email attachment
Impact: Normal


TOT-3454 - Hide pricing and add-to-basket fields in Favourties tab of My Items Trade interface page when a price is no longer available for a product

Within the Trade interface, from the My Items page, in the favourites tab, if a product is displayed that does not have a price for the logged in user, then the quantity textbox and add to basket button will no longer display.
This will stop the user from trying to add a product to basket that is not allowed.

Functionality Affected: My Items trade interface page
Impact: Normal


TOT-3456 - Format hooks in Order Checkout/Submision content managed web page areas that allow user to be redirected back to PayPal if payment failed due to insufficient funds

When a user is purchasing products through a content managed website and paying for the order using PayPal, if at the time the order was submitted PayPal rejected the payment, there is now the ability to display a link in the order failed message that allows the user to be redirected back to PayPal to try and pay with a different card.
On a content managed web page containing either a Guest Order Checkout/Submission area, or a Order Checkout/Submission area, in its Order Submission Failure Message format 2 new hooks have been added that can be used to embed a link allowing the user to click on it an be redirected back to PayPal to change their payment details.
The two hooks added are:

  • redirect_payment_failure: Displays either Y or N, if Y then denotes that the order failed to submit due to a payment error, and the user should be redirected to another website to fix the issue, based on the URL given in the redirect_payment_failure_url hook.
  • redirect_payment_failure_url: URL of website to redirect the user to that will allow the order payment issue to be rectified.
A recommended way to use these hooks within the format is like so:

<div class="order_payment_failure_show_redirect_$redirect_payment_failure$">
<a href="$redirect_payment_failure_url$">Click Here</a> to change your payment details and proceed through the checkout process again.
</div>

<style>
.order_payment_failure_show_redirect_Y{
display: inline;
}
.order_payment_failure_show_redirect_N{
display: none;
}
</style><br/>

Functionality Affected: Guest Order Checkout/Submission, Order Checkout/Submission content managed web page areas
Impact: Normal


TOT-3458 - RRP hooks in User Details/Favourites/Orders content managed web page area to not output "hook not in use" text

On a content managed web page containing a User Details/Favourites/Orders area, if its displaying the user's favourite products, the RRP hooks in the Product Search Record format now no longer output "hook not in use" text, and instead display empty elements and and 0 pricing consistent with other areas using the format.
Note that the area still does not support the ability to display RRP pricing even if the product had such pricing.

Functionality Affected: User Details/Favourites/Orders content managed web page area
Impact: Normal


TOT-3465 - Guest Order Checkout/Submission content managed web page area to allow spaces to be set in post codes for applicable countries

On a content managed web page containing a Guest Order Checkout/Submission content managed web page area, when a user fills out the order details, they are now able to set spaces within the post code field if they have chosen one of the following countries to send the order to:
ARGENTINA, BRUNEI DARUSSALAM, CANADA, IRELAND, JAMAICA, MALTA, NETHERLANDS, PERU, SOMALIA, SWAZILAND, UNITED KINGDOM, VENEZUELA

Functionality Affected: Guest Order Checkout/Submission content managed web page area
Impact: Normal


TOT-3466 - Left align quantity field in shopping list detail tab with inthe My Items page of the Trade Interface

Within the Trade interface, in the My Items page, after clicking on a shopping list, in the Shopping List Detail tab the product quantities are now left aligned in its table column.

Functionality Affected: Shopping List Detail Trade Interface page
Impact: Minor


TOT-3467 - Set user session cookies to expire to ensure web browsers don't remember expired sessions

Within both the Trade interface and Administration Centre, after a user has logged in their session is now set to expire based on a fixed period set in the browser cookie. This is done so that if a user leaves interface open after an extended period of time the browser will no longer hold on to an expired session.
After a user's session has been successfully created, an expiry date will now be set to expire the browser session cookie based on the project setting "Session Timeout" that specifies how long a session lasts for, set from within the Administration Centre, under the Websites menu, within the Websites Settings interface.
Additionally in both the Trade interface and Administration Centre, when a user clicks on the Logout button, a redirect will now take place to redirect the user's browser to either the unsecure or secure domain to clear any session cookie that remains on the other domain, then redirect the user back to the set landing page.
Lastly within the Trade interface if the user's session had expired and they clicked on the Next button on the View Page page, the user will now be redirected back to the wholesale landing page instead of seeing 404 error page.

Functionality Affected: Trade Interface, Administration Centre interfaces
Impact: Normal


TOT-3468 - Content managed web page API functions to allow 3rd party javascript to create, show, hide, and change styling of area popup dialogs

On a content managed webpage its API has been modified to now allow popup dialogs to be opened and closed by any custom Javascript added to a web page.
Within the content managed web page Javascript API's 4 functions have been added that can used to create, show, hide, restyle, and remove popup dialogs from a content managed web page. These functions are:

  • createWebPageAreaPopupDialog
  • showWebPageAreaPopupDialog
  • updateWebPageAreaPopupDialogClass
  • hideWebPageAreaPopupDialog
Documentation has been written within the TOTECS documentation centre that contains more details on these functions, available at http://docs.totecs.com/TOTECS/Anatomy-Of-A-Content-Managed-Webpage.html

Functionality Affected: Content Managed Webpages
Impact: Normal


TOT-3471 - Customer Account Enquiry Payment records to link to invoices, sales orders, credit records based on line item code if line item ID field is not given

Within the Trade interface, in the Account Enquiry page, when viewing the details of a payment record, if the record contained lines that linked to either invoices, sales orders, or credits, then if the line Item ID had not been given then the details page it now uses the line item code to link to the associated record.
This helps users to be able to open up referenced records when not all the line data has been provided by the linked Accounting or ERP business system.

Functionality Affected: Customer Account Enquiry
Impact: Normal

Bug Fixes


TOT-3350 - Data not being returned to previous state if any Connector data import failed mid import

When any Connector data import is run if an error occurred during the import that caused it to abort, and if any data had changed before it was aborted, then that data was not being rolled back to its previous state.
For example if a Products data import had failed half way through, then any product records that hadn't been updated yet would still have the Is Active field set to No, which would cause those products to no longer display in any websites.
For all Connector data imports, if during an import an error was thrown that caused it to abort, the data import will now correctly roll back the data to its previous state.

Functionality Affected: All Connector Data Imports
Impact: Major


TOT-3440 - No error displayed when an administrator user tries to add input field containing an existing named input within the Search Profiles administration centre interface

Within the administration centre, under the Inventory menu, within the Search Profiles interface, upon editing a product search profile, after attempting to add an input to an input group, if the input name was the same name as another input in the same group the input wouldn't be able to be added to the search profile and no error would display.
Now if the input name was the same another input in the search profile then an error message will show advising as such.

Functionality Affected: Search Profiles Administration Centre interface
Impact: Minor


TOT-3448 - Users incorrectly being deleted when their assigned inventory role is deleted within the User Permissions Administration Centre interface

Within the Administration Centre, under the Users menu, within the User Permissions interface, if an inventory role is deleted, then any users assigned to the deleted role would also incorrectly be deleted.
Now within the User Permissions interface, when any permission role is deleted the platform will re-assign users to the default permission role before deleting the other role. This ensures that users aren't deleted and that they are assigned another role. Additionally the platform will not allow the default inventory role to be deleted.

Functionality Affected: User Permissions Administration Centre interface
Impact: Major


TOT-3449 - Unable to download a CSV file of user data within the Search Users Administration Centre interface

Within the Administration Centre, under the Users menu, within the User Permissions interface, if an inventory role is deleted, then any users assigned to the deleted role would also incorrectly be deleted.
Now within the User Permissions interface, when any permission role is deleted the platform will re-assign users to the default permission role before deleting the other role. This ensures that users aren't deleted and that they are assigned another role. Additionally the platform will not allow the default role to be deleted.

Functionality Affected: User Permissions Administration Centre interface
Impact: Major


TOT-3452 - User unable to subscribe to Emarketing Emedia within a Emedia Subscription Form content managed web page area when original permission roles have been deleted

On a content managed web page containing a Emedia Subscription Form area, after a user had entered their email address into the area's form and clicked on the submit button, the area could have updated advising that the user could not be subscribed to the Emedia. This would only occur if one of the permission roles originally deployed in the project was deleted.
The Emedia Subscription Form area has been modified to correctly assign the default permission roles if a new temporary user is being created and ensure that they can sign up to Emedia.

Functionality Affected: Emedia Subscription process
Impact: Normal


TOT-3461 - Cloning Emedia Email that is being processed within Emedia Messaging Administration Centre interface causes browser to generate lots of server requests

Within the Administration Centre, under the Marketing menu, within the Emedia Messaging interface if an admin user had cloned an Emedia Email that was currently being sent out and marked as PROCESSING, then this could cause a web browser to make lots of requests to the server to check the status of multiple Emedia being sent out.
Now if an admin user clones a Emedia Email, the status of it will now be set back to NEW. This ensures that the interface does not try and continually check the status of Emedia that is not being processed.

Functionality Affected: Emedia Messaging Administration Centre interface
Impact: Normal


TOT-3464 - Global hooks not evaluating out within Related Products Listing content managed web page area header and footer formats

On a content managed web page containing a Related Products Listing content managed web page area, if global hooks were placed within the Related Products Header or Related Products Footer formats, the hooks were not evaluating out and display the value of the hook.
The area has now been modified to allow the Related Products Header or Related Products Footer formats to evaluate values out for hooks embedded within the formats.

Functionality Affected: Related Products Listing content managed web page area
Impact: Normal


TOT-3472 - Product Image uploaded from the Connector not being uploaded against the correct product when multiple images contain the same Key Product Image ID

If the Connector was uploading a product image into a TOTECS project, if a previous image had been uploaded that contains the same Key Product Image ID but a different Key Product ID, the uploaded image file may have been incorrectly overwriting the other image containing the same Key Product ID.
The Connector Product Image process has been modified to correctly find existing images based on a product image matching both the key image ID and the product's key product ID. This ensures that images of one product cannot overwrite another.

Functionality Affected: Product image connector import
Impact: Normal

TOTECS Platform Release 11.00.1

Improvements


TOT-3423 - Settings to force users to enter the minimum/maximum number of characters within product attribute search fields

When product attribute search forms are set up to show text boxes that allow users to partially match products with assigned attribute values, there is now the ability to force users to enter a minimum number of characters into the attribute text boxes.
Within the Administration Centre, under the Inventory menu, in the Search Profiles interface, when modify a Product Search Attribute profile, in the Assign Search Attribute dialog there are following two following fields will display when the "Display Attribute Values As" drop down is set to Textbox:

  • Minimum Character Length: Set the minimum number of characters that must be set in the textbox by a user. Leave empty to set no limit.
  • Maximum Character Length: Set the maximum number of characters that can be set in the textbox by a user. Leave empty to set no limit.
Within the Product Search Form content managed web page areas, as well as the search form displayed on the Home, and Product Search Results pages within the trade interface, if an product search attribute form is displayed with a textbox that contains the character limits, then the error message will display if the user has not entered the minimum number of characters.

Functionality Affected: Trade interface Home Page, Product Search Results Page, Product Search Form content managed web page area
Impact: Normal


TOT-3428 - When a guest user submits a comment on a news/blog item, allow them to receive Email notifications when other users comment

On a content managed web page containing a "News Comment Form" area after a guest user makes a comment against a news/blog item, if then a logged in user makes a comment against the news/blog item, the original guest user will receive an email notification if they had given their email address when first making a comment (and the guest user is set to allow receiving of email notifications).
Note that a guest user who submitted a comment will not cause email notifications to be sent to other users except administrators. This is to ensure that spamming software cannot send out thousands of emails using the commenting feature.

Functionality Affected: News Comment Form content managed web page area
Impact: Normal


TOT-3430 - Hook in Customer Account Listing content managed web page area formats that contains the total number of contracts

On a content managed web page that displays a Customer Account Listing area, within its Customer Account Contract Listing Header and Customer Account Contract Listing Footer formats a new hook "contract_records_total_count" has been added that displays the total number of contract records that can be display in the area.

Functionality Affected: News Comment Form content managed web page area
Impact: Normal


TOT-3431 - Show user Login ID for each payment record within Payments administration centre interface

Within the Administration Centre, under the Stores menu, within the Payments interface, in the View Payments tab, the payment table now contains a column that shows the login ID of the user who submitted the payment. Additionally the login ID of the user also shows within the Payment Details dialog.
This allows administrators to see which user submitted the payment, both when payment for orders, invoices, or custom credit card payments.

Functionality Affected: Payments administration centre interface.
Impact: Normal


TOT-3432 - Hooks to show the meta title, description and keywords of news/blog items within content managed web page areas

On a content managed web page displaying either a News Group Blogs/Items Listing or News/Blog Item area the following hooks have been added to the News/Blog Item Record format:

  • news_blog_meta_title: Title of the the news/blog item displayed within the title of a web page
  • news_blog_meta_description: Description of the news/blog item hidden within the meta data of a web page.
  • news_blog_meta_keywords: Keywords of the news/blog item hidden within the meta data of a web page used for search engines to understand the context of the webpage.
These hooks allows the item's meta data that is hidden within a content managed web page to be shown directly to the user.
It is important to note that the news/blog item's meta data will still be embedded within the content managed web pages, so when setting this meta data it is important to understand that it will be seen by search engines/crawlers, and should be set in a way that help search engine rankings.

Functionality Affected: News Group Blogs/Items Listing and News/Blog Item content managed web page areas
Impact: Normal

Bug Fixes


TOT-3422 - Unable to select global area to display as pop up when using a global area to trigger the popup

On a content managed webpage containing any global website area, when create a popup for these areas, in the Popup Details dialog there was no ability to assign a global container to the area.
Within the Administration centre, under the Websites menu, within the Websites interface, after navigating to the Web Page Editor interface, within the Set Popup Container dialog the Global Web Area Container drop down now correctly displays all Global Webpage Containers when the popup is being assigned to a global web page area.

Functionality Affected: Global content managed web page areas
Impact: Normal

TOTECS Platform Release 11.00

New Features


TOT-2964 - Product deal offer to apply a order freight surcharge discount against selected products

Within the Product Deals and Vouchers feature a new deal offer has been added that allows users to get a discount off the freight surcharge when they checkout.
Using this deal offer can provide incentives for users to buy specific products that the offer applies to, knowing that the freight cost on their order will be reduced by doing so.
This deal offer does not reduce the price of the products that the offer applies to, however it can be used to highlight to the user when a freight discount is applied against an product in their basket/order.
To utilise this deal it is recommended that administrators set up rules within the Order Surcharge that detect when the discount freight deal offer has been applied to the order, and correspondingly set up rules that discount the freight surcharge. It is up administrators to determine the best way to achieve based on the current surcharge rules configured in their project.

Within the Administration Centre, under the Marketing menu, in the Product Deals and Vouchers interface a new Deal Offer has been added labelled "Buy Over X Product Quantity For Y Percent Off Freight Surcharge". This offer allows products assigned to the deal to be marked to receive a percentage discount off the freight order surcharge when more than a given quantity of the product has been added to an order.
Within the Order Surcharges administration interface a new ACTION rule node has been created labelled "Product deal offer to apply a order freight surcharge discount against selected products". This action rule will get the products within an basket/order that the freight surchareg discount deal offer has been applied to, sum up the discounts and calculate the discount average across all product lines in the order, then apply the averaged discount percentage off the the current freight surcharge price set at the time that the order surcharge rule is executed.
Additionally within the Order Surcharges administration interface a FOR rule has been created labelled "Each Product Assigned to Deal_id %VALUE% In Basket" that will loop based on the amount of products within the basket/order that have a deal assigned based on a given deal ID. This allows for customised handling of surcharges to be set based on a given deal being to a number of products.

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

TOT-3398 - Project Traffic Statistics Administration Centre interface to show statistics for each day of the month

Additional project traffic statistics are now available for administrator users to get access to from within the Project Traffic Statistics administration centre interface.
These additional statistics help admins gain greater insight into the kinds of traffic that are hitting their websites, how often, and from which devices. These statistics provide greater monitoring of websites, and ultimately guide business decisions on how to maintain websites and capture targeted users.

Within the Administration Centre, under the Statistics menu, within the Project Traffic Statistics interface there are now graphs that show statistics broken down by each day of the month, as well as show monthly statistics broken down by search engine/crawler type, device type and browser type.
Additionally for monthly statistics there is the ability to filter statistics based on user, customer account, content managed web page, search engine or crawler, device type, and platform type. When such searching occurs all monthly graphs will update with the search results.
There is now the ability to paginate through the yearly traffic statistics.

Functionality Affected: Project Traffic Statistics administration centre interface
Impact: Normal

TOT-3406 - Activation of product deals against a user's basket products with promotion/voucher codes

On a content managed web page containing a Redeemable Deals and Vouchers Form area, hooks have been added to its "Redeemable Deal Form" format that allow users to activate or deactivate deals via setting either the promotion code or voucher code. The code given will be stored against the user's session, and any applicable deals will be applied against the products already in the user's basket, as well as any future products added to basket.
Additionally the area can show the voucher or promotional code activated, as well as the user to remove the code and deactivate the deals from the products in the user's basket.
Here's the new "Redeemable Deal Form" format hooks:
  • activate_deal_voucher_code_onclick: javascript function that activates the voucher code given in the voucher code input, and assigns the code to the user session as well as applies matching deals against the products in the basket.
  • activate_deal_promotion_code_onclick: javascript function that activates the promotion code given in the promotion code input, and assigns the code to the user session as well as applies matching deals against the products in the basket.
  • deactivate_deal_activation_code_onclick: javascript function that deactivates the current deal voucher or promotion code in the user session, and removes any matching deals from the products in the basket.
  • deal_activation_code: The product deal voucher or promotion code currently activated in the user session
  • deal_activation_code_element_id: ID of the element which shows the deal activation code. This hook should be placed within the ID attribute of an element to allow its contents to be updated when a code becomes activated or deactivated.
  • deal_activation_code_is_active: Either set to Y or N. Y denotes that a deal voucher or promotion code is activated within the user session. This hook should be placed within the ID attribute of an element that contains the success message.
  • deal_activation_success_element_id: ID of the element which shows a message when a deal voucher or promotion code has successfully been activated. This hook should be placed within the ID attribute of an element that displays the success message.
  • deal_activation_error_element_id: ID of the element which shows a message when a deal voucher or promotion code could not become activated. This hook should be placed within the ID attribute of an element that displays the error message.
  • deal_deactivation_error_element_id: ID of the element which shows a message when a deal voucher or promotion code could not become deactivated. This hook should be placed within the ID attribute of an element that displays the error message.
  • deal_activation_element_id: ID of the element which should be shown once a deal voucher or promotion code has become activated. This hook should be placed within the ID attribute of an element.
  • deal_activation_element_class_name: Styling class that denotes if a deal voucher or promotion code is activated in the user session and can be used to show or hide the activated code. This hook should be placed within the class attribute of an element that also contains the deal_activation_element_id hook.
Within the Product Deals Listing and Deals Listing areas a new setting has been added labelled "Activated By User With Voucher/Promotion Code" which controls if deals should display in the areas that are associated to the activated promotion or voucher code currently in the user's session.

Functionality Affected: Redeemable Deals and Vouchers Form content managed web page area, Product Add to Basket process
Impact: Normal

TOT-3380 - Popup to show flagged products within the Home and My Basket pages on the trade interface

Within the Trade interface on the Home page and on the My Basket page there is now the ability to display popup dialogs that show products assigned to a given flag. Each popup dialog on each page can be individually turned on or off and show a unique image advertisement within the popup dialog.
Within the Administration Centre, under the Inventory menu, in the Product Settings interface the following sections and settings have been added:
  • Section: Trade Home Page
    • Show Product Flag Popup Dialog: If set to YES then displays the flagged products popup on the home page of the trade interface
    • Product Flag Popup Dialog Flag: Set a flag to determine the products displayed within the flagged products popup on the home page.
  • Section: My Basket Page
    • Show Product Flag Popup Dialog: If set to YES then displays the flagged products popup on the My Basket page of the trade interface
    • Product Flag Popup Dialog Flag: Set a flag to determine the products displayed within the flagged products popup on the My Basket page.
  • Within the Administration Centre, under the Marketing menu, in the Trade Advertising interface the following adverts have been added:
    • Home Page Product Flags Popup Advertisement: Controls the advertisement image that is shown within the flagged products popup on the Home page of the trade interface.
    • Basket Page Product Flags Popup Advertisement: Controls the advertisement image that is shown within the flagged products popup on the My Basket page of the trade interface.
Functionality Affected: Trade interface Home page, Trade interface My Basket page, Trade Advertising administration centre interface, Product Settings administration centre interface
Impact: Normal

TOT-3417 - Basket Surcharge Calculator content managed web page area

A new content managed web page area labelled "Basket Surcharge Calculator" has been created that allows a user to find out how much cost they can expect to pay in surcharges, based on the products currently in their basket if they were to checkout at the time.
Previously only the Basket Products Listing area could display a Surcharge Calculator from a popup, but now this area allows the calculator to be separately embedded on a content managed web page.
The area has the one format "Basket Surcharge Calculator" which is the same format assigned to the "Basket Products Listing", and contains the same hooks to allow users to input location details, and have a price displayed.
The area has no configurable settings.

Functionality Affected: Basket Surcharge Calculator content managed web page area
Impact: Normal

Improvements


TOT-2619 - "Display categories As" setting in Category Listing content managed web page area to exclude list tags from being embedded in area

On a Category Listing content managed web page area there is now the ability to not have list HTML elements wrap each of the category and product formats. This will give website implementors more flexibility on how categories can be listed on a web page.
Within the Administration Center, under the Websites menu, from the Websites interface, when modifying a Category Listing content managed web page area in the Web Page Editor, for the area's "Display categories as" setting a new option has been added labelled "Records". When the setting is set to Records and the area is shown on a webpage, the list elements will not be embedded around the Category Listing format within the area.

Functionality Affected: Category Listing content managed web page area
Impact: Normal

TOT-3378 - Category code field to store up to 255 characters

For categories stored within a TOTECS project the category code field now allows up to 255 characters to be stored. This will allow more text to be stored in the code, which could be used for setting longer search engine optimised words within the category codes.

Functionality Affected: Categories Connector data import, Category Trees Administration Centre interface
Impact: Minor

TOT-3400 - Hook to show that product price is from a contract within a Product Search Result Listing content managed web page area

On a content managed web page containing any areas that use the Product Search Record format, there is now the ability to style or highlight a product record when the price displayed is associated with a contract.
In the format a new hook has been added labelled "product_price_is_on_contract" that shows either Y or N. If Y then the price for the product is based off a price set within a contract.
This hook could be placed within the class name of an element that contains CSS styling rules used to highlight products on contract.

Functionality Affected: Product Search Results Listing content managed web page area, Category Listing content managed web page area
Impact: Normal

TOT-3402 - Administrator users to view and decline pending orders within the Orders interface

Within the Administration Centre, under the Orders interface, a checkbox has been added that allows admin users to find orders that contain the order status as pending.
When a pending order is displayed a Decline button will also show allowing the administrator user to decline the order upon confirmation.
If an administrator does decline an order an Email notification will be sent to the original user who created the order to advise them of the declined order, and optionally show a message to explain why.

Functionality Affected: Orders Administration Centre interface
Impact: Normal

TOT-3404 - Only allow users to login based on a designated public IP address

There is now the ability to limit users being able to login based on the public IP address assigned to their internet connection. This can be used to ensure that users and systems can only login from one or more physical locations, based on a static IP address being assigned to the given location.
Within the Administration, under the User's menu, within the Search Users interface, after locating a user and clicking on its ID, within the User Details interface a field labelled "Allowed Public IP Addresses" has been added that allows multiple public IP addresses to be assigned to the user. Both IP4 and IP6 addressses can be set, with each IP address placed per line in the field's text area.
Additionally within the User's menu, within the General Settings interface a setting labelled "Validate User's Public IP Address At Login" has been added. When this setting is set to Yes, then the user login process will perform a check to make sure that the public IP address assigned to the user logging in matches one of the IP addresses assigned to the user. If no match is found and at least one IP address has been assigned to the user then the login attempt will fail.

Functionality Affected: User Details administration centre interface, User Login process
Impact: Normal

TOT-3405 - Setting to force users to enter values within specified product attribute search form fields

For product attribute search forms displayed within the Trade interface and on content managed web pages using the Product Search Form area, there is now the ability to force users to enter or select values for certain attribute fields before allowing them to perform a search. If a mandatory attribute field has not been field out then there is the ability to set an error message specific to that field that the user will see.
Within the Administration Centre, under the Inventory menu, within the Search Profile interface, when modifying a Product Attribute search profile, in the Assign Search Attribute dialog the following settings have been added:
  • Is Mandatory: If set to Yes then the user will need to have set a value for the attribute field in order to be able to search.
  • Mandatory Error Message: Set text that the user will see in a browser alert box when the field is mandatory and has not been set a value.
For the product attribute search forms that can display Trade interface's Home page, and Product Search pages, as well as on the content managed web page "Product Search Form" areas have been modified to support validating mandatory fields in attribute searches.

Functionality Affected: Product attribute search process, Product Search Form areas, Search Profiles administration centre interface
Impact: Normal

TOT-3408 - Ability to configure order surcharges based on an activated product deal voucher or promotion code

Within the Administration Centre, under the Orders menu, in the Order Surcharges interface when creating or modifying an IF surcharge rule in the "Modify If Rule Node" dialog, a new option has been added labelled "Product Deal Activation Code" that allows an IF condition to be set that checks if the deal promotion or voucher code activated by user matches a given value.
Additionally on content managed web pages containing "Order Checkout/Submission", "Order Print Form" or "User Details/Favourites/Orders" areas, a hook labelled "_PO_deal_activation_code" has been added to the "Order Print Detail" and "Order Review" formats that can show the deal promotion or voucher code activated against the order. This can be used to show in the areas any discount text related to the code.

Functionality Affected: Order Surcharges administration centre interface, Order Checkout/Submission, Order Print Form and User Details/Favourites/Orders content managed web page area
Impact: Normal

TOT-3410 - Websites setting to control if Free Draw content managed web page areas are wrapped in paragraph tags or not

Within the Administration Centre, under the Websites menu, within the Websites Settings interface a setting has been added labelled "Wrap Free Draw Webpage Areas In Paragraph Tags". When set to No and a Freedraw area is saved within the Webpage Editor, no paragraph tags will be be wrapped around or used to break lines. If the setting is changed to No and an existing Free Draw area contains paragraph tags is saved, the existing paragraph tags will remain and need to be manually removed. For new areas the paragraph tags will not be embedded.
For any new projects created this setting will be set to No by default, for existing projects it is set to Yes to ensure that the setting does not break any existing web page styling.

Functionality Affected: Free Draw content managed web page area
Impact: Normal

TOT-3418 - hook in User Registration content managed webarea for displaying only the terms and conditions checkbox

On a content managed web page containing a User Registration area, in its User Registration Form format a hook has been created labelled "termsagree_checkbox" that contains only the terms-and-conditions checkbox element.
This hook removes the need to embed the "termsagree" hook in the area that would display text and links in the area that could not be reworded.

Functionality Affected: User Registration content managed web page area
Impact: Minor

TOT-3420 - Content managed web page javascript event listeners for before and after a product has been added to basket

On a content managed web page there is now the ability to add javascript event listeners for before or after a product has been added to basket. This allows highly customised functionality, such as popups to display before or after a user has added a product to basket from any area.
Two new area event types have been created in the content managed webpage javascript API:
  • BEFORE_PRODUCT_ADD_TO_BASKET - gets fired before a product is being added to basket from within an area
  • AFTER_PRODUCT_ADD_TO_BASKET - gets fired after a product has successfully been added to basket from within an area
An example below shows how to use these new web page area event types to have a custom javascript function be called for an area after a product has been added to basket from within it:

<script type="text/javascript">
  TOTECS.retail.loader.loadFunction(function(){
    var myFunction = function(type, args, me){
        alert('product has been added');
        TOTECS.retail.fs.removeAreaEventListener(1);
  };
  TOTECS.retail.fs.addAreaEventListener(44, TOTECS.retail.fs.WEBPAGE_AREA_EVENT_TYPES.AFTER_PRODUCT_ADD_TO_BASKET, myFunction, 1, '');
});
</script>

Functionality Affected: Content managed web pages
Impact: Normal

TOT-3421 - Content managed web page javascript event listeners for before a paginator is used to reload an area

On a content managed web page there is now the ability to add javascript event listeners when can be called after a user has clicked on a paginator element, before the area is reloaded. This event can be fired from paginator elements in Product Search Result Listing, Category Listing, Product Deals Listing, Redeemable Deal Products Listing, Account Enquiry listing areas and most other areas that display paginators allowing a user to page through records.
A new area event types have been created:
  • BEFORE_PAGINATOR_RELOAD- gets fired after a user has clicked on a paginator element, but before the area is reloaded with a new page of data.
An example below shows how to use this new web page area event type to have a custom javascript function be called for an area after a user has clicked on a paginator element:

<script type="text/javascript">
  TOTECS.retail.loader.loadFunction(function(){
    var myFunction = function(type, args, me){
        alert('product has been added');
        TOTECS.retail.fs.removeAreaEventListener(1);
  };
  TOTECS.retail.fs.addAreaEventListener(44, TOTECS.retail.fs.WEBPAGE_AREA_EVENT_TYPES.BEFORE_PAGINATOR_RELOAD, myFunction, 1, '');
});
</script>

Functionality Affected: Content managed web pages
Impact: Normal

Bug Fixes


TOT-3220 - Unable to load products for a category within the Trade interface when a category code contains an apostrophe

Within the Trade interface users would not be able to navigate through a category if the category's code contained an apostrophe.
Category links have been modified in the category dialogs, and category crumbs so that they correctly handle when an apostrophe is set within a category's code.

Functionality Affected: Trade interface home page, Product Detail page, Product Search page
Impact: Normal

TOT-3376 - Customer Account connector data import not assigning newly created users to the interface based on Default Interface user registration setting

When a Customer Account connector data import was run, if a new customer account was created, then when the associated user was created it was always being assigned to the Trade interface, instead of the interface controlled by the Default Interface setting within the Administration Centre's User Registration Settings interface.The data import has been modified to correctly assign the user to the interface based on the setting configured in the project.

Functionality Affected: Customer Account connector data import
Impact: Normal

TOT-3377 - Incorrect discount being applied when sales rep user adds product to basket from Product Search Results Listing content managed web page area

On a content managed web page area containing a Product Search Results Listing area, if the user logged in was a sales rep user and had the Facility Role permission that allows them to alter pricing, then if the discount hooks had been embedded in the area and the user added the product to basket, the price of the added product was always set to the price of the first product in the basket.
This bug was caused from development in TOT-3357 and the hooks were modified to fix this issue and ensure that the correct price is added to basket by the sales rep. This fixed was directly patched into the 10.04.1 release.

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

TOT-3391 - Product Search From content managed web page area failing to reload when displaying multiple attributes as Page Links With Product Count

On a content managed web page displaying a Product Search Form (Using Search Profiles) area with a Product Attribute search profile, if the profile was displaying multiple attributes as Page Links With Product Count, after the user had clicked on a link to update the area, this could cause to area to show a loading message for several minutes before timing out, and no Search Results Listing areas would be reloaded.
The area and the underlying product attribute search process has been modified to ensure that it can more efficiently find products when the search form is displaying multiple attributes with counts.
This issue was caused by an in-efficient search database query being generated when multiple attributes contained many values displayed as a list with counts in the area.

Functionality Affected: Product Search Form (Using Search Profiles content managed web page area.
Impact: Normal

TOT-3392 - Category Crumbs content managed web page area not reloading Category Listing areas correctly in page

On a content managed web page displaying a Category Crumbs area, if the user clicked on a category link within the area that caused it to dynamically reload category areas on the page, none of the category areas were finding any category.
This bug was caused by the changes made in TOT-2658 from the 10.04 release. The area has been modified to correctly reload other Category Listing areas in page when a user clicks on a crumb link that contains the "viewCat_onclick" hook.

Functionality Affected: Category Crumbs content managed web page area.
Impact: Normal

TOT-3393 - Product Search Results Listing content managed web page area not correctly showing a product that has been removed from favourites

On a content managed web page containing a Product Search Results Listing area, after a user had clicked on a link to remove a product from their favourites, the incorrect product in the list was being shown as removed from favourites.
Within the area the favourites_product_add_onclick and favourites_product_remove_onclick hooks have been modified to correctly find the element with the favourites_product_wrapper_element_id ID that controls whether to hide or show favourites buttons for the given product.

Functionality Affected: Product Search Results Listing content managed web page area
Impact: Normal

TOT-3407 - Orders Administration Centre interface not loading when admin user has permission to view orders

Within the Administration Centre, under the Orders menu, within the Orders interface a blank page would display if the administrator user logged in was assigned to an Administration permission role that did not allow them to view the Store settings.
The Orders interface was modified to correctly look at if the user had the Online Store admin role permission set to Allow in order to show the interface.

Functionality Affected: Orders administration centre interface
Impact: Normal

TOT-3409 - In a News/Blog Group Forum Record content managed webpage area, ordering not applying and inactive news/blog groups displaying

On a content managed webpage containing a News/Blog Group Forum Record area, the ordering set against the News Groups in the area was not matching the ordering set within the News/Blogs administration centre interface, additionally inactive news/blog groups were still displaying in the area.
The area has been modified to order news/blog groups based on the ordering field, as well as only show activate news/blog groups within the area.

Functionality Affected: News/Blog Group Forum Record content managed web page area
Impact: Normal
TOTECS Platform Release 10.04.1

Improvements


TOT-3357 - Hooks to allow salesrep users to change a product's pricing within Product Details, Search/Category Listing, Basket Product Listing content managed web page areas
On a content managed web page displaying Product Detail, Category Listing, Product Search Results Listing or Basket Products areas, new hooks have been added to allow sales rep users to be able to change the pricing of products being added to basket.
The following formats contain the new hooks:
Product Detail Format

  • add_product_price_field: Textbox field that shows for permitted salesrep users and allows them to alter the price of a product when adding a product to basket.
  • add_product_price_discount_field: Textbox field that shows for permitted salesrep users and allows them to set a discount against the current price of a product when adding a product to basket.
  • add_product_price_level_discount_field: Textbox field that shows for permitted salesrep users and allows them to set a discount against the price-level price of a product when adding a product to basket.
  • add_product_price_changes_allowed: Set to either Y or N to denote if the user has permission to alter the pricing of a product, or not.
Basket Product Record
  • update_product_price_field: Textbox field that shows for permitted salesrep users and allows them to alter the price of a product already added to basket.
  • update_product_price_discount_field: Textbox field that shows for permitted salesrep users and allows them to update a discount against the current price of a product added to basket.
  • update_product_price_level_discount_field: Textbox field that shows for permitted salesrep users and allows them to update a discount against the price-level price of a product that was added to basket.
  • update_product_price_changes_allowed: Set to either Y or N to denote if the user has permission to alter the pricing of a product, or not.
Basket Header
  • update_product_price_changes_allowed: Set to either Y or N to denote if the user has permission to alter the pricing of a product, or not.
Product Search Record
  • add_product_price_field: Textbox field that shows for permitted salesrep users and allows them to alter the price of a product when adding a product to basket.
  • add_product_price_discount_field: Textbox field that shows for permitted salesrep users and allows them to set a discount against the current price of a product when adding a product to basket.
  • add_product_price_level_discount_field: Textbox field that shows for permitted salesrep users and allows them to set a discount against the price-level price of a product when adding a product to basket.
  • add_product_price_changes_allowed: Set to either Y or N to denote if the user has permission to alter the pricing of a product, or not.
Functionality Affected: Product Detail, Category Listing, Product Search Results Listing, Basket Products content managed webpage areas
Impact: Normal


TOT-3361 - Hooks to show stock level of product selected in Product Detail content managed webpage area
On a comtent managed web page containing a Product Detail area the following hooks have been added to its Product Detail format to allow for greater flexibility when showing product stock level.

  • product_stock_level_element_id: Text to be placed into the ID attribute of an element that wraps around elements showing the product stock level. The class of this element will change when the user chooses from different product combination options and loads a different child product.
  • product_stock_level_class: Styling class that denotes the stock level of the product displayed in the area. If the product is a combination then it is indicative the default child comobination product, if one is displayed in the area.
Functionality Affected: Product Detail content managed webpage area
Impact: Normal


TOT-3365 - Hooks in Customer Account Enquiry Invoice areas to display estimated delivery date and freight carrier data
On a content managed web page display customer account areas with the following formats, additional hooks have been added to show the freight carrier assigned to an invoice or sales order, as well as the expected delivery date for goods to be shipped in invoices.
The hooks that have been added are:
Customer Account Invoice Record and Customer Account Invoice Listing formats

  • invoice_expected_delivery_date: Date that the goods in the invoice are/were expected to be delivered. Date is formatted based on the project date format setting.
  • invoice_freight_carrier_name: Name of the freight carrier delivering the goods in the invoice.
  • invoice_freight_carrier_code: Code of the freight carrier delivering the goods in the invoice.
Customer Account Sales Order Record and Customer Account Sales Order formats
  • order_sale_freight_carrier_name: Name of the freight carrier delivering the goods in the sales order.
  • order_sale_freight_carrier_code: Code of the freight carrier delivering the goods in the sales order.
Functionality Affected: Customer Account Invoice, Customer Account Invoice Listing, Customer Account Sales Order, Customer Account Sales Order Listing content managed webpage areas
Impact: Normal

Bug Fixes


TOT-3255 - View Basket page within the Trade interface not ordering products on the selected ordering field
Within the Trade interface, on the View Basket page, if the field ordering the products was changed by the user and there were multiple pages of products, then the products were not being correctly orders on all pages besides page one.
The My Baskets trade interface page was modified to ensure that it remembers the sorting field when users paginate through products added to their basket.

Functionality Affected: My Basket trade interface
Impact: Minor


TOT-3363 - Setting to exclude products from being listed in Category Listing is not working
Within the Administration Centre, under the Websites menu, within the Websites interface, upon clicking on a web page and viewing all areas in the Webpage Editor, when modifying a Category Header area, upon changing the "Show Products" to No, saving the area, closing the editor, then reopening the editor the Show Products setting was set to Yes again.
The Category Heading area has been modified to not show the "Show Products" setting the area since the setting is not used since the area never shows product records.

Functionality Affected: Category Heading content managed web page area
Impact: Minor


TOT-3364 - Volume discount pricing not being recalculated after adding product to basket from Product Combination content managed web page area
On a content managed web page area displaying a Product Combination area with a table of combinations, if the project was set to apply quantity break discounts across all products in a basket, then after the user added a product to basket, none of the child product pricing was being updated to show the new quantity break pricing.
This issue was caused by a programming issue introduced with the 10.04 release after code cleanup was performed on the product combination pricing functionality.

Functionality Affected: Product Combination content managed web page area
Impact: Normal


TOT-3369 - Edition Administration Centre interface not showing features or monthly pricing
Within the Adminsitration Centre's Edition interface, features and monthly edition pricing was failing to show.
The Edition Adminstration Centre interface has been modified so that the features and monthly pricing correctly shows again. This issue was caused when additional security and code cleanup changes were made within the 10.04 release.

Functionality Affected: Edition administration centre interface
Impact: Minor


TOT-3371 - Emedia Messaging Administration Centre interface showing incorrect pricing for Email sending
Within the Adminsitration Centre, under the Marketing menu, within the Emedia Messaging interface, in the Send dialog the price of sending out each Email was showing incorrectly.
The Emedia Messaging Adminstration Centre interface has been modified so that the correct pricing is shown before an administrator user tries to send out Emails. This issue was caused due to additional security and code cleanup changes within the 10.04 release. Note that this issue did not affect the monthly billing of Emails.

Functionality Affected: Emedia Messaging administration centre interface
Impact: Minor

TOTECS Platform Release 10.04

New Features

TOT-3265 - Customer Account Contract Listing content managed web page area
A new content managed web page area called "Customer Account Contract Listing" has been added that can display a list of active contracts accessible to the user based on their assigned customer account. This allows users to get access to contract information without having to login to the Trade interface.
The area can be added to a content managed web page through the Administration Centre's Web Page Editor, from under the User/Account Management area type.
The area contains the following formats:

  • Customer Account Contract Listing Header: Displays above the customer account contact records
  • Customer Account Contract Listing Footer: Displays below the customer account contact records
  • Customer Account Contract Listing Record: Displays details of a customer account contact detail record

The area contains the following settings:

  • Contract Detail Webpage: Sets the web page that the contract record links to be able to view the details of the contract.
  • Contract Records Per Page: Sets the amount of contract records that display in the area when the webpage is initially loaded.

Functionality Affected: Customer Account Contract Listing content managed web page area
Impact: Normal

 


TOT-3338 - Related Products Connector Data Import

A new connector data import has been added to import related product mappings from external accounting/ERP/business systems using the Connector. This can make it easier to manage and synchronise the mappings between products.
From within the Administration Centre, under the Data menu, in the Data Imports interface, from the Connector Imports tab a new data import labelled Related Products displays that allows an administrator user to request related product data from the project's configured Connector.
Conversely the related product data can also be scheduled and pushed from the Connector on a regular basis.
In order to use this data import Connector version 1.x must be installed and in use.

Functionality Affected: Related Products data import
Impact: Normal


TOT-3339 - Product Groups Connector Data Import

A new connector data import has been added to import product groups from external accounting/ERP/business systems using the Connector. This can make it easier to manage and synchronise product groups and the products assigned to groups.
From within the Administration Centre, under the Data menu, in the Data Imports interface, from the Connector Imports tab a new data import labelled Product Groups displays that allows an administrator user to request product group data from the project's configured Connector version 1 or higher. The import will create, update, or inactivate product groups, as well as assign products to groups or remove products from groups that were previously imported.
Conversely the product group data can also be scheduled and pushed from the Connector on a regular basis.
In order to use this data import Connector version 1.x must be installed and in use.

Functionality Affected: Product Groups data import
Impact: Normal


TOT-3340 - Sell Units Connector Data Import

A new connector data import has been added to import sell units from external accounting/ERP/business systems using the Connector.
This data will be used in future to give users options on which unit a product can be bought in, such as buying products in single units, packs, containers, or any other determined sell unit.

Functionality Affected: Sell Units data import
Impact: Normal


TOT-3341 - Surcharges Connector Data Import

A new connector data import has been added to import surcharges from external accounting/ERP/business systems using the Connector.
This data allows 3rd party systems to recognise when their surcharges have been used in orders, and how to handle or report on the surcharges when order data is imported back into their system.
Within the Administration Centre, under the Stores interface, in the Order Surcharges interface, these imported surcharges can now be assigned to each one of the surcharges that the TOTECS platform supports.

Functionality Affected: Surcharges connector data import, Order Surcharges administration centre interface.
Impact: Normal


TOT-3342 - Payment Types Connector Data Import

A new connector data import has been added to import payment types from external accounting/ERP/business systems using the Connector.
This data will be used in the future to control the different payment types that are available to users when they create an order, as well as allow 3rd party systems to recognise and handle different payment types when importing sales orders.

Functionality Affected: Payment Types connector data import
Impact: Normal


TOT-3347 - Logging of project traffic statistics and administration centre interface
The TOTECS platform is now logging each and every server request made to a project. This means traffic generated by users, search engines and 3rd party software will now be recorded and made available for analysis from within the Administration Centre.
This data will allow organisations to more effectively manage and control how their websites are being used, and see a greater correlation between traffic generated versus sales earned.
The Home page of the administration centre will now show the overall traffic statistics, and a separate interface has been added that shows a break down of the traffic, based on total requests, content managed website requests, and requests made by search engines and website crawling software.
This traffic statistic data can be found from under the Statistics menu, in the Project Traffic Statistics interface. In the future this interface will show more fine grained statistical data as the data begins to build up.

Functionality Affected: Project server requests core functionality.
Impact: Major


TOT-3348 - Customer Account Contract Detail content managed web page area

A new content managed web page area called "Customer Account Contract Detail" has been created that can display details of a given active contract that is assigned to the user's customer account, as well as the products assigned to the contract. This allows users to get access to contract information and add products to basket from a contract without having to login to the Trade interface.
The area can be added to a content managed web page through the Administration Centre's Web Page Editor, from under the User/Account Management area type.
The area contains the following formats:

  • Customer Account Contract Detail: Displays details of a customer account contact detail record
  • Product Search Record: Displays the details of each product listed in the area

The area contains the following settings:

  • Product Detail Webpage: Sets the web page that the product record links to be able to view the details of the product.
  • Products Per Page: Sets the amount of product records that display in the area when the webpage is initially loaded.

Functionality Affected: Customer Account Contract Detail content managed web page area
Impact: Normal

 


Improvements

TOT-3311 - Hooks to allow users to control the sorting and results per page of results in Product Search Results and Category Listing listing content managed web page areas

On a comtent managed web page containing Category Listing and Product Search Results Listing areas we have now added the ability to embed drop downs into the areas to allow users to control the sorting, direction, and number of product records that display.
The following hooks have been added to the header and footer formats of the areas:

  • Category Listing Header and Category Listing Footer formats:
    • category_products_sort_drop_down: Drop down element that allows the user to sort product records on a selected field.
    • category_products_sort_direction_drop_down: Drop down element that allows the user to control the direction of products being sorted.
    • category_product_per_page_drop_down: Drop down element that allows the user to choose how many products and categories together display per page.
  • Product Search Header and Product Search Listing Footer formats:
    • product_records_sort_drop_down: Drop down element that allows the user to sort product records on a selected field.
    • product_records_sort_direction_drop_down: Drop down element that allows the user to control the direction of products being sorted.
    • product_records_per_page_drop_down: Drop down element that allows the user to choose how many products displays per page.

Functionality Affected: Category Listing and Product Search Results Listing content managed web page areas
Impact: Normal

 


TOT-3326 - User Detail content managed web page area to show details of the customer account in use by a sales rep

On a content managed web page that displays the User Detail area, if a sales rep user is viewing the area and has the "Switching user accounts" facility role premission set to allow, then area can now show the customer account currently in use by the sales rep user, instead of the default customer account assigned to them.

Functionality Affected: User Detail content managed web page area
Impact: Minor


TOT-3335 - Load ReCaptcha version 2 in Enquiry Form and Guest Order Checkout/Submission content managed web page areas

On content managed webpages that display the reCAPTCHA form element within the Enquiry Form or Guest Order Checkout/Submission areas, version 2 of the reCAPTCHA form will now load and be validated against.
Version 2 of the reCAPTCHA form element makes it quicker and easier for users to identify themselves as humans when filling out a form without need to decipher the warped text displayed on the web page anymore.
Additionally within the Administration Centre, under the Websites menu, in the Websites Settings interface 2 new settings have been added and labelled as "reCAPTCHA theme" and "reCAPTCHA size".
These settings control the styling of the reCAPTCHA form element.
The "reCAPTCHA public key" and "reCAPTCHA private key" settings have been relabelled to "reCAPTCHA site key" and "reCAPTCHA secret key" to match Google's labeling of these keys.

Functionality Affected: Enquiry Form and Guest Order Checkout/Submission content managed web page areas
Impact: Normal


TOT-3345 - Administration Centre Home page displaying user requests statistics and last logged in users

Within the Administration Centre the Home page a number of changes have occurred to now be able to show statistics on the amount of traffic hitting a project as well as improved styling of the interface.
The following changes have been added:

  • Added ability to show total server requests in the sales orders graph
  • Added ability to show numbers that cover:
    • Sales Order Total for the month
    • Average Monthly Sales Order Total for the financial year
    • Ratio of server requests per dollar earned over the financial year
    • Number of users who have logged in today
  • Show a table containing the last unique users who have logged in

The traffic statistics displayed in the graph will update daily, as opposed to in real time. This ensures that the home page can load the collated traffic data quickly, since there may be millions of traffic records to process and could take a long time to process otherwise.

Functionality Affected: Home Administration Centre interface
Impact: Normal

 


TOT-3349 - Display average cost price in Product Information Trade Interface dialog

Within the Trade interface we have now added the ability to show the average cost price of a product to sales representative users from with the Product Information dialog.
Show the average cost price can help salesreps to work out how much discounting they can do on a product, which may be useful when trying to make more sales for a customer.
Within the Administration Centre, under the Users menu, in the User Permissions interface, upon editing a Facility Permission Role, a new permission has been added labelled "View product average cost pricing".
If this permission is allowed for the facility role assigned to a user who is marked as a sales rep user, then within the trade interface, in the Product Information dialog the average cost price of a product will now display under the Product Pricing section.

Functionality Affected: Product Information trade interface dialog
Impact: Minor


TOT-3351 - Settings to control the number of pages that display in page list on Category Listing and Product Search Results Listing content managed webpage areas

On a content managed web pages displaying Category Listing or Product Search Results Listing areas there is now settings to control how many pages are listed in the paginators that allow users to navigate through the displayed records. This allows for more consistent and controlled webpage layouts.
Within the Administration Centre, within the Websites menu, after clicking on the Websites link and then clicking on a web page, in the web page editor upon modifying either a Category Listing area, or a Product Search Results Listing area, in the area editors for both areas a new setting has been added labelled "Number of pages in page list" which controls the number of pages that will be listed in the area which allows users to paginate through the records displayed.

Functionality Affected:  Category Listing and Product Search Results Listing content managed web page areas
Impact: Normal


TOT-3354 - List of global web page area format hooks within the Websites Administration Centre interface

When editing content managed web page area formats from within the Websites administration centre we have now added the ability to see and embed data hooks that can be used in any format. These are called global hooks.
Within the Administration Centre, from the Websites menu, in the Websites interface, when modifying a webpage area in the Edit Webpage Area Format dialog tabs have been added that now show both hooks that are available to the format, as well a tab that displays a list of global hooks that can be embedded into any format.It is specifically advisable to use global hooks to embed currency symbols into formats instead of hardcoding a dollar symbol, since the platform supports users changing the currency that they are assigned to.

Functionality Affected: Websites administration centre interface
Impact: Normal


TOT-3355 - Context menu item to open All Areas webpage editor from the Websites administration centre interface

Within the Administration Centre, under the Websites menu, in the Websites interface we have made it easier for administrator users to get access the All Areas web page interface, via the use of a context menu that appears when a web page is right clicked on.
In the Websites interface when an administrator user right clicks on an existing web page, in the context menu an item now displays labelled "View All Areas".
When the context menu option is clicked on it opens a new browser window and displays the All Areas page in the web page editor.

Functionality Affected: Websites administration centre interface
Impact: Minor


TOT-3356 - Send organisation notifications to Squizz.com when a new user completes the registration process

After a user has successfully registered we have now made it possible to send a notification to squizz.com to notify people within an organisation of the new user.
Within the Administration Centre, under the Data menu, in the Squizz.com Settings interface, a setting labelled "Send User Registration Notifications To Squizz.com" has been added.
When this setting is set to Yes will allow the user registration process to send a notification to squizz.com after a user has successfully completed the registration process in a User Registration content managed web page area.
The squizz notification will be sent to the organisation that has been configured in the Squizz settings, and will appear in squizz.com under the organisation notifications category for the users who are assigned to received notifications for the category.

Functionality Affected: User Registration content managed web page area
Impact: Normal


TOT-2658 - Paginators in Category Listing and Product Search Results Listing areas to reload the content managed webpage

On content managed web pages that display Category Listing and Product Search Results Listing areas, the paginator anchor tags that can be embedded in the areas now set the URL of the page to allow search engines to follow the links in the paginators.
This will allow search engines like Google to crawl each and every page that contains categories and products in the Category Listing areas. The same will also occur on Product Search Results Listing areas that are used to display category products, or for a simple product searches such as flagged product.
This will also allow search engines to find more links between pages allowing for better ranked websites.

Functionality Affected: Category Listing and Product Search Results Listing content managed web page areas
Impact: Normal


TOT-3267 - Hooks in Product Details and Product Search Results Listing content managed web page areas to control elements for adding and removing products to favourites

On a comtent managed web page containing areas the use either the Product Details or Product Search Record formats there is now the ability to more easily configure and style the Add to Favourites, and Remove from Favourites buttons. These changes also change work with with combination products that dynamically update the displayed product in the area.
In the formats the following hooks have been added:

  • favourites_product_remove_onclick: Javascript function that removes the product from the favourites list of the user. If the product is a combination then it removes the default child comobination product, if one is displayed in the area.
  • favourites_product_add_onclick: Javascript function that adds the product to the favourites list of the user. If the product is a combination then it adds the default child comobination product, if one is displayed in the area.
  • favourites_product_is_added: Outputs either Y or N to denote if the product is already in the favourites list of the user. If the product is a combination then it is indicative the default child comobination product
  • favourites_product_wrapper_element_id: Text to be placed into the ID attribute of an element that wraps around an Add To Favourites and Remove From Favourites button. The class of this element will change when the user adds or removes the product for their favourites
  • favourites_product_class: Styling class that denotes if the product is a favourite of the user. If the product is a combination then it is indicative the default child comobination product, if one is displayed in the area.
  • Using these hooks allows an add-to-favourites and remove-from-favourites button to hide or show depending on if the product is user's favourites or not. To do so you would typically set up the code of HTML structure with the hooks.

Functionality Affected: Product Detail, Product Search Results Listing, Category Listing content managed web page areas
Impact: Normal

 


Bug Fixes

TOT-3323 - Categories Connector data import failing to complete import categories when web category trees exist

Within the Administration Centre, under the Data menu, in the Data Imports interface, under the Connector Imports tab, after selecting the Categories import to run and pressing on the Start Imports button. The category import failed to complete and returned the error message "Data Import aborted with error: null".
The categories Connector data import was modified to ensure that it correctly imports category data when category was being imported to version 1 of the Connector.

Functionality Affected: Categories Connector Data Import
Impact: Normal


TOT-3324 - Shopping List Products Import Form not displaying on content managed webpage

On a content managed web page containing a Shopping List Products Upload Form area, the area was not displaying even if the user was assigned to a Facility Permission Role with the View My Shopping List permission set to Allow.
This bug was introduced into the 10.03 release after code cleanup and optimisation was performed on all User/Account Management content managed web page areas. The area was modified to ensure that it displays correctly.

Functionality Affected: Shopping List Products Upload Form content managed web page area
Impact: Normal


TOT-3343 - Unable to import order from the Order Details trade interface page into squizz.com

From within the Trade interface, from the Order Detail page if a user tried to import the sales order to squizz.com, when the user was redirected to the squizz.com website a blank page appeared instead of the purchase order import page.
The order details page within the Trade interface has been updated to be able to call the correct URL to allow an order to be imported into squizz. Additionally the order data posted to squizz has been modified to support the ESD standards version 1.1.
This issue was introduced when the Squizz.com platform was updated to use the newer standards.

Functionality Affected: Trade interface order details page
Impact: Minor


TOTECS Platform Release 10.03

New Features

TOT-3313 - Customer Account Invoice Line Report content managed web page area

A new content managed web page area has been created called "Customer Account Invoice Line Report". This area can be used to show a list of invoice lines that have been obtained via a request the Connector software, which has been configured to obtain a list invoice lines for the user's customer account based on a specific report. This allows the area to show reports such as "Top Ordered Products" or "Ordered Products Awaiting Delivery". These reports can be generated based on data in a given Enterprise Resource Planning or Accounting System. Or otherwise from an ODBC database, or spreadsheet file.
Once the invoice line data is returned the area can optionally match the invoice lines to products in the TOTECS project, which can then allow the user to add the product lines in the report to their basket and purchase more products.The are contains the following formats:

  • Customer Account Invoice Line Report Header: Displays above the list of invoice line records and allows the user to paginate through the record data.
  • Customer Account Invoice Line Report Record: Displays the details of each invoice line record.
  • Customer Account Invoice Line Report Footer: Displays below the list of invoice line records and allows the user to paginate through the record data.
  • Customer Account Record Error Message: Displays in place of the invoice line records if the data was not able to be obtained from the Connector. This format is used to display a message to the user advising of the error.
  • Product Search Record: The format can optionally be embedded into the line record format and allows additional details of the product associated with the invoice line to display. The format also contains hooks allow the product to be added to basket. The format will be blank if the area is not configured to match products, or no products could be found matching the invoice line.
The area contains the following settings:
  • Report ID: ID of the corresponding invoice line report configured within the Connector.
  • Invoice Lines Per Page: Number of invoice line records that display in the area at a time. Max it can be set to is 500
  • Match Lines To Products In Search Results Format: Set if the invoice lines are matched to products or not and then displayed in the Product Search Record format.
  • Product Detail Webpage: Webpage that the product detail link will be configured to within the the Product Search Record format.
Dependent Configurations:
  • The area will only show if the user is not a guest user.
  • The area will only show if a user is assigned to a Facility Permission Role that has the "My Account" permission set to Allow and that the Account Enquiry feature has been turned on for the project.
Recommendations:
  • Only place this area once on a content managed webpage since every time it is placed it requires a separate call to the Connector software.
  • Avoid showing too many invoice line records in a single page since the more records there are, the more time it can take for the area to load. Configure pagination in the Connector's invoice line report so that way server side pagination can occur.
Functionality Affected: Customer Account Invoice Line Report content managed web page area
Impact: Normal


TOT-3314 - Sales Rep Customer Account Selection content managed web page area

There is now the ability to create a Sales Rep Customer Account Selection content managed web page area, that can show a list of users and associated customer accounts that a sales rep user can switch to.
The area will only display if the user viewing it is set as a sales rep user, and that they are assigned to a facility permission role that has the "View Sales Representative Briefcase section" permission set to Allow.
The are contains the following formats:

  • Sales Rep Customer Account Selection Header - Displays above the list of customer account records and can be configured to display a search form for filtering the records displayed in the list, as well as paginating through the pages of records.
  • Sales Rep Customer Account Selection Record - Displays the details of a single customer account record and can allow a customer account to be set in use for the sales rep users.
  • Sales Rep Customer Account Selection Footer - Displays below the list of customer account records and can be configured to display a search form for filtering the records displayed in the list, as well as paginating through the pages of records.
Functionality Affected: Sales Rep Customer Account Selection content managed web page area
Impact: Normal


TOT-3317 - Sales Rep Basket Selection content managed web page area

There is now the ability to create a Sales Rep Basket Selection content managed web page area, that can show a list of baskets that a sales rep user can create, delete, or switch between.
The area will only display if the user viewing it is set as a sales rep user, and that they are assigned to a facility permission role that has the "View Sales Representative Briefcase section" permission set to Allow.
The are contains the following formats:

  • Sales Rep Basket Selection Header - Displays above the list of basket records and can be configured to display a search form for filtering the records displayed in the list, as well as paginating through the pages of records.
  • Sales Rep Basket Selection Record - Displays the details of a single basket record and can allow it to be set in use for the sales rep users. The format also allows a basket to be deleted if it is not the current basket in use.
  • Sales Rep Basket Selection Footer - Displays below the list of basket records and can be configured to display a search form for filtering the records displayed in the list, as well as paginating through the pages of records.
Functionality Affected: Sales Rep Basket Selection content managed web page area,
Impact: Normal

Improvements

TOT-3266 - Product Search Results Listing content managed webpage area to allow a combination product to be added to basket when it contains a default combination

On a content managed web page showing areas that display combination products in Product Search Results Listing content managed web page area, or Category Listing areas we have added the ability to allow users to use and add the product to basket if the combination product has a default child product assigned to it.
Within the Administration Centre, from the Websites menu, in the Websites settings interface the setting labelled "Allow Default Combination Products To Add To Basket In Search" has been created.
This setting controls whether or not combination products can show the quantity box in content managed web page areas that use the Product Search Record format when the combination product has a default child product assigned.
If this does occur and the setting is set to Yes then when a user adds the combination product to basket they will be actually adding the default child product to basket.
Note that when this setting is set to Yes that it may add extra processing time to show product search results when there is combination products showing in the results.

Functionality Affected: Product Search Results Listing content managed web page area, Category Listing content managed web page area
Impact: Normal


TOT-3273 - Reference field set for credit card payments submitted through TNS payment gateway

Within a TOTECS project, if it has been configured to use the TNS Payment Gateway to handle credit card payments for orders and invoices, the reference field for payments is now set the transaction number.
This ensures that any reports generated in TNS's web interface can show reference identifiers back to the payment in TOTECS for order payments, customer account invoice payments, or custom payments through the Payments administration centre interface.

Functionality Affected: Credit Card Order Payment process, Credit Card Invoice Payment process, Customer Credit Card Payment process
Impact: Normal


TOT-3300 - Show baskets in Basket Statistics Administration Centre interface assigned to users containing accounts assigned different from their basket

Within the Administration Centre, under the Statistics menu, in the Baskets Statistics interface it has now been modified to be able to show baskets of registered users, regardless of whether the user's current assigned account matches the account assigned to the basket.
This change ensures that baskets can show for sales rep users or users who are assigned to a different account.

Functionality Affected: Basket Statistics Administration Centre interface
Impact: Minor


TOT-3303 - Setting to control the sorting of addresses displayed in Order Detail and User Details

On a content managed website, there is now the ability to alphabetically sort the delivery address drop down menu based on the address name, in an Order Details Form web format area as well as the User Details form web format area.
This allows users to more easily find addresses when they have a long list of addresses to choose from.
Within the Administration Centre under the Stores menu, in the Order settings interface, a setting labelled "Address Drop Down Ordering" has been added that controls how addresses are ordered in the following places:

  • Trade interface My Details page
  • Trade interface Order Details page
  • Order Checkout/Submission content managed web page areas in the Order Details format
  • User Details/Favourites/Orders content managed web page areas in the User Detail Form format
Functionality Affected: Trade interface My Details page, Trade interface Order Details page, Order Checkout/Submission content managed web page area, User Details/Favourites/Orders content managed web page area
Impact: Normal

Bug Fixes

TOT-3197 - Contracts unable to load in Customer Account Contracts administration centre interface that contain new line characters in contract ID

Within the Administration Centre, under the Users menu, in the Customer Account Contracts interface, upon expanding the Mirrored contracts tree node, an error could display advising that the contracts could not be loaded. This error would occur in projects where a new line character existed in a contract's contract ID field.
The Customer Account Contracts Administration Centre interface has been modified to ensure that it can correctly handle loading contract data from the server that contains new line characters in the contract ID.

Functionality Affected: Customer Account Contracts Administration Centre interface
Impact: Normal


TOT-3274 - Customer account enquiry invoice payment missing information and failing to send to the Connector

From a content managed web page containing a Customer Account Invoice Payment Form area, after a user successfully submitted a credit card payment and the payment was successfully processed by the payment gateway, the payment failed to be sent to the Connector software, and the details of the payment, as well as associated invoice data were missing when viewing the payment with in the Payments Administration Centre interface.
Within the invoice credit card payment process this issue was occurring due to the platform's database not correctly updating the details of a credit card payment after it was successfully processed by the payment gateway. Because of this the details of payment, and its invoices were not being saved to the database, which caused an attempt to never be allowed to occur for sending the payment data to the Connector application. This issue was introduced when the new high availability Galera database was implemented on the platform.
The invoice credit card payment process has been modified to ensure that all payment record data is fully written to the database before trying to update it and send the payment to the Connector software.

Functionality Affected: Invoice credit card payment submission process
Impact: Critical


TOT-3295 - Order status not updating to submitted after a credit card payment successfully processed

On a content managed web page containing a Order Checkout/Submission area, after a user has successfully paid for an order using the credit card payment method, the order's status could sometimes fail to change to unsent, and subsequently the order would not be attempted to be sent to the Connector.
This issue was caused by the order submission process trying to submit an order before its payment data was completely updated in the platform's new high availability database. This would infrequently occur based on the traffic load of the database servers at the time the order credit card was submitted.
The order submission process has now been modified to force it to wait for the database to fully update the payment status of an order before trying to submit the order to the Connector software.

Functionality Affected: Order submission process
Impact: Critical


TOT-3304 - Product not displaying in order confirmation Email notification or order detail after the product was deleted

Within the trade interface if an order was created that contained a product that was deleted from the project before the order was submitted, after the order was submitted the Email confirmation notification would not show the product however it was still contained in the order data that was sent to the Connector software. Additionally the deleted product did not show when viewing the order's details within the Administration Centre, or from the Trade interface's Order History page.
The Order Review page in the Trade interface, and the Order Checkout/Submission content managed web page areas have been modified to allow product data associated with the order to display even if no product exists any more in the project with the associated item ID. When an ordered product cannot be matched then its relevant data will be empty such as name and description.
Note: It is advisable to inactivate products instead of delete them from the project since otherwise certain product information will no longer show for users in their order history.

Functionality Affected: Order Checkout/Submission content managed web page area, Order Review Trade interface page, Order History Trade interface page, Order Detail Administration Centre interface, Order Confirmation Email notification
Impact: Normal


TOT-3312 - Guest users overwriting other guest user order data when an unconfirmed order exists with the same customer account

On a content managed web page containing a Guest Order Checkout/Submission area if two different guest users were creating an order simultaneously it was possible that one guest user could overwrite the order details of the other user's orders.
This issue was caused due to the guest users being able to reset and overwrite an existing unconfirmed order if the order was assigned to the same guest login ID and customer account.
The order checkout process has been modified for both the Trade interface and the content managed order checkout/submission area to ensure that if guest users are proceeding with the order checkout, that the user can only reset an order which they have created previously when the order was created in their current session. If no order has been created during their session then a new order will be automatically created.

Functionality Affected: Order Checkout/Submission content managed web page area, Order Submission process
Impact: Critical


TOT-3316 - User Registration content managed web page area does not display success message if area security is set to public or private

On a content managed web page area containing a User Registration area that has its security set to public or private, if the user had filled out the registration form and successfully submitted the form, the area was automatically reloading the form with cleared fields, instead of displaying the success message.
The User Registration area was modified so that it loads the registration success message when the area's security status is set to public or private.

Functionality Affected: User Registration content managed web page area
Impact: Normal


TOT-3318 - Users not notified of orders successfully submitted

In both the Trade interface and on content managed websites if a user had created and submitted an order, the user may have been notified that a critical error had occurred and were never receiving an Email notification of the order submission. Additionally the administrator user was not receiving the Email notification either however the orders were successfully being sent to the Connector as well as being marked as sent.
This issue would only occur if the platform's outgoing Email server was unavailable or too busy to send out anymore Emails.
The Email sending process has been modified to be able to capture more errors if an Email could not be sent out. This should ensure that the order submission process does not abort if an Email could not be sent out, and because of that the user will still be notified that an order successfully processed even if an Email notification could not be sent out. Additionally the order will still be sent to the Connector software.

Functionality Affected: Order Submission process
Impact: Major

TOTECS Platform Release 10.02

New Features

TOT-3260 - Customer Account Enquiry Back Order Listing content managed web page area

A content managed web page area has been created called "Customer Account Back Order Listing" that will list all of the back orders on a content managed web page, associated to the user's customer account. The area will make a request to the Connector software that will in real time retreive a list of back orders from the configured business system.
  • The area allows back orders to be filtered based on date range, or the back order number of a given record.
  • The area also allows users to paginate through a list of back order records, and have configured the number of records that display per page.
  • The area can be displayed on both a secure and insecure content managed web page.
  • The area requires that the Connector has been installed, configured, and is accessible to the TOTECS servers. It also requires that the connected business system allows for retrieval of back order data.
  • The area allows it to be styled, structured, and customised to flexible designs.
  • The area provides back order listing functionality that is the same as what is available in the Account Enquiry feature provided within the Trade interface.
The "Customer Account Back Order Listing" contains the following formats:
  • Customer Account Back Order Listing: Displays the header and footer that wraps around the back order records. It contains hooks for allowing back order records to be filtered.
  • Customer Account Back Order Record : Displays the details of a single back order record.
  • Customer Account Back Order Error Message: Displays an error message if the back orders could not be retrieved through the Connector.
The area contains the following settings:
  • Back Orders Per Page: Sets the number of back order records that can display per page in the area.
  • Back Order Detail Webpage: Sets the web page that will be set in the URL that allows the details of a back order to be loaded.
  • Load Back Orders In Date Range: Sets the date range that will be used to filter back orders when the area is first loaded on the web page.

Functionality Affected: Customer Account Back Order Listing content managed web page area
Impact: Normal
TOT-3268 - TOTECS Platform support for Ecommerce Standards Documents version 1.0

All requests to the Connector software have been altered to be able to support version 1.0 of the Ecommerce Standards Documents https://www.squizz.com/esd/index.html
The standards were invented by TOTECS and have been provided to the wider Ecommerce industry as a standardised way of passing data between business systems.
These standards make it easier for software providers to push and pull data between systems without having to do complex integrations each and every time, which can be a big cost saver.
The new standards have also been implemented in version 1.0 of the Connector software, which allow it to be used in retrieving customer account enquiry record data, posting orders, posting customer account payments, customer account status requests, and product stock quantity checks.
As a part of implementing the Ecommerce Standards Documents into the TOTECS platform, additional Connector settings have been added to allow the platform to support version 1.0 of the Connector. Within the Administration Centre, under the Data menu, in the Connector settings, the following settings have been added:
  • Connector Version
    • Set to 1.x or higher when the Connector software being used is version 1.0 or higher. With this set it will cause TOTECS to use the Ecommerce Standards Documents version 1.0 when communicating with TOTECS.
  • Adaptor Password
    • If version 1 or higher of the Connector is configured then set the password of the adaptor configured in the Connector software. For Connector versions less than 1 this setting can be left empty.
  • The Connector Data Imports, Account Enquiry have now been modified to accept data coming from Ecommerce Standards Documents version 1.0
  • Orders will be submitted in version 1.0 of the ESD standards if the Connector version is set to "1.x or Higher", as well as customer account payments

Functionality Affected: Connector Data Imports, Account Enquiry, order submission process, Customer Account Payment submission process, customer account status, live product stock check, Connector status check
Impact: Major
TOT-3286 - Customer Account Enquiry Back Order content managed web page area

A content managed web page area has been created called "Customer Account Back Order" that will display the details of a single back order record on a content managed web page, retrieved in real time from the business system configured to the Connector. The area will make a request to the Connector software that will in real time retrieve the detail of a single back order from the configured business system, associated to the user's customer account.
  • The area can be displayed on both a secure and insecure content managed web page.
  • The area requires that the Connector has been installed, configured, and is accessible to the TOTECS servers. It also requires that the connected business system allows for retrieval of back order data.
  • The area allows it to be styled, structured, and customised to flexible designs.
  • The area provides back order record functionality that is the same as what is available in the Account Enquiry feature provided within the Trade interface.
The "Customer Account Back Order" area contains the following formats:
  • Customer Account Back Order: Displays the details of the back order record.
  • Customer Account Back Order Line Item: Displays the details of a single line associated with an item included in the back order record.
  • Customer Account Back Order Line Text: Displays the details of a single line associated with a text description included in the back order record.
  • Customer Account Record Error Message: Displays in the area if the back order record could not be retrieved.

Functionality Affected: Customer Account Back Order content managed web page area
Impact: Normal
TOT-3289 - Customer Account Enquiry Sales Order content managed web page area

A content managed web page area has been created called "Customer Account Sales Order" that will display the details of a single sales order record on a content managed web page, retrieved in real time from the business system configured to the Connector. The area will make a request to the Connector software that will in real time retrieve the detail of a single sales order from the configured business system, associated to the user's customer account.
  • The area can be displayed on both a secure and insecure content managed web page.
  • The area requires that the Connector has been installed, configured, and is accessible to the TOTECS servers. It also requires that the connected business system allows for retrieval of sales order data.
  • The area allows it to be styled, structured, and customised to flexible designs.
  • The area provides sales order record functionality that is the same as what is available in the Account Enquiry feature provided within the Trade interface.
The "Customer Account Sales Order" area contains the following formats:
  • Customer Account Sales Order: Displays the details of the sales order record.
  • Customer Account Sales Order Line Item: Displays the details of a single line associated with an item included in the sales order record.
  • Customer Account Sales Order Line Text: Displays the details of a single line associated with a text description included in the sales order record.
  • Customer Account Record Error Message: Displays in the area if the sales order record could not be retrieved.

Functionality Affected: Customer Account Sales Order content managed web page area
Impact: Normal
TOT-3290 - Customer Account Enquiry Sales Order Listing content managed web page area

A content managed web page area has been created called "Customer Account Sales Order Listing" that will list all of the sales orders on a content managed web page, associated to the user's customer account that has been retrieved from the connected business system. The area will make a request to the Connector software that will in real time retrieve a list of sales orders from the configured business system.
  • The area allows sales orders to be filtered based on date range, or the sales order number of a given record.
  • The area also allows users to paginate through a list of sales order records, and have configured the number of records that display per page.
  • The area can be displayed on both a secure and insecure content managed web page.
  • The area requires that the Connector has been installed, configured, and is accessible to the TOTECS servers. It also requires that the connected business system allows for retrieval of sales order data.
  • The area allows it to be styled, structured, and customised to flexible designs.
  • The area provides sales order listing functionality that is the same as available in the Account Enquiry feature provided within the Trade interface.
The "Customer Account Sales Order Listing" contains the following formats:
  • Customer Account Sales Order Listing: Displays the header and footer that wraps around the sales order records. It contains hooks for allowing sales order records to be filtered.
  • Customer Account Sales Order Record : Displays the details of a single sales order record.
  • Customer Account Sales Order Error Message: Displays an error message if the sales orders could not be retrieved through the Connector.
The area contains the following settings:
  • Sales Orders Per Page: Sets the number of sales order records that can display per page in the area.
  • Sales Order Detail Webpage: Sets the web page that will be set in the URL that allows the details of a sales order to be loaded.
  • Load Sales Orders In Date Range: Sets the date range that will be used to filter sales orders when the area is first loaded on the web page.

Functionality Affected: Customer Account Sales Order Listing content managed web page area
Impact: Normal

Improvements

TOT-3229 - Button in Web Page Editor to allow an area's settings to be saved and not close the editor

Within the Administration Centre interface, when editing a Free Draw area in the Web Page Editor a button has been added labelled "Save And Continue" which if clicked with save the contents of the area but not close the editor.
Additionally the Save button has been relabelled "Save And Close" to denotes its functionality better.

Functionality Affected: Free Draw content managed web page area
Impact: Minor
TOT-3251 - Allow single characters to be entered into address fields of user registration

On a content managed web page area containing a User Registration area a user will now be able to enter a single character into one of the 4 address fields.
This will allow users to enter a single digit for a street number or apartment number in any of the address fields when registering a new user.

Functionality Affected: User Registration content managed web page area
Impact: Normal
TOT-3258 - Set sender's name when sending freight orders to IFS SmartFreight

When a TOTECS project has been configured to send freight orders to IFS SmartFreight, it will now set the sender's name field when submitting the order to IFS SmartFreight. The contents of the sender's name field will be set to one of the following:
  • If the freight order is set to use the billing address as the sender of the order then it will set the sender address to either the billing's address's organisation name if it has been filled out, or otherwise it will be set to the account ID assigned to the order.
  • If the freight or is set to use the TOTECS project's organisation address, then the sender name will be set to the organisation name configured in the Administration Centre, from the Stores menu, in the Organisation Settings interface.

Functionality Affected: IFS SmartFreight order submission
Impact: Normal
TOT-3291 - Log PayPal payment details before a user is redirected to PayPal to pay for an order

Within either a content managed website or through the Trade interface, when a user selects to pay for an order with PayPal in the order details page, before the user is redirected to PayPal additional information about the payment is now logged, including the total payment amount, number of products, and taxes.
This additional logging will allow TOTECS to check if PayPal was given the correct details when a payment was made and the state of the order when a payment was attempted.

Functionality Affected: Paypal order submission payment process
Impact: Normal
TOT-3292 - Setting to exclude products from being listed in Category Listing content managed web page area

On a content managed web page containing a Category Listing area, the area now has a setting that will allow products to be excluded from showing in in the area.
This change may make a content managed web page load much quicker, where many category listing areas are on the same page that are only being used to display categories, and each of parent categories of the listed categories has many products assigned to them.
Within the Administration Centre, from the Websites menu, within the Websites interface, when editing a content managed web page in the Web Page Editor, for the Category Listing area's editor an option has been added labelled "Show Products". If this option is set to No then no products will be loaded into the area.

Functionality Affected: Category Listing content managed web page area
Impact: Normal
TOT-3293 - Set two hash characters to bold text within news/blog content managed web page areas

On a content managed web page containing a News/Blog Listing, News/Blog Item, or News/Blog Item Comment Listing areas, if a user places two hashes, then text, followed by two more hashes then the text within the hashes will become marked up to be bold (if the div containing the bold class has css written to do so).
This improvement removes the chances of users having their URLs incorrectly formatted when the URL contains a single hash character

Functionality Affected: News/Blog Listing, News/Blog Item, and News/Blog Item Comment Listing content managed web page areas
Impact: Minor

Bug Fixes

TOT-3298 - News/Blog Item content managed web page area's $comments_count$ hook in News/Blog Item Record format to not count comments that have been declined or await approval

On a content managed web page displaying a News/Blog Item area, in its News/Blog Item Record format the $comments_count$ hook showed the total number of comments made against a news/blog item and included the declined comments, or comments awaiting approval from an administrator in the count.
Now the area's hook only counts the news/blog item comments that have been explicitly approved.
Functionality Affected: News/Blog Item content managed web page area
Impact: Normal
TOT-3253 - Store Settings Administration Centre interface unable to load when Order Confirmation Email Message Format setting value contains script tags

Within the Administration Centre, from the Stores menu, in the Order settings interface, if the "Order Confirmation Email Message Format" setting had a value that contained script tag HTML in its format, then it would the interface to not be able to load.
The Order Settings Administration Centre interface so that HTML data was modified to correctly handle loading the "Order Confirmation Email Message Format" setting data.

Functionality Affected: Stores settings Administration Centre interface
Impact: Normal
TOT-3254 - Product not displaying in a Product Detail content managed web page area when multiple products contain the same SEO search code and one product is inactive

On a content managed web page containing a Product Detail area, if the SEO search code of the product in the webpage's URL matches multiple products, and one of those products was marked as inactive, it is possible that the inactive product would be selected to display in the Product Details, and if this occurs then no data about the product would display.
The content manage webpage process has been modified to only match products on the SEO search code that are active. The same has been applied to only match SEO search codes on active news/blog items and categories additionally.

Functionality Affected: Product Detail, Category Listing, News/Blog Item content managed web page areas
Impact: Normal
TOT-3256 - Unable to enable Contract Export admin role permission with the User Permissions administration centre interface

Within the Administration Centre, under the Users menu, in the User Permissions interface, when modifying an Admin permission role, after Allowing the Contract Export permission and clicking on the save button, then after reloading the role's permissions the Contract Export permission had been set to Deny again.
The User Permissions interface was modified to ensure that if the Contract Export admin role permission was set to allow that it can be saved.

Functionality Affected: User Permissions administration centre interface
Impact: Normal
TOT-3257 - Label and description hooks in Deal Listing content managed web page area not displaying deal data

On a content managed web page containing a Deal Listing area, if the area was listing one or more deals, then for the area's "Deal Record" format, the deal_label, deal_description, and deal_offer_description hooks could incorrectly all display [INVALID FORM VAR].
The Deal Listing content managed web page area has been modified to ensure that the Deal Record format correctly sets data in the deal_label and deal_description hooks. The bug would occur when the Deal "Description Field" marketing project setting was set to anything but "System Generated Description". When this occurred it caused a programming error to not correctly set data in the hooks.

Functionality Affected: Deal Listing content managed web page area
Impact: Normal
TOT-3274 - Customer account enquiry invoice payment missing information and failing to send to the Connector

From a content managed web page containing a Customer Account Invoice Payment Form area, after a user successfully submitted a credit card payment and the payment was successfully processed by the payment gateway, the payment would infrequently fail to be sent to the Connector software, and the details of the payment as well as the associated invoice data are missing when viewing the payment with in the Payments Administration Centre interface.
It appears that after the credit card payment for the invoice was successfully processed, that the database query that sets the additional information about the credit card payment, as well as creates invoice records sometimes fails. Because of this the payment stayed in an incomplete state.
Additional logging has been added to the customer account invoice payment process to help determine the precise location of the database error, which will allow us to find the exact cause of the issue if it happens again in the future. If it does this bug will be re-opened for further investigation.

Functionality Affected: Customer Account Invoice Payment process
Impact: Critical
TOT-3276 - Categories connector data import fails to complete if it is importing a category that was previously assigned to a web category tree

When a Categories Connector data import was run it was failing to complete when a category was being imported that already existed and had been previously assigned to a web managed category tree.
The Categories Connector data import has been modified to correctly handle updating an existing category when previously assigned to a web managed category tree.
The issue would occur because the import was trying to create a new category that contained the same category code as the existing web managed category. Now it will correctly ignore trying to create a new category.

Functionality Affected: Categories Connector data import
Impact: Major
TOT-3282 - Order Review Email notification incorrectly displaying order total excluding tax with order total including tax

When a user submitted an order for review by another user through either the Trade interface, or through the a content managed website, the Order Review Email notification sent to the reviewing user incorrectly showed the order price excluding tax as price including tax, and vice versa.
The Order Review Email notification has been modified so that the order total price excluding tax is correctly set, as well as the order total price including tax.

Functionality Affected: Order Review Email notification
Impact: Normal
TOT-3295 - Order status not updating to submitted after a credit card payment successfully processed

On a content managed web page containing a Order Checkout/Submission area, after a user had successfully paid for an order using the credit card payment method, the order's status would infrequently fail to change to unsent, and subsequently would not attempt to be sent to the Connector.
For the order submission process additional logging before an after an attempt is made to submit an order. The log will provide additional information about the state of the order before it is attempted to be submitted. This will provide information on the reason why an order may not be able to have its status updated after a credit card payment is successfully made for an order.
If this issue happens again the bug will be reopened and using the additional logging will allow the exact nature of the bug to be determined and a bug fix to be implemented.

Functionality Affected: Order Submission process
Impact: Critical
TOT-3297 - News Comment Listing content managed web page area incorrectly showing display name hook as [INVALID_FORM_VAR]

On a content managed web page containing a News Comment Listing area, if the area's "News/Blog Item Comment Record" format had the $user_display_name$ hook embedded in the format, when the area displays comments the hook would display [INVALID FORM VAR] instead of the user's display name.
In the area's "News/Blog Item Comment Record" format it had incorrectly listed that the $user_display_name$ hook is associated with the format, however it should have been listed as "$user_creator_display_name$". The hook and description has been updated to have the correct name set.
Functionality Affected: News Comment Listing content managed web page area
Impact: Normal
TOTECS Platform Release 10.01.1

New Features

TOT-3212 - Send order submission, enquiry form submission, and news/blog post notifications to Squizz.com

There is now the ability for notifications to be sent to Squizz.com when users submit orders, submit enquiry forms, create news/blog items, or comment on news/blog items.
Notifications can be configured to be sent to an organisation with squizz.com, which will then be able to notify the people associated to the organisation who are assigned the sales order, or feed notification categories for the organisation.
This allows notifications about these events from a TOTECS project to be viewed in squizz.com, which allows a different avenue to people being kept up to date about what is happening within a TOTECS project outside of receiving Emails.
Within the Administration Centre, from the Data menu, in the Squizz.com settings interface, the following settings have been added:
  • Squizz.com Organisation API Key: Set the API Key of the organisation within Squizz.com. The API key is used to allow TOTECS to send data to Squizz.com's Data API for the organisation.
  • Squizz.com Organisation API Password: Set the password to the API Key of the organisation within Squizz.com. The API password is used to allow TOTECS to send data to Squizz.com's Data API for the organisation.
  • Send Order Submission Notifications To Squizz.com: If set to Yes, then after a user has submitted an order, a notification will be sent off to squizz.com to notify the people following the organisation who are assigned sale order notifications category.
  • Send Enquiry Form Submission Notifications To Squizz.com: If set to Yes, then after a user has filled out and submitted an enquiry form on a content managed web page, a notification will be sent off to squizz.com to notify the people following the organisation (who are assigned to the feeds category).
  • Send News/Blog Post Notifications To Squizz.com: If set to Yes, then after a user has posted a news/blog item, or commented on a news/blog on a content managed web page, a notification will be sent off to squizz.com to notify the people following the organisation (who are assigned to the feeds category).
Note that squizz.com at the time of writing charges 1 Squizz token per notification per person when sending notifications to it. If the organisation does not have any tokens in credit then the notifications will not be sent accepted.

Functionality Affected: Order Submsision. Enquiry Form submission. News/Blog Item Creation, News/Blog Item Comment submission
Impact: Normal

Improvements

TOT-3200 - User group rule to filter users based on different customer account fields within Product Search and Emedia Emails Administration Centre interfaces

Within the Administration Centre additional User Search Rules have been added to allow users to be found based on matching their customer account on the following fields:
  • Customer Account Code
  • Customer Account Contact
  • Customer Account Company Name
  • Customer Account Email
  • Customer Account Class
  • Customer Account Territory
These additional search rules allow users to be located for Product Deals, Emedia Emails, and Advanced Users Searching.
These new search rules can be used from within the Adminstration Centre, under the Users menu, within the Search Users interface, in the Advanced Search form, in the Search Category click on the User/Account option, then the new search rules display within the Search Rules drop down.

Functionality Affected: User Search, Emedia Messaging, User Search, Product Deals And Vouchers administration centre interface
Impact: Normal

TOT-3205 - Calculate pack quantity in quantity textbox when a user views product detail content managed web page area with forced pack quantity turned on

On a content managed webpage containing a Product Detail area, if the project has the forced pack pricing setting turned on, and the user is viewing a product that contains a pack quantity, then the default value displayed in the quantity box will now show the calculate pack quantity based on the number of units the user previously added to the basket for the product.

Functionality Affected: Product Detail content managed web page area
Impact: Normal

TOT-3208 - Calculate freight unit based on cubic volume thresholds when sending freight orders to IFS SmartFreight

There are now new settings that allow a different freight unit to be set when sending freight orders to IFS SmartFreight's service, based on the total cubic volume of products within an order. Up to 5 different freight units can be set, one of which will be chosen for the ordered goods to be packaged within. How the unit is chosen is based on of 4 volume thresholds being set. If the total cubic volume is over a configured threshold then the next freight unit will be selected. This allows orders to have the correct freight unit set in a hierarchical fashion, eg. small products are placed in satchels, bigger products are placed in parcels, big products or quantities are placed in boxes, and very large orders are placed in containers etc... The actual freight units (boxes, satchels, pallets etc...) can be individually configured and controlled by administrator users, and should be set based on the freight carriers that are used to ship the goods.
Within the Administration Centre, under the Stores menu, in the Freight Providers settings interface, under the Freight Provider - IFS SmartFreight section the following settings have been added:
  • Freight Unit Volume Threshold 1 (Metres Cubed): Set the a value in metres cubed that if the total order volume exceeds will cause the second freight unit to be set in the order details sent to IFS SmartFreight.
  • Freight Unit 2: Sets the unit for how the products in an IFS SmartFreight order will be bundled together and shipped off if the volume exceeds the volume threshold 1.
  • Freight Unit 2 Volume (Metres Cubed): Sets the the amount of volume (in metres cubed) that can fit into the selected second freight unit setting. This is used to calculate the quantity of units needed to carry the freight, which is used for freight cost estimates and full order importing.
  • Freight Unit Volume Threshold 2 (Metres Cubed): Set the a value in metres cubed that if the total order volume exceeds will cause the third freight unit to be set in the order details sent to IFS SmartFreight.
  • Freight Unit 3: Sets the unit for how the products in an IFS SmartFreight order will be bundled together and shipped off if the volume exceeds the volume threshold 2.
  • Freight Unit 3 Volume (Metres Cubed): Sets the the amount of volume (in metres cubed) that can fit into the selected third freight unit setting. This is used to calculate the quantity of units needed to carry the freight, which is used for freight cost estimates and full order importing.
  • Freight Unit Volume Threshold 3 (Metres Cubed): Set the a value in metres cubed that if the total order volume exceeds will cause the fourth freight unit to be set in the order details sent to IFS SmartFreight.
  • Freight Unit 4: Sets the unit for how the products in an IFS SmartFreight order will be bundled together and shipped off if the volume exceeds the volume threshold 3.
  • Freight Unit 4 Volume (Metres Cubed): Set the a value in metres cubed that if the total order volume exceeds will cause the fifth freight unit to be set in the order details sent to IFS SmartFreight.
  • Freight Unit Volume Threshold 4 (Metres Cubed):
  • Freight Unit 5: Sets the unit for how the products in an IFS SmartFreight order will be bundled together and shipped off if the volume exceeds the volume threshold 4.
  • Freight Unit 5 Volume (Metres Cubed): Sets the the amount of volume (in metres cubed) that can fit into the selected fifth freight unit setting. This is used to calculate the quantity of units needed to carry the freight, which is used for freight cost estimates and full order importing.


Functionality Affected: IFS SmartFreight Order Submission process
Impact: Normal

TOT-3209 - Settings to switch the sender address in IFS SmartFreight orders for drop ship orders

New settings have been added to the platform to allow an order sent to the IFS Smart Freight to have its sender address controlled, based on if the order's billing address matches the order's delivery address, or if an order is marked as being drop-shipped. If they match then the sender address can be changed to the TOTECS project's billing address. This is useful so that if a user is sending an order to their customer's address, then their billing address will be set in the freight order, but if the user is sending it the TOTECS project's organisation specifically then the project organisation will be set as the billing address for the order.
Within the Administration Centre, under the Stores menu, within the Freight Providers settings interface, under the Freight Provider - IFS SmartFreight, new options have been added to the "SmartFreight Order Sender Address" setting this is:
  • Project Address If Billing Matches Delivery Address
  • Order Billing Address If Drop-Ship Order
If the "Project Address If Billing Matches Delivery Address" setting is set and the Integrated Freight Setting is turned on, as well as the "Send Freight Orders To 3rd Party Freight Provider" setting set to "IFS SmartFreight - Full Import" or "IFS SmartFreight - Partial Import", then when a user next submits an order through the Trade interface, content managed website, or Administration Centre, then when the order is sent to IFS SmartFreight, the sender address will be set as the billing address of the order if the delivery address does not match the billing address, otherwise the sender address will be set as the project's address, which is configured from within the Organisation tab of the Store Settings interface.
If the "Order Billing Address If Drop-Ship Order" setting is set and the Integrated Freight Setting is turned on, as well as the "Send Freight Orders To 3rd Party Freight Provider" setting set to "IFS SmartFreight - Full Import" or "IFS SmartFreight - Partial Import", then when a user next submits an order through the Trade interface, content managed website, or Administration Centre, then when the order is sent to IFS SmartFreight, the sender address will be set as the billing address of the order if the order was set to be a drop ship order, otherwise the sender address will be set as the project's address, which is configured from within the Organisation tab of the Store Settings interface.

Functionality Affected: IFS SmartFreight Order Submission process
Impact: Normal

TOT-3210 - Settings in the Administration Centre to control the tax format of pricing within orders

Settings have been added to control the pricing displayed within orders displayed in the trade interface, as well as the pricing in the order Email notification attachment file. Previously these settings existed but where not available to administrator users.
Within the Administration Centre, under the Inventory menu, in the Product settings interface, the following settings have been added:
  • Content managed website order price tax format: Sets if product pricing is shown inclusive or exclusive of tax within order notification attachments for users assigned to the content managed websites interface.
  • Trade interface order price tax format: Sets if product pricing is shown inclusive or exclusing of tax in orders displayed within the Trade interface and order notification attachments.


Functionality Affected: Trade order interface, Order Notification Email Attachment
Impact: Normal

TOT-3211 - Settings to label and hide or show payment method in orders displayed in Trade interface and order notification attachment

Settings have been added to be able to show or hide the payment method that displays within the orders displayed in the Trade interface, and order Email notification attachment. Additionally settings have been added to be able to customise the labelling of the payment method and payment receipt.
Within the Administration Centre, under the Stores menu, within the order settings interface the following settings have been created:
  • Display Payment Method On Purchase Orders: Shows or hides the payment method displaying on orders within the Trade interface, and order notification Email attachment.
  • Purchase Order Payment Method Label: Sets the label shown with the payment method for orders displayed within the Trade interface, and order notification Email attachment.
  • Purchase Order Payment Receipt Label: Sets the label shown with the payment receipt for orders paid with credit card from within the Trade interface, and order notification Email attachment.


Functionality Affected: Trade order interface, Order Notification Email Attachment
Impact: Normal

TOT-3214 - Setting to change warehouse when a sales rep user switches customer accounts through the Trade interface

Within the Administration Centre, under the Stores menu, in the General settings interface, under the Locations section a setting labelled "Switch Warehouse When Sales Rep Switches Account" has been added.
If this setting is set to Yes and the "Customer Accounts Assign Location To Orders" setting is set to Yes, then within the Trade interface's Sales Representatives page when a sales rep user switches to use a different account, the warehouse assigned to the user will also be changed based on the warehouse assigned to the customer account being switched to.

Functionality Affected: Sales Representatives Trade interface
Impact: Normal

Bug Fixes

TOT-3179 - Unable to select product combination option when it's assigned to a product containing an ampersand in its name

On a content managed web page containing a Product Detail area, if the area was displaying the product combination options in a drop down form, and the user had selected on an combination option that was assigned to a product containing an ampersand in its name, then the area would report that the option cannot be selected, where as it should have been able to show the product.
The product combination selection process has been modified to ensure that when product data is returned after an option has been selected, that the product correct handles ampersand characters in the products name, as well as the barcode, and inner barcode field.

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

TOT-3181 - User cannot create a new address in a User Details/Favourites/Orders content managed web page area

On a content managed web page containing a User Details/Favourites/Orders area, if a user tried to create a new address in the area, at the point when they clicked on the button to create the address, nothing may have happened, and a javascript error was thrown in the browser.
The following hooks in the User Detail format have been modified to not allow a user to create, modify, or delete an address if they do not have permission to do so.
  • addressnew_toggleform_onclick
  • addressnew_submit_onclick
  • deleteAddress_onclick
Additionally the hook "address_user_allow_modify" has been added that will display "Y" if the user has permission to modify addresses, or "N" if the user does not have permission to modify addresses. This hook can be embedded in the class attribute of the address buttons to control if the buttons should display or not. eg.

Functionality Affected: User Details/Favourties/Orders content managed web page area.
Impact: Normal

TOT-3183 - [INVALID FOR VAR] displaying in a Category Crumbs content managed web page area when a category could not be found for a product

On a content managed web page containing a Category Crumbs content managed web page area, the crumbs area would display [INVALID FORM VAR] when a category associated product not be found to display in the area. The area should not have displayed anything if a category could not be shown in the area.
The Category Crumbs content managed web page area has been modified to ensure that no data displays in the area if a category could not be found based on the product displayed in the URL and on the web page. Previously the area would still display its format even if a category was not found.

Functionality Affected: Category Crumbs content managed web page area.
Impact: Normal

TOT-3184 - Product Search Results Listing content managed web page area unable to paginate through products of a category when category code ends with "in"

On a content managed web page containing a Product Search Results Listing area, if the area was configured to display products for a category based on a category code set in the URL, if the category's code ended with "in", then when a user tried to use the paginator to navigate through pages of search results, no products would display.
The Product Search Results content managed web page area has been modified to ensure that products will show regardless of how the text given in the category code is set.

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

TOT-3185 - Model Details dialog within the Trade interface failing to load data when the last listed category contains multiple products

Within the Trade interface, after searching for models using the model search form from the left hand navigation bar, if a user then clicked on the a model table row in the search table and the Model Details dialog displays, the dialog was not hiding the loading messages once all the attribute and product data is loaded.
The Model Detail dialog has been modified to ensure that it is able to load all product data into the dialog. Previously if the bottom-most category in the dialog was assigned to more than one product it would cause the dialog to fail to load all the product, hence why the loading messages would stay displayed.

Functionality Affected: Make/Model trade interface page.
Impact: Normal

TOT-3193 - Product images import not importing mapped image files from within the Product Images Administration Centre interface

Within the Administration Centre, under the Data menu, from the Product Images Import menu item, in the Product Images interface, after clicking on the Image Filename Mapper tab and uploading a CSV file, when an administrator clicked on the Product Images Update tab then clicked the Import button, the import would fail to run.
This bug was introduced when the improvements in #TOT-3146 were developed in release 10.00.
The Product Images interface has been modified to ensure that the required elements exist to allow the Product Images Import to run.

Functionality Affected: Product Images administration centre interface
Impact: Normal

TOT-3202 - Adding quantity to basket in Product Search Results Listing content managed web page area does multiply quantity based on pack unit

On a content managed web page that contained a Product Search Results Listing area, if the area contained a quantity box for each product, and project settings had been turned on to allow the quantity set to be multiplied by the product's pack quantity, single units would still be added to basket.
Within the Administration Centre, under the Stores menu, from the Product Search settings menu item, if the "show total pack price for products" setting is set to YES, and the setting "units per pack" from within the Inventory menu's Products settings interface is set to ON, then when a user on a content managed web page views products in a Product Search Results Listing area and adds a product to basket, if the product had quantity set per pack, then the quantity entered by the user will now be correctly multipled by the pack quantity.

Functionality Affected: Product Search Results Listing content managed web page area
Impact: Normal

TOTECS Platform Release 10.01

New Features


TOT-2960 - Order Freight integration with IFS SmartFreight

The TOTECS platform now has the ability to send submitted orders off to IFS SmartFreight's software which allows freight consignment notes to be generated in its system, as well use IFS SmartFreight's webservice to obtain freight carrier quotes to allow users to choose the freight carrier of choice for an order, as well as having order freight surcharges automatically be calculated.
Below are the details of the changes to make this functionality possible.
 

New Administration Centre Settings

Within the Administration Centre, under the Online Stores section, an new menu item has been added labelled "Freight Providers". Within the Freight Providers settings interface the following settings have been created.

  • Integrated Freight: If set to Yes then the freight integration feature is turned on. This setting controls if freight carrier quotes, and integration into IFS SmartFreight is allowed.
  • Freight Provider Calculate Order Freight Surcharge: If set to Yes then when a user is creating an order through the checkout process in either the Trade interface or through a content managed website, after the user has submitted the order's details, the user will be shown a selection of freight carriers obtained from IFS SmartFreight's webservice, and the user must choose 1 freight carrier in order to proceed with creating the order.
  • Freight Provider Surcharge Calculation Fail Action: If in the Order Surcharges interface a "Set Freight Charge From IFS SmartFrieght" IF node has been set, but when IFS Smartfreight is called and fails to return any freight carrier pricing, this setting controls if the order surcharge rules should continue to be processed when the setting is set to "Continue Processing Surcharge Rules", or if the order surcharge calculations should abort and the user be notified that the freight carrier data could not proceed with creating the order, which occurs when the setting is set to "Abort Processing Surcharge Rules".

A number of settings have been created under the Freight Provider - IFS SmartFreight settings section, these are:

  • IFS SmartFreight Web Service User ID: ID of the user that the TOTECS platform will try to connect to IFS Smartfreight's webservice. This needs to be obtained from IFS.
  • IFS SmartFreight Web Service User Password: Password of the user that the TOTECS platform will try to connect to IFS Smartfreight's webservice. This needs to be obtained from IFS.
  • IFS SmartFreight Web Service Reference ID: Identifier that allows IFS to see requests to their webservice coming from the TOTECS project. This can be set to any value, or left empty.
  • SmartFreight Order Sender Address: Controls the address that will be set as the sender address when the order data is given to IFS SmartFreight's software. The setting can be one of the values:
  • Project Organisation Address: Address set in the TOTECS project organisation settings, from the Stores menu, in the Organisation settings interface. This address will always be the same for all orders sent to IFS SmartFreight.
  • Order Billing Address: Address set as the billing address of the order.
  • Do Not Set Sender Address: No address will be set as the sender address of the freight order.
  • Freight Unit: Set the unit of freight that informs the freight carrier of how the ordered products will be shipped together.
  • Volume Per Freight Unit (In Metres Cubed): Set how many metres cubed fits into the selected freight unit. This setting is used to calculate the total volume of the order and how much quantity of the set freight unit must be shipped.
  • Order Date Format: Set how dates are formatted on the consignment note.

Within the Administration Centre, under the Stores menu, in the Order settings interface the following settings have been added under the Order Notification Emails section, these are:

  • Order Freight Update Email Subject: Sets the subject that users will see when viewing the Email sent to them to notify changes to the freight in a given order.
  • Order Freight Update Email Message Format: Sets the contents of the Email that users will receive with the Email sent to them to notify of changes to freight for a given order.

Within the Administration Centre, under the Stores menu, in the Checkout settings interface the following setting has been added under the Order Validation Messages section:

  • 3rd Party Freight Carrier Not Found: Contains a message displayed to the user if no freight carrier was selected at the time of submitting the details of an order, or the the selected freight carrier could not be used to obtain the freight surcharge pricing for the order.
New Order Surcharges Settings

Within the Administration Centre, under the Stores menu, in the Order Surcharges interface the follow nodes have been created:

  • An Action Surcharge rule can now be set to the value "Set Freight Charge Form IFS Smart Freight". When this is set it will cause a request to be sent off to IFS SmartFreight's webservice to obtain a price for a freight carrier selected by the user in the order detail pages on the Trade interface, or content managed website's Order Checkout/Submission web page areas. If no freight carrier was selected then the request will fail, unless the user was using the surcharge calculator to obtain a freight. If that occurs then the freight price returned will be the set as the cheapest price that IFS SmartFreight's webservice provided. Note that if the "Integrated Freight" project setting is set to No, or the "Freight Provider Calculate Order Freight Surcharge" setting is set to No then this Action surcharge node will be ignored when surcharges are being calculated for orders.
  • An IF Surcharge rule can now be set to the variable "External Freight Quote Applied": This variable will either be set to the value Y or N. It will be set to the value Y if the order freight surcharge was calculated from a request to an external web service (such IFS SmartFreight) was able to set the value of the freight surcharge. Use the IF node to detect if an external freight provider could calculate freight or not, and if not then have actions that allow surcharges to continue to be calculated, if the "Freight Provider Surcharge Calculation Fail Action" setting is set to continue.
Order Interface Administration Centre Changes

Within the Administration Centre, under the Stores menu, in the Orders interface, two new search fields have been added to the search filters, these are: Freight Status: Allows users to find orders that have either been sent off to a 3rd party freight provider, or not. Freight Con. No: Allows users to find orders based on matching a consignment note number associated with the order. If the drop down is set to Freight Provider Code then orders can be found based on matching the freight provider's code assigned to the order when it was sent to the provider. Upon clicking on the Order Number, on the Order Details page a "Freight Information" section will display if the "Integrated Freight" project setting has been set to Yes. This section allows the the administrator user to change details about the freight associated with the order, such as:

  • Freight carrier: Name of the freight carrier shipping the order
  • Freight carrier service: Name of the service that the freight carrier provides when shipping the order. Not all carriers have service names.
  • Freight carrier account: Account code that the freight carrier has set up.
  • Consignment Number: Number that allows the consignment note to be tracked by the freight carrier.
  • Freight Provider: Name of the organisation that allows the order freight data to be obtained and given to freight carriers.
  • Freight Provider Ref. Code: Reference code that the freight provider gives when sending the order data to its web service.

From the Order Detail page the order freight data can be resent to the freight provider using the Send or Resend button that appears next to the Freight order Status field. Additionally orders that have not been sent to the freight provider can also be marked as sent by administrator's clicking on the Mark As Sent button. If the consignment number is set for the order, then it will also display under the carrier field in the top left corner.
 

Home Interface Administration Centre Changes

If an order could not be sent to a freight provider when it was submitted, then in the Alerts panel a line will display to the Administrator User advising that the freight is still unsent for the order, and allow the administrator to click on a link to view all the orders with unsent freight in the Orders interface.
 

Content Managed Website Changes

The following changes have been added to areas for content managed web page areas, these are:

Order Connector Export Changes
  • Order Checkout/Submission area, Guest Order Checkout/Submission area
    • Order Details Form format, Guest Order Details Form format
      • freight_carrier_selection_available_wrapper_id: Hook to be placed in an ID attribute of a HTML element that wraps around the freight carrier selection form.
      • freight_carrier_selection_back_onclick: Javascript function to be embedded in a HTML element event attribute to allow a user to navigate back to the order details form.
      • freight_carrier_selection_next_onclick: Javascript function to be embedded in a HTML element event attribute to allow a user to submit the order details form with the freight carrier selection.
      • freight_carrier_selection_none_wrapper_id: Hook to be placed in an ID attribute of the HTML element that allows a message to display if no freight carrier service records were obtained from a 3rd party freight provider. This message inside the element should inform the user that they cannot proceed to submit the order.
      • freight_carrier_selection_wrapper_id: Hook to be placed in an ID attribute of a HTML element that contains all elements required for the freight carrier selection form. This element is used to hide or show the freight carrier selection form.
      • order_detail_form_wrapper_id: Hook to be placed in an ID attribute of a HTML element that contains all the element required for the order details form. This element is used to hide or show the form if the freight carrier selection form needs to be shown after the user has entered the order's details.
    • Freight Carrier Service Record format
      This new format displays the details of a single freight carrier and its service obtained from a 3rd party freight provider (such as IFS) to allow the user to choose the freight carrier to deliver the goods of the order. This format will be added to the freight carrier list that will be embedded in the Order Details Form format, or Guest Order Details Format format to allow users to choose a freight provider to use to ship the order products. The format contains the following hooks:
      • freight_carrier: Name of the freight carrier
      • freight_carrier_selection_radio: HTML radio input element used to allow the user to select the freight carrier option
      • freight_carrier_service: Name of the service that the freight carrier provides to ship the order. Note that same freight carriers do not have a service name.
      • freight_service_cost_ex_tax: Cost to use the freight carrier to ship the order exclusive of tax. Pricing is in the currency designated by the 3rd party freight provider.
      • freight_service_cost_inc_tax: Cost to use the freight carrier to ship the order inclusive of tax. Pricing is in the currency designated by the 3rd party freight provider.
      • freight_service_cost_tax: Cost of tax to use the freight carrier to ship the order. Pricing is in the currency designated by the 3rd party freight provider.
      • freight_service_delivery_time: Estimated time in hours that it will for the freight carrier to ship the order. Note that freight providers may not provide a time estimate.

>When an order is sent to the Connector, the freight details of the order are now also sent to the connector. This includes the freight carrier, freight carrier service, consignment number, freight provider, and freight provider code.

Trade Interface Changes

If the "Integrated Freight" setting is set to Yes then the following changes can occur in the Trade interface:

  • On the Order Details page if the "Freight Provider Calculate Order Freight Surcharge" project setting is set to Yes, then when the user clicks a Next button a request will be sent to IFS SmartFreight to obtain a list of carriers who can ship the order and for how much. If the IFS SmartFreight service could not return any data then the user will be advised that the order cannot be completed, unless the "Freight Provider Surcharge Calculation Fail Action" project setting is set to Continue. In that case the user would proceed through the order process as normal.
  • After a user has submitted an order, if the "Send Freight Orders To 3rd Party Freight Provider" project setting is set to either "IFS SmartFreight - Partial Import" or "IFS SmartFreight - Full Import", then the order will be attempted to be sent to IFS SmartFreight webservice. If the setting was set to Partial Import then the order will only appear in IFS SmartFreight's application as a partial import requiring a person to complete the details of the connote and submit to the selected freight carrier. If the setting was set to Full Import then IFS SmartFreight will try to send it to the choose carrier, if a carrier was selected at the Order Details page. If the order is not complete then IFS SmartFreight will convert it to a partial imported consignment note, requiring a person to complete the order. If the order was submitted to the carrier then the carrier will create the consignment note in their system.
  • If an order is submitted as a pending order, then when a user reviewing the order makes changes, the user has the ability to set the freight carrier to the order if the "Freight Provider Calculate Order Freight Surcharge" project setting is set to Yes.
  • After an order is submitted, in the Order History page, when a user views the details of the order they will be able to set the following freight fields:
  • Freight Carrier
  • Freight Carrier Service
  • Consignment Number
Content Managed Website Changes

In a content managed website containing pages with either Guest Order Checkout/Submission or Order Checkout/Submission areas, the following now occurs:

  • On the Order Details page if the "Freight Provider Calculate Order Freight Surcharge" project setting is set to Yes, then when the user clicks a Next button a request will be sent to IFS SmartFreight to obtain a list of carriers who can ship the order and for how much. If the IFS SmartFreight service could not return any data then the user will be advised that the order cannot be completed. Upon the freight carriers being obtain the area will have its order details form hidden, and the freight carrier service selection form shown.
  • After a user has submitted an order, if the "Send Freight Orders To 3rd Party Freight Provider" project setting is set to either "IFS SmartFreight - Partial Import" or "IFS SmartFreight - Full Import", then the order will be attempted to be sent to IFS SmartFreight webservice. If the setting was set to Partial Import then the order will only appear in IFS SmartFreight's application as a partial import requiring a person to complete the details of the connote and submit to the selected freight carrier. If the setting was set to Full Import then IFS SmartFreight will try to send it to the choose carrier, if a carrier was selected at the Order Details page. If the order is not complete then IFS SmartFreight will convert it to a partial imported consignment note, requiring a person to complete the order. If the order was submitted to the carrier then the carrier will create the consignment note in their system.
  • After an order is submitted, in the Order History areas, when a user views the details of the order they will be able to set the following freight fields if they have been embedded in the Order Print Detail format of the User Details/Favourites/Orders area:
  • Freight Carrier
  • Freight Carrier Service
  • Consignment Number
  • In the Basket Products Listing area to allow the Surcharge Calculator to be used, the Basket Surcharge Calculator must have all the address field hooks, postcode, and country hooks embedded in the format. Users need to fill all of these fields in order for freight surcharges to be calculated from a 3rd party freight provider, (such as IFS SmartFreight).
Data Setup

The following data needs to be setup in a TOTECS project:

  • To allow freight carrier cost estimates to be obtained, or order to be sent off to IFS SmartFreight webservice in Full Import, the kinds of data that need to be set:
    • Products must have length, width, and height field values set, with values set in Metres.
    • Products must have the weight field set, with values set in Kilograms.
  • User and Customer Account addresses must conform to IFS SmartFreight's standards, these are:
    • Address 1: Contains unit number and street address
    • Address 2: Contains suburb/town/city name
    • Adresss 3: Contains state/province
    • Postcode is set
    • Country is set
  • User and Customer Account addresses could also be set to the following using the 4th address field in a TOTECS project if it is turned on:
    • Address 1: Contains unit number and/or street address
    • Address 2: Contains unit number and/or street address
    • Address 3: Contains suburb/town/city name
    • Adresss 4: Contains state/province
    • Postcode is set
    • Country is set
  • Partial Order Imports into IFS SmartFreight's service do not require the product dimension data, weight, or address data to be properly formatted, however it would require more time for a person to manually set this data.

 


Functionality Affected: Order Details trade interface page, Pending Order Details trade interface page, Order Details administration centre interface, Order Surcharges administration centre interface, Orders administration centre interface, Home administration centre interface, Order Checkout/Submission content managed web page areas, Order Submission process
Impact: Normal

TOT-3180 - Order Freight Update Email Notifications

We have added the ability for administrator users to send out Email notifications to advise users of the freight status of the order. The layout, content, and styling of the Email notification can be customised, as well as allow administrators to add a customised message before they send out a notification. Additionally administrators can set the freight carrier, freight carrier service, and consignment number data to the order, allowing this information to additonally display when a user views the order history.
Within the Administration Centre, under the Stores menu, in the Orders interface, upon clicking on the ID of an order, in the Order Details screen, if the Integrated Freight feature has been turned on then a button will display labelled "Send Freight Update", that allows the admin user to see the "Order Freight Update Email Notification" dialog.
In the dialog the user can set a custom message, as well as set a comma delimited list of emails. Upon the user clicking the Send Notification button an Email notification will be sent out to the user assigned to the order, as well as any emails given in the Additional Recipients list. The Email will be able to show the recipient any changes to the order, and its freight.
The subject of the Email and, the message content can be customised with the following settings found within the Stores menu, in the Order settings interface:

  • Order Freight Update Email Subject: Sets the subject of the message
  • Order Freight Update Email Message Format: Sets the contents of the notification Email, and allows different data of the order to be embedded in the Email notification.

Functionality Affected: Order Details administration centre interface
Impact: Normal

Improvements


TOT-3156 - Hooks for meta data of a product in the Product Detail content managed web page area

On a web page containing a Product Detail content managed web page area in its Product Detail format has been modified to now have the following hooks available to it:

  • _P_MetaTitle: Meta title of the product, containing data normally used to display in the title of a web page
  • _P_MetaDescription: Meta Description of the product, containing data normally embedded in the meta description tag of a web page
  • _P_MetaKeywords: Meta Keywords of the product, containing data normally embedded in the meta keywords tag of a web page

These additional hooks allow more product data to be displayed to the user. Typically these product meta data fields would only be embedded within the hidden parts of a web page.

Functionality Affected: Product Details content managed web page area
Impact: Normal


TOT-3160 - Submit order Email address and card holder name to Eway when order is paid by credit card

When an order is being paid via credit card either through the Trade interface, or a content managed website, if the credit card payment is being made through the Eway payment gateway, the following details will be given to Eway for order payments:

  • The Email address assigned to the order
  • The contact name assigned to the order
  • The order ID will be set as the transaction reference
  • The account ID assigned to the order will be set in the transaction description

For invoice payments the following details will be set:

  • The Email address assigned to the user
  • The Contact address assigned to the user
  • The payment ID will be set as the transaction description
  • The account ID assigned to the user will be set in the transaction description

Functionality Affected: Order payments, customer account invoice payment process
Impact: Normal


TOT-3168 - Enquiry form to send confirmation email to the user using registering email

Within the Administration Centre, under the Websites menu, in the Websites interface, when modifying a content managed web page through the Web Page Editor interface, in the Enquiry Form area editor we have added a setting labelled "Set Emarketing Email In From Address".
If that setting is turned on and the enquiry form contains an Emarketing Email element, then when the user sets an Email address in the form element, that email that the user entered will be set as the From address in the Email notification that gets sent out after the user has submitted the enquiry form.
This functionality is useful if the enquiry form Email notification is sent to another system that sends back an automatic reply. Now the automatic reply can go back to the originating person, instead of the administrator Email.

Functionality Affected: Enquiry Form content managed web page area
Impact: Normal


TOT-3138 - Within the Categories Administration Centre allow users to delete all products within a category

Within the Administration Centre we have now made its possible for administrator users to be able to delete all products assigned to a category.
From the Administration Centre, under the Inventory menu, in the Categories interface, if an administrator user right clicks on a category assigned to a web managed tree, a menu item labelled "Delete Products" now displays that allows the user to delete all products within the selected category.
Upon the user clicking the menu item then clicking Yes in the confirmation dialog the products will be removed from the category.
Note that this functionality is not available to categories belonging to mirrored category trees since the products need to be removed from the tree from within the business system where the category data is being managed.

Functionality Affected: Category Trees administration centre interface
Impact: Normal


TOT-3155 - Product Diagnostics Administration Centre interface to display all active contracts that the customer account and product is assigned to

Within the Administration Centre, in the Product Diagnostics interface, we have now made it possible to show the active customer account contracts that is assigned to the given product and customer account when running the diagnostics check.
This can help make it easy for an administrator to understand why a product may still be appearing for a user, even though the product may not be allowed to show based on the inventory role assigned to the user.
From the Administration Centre, under the Inventory menu, in Product Diagnostics interface a new diagnostic check labelled "Customer account contracts:" will now list all active contracts that assigned to the given product and customer account set in the form.

Functionality Affected: Product Diagnostics administration centre interface
Impact: Normal

Bug Fixes


TOT-3154 - Image placeholder in Product Details content managed web page area does not open Image Viewer when a product is chosen from combination drop downs

On a content managed web page containing a Product Details area, if the area contains the $productImage_placeholder$ hook that is used to open up an Image Viewer, and a combination product being displayed in the area does not have any images assigned to it, then when a user chose from the combination drop downs to find a product, the image placeholder would update to display the selected product, but would not allow the user to click on the image to view it in the image viewer.
The Product Details content managed web page area has been modified to allow the $productImage_placeholder$ hook to allow the user to open the Image Viewer when a combination product is displayed in the area. This ensures that the image placeholder is updated with an image from a child product after the user has selected from the combination options, that they have the ability to click on the placeholder to open the Image Viewer.

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


TOT-3163 - Orders fail to load within Orders Administration Centre interface when an order's contact field contains double quote characters

Within the Administration Centre, under the Stores menu, in the Orders interface, orders failed to load within the order table if an order being displayed in the table contains a double quote character in the contact field of the order.
The Orders interface has been modified to ensure that it can handle when double quote characters are set in an order's contact field, user login ID, or account ID.

Functionality Affected: Order Details content managed web page area
Impact: Normal


TOT-3171 - Unable to update the credit card password setting within Payment Settings Administration Centre interface

Within the Administration Centre, under the Stores menu, in the Payment settings interface, for the "Credit Card Password" setting, if the administrator user had changed the value of the setting the clicked the Save button, the setting would not be updated with the new value set.
In the Payment settings interface, the settings save process has been modified to ensure that the Credit Card Password setting is saved. Previously the save process would ignore this setting from being updated.

Functionality Affected: Payments administration centre interface
Impact: Normal


TOT-3175 - Guest users able to login to content managed website without providing a login ID or password

If a user exists within a TOTECS project that contains an empty login ID, and password, then on a content managed web page containing a User Login area a guest user would be able to login by submitting the login form without entering either a login ID or password.
The user login process has been modified to now not allow a user to login with an empty login ID or password, even if a user exists in a project that contains such credentials. This applies to user's login in from a content managed web page, and through the Trade interface login.
This issue would most likely occur if a customer account was imported into a project from an external business system that had an account created with out any details set for it. If that occurs now the account will not import through the Customer Accounts Connector data import.

Functionality Affected: User Login process
Impact: Major

TOTECS Platform Release 10.00

New Features


TOT-3133 - Data API endpoint for users to export product stock level data

The Data API in the platform has now been modified to allow users to export product stock data programmatically from a TOTECS project.
This can allow 3rd party customer systems to obtain and display up-to-date product stock data in their own website, or business systems by using the data API to export the data. This is particularly valuable where products are drop shipped using a supplier who has a TOTECS project.
A new Administration Centre interface has been created under the Data menu, called Data API that displays the logs of requests that are made to the API to obtain product stock data. This allows administrators to see which users are exporting product stock data, and how many products are having their stock data exported. Additionally A Data API settings interface has been created also within the Data menu that contains a setting labelled "Allow Users To Use Data API". This setting controls if all or no users can utilise the Data API.
Additionally within the Administration Centre interface, under the Inventory menu, in the Product Settings interface a setting has been added labelled "Limit Stock Quantity To An Upper Value In Data API" that controls if the product stock quantity extracted out with the Data API is limited to an upper number, based on the "Stock Quantity Upper Threshold" setting.
To allow users to use the data API to export out product stock data the user must be assigned to a Facility Permission Role that has the "Data API Product Stock Export" permission to Allow.
When the user exports product stock data from the API, the products that are returned from the API endpoint will be limited to the products that the user has access to view based on the Inventory Permissions Role assigned to the user accessing the API.
Limits have been put in place to ensure that the API in not abused by users, or outside intruders. A maximum of 15 login requests can occur in a 20 minute window create sessions for the API. When exporting product stock data its API endpoint can only be called 5 times within a 30 minute window.
Usage of the Data API is billed per 5000 requests. Check the Edition usage fees for a project's assigned to edition to see the pricing.
If you wish to use the feature please contact the service team and they can show you how to access, and use the API, as well as train your associated customers on how to use the functionality.

Functionality Affected: Data API
Impact: Normal

Improvements


TOT-3076 - Basket Summary content managed web page area to have hook to display total products in basket integer number

Within the Administration Centre, under the Websites menu, when expanding the Web Area Format Libraries tree, under the Shopping Basket node, in the Basket Summary node, within the Basket Summary Format node, modifying a Basket Summary format in the Edit Web Area Format dialog, the Area Format Hooks list now contains a hook labelled "cart_TotalItem_Integer".
This hook displays the number of unique products added to a user's basket, with the number rounded to a whole number.

Functionality Affected: Basket Summary content managed web page area
Impact: Minor

TOT-3125 - Settings to control the pixel dimensions for product flag images

Within the Administration Centre, under the Inventory menu, in the Images settings interface, a new section has been added labelled "Product Flag Icon Image Settings" that allows the administrator user to configure the pixel dimensions for the small and large sized product flags.
Additionally the admin user can set the method for how the images are resized, and if any cropping occurs.
Note that after changing these settings the administrator user would have to upload the product flag images for the settings to come into effect.

Functionality Affected: Product Flag Image Upload, Image Settinsg Administration Centre interface
Impact: Normal

TOT-3127 - Order Checkout/Submission content managed web page area to automatically select the payment type when only one payment method is assigned to the user's account

On a content managed web page containing an Order Checkout/Submission area, or a Guest Order Checkout/Submission area, both areas have been modified so that if there is only one payment type available for the user to select when setting the order's details, then that payment type will be automatically selected when the order details form displays in the area.

Functionality Affected: Order Checkout/Submission area, Guest Order Checkout/Submission area
Impact: Normal

TOT-3129 - Allow users to enter hyphen characters into Email Confirmation field on the Order Details page of the Trade interface

Within the Trade interface, after a user has gone to the View Basket page, then clicked the Next button, on the Order Details page the user is now able to enter the hyphen character into the Confirmation Email field.
Previously the user was not able to enter a hyphen character into the Email field.

Functionality Affected: Order Details Trade interface page
Impact: Normal

TOT-3131 - All Emails sent out to set the sent date with the message data

For any Email sent out by the TOTECS platform, the send date is now set in the Email's messsage. This helps the Email pass incoming SMTP servers which may have rules to reject Emails that don't have the sent date set.

Functionality Affected: Email Sending
Impact: Normal

TOT-3132 - Settings to allow product and category images to be re-sized and cropped to exactly fit dimensions for image sizes

We have created a new the way that category and product images are resized when uploaded into a TOTECS project, either when being uploaded through the Administration Centre, or through the Connector.
This new resizing method called "Resize And Crop To Fit" will resize an image so that it exactly matches the pixel dimensions set for the different image sizes. In order to do this the image resizing process may crop out parts of the image to make it exactly fit the image dimensions.
Within the Administration Centre, under the Inventory menu, in the Images settings interface, under the Product Image Settings, Category Image Settings, and Product Flag Image Settings sections, new settings labelled "Image Resizing Method" have been added. Two options are available for these settings, they are:

 

  • Resize
  • Resize And Crop To Fit

These settings are used to resize product, category, and product flag images when the are uploaded from the Administration Centre, Connector image imports, or through the Bulk Image Resizing feature.
Previously when a product, category image, or product flag was uploaded, the platform only supported the resizing and scale up or down the image to fit within the set dimensions. This meant that unless the image width/height ratio exactly matched the set dimension ratio, then image heights or widths would be smaller than the set dimensions. Because of this images could be of several different widths and heights.
If this setting is changed to "Resize And Crop To Fit" the platform will now have the ability to resize and scale and image up or down, as well as crop the sides of the image so that all images exactly fit within the set dimensions.
If the Resize And Crop To Fit setting is turned on, then the setting underneath it in the Image settings admin interface labelled "Image Resizing Cropping Position" will be used to determine how images are cropped when the aspect ratio does not exactly match the pixel dimensions for each image size. This "Image Resizing Cropping Position" setting can be configured to one of 9 values which position where the bounding box is anchored over the image. Anything that does not fit within with the bounding box will be cropped out of the image.
So for example if an image with the pixel dimensions 150w x 100h needs to be resized to be 100w x 100h, and the "Image Resizing Cropping Position" setting is configured to Top Left. Then 50 pixels will be cut off from the right hand side of the image to make it fit within the 100 pixel width. If an image contains the pixel dimensions of 100w x 150h then and the setting was configured to Top Left, then the bottom 50px of the dimension would be cut off to make it fit.
Using these two settings allows images to be guaranteed to fit in the pixel dimensions set for different image sizes of product, category, and product flag images, which helps content managed website layouts look visually consistent.

Functionality Affected: Product, Category, Product Flag image import process
Impact: Normal

TOT-3137 - Set additional product fields in "Product Description Field For Orders" setting to control the product description in orders sent to the Connector

Within the Administration Centre, under the Stores menu, in the Order settings interface, for the "Product Description Field For Orders" we have added the following product field to the options:

  • "Product Code"
  • "Name"
  • "Brand"
  • "SEO Code"
  • "barcode"
  • "Inner Barcode"

This allows different product data to be placed into the order product description field when an order is sent to the Connector.

Functionality Affected: Store Settings Administration Centre interface, order submission process
Impact: Normal

TOT-3141 - Emedia Messaging Admin Centre interface shows the completion percentage of Emedia Emails being sent out

Within the Administration Centre, under the Marketing menu, within the Emedia Messaging interface, once a user has clicked on the Send button for an Emedia Email, then clicked on the Send button in the Send Emedia Email dialog, in the Status column of the Emedia being sent, a bar graph with display behind the processing status.
Every 30 seconds the bar graph will update to show the percentage of Emails that have been processed. This provides a visual way for the Administrator user to know how many Emails have been sent out, and how many Emails are still to send out.
Note that if the Admin user logs out, then logs in again and views the Emedia Email interface, that the graph will no longer display. This is because the user no longer has the same session as the session that is sending out the data, and as such has no access to the progress status dadta.

Functionality Affected: Emedia Messaging Administration Centre interface
Impact: Normal

TOT-3142 - Cloning of existing Emedia items within the Emedia Messaging Admin Centre interface

Within the Emedia Messaging interface of the Administration Centre there is now the ability to clone a Emedia item so that a new Emedia item can be created that contains the same configurations, and messsage information from another Emedia item.
Within the Administration Centre, under the Marketing menu, within the Emedia Messaging interface a button labelled "Clone" has been added beneath the Emedia table.
Once a user has clicked on an Emedia row, then clicked on the Clone button, a new Emedia item will be created that contains all the same settings as the Emedia that was selected. The new Emedia will be renamed with the text " (Cloned)" appended to its name to denote the newly created Emedia item.
If the Emedia was an Email that had Rich Text messaging to turned on and was associated to a content managed web page, then that content managed web page would be cloned as well to ensure that if the content of the old Emedia Email is does not change when the new Emedia Email is modified.

Functionality Affected: Emedia Messaging Administration Centre interface
Impact: Normal

TOT-3146 - Product, Category, and Product Flag Image settings moved to Images Administration Centre interface

We have moved several of the Product and Category image settings to now all be located in the one place within the Administration Centre. This makes its easier for usability, as well outlines how the same settings affect images being uploaded from different places.
Within the Administration Centre, under the Inventory menu, in the Image Settings interface 3 new sections have been created called Product Image Settings, Category Image Settings, and Product Flag Image Settings.
For each section there are settings control the pixel dimensions for each sized image, as well as settings to how the images are resized, and if the images get overwritten when imported.
These settings have been removed from the Product Image Import and Category Image Import admin interface.

Functionality Affected: Image Settings Administration Centre interface
Impact: Minor

TOT-3147 - Additional fields to sort products by with the "Product Sort Field" setting

We have added more options on which field can be used to sort products in many aspects of the Trade interface, and content managed websites.
Within the Administration Centre, under the Stores menu, in the Product Search settings interface, for the "Product Sort Field" setting the following product field options have been added:

  • SEO Code
  • Barcode
  • Inner Barcode
  • Brand
  • Description1
  • Description2
  • Description3
  • Description4
  • Class
  • Supplier
  • Stock Quantity

Note that this controls the ordering of products in several places within the Trade interface, and content managed web page areas.

Functionality Affected: Product Search Administration Centre interface
Impact: Normal

TOT-3148 - News Comment Form content managed web page area to send out Email notifications to other users when a comment is posted

On a content managed web page that contains a News Comment Form content managed web page area, when a user posts a comment, Emails will now get sent out to all other users who have posted on the same news/blog item.
Within the Administration Centre, under the Users menu, within the Search Users interface, upon finding a user and clicking on their Login ID, in the User Details interface we have added the setting "Receive News/Blog Notifications" which controls if the user is allowed to receive news/blog item comment Email notifications. The setting has 3 values:

  • Yes - The user will receive Email notifications for any comments associated with News/Blog item they created, or comment on.
  • Only For Own Created News/Blog Items - The user will receive Email notifications only when another user comments on a News/Blog items they created.
  • No - The user will not receive any News/Blog Item comment Email notifications.


Functionality Affected: News Comment Form content managed web page area.
Impact: Normal
 

Bug Fixes

TOT-3113 - Users unable to send out verified Emedia Emails within Emedia Messaging Admin Centre interface

Within the Administration Centre, under the Marketing menu, within the Emedia Messaging interface, if an Emedia Email was being sent out to 1000+ Emails its was possible that an error would display advising that the Emedia could not be found, and the Email send would fail and stay on the VERIFIED status.
We have modified Emedia Email sending process to ensures that the sending process cannot get stuck at the verified stage if different servers in the backend are being used to validate and and send out the Emedia Emails.

Functionality Affected: Emedia Messaging sending process
Impact: Major

TOT-3136 - Product Short Add dialog within the Trade interface still displays the exact stock quantity when the maximum stock threshold setting is turned on

Within the Trade interface, when a user had opened the Product Short Add dialog from either the Home page, or from the Product Search Listing page, the dialog would incorrectly display the exact stock quantity of the product when it should have been displaying the upper stock quantity threshold, if the "Limit Stock Quantity To An Upper Value" setting has been turned on from within the Products settings interface within the Administration Centre.
We have modified the Product Short Add dialog to ensure that the stock quantity is capped to the maximum level based on the "Limit Stock Quantity To An Upper Value" and "Stock Quantity Upper Threshold" settings within the Products settings interface within the Administration Centre.

Functionality Affected: Product Short Add Trade interface dialog
Impact: Normal

TOT-3139 - Combination CSV text file data import doesn't convert web product into combination product when component child product are assigned

Within the Administration Centre, under the Data menu, within the Data Imports interface, upon clicking the Upload File button for the Product Combinations text file import, when the data is importing if a product was previously assigned as a combination product, but then it was changed back to be a web product, the data import will not change the product's type back to a Combination product.
The Product Combinations text file data import has been modified so that if a product is being assigned as a parent combination, the import routine will check to see if the product is marked as a combination product, if it is not then it will be updated to be assigned as a parent combination product.

Functionality Affected: Product Combinations text file data import
Impact: Normal

TOT-3144 - Unable to display details of payment within the Payments Admin Centre interface after searching for payments

Within the Administration Centre, under the Stores menu, in the Payments interface, after a user had clicked on the Search button, then clicked on the Details button of a payment record, the Payment Details dialog was not displaying.
We have modified the Payments Administration Centre interface to ensure that the Payment Details can be shown after the payments table has been reloaded.

Functionality Affected: Payments Administration Centre interface
Impact: Normal

TOT-3145 - Credit card payment transaction number does not match the payment ID

When a custom credit card payment was made from within the Administration Centre's Payments interface, or a invoice is paid via credit from the Account Enquiry feature within the Trade interface, or content managed web page areas, the payment's transaction number was not matching the payment ID. This was confusing since if the payment was submitted to the Connector, then the Connector's payment correctly displayed the payment code, but that does not match up with with the TOTECS platform.
We have modified the payment process to correctly generate a Payment ID and reference it when the payment record is sent to the Connector. This issue was caused by the new High Availability server architecture that no longer generates sequential IDs when creating payment records, and the transaction number assigned to the payment was not reflecting this.

Functionality Affected: Credit Card Payments
Impact: Normal

 

TOTECS Platform Release 9.05.5

New Features

TOT-3089 - Shopping List Products Import Form content managed web page area

On a content managed web page a new area has been created called Shopping List Products Import Form, that allows the products in a user's basket to be imported into an existing, or new shopping list. This is the same functionality that has been available within the Trade interface.
The area works by allowing a user to choose from a drop down of existing shopping lists, or the option to create a new shopping list.
If the user is creating a new shopping list then they can set a name and description for the shopping list in the area.
Once the shopping list has been chosen then they can press a button or link that will import all of the products currently in the user's basket into the new, or existing shopping list.
If the products have been successfully imported than the area will update with a configurable message that tells the user that the import process succeeded, and provide a link to a web page that can show the details of the shopping list.
If the products failed to import then the area will update an display a configurable message that shows that the import failed.
This area will only display in a content managed web page when a user is logged in.

The area contains three formats, these are:

  • "Shopping List Product Import Form": Displays a form that allows a user to create a new shopping list, or choose an existing shopping list to import the products into.
  • "Shopping List Product Import Success Message": Displays in the area after the user has submitted the request to import the products, and they have successfully been imported.
  • "Shopping List Product Import Failure Message": Displays in the area after the user has submitted the request to import the products, but the products could not be imported.

Within the Administration Centre's Web Page Editor, when modifying the area it contains one configurable input labelled "Shopping List Products Page". This allows the web page to be chosen that will be used to generate a URL utilised in the "Shopping List Product Import Success Message" format to allow the user to be redirected to the shopping list that the products have been imported into.

Functionality Affected: Shopping List Products Import Form content managed web page area
Impact: Normal

 

Improvements


TOT-3082 - Round order surcharge pricing when added to basket and orders

When a user is creating an order through the Trade interface, or within a content managed web site, at the time the order's details are given and order's surcharges are calculated, the calculated surcharge values are now rounded to the same number of decimal places that product pricing is rounded to.
Previously the surcharge pricing was always rounded to 4 decimal places, which could cause issues when the pricing was imported with sales order data into external business systems.

Functionality Affected: Order Surcharge Calculations
Impact: Major

TOT-3091 - Assign or unassign contract flags to products when a product is added to a local contract through the Customer Account Contracts admin interface

Within the Administration Centre, under the Users Menu, with the Customer Account Contracts interface, when a user adds a product to a contract, flags will now be applied to the product based on the flags assigned to the contract that the product is being added to.
Conversely if a product is removed from a contract, the flags associated with the contract that the product is being removed from will be unassigned from the product being removed.

Functionality Affected: Contract Product Flags
Impact: Normal

TOT-3110 - Settings to customise the labels for volume discounts in the Trade interface

Within the Trade interface, in the Product Search Results page, and on the Product Details page, we have created settings that allow the volume discount dialog, and label in the search listing to be customised.
Within the the Administration Centre, under the Inventory menu, in the Products Settings interface, under the "Trade Product Details Page" section the following settings have been added:

  • Volume Discount Button Label - Sets the label of the volume discount button in the product search table with the Trade interface
  • Volume Discount Dialog Heading - Sets the label of the volume discount dialog that displays within the Trade interface.
  • Volume Discount Section Heading - Sets the heading of the volume discount section within the Volume Discount dialog, and Product Details page within the Trade interface.

Functionality Affected: Product Search Results, Product Details Trade interface pages
Impact: Normal

TOT-3114 - Saving an existing news/blog item within the News/Blogs administration interface to not reassign the user who created the news/blog item

Within the Administration Centre, under the Marketing menu, in the News/Blogs interface, we have modified it so that when an administrator user saves an existing news/blog item, that it does not change the user assigned to the item.
Previously the platform would assign the administrator user modifying the news/blog item to it.

Functionality Affected: News/Blogs Administration Centre interface
Impact: Normal

TOT-3119 - Guest users to be able to set letters and numbers in postcode field of Guest Order Checkout/Submission content managed web page areas for allowed countries

On content managed web page that contains a Guest Order Checkout/Submission area, when guest users are entering the address details of an order, they are now allowed to enter both letters and numbers in the post code field, when the country that they have chosen allows postcodes with alpha numeric characaters.
The chosen countries that support alpha numeric post codes are:

  • ARGENTINA
  • BRUNEI DARUSSALAM
  • CANADA
  • IRELAND
  • JAMAICA
  • MALTA
  • NETHERLANDS
  • PERU
  • SOMALIA
  • SWAZILAND
  • UNITED KINGDOM
  • VENEZUELA

Functionality Affected: Guest Order Checkout/Submission content managed web page area
Impact: Normal

TOT-3124 - Copying products from a user's basket to a shopping list within a Shopping List Products Import Form content managed web page area to set the parent combination product in product links

On a content managed web page that contains a Shopping List Products Import Form, when a user imports products from their basket to a shopping list, the ID of the parent combination product is now copied with the product data.
This then allows the Shopping List Products area that displays a link for the product using the $shoppinglist_product_view_link$ hook in the Shopping List Product Record format to link to the parent combination product.
Additionally if products from a shopping list are imported into the basket then any parent combination data is imported with the products to allow product links in the Basket Products Listing area to link to the parent combination product.

Functionality Affected: Shopping List Products Importing, Shopping List Products Basket Importing
Impact: Normal

TOT-3126 - Shopping List Products content managed web page area to display product quantity as decimals based on project settings

On a content managed web page area that contains a Shopping List Products area, it has been modified so that the "shoppinglist_product_quantity" hook embedded within the Shopping List Product Record format will now display the quantity rounded to the amount of decimal placed, based on the project settings "Decimal Quantities" and "Quantity Decimal Places" set within the Product Settings interface under the Inventory menu in the Administration Centre.

Functionality Affected: Shopping List Products content managed web page area
Impact: Normal

 

Bug Fixes



TOT-3071 - Image hooks with Category Listing Header content managed web page area format not displaying data

On a content managed web page displaying any category area using the Category Listing Header format, if the format had embedded the cat_image_large, cat_image_link, or cat_image hooks, these hooks would not display any image data.
We have modified the format's hooks list so that the "cat_image_large","cat_image_link","cat_image" hooks are no longer listed, since these hooks are not used by the format.

Functionality Affected: Category content managed web page areas
Impact: Minor

TOT-3075 - Taking a long time for the User Details Administration Centre to display

Within the Administration Centre, under the Users menu, within the Search Users interface, after a user search found users and the administrator clicked to view the details of the user, the Users Details page would take a long time to load. Additionally in the Search Users interface if the Last Logged In Date is selected for the found users, it too could cause the user search to take a long time to load.
We have optimised the user search, and obtain details of the user to be able to more quickly lookup and obtain data when the user's last login date and order date data was being obtained.

Functionality Affected: User Search, User Details Administration Centre interfaces
Impact: Major

TOT-3078 - Sales rep users in the Trade interface cannot add products to basket for a customer account that does not any addresses assigned to it

Within the Trade interface, when a user who is marked as a sales rep user uses the Repspace page to assign a customer account. If the customer account contained no addresses assigned to it, then when the user tries to add a product to the basket for the account, a message would display advising that the product does not exist.
Sales Rep feature page has been modified to correctly assign the sales rep user to the chosen customer account, even if the account does not have any address associated with it. Previously the user was notified that they were assigned to the account, when in actual fact the price level associated with the account was not associated with the user.

Functionality Affected: Sales Representative Trade interface
Impact: Normal

TOT-3080 - Purchase Order Number field is still being pre-filled in Order Checkout/Submission content managed web page area when the user's facility permission role does not allow the field to be pre-filled

On a content managed web page containing a Order Checkout/Submission area. If a user was assigned to a Facility Permission Role that had its "Prefill Email field in Order Details" permission set to Deny, the purchase order number field would still incorrectly be pre-filled with the value set for the previous order that was submitted by the user.
The Order Checkout/Submission and Guest Order Checkout/Submission content managed web page areas have been modified to ensure that they do not pre-fill the purchase order number field within the Order Details format if the user facility permission role does not allow it. Previously the area was not looking at the permission which would cause the field to always be pre-filled with the previous order.

Functionality Affected: Order Checkout/Submission and Guest Order Checkout/Submission content managed web page areas
Impact: Normal

TOT-3081 - Inventory role permissions unable to be regenerated when a inventory role contains permission overrides applicable to top level categories

Within the Administration Centre, under the Users menu, within the User Permissions interface, when generating the Inventory Role Permissions, the re-generation process was failing if a inventory role has the View Product permission set to deny, then it also contains an override that allows products to be viewed that are associated to a top level category.
We have modified the Inventory Role Permissions Re-generation process to correctly ensure that all inventory role category permissions are calculated correctly if a top level category has permission to be seen by users associated with the inventory role. Additionally we have made sure that the re-generation process can correctly calculate permissions for categories when categories contain full stop, and square bracket characters. If a category had either of these characters then the category may not have been able to show for the user.

Functionality Affected: User Permissions Regeneration Process
Impact: Major

TOT-3084 - Unable to upload images to content managed website libraries from News/blogs Administration Centre interface

Within the Administration Centre, under the Marketing menu, in the the News/Blogs interface, when editing the details of a news item, after a user had clicked on the Library Images icon then tried to upload an image to a content managed website image library, the uploader showed an icon that reports that the file failed to upload.
This bug was caused by the bug fix from TOT-2954. We have modified the library image file upload process within the Administration Centre to correctly ensure that image files can be uploaded to a content managed website library from within the News/Blogs admin interface, as well as the content managed websites libraries interface.

Functionality Affected: News/Blogs admin interface, Websites libraries admin interface.
Impact: Normal

TOT-3087 - Emedia Email text message editor not displaying loaded text across multiple lines within Emedia Message Administration Centre interface

Within the Administration Centre, under the Marketing menu, within the Emedia Messaging interface, after a user clicked on the Set Message button against an Emedia Email, then clicked the Modify Text Message button in the Configure Email Message dialog, if the text message previously contained text spanning multiple rows in the editor, all the text displayed on one row in the editor, and any new line characters had been stripped from the message.
We have modified the Configure Email Message Dialog so that new line characters are correctly set within the editor. Additionally we have modified the saving process of the Emedia to correctly handle special characters such as slashes, ampersands, angle brackets so that they are correctly set when the Emedia Email is sent to the user in plain text form.

Functionality Affected: Emedia Messaging Administration Centre interface
Impact: Normal

TOT-3088 - Categories connector data import is not assigning all active products to categories if the imports finds products that do not exist

Within the Administration Centre, under the Data menu, in the Data Imports interface, after running a Categories Connector data import, it was possible that products were not all being assigned to all categories, even though the product - category mappings were being exported correctly from the Connector software.
When a Categories data import is run and each of products assigned to a category in the data was being processed, if the import process found a product assigned to a category that does not exist in the TOTECS project, then it would log an error and not try to process any more products for the given catepory. Instead the import process would skip to the next category. Because of this product-category mappings were not being created or updated for some products.
We have modified the Categories Connector Data Import so that it now correctly continues assigning products to a category after it finds a product does not exist when the product-category mapping is being imported into a TOTECS project.

Functionality Affected: Categories Connector Data Import
Impact: Normal

TOT-3094 - Inventory role permissions unable to be regenerated when a category is assigned to a parent category that does not exist

Within the Administration Centre, under the Users menu, within the User Permissions interface, when generating the Inventory Role Permissions, the re-generation process was failing if a inventory role had the View Product permission set to deny, then it also contained an override that allows products to be viewed that are associated to categories that have a parent category ID set that does not link any category that existed.
We have modified the permissions re-generation process so that it now correctly calculates the categories that can be viewed by an inventory role, and ignores adding parent categories that are set with a parent ID of a category that does not exist.

Functionality Affected: Inventory Role Permissions Regeneration process
Impact: Major

TOT-3095 - Redeemable Deal Products Listing content managed web page area embedded in sent Emedia Email contains hooks that does not allow users to add products to basket

On a content managed web page containing a Redeemable Deal Products Listing area. If the web page was assigned to an Emedia Email and sent out to users, in the area's Redeemable Deal Product Record format, if the hooks "product_basket_add_onclick" or "product_basket_quantity_input" were embedded in the format, then when the user tried to use these hooks to add a product to basket from their Email client, the user would not be able to.
We have modified the Redeemable Deal Products Listing area so that if it is embedded and sent out in an Emedia Email, that the hooks "product_basket_add_onclick" or "product_basket_quantity_input" are embedded in the Redeemable Deal Product Record format will be empty when displayed to the user.
Additionally we have added a description about the hooks the explain to Administrator users within the Edit Web Area Format dialog in the Websites Administration Centre interface that these hooks will be left empty when used in an Emedia Email.
Email clients will not allow users to add products to basket, and their is no capability since an Email client cannot log in a user, create a user session, then add a product to basket.

Functionality Affected: Redeemable Deal Products Listing content managed web page area
Impact: Normal

TOT-3099 - Basket total not updating on My Basket Trade interface page after a user has added a product to basket by redeeming a deal

Within the Trade interface, on the My Baskets page, after a user had added a product to basket by clicking on the Redeem button against a deal that displays in the Redeem Deals panel, the product row was added to the basket table, however the subtotal that displays under the table was not being updated with the new basket total.
We have modified the Deal Redemption panel so that after a user clicks on the Redeem button of a deal and the product is added to basket, that the subtotal is refreshed.

Functionality Affected: My Basket trade interface page
Impact: Major

TOT-3100 - Unable to save a content managed web page template that contains a name with more than 30 characters

Within the Administration Centre, from the Websites menu, within the Websites interface, upon right clicking on a web page template and clicking on the Properties menu item, in the Webpage Template Properties dialog if a user clicked on the Edit link, then clicked the Save And Continue button in the Edit Webpage Template Content dialog, if the template's name contained more than 30 characters than an error dialog would display and not allow the contents of the template to saved.
We have modified the Websites Administration Centre interface to limit the amount of characters that a user can set for a web page template name to 45 characters.

Functionality Affected: Websites Administration Centre interface
Impact: Normal

TOT-3102 - Global area container exclusion list not getting updated for a web page template after its content has been updated through the source code editor

Within the Administration Centre, under the Websites menu, within the Websites interface, upon clicking on a web page template, in the Webpage Template Properties dialog if an admin user clicked on the Edit link, then within the Edit Webpage Template Content dialog the admin user added a global container hook to template then clicks on the either of the Save buttons, then when a content managed web page assigned to the template is viewed, the global container's areas would still not display on the web page.
We have modified it so that when an administrator is editing a web page template in the source code editor, upon clicking on either of the save buttons it will now recalculate the global areas that do not exist within the template and can be excluded from being drawn when a content managed web page is viewed using the modified template.

Functionality Affected: Websites Administration Centre interface
Impact: Normal

TOT-3104 - Order approval message in sent Email notification incorrectly displays login ID of the user who created the order instead of the managing user who approved the order

Upon a user creating an order in either the Trade interface, or through a content managed website, if the order was submitted as pending, and required by a managing user to approve the order using the Purchase Manager Approval feature, then once the manager had approved the order, the Email notification that was getting sent to the user who created the order incorrectly displayed the message advising that the user who created the order had approved the order and submitted it.
We have modified the order approval process so that now when a managing user approves or declines an order, in the Email notification that is sent to the user who created the order, the "order_approval_message" hook set the "Pending Order Manager Resolution Email Message Format" setting placed into the Email message, now correctly advises that a manager approved the order. If a managing user approves the order the message hook will refer to the manager as "Your Manager...", however if the order was submitted to a specific user for review then the message hook will display "The User [User_Login_ID]...".

Functionality Affected: Pending Order Approval Email Notification
Impact: Normal

TOT-3105 - Setting the default region for one content managed website causes default regions for other content managed websites to no longer be assign as default regions

Within the Administration Centre, under the Websites menu, in the Websites interface, upon opening the Website Detail interface for a given content managed website, if a region was created or modified and is set to be the default region, then if other content managed websites exist in the TOTECS project that contained default regions, then these regions would no longer be assigned as the default.
We have modified the region creation and updating process to make sure that is a region is being set as the default, it does not cause default regions for other content managed websites to no longer be marked as the default region.

Functionality Affected: Websites Admnistration Interface
Impact: Major

TOT-3107 - Details of an account enquiry invoice cannot be loaded when the invoice contains a hash character in its ID

After a user has logged into the Trade interface, from within the My Accounts page, inside the Invoices tab, after a list of invoices has loaded for the user's assigned customer account, upon the user clicking to view the details of an invoice that contains a hash character in the invoice ID, the details of the invoice failed to show.
We have modified it so that the when the the details of an invoice are requested to be open in a new browser window, that the ID of the invoice passed into the browser's URL is correctly handled when any special characters are contained within the ID, including hashes, equal operators, ampersands, and slashes.

Functionality Affected: My Accounts Trade interface page
Impact: Normal

TOT-3111 - No products able to be imported from shopping lists into a user's basket when the user does not have permission to add at least one product

Within the Trade interface, or on any content managed web page containing a Shopping List Listing, or Shopping List Products areas, if all of a shopping list's products are attempted to be imported into a user's basket, no products would be added to basket if one of the products could not be added to the basket because the user does not have permission to add it.
Within both the Trade interface, and content managed websites, we have modified the shopping list products basket import process to now attempt to import all products into the basket, and ignore products that could not be added because the user did not have permission to do so.
Previously if one product could not added to basket it would cause the product importing process to stop and revert any changes.
This issue would affected by a user not being able to add a product to basket because they did not have inventory role permission that allowed it to do so, or the product was no longer active, or it was a parent combination product.
This same issue would cause order products to not be imported, as well as contract products.

Functionality Affected: Shopping List Product Basket Import, Ordered Products Basket Import, Contract Products Basket Import processes
Impact: Normal

TOT-3112 - Within the Trade interface the My Details page displays the primary billing address of a user's assigned customer account instead of the sales rep user's account in use

If a sales representative user logs into the Trade interface, within in the Sales Representative after the salesrep user chose to use a different customer account, then if they viewed the My Details page, the Account Billing Details area incorrectly displayed the primary address of the customer account assigned to the user, as opposed to the address of the customer account in use for the sales rep.
We have modified the Account Billing Details section so that it displays the details of the customer account that a sales rep user is currently using.
Additionally we have modified the Change Of Account Details Request dialog to also display the details of the current account in use.
Lastly we have modified the page to allow the address 4 and address organisation name fields to display if these fields have been turned on.

Functionality Affected: My Details Trade Interface page
Impact: Normal

TOT-3115 - Within the My Details page of the Trade Interface a user is unable to save an existing address when address4 an organisation fields are turned off

Within the Trade interface, within the My Details page, if a user had selected from an existing address, then clicked the save button, the address would be unable to save if the project did not have either the address 4 or organisation fields turned on.
We have modified the address saving process to ensure that it does not try to validate either the address 4, or organisation fields of an address if these fields have not been turned on from within the Stores General Settings interface within the Administration Centre.

Functionality Affected: My Details Trade Interface page
Impact: Normal

TOT-3116 - Within the My Details page of the Trade Interface the delete button incorrectly shows for an account address that they are unable to delete

Within the Trade interface, within the My Details page, if a user had selected from an existing address that was assigned to the user's customer account, the delete button would display and allow the user to try and delete the address. However if they had clicked on the delete button the server would not allow the address to be deleted.
We have modified it so that if a customer account address is chosen from the address drop down that the delete button does not display, ensuring the user cannot delete an customer account address, since these addresses are typically controlled in external business systems.

Functionality Affected: My Details Trade Interface page
Impact: Normal

TOT-3122 - Uploading an image within the Edit Image Library Admin interface is causing the file name to change to all lowercase letters

Within the Administration Centre, in the Websites interface, once a user had clicked on an image library, in the Edit Image Library interface if a user had clicked on the browse button to upload an image, then chose an image file that contained upper case letters, when the image file was uploaded the file name changed to lowercase letters. This can be an issue if content managed web page area formats use different data to create a link to the library's image URL (such as placing a category code within the URL of an image) but because the image URL does not exactly match the file name's case, it causes the image links to break.
We have modified the single image upload form to not set image files names to be all lower case any more.

Functionality Affected: Websites Administration Centre interface
Impact: Normal

TOT-3123 - Within the Trade interface the search forms displaying attributes as drop down range elements are not containing lists of values

Within the Trade interface, on the Home page, if an attribute search form was displaying on the page that contain an attribute that displayed a drop down range, the attribute values of the drop downs were not being filled, even though products contained a number of attribute values for the drop downs.
This issue was caused by the migration of the TOTECS platform onto the high availability server infrastructure. We have modified all projects to ensure that the attribute search form correctly displays values when showing an attribute's values in a drop down range.

Functionality Affected: Product Attribute Searching
Impact: Normal
 

TOTECS Platform Release 9.05

New Features


TOT-3013 - Locations Administration Centre Interface

Within the Administration Centre we created a new interface called Locations that allows administrator users to see the locations and product stock levels that are assigned to each location.
Previously this data was hidden behind the scenes and only viewable to the Trade users if the TOTECS project was configured to do so. Now administrators can access the data, and create new locations, as well as set products and stock quantity data.
Within the Administration Centre, under the Inventory menu there is now a link to the Locations interface.
Within the interface it displays a table that lists all the locations within the project. Upon clicking in the details button the admin can view the details of the location, as well as update details.
If the admin clicks on the products button then they view all the products assigned to location, as well as the stock levels.
If the admin user wishes to alter the stock levels they can press the Modify button, then set the updated stock levels and save them. Additionally users can add and remove products from a location, or delete the location itself.
Two new permissions have been added the Admin Permission Role, these are:
  • "Locations View": Allows the admin user to view the Locations admin interface, and all the data within it.
  • "Locations Modify": Allows the admin user to modify the locations, products assigned to locations, and product stock levels, as well as delete these assets.

Functionality Affected: Locations Administration Centre interface
Impact: Normal


TOT-3027 - Make/Model Administration Centre interface

The make/model feature has existed for over 4 years in the platform and allows trade users and users assigned to content managed websites to find products that associated to a given model. An example of this is could be a user looking up their car model to find products specifically related to it, such as windscreen wiper blades, or types of lights.
Previously for administrators to manage all the make/model product data it required the Model Parts Database Application to be installed and setup on Windows computers seperately from a TOTECS project, and integrated into it.
Now we have created an interface within the Administration Centre that allows the Make/Model data to be setup, viewed and managed. This can make it easier for admins to setup the data within a web browser, which can be accessible from any device connected to the internet. For existing projects using the Model/Parts Database Application this new interface also allows admins to check that the correct data is being imported into a project.

Within the Administration Centre, under the Inventory menu there is now a link to the Make/Model interface.
Within the interface it displays a table that lists all the makes within the project. Upon clicking in the details button the admin can view the details of the model, as well as update details.
If the admin clicks on the products count then they view all the products assigned to model, for a given category.
If the the admin clicks on the attributes count then they can see all the attribute values assigned to the model, as well as add, modify and delete attribute values.
If the Admin clicks on the View Makes button, then the Makes dialog will display with all makes within the project. Additionally the administrator can create, modify and delete makes from within the dialog.
Two new permissions have been added the Admin Permission Role, these are:
  • "Make/Model View": Allows the user to view the Make/Model admin interface, and all the data within it.
  • "Make/Model Modify": Allows the user to modify models, make, products assigned to the models, and attributes assigned to models.
Note that only once the Make/Model feature has been activated can administrator users access the Make/Model interface. Please contact us to activate this feature.

Functionality Affected: Make/Model Administration Centre interface
Impact: Normal


Improvements


TOT-3064 - List latest TOTECS forums posts on the Home interface of the Administration Centre

Within the Administration Centre, on the Home interface there is a panel on the right hand side that lists the last 5 posts or comments that were made within the TOTECS forums.
This allows the TOTECS community to be kept up to date on the latest topics being discussed within the forums.

Functionality Affected: Home Administration Centre interface
Impact: Minor


TOT-3070 - Import customer account address data faster with Connector data import

Within TOTECS API we have modified the Customer Account Address Connector data import to more quickly import the address data.

Functionality Affected: Customer Account Address Connector data import
Impact: Normal


TOT-2578 - Product Flag Types and Customer Account Contract Flags menu items within Administration Centre

Within the Administration Centre, under the Inventory menu there is now a link to the "Product Flag Types" interface that allows an administrator user to create, modify, and delete product flags.
Under the Users menu there is now a link to the "Customer Account Contract Flags" interface that allows administrator users to have the ability to assign flags to contracts.

Functionality Affected: Inventory and Users menus in Adminisration Centre interface
Impact: Normal


TOT-2664 - Address fields to store a fourth address field, and organisation name field

Within the Administration Centre, under the Stores menu, in the General Settings interface 4 new settings have been added, these are:
  • Address Field 4 Label: Label of the fourth address field that displays within the My Details and Order Details pages within the Trade interface, as well as in address saving error messages.
  • Show Address Field 4: If set to Yes then the fourth address field will display within the My Details and Order Details pages within the Trade interface, as well as within billing and delivery addresses that display in the Orders administration centre interface, and the Order Email notifications. Additionally if the setting is set to True then when a user fills out the address field it will be validated to see that the user entered a value.
  • Address Field Organisation Name Label: Label of the organisation name address field that displays within the My Details and Order Details pages within the Trade interface, as well as in address saving error messages.
  • Show Address Organisation Name: If set to Yes then the organisation name field will display within the My Details and Order Details pages within the Trade interface, as well as within billing and delivery addresses that display in the Orders administration centre interface, and the Order Email notifications. Additionally if the setting is set to True then when a user fills out the address field it will be validated to see that the user entered a value.
Within the Administration Centre's Users menu, inside the Search Users interface, after finding an user and clicking on their Login ID, in the User Details interface the fourth address field and the organisation name fields will display in the User Addresses panel.
Within the Administration Centre's Users menu, inside the Customer Accounts interface, after finding an account and clicking on the Addresses button, in the Customer Account Addresses dialog the fourth address field and the organisation name fields will display in the dialog.
Within the Administration Centre's Users menu, inside the User Registration Profiles interface, after clicking on the Profile Name of a registration profile, in the Profile Details interface under the Mandatory Registration Fields panel the following Registration Fields have been added:
  • Address Organisation Name: Sets if the organistaion name field must be filled out when a user registers, and the error message if they do not correctly fill out the field.
  • Address 4: Sets if the fourth address field must be filled out when a user registers, and the error message if they do not correctly fill out the field.
If an Connector addresses data import is run there is now the ability to imported the address 4 and organisation name fields associated with addresses set from within the Connector software.
In the following Content Managed Web Page Areas, hooks have been added for the fourth address field, and the organisation field to allow the address data to be displayed, or saved:
  • Guest Order Checkout/Submission area
    • Guest Order Details Form format
      • delvrnew_orgNameField: Text field to set the organisation name associated with the new delivery address
      • delvrnew_addressLine4Field: Text field to enter the fourth address field associated with the new billing address
      • billingnew_orgNameField: Text field to set the organisation name associated with the new delivery address
      • billingnew_addressLine4Field: Text field to enter the fourth address field associated with the new billing address
  • Order Checkout/Submission area
    • Order Checkout/Submission format
      • client_companyName: Name of the organisation associated with the primary address associated with the customer account assigned to the user.
      • client_address_line_4: Fourth address field associated with the primary address associated with the customer account assigned to the user.
      • delvr_addressOrgNameField: Text field to enter organisation name associated with the delivery address
      • delvr_addressLine4Field: Text field to enter the fourth address field associated with the delivery address
      • billing_addressOrgNameField: Text field to enter organisation name associated with the billing address
      • billing_addressLine4Field: Text field to enter the fourth address field associated with the billing address
      • delvrnew_orgNameField: Text field to set the organisation name associated with the new delivery address
      • delvrnew_addressLine4Field: Text field to enter the fourth address field associated with the new billing address
      • billingnew_orgNameField: Text field to set the organisation name associated with the new delivery address
      • billingnew_addressLine4Field: Text field to enter the fourth address field associated with the new billing address
    • Order Review format
      • _PO_AddressLine4: Fourth address field associated with the delivery address set for the order.
      • _PO_AddressOrgName: Name of the organisation associated with the delivery address set for the order.
      • _PO_MailAddressLine4: Fourth address field associated with the billing address set for the order.
      • _PO_MailAddressOrgName: Name of the organisation associated with the billing address set for the order.
    • Order Print Detail
      • _PO_AddressLine4: Fourth address field associated with the delivery address set for the order.
      • _PO_AddressOrgName: Name of the organisation associated with the delivery address set for the order.
      • _PO_MailAddressLine4: Fourth address field associated with the billing address set for the order.
      • _PO_MailAddressOrgName: Name of the organisation associated with the billing address set for the order.
  • User Registration area
    • User Registration format
      • organisation_name: Text field to enter the organisation name associated with the address that the user has entered.
      • address_line_4: Text field to enter the fourth address field associated with the address that the user has entered
  • User Details/Favourites/Orders area
    • Historic Order Record format
      • _AddressLine4: Fourth address field of the delivery address set for the order
      • _BillingAddressLine4: Fourth address field of the billing address set for the order
      • _DeliveryAddressOrgName: Name of the organisation in the delivery address that the order is being delivered to.
      • _BillingAddressOrgName: Name of the organisation in the billing address that the order is billed to.
    • User Detail Form format
      • accountAddressLine4Field: Field that allows the fourth address field of the address associated with the customer account assigned to the user to be displayed and changed by the user.
      • accountAddressOrgNameField: Field that allows the organisation name field of the address associated with the customer account assigned to the user to be displayed and changed by the user.
      • addressOrgNameField: Field that allows the organisation name field of the selected address to be displayed and changed by the user.
      • addressLine4Field: Field that allows the fourth address field of the selected address to be displayed and changed by the user.
      • addressnewOrgNameField: Field for the user to enter the organisation name of the new address.
      • addressnewLine4Field: Field for the user to enter the fourth address field of the new address.

Impact: Major


TOT-2873 - Redeemable Product Deals panel within My Basket page of trade interface to fit on same row as Quick Add panel in iPad tablets

Within the Trade interface, on the My Basket page if the Redeemable Product Deals panel is set to display, when the page is viewed in a iPad tablet device, the deals panel is being pushed underneath the Product Quick Add panel, instead of being right of it.
We have modified the width of the quck-add text box to be smaller, as well as reduced the min-width CSS style of the redeemable product deals panel so that the panel fits on the same row as the quick-add panel in iPad tablet devices.

Functionality Affected: My Basket Trade interface
Impact: Minor


TOT-3006 - Display customisable data column in Search Users admin interface

Within the Administration Centre, from the Users menu, in the Search Users interface we have modified the Search Users data table so that the company name column now displays a drop down in the column header that allows the user to choose a user field to display in the column. The administrator user can choose from the following fields.
  • Company Name
  • Name1
  • Name2
  • Name3
  • Display Name
  • Is Active
  • Is Temporary
  • Is Sales Rep
  • Interface
  • User Type
  • Currency
  • Receive Marketing
  • Last Logged In Date
  • Last Ordered Date
  • Password Expired

Functionality Affected: Search Users Administration Centre interface
Impact: Minor


TOT-3007 - Display Last Login Date and Last Order Date of users on User Details admin interface

Within the Administration Centre, under the Users menu, within Search Users admin interface, after clicking on the Login ID of a user in the Users Details interface we have added the fields labelled "Last Logged In Date" and "Last Ordered Date" to allow administrator users to see the dates that the user last logged in and ordered.

Functionality Affected: User Details Administration Centre interface
Impact: Minor


TOT-3017 - Allow empty values for basket product field values to not be set against the product in the basket for select, radio, and checkbox field elements

If Basket Product Fields have been setup for products that contain fields that display as either Select, Radio, or Checkbox form elements. There is the ability to not have the default option applied when a user adds a product to basket.
Within the Administration Centre, under the Stores menu, in Basket Product Fields interface, after clicking on the Set Basket Product Fields button, for a field if its Field Type is set to either "radio", "checkbox", or "select", then in the Default value if an option's value is set to [no_value], then if a user selects that option then the field value will not be added to the basket, or order.
EG. if the Default Value is set to [no_value]::label1|value2::label2 for a select
it will display 3 options, with the labels "label1", "label2"
If the user chooses label1, then the field value will not be added with the product, if the user chooses the label2 option, then value2 will be added with the product being added to basket.

Functionality Affected: Basket Product Fields Administration Centre interface, add-to-basket process
Impact: Normal


TOT-3018 - Settings to embed sales representative message into order Email notification

When an order has been submitted by a user marked as a sales representative and an Email notification is sent out, there is now the ability to display the details of the sales representative within the content of the Email.
Within the Administration Centre, under the Stores menu, in Order Settings interface I have added the following settings:
  • "Purchase Order Sales Representative Message": Allows the message that advises that a sales rep user submitted the order to display in the order attachment HTML of an order Email confirmation.
  • "Order Confirmation Email Sales Representative Message": Allows the message that advises that a sales rep user submitted the order to display in the Order Confirmation Email Format's $sales_rep_message$ hook.
  • "Order Confirmation Email Message Format": Modified to contain the following hooks
    • "sales_rep_contact": Contact name set against the sales representative ID, which is associated with the sales representative user who submitted the order. Left blank if a sales rep user did not submit the order.
    • "sales_rep_id": Sales Representative ID of the sales representative user who submitted the order. Left blank if a sales rep user did not submit the order.
    • "sales_rep_message": Message describing that a sales representative user submitted the order. Left blank if a sales rep user did not submit the order.

Functionality Affected: Order Settings Administration Centre interface, Order Email Notification send out
Impact: Normal


TOT-3019 - Product Flag Types menu item within the Inventory menu of the Administration Centre

Within the Administration Centre, under the Inventory menu we have added a menu item labelled "Product Flag Types" that links to the Product Flag Types interface.
This link makes it easier to get to the interface rather than having to navigate through the Inventory Editor

Functionality Affected: Inventory menu Administration Centre interface
Impact: Minor


TOT-3035 - Settings to customise the message and subject of Order Confirmation Email

When an order is submitted by a user from within the Trade interface, or through a content managed website, in the Order Confirmation Email that is sent out there is now the ability for administrator users to be able customise the data, and styling of the message that is displayed to the user when opening the Email.
With in the Administration Centre, from the Stores menu, within the Orders Settings interface, a setting labelled "Order Confirmation Email Message Format" has been added. Upon clicking on the Modify Format button, it will bring up a dialog that contains an editor that allows the content of the order confirmation Email message to be set. The editor also displays the data hooks that can be inserted into the format, and will be replaced with order data when the Email is sent out after an order has been submitted from within the Trade interface, or on a content managed web page.

Functionality Affected: Order Settings Administration Centre interface, Order Submission process
Impact: Normal


TOT-3047 - Settings to customise the message and subject of pending order notification Emails

When a user submits an order that must approved by either a managing user, or a users assigned to the order, the notification Emails that are sent out to the managing users, and user who created the order are now able to have the Email notification's content and subject customised.
Within the Administration Centre, under the Stores menu, within the Order settings interface a new section has been added labelled Order Notification Emails. This section contains the following new settings:
  • Pending Order Manager Resolution Email Subject: Sets the subject of the Email notification that is sent when an pending order has been approved or declined by an assigned managing user.
  • Pending Order Manager Resolution Email Message Format: Sets the content of the Email notification that is sent out when a managing user approves or declines a pending order. This Email is sent out to the user who originally created the order. Set HTML web page code in the format with hooks that will be replaced with order data.
  • Pending Order Reviewer Resolution Email Subject: Sets the subject of the Email notification that is sent when an pending order has been approved or declined by a reviewing user who was assigned to the order to approve or deny it.
  • Pending Order Reviewer Resolution Email Message Format: Sets the content of the Email notification that is sent out when a reviewing user approves or declines a pending order. This Email is sent out to the user who originally created the order. Set HTML web page code in the format with hooks that will be replaced with order data.
  • New Pending Order Email Subject: Sets the subject of the Email notification that is sent out when a new order has been submitted by a user that requires approval from a managing user. The managing user will receive this Email.
  • New Pending Order Email Message Format: Sets the content of the Email notification that is sent out when a new order has been submitted by a user that requires approval from a managing user. The managing user will receive this Email. Set HTML web page code in the format with hooks that will be replaced with order data.
  • Pending Orders Summary Email Subject: Sets the subject of the Email notification that is sent out to managing users that contains a summary of the number of orders in the project that require their approval.
  • Pending Orders Summary Email Message Format: Sets the content of the Email notification that is sent out to managing users that contains a summary of the number of orders in the project that require their approval. Set HTML web page code in the format with hooks that will be replaced with order data.

Functionality Affected: Order Settings Administration Centre interface, Order Submission process
Impact: Normal


TOT-3053 - Search for payments on different fields within Payments Administration Centre interface

Within the Administration Centre, under the Stores menu, in the Payments interface now allows users to search for payments based on a selected payment field.
In the Payments interface we have added a row labelled Search in the search form that allows the user to choose from a field to search on, then enter a search term in the text box to match on the selected field.
Administrator users can search on the receipt number, transaction number, customer account code, reference number, or amount fields.

Functionality Affected: Payments Administration Centre interface
Impact: Normal


TOT-3055 - Section for location settings within Stores Settings Administration Centre interface

Within the Administration Centre, under the Stores menu, in the General Settings interface a section has been labelled Locations that now contains the 3 settings that allows locations to be turned on, set the default location code against an order, and allow customer accounts to set the location code of an order when its submitted to a connected business system.

Functionality Affected: Stores Settings Administration Centre interface
Impact: Minor


TOT-3058 - Setting to show or hide the company name of an account assigned to an order within the Trade interface, Administration Centre, and Order Email Notifcation Attachment

Within the Trade interface, administration centre, or in the Email notification attachment that gets sent out when an order is submitted, there is now a setting that can allow the Company Name field of the customer account assigned to order to display or not on the order.
Within the Administration Centre, under the Stores menu, in Order Settings interface we have added the setting labelled "Display Account Company Name On Orders". This setting controls if the Company Name field for the customer account assigned to the order will display when viewing the details of an order within the Trade interface, Administration Centre, and on the Order Submission Email Notification attachment. The Company Name displays above the Billing Address, but only if the company name field contents any text.
The setting can be set for the following option:
  • "YES": Always displays the company name if set.
  • "NO": Never displays the company name if set.
  • "Trade Users Only": Only displays on orders that is assigned to a user who can log into the Trade interface.
  • "Content Managed Website Users" Only displays on orders that is assigned to a user who can log into a Content Managed Websites interface.
Previously the platform would only allow the Company Name display on orders that were assigned to a user who can log into the Trade interface.

Functionality Affected: Stores Settings Administration Centre interface, Order Detail interface
Impact: Normal


TOT-3059 - Format header, body, and spare1 fields with bold, new-line, tab, anchor tags and code blocks within the News/Blog Item and News Group Blogs/Items Listing content managed web page area

On a content managed web page area containing either a News/Blog Item or News Group Blogs/Items Listing content managed web page area we have added the ability to format the data contained within either the header, body, and/or spare1 fields of a news item area so that the data of the fields can have bold, new-line, tab, anchor tags, and code block text formatted.
For the News/Blog Item Record format the following hooks have been added:
  • heading_formatted: Hook displays the heading text that replaces and embeds extra HTML for code blocks, bold text, URLs, newline and tab characters.
  • body_formatted: Hook displays the body text that replaces and embeds extra HTML for code blocks, bold text, URLs, newline and tab characters.
  • spare1_formatted: Hook displays the Spare1 text that replaces and embeds extra HTML for code blocks, bold text, URLs, newline and tab characters.
Users creating news/blog items can embed the following text sequences into the news/blog item fields to have the text be formatted:
  • {code}text{/code} coverts the text into a code block div, that contains a div with the class "comment_markup_code_block"
  • #text# converts the text into a div, that contains a div with the class "comment_markup_bold"
  • If a URL is embedded in the comment and starts with http:// or https:// it will then be converted into an anchor tag.
  • Newline and tabs are now preserved in the message as well.

Functionality Affected: News/Blog Item, News Group Blogs/Items Listing content managed web page areas
Impact: Normal


TOT-3060 - Javascript functions in content managed web page API to allow area overlays to be displayed and hidden to third party javascript

On a content managed web page that loads third party javascript, we have modified the page's API to be able to call functions that can display or hide the overlays the appear over areas.
The javascript functions added to the API are:
  • TOTECS.retail.fs.showAreaOverlay(webPageAreaID, message)
  • TOTECS.retail.fs.hideAreaOverlay(webPageAreaID)
The two functions can be called like so:
<script type="text/javascript">
 TOTECS.retail.loader.loadFunction(function(){
 TOTECS.retail.fs.showAreaOverlay(119, "testing");
 TOTECS.retail.fs.hideAreaOverlay(119);
});
</script>

This example code would display an overlay on top of the web page's area that has the ID of 119, and display a message labelled "testing". The code would then immediately hide the overlay over this area.

Functionality Affected: Content Managed Webpage API
Impact: Minor


TOT-3062 - Setting to not display Product Group content managed web page area if no products display in the area

On a content managed web page displaying a Product Group area, there is now a setting so that it does not display its format in the area if no products are listed in the area.
Within the Administration Centre, under the Websites menu, in the Websites interface, upon clicking on a content managed web page that contains a Product Group area, in its Modify Area Window we have added a setting labelled "Show Area When No Products Are Listed", if set to No then the area's "Product Group Listing" format will not display if no products are found to display in the area.

Functionality Affected: Product Group content managed web page area
Impact: Normal


TOT-3063 - Wider dialog for editing web page area formats within the Websites Administration Centre interface

Within the Administration Centre, under the Websites menu, in the Websites interface when editing a web page area format in the Web Page Area Format dialog, the dialog has been widened to allow admin users to see the longer names of area hooks.


Functionality Affected: Websites Administration Centre interface
Impact: Normal


Bug Fixes


TOT-3001 - Customer Account Invoice Listing area on a secure content managed web page is not display last selected page when the user navigates back in the browser

On a secure content managed web page containing a Customer Account Invoice Listing area, if it was displaying the paginator and a user clicked on a different page from page 1, then clicked on a link to navigate away from the web page, if the user then clicked the browser's back button, the original page did not paginate back to the last selected page within the Customer Account Invoice Listing area.
The Customer Account Invoice Listing area has been modified to ensure that if a user navigates back to the web page using the browser's back button that the area will redraw itself and load the last selected paginator page. Previously the areas would not redraw themselves on secure content managed web pages.

Functionality Affected: Customer Account Invoice Listing content managed web page area
Impact: Normal


TOT-3002 - Basket product drop down field not showing any options in Product Details content managed web page area

On a content managed web page containing a Product Detail area, or through the Trade interface's short product add dialog, or on the product details dialog, if product basket fields were displaying for a product as a select list, drop down, checkboxes, or as radio options, the values of the form options would not display.
We have modified it so that when product basket fields display in a select drop down, or as checkboxes, or as radio options, that the values correctly display, and set any previous values. Previously the platform did not fully these field display types.

Functionality Affected: Product Detail, content managed web page area, Trade interface Product Short Add Dialog, Product Details Dialog
Impact: Normal


TOT-3011 - Unable to set a value to Accounting Field column in the Product Flag Types table within the Administration Centre

Within the Administration Centre, under the Inventory menu, inside the Product Editor interface, under the Flags tab, upon clicking on the Product Flags link, if a user clicked in the "Accounting Field" cell of a product flag, the user did not have the ability to set the ID of a product flag. The administrator user needed to have the ability to do this in order to link flags set in the business system to the project.
We have modified the "accounting field" to allow the admin to set a value for the field. Additionally we have re-labelled the field to be labelled as Flag Key.

Functionality Affected: Product Flags admin interface,
Impact: Normal


TOT-3014 - Products table in Category Trees administration centre interface being hidden behind footer bar

Within the Administration Centre, under the Inventory menu, in the Category Trees interface, if an administrator user clicked to edit a category, then clicked on the Products tab, the bottom half of the products table was hidden from view and did not allow all products assigned to the category to be seen.
We have expanded the height of the interface to ensure that the images, and products table can fully be seen.

Functionality Affected: Category Trees admin interface,
Impact: Normal


TOT-3015 - Parent kitted product displaying incorrect stock level on Product Detail Trade interface page

Within the Trade interface, after searching for a product, and clicking into it from the Product Search page, on the Product Details the stock level was not showing correctly, nor did it match the stock level displayed in the product search results table.
We have modified the way parent kitted product stock levels are calculated to ensure that they are consistent and factor in the lowest stock total of component products to define the stock level, based on the stock thresholds of the parent kitted product. This calculation occurs when a kitted product is flagged to calculate its stock based on its child products. This change also impacts all locations in the Trade interface, and content managed web site web kitted product stock levels are displayed.

Functionality Affected: Product Search Trade interface, product content manage web page areas
Impact: Normal


TOT-3016 - Basket product field default values incorrectly displaying in orders when field types are set to Select, Radio, or Checkbox

On a content managed web page displaying a Product Detail area, if the area was displaying product basket fields that contained field types set to either select, radio, or dropdown, then after the user added the product to basket, in the Order Checkout/Submission area the default field values that contained all of the option values and labels would be displayed.
We have modified the Order Checkout/Submission content managed web page area, Trade Order Detail area, and Email Notification Order Attachment to ensure that default product basket field value lines do not appear in the order details.

Functionality Affected: Order Checkout/Submission, Trade Order Details content managed web page area, Email Notification Order Attachment
Impact: Normal


TOT-3021 - Products showing incorrect unit label for packs within Trade Interface

Within the Trade interface, when viewing the unit associated with a product in the Product Search page, or on the Product Details page, if a product was sold in packs, then the unit label of the product that was sold as a single unit could be labelled incorrectly.
Within the Administration Centre, under the Stores menu, in General Settings interface we have added a setting labelled "Product Unit Labelled For Packs". If Set to YES then the label of the product unit has been set for a product pack and when single units of the product are displayed within the Trade interface the unit will be labelled as EACH.
This setting gets around the issue where the product unit is labelled for packs in a business system, but the product's pricing is displayed in single units.

Functionality Affected: Product unit labelling
Impact: Major


TOT-3024 - Users unable to redeem deals when the frequency of the deal is set per user

On a content managed web page containing a Product Deals Listing area, when a user was trying to redeem a deal, the deal was not being applied to an existing product in the user's basket, even though the deal was valid. This issue is occurring on a deal that had its frequency set to "Number of Times Per User".
When a product is being added to basket on either the Trade interface, or on a content managed web page, if a deal is being applied and the deal's frequency was set to Number of Times Per User, the platform would be calculating if a deal had already been applied to existing orders in a project, even if the order was unconfirmed. We have modified the add-to-basket process to not factor in unconfirmed orders when adding a product to basket with these configured deals.

Functionality Affected: Product Deal redemption
Impact: Normal


TOT-3025 - Basket Products Listing area not redrawing on a content managed web page when a product has been added to basket with a zero dollar price deal

On a content managed web page containing a Basket Product Listing area, the area was not told to redraw on the web page if a product had been added to basket from any other area if a deal was being applied to the product that caused it be costed for free.
After a product was being added to basket from any area that supported it on a content managed web page, the area would not call any other basket areas to redraw themselves if the basket's total returned from the add-to-basket request was $0. In this case because the deal set a zero dollar product in the basket, it did not update the basket products listing area.
We have modified the add-to-basket process on a content managed website to no longer check if the basket's total is greater than zero dollars before allowing the other areas to update.

Functionality Affected: Product add-to-basket process for content managed web sites.
Impact: Normal


TOT-3029 - User's assigned to the customer accounts that contain spaces in the account code cannot view account enquiry records

Within the a content managed web page containing a Customer Account Invoice Listing area, if the customer account assigned to the user contained a space character in the account's code, then an error would display in the area and no invoice records would load.
We have modified any requests to the Connector to correctly handle when account codes, or product codes contained space characters when retrieving records.

Functionality Affected: Account Enquiry
Impact: Major


TOT-3039 - Emedia Email rich-text views statistics don't appear for historic send outs

Within the Administration Centre, under the Marketing menu, in Emedia Messaging, when viewing the statistics of the rich-text message views, for Emedia that was sent out weeks and months ago, the statistics of daily views may no longer appear in the "Rich-Text Email Views and Clicks" line graph.
We have modified the underlying database structures that stores the Emedia Email Events for the rich-text views to not be able to have the data disappear.

Functionality Affected: Emedia Messaging statistics
Impact: Normal


TOT-3044 - Customer account product price not being correctly calculated when quantity breaks exist and breaks apply to "Equal and Below Quantity"

Within a TOTECS project, for a user logged into either the Trade interface, or on a content managed website, the pricing of a product was not appearing correctly if the user's customer account contains customer account quantity break pricing, and the project's quantity break direction is set to "Equal and Below Quantity".
We have modified the product pricing procedure to correctly calculate the price when a user's account contains quantity breaks discount account pricing, and the project's quantity breaks is set to "Equal and Below Quantity".

Functionality Affected: Product Pricing
Impact: Major


TOT-3050 - Declined news/blog Item comment still displaying in News Comment listing content managed area

On a content managed web page that displayed a News Comment Listing area, the area would still display comments that are marked as declined to show.
We have modified the News Comment Listing content managed web page area to correctly only displays comments that are marked as approved. Previously the area would only hide declined comments if the news/blog item belonged to a news/blog group that was marked to require comments to be approved before displaying.

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


TOT-3052 - Account Enquiry records not correctly filtering invoices based on date range

Within the My Account page in the Trade interface, and in the Account Enquiry interface within the Administration Centre, as well as on a content managed web page displaying an Customer Account Invoice Listing area, if the user had filtered any records based on the date ranges 30-60, or 60-90 days, no invoice records would appear when they should.
For any of the interfaces that call the account enquiry connector process to obtain records, we have modified it so that the date ranges are correctly set to allow the Connector to get the correct records.

Functionality Affected: Account Enquiry
Impact: Normal


TOT-3056 - Contract flag table not reloading after adding or removing flags within the Contract Product Flags admin interface

Within the Administration Centre, within the Contract Product flags interface, after a user assigned a flag to a contract, or removed a flag, the contract flags data table did not reload with the updated records.
We have modified the data table in the Contract Product flags interface to correctly assign or unassign flags to contracts.

Functionality Affected: Contract Product Flags adminisration centre interface.
Impact: Normal


TOT-3057 - Customer Account Invoice content managed web page area not placing line breaks into line description hooks

Within the My Account page in the Trade interface, and in the Account Enquiry interface within the Administration Centre, as well as on a content managed web page displaying an Customer Account Invoice Listing area, if the user have loaded an invoice record record that contained lines with description that spanned multiple rows of text, the line breaks would be removed and the text display all on one line.
We have modified the area to ensure that the line feed characters are turned into break tags so that the invoice displays correctly in a web browser. Additionally within the Account Enquiry interface within the Administration Centre, and in the Trade interface we have ensured that the line feeds characters are correctly displayed when viewing the details of any record.

Functionality Affected: Account Enquiry
Impact: Minor


TOT-3067 - Enquiry form submission Email notification is listing the form elements in the incorrect order

On a content managed web page that contained an Enquiry Form area. Once a user had filled out the form in the area and submitted the enquiry, the Email notification being sent to the Email address set by the content managed website was incorrectly ordering the enquiry form elements that are displayed within the Email.
The Enquiry Form content managed web page area has been modified to correctly order the form elements that are listed within the Email notification that is sent out.

Functionality Affected: Enquiry Form content managed web page area.
Impact: Minor


TOT-3068 - order_purchaseOrderNumField hook incorrectly not marked as mandatory in Order Details Form format of Order Checkout/Submission content managed web page area

On a content managed web page that contains either a Order/Checkout Submission area, or a Guest Order Checkout Submission area, the Guest Order Details Form format, and the Order Details Form format both contain the hook order_purchaseOrderNumField that is not marked as being mandatory for the formats. However if this hook was not embedded in the order details formats then users could not submit their details when creating an order.
We have modified the Guest Order Details Form format, and the Order Details Form format so that the order_purchaseOrderNumField hook is mandatory, and ensures that administrator users embed this hook into the formats.

Functionality Affected: Order/Checkout Submission, Guest Order Checkout Submission content managed web page areas
Impact: Normal


'
TOTECS Platform Release 9.04

New Features


TOT-2982 - Users can export submitted orders to Squizz.com as purchase orders

We have added the ability for Trade users who have successfully submitted an order to be able to import the data of their order into Squizz.com. the new Social Ecommerce platform that we have been working on secretly for the past 18 months.
When Squizz.com launches in the middle of this year this new feature will allow other organisations to automatically import the order back into their business system as a purchase order.
Squizz.com looks to streamline and automate a number of manual processes around ordering, as well as connect people and organisations together in powerful ways.
If you are interested in finding out more head to www.squizz.com and sign up to the Early Adoptors program.
Within the Administration Centre, under the Data menu, a Settings menu item has been added labelled "Squizz.com". Upon clicking the item in the Data Settings window a new "Squizz" tab has been added with the following settings:

  • Squizz.com Organisation ID; Set the ID of the the organisation created within Squizz.com that the TOTECS project's relates to.
  • Allow Purchase Orders To Be Exported To Squizz.com: If set to Yes, then within the Trade interface, once an order has been submitted, in the Order Details window a link will appear at the bottom allowing the Trade user to click on a link and export the purchase order to Squizz.com. A confirmation dialog will appear to confirm that the user wishes to import the order, and if OK is pressed a new browser window will open to Squizz.com's order import screen, from there the user can follow the order import process.

Functionality Affected: Data Settings admin interface
Impact: Normal

Improvements


TOT-2995 - Settings to set the heading within the Purchase Order on the Trade interface and Email notification attachment

Within the Trade interface, when a user is viewing an order either during the checkout process, or from the Order History, there is the ability to configure the heading displayed in the Purchase Order. Additionally after an order has been submitted, in the Email notification there is also the ability to tailor the heading in the attached purchase order HTML page.
Within the Administration Centre, under the Stores section, within the Order Settings interface the following settings have been added:

 

  • Purchase Order Heading: Sets heading of the purchase order that is displayed on the order checkout process within the Trade interface, as well as when viewing the details of an order from the My Online Orders section of the Trade interface.
  • Purchase Order Email Heading: Sets heading of the purchase order that is displayed in the order HTML attachment of an order Email notification that has been sent once an order has been submitted.
  • Purchase Order Quote Heading: Sets heading of the purchase order assigned with the running quote payment method that is displayed on the order checkout process within the Trade interface, as well as when viewing the details of an order from the My Online Orders section of the Trade interface.
  • Purchase Order Quote Email Heading: Sets heading of the purchase order assigned with the running quote payment method that is displayed in the order HTML attachment of an order Email notification that has been sent once an order has been submitted.

Functionality Affected: Order Details trade interface, Order Details Email confirmation attachment
Impact: Normal


TOT-2994 - Automatically assign registered users to product deals

Upon a user registering we have added the ability for the user to be automatically assigned to any deals associated with the registration profile that the user registered with. Allowing users to receive deals upon registration can be an effective way to get more users to sign up.
Within the Administration Centre, under the User menu, in User Registration Profiles interface, upon clicking on a profile name, in the Profile Details interface, there is now a section labelled "Product Deals" that displays a table containing a list of deals associated with the registration profile. Admin users can add deals to the table by entering the ID of a deal into the Deal ID field then pressing the Add Deal button. The Product Deals section will only display if the project has the Deals feature turned on, and the administration user is assigned to an Admin Role that has the "Deals and Vouchers Modify" set to Allow.
When a user registers via the User Registration area on a content managed web page, the user will be automatically assigned to any deals associated with the user registration profile that they registered with.
The deals feature must be enabled, as well as the user be assigned to a Facility Role permission with the "View Deals" permission set to Allow, to allow the user to be assigned to deals.
Note: The users will be automatically assigned to a Product Deal, but if the deal's users are recalculated (either through the Deals admin interface, or via Connector imports) the user will be removed from the deal unless a user group is assigned to the deal that covers the user that just registered.

Functionality Affected: User Registration
Impact: Normal


TOT-2989 - Twitter and TOTECS forums links added to Administration Centre

Within the Administration Centre a link has been added to the top right hand corner to the forums, and in the bottom right a link to the TOTECS platform twitter page.
If you have a question, piece of advise, or want to find out more about a particular subject of the TOTECS platform, please visit the forums where you can talk with the TOTECS community.

Functionality Affected: Administration Centre
Impact: Minor


TOT-2987 - Session hook to allow the user's customer account company name to be displayed on content managed web page areas

On any content managed web page, in the areas their is now the ability to display the company name associated with the user's customer account.
Simply embed $SES_account_company_name$ into an area format, or #*#SES_account_company_name#*# into a free draw area for the company name to display.

Functionality Affected: User Login
Impact: Normal


TOT-2986 - Hook to clear all products in a users basket within the Basket Products Listing content managed web page area

On a content managed web page containing a Basket Products Listing area we have added hooks that can allow the user to clear their basket.
Within the Administration Centre, under the Websites menu, after clicking on the Websites menu item, then clicking on the Web Area Formats Libraries tree node, then Shopping Basket tree node, then Basket Products Listing tree node, for both the Basket Header and Basket Product Footer formats a new hook is now available labelled "clear_basket_products_onclick".
If this hook is embedded within an event attribute of an HTML element in the formats, then when the user clicks on the HTML element, it will cause all the products within the basket to be removed. After this successfully occurs any basket summary or Basket Products Listing areas on the page will redraw to show that no products are in the basket.

Functionality Affected: Basket Products Listing content managed web page area
Impact: Normal


TOT-2984 - Simplified editors of News/Blogging content managed web page areas

We have modified the News/Blogging content managed web page areas to no longer be able to modify the news groups or news/blog items when modifying the areas.
Administrator users can now only set the news/blog group or news/blog item in the area by setting an ID of a news/blog item, to selecting a news/blog group from a drop down.
This makes it easier for administrator users to configure the news/blog areas, and allows the areas to support thousands of news/blog items existing in the project.
The following area editors affected by the change are:

 

  • News Group Blogs/Items Listing
  • News Item Form
  • News Comment Form
  • News Comment Listing
  • Product News Listing
  • News/Blog Item

If an administrator user wishes to create or update a news/blog group, or item, it now must be done through the News/Blogs administration interface located under the Marketing menu.

Functionality Affected: News/Blog content managed web page areas
Impact: Normal


TOT-2961 - Facility role permission to make it mandatory for users to set an Email during order checkout

When users proceed through the order checkout, there is now the ability to force the user to enter the Email address before being able to submit the order. This is controlled on a per user basis through the use the Facility Role permissions.
Within the Administration Centre, under the Users menu, in the User Permissions interface, when modifying a Facility Role, a new permission has been added labelled "User To Optionally Fill Email field in Order Details".
If this permission is set to Deny, then when a logged in user in either the Trade interface or on a content managed website is proceeding through order checkout, on the Order Details page the Send Email Notification checkbox will be selected and it will be disabled to stop the user from being able to un tick it. This forces the user to enter an Email address associated with the order.

Functionality Affected: Order Checkout Details process.
Impact: Normal


TOT-2956 - Settings to customise the limit of the news/blog item short heading and body data within the news/blogging content managed webpage areas

On content managed web pages containing either News/Blog Item News Group Blogs/Items Listing areas, we have added settings in the areas to set the limit of characters for the heading_short and body_short hooks.
Within the Administration Centre, under the Websites menu, after clicking on the Websites menu item, then clicking on a content managed web page, in the Web Page Editor when modifying either a News/Blog Item area, or a News/Blog Group Items Listing area, the following settings now exist:

  • Heading Short Character Limit: Set a numeric value for the number of characters that can be displayed in the heading_short hook of the News/Blog Item Record format.
  • Body Short Character Limit: Set a numeric value for the number of characters that can be displayed in the body_short hook of the News/Blog Item Record format.
  • If the settings are left empty then the heading_short hook with limit the characters to 35, and the body_short will limit the characters to 50 by default.

 


Functionality Affected: News/Blog Item and News Group Blogs/Items Listing content managed web page areas
Impact: Normal


TOT-2955 - Settings to customise the formatting of dates within the news/blogging content managed webpage areas

On the content managed web page containing news/blogging areas, we have added the ability customise the formatting of how dates are displayed.
In the News/Blog content managed web page areas, the following formats contain new hooks:
News/Blog Item Record Format
arrival_date_formatted
News/Blog Item Comment Record Format
creation_date_formatted
News/Blogs Group Forum Record" Format
news_item_last_post_date_formatted
Each of these hooks will display a formatted date based on the "Date Format" setting that is available when modifying the following areas:

 

  • News Comment Listing
  • News Group Forum
  • News/Blog Item
  • News Group Blogs/Items Listing

The Date Format setting accepts a string of characters according to the Java date string format available at http://docs.oracle.com/javase/7/docs/api/java/text/SimpleDateFormat.html
For example if the setting is set to YYYY-MMM-DD that will output 2015-Mar-24

Functionality Affected: News/Blog content managed web page areas
Impact: Normal


TOT-2939 - Form element to upload files within the Enquiry Form content managed web page area

On a content managed web page containing an Enquiry Form area, we have added the ability to set file form elements to allow users to upload files with a submitted enquiry.
Multiple file form elements can be added to the enquiry form so that the user can upload multiple files.
Only users who are logged in may be allowed to upload files to ensure that hackers cannot upload files to the servers. Additionally the file upload needs to respect the attachment file size upload limits to ensure users do not upload files that are too big to the server.
Within the Administration Centre, under the Websites menu, in Websites, upon clicking on content managed web page, in the Web Page Editor, when modifying an Enquiry Form area, In the Edit Element dialog, a new option has been added to the Type drop down labelled "File Upload". This allows a file upload text box to appear in the the Enquiry Form area. Admin users can add multiple of these elements to enable users to upload files.
Within the My Enquiries interface of the admin centre, when an admin is viewing the details of the enquiry, links will appear that allow the admin user to download the file that was uploaded by user.
Please ensure that before administrator users open uploaded files, that the files are checked for viruses first.

Functionality Affected: Enquiry Form content managed web page area
Impact: Normal


TOT-2889 - Additional category hooks for Category Search Listing and Category Listing Header content managed web page area formats

On category content managed web page areas we have added additional hooks that allow more category data to be displayed in the areas.
Within the Administration Centre, under the Websites menu, after clicking on the Websites menu item, then clicking on the Web Area Formats Libraries tree node, then Product Category tree node, then Category Listing tree node, for both the Category Listing Header and Category Search Record formats the following hooks have been added:

  • cat_description1: 1st category description field
  • cat_description2: 2ns category description field
  • cat_name: name of the category
  • cat_meta_title: meta title of the category embedded in the web page head
  • cat_meta_description: meta description of the category embedded in the web page head
  • cat_meta_keywords: meta keywords of the category embedded in the web page head

These hooks make the category data available in the following areas:

  • Category Listing
  • Category Heading
  • Model Product

Functionality Affected: Category content managed web page areas
Impact: Normal


TOT-2689 - Reviewing and managing users to be able to modify products and details of a pending order in the Trade interface

Within the trade interface users who are assigned as managers by other users, can now alter the details of pending orders that have been submitted to them that require their approval.
Within the Administration Centre, under the users menu, in User Permissions interface, when modifying a facility role a new permission has been added labelled "Modify Pending Orders".
When a user logs into the Trade interface with this permission set to Allow, on the Pending Orders page against each or a button will display labelled "Modify". Upon opening the order form inputs will display that allow user to modify the quantities of products, add products, remove products, change billing address, change delivery address, modify the purchase order number, as well as the freight carrier.
Each time the user clicks the save button the order's totals and its surcharges will be recalculated.
Within the Administration Centre, within the Stores menu, in the Order Surcharges manager, if a For rule node was created that used a "Query" rule, a second value field will appear labelled Pending Order Query. This second field needs to have a SQL query that relates to the data within an order, instead of the user's basket.
Note: All existing TOTECS projects that allow pending orders to be modified, and contain surcharges using queries in For nodes will need to have this second field set, otherwise the orders won't be able to be modified by users.
Note:

 

  • If a user alters the quantity of a product in the order that had a deal applied, the deal will become removed.
  • If a user adds a new product to deals, no deals will be automatically calculated against the products.

Functionality Affected: Pending Orders trade interface, order surcharge calculation process
Impact: Major


TOT-2430 - Userability and styling improvements of Websites Administration Centre interface

Within the Administration Centre, under the Websites menu, in the Websites interface the following has changed:

 

  • Removed frames so that the tree can expand the full length of the browser for easier user navigation
  • Created Dialogs to allow the editing of web page properties, and web page template properties
  • Updated the tree icons so that are more visually consistent the Admin Centre design.


Functionality Affected: Websites admin interface
Impact: Normal


TOT-1918 - 2nd description field for categories

Within the Administration Centre, under in the Inventory menu, in the Category Trees interface, upon right clicking on a Category in the tree and clicking the edit button, in the Edit Category panel there is now another field that allows a second category description to be set.
This second decription field can be embedded into category content managed web page areas to display additional information about a category.

Functionality Affected: Category Trees admininstration interface
Impact: Normal

Bug Fixes


TOT-2996 - Admin users unable to navigate through pages basket product fields within Basket Product Fields admin centre interface

Within the Administration Centre, under the Stores menu, within Basket Product Fields admin interface, upon clicking on Set Basket Product Fields button, in the Basket Product Fields dialog if there are more 10 fields, the admin user was unable to click the next button see the second page of fields.
We have modified the table to ensure that it correctly loads the product fields and allows the user to navigate between pages.

Functionality Affected: Basket Product Fields admin interface
Impact: Normal


TOT-2992 - Background of footer and header bars in Administration Centre not displaying correctly within Image Library interface

Within the Administration Centre, under the Websites menu, after clicking into Websites then clicking on either an image or attachment library, the background image of the header and footer bars is not displaying the correct dark grey background, instead it was displaying the background image of the project's trade interface.
We have modified the Image and Attachments content managed web page interfaces to correctly set the background colour of the header and footer bars. Previously the Trade interface's background was allowed to set the styling of the background.

Functionality Affected: Image content managed websites admin interface, Attachments content managed websites admin interface,
Impact: Minor


TOT-2988 - Product Kits Connector data import failing when 10,000+ records are being imported

Within the Administration Centre, under the Data menu, in the Data Imports interface wihtin the Connector Imports tab when running a Product Kits import if more than 10,000 records was being imported then the import could timeout and fail.
We have modified to import more efficiently process product kit data. Additionally we have fixed a bug where the quantity of a component product was not getting set when being assigned to a kit's parent product.

Functionality Affected: Product Kits connector data import
Impact: Normal


TOT-2983 - Table in My Enquiries admin interface not reloading after changing the filters to find enquiries by

Within the Administration Centre, under the Websites menu, in Websites interface, in the Website Enquiry Submissions interface, if the user clicks on the Filter Enquiries button the enquiries table does not update or redraw itself correctly.
We have modified the enquiries to correctly reload its data if the user has decided to filter the enquiries. Additionally we have modified the table to enable the server to filter enquiries instead of loading all the enquiries in the users browser then filtering them. Along with this when the table first load it now only displays enquiries going back 2 years by default. This reduces the amount of data and time required to first load the enquiries into the table, as well as reducing the load on the server.

Functionality Affected: Website Enquiry Submissions administration interface
Impact: Normal


TOT-2981 - Products not listing within a Category Listing content managed web page area when a category does not contain a title and the project company name contains a single quote character

On a content managed web page that contains a Category Listing content managed area, if the area was displaying category that does not have data in its title field, and the project's company name is used instead that contains a comma character, then this would cause the area to not load products.
We have modified the area to ensure that if the category contains no title then the project's company name setting is correctly set. Additionally this is done for meta data when a web page is loaded.

Functionality Affected: Category Listing content managed web page area
Impact: Normal


TOT-2980 - Invoice Payment Form content managed web page area displays semi-colon character after invalid credit card details have been submitted

On a content managed web page containing a Invoice Payment Form area, after a user has entered incorrect credit card details and clicked the pay button, when the area refreshes a semi-colon character appeared at the top of the area before the payment form format.
We have modified the area so that if a user enters incorrect credit card details then when the area is refreshed, that a semi-colon does not appear at the top of the area when it is refreshed.

Functionality Affected: Invoice Payment Form content managed web page area
Impact: Minor


TOT-2979 - Unable to delete users from Search Users admin interface when a guest users is displayed in the search table

Within the Administration Centre, under the Users menu, in Search Users after a user search loads users into the results table, if a user was selected and the Remove button pressed, an error message would display to the user if the a guest user was also loaded into the results window but not selected.
We have modified the Users admin interface correctly only display an error message if a guest user has been selected in the table to be removed.

Functionality Affected: Users administration interface
Impact: Normal


TOT-2978 - Users unable to login to a content managed website via the login URL

If a user is trying to login to a content managed website by putting their login credentials into a URL string, the user was not being correctly redirected to the successfully login web page defined in the URL.
This issue was caused by a bug being released in 9.03 release for the fix in TOT-2951. We have modified the login code to correctly handle redirecting a user to the successful login page.

Functionality Affected: User Login process
Impact: Major


TOT-2971 - Paginator buttons always displaying an empty News Group Blogs/Items Listing content managed web page area after being pressed

On a content managed web page area containing a News Group Blogs/Items Listing content managed web page area, if the user used the paginator buttons to traverse to the next, or previous page of news/blog items, the area was displaying no items after either of the paginator links is clicked on.
We have modified the News Group Blogs/Items Listing content managed web page area to ensure that when a user paginates through the news items that they correctly update.

Functionality Affected: News Group Blogs/Items Listing content managed web page area.
Impact: Normal


TOT-2970 - Users session not persisting after logging into a content managed website over a secure HTTP request

On a content managed webpage containing a User Login area, when the user logs in over a secure HTTP request, their session was not persisting if they navigate to another page after the have successfully logged in.
We have modified the content managed web pages to ensure that once a user is logged in that the domain of the content managed web site is saved to the session cookie.
Previously a bug existed that would cause the cookie's domain to be set to blank, and because of this older Internet Explorer browsers would not associate and empty to cookie domain to the website causing the session to not persist.

Functionality Affected: User Login process
Impact: Critical


TOT-2968 - All product pricing in basket not being recalculated when a product is deleted and basket volume discounts is turned on

in a TOTECS project that allows quantity break thresholds to be applied against all the products in the basket, if a user added quantities of several products, the pricing of the all the basket products would be recalculated, however if products were removed from the basket, the existing products in the basket would not have their prices recalculated. Because of this it allowed users to get discounts on a bulk quantity of products bought, and still have the bulk quantity prices apply if the amount of products in the basket was reduced.
We have modified the product-add-to-basket process to ensure that all basket product pricing is recalculated when a product is deleted from the basket.

Functionality Affected: Product add-to-basket process
Impact: Major


TOT-2967 - Admin users unable to select a global container to create a pop up container for a content managed web page area

Within the Administration Centre, under the Websites menu, in Websites admin interface, upon clicking a on a content managed web page, in the Web Page Editor after clicking on the Edit button, then the Set Popups menu item, when an admin user clicks on the Add Pop Up menu button, in the Set Pop Up Container dialog the Global Web Area Container drop down did not display any global containers for the content managed web site, even if global containers exist.
We have modified the "Global Web Area Container" drop down in the Set Pop Up Container to correctly display all the global containers associated with the content managed web site.

Functionality Affected: Web Page Editor administration interface
Impact: Normal


TOT-2966 - Product deals with promotion codes containing percentage symbols unable to be redeemed through Redeemable Product Deals Listing content managed web page area

On a content managed web page containing a Redeemable Product Deals Listing area, if the user was displaying deals after entering a promotion code containing a percentage character, when the user added the product to basket the deal was not being redeemed.
We have modified the product add-to-basket process to ensure that deal promotion codes containing percentage characters are correctly submitted to the server when a product is added to basket.

Functionality Affected: Product add-to-basket process.
Impact: Major


TOT-2965 - Pricing data is not getting updated for an existing product after a Product Pricing data import

Within the Administration Centre, under the Data menu, in Data Imports, when a Connector Product Pricing data import was being run, it is not assigning price-level pricing to an existing product.
We have modified all the Connector data imports that update product data to ensure that active existing products take preference when matching records and updating their data.

Functionality Affected: Products Connector data import
Impact: Normal


TOT-2959 - Combination Product content managed web page area incorrectly displaying table rows with no products

On a content managed web page containing a Product Combination area. If the area was configured to display its combinations in table, and the table is set to not display rows when no products are assigned to the combination field row, these empty rows were still displaying.
We have modified the Product Combination content managed web page area to ensure that it hides rows when the area is set to display in a table form, and contains no products assigned to a row.

Functionality Affected: Product Combination content managed web page area
Impact: Normal


TOT-2958 - Blank browser window loads after user clicks on print link from Guest Order Checkout/Submission content managed web page area

On a content managed web page containing a Guest Order Checkout/Submission content managed web page area, once the user had successfully submitted the order in the area, in the order submission results message, if it contained the print order link, then after the user clicked on it a blank web page which display in the new browser window that had popped up.
We have modified the "view_printpage_onclick" hook to ensure that it correctly links to the configured web page defined in the area's settings.

Functionality Affected: Guest Order Checkout/Submission content managed web page area
Impact: Normal
'

 

TOTECS Platform Release 9.03

New Feature


TOT-2941 - Apply product volume discount pricing to all products based on total basket product quantity

We have created the ability for the price of all products added to a user's basket to change, based on each product's quantity breaks being applied against the total quantity of products in the user's basket.
This allows users to receive price discounts based on the total products in their basket, regardless of the quantity of individual products. This in effect allows users to be rewarded by adding more quantities of any product to their basket.
Within the Administration Centre, under the Inventory menu, in the Products settings interface a setting has been created labelled "Calculate Volume Discounts For All Products In Basket".
When set to Yes and a user adds a product to basket in either the Trade interface or through a content managed website, all the products will have their pricing recalculated based on any volume discounts applicable to the total quantity of products in the basket.
If a deal had already applied to product in the basket but a cheaper volume discount is applicable then the deal will be removed. It will be up to the user to re-apply the deal with a different quantity for it to come into effect again, which could occur if the user had a volume discount apply and then changed the quantity so that the volume discount no longer applies.

Functionality Affected: Product Add-To-Basket process, Product settings admin interface
Impact: Normal
 

Improvements


TOT-2948 - Style invalid order detail form elements in Order Checkout/Submission content managed web page areas

We have added an ability to style the order detail form elements so that they can be highlighted when a user enters incorrect information from a content managed web page.
On a content managed web page containing a Guest Order Checkout/Submission area, or Order Checkout/Submission area, if the user did not fill out a mandatory field or entered invalid data, then the css class labelled "order_validation_error" will be set against the field with the problem. Admin users can then style that class so that the form field element displays distinctly.
Additionally the field with the issue will become focused and the browser will scroll to the location of the field.

Functionality Affected: Guest Order Checkout/Submission, Order Checkout/Submission content managed web page areas
Impact: Normal


TOT-2947 - Branding of the Administration Centre to TOTECS theme

We have updated the Administration Centre to reflect the new TOTECS branded skin.
As a part of this update we have modified the information boxes in each of the interfaces to only show one line of text, with the ability for admins to press on a More link to view more information about the given interface.
The styling of interfaces has been simplified to allow admin users to focus more on using the interface rather then being overloaded with to many visual elements.
A new menu called Data has been created which contains links dedicated to transferring data into a TOTECS project, including the Data Imports interface that was previously located in the inventory menu.
Note: You may need to clear your browser of the old admin interface, this can be done by pressing the control key with the F5 key, or clearing your web browsers cache.

Functionality Affected: Administration Centre
Impact: Major


TOT-2946 - Allow the value of the "for" rule to accept any length of characters within the Order Surcharges admin interface

Within the Administration Centre, under the Store menu, within Order Surcharges, when adding a "for" rule node to the surcharges tree, we have modified the database to allow infinite amount of characters to be set in the Value field when setting a For rule node.
This allows complex surcharge rules to be defined when iterating through a set of data to determine a surcharge.

Functionality Affected: Order Surcharges calculation process.
Impact: Normal


TOT-2945 - Settings to customise order and address validation error messages

Within the Administration Centre, under the Store menu, in Checkout settings interface, two sections have been created "Order Validation Messages" and "Address Validation Messages" that allow administrators to specify the messages that display to users, when they are creating an order either through the Trade interface on ordering content managed web page areas.

Functionality Affected: Checkout store settings admin interface, order validation process
Impact: Normal


TOT-2943 - Settings for Categories connector data import to not update categories when assigned the web category trees

When importing categories from the Connector software, we have added settings to the Categories data import to limit the ability for existing categories to be updated, when those categories have the same codes and categories being imported from an accounting/ERP system.
Within the Administration Centre, within the Data menu, in Data Imports interface, within the Connector Data Imports tab, upon clicking the Modify Settings link in the Categories row, in the Category Import Settings window we have added the following settings:

 

  • Update categories assigned to web category trees: If un-selected then categories assigned to web category trees will not be updated, even if a category being imported contains the same code.
  • Update products assigned to categories in web category trees: If un-selected then categories assigned to web category trees will not have the products assigned to the category added or removed, even if the category contains products when being imported.

These options in effect allow a tree to be created in the TOTECS project, but have the products assigned to the categories be defined within an Accounting/ERP system that the connector is obtaining the mappings from.

Functionality Affected: Categories connector data import
Impact: Normal


TOT-2934 - Grouping of account product prices

We have modified the product pricing algorithm to now have the ability to group account prices where multiple customer accounts use the same pricing, for example with contracts. This looks to significantly reduce the amount of account pricing data that needs to be exported from the Connector software and be imported in a TOTECS project.
Within the Administration Centre, under the inventory menu, in the Data Imports interface, within the Accounting Connector tab, when a Product Account Pricing data import is run it now has the ability to import pricing groups, as well as assign accounts and products to the pricing groups.
The product search profiles have been modified to factor in pricing groups when calculating a products price. Because of this the search profiles will need to be regenerated for existing TOTECS projects to have this improvement come into effect.
Within the Administration Centre, under the inventory menu, in the Product Diagnostics it will now show product account prices that are associated with a pricing group that the specified customer account is assigned to. This will also occur within the User menu, in the Customer Accounts, when viewing the product account pricing associated with an account.
Within the Users menu, in User Account Contracts, when the contract regeneration button is pressed it will recalculate the contract pricing factoring group pricing.

Functionality Affected: Account Enquiry listings and records in the Trade interface, Admin Centre, Account Enquiry content managed web page areas.
Impact: Major


TOT-2932 - Setting to customise the formatting of dates in account enquiry records displayed in the Trade interface and on account enquiry content managed web page areas

For projects using the Account Enquiry feature, there is now the ability to customise how the dates are displayed in the record listings, and within the details of the records.
Within the Administration Centre, under the Stores menu, in the Accounting settings interface, in the Account Enquiry section we have added a setting labelled "Records Date Format".
This setting allows the admin user to specify how the dates are formatted for the account enquiry records. when setting the format the date it follows the formatting conventions of the Java programming language, as specified at http://docs.oracle.com/javase/7/docs/api/java/text/SimpleDateFormat.html eg. yyyy/MM/dd will format the date to 2014/11/25
Please note that the "Records Date Format" setting will only effect the account enquiry records when the records are being obtained through the Connector application versions 0.22 or higher.

Functionality Affected: Account Enquiry listings and records in the Trade interface, Admin Centre, Account Enquiry content managed web page areas.
Impact: Normal


TOT-2931 - Hook to allow users to choose to display only outstanding invoices in the Customer Account Invoice Listing content managed web page area

On a content managed web page displaying a Customer Account Invoice Listing area, there is now a hook that allows users to choose to display all invoices, or only invoices that are unpaid and outstanding.
Within the Administration Centre, under the websites menu, in the Websites interface, navigating through the tree's Web Area Formats Libraries folder, Account Enquiry folder, Customer Account Invoice Listing folder, Customer Account Invoice Listing folder, when modifying a Customer Account Invoice Listing format there is now a hook labelled "invoices_show_outstanding_drop_down".
This hook can be added to the format and will display a drop down in the "Customer Account Invoice Listing" area that allows only outstanding invoice records that have not been paid to show, or all invoices that have been obtained from the accounting/ERP system for the user's customer account.

Functionality Affected: Customer Account Invoice Listing content managed web page area
Impact: Normal


TOT-2930 - Allow messages to display in styled web page HTML dialogs from the Order Checkout/Submission content managed web page area

On a content managed web page containing either a Order Checkout/Submission area or Guest Order Checkout.Submission area, there is the ability to display order validation error messages in a html dialog. This allows the dialog to be styled using CSS.
Within the Administration Centre, under the Websites menu, after clicking on a content managed web page, in the Web Page Editor when modifying either a Order Checkout/Submission area or Guest Order Checkout.Submission area, in the area editor window a new setting labelled "Show Messages In" has been added.
If it is set to Webpage HTML Dialog, then when a message displays to the user when using the area, the message will be displayed in a HTML dialog that is drawn on the web page and can be styled using CSS.
If the setting is set to Browser Dialog then the message will display in a browser alert dialog that cannot be styled and requires the user's input before being able to use the browser again.

Functionality Affected: Order Checkout/Submission, Guest Order Checkout.Submission content managed web page area
Impact: Normal


TOT-2929 - Hook to display product stock quantity limited to upper threshold in Product Search Record and Product Detail content managed web page area formats

On a content managed web page containing either a Product Detail area, in its Product Detail format two hooks can now be added to the format to limit the upper stock value that users can see, these hooks are:

  • _P_StockLevel_threshold: Displays the quantity of the product available and in stock, capped at the upper threshold defined in product settings if the limit is turned on.
  • _P_StockLevel_threshold_holder: Same as above except that if product combination drop downs are displayed in the area and a different product is selected, then this placeholder hook will update with the stock level of the chosen product.

For areas that use the Product Search Record format such as the Product Search Listing area, it also contains the _P_StockLevel_threshold hook to display the stock level quantity.
FYI: The quantity threshold settings can be modified within the Administration Centre under the Inventory menu, in Product settings, turn the "Limit Stock Quantity To An Upper Value" on and set the "Stock Quantity Upper Threshold" setting to value that will at most be displayed. If product stock quantity is over this limit then a plus sign will display after the amount in the hooks.

Functionality Affected: Product Detail content managed web page area, Product Search Results Listing content managed web page area
Impact: Normal


TOT-2927 - Product Combination content managed web page area to update all child product quantity prices after add-to-basket

Within the Administration Centre, within the Websites admin interface, when modifying a Product Combination area a content managed web page in the Web Page Editor, there is a new setting labelled "Refresh Pricing In Table After Product Add".
If this setting is set to Yes, then when the area is displayed on a content managed web page and the user adds a product to basket from within the area, any placeholder pricing hooks displayed in the Product Search Record format for each cell in the area's combination table will be updated with the product's prices.
The following hooks have been added to the Product Search Record content managed web page area format:

  • price_holder: Placeholder containing the unit price of a product including or excluding tax dependent of project setting, that can be updated within the page.
  • price_inc_holder: Placeholder containing the unit price of a product including tax, that can be updated within the page.
  • price_ex_holder: Placeholder containing the unit price of a product including tax, that can be updated within the page.
  • price_inc_currency_holder: Placeholder containing the unit price of a product including tax in the system currency, that can be updated within the page.
  • price_ex_currency_holder: Placeholder containing the unit price of a product including tax in the system currency, that can be updated within the page.
  • price_currency_holder: Placeholder containing the unit price of a product in the system currency including or excluding tax dependent of project setting, that can be updated within the page.

Use these hooks to allow the pricing in the combination table to be updated.
Note: Make sure that the Product Combination area's "Show Combination Options As" has been set to Table
Make sure that the Product Combination area's "Use Product Search Format In Table Cell" setting has been set to Yes so that these hooks become applicable when displaying the child products in the product search record format.

Functionality Affected: Product Combination content managed web page area
Impact: Normal


TOT-2926 - Product Combination content managed web page area to not show table rows and columns that are empty of child products

Within the Administration Centre, within the Websites admin interface, when modifying a Product Combination area a content managed web page in the Web Page Editor, there are no two new settings available in the area's editor, these are:

  • Show Empty Table Rows: If set to No then when the Product Combinations area is display its child products in a table, if the table contains no product data in a row then the row will not display.
  • Show Empty Table Columns: If set to No then when the Product Combinations area is display its child products in a table, if the table contains no product data in a column then the column will not display.

 


Functionality Affected: Product Combination content managed web page area
Impact: Normal


TOT-2925 - Regenerate product and user lists associated to product deals after connector data imports

When customer accounts or products are imported through the Connector software, there is now the ability to regenerate users and products associated with deals, thus allowing extra products and users to be automatically assigned to active deals, based on the deals rules.
Within the Administration Centre, under the Marketing menu, in the Marketing Settings interface a new setting labelled "Recalculate Deals After Customer Accounts And Product Data Imports" has been created.
When the setting is set to YES, then when a connector Products data import is run it will recalculate the products against all active deals.
When a Customer Accounts data import is run with this setting set to YES then it will recalculate the users associated with all active deals.
In the Deals and Vouchers admin interface a button has been added labelled "Recalculate Active Deals Users and Products" that will calculate both products and users associated with all active deals.
All of these settings are dependent on the Deals and Vouchers feature being turned on.

Functionality Affected: Products connector data import, Customer Accounts data import, Product Deals and Vouchers admin interface. Marketing settings admin interface
Impact: Normal


TOT-2714 - Settings to customise product add-to-basket validation error messages

Within the Administration Centre, under the Online Store menu, in Basket settings interface, a section labelled "Product Add-To-Basket Validation Messages" has been created that allow administrators to specify the messages that display to the users when they try to add a product to basket, either through the Trade interface or in content managed web page areas containing add-to-basket elements.

Functionality Affected: Basket store settings admin interface. Product Add-To-Basket process.
Impact: Normal

 

Bug Fixes



TOT-2952 - User's session not persisting on insecure content managed web pages after successfully logging in from a secure content managed web page

On a secure content managed web page that contains a User Login area, if a user successfully logged in then navigated to an insecure page, their session and its data would not persist on the unsecure content managed website domain.
We have modified the User Login process so that if a user is logging in from a secure content managed web page, and after a successful login is redirected to another secure page, then to ensure that the new session is saved to the user's browser against the unsecure content managed website domain.

Functionality Affected: User Login
Impact: Major


TOT-2951 - Users failing to login within a User Login area on a secure content managed web page is causing their guest session and basket to be destroyed

On a secure content managed web page that contains a User Login area, if a guest user tried to login with incorrect credentials, the failed login attempt would clear the users previous session and any data associated with it such as basket data.
In the Trade login page, or on a content managed web page containing a User Login area we have modified the login process to not destroy a user's guest session if their login attempt failed.
Additionally it will not try to recreate a new guest session if the login attempt fails to create a new basket either. This bugfix may make the login process quicker when failed attempts occur.

Functionality Affected: User Login
Impact: Normal


TOT-2928 - Left side advertisement banner not displaying with make/model search form in the trade interface

Within the Trade interface, on the left hand navigation panel, if advertising was set to display in the panel, but it was also loaded with a Make/Model search form then the advertising would not display.
Within the Trade interface we have modified the left hand navigation bar to correct show the advertising banner when the feature is turned on.

Functionality Affected: Left hand navigation panel of the Trade interface.
Impact: Normal


TOT-2923 - Billing address validation error appears on guest order submission content managed webpage area after incorrect reCaptcha entered

On a content managed web page containing a Guest Order Checkout/Submission area, if the user had entered not correctly entered all delivery address fields, then fixed the invalid fields, an error message would still display advising that billing address was still incorrect.
We have modified the order details format to have it not require the set_billing_with_delivery_address_checkbox format hook. When the hook is not set in the area then by default the server will set the delivery address as the billing address. This fix gets around the problem where if Internet Explorer or any other browser does not pass the hook's input value (due to it being hidden and becoming deselected) then the user can still checkout.
Additionally we have modified the order details form to reload a new Recaptcha image if the previous image was incorrectly answered by the user. For an unknown reason google would not longer accept answers for a reCaptcha after the first incorrect answer was given.

Functionality Affected: Guest Order Checkout/Submission content managed web page area
Impact: Normal


TOT-2922 - Customer Account Addresses connector data import failing when freight code field is being imported

When trying to run Customer Account Addresses connector data import from the Admin Center it could come up with the error message "An error occured whilst trying to set up the data import: Unknown column 'freightode' in 'field list'.
This issue would be caused if the Connector was configured to pass the freight code data with addresses.
We have modified the data export to ensure that it can correctly import freight code data when addresses are imported.

Functionality Affected: Customer Account Addresses conenctor data import
Impact: Normal


TOT-2918 - Importing incremental changes in Product Price Level Pricing connector data import is deleting all existing price-level pricing not updated

Within the Connector application, when an adaptor runs the Product Price-Level Pricing data export with the data transfer mode set to incremental, when TOTECS imports the data through the Product Pricng Connector data import, all existing product pricing data that was not updated was being deleted.
We have modified the Product Price-Level Pricing data import to ensure that it does not delete existing pricing if the data import is being run to apply only incremental changes.
Previously it was not looking at the data transfer mode and clearing all pricing data before import the changed pricing data that was pushed in the import.

Functionality Affected: Product Price-Level Pricing data import
Impact: Critical


TOT-2917 - Customer Account Detail content managed web page area unable to display on an insecure page after a user has logged in from a secure page

On a content managed web site, after a user has logged into a project from a secure web page, if they are then redirected to a insecure page containing a customer account detail area, the contents of the area is not drawing and an error message is displaying in the area.
For content managed web pages we have modified the Customer Account Detail content managed web page area to ensure that it renders after the user had logged in from a secure page. The bug was caused by the user's session data not being passed across to the unsecure domain after they were logged in.

Functionality Affected: Customer Account Detail content managed web apge area.
Impact: Normal


TOT-2916 - Customer Account Invoice Listing content managed area unable to display only outstanding invoices

On a content managed web page containing a Customer Account Invoice Listing area, if the area is configured to only show outstanding invoices (invoices that haven't been full paid for) the area is still showing invoices that have been paid for.
We have modified the Customer Account Invoice Listing content managed web page area to ensure that it only displays outstanding invoices if the "Show Only Outstanding Invoices" setting in the area's editor is set to YES.

Functionality Affected: Customer Account Invoice Listing content managed web apge area.
Impact: Normal


TOT-2915 - Flagged products not loading on the home page of the Trade interface

Within the Trade interface, on the Home page, it was possible that flagged products would not display on the page when they should have.
This bug could be caused if flagged products could not have their pricing calculated if the price is determined by pack pricing. This bug was directly caused by the bug fix of issue #TOT-2864.

Functionality Affected: Home page Trade interface
Impact: Major

 

TOTECS Platform Release 9.02

Please view the notes below about the changes to the TOTECS Platform for release 9.02. These changes can also be viewed from within the Administration Centre.

TOTECS Platform Release 9.01

 

Please view the notes below about the changes to the TOTECS Platform for release 9.01. These changes can also be viewed from within the Administration Centre.

 

 

New Features

 


TOT-2795 - Product Combinations Connector Data Import

Within the Administration Centre, under the Inventory menu, in the Data Imports, within the Accounting Connector tab there is now a new data import labelled Product Combinations.
The data import when run will obtain the Product Combination Profiles, as well as map child products to parent combination products based on the given field-value mappings obtained from the Connector.
If the combination profiles had been previously imported but are no longer imported, then the profile and its associated combinations will be removed.
The import depends on existing products being previously imported from the Products import, to allow a parent product to be turned into a combination product.


Functionality Affected: Data Imports Admin Centre Interface
Impact: Normal

TOT-2797 - Customer Account Invoices Listing content managed web page area

Within the Administration Centre under the Websites menu, upon clicking on a web page and clicking on the new area button, there is now an icon labelled "Account Enquiry" in the New Area dialog. Upon clicking the icon, an area type labelled "Customer Account Invoice Listing" exists. Upon creating this area type, it will allow users assigned to a content managed website to view invoices associated with their customer account that have been sourced live from the accounting/ERP associated with the project's connector settings.
This area contains 3 formats:

 

  • Customer Account Invoice Record: Displays the details of a single invoice record.
  • Customer Account Invoice Listing: Displays the list of invoice records, and has hooks to filter the invoice records.
  • Customer Account Invoice Error Message: Displayed if the invoice data could not be obtained from the connector.

The area is able to be created on both secure an insecure content managed web pages. It is highly recommended to only create the area on secure pages.
The area will only display invoices for projects that standard account enquiry method is set, and the configured Connector application supported Ecommerce Standards Documents version 0.2 or higher.

Functionality Affected: Customer Account Invoices Listing content managed web page area
Impact: Normal

TOT-2798 - Customer Account Invoice content managed web page area

Within the Administration Centre under the Websites menu, upon clicking on a web page and clicking on the new area button, upon clicking on "Account Enquiry" in the New Area dialog, an area type labelled "Customer Account Invoice" displays. Upon creating this area type, it will allow users assigned to a content managed website to view the details of an invoice associated with their customer account that have been sourced live from the accounting/ERP, associated with the project's connector settings. This area contains 3 formats:

  • Customer Account Invoice: Displays the details of a invoice.
  • Customer Account Invoice Line Item: Displays the the details of a single invoice item line.
  • Customer Account Invoice Line Text: Displays the details of a single invoice text line.
  • Customer Account Record Error Message: Displayed if the invoice could not be obtained from the connector.

The area is able to be created on both secure an insecure content managed web pages. It is highly recommended to only create the area on secure pages.
The area will only display an invoice for projects where the standard account enquiry method is set, and the configured Connector application supported Ecommerce Standards Documents version 0.2 or higher.

Functionality Affected: Customer Account Invoice content managed web page area
Impact: Normal

TOT-2799 - Customer Account Invoice Payment Form content managed web page area

Within the Administration Centre under the Websites menu, upon clicking on a secure web page and clicking on the new area button, upon clicking on "Account Enquiry" in the New Area dialog, an area type labelled "Customer Account Invoice Payment Form" displays. Upon creating this area type, it will allow users assigned to a content managed website to make a payment against a list of outstanding invoices that have been given to the area.
The area allows both credit card payments to be made, or showing the account details of a direct deposit and marking the invoices as being paid by direct deposit.
This area contains 3 formats:

  • Invoice Payment Form: Displays the credit card form and/or direct deposit details form. Also can display an error message if the payment was not successfully sent.
  • Invoice Payment Success Message: Displays when a successful payment has been submitted to the server.
  • Invoice Payment Form Error Message: Displays when the area could not draw payment form, or a connection to check if the invoices exist in the Connector could not be made or found.

The area is able to be created only on secure content managed web pages.
The area will only allow payments for invoices to be made for projects where the standard account enquiry method is set, and the configured Connector application supported Ecommerce Standards Documents version 0.2 or higher.

Functionality Affected: Customer Account Invoice Payment Form content managed web page area
Impact: Normal

TOT-2877 - Customer Account Detail content managed webpage area

Within the Administration Centre under the Websites menu, upon clicking on a web page and clicking on the new area button, upon clicking on "Account Enquiry" in the New Area dialog, an area type labelled "Customer Account" displays. Upon creating this area type, it will allow users assigned to a content managed website to view the details of their customer account that have been sourced live from the accounting/ERP, associated with the project's connector settings.
This area contains 2 formats:

  • Customer Account Detail: Displays the details of an customer account, including its name, current balance, limit, payment terms, and on hold status.
  • Customer Account Detail Error Message: Displays an error message if the customer account data could not be obtained from the accounting/ERP system through the Connector.

The area is able to be created on both secure an insecure content managed web pages. It is highly recommended to only create the area on secure pages.
The area will only display an account's details for projects where the standard account enquiry method is set, and the configured Connector application supported Ecommerce Standards Documents version 0.2 or higher.

Functionality Affected: Customer Account Detail content managed webpage area
Impact: Normal

TOT-2878 - Sending of account enquiry invoice and custom credit card payments to the Connector

Within the Administration Centre, under the Online Store menu, in the Accounting settings interface, under the Account Enquiry section we have added a setting called "Send Invoice Credit Card Payments To Connector". When set to on it will allow payments to be attempted to be submitted to the connector when a Trade or Content Managed Websites user pays for an invoice within Account Enquiry areas.
Within the Administration Centre, under the Online Store menu, in the Payments interface, if the forementioned setting is turned on then a Status column will be display with the buttons "Resend" and/or "Mark As Sent", which allows you to resend the payment to the Connector, or mark the payment as having already been sent to the Connector. Additionally there is a button labelled "Resend All Unsent Payments", which will locate all the unsent account and customer type payments and send them to the Connector. If a payment fails to be sent the process will abort at that current payment. In the Payments interface we have also added a Details button that allows admins to view the details of the payment, including the invoices associated with an account payment.
When an Account Enquiry invoice credit card payment is being made, previously TOTECS would store each invoice against the payment as a separate record. Now its ties all the invoices associated with the payment together. When the payment is sent to the Connector all of the invoice data is also sent to the Connector.
Within the Home page of the Administration Centre, if there are payments that could not be sent to the Connector, an alert message will display advising as such (when the above setting is turned on).

Functionality Affected: Sending of account enquiry invoice and custom credit card payments to the Connector
Impact: Normal

TOT-2881 - Editing content managed web page templates within the Websites Admin Centre interface

Within the the Administration Centre, in the Websites interface, upon expanding the Web Page Templates or Email Templates tree nodes, then clicking on a template, in the Template Properties panel there is now an Edit link, which upon the admin user pressing will open the Edit Webpage Template Content dialog with the loaded template HTML in the editor. In the editor the user can update the content of the template, then click either the Save And Continue button, or Save And Close buttons to save the template.
The text file editor is a plugin created by Code Mirror www.codemirror.net. The editor version 4.6 installed supports the latest browsers and version of Internet Explorer back to version 8.

Functionality Affected: Websites Admin Centre interface
Impact: Normal

TOT-2883 - Editing CSS attachment library files within the Edit Attachments Library Admin Centre interface

Within the the Administration Centre, in the Websites interface, upon expanding the Attachment Libraries tree folder, then clicking on a library, in the Edit Attachments Library interface for attachment files that are a CSS file, an Edit button will appear next to the Trash icon, which the admin user clicking the edit button, it will open the Edit CSS File Content dialog with the loaded CSS File in the editor. In the editor the user can update the content of the attachment, then click either the Save And Continue button, or Save And Close buttons to save the attachment file.
The text file editor is a plugin created by Code Mirror www.codemirror.net. The editor version 4.6 installed supports the latest browsers and version of Internet Explorer back to version 8.

Functionality Affected: Websites Admin Centre interface
Impact: Normal

 
 
 

Improvements

 

 

 

TOT-2796 - Hooks for pricing, stock level, quantity, add to basket in Product Combinations content managed web page area

Within the Administration Centre, in the Websites section, when modifying a Product Combination area in the Web Page Editor, the area editor has a new setting labelled "Use Product Search Format In Table Cell". When this setting is set to YES, then a product search is performed to obtain each of the child products, and allow the child product data to be embedded in a Product Search Record format. The Product Search Record data is then placed into the combination_product_search_record hook of the Combination Product Option Cell format, which allows the search record data to be positioned within the combination table cell. If the product could not be found or does not contain valid pricing and permissions then the combination_product_search_record hook will be empty.
With the ability to use the Product Search Record format the area can now display all the hooks required for adding products to basket or displaying descriptive information.
When creating a Product Combination area there will now be the need to assign a Product Search Record format to the area. The format can be an empty format is the area is not being displayed in a Table style.
Please Note: The "Use Product Search Format In Table Cell" setting when set to Yes will cause a product search to be performed when the loads its data in a table, this may be cause the area to take longer to load as a combination contains more child products. If there is not a need to show extra information in the table cell of the combination then turn this setting to No to enable faster page loads.

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

TOT-2800 - Product deal offers to set a product's price at a different price-level price

Within the Administration Centre, under the Marketing Menu, in Product Deals and Vouchers the Offer drop down on the interface and in the Set Deal window contains 2 new offers:

  • Buy Product Quantity X At Price Level Y
  • Buy Over Product Quantity X At Price Level Y

These two offers allow a product to be redeemed at the price of the given price level, based on the unique ID of the price level. These offers only work with price level IDs set with price-levels coming from the Connector. The IDs can be found within the Inventory menu, under the Price Levels interface.
When a user redeems a deal through the Trade interface or deal content managed web page areas, if the price level does not contain a price for the set price level, then the deal will not be able to be redeemed, nor will the price be displayed in the system generated description of the deal.

Functionality Affected: Product Deals
Impact: Normal

TOT-2856 - Renaming of content managed web page area format types

Within the Administration Centre, under the websites menu, in the websites tree, upon expanding the folders within the Web Area Formats Libraries tree node, for each format associated with all different the areas, we have relabelled the formats to be more consistent and related to the functionality that they display.

Functionality Affected: Websites Admin Centre interface, Web Page Editor
Impact: Minor

TOT-2859 - Customer Account, User and Order address fields extended to 255 characters

For addresses stored against customer accounts, users, and orders, for address fields 1, 2 and 3 we have modified the fields stored in the database to now store up to 255 characters.
This allows more data to be stored in each of the fields to allow long place names, or concatenated address fields from the accounting/ERP system to be inserted into the fields.

Functionality Affected: Customer accounts, users, order address fields
Impact: Normal

TOT-2874 - Account Enquiry to display records from Ecommerce Standards Documents version 0.2

Within the Trade interface in the My Account interface, or within the Administration Centre within the Account Enquiry interface, we have modified the interface to be able to display record data that has been formatted into Ecommerce Standards Documents version 0.2.
The Ecommerce Standards Documents is a standard written by Xsquizzit to allow different types of data to be transferred between systems in a standard way. The Connector and TOTECS use this standard for transferring data between the two systems.

Functionality Affected: Account Enquiry
Impact: Normal

TOT-2875 - Product pack pricing displaying in product searches when using standardised pricing

Within the the Trade interface's product search results page, and on content managed web pages containing Product Search Results Listing areas, we have modified the product searching process to now return product prices factoring in pack pricing when the "Show Total Pack Price For Products" setting is set to ON. Because of this the product searches now will factor in quantity break discounts when calculating a product's price, when packs are being used.
For this improvement to come into effect please ensure that the Search Profiles have been regenerated by logging into the Administration Centre, under Inventory menu, click on Search Profiles, then press the Generate Search Profiles button.
This improvement may slow product searches down a small amount, so unless products must by displayed in pack prices, it is advisable to keep the "Show Total Pack Price For Products" setting to OFF to avoid the performance hit.
The improvement affects both the product searches in the Trade interface, and on the Product Search Results Listing content managed web page areas.

Functionality Affected: Product Search
Impact: Normal

TOT-2880 - Icons switched around for global and local formats within the Websites Admin Centre interface

Within the Administration Centre, in the Websites interface, when viewing the formats within the in the tree under the Web Area Format Libraries folder, we have modified the icons for the global formats to be in blue, and the global formats using the orange icon.
This makes the global format colours be consistant with the global content managed web page container colours.

Functionality Affected: Websites admin interface.
Impact: Minor

TOT-2882 - Websites details, attachment libraries, image libraries open in new windows from the Websites Admin Centre interface

Within the Administration Centre, in the Websites interface, when an admin user clicks on the websites domain, image library or attachment library tree nodes, a new window will open when the interface.
This makes it easier for Administrator users to switch between the two interfaces without having to reload the webpage.

Functionality Affected: Websites admin interface.
Impact: Minor

 
 

Bug Fixes

 
 


TOT-2762 - Uploaded logos not refreshing within the Interface tab of the Online Store Settings admin interface

Within the Administration Centre, under the Online Store menu, in the Interface settings page, when viewing the images of the company logo, trade interface logo, or navigation bar image, it was possible that the browser was caching the images and not displaying the latest images.
We have modified the images loaded in the Interface settings tab to ensure that the browser obtains the latest images.

Functionality Affected: Interface settings Administration Centre interface
Impact: Minor

TOT-2851 - Shopping List Products content managed web page area contains incorrect hook name in Shopping List Product format

On a content managed web page containing a Shopping List Products area, in the "Shopping List Product Record" format the "shoppinglist_product_list_remove_on" hook is incorrectly evaluating out to [INVALID FORM VAR], instead on the javascript function that allows a product to be removed from a shopping list.
Within the Administration Centre, under the Websites interface, after expending the nodes: Web Area Formats Libraries, User/Account Management, Shopping List Products, Shopping List Product Record, upon clicking on any format, in the Edit Web Area Format dialog the Area Format Hooks list that previously labelled shoppinglist_product_list_remove_on has been updated to be correctly labelled as "shoppinglist_product_list_remove_onclick".

Functionality Affected: Shopping List Products content managed webpage area
Impact: Normal

TOT-2854 - Basket currency totals not updating when a user changes their currency

On a content managed web page containing a User Locale area, if the user changed their currency assigned to their session, then any basket total hooks in a Basket Products Listing area were not being updated with totals calculated on the new selected currency.
We have modified the currency switching process to ensure that the basket currency totals are recalculated when the user's currency is changed.

Functionality Affected: User Locale update process
Impact: Major

TOT-2857 - RRP pricing hooks in Search Products Listing content managed webpage area not showing the correct price a the guest user's region

On a content managed web page that contains a Search Product listing area. If the user was assigned to a region that had set a RRP price level set that was different to the project's RRP price level, when the user viewed the RRP pricing of products in the area, it was displaying the RRP price based on the system setting and not the region's RRP price level.
We have modified the the search profiles and product searches to ensure that a region's RRP price level will be used for a guest user if applicable. For existing TOTECS projects the search profiles will need to be regenerated for this bug fix to come into effect.

Functionality Affected: Product searching
Impact: Major

TOT-2860 - Account Enquiry credit records from Micronet showing incorrect tax amounts on line items with multiple quantities

Within the Administration Centre's Account Enquiry, or through the Trade interface, when a user views a credit record for a given account from Micronet Distribution accounting system, the Tax Amount totals on the credit lines are being incorrectly calculated when the unit quantity is not 1.
We have modified the Tax Amount column to correctly calculate the Tax Amount applied to each line when the credit data is coming from Micronet.

Functionality Affected: Account Enquiry Credit record.
Impact: Normal

TOT-2861 - Switching navigation style of the categories dialog in the Trade Interface causes the top level categories to reload

Within the Trade interface, after a user has clicked on a category from the left hand navigation, in the Categories dialog if the user navigated through the categories then changed the list of style of the categories, the dialog would return the user to the top level categories.
We have modified the category trade interface dialog to ensure that once a use clicks on one of the navigation style buttons to display categories for, that it reloads the current category in the requested style.

Functionality Affected: Categories trade interface dialog
Impact: Normal

TOT-2864 - Products in packs having incorrect unit price displayed when unit price is stored as pack price

Within Product Details page of the Trade interface or on content managed web page displaying a product details area, the unit price of the product would display incorrect if the product was in a pack, and the pricing stored was for the pack price, and the product pricing was calculated using the standard method.
We have modified the product pricing calculations to ensure that it correctly calculates the unit price of a product, if the product pricing is stored in pack pricing. Previously the pricing was not factoring the units within the pack.

Functionality Affected: Product pricing calculation
Impact: Major

TOT-2865 - Unable to set a URL of a News/Blog Item field using the rich text editor's Link dialog within the News/Blogs Admin Centre interface

Within the Administration Centre, under the Marketing menu, in the News/Blogs interface, upon clicking to view the News/Blog Items against a news group, then clicking the Set Details button to bring up the News/Blog Item Details dialog, for the item's Heading, Body or Spare Field text boxes, it is impossible to embed a link within the fields when using the rich text editor's link dialog.
We have modified the News/Blog Item Details dialog to not set a modal pane behind it to ensure the rich text editor's dialogs can have content set by users.

Functionality Affected: News/Blogs Admin Centre interface
Impact: Normal

TOT-2868 - news_id hook in News Item format of the News/Blog Item content managed web page area displaying [INVALID FORM VAR]

For a content managed web page displaying a News/Blog Item area, if its "News Item" format contained the news_id hook, its value would evaluate out to [INVALID FORM VAR].
We have modified the News/Blog Item area to ensure that the news_id hook always evaluates out the news_id associated with the news/blog item.

Functionality Affected: News/Blog Item content managed web page area
Impact: Normal

TOT-2869 - Recycled attachment files not displaying in a content managed website attachment library when re-uploaded to the Admin Centre

Within the Administration Centre, under the Websites menu, within the website tree, upon clicking on an attachment library, in the Edit Attachments Library if an admin user had sent an attachment file to the recycling bin, then uploaded another file with the same filename and type, upon refreshing the web page, the attachment file would not be listed.
We have modified the file upload process to no longer flag a file as being recycled if a newer version of the file had been uploaded.

Functionality Affected: Edit Attachments Library Admin Centre interface
Impact: Normal

TOT-2871 - Global Product Search Form content managed web page area format missing mandatory hook

Within the Administration Centre, within the Websites interface, upon expanding the Web Area Formats Librares tree node, within the Search node, Product Search Form (Using Search Profiles) node, in the Search Profile Form format the global format labelled "Advanced Search w/option of search" did not have a mandatory hook set within it.
We have modified the global format to contain the correct mandatory hook "advsearch_onclick" in the format.

Functionality Affected: Search Profile Form content managed web page format "Advanced Search w/option of search"
Impact: Minor

TOT-2872 - Redeemable Deal Products Listing content managed web page area not displaying redeemable promotion deals on Emedia Email rich-text web page

On a content managed web page that contains a Redeemable Deal Products Listing area. If the web page was used as the rich-text part of an Emedia Email, and the area was set to display only deals that can be redeemed via promotional codes, the area would not display products in any Emails sent out to users.
We have modified the area to ensure that it can display products when it is assigned to an Emedia Email. Previously the area would only allow products to be displayed against a deal once a user had entered a promotional code.

Functionality Affected: Redeemable Deal Products Listing content managed web page area.
Impact: Normal

TOTECS Platform Release 9.00

Please view the notes below about the changes to the TOTECS Platform for release 9.00. These changes can also be viewed from within the Administration Centre.

 

New Features

 

TOT-2519 - News/Blog Crumbs content managed web page area
 

Within the Administration Centre, under the Websites menu, wihtin the Webpage Editor, when creating a new area within a container, under the News/Blogging menu icon, there is a new area called "News/Blogs Crumbs".
This area will display crumbs that allows users to navigate between news items, news groups or a designated home page.
The area contains the following formats:
News Group Crumb: format displays details of a news group
News Item Crumb: format displays details of a news item
The area will display the News Group Crumb format before the News Group Item format.
The area will display the News Group Crumb format if the newsgroup_id parameter is given in the webpage's URL or a news item ID is given in the URL.
The area will display the News Group Item format if the newsitem_id parameter is given in the webpage's URL.
The area allows you to set web pages to link to a home page, news group and news item. These inputs correspond to hooks that you can set in anchor tags to link the user to the correct page.

Functionality Affected: News/Blogs Crumbs content managed web page area.
Impact: Normal


TOT-2834 - Customer Accounts Administration Centre interface

Within the Administration Center, under the Users menu there is a new menu option called "Customer Accounts" that links to an interface that displays all the customer accounts within the TOTECS project.
The interface automatically loads all accounts when first loaded, with the ability to search on accounts using the search inputs above the table.
For each account row clicking on the Detail button will display a dialog with details of the account.
Clicking on the Live Enquiry button will open a new browser tab loading account enquiry.
Clicking on the Addresses button will display a dialog showing all the addresses associated with the account. If no addresses exist then a message will display informing so.
Clicking on Account Pricing will display a dialog show all the product pricing that is specific to the account.
The interface can be hidden or shown based on the Administrator Role's "Users" permission being set to Allow or Deny.

Functionality Affected: Customer Accounts Administration Centre interface
Impact: Normal
 

Improvements

 


TOT-2741 - Model Search Form Content Managed Webpage area to display model codes in a drop down

We have modified the News/Blog Item Comments to now allow a comment to be marked as an answer to the news/blog item. This allows forum or question/answer structures to be set up with the News/Blog feature.
Within the Administration Centre, under the Websites menu, within the Web Area Formats Libraries, under Model node, Model Search Form node, in Search Model Form format node, when modifying a format in the Webarea Format Details there is now a hook labelled "model_code_select".
This hook displays a drop down selection list that will update with model codes once the make, model or year drop downs have a value selected.
If a model_code_select and model_code_input hook exist in the same format, then when a model search is performed whichever hook contains a value will be passed to the search function. If both are set then the model_code_select's value takes preference.

Functionality Affected: Model Search Form content managed web page area.
Impact: Normal


TOT-2819 - Related Products content managed web page area to display RRP pricing

On a content managed webpage containing a Related Products area, we have modified the area so that all the hooks available to the "search item listing" format contain values, including the RRP pricing hooks.
This allows RRP pricing to be displayed in Related Products areas.

Functionality Affected: Related Products content managed web page area.
Impact: Normal


TOT-2822 - Why Doesn't My Product Show admin interface now called Product Diagnostics, showing more information

Within the Administration Centre, under the Inventory menu, we have modified the Why Doesn't My Product Show interface to now be called Product Diagnostics.
The following changes have been made to the report:
Admins now can set the quantity to obtain product pricing for
The results now display the following data:
Account price level
User's assigned interface
Taxcode rate
Taxcode description
Price level price
Quantity price-level prices
Account specific prices
Final calculated product prices
This feature helps make it easy to see how the pricing gets calculated for the product, as well as any issues that cause the product not to be seen by a given user.

Functionality Affected: Product Diagnostics admin centre interface
Impact: Normal


TOT-2824 - Send an email notification when a user creates or updates a news/blog item from a News Item Form content managed web page area

On a content managed webpage containing a News Item Form area, once a user has submitted a new news item or updated an existing news item, an email notification is now sent out with the details of the news item.
The email is sent to the email address defined for the "Feedback And Enquiries Email" setting within the Online Store menu, Organisation settings.

Functionality Affected: News/Blog Item Posting process
Impact: Normal


TOT-2825 - News/Blogs interface improvements within the Administration Centre

Within the Administration Centre, under the Marketing section, in News/Blogs interface we have made the following improvements:
News/Blog Groups are displayed in a paginated table form.
User Accounts can be set against News/Blog Groups via a dialog that is opened against each news group.
News/Blog Items are displayed in the a dialog, either by pressing the View All News/Blog Items button, or by clicking on a News/Blog Items button against each news group.
Details of a news group can be updated by opening a dialog from the Set Details button against each news/blog group.
Counts of News/Blog Item comments are now displayed against news items. Upon clicking on the link you can see all comments against the news item in the comments dialog. You can see all comments in the project by also clicking on the View All News/Blog Item Comments button on the interface.
Details can be updated against a news/blog item by clicking on the Set Details button against news items in the News/Blog items dialog.
News/Blog items can be filtered in its dialog based on Active status, Comment status or Sticky status.
News/Blog items can be moved from one group to the next by going into the News/Item Detail dialog and changing the news group.
Products can be assigned to news/blog items by clicking on the Products button against each news item in the News/Blog Items dialog. In the News/Blog Item Products dialog products can be added to the item by keying in the product item ID, and using the auto complete function.


Functionality Affected: News/Blogs Administration Centre interface
Impact: Major


TOT-2829 - Drop down list element in an Enquiry Form content managed web page area to not allow the default option value submitted

Within the Administration Centre, under the Websites menu, upon clicking on a web page, clicking on the Modify Area button for an Enquiry Form area type, against an element set as a drop down, in the in the Edit Element dialog we have modified the Default Value and Default Value Valid fields to be editable when the type is set to drop down.
If the Default Value Valid setting is set to no, and the Default Value setting is set to the same value as the first option in the Options list, then when a user submits the enquiry form they will be told to select a different option for the element, if the selected option's value matches the Default Value.

Functionality Affected: Enquiry Form content managed web page area
Impact: Normal


TOT-2836 - Set products deals to be redeemed for a total limited amount of products

Within the Administration Centre, under the Marketing section, in the Product Deals, within the Set Deal Detail dialog there is now a drop down to the left of the Frequency row that can be set to the following options:
For Each Product: Dictates that each product assigned the deal can be redeemed for the given limited number of times.
Total Products In Deal: Dictates that deal can be redeemed for the limited number of times totaled across all the products assigned to the deal.
Total Products In Deal Group: Dictates that deal can be redeemed for the limited number of times across totaled across all the products assigned to all deals in the deal's assigned deal group.


Functionality Affected: Add-to product process, Product Deals and Vouchers admin interface
Impact: Normal


TOT-2837 - Group product deals and apply restrictions on product offers across all the deals within the deal group

Within the Administration Centre, under the Marketing section, in Product Deals there is now a button labelled "View Deal Groups". Upon clicking on the button displays a dialog that lists all deal groups. In the dialog you can create new deal groups, update the label of existing deal groups, as well as delete deal groups.
For a deal, upon clicking on the Set Deal button, in the Set Deal Details Dialog there is now a drop down labelled "Deal Group" that lets you assign a deal to one group.
Additionally for the Frequency row, in the frequency unit dropdown there is now an option "Total Products In Deal Group", that allows a products in the deal to be redeemed a fixed number of times across all deals assigned to the same deal group.

Functionality Affected: Add-to product process, Product Deals and Vouchers admin interface
Impact: Normal


TOT-2839 - Set News/Blog Items as Sticky and always appearing at the top of a News Group/Blogs Items Listing content managed web page area

Within the Administration Centre, under the Marketing menu, in News/Blogs, clicking the News/Blog Items button against a news group, then clicking the Set Details button against a news item, in the News/Blog Item Details dialog there is now a drop down labelled "Sticky".
When the news/blog item is set Yes to sticky, then the news/blog item will always appear before all non sticky news/blogs when being display in a News Group/Blogs Items Listing content managed web page area.

Functionality Affected: News/Blog admin interface, News/Blog Group Listing content managed web page
Impact: Normal


TOT-2840 - Users able to mark News/Blog Item comment as an answer

Within the Administration Centre, under Websites, with the Websites tree, under Web Area Formats Libraries, in the News/Blogging node, within News Comments Listing area, in the News Comment Listing Item format there the following new hooks available:
news_comment_id: ID of the news comment
comment_is_answer: Either Y or N. Set to Y when the comment is marked as an answer.
user_posted_news_item: Either Y or N. Set to Y when the user viewing the comments listing had posted the associated News/Blog item.
comment_is_answer_onclick: Javascript function that marks the comment as an answer. All other comments assigned to the news/blog item will not be marked as answers.
comment_not_answer_onclick: Javascript function that marks the comment as not being an answer. Once updated the area will be redrawn.
When these hooks are used in the area it allows the person who posted a news/blog item, to be able to mark the comment which is the answer.


Functionality Affected: News/Blog admin interface, News Comments Listing content managed web page
Impact: Normal


TOT-2841 - Supplier hook for Product Detail content managed web page area

Within the Administration Centre, under Websites, with the Websites tree, under Web Area Formats Libraries, in Product node, within Product Detail area, in the item Details format there is now a hook labelled "_P_Supplier" that allows the supplier field to be embedded in the area.


Functionality Affected: Product Detail content managed web page area
Impact: Minor


TOT-2843 - Incremental importing of data in the Product Account Pricing Accounting Connector data import

Within the Administration Centre and the Data API when a Product Account Pricing data import is run, it now has the ability to update or delete only pricing records that been given, when the data import mode is set to incremental for the Connector.
This functionality dramatically reduces the amount of data required to be uploaded to the project, reducing bandwidth, and processing time to import product account pricing.

Functionality Affected: Product Account Pricing accounting connector data import
Impact: Major


TOT-2844 - Facility role permission to allow order email field not be pre-filled

Within the Administration Centre, under the users menu, within the User Permissions interface, when editing a Facility Role there is now a permission labelled "Prefill Email field in Order Details".
If the permission is set to deny then the email field on the Trade interface's Order Details page will not be filled with the previous email for users.
Additionally this permission will stop the email field from being set within the Order Checkout/Submission content managed web page area.

Functionality Affected: Order Details trade interface, User Permissions Administration Centre interface, Order Checkout/Submission content managed web page area
Impact: Normal


TOT-2845 - Set label of Deal Offer panel in the My Basket page of the trade interface

Within the Administration Centre under the Marketing menu, in Marketing Settings interface there is now a setting labelled "Deals Panel Label In Trade Interface" which allows the label of the Deal Offers panel within the trade interface to be set.

Functionality Affected: Marketing Settings Administration Centre interface, My Basket trade interface
Impact: Minor
 

 

Bug Fixes

 

TOT-2801 - Users unable to redeem product deals that contain offer types dependent on the basket total

Within the Trade interface, or on a content managed web page that contained either a Product Deals Listing or Redeemable Deal Products Listing area, if a deal was being redeemed that contained one of the 4 offer types that was dependent of the user's basket total being over a given threshold, the user would not be able to redeem the product and deal.
We have modified the add-to-basket process to correctly allow a product to be added to basket with a deal that contains an basket offer type.
This issue was caused by a programming error, where code was left which caused the user's basket totals to never be calculated correctly.

Functionality Affected: Add-to-basket process
Impact: Major


TOT-2802 - Deal description with dollar symbol displays [INVALID FORM VAR] within My Basket, Product Details and Search Results pages of the Trade interface

Within the Trade interface, on either the My Basket, Product Details or Search Results page, if a user views a product deal that is displayed with its description, and the description contains a dollar symbol, then the text "[INVALID FORM VAR]" will be substituted from the position of the dollar symbol.
Within the Trade interface we have modified the deal descriptions displayed against product deals to ensure that dollar symbols get displayed correctly on the My Basket, Product Details and Search Results pages.

Functionality Affected: My Basket, Product Details, Search Results pages
Impact: Normal


TOT-2803 - Deal label with dollar symbol displays [INVALID FORM VAR] within My Basket, Product Details and Search Results pages of the Trade interface

Within the Trade interface, on either the My Basket, Product Details or Search Results page, if a user views a product deal that is displayed with its labels, and the label contains a dollar symbol, then the text "[INVALID FORM VAR]" will be substituted from the position of the dollar symbol.
Within the Trade interface we have modified the deal labels displayed against product deals to ensure that dollar symbols get displayed correctly on the My Basket, Product Details and Search Results pages.

Functionality Affected: My Basket, Product Details, Search Results pages
Impact: Normal


TOT-2805 - Users cannot view attachment files for a shared shopping list in a Shopping List Attachment List content managed web page area

On a content managed web page containing a Shopping List Attachments List area, the area was not displaying attachments to users who have been assigned to the shared shopping list.
This was due to a programming bug, which was caused by the facility role permission "View Shopping List Attachments" never being checked for the user, which did not allow them to view the shopping list.
We have fixed this bug to ensure that shopping list attachments can be seen by shared users if the facility role permission is set to allow for their permission role.

Functionality Affected: Shopping List Attachments List content managed web page area
Impact: Normal


TOT-2806 - Users cannot upload attachment files over 1MB to a shopping list in a Shopping List Attachment List content managed web page area

On a content managed web page containing a Shopping Listing Attachment Upload Form area, a user is unable to successfully upload a file over 10MB in size.
We have modified the shopping list attachment file upload to allow files up to 10MB in size to be successfully added to shopping list. Previously the limit was set to 1MB in size.
We recommend that a message be placed in the upload form area advising users that they can't upload files over 10MB in size.

Functionality Affected: Shopping Listing Attachment Upload Form content managed web page area
Impact: Normal


TOT-2808 - Error dialog appearing when users to choose combination options in Product Details content managed web page area

On a content managed web page containing a Product Detail area, if the area is displaying a combination product with drop down options, upon the user choosing an option, an error dialog incorrectly appears after the server has validated the chosen option.
We have modified the Product Details area to correctly handle when combinations options are being chosen.
This issue was caused by changes to the area with development in the Deals and Vouchers feature, with the javascript of the area not correctly handling deal data returned with the server response.

Functionality Affected: Product Detail content managed web page area
Impact: Normal


TOT-2809 - Account product pricing not being applied to products for users assigned to multiple forced contract prices based on quantity breaks

Within the Trade interface, when a user was looking at the price of a product, if the user was assigned to a contract with forced pricing and the contract contains multiple product prices based on quantity breaks, the incorrect price was being chosen for the product.
For projects using the standard pricing to calculate product pricing, we have modified the product pricing algorithm to correctly factor in forced contract pricing applied to a user's account, and correctly determine the price for a product.

Functionality Affected: Product Pricing
Impact: Major


TOT-2810 - Users unable to pay for orders using Paypal when product prices are rounded and surcharges are applied

Within the Trade interface or on an content managed web page, if a user adds products to their baskets that containing prices that have been rounded, once the user checks out, on the order details page if the user chooses paypal as the payment option and the order has surcharges applied to, once the user clicks the next button sometimes they are not being redirected to paypal's site and instead an error message is being returned to the browser.
At the time of paying for the order with paypal, if the order had surcharges applied then the payment amounts given to paypal may have totalled incorrectly, causing paypal to not accept the order.
We have modified the paypal order submission to reduce the product item amount passed to paypal if a rounding issue on the tax calculated occurs. This ensures that the totals given to paypal always add up.

Functionality Affected: Paypal order submission payment method.
Impact: Major


TOT-2811 - Users unable to update display name in User Details/Favourites/Orders area on a content managed web page

On a content managed web page containing a User Details/Favourites/Orders area, when a user tries to update their display name through the area, the new display name was not being saved.
For the User Details/Favourites/Orders area on a content managed web page we have modified the the User Details save process to ensure that it saves the display name.

Functionality Affected: User Details/Favourites/Orders content managed web page area.
Impact: Normal


TOT-2812 - User login ID not displaying in Forgot Password Email when user authenticates with Email

On a content managed web page containing a User Login area, if the user uses the forgotten password dialog to send a new password to their email address, and the user authenticates themselves by entering an Email, then the Email sent to them displays an empty value for where the user's login ID should display.
We have modified the email being sent out to ensure that the user_login_id hook in the email displays the user's login ID.

Functionality Affected: Forgot password email sendout.
Impact: Normal


TOT-2813 - Contracts Accounting Connector data import failing to import contracts when contract ID length is over 35 characters

Within the Administration Centre, under the Inventory menu, in Data Imports, within the Accounting Connector Imports tab, when running the Contracts import it failed to complete and displays an error message.
When running the Contracts import we have modified the import to correctly handle importing contracts that contain an ID greater than the database character limit (35 characters).
Previously the import was letting the database concatenate the contract IDs which would cause the data import to be allowed to create duplicate contracts with the same ID.

Functionality Affected: Contracts Accounting Connector data import.
Impact: Normal


TOT-2814 - User incorrectly able to see product pricing when assigned to account without a price level

For a user viewing products through the Trade interface or on a content managed website, if the user was assigned to an account that did not a have a price level assigned to it, then the user could have been still able to see product pricing.
We have modified the login process to correctly setup the user session so that it can handle when their account is not assigned to a price level.
The products and pricing were still able to be seen by the users if their account was assigned to price levels using older account pricing method, and the older price levels were being used to obtain pricing when the new standard pricing method could not obtain any pricing.

Functionality Affected: Product Pricing
Impact: Major


TOT-2816 - Product categories not displaying when a user's account is assigned to a contract with viewable products

Within the Trade interface's left hand menu, or on a content managed web page containing a Category Listing area, no categories are being displayed to a user even if the user is assigned to a contract that contains a number of viewable products.
We have modified the user permissions generation process to correctly calculate the available top level categories for users to see based on their account containing valid contracts with products that can be seen.
Previously the generation process was only grabbing one account assigned to a contract to calculate the category permissions for. we have modified the process to ensure that all accounts assigned to a contract are factored in when generating category permissions.

Functionality Affected: Inventory Role Permissions Regeneration process.
Impact: Normal


TOT-2817 - User not having to pay for products when adding more free quantities than a deal allows when a product that does not have pricing

Within the Trade interface, on the My Basket page, if a user has redeemed a product deal for free, and the deal has a limit on the quantity that the deal applies for, then the user is still able to add more quantities to the product for free.
We have modified the add-to-basket process to not allow a user to add more than the allowed quantity of a deal, if the product does not contain a price based on the user's account.

Functionality Affected: Add-to-basket process.
Impact: Major


TOT-2826 - Users unable to register when a temporary user already exists with the same email address

On a content managed web page containing a User Registration area, if a user registered with an email address that was already assigned to a temporary user, the registration process would abort and display an error message to the user.
We have modified the area to ensure that users can register. The issue was caused when there was already a user in the project with the same email address who was marked as temporary, and the process was not able to correctly update the details of the existing user for the registered user.
We have fixed the registration process to correctly update the existing user's details.

Functionality Affected: User Registration process
Impact: Normal


TOT-2827 - Shopping list date hook to displaying correctly in Shopping List Products content managed web page area

On a content managed web page containing a Shopping List Products area, when the details of a shopping list are displayed with the "Shopping List Products Listing" format, the hook "shoppinglist_date" is evaluating out to [INVALID FORM VAR].
We have modified the "Shopping List Products Listing" format to ensure the hook "shoppinglist_date" displays the date.

Functionality Affected: Shopping List Products content managed web page area.
Impact: Normal


TOT-2828 - Redeemable product deal offers in Trade interface being duplicated when ordering of deals is not based on the deal ID

Within the Trade interface, on the My Basket page, in the Deal Offers panel, if multiple redeemable deals were displaying in the panel, and the deals were being ordered by the deal description, the same products deal offers were being displayed multiple times.
We have modified the redeeming deals server function to correctly obtain the next page of deals.

Functionality Affected: My Basket Trade Interface page
Impact: Normal


TOT-2830 - Order Email notification not being sent after a Purchaser Manager user approves an order

Within the Trade interface, if a purchase manager user has been set up and approves a pending order submitted by another user, the Order Email notification was not being sent to the email configured within the Administration Centre (under the Online Store menu, in General settings, labelled "Order Submission And Registration Email").
We have modified the Purchaser Manager order approval process to now sent out an Confirmation Email Notification once a manager approves an order.
Additionally we have modified the process to send out an order failure notification if the order could not be sent to the external accounting system.

Functionality Affected: Order Submission process
Impact: Normal


TOT-2831 - Products with double quote characters in names cannot be added to Product Groups in Administration Centre

Within the Administration Centre, under the Inventory menu, in Product Groups, if a user tried add a product to a group where the product contains a double quote character in the product name, an error dialog incorrectly appeared with a javascript parsing error. Additionally the products table would not load when any products assigned to the group contain a double quote in their name.
WeI have ensured that any product data being loaded into the product table is properly handled.
The bug was caused by the product being added to the group having a double quote in its name, which was not properly handled in the data being returned from the server.

Functionality Affected: Product Groups admin interface
Impact: Normal


TOT-2832 - Shopping list products unable to be imported to basket from Shopping List Products content managed webpage area

On a content managed web page containing a Shopping List Products area, if the area's "Shopping List Products Listing" format contained the shoppinglist_import_onclick, when the user tried to import the products to their basket, the area would redraw but no products would be added to basket.
We have modified the area to correctly be able to handle importing shopping list products to basket.
This issue was caused by the area never being able to handle importing shopping list products originally.

Functionality Affected: Shopping List Products content managed web page area
Impact: Normal


TOT-2833 - Pack pricing hooks rounding incorrectly in Product Details content managed web page area

For a content managed web page displaying product pack pricing hooks in a Product Detail area, if the unit price of a product contained more that 2 decimal places and the product was in a pack, then the unit price would be incorrectly rounded to the displaying number of decimal places first before multiplying the price by the number of units per pack.
We have modified the pricing function to now correctly applied rounding on pack pricing hooks after all calculations have been made.
The price displayed would have no effect on the correct pricing being calculated when the product was added to basket.

Functionality Affected: Product Details content managed web page area
Impact: Normal


TOT-2835 - User unable to redeem available product deal in My Basket page of the Trade interface

Within the trade interface, on the My Baskets page, if a user was trying to redeem a product deal that is valid for them to redeem, an error message would appear informing them that they couldn't redeem the deal.
The bug was caused by the quantity field being incorrectly set against a deal's offer once a offer had been changed through the Administration Centre.
We have modified the Product Deals and Vouchers admin interface to correctly clear the quantity field when offers were being changed, which ensures that a product will be added to basket with the correct redeemed quantity.

Functionality Affected: Product Deals and Vouchers admin interface.
Impact: Normal


TOT-2849 - Emedia Email views graph data not totaling to view count within Administration Centre

Within the Administration Centre, under the Marketing section, in Emedia Messaging, upon clicking the results button of an Emedia Email, it was possible that the graph was not showing all views of Emails.
If the user viewing the email did not have their email client or browser send the "browser agent" in the HTTP request of the hidden gif image, then the log to register the details of the view did not register, hence why that graph data was not adding up with the total count.
We fixed the bug to ensure that the statistics of a user view for an email are correctly logged.

Functionality Affected: Emedia Messaging statistics recording
Impact: Normal


1 Page