TOTECS Platform Release 9.05
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:
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:
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
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:
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:
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:
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.
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:
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:
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:
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:
Users creating news/blog items can embed the following text sequences into the news/blog item fields to have the text be formatted:
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:
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
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
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