Drop 74
July 22, 2024
π Drop notes structure
The release notes are organized into categories, starting with Core, which spotlights a few entries from the most recent four core releases. This is followed by Docs, which covers new documentation pages introduced or features to the portal. Subsequently, All Apps highlights general updates applicable across all applications. Succeeded by dedicated categories for each App individually, like Checkout, Loyalty, Tasks, CFD, etc.
Further categorization follows an alphabetical order representing the modules available in Admin Suite, including modules like Control Room, Financials, Orders, etc.
Each category is divided into three sections:
- Added: Lists new features or functionalities.
- Improved: Describes enhancements to existing features or functionalities.
- Fixed: Details bug fixes that have been addressed.
Within each category, entries are listed in a way we think are most impactful to least.
In some instances, a drop may include no changes for certain Apps, categories, or sections. In such cases, the corresponding part will not be shown in the notes.
Categories impacted by this drop
Core - Docs - POS - Tasks App - Checkout App - Loyalty App - CFD - Admin Suite - Compliance - Control room - Orders - Organizations - People - PIM - Promotions - Stock - Tasks
Coreβ
π Addedβ
- As of Core drop 2.0.746, you can automate the removal your customer data from EVA.
- Core drop 2.0.746 introduced functionality for preventing the transmission of stencils based on your own custom logic.
- Send out your RTS related emails automatically, since Core drop 2.0.743.
- Check out the data behind your ZonedCycleCounts with Core drop 2.0.743's ZCC Data lake export.
β Improvedβ
- Since Core drop 2.0.746, roles can only be added to users if they match the user types specified in that role.
- When logging in, EVA will try and log users into their Primary store.
POS 2.116.xβ
π Addedβ
Returns between companiesβ
If a customer tries to return an order in store, that was originally sold from an e-com entity which falls under a different company, the return order will be automatically, and no refund flow will be needed as the refund will also be issued automatically.
Loyalty Program Payment Type Supportβ
The POS now supports payment types pertaining to a Loyalty Program. For details on setting up this payment type within a Loyalty Program, please refer to the Loyalty Program Payment types documentation.
Identifying Loyalty Programs by Barcodeβ
POS now supports identifying loyalty programs through barcode scans. Scanning a barcode in the checkout flow that pertains to a loyalty program will automatically attach the corresponding program to the order.
β Improvedβ
Case managementβ
It is no longer possible to edit case details from POS. Instead, when viewing a case's details, we now show a QR-code which can be scanned using the Loyalty App to take over the case management from there.
Customer subscriptionsβ
When searching for customers, the customer details card now includes the customer's current subscriptions as well as a button to specifically edit subscriptions.
Subscriptions Linked to Loyalty Programβ
During the checkout process, if a Subscription is linked to a loyalty program (indicated by setting the Handler field to "Loyalty Program"), and a user identifier is needed (as specified by setting the User Identifier field to "Request from frontend"), POS will now prompt a User Subscription Identifier tile where a user's input is required.
The tile will appear as a required order option, outlined in red until an input is entered. Previously, this information was requested via a popup modal.
π§ Fixedβ
Expand to see fix(es)
- When in Local mode, only the Order remark Checkout option should be available.
- When subscribing users while in an active basket, we now make sure to correctly update the user subscription status in the basket as well.
- We fixed a small issue where customer creation would end up in a loading loop in some rare cases.
- Configurable products will no longer show current store stock as 0.
Tasks App 1.90.xβ
π Addedβ
Serial numbersβ
When creating repair tasks, it is now also possible to add a serial number to a product by scanning the serial number. Adding the number manually will remain possible as well.
Mind that any product added with an associated serial number directly (via API), cannot have its serial number changed.
Repair Subtopicsβ
Repair tasks now support case subtopics in addition to its main topic. These can be seen when creating new repair tasks.
Scan serial numbersβ
From the repairs overview list screen, it is now possible to scan a serial number to navigate straight to the corresponding repair task.
β Improvedβ
Pincode login UXβ
If available, the pincode login option will now always be displayed next to other login methods since this is the fastest and most convenient method for users.
Navigation after creationβ
After creating a new repair task, the user will no longer be navigated to a clean task creation form. Instead, they will be navigated to the homepage.
Warranty statusβ
We've made some improvements to displaying warranty statuses for products in repair tasks. When a product is not under warranty, we now display "No warranty". Additionally, we display the warranty expiration date, if applicable.
Optional messagesβ
Adding a message for the customer when completing a repair task is now not only optional, but also configurable. Set App:Repairs:DisplayMessage
to true to allow for adding messages.
π§ Fixedβ
Expand to see fix(es)
- We fixed an issue where clicking a repair task multiple times, would open up the same task multiple times, so that navigating back would just show the repair task again.
Checkout App 1.90.xβ
π Addedβ
Printing gift receiptsβ
You can now add a name and an optional message when printing gift receipts.
Missing user requirementsβ
We added a notification during checkout to indicate any missing user requirements necessary for checkout.
β Improvedβ
Pincode login UXβ
If available, the pincode login option will now always be displayed next to other login methods since this is the fastest and most convenient method for users.
RTS UX improvementsβ
When creating return to supplier (RTS) orders we now no longer preselect return reasons or suppliers to make sure all selections are conscious selections by the user. We only preselect the supplier in case only one supplier is available.
π§ Fixedβ
Expand to see fix(es)
- When creating interbranch orders, the Shipment ID field will be hidden in cases where it is not used (setting based).
- When adding a service product to the cart, it was mandatory to provide a cost price. Since this property is not necessarily required, the field no longer shows as mandatory.
- We've made a little adjustment in our verbiage for the Sales App; anywhere we used to say 'VAT' we now use 'Tax'.
- When scanning a coupon, we would use our default scanner layout, which shows a button at the top to manually 'add products to your basket'. Since we're scanning a coupon, this makes no sense; we've removed the button for these cases.
Loyalty App 1.90.xβ
π Addedβ
External User Searchβ
The Loyalty App now supports External User Search when enabled.
User Requirement Notificationβ
We added a notification to the profile overviews to highlight any missing user requirements.
Parent and Subtopic Case Supportβ
The Loyalty App now supports managing cases with parent and subtopic structured topics. Learn more about this feature here.
β Improvedβ
Pincode login UXβ
If available, the pincode login option will now always be displayed next to other login methods since this is the fastest and most convenient method for users.
π§ Fixedβ
Expand to see fix(es)
- Fixed an issue preventing users from saving new cases in certain instances.
CFD 2.36.xβ
β Improvedβ
Amounts in overviewβ
The order amounts on the CFD now also correctly adhere to whether tax should be included or excluded of certain extra costs, e.g. shipping costs.
Shipping method labelβ
The shipping method label in CFD will now show the name of the applied shipping method instead of the default "Home Delivery" label.
Admin Suite 0.48.xβ
π Addedβ
UI improvements in Admin Suiteβ
We are progressively rolling out UI enhancements to the Admin Suite across various modules. These updates will include:
- Improved design and clarity of headers, footers, and buttons on pages and modals.
- More concise and clear instructional text.
- Refreshed filter sidebars.
These updates will not alter existing features unless explicitly noted in a separate drop note under the impacted module. We are implementing these changes primarily to improve overall consistency and user experience.
A notification will appear on the Admin Suite main dashboard, providing more details about the UI update. Up until this release, the following modules have been impacted:
Expand to view module names
- Compliance
- Control Room
- Financials
- Orders
- Organizations
- People
- PIM
- Promotions
The chapters that have received UI enhancements in this drop include:
Complianceβ
πΊοΈ Compliance by countryβ
π«π· France
π§ Fixedβ
- Corrected a few alignment issues on the French digital receipt.
π¨π Switzerland
β Improvedβ
Compliance Configuration Updates for Switzerlandβ
Compliancy configurations for Switzerland have been updated. These updates reflect our commitment to adhere to local regulations.
Implications of the Updates
- Invoice sequencing: The invoice sequencing format has been updated to "OU-ID_DocType_ID" to ensure consistency. Please note that numbering will restart with the implementation of this new format.
- Compliance: We ensure all data-related activities comply with local laws.
- Certified templates: New update with minor changes.
Action Required
If you currently have organization units operating in Switzerland with the WHITE_LABEL
compliance setting configured, the following action is needed:
The value of the setting Auditing:Provider
must be changed from WHITE_LABEL to CHE. For more information, refer to our Switzerland documentation.
Control roomβ
π Addedβ
Workspaces in Watchtower Chapterβ
You can now use the Workspaces feature in the Watchtower chapter.
β Improvedβ
Filter Stateβ
Setting filter(s) in the App settings chapter overview will now maintain its state as you navigate between the Create and/or Detail pages and back to the main Overview. Previously, navigating back to the Overview page would reset the filters.
Watchtower API Keyβ
You will be prompted to copy the API key for Watchtower only once, during the initial device configuration process. The API key will not be displayed again after you close the modal.
Ordersβ
π Addedβ
Date filtersβ
The date filters in the orders overview have been moved to a separate dedicated filters card: Date filters.
Stencil ID referenceβ
The Documents and Interaction logs tabs in the order detail page now include the Stencil ID for the stencil used to generate the document or interaction log.
Loyalty Program Sidepane Cardβ
We've added a new Loyalty Program card to the Sidebar Cards. This card displays the relevant loyalty program and its description for the order you are viewing, if applicable.
Expand to see fix(es)
- The Shipment details modal will no longer freeze after saving.
Organizationsβ
β Improvedβ
Linking to price listsβ
You can now navigate towards the details of a price list directly if it's displayed in the Financials card of an OU.
π§ Fixedβ
Expand to see fix(es)
- Resolved an issue where the Validate Audit Configuration popup moved out of the screen's visible area when displaying a long list of errors.
- Resolved a bug that prevented the clearing of fields when deleting the Country or Type in the Organization Sets chapter.
Peopleβ
β Improvedβ
Case Chapter Consolidationβ
We have merged the Case Settings chapter with the Case Management chapter, now renamed to Cases. All functionalities previously accessible from Case Settings are now available under tabs within the updated Cases chapter.
Parent Topic Casesβ
Subtopics can now be added to parent topics. Learn more about this feature here.
PIMβ
π Addedβ
Search Type in Product Propertiesβ
A new field, Search Type, is now available when Adding product properties. You can also use this field to filter results in the right-side pane.
Promotionsβ
π Addedβ
User Identifier in Loyalty Programsβ
We've added a new field to Loyalty Programs named User Identifier. For more details, see the field descriptions in the Create Loyalty Program documentation.
β Improvedβ
User Custom Field Discount Conditionβ
The User Custom Fields discount condition dropdown list, will now list the ones that correspond to the discounts specified organization unit. Previously, it showed all custom fields of type User, regardless of their association with the organization unit.
User Custom Field Discount Actionβ
The Custom Field discount action is now called User Custom Field Discount. The dropdown menu will display only the User type custom fields associated with the specified organization unit. Previously, it included all User type custom fields, regardless of their organizational unit association.
Button Name Updateβ
The Save button on the Create Loyalty Program modal is now labeled Create.
Restriction on Self-Applying Discountsβ
A new checkbox to restrict discounts from being applied to one's own orders has been added to the General details card of a discount. For more information, check here.
Error Message for Discount Action Modificationβ
Attempting to modify the action of a discount that has already been used will trigger the following error message: "Discount action type cannot be updated once the discount is used." Previously, such a change was blocked without providing any error message to indicate why.
Compliance Rule Default Valueβ
The default value for Compliance Rule is now None. Previously, the field required an input because it was empty by default.
OU Backend ID Displayedβ
In the Organization Details section of a promotion, the OU dropdown list now also displays the Backend ID. Previously, only the OU name was shown.
π§ Fixedβ
Expand to see fix(es)
- Resolved an issue where reordering layers triggered an error message in some instances.
Stockβ
β Improvedβ
Remembering filters in Overview and mutationsβ
To make your life a little easier, any filters specified in one of the tabs in the Overview and mutations chapter will now be remembered when switching between the tabs. However, they will be removed when you switch chapters.
PCP UX improvementsβ
We've made some slight UX improvements to the Product capacity plans chapter.
Tasksβ
β Improvedβ
Repairs improvementsβ
We've given the Repairs chapter an overhaul to better match the repair flow as implemented in App Suite.
Missing SFS methodsβ
When trying to complete SFS tasks from an OU that has no SFS shipping methods configured, we now show a toaster prompting the user to configure an SFS shipping method.
π§ Fixedβ
Expand to see fix(es)
- We fixed an issue with the Status filter in the Repairs chapter.