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
28th February 2020
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