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
style="font-weight:bold">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
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
8th April 2025
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.
https://docs.totecs.com/TOTECS/Purchaser-Punchout-and-Ordering.html">https://docs.totecs.com/TOTECS/Purchaser-Punchout-and-Ordering.html
style="font-weight:bold">Functionality Affected: Platform API, Order Checkout Submission Profiles administration centre interface
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
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:
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.
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: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: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