VARStreet Release Note - Version 17.1

Published on Monday, 28th Nov 2016


Ability to Rearrange Technical Specification Sequence for Custom Catalog Products

Before Release

Previously, users could not change the sequence of the Technical Specifications listed under the technical specification tab for any custom catalog product.

After Release

A sequence / Order number has been introduced for each spec head in the Technical Specification Details page. The order number field is a dropdown for each item in the technical specification list. Using the dropdown, the user can change the order of the item as per their choice. Any changes in order will be visible on the Store as well as in Back Office.

Introduced Functionality to Set Credit Limit Amount for Customer

Now user has the ability to set Credit limit amount for customers in VARStreet. When Credit Limit exceeds the allowed limit, SO will not be converted to PO.

  • An additional field called ‘Outstanding Order Amount’ has been introduced at Customer Level in Customer Profile Section to adjust Credit Limit
  • When PO is created from SO the ‘Outstanding Order Amount’ will be incremented by SO Amount.
  • Also, when the payment is received from that customer, the user will have to adjust the ‘Credit limit’ field or the ‘Outstanding Order Amount’ field
  • When Credit limit exceeds ‘Outstanding Order Amount’ and if ‘Credit Limit’ rule is defined in Approval workflow then the SO created for that customer
    will have to be sent for approval. However, if the ‘Credit Limit’ rule is not defined, the user will not be able to convert SO to PO.

Introduced ‘Credit limit’ Rule under Approval Workflows

A new approval rule called ‘Credit limit’ has been introduced in Workflows. This helps in sending the sales orders for approval if the ‘Sales Order amount’ + ‘Outstanding Order Amount’ is greater than the Credit limit set for the customer.

Introduced Ability to Convert Opportunity to Sales Order in VS-CW Integration

When a user converts Quote to Order in VARStreet (VS), its corresponding opportunity in ConnectWise (CW) gets converted to Sales Order. Also the status of the opportunity will be updated to WON in CW. This will link all Products from the ConnectWise Opportunity to the New Sales Order created in ConnectWise.

Note - Opportunity will be converted to Sales Order in CW provided the opportunity in CW was created through the Quote in VS.

SEWP Related Enhancements

Status of Bundle Changes after modifying its SEWP Item Description

Before Release

Previously, status of bundle in SEWP Contract catalog would not change from ‘Approved’ to ‘Awaiting for Approval’ if its item Description was changed.

After Release

The status of bundle will now be changed from ‘Approved’ to ‘Awaiting for Approval’ if it’s SEWP Item Description is changed.

CLIN Checker Export File to Contain only Bundle Header

Before Release

Previously when a Contract Quote CLIN Checker file was generated, it would contain the Bundle Header as well as the bundle components in it.

After Release

Now the CLIN Checker file would contain only the Bundle Header and not its components.

Appending ‘-c’ for Dell Bundles in SEWP Contract.

Before Release

Previously when a user was exporting TR file for Dell bundles, the system would suffix Mfr. part number with ‘-c’, irrespective of whether the Mfr. part number has been already suffixed with ‘-c’ or not.

After Release

Now the system will check whether Mfr. Part number of Dell bundles has already been appended with ‘–c’. If not it will be appended and visible in export file. ‘-c’ will also be visible in SEWP quote.

Use Case - The user was appending Mfr. Part number of Dell bundles with ‘–c’ before exporting its TR file. So after TR Export the Mfr. Part number of Dell bundles would be appended twice with ‘-c’. Hence to resolve this issue, additional validation has been introduced.

Modifications to Existing Features

Introduced Ability to View Child Company’s Transactions in Spend Reports on Store

Before Release

Previously an administrator from the parent company could only run the Spend reports

After Release

Now a new column called ‘Customer Name’ has been added in both ‘By Transaction’ and ‘By Transactional Details’ Spend Report. The ‘Customer Name’ lists the name of the parent company as well as its child company

Use Case - The new ‘Customer Name’ column will enable the parent company contact to know the transactions details of the child company including the cart status (created, confirmed, and closed) and price, as well as details of the products in the cart.

Introduced “Address Line 3” for Credit Card Billing Address

A new field called ‘Address Line 3’ has been introduced in Credit Card billing address section for payment methods ‘Credit Card’ and ‘Govt. Issued Credit and Purchase card.

Use Case - The new field is introduced to capture the address line 3 of billing address for a Credit card.

Introduced ability to Select Vendor offering maximum price for products which are not in stock

Before Release

Previously when the stock for a product was not available from any vendor, the system would choose the vendor as per the ‘Cost Source’ defined in the price rule.

After Release

A new flag called ‘Use maximum cost when no stock available with any vendor’ has been introduced in Price rule. This will ensure that whenever the product is out-of-stock from any vendor, the system will pick the vendor with maximum cost to calculate the price of the product.

Note - ‘Use maximum cost when no stock available with any vendor’ flag will be available only when ‘Stock Available at Cost Source’ flag is checked.

Introduced functionality to synchronize Customer/Contact from ConnectWise (CW) to VARStreet (VS)

Before Release

Previously, the Customer/Contact details had to be manually entered/Uploaded from CW into VARStreet (VS).

After Release

The process is now automated. A new link called ‘Customer and Contact’ has been added in User Details Page. Clicking on this link will allow the VARStreet admin to synchronize the Customer/ Contact records from ConnectWise (CW) to VARStreet (VS) in bulk.

To access the link go to BO>>Admin>>Users>>User Name>>External System Link>>Synchronize>>Customer and Contact

Use Case - Instead of manually entering or uploading the Customer /Contacts from CW to VS, it can be synchronized from ConnectWise. This will also prevent duplicate records being created from VS to CW.

Updated ‘MercuryPay’ label to ‘Mercury/Vantiv’ under CC Authorizer Setup

Since ‘MercuryPay’ has now merged with Vantiv payment gateway, the label of payment gateway ‘MercuryPay’ has now been updated to Mercury/Vantiv under CC Authorizer Setup.

Bug Fixes

Shipping address being shown as Billing Address for Credit Card

Before Release

Previously, the shipping address was being populated as the billing address of the credit card for guest user in the shopping cart.

After Release

Now for guest user carts with payment method ‘Credit Card’ or ‘Govt. Issued Credit Card’, the system will not auto-populate the shipping address as the credit card billing address, instead it will allow the user to enter the billing address of the Credit Card which will then be saved as the billing address of the shopping cart and the same will be displayed in the cart confirmation preview page.

Incorrect MSRP of configuration products in search result page

Before Release

The MSRP of configuration product was appearing as zero in the Search Result page.

After Release

The issue has now been fixed, the sum of MSRP of the components of the configuration is being shown as the MSRP of the configuration in the Search Result page.

Cost Center Field in Contact Profile on Storefront was not retaining the selected value

Before Release

Previously, any value selected in the ‘Cost Center’ field in ‘Contact Profile’ edit page on Storefront, was not getting retained.

After Release

The issue has been fixed with the ‘Cost Center’ field in ‘Contact Profile’ Edit Page now able to retain the selected value.