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VARStreet Release Note - Version 17.3

Published on Saturday, 4th February 2017

Enhancements

VARStreet BackOffice now to Maintain Entire PunchOut Transaction Log

A new menu called ‘PunchOut’ with Sub-menu item ‘Transaction Log’ has been introduced under eCommerce Tab. Clicking on this menu item will redirect the user to PunchOut Transaction Log page. The page keeps a record of all transactions made by every PunchOut customer for the last 90 days only.

Use Case - Viewing this PunchOut Transaction log page, user can get a detailed record of every transaction executed by PunchOut customer. For instance, the user can know which customer/ contact created the cart, when was the cart created, status of cart (created, confirmed, closed). The user can also download PO cXML and cart cXML.

Now User has the Option to Calculate Freight based on Packaging Logic

Before Release

Previously by default, system was using Packaging logic to calculate freight charges for same shipment method.

After Release

A new flag called ‘Freight Packaging’ has been introduced in Business Rules under General Default Tab. In case the flag is checked, the products will be packaged together based on their weight and the freight charge in the quote is for each package. However, if the flag is unchecked, freight will be calculated individually for every line item.

To access this new flag go to BO>>Admin>>Account Settings>>Business Rules>>General Defaults>>Freight Packaging

Note - This flag is available only for USA users.

EHF can now be calculated on Reseller or Shipping address

Before Release

Previously EHF was calculated only on Shipping address.

After Release

A new checkbox called ‘Enable EHF’ has been added in Business Rule under General Default Tab, which allows the user to define the address on which the EHF should be calculated. It can be either Reseller or Shipping address.

To access this new checkbox go to BO>>Admin>>Account Settings>>Business Rules>>General Defaults>>Enable EHF

Note - This feature is available only for Canada users.

Contract Catalog is now available in Store Customization

Before Release

Previously, all the functionalities in Store Customization were available only for Custom and VARStreet Catalog.

After Release

In Store customization, Contract catalog can be used for creating different types of Widgets that include Brands List, Brand Matrix, Category List, Category Matrix, and Product Matrix. Images in Banner widget, Image box and Image rotator widgets can now be linked to Contract catalog as well.

User can also link the header and footer menu options to Contract Catalog Categories, Brands and products.

Enhancements to CRM Module

Now User Defined Fields (UDFs) can be Added in ‘Leads’ and ‘Opportunities’ Listing Pages

Before Release

Previously, user defined fields (UDFs) were not available in ‘Column Chooser’ on leads and opportunities listing pages.

After Release

Now, apart from System fields, User Defined fields will also be available in ‘Column Chooser’.

Use Case - This enhancement will allow users to add UDFs in ‘Leads’ and ‘Opportunities’ listing page. Moreover, the UDFs will also be available in ‘Export Wizard’ and ‘Print Wizard’ screen. Also the UDFs in the ‘Column Chooser’ will be prefixed with ‘Custom Fields’.

Modifications to Existing Features

Now Users can Import Bundle Product into Contract Quote

Before Release

Previously, only bundle header was getting imported in Contract quote.

After Release

Now after specifying CLIN No. and Manufacturer Part no. of bundle in the Import Quote Item file, user can import that bundle along with its components in the Contract Quote.

In case, you are specifying only the Manufacturer Part no. of the bundle, a new window will pop-up wherein if the user chooses ‘Save with Existing CLIN’, that bundle will be pulled from Contract catalog and added into the quote.

Note - Bundles that doesn’t exist in Contract catalog cannot be imported in a contract quote.

System Error Log to show User friendly Messages when Uploading Products in Contract Catalog

Before Release

Previously, whenever any error occurred while uploading items in Contract catalog or importing items in Contract quote, an error was displayed which was not user friendly.

After Release

Now whenever an error occurs while uploading items in Contract catalog or importing items in Contract quote, the system will display an error which is more user friendly, which will help the user to know exactly what the error is.

System to Prevent User from Deleting Price List/Store catalog that is used in Catalog Export

Before Release

Previously, user could delete Price List/Store catalog irrespective of whether it is being used in Catalog Export or not.

After Release

Now whenever user tries to delete Store catalog or Price list that is already present in Catalog Export file, the system will prompt a message suggesting to assign another Price list/Store catalog to Catalog Export before deleting it.

Introduced Notification to provide users with log of Account Synchronization from ConnectWise to VARStreet

Before Release

Although VARStreet admin could synchronize Customer/ Contact records from ConnectWise (CW) to VARStreet (VS) in bulk, there was no notification being sent regarding the no. of records that have been synchronized successfully or failed to synchronize.

After Release

Now every time VARStreet admin runs the synchronization process, he will also get a notification email that will notify how many records have been successfully synchronized in VARStreet.

System will auto-populate existing Customer’s default information in newly Created Contact Page

Before Release

Previously, when the user was creating a new Contact under an existing customer in VARStreet, he had to fill his default information such as Price list, Catalog, Shipment method and Payment method in the newly created Contact Page.

After Release

When a new contact is being created under an existing customer in VARStreet, his default information such as Price list, Catalog, Shipment method and Payment method will be auto-populated in the newly created Contact Page.

Bug Fixes

System Allowed User to create Contacts through Upload with same Email Id

Before Release

Previously, the system was not validating whenever the user was uploading Contacts with same Email Id.

After Release

To resolve this issue, we have removed ‘Insert All’ option from ‘Load Type’ dropdown in ‘Confirm Mapping’ Upload Wizard screen. Also, the Email field in ‘Contacts’ Upload Wizard screen is now case sensitive.

User unable to select a Profile while logging into the storefront

Before Release

Previously, for contacts having multiple profiles under different customers, browser was automatically caching the last user selection made by the user in the profile drop down box when logging onto the store site.

After Release

Now system will always ask user to select profile for contacts having multiple profiles before they can login into the store.

While uploading Address for same Contact Names, System randomly assigning address to any one of them

Before Release

Previously, while uploading multiple billing or shipping addresses, system was validating Contacts using their First and Last Name. As a result, for same Contact Names, system was randomly assigning address to any one of them.

After Release

The issue has been fixed. Now a new mandatory field called ‘Contact Email Address’ has been introduced in multiple address upload format. This field will now be used to validate Contact for which the addresses are to be uploaded. So now since every Contact Email Address is unique, this field will help to assign address to the right Contact.