VARStreet Release Note - Version 26

Published on Monday, 22nd January 2024

Enhancements

Introduced the ability to view all the Sales Orders (SOs) that are Closed within a period in the Commission Report

  • Now the user can run the commission report and view all SOs that are closed within a selected period.
  • A new date range selector to select the "Closed-on" date range has been introduced in the Commission Report.
  • To view this feature go to BO>>Report>>Sales>>Commission Report>>"Closed On"
  • Upon adding the dates in the "Closed-on" data range, the report will show all SOs that are closed within the specified period.
  • If both "Period" and "Closed On" data range selectors are filled, the report will show SOs created and closed within the specified period.
  • If only the "Period" or "Closed On" data range selector is filled, the report will show SOs created or closed within the specified period.
  • At least one data range selector "Period" or "Closed On" must be filled to run the report.

Modifications to Existing Features

Changes in Approval Workflow on the Latest Version of the Store

  • Approval workflow will not be applied to Carts which has a credit card (CC) as the payment method.
  • Whenever the user adds products to the cart and selects credit card as the payment method, then the cart will not go for approval.
  • The system will allow the user to confirm the cart for all types of credit card payment methods.
  • Approval workflow will not be applicable for the following payment methods:
    • Credit card
    • Purchase card
    • Govt. Issued Credit Card
  • If other than credit card any other payment method has been set, then the system will show the "send for approval" button on the cart

Bug Fixes

PO Date under the 'Terms' Tab does not populate on Closed Sales Orders (SOs)

Before Release

  • Previously, the "PO Date" under the "Terms" tab of closed SO was not populating. This was happening because the user was adding 'Notes' against that SO. The option to add "Notes" is available on the Sales Order Preview Page, under Internal Preview. When the note was added, the value in the "PO Date" field would turn blank.

After Release

  • The issue has been fixed. Now even if the note is added against the SO, the value in the "PO Date" field will remain intact. As a result, the PO Date under the "Terms" Tab will populate upon opening closed SOs.