10 May 2022

Home

The following new features have been implemented in the Home page and in general for this release:

  • The Launch Store now has been renamed as Live in the top navigation header to view the storefront. [SIMBA-1638]
  • The home page of the store displays a dashboard to view the store overview, low stock products, and recent orders. [SIMBA-1638]
  • Allows instant search for data when entering the search criteria without need to click the search icon. [SIMBA-1628]

B2B – Accounts

The following new features have been implemented in Accounts for this release:

General

  • Ability to filter, sort, and search accounts based on account attributes. [OXATIS-12042, OXATIS-12059]
  • Ability to filter, sort, and search based on buyer attributes. [OXATIS-12059, OXATIS-14770, OXATIS-12033]
  • Ability to enter and manage account code against an account. [OXATIS-12057]
  • Ability to enter and manage credit limits against an account. [OXATIS-12055, OXATIS-12056, OXATIS-13751, OXATIS-10969]
  • Ability to deduct the credit limit based on the purchase amount. [OXATIS-13743].
  • Ability to specify credit customer option to display the credit account payment option in the checkout page of the storefront for a buyer. [OXATIS-6279, OXATIS-6275]
  • Ability to map a default user segment to an account. [OXATIS-12054]
  • Ability to batch process to send registration emails to users within an account. [OXATIS-12063, OXATIS-12108]
  • Ability to add an account and send a registration email to the buyer manager. [OXATIS-12025]
  • Ability to view an account from the Accounts page. [OXATIS-12024]
  • Ability to view an account from the Accounts page using preset filters, view, and sort. [OXATIS-12023]
  • Ability to create Account default Contract while creating an account. [OXATIS-15221]
  • Ability to associate account code and filter orders based on account code in the B2B account orders. [OXATIS-8671]
  • Ability to view the created preset in the preset list. [SIMBA-770]

Address

  • Ability to update an address for an account using the edit function. [OXATIS-12029]
  • Ability to delete address for an account using the Delete option. [OXATIS-12030]
  • Ability to create and mark default addresses for an account. [OXATIS-12028]
  • Ability to view all addresses in the Address tab for an account. [OXATIS-12027]
  • Ability to view, manage, and delete an address of an account. [OXATIS-12032, OXATIS-12031, OXATIS-12030, OXATIS-12029, OXATIS-12027, OXATIS-12028]

Buyer

  • Ability to add buyers to an account and send registration emails. [OXATIS-12034]
  • Ability to update buyer details in an Account. [OXATIS-12035]
  • Ability to delete a buyer from an account. [OXATIS-12036]
  • Ability to delete an address of the account. [OXATIS-16245]
  • Ability to view account details in the Overview tab of an account. [OXATIS-15761]
  • Ability to view details of all orders placed within an account. [OXATIS-12037, OXATIS-12038]
  • Ability to support presets in All Buyers. [OXATIS-12195, OXATIS-12040]

Stores

All Stores

  • Ability to navigate to a particular Store Overview page dashboard from the All Stores page. [SIMBA-548]

Stores Overview

  • Ability to view the Store Setup completion progress.
  • Ability to view the summary of store information
    • Total Registered User
    • Available Products
    • Today Orders
    • Low Stock Products
    • Recent Orders
    • New Customers
  • Ability to view the setup progress for Add Product & SKU, Pricing, Inventory, Payment Methods, and Shipping Methods and the overall set up progress in percentage. [SIMBA-2174]
  • Ability to view the count of active available products. [SIMBA-2814]
  • Ability to view the orders created for the current date. [SIMBA-2814]
  • Ability to show the list of products that are low on stock in the Low Stock Products section.
  • Ability to show the list of recent orders.
  • Ability to view the new customers associated with the store.
  • Allows a business administrator to view all the stores associated for the business by clicking Business Administrator in the left navigation panel. [SIMBA-1620]

Campaigns

The following new features have been implemented in Campaigns for this release:

Promotions

  • Ability to configure discounts on the shipping fee. [OXATIS-15415, OXATIS-12006]
  • Ability to configure cart promotion based on products added to cart. [OXATIS-15414, OXATIS-15413, OXATIS-12008, OXATIS-12007]
  • Ability to set up conditions based on price labels. [OXATIS-15410, OXATIS-12012, OXATIS-12011, OXATIS-15408]
  • Ability to add values in a filter element using search lookups and drop-down options to add conditions in the Element Selection and Discounts tabs of promotion. [OXATIS-12018]
  • Ability to view search results based on the available fields in the All Campaigns page. [SIMBA-667]

Discounts

  • Ability to allow Buy X and Get Y free to the cart. [OXATIS-12662]
  • Ability to allow BOGO discounts on purchase quantity. [OXATIS-12013, OXATIS-12014, OXATIS-12013, OXATIS-15407, OXATIS-15406, OXATIS-12662, OXATIS-4495]
  • Ability to provide discounts based on a product price. [OXATIS-4493]
  • Ability to set promotion discounts based on “account IDs” when the store type is B2B. [OXATIS-15405, OXATIS-12015, OXATIS-15403, OXATIS-12016]

Element Selection

  • Ability to search based on the selected field name in the Element Selection tab. [SIMBA-705]
  • Ability to select values and them to the rule in the Elements Selection tab. [SIMBA-705]
  • Ability to set the minimum purchase quantity as a default value “1” in the Tiered Discounts section. [SIMBA-686]

Promocode

  • Ability to create a promo code list.[OXATIS-12009, OXATIS-15411, OXATIS-12010]
  • Ability to manage default promocode messages and override the default message. [OXATIS-12003, OXATIS-12004]
  • Ability to support locale-based promocode messages. [OXATIS-12002]
  • Allow to manage display strikethrough price options for promotions. [OXATIS-11386]
  • Ability to include a discount on cart total amount. [OXATIS-4496]
  • Ability to support multi-locale for promocode messages. [OXATIS-15423, OXATIS12001, OXATIS-15422, OXATIS-15421, OXATIS-15420]
  • Ability to update or export a promocode list. [OXATIS-15409]

Categories

The following new features have been implemented in categories for this release:

  • Ability to change the root category from category details. [OXATIS-12495]
  • Ability to update locale for category pages. [OXATIS-15622]
  • Ability to view attribute details in the Category Details page. [OXATIS-2715]
  • Allows a new category status called preview. [OXATIS-11879, OXATIS-11880, OXATIS-11882]
  • Ability to configure up to 3 levels of sub-category under a root category.
  • Ability to rearrange the categories by using the drag and drop icon against a particular category. [OXATIS-2708]
  • Removal of a group ID and Visibility fields in the categories. [OXATIS-13200]
  • Ability to display category images in the category listing page. [OXATIS-12238]
  • Ability to rearrange the categories using drag and drop features. [OXATIS-11754]
  • The Preview icon has been added at the category level, which displays the product detail page in the storefront after clicking the Eye icon. [OXATIS-11881]
  • Ability to display the added products as a card view showing product information such as Product Image, Product ID, Product Name in the Details tab. [SIMBA-544]
  • Ability to drag and drop categories in the Category list page. [SIMBA-542]
  • Ability to collapse and expand the categories to view the complete category hierarchy in the category listing page. [SIMBA-541]

Customers

The following new features have been implemented in Customers for this release:

  • Allows system logs with transactional email under Notes. [OXATIS-12529]
  • Ability to define Customer Tax Class against the customers for Complex Tax Calculation. [OXATIS-4444]
  • Ability to map an attribute to a user and provide a value. [OXATIS-12062]
  • Ability to add VAT in the customer details once the App is installed. [OXATIS-4406]

Orders

The following new features have been implemented in Orders for this release:

General

  • Ability to search orders, use predefined and custom-defined preset filters, view the required columns, and sort to view order data. [OXATIS-4158]
  • Ability to view product cards in orders. [OXATIS-11476]
  • The order status is indicated with unique colors in the All Orders page.
  • Ability to display the combined order status in the Order List page and the Order Details page to view the status at the order level. [SIMBA-581]
  • Ability to filter orders based on all the elements of the shipping address from the Order list. [SIMBA-193]
  • Ability to export the order details from the SIMBA platform along with the fulfillment details to the Facebook shop with the option to Filter, Sort, View by Channel (Facebook, Instagram, TikTok). [SIMBA-2574]
  • Ability to import the order details from different marketplace into the Equinox platform. [SIMBA-2512]

Shipping

  • Ability to generate shipping labels and tracking URL from the orders. [OXATIS-320, OXATIS-321, OXATIS-6231, OXATIS-306]
  • Capability to generate, view, and print shipping labels. [OXATIS-947]
  • Ability to view and print shipping labels. [OXATIS-2048].

Payment

  • Ability to process a payment and display cheque number and notes for an order for which payment is done using Bank Cheque. [OXATIS-6325]
  • Ability to view the payment history details along with the transaction status, authorized timestamp, captured date, refunded date, etc. [SIMBA-205, SIMBA-204]

Notes

  • Ability to include merchant buyer communication in the Notes log of orders. [OXATIS-5626].
  • Ability to send messages from the Notes section to the buyer. [OXATIS-12332]
  • Ability to edit or delete notes in the customer section. [OXATIS-12381]
  • Enable additional Node to Order Notes. [OXATIS-13518]
  • Ability to change the status of the order with a note. [OXATIS-11577]

Products

The following new features have been implemented in Products for this release:

General

  • Ability to update locale for product page. [OXATIS-15622, OXATIS-12463]
  • The group ID and Visibility fields in Products have been removed. [OXATIS-13200]
  • The Preview icon has been added at the product level, which displays the product detail page in the storefront after clicking the Eye icon. [OXATIS-11881]
  • Ability to get Ex VAT price from IN VAT price with respect to VAT rate and vice-versa. [OXATIS-13373, OXATIS-14483]
  • Ability to create default semantic URL for Product and Product Category. [OXATIS-7308]
  • Ability to bulk export for Categories, Product, and SKU, for bulk data enrichments. [OXATIS-1730, OXATIS-1109]
  • The Product status is identified with unique colors for Offline, Online, and Preview.
  • Ability to display the Attribute field type when selecting the values in Product Attributes tab and load values based on the attribute field types. [SIMBA-1615]
  • Ability to export the data in CSV format with specific fields for the Facebook shop. [SIMBA-295]
  • Ability to generate SKU automatically when adding products. [SIMBA-115]
  • Ability to display a suggestion in the wild search and option to preview in the preset dropdown list. [SIMBA-114]
  • Ability to view all the products through the left navigation. [SIMBA-113]
  • Ability to refresh the import file status while importing product data. [SIMBA-113]
  • Ability to filter products by Product Type. [SIMBA-2914]
  • Ability to batch process product details, Map Category, Assets, SEO, SKU, SKU Inventory, SKU Status, Product Additional details for configured attributes, Tax, Handling, or Other Attribute fields.

Details

  • Ability to define VAT Rate population against a product’s Attribute tab for the Simple Tax calculation. [OXATIS-3900]
  • Ability to include ECO tax for a product based on ECO tax configuration. [OXATIS-12565, OXATIS-13161, OXATIS-4665]
  • Ability to map SKU attributes or a combination of SKU attributes to the images uploaded in the Product Assets Tab. [OXATIS-4175]
  • Ability to define Tax Class against a product for the Complex Tax calculation. [OXATIS-3854]
  • Ability to define the “Flat Rate amount” against a product for the Complex Tax calculation. [OXATIS-5260]
  • Ability to define the “Proportional amount” against a product for the Complex Tax calculation. [OXATIS-5259]

Subscription

  • Ability to define the SKU as subscribable.
  • Ability to define the interval type as Days, Weeks, Month, Year.
  • Ability to create the subscription with instant order generation.
  • Ability to cancel the subscription.
  • Ability to add the Subscription SKU also into a normal cart .
  • Ability to place the order with subscription SKU also.
  • Ability to view the Customer’s Subscription information.

Assets

  • Ability to create folders/ subfolder to store the assets.
  • Ability to make visibility false for an asset.
  • Ability to enter the name and description for an asset.
  • Ability to browse and add assets from the local directory or from the web.
  • Ability to upload the assets to a folder.
  • Ability to upload Downloadable Assets for Intangible products and preview the image. [SIMBA-896]
  • Ability to upload images (JPEG, PNG, or GIF formats), video (MP4, WebM, or Ogg formats), music (MP3, WAV, or Ogg formats), and/or documents (PDF, TXT, DOC, or XLXS formats) into the Asset Manager. [SIMBA-896]
  • Ability to preview the images and videos. [SIMBA-896]

SKU

  • Ability to check details of the SKU in the List View format with an option to view the segment-based pricing (Multi-Pricing based on SKU) information in the adjacent rows. [SIMBA-1632]
  • Ability to view or update the SKU and price information in the Grid View format. [SIMBA-1632]
  • Ability to update Subscription Discount (in percentage) for a SKU in the SKU tab or via the batch processing for all the price segments in the All Products page. [SIMBA-2941]

Your Apps

The following new features have been implemented in Your Apps for this release:

Install and Configure

  • Ability to install and configure Eco Tax application. [OXATIS-4666]
  • Ability to install and configure the Intra-Community VAT management application.
  • Ability to install and configure the DPD shipment application. [OXATIS-4774, OXATIS-849, OXATIS-318, OXATIS-306]
  • Ability to install and configure the Generic Delivery option shipment application. [OXATIS-663]
  • Ability to install and configure the Bank Cheque payment application. [OXATIS-661]
  • Ability to install and configure the PayPal payment application.
  • Ability to install and configure the Braintree payment application. [OXATIS-415, OXATIS-286]
  • Ability to install and configure the Transaction Fee Service application.
  • Ability to install and configure the CACF payment application. [OXATIS-3245, OXATIS-3246, OXATIS-3260, OXATIS-3261, OXATIS-3262, OXATIS-3268]
  • Ability to install and configure the Client Account (Credit Customer) payment application. [OXATIS-6271, OXATIS-6272, OXATIS-6273, OXATIS-6277, OXATIS-6278]
  • Ability to install and configure the Advanced Tax application for tax calculation. [OXATIS-11680, OXATIS-2729, OXATIS-2730, OXATIS-2731, OXATIS-2733]
  • Ability to install and configure the Eco Tax application for tax calculation.
  • Ability to install and configure the Intra-community VAT management application for tax calculation. [OXATIS-4283, OXATIS-4414, OXATIS-4415, OXATIS-4416, OXATIS-4418]
  • Ability to install and configure the Cart Limitations application to limit the purchase of customers. [OXATIS-7200, OXATIS-7213, OXATIS-7198]
  • Ability to install and configure the Shippy Pro application to enable the shipping label.
  • Ability to install and configure the PayBox payment application. [OXATIS-2266, OXATIS-2267, OXATIS-3633, OXATIS-3634, OXATIS-3638, OXATIS-3640]
  • Ability to install and configure the Avalara Tax application.

Activate and Deactivate

  • Ability to deactivate an activated application by a business admin. [OXATIS-1484]
  • Ability to deactivate an App by a business admin for a merchant. [OXATIS-1203]
  • Ability to activate and deactivate the Intra-community VAT Management Application. [OXATIS-4417]

Uninstall

  • Ability to uninstall the PayBox payment application. [OXATIS-3639]
  • Ability to uninstall the Cart Limitations application. [OXATIS-7215]
  • Ability to uninstall the Braintree payment application. [OXATIS-304]
  • Ability to uninstall the Intra-community VAT management application for tax calculation. [OXATIS-4418]
  • Ability to uninstall the CACF payment application. [OXATIS-3266, OXATIS-3268]
  • Ability to uninstall the Client Account (Credit Customer) payment application. [OXATIS-6274, OXATIS-12587]
  • Ability to uninstall the Advanced Tax application. [OXATIS-2732]

Others

  • Ability to navigate from the Your Apps page to the Apps Manager page.
  • Ability to search and filter Apps in App Marketplace. [OXATIS-1055]
  • Ability to access apps from the apps listing page. [OXATIS-230]
  • Ability to send email notifications to merchants on successful app installation. [OXATIS-1057]
  • Ability to view the list of installed Apps in the Appstore. [OXATIS-954]
  • Ability to notify a developer on approval of his App. [OXATIS-47]

Apps Manager

  • Ability to view all user Apps whether public or private, published or rejected in the Apps Manager for the user. [OXATIS-49]
  • Ability to notify all the targeted or selected merchants on publication of the private app. [OXATIS-6563]
  • Ability to provide visibility on published apps to selected merchants for the private apps. [OXATIS-6562, OXATIS-6561]
  • Ability to edit the app configuration for one/many stores. [OXATIS-3409, OXATIS-957]

Settings Management

The following new features have been implemented in Settings for this release:

Store

Store – Info Tab

  • Ability to view the business type for the store.
  • Ability to upload the store logo.
  • Ability to provide the store name.
  • Ability to provide the Time Zone.
  • Ability to select multiple locales for the store.
  • Ability to select multiple shipping regions for the store.
  • Ability to select multiple currencies for the store.

Store – Advanced Tab

  • Ability to enable or disable inventory check.
  • Ability to enable or disable include out of stock details.
  • Ability to limit maximum number of items to be displayed in the cart.
  • Ability to enable or disable the guest user flow for the B2B business type. [OXATIS-12240]
  • Allow customer deletion via the storefront when enabled.
  • Ability to enable/disable preview of the store.
  • Ability to select the registration type.
  • Ability to select Post Login Redirection.
  • Ability to define the storefront URL. [SIMBA-581]
  • Ability to define the category URL format. [SIMBA-581]
  • Ability to define the product URL format. [SIMBA-581]

Store – Warehouse Address

  • Ability to restrict the buyer/customer from adding/updating delivery address/billing address. [OXATIS-3922, OXATIS-7453]
  • Ability to display and edit the warehouse address from the store settings for a Return request. [OXATIS-11477]

Attributes

Product Attributes

  • Ability to auto-generate the Attribute ID for Product Attributes. [OXATIS-11675]
  • Ability to honor cost of handing (Exc. VAT) for first & further units. [OXATIS-11827]
  • Ability to add the VARIANT as an additional option at the Attribute Level in the Product Attributes tab.
  • Ability to check the newly created attributes automatically mapped with Other Attribute Group. [OXATIS-11675]

Product Attributes Group

  • Ability to create the attribute group and map it under “Other Attributes” automatically within the Product Attributes Group. [OXATIS-11675]

Account Attributes

  • Ability to filter and sort account attributes in the Account list page. [OXATIS-12373]
  • Ability to map account attribute groups to an account. [OXATIS-12045]
  • Ability to select one or more attribute groups while creating an account attribute. [OXATIS-12281]

Category Attributes

  • Ability to auto-generate the attribute ID for Category Attributes. [OXATIS-11675]

Customer Attributes

  • Ability to create and manage Customer Attributes. [OXATIS-12387]
  • Ability to Search, Sort, and Filter based on customer attributes and other additional fields. [OXATIS-12187]
  • Ability to select one or more attribute groups while creating a customer attribute. [OXATIS-12061].

User Segment

  • Ability to auto-generate the Segment ID for User Segment. [OXATIS-11675]

Account Segment

  • Ability to map the default account segment to an Account. [OXATIS-12282]

Payment Method

Install and Configure from App Marketplace

  • Ability to install the Client account/Credit Customer application from the App Marketplace option available in the Payment Method page. [OXATIS-6270, OXATIS-6276]
  • Ability to install the Bank Cheque application from the App Marketplace option available in the Payment Method page. [OXATIS-659, OXATIS-660]
  • Ability to provide preview support for payment applications during configuration. [OXATIS-11682]

General

  • Ability to define the CACF application for the payment process.
  • Ability to define the PayPal application for the payment process. [OXATIS-322]
  • Ability to define the PayBox application for the payment process. [OXATIS-2264, OXATIS-2265, OXATIS-3635]
  • Ability to define the Credit Card by Braintree application for the payment process.
  • Ability to define the Bank Cheque application for the payment process. [OXATIS-630, OXATIS-662]

Element Selection

  • Ability to set up conditions for the payment method in the Elements Selection tab.
  • Ability to set up conditions based on account ID for payments in the Elements Selection tab. [OXATIS-12329]

Others

  • Ability to delete a payment method. [OXATIS-11683]

Shipment Method

Install and Configure from App Marketplace

  • Ability to Install and configure Mondial Relay shipping app in the App marketplace. [OXATIS-6231]

General

  • Ability to define the DPD application for the shipment process.
  • Ability to define the Generic Delivery Option application for the shipment process.
  • Ability to provide preview support for Shipment applications during configuration. [OXATIS-11682]
  • Ability to generate the tracking URL through the DPD network on the DPD website. [OXATIS-321]

Calculation Formula Tab

  • Ability to configure Shipping Cost Calculation formula for shipping method. [OXATIS-10]

Element Selection

  • Ability to set up conditions based on account ID for shipments in the Elements Selection tab. [OXATIS-12329]

Others

  • Ability to delete a shipment method. [OXATIS-11683]

Storefront

Social Media Login

  • Ability to login via Facebook or Google account. [SIMBA-2869]

Subscription

  • Ability to send notification to a customer on subscription cancellation. [SIMBA-2911]
  • Ability to send notification to customer on subscription creation. [SIMBA-2910]

Attributes

  • Ability to display the Custom attributes on User Sign-up and My Profile page. [OXATIS-12239]
  • Ability to select nearest pickup points based on the address, postal code, and the city of recipients in the storefront. [OXATIS-319]
  • Ability to view shipping methods in the storefront only if the buyer belongs to the postal code configured/mapped to that particular shipping method. [OXATIS-720]
  • Ability to view the CACF payment option in the storefront. [OXATIS-3264]
  • Ability to add products to the cart for order placement when the product is in preview status. [OXATIS-11888, OXATIS-11887].

Payment Management

  • Ability to display the Client Account Payment option in the storefront if the Client Account application is active and configured. [OXATIS-12587]
  • Ability to display the Transaction Fee of a payment option in the storefront once the required payment option is selected by the buyer. [OXATIS-13160]

Shipment Management

  • Ability to display the shipping cost in the storefront once the required shipping option is selected by the buyer. [OXATIS-13159]
  • Ability to integrate the DPD app functionalities with Storefront Orchestration and Infosys Equinox Commerce platform. [OXATIS-4772]

Eco Tax

  • Ability to display Eco Tax calculation for products in the storefront’s PDP, Cart page, and Checkout page. [OXATIS-12565]

Cart and Checkout

  • Ability to view tax calculation in the checkout page when the “Calculate Tax with Shipping Address if Shipping Address is missing” flag is enabled in the Avalara Tax application. [ES-8877]
  • Ability to display only recurring payment enabled payment methods when a subscription product is added into the cart. [ES-8824]

 

Revision History
2022-06-24 | IED Team – Uploaded the content.