Note:
Ultra Admin for CSR Persona
Foundation Admin Console
- Click the “Configure Properties” option and view the consolidated details of the store-associated collection properties, store properties, and business properties by a business admin user.
CSR Admin Console
Search Functionality
- Search for orders or customers for the B2C business type.
- Search for orders or accounts for the B2B business type.
- Search for orders, customers, or accounts for the B2B2C business type.
- Displays “No Data Found” when the search returns with no results.
- Option to save, update, and remove the advanced searches performed by the user for Accounts, Customers, and Orders.
- View the saved searches as tabs on the advanced search screen for Accounts, Customers, and Orders.
- Navigate to any of the saved search tabs for Accounts, Customers, and Orders, and view the search results.
Accounts
- Create, update, and delete additional attributes while creating or updating a contract.
- View the list of users and list of orders within the Accounts page.
- View the list of attributes within the Attributes page.
- Search in each column and view the attribute(s) in the search result on the Attributes page.
- Allows to add custom attributes for all, accounts, contracts, teams, or cost centers.
- Allows to specify whether the attribute is mandatory or optional.
- Export all or required account data to a CSV file format.
Customers
- Reset the password by a CSR admin user for the customer.
- Place an order on behalf of a customer.
- Displays the appropriate message in the Loyalty/Credits tab when there is no loyalty or credit available for the customer.
- Manage Loyalty/Credit points including debiting or crediting the loyalty points, canceling credit, and viewing all transaction details for the selected reward type.
- Soft delete a customer.
- Export all or required customer data to a CSV file format.
Subscriptions Tab of a Customer
- View the list of subscriptions for the current month.
- Add a new item to the subscription order.
- Add basic information required to create a new subscription like adding a name, date, frequency, market type, channel type, and items to the subscription order.
- Add, modify, and view the shipping address details on creating a new subscription order.
- Add, modify, and view the shipping method details on creating a new subscription order.
- View the payment details on creating a new subscription order.
- View the summary details of a subscription order on creating a new subscription order.
- View, add, and update the payment method details for a subscription order.
- Create a subscription order with the necessary subscription items, quantity, and frequency for a customer, and notify the order confirmation via email to the customer.
- Update the product price while creating a subscription order.
- Add, view, and update the other charges details while creating a subscription order.
- Add, view, and update the promo codes while creating a subscription order.
- View the existing preference-based subscription order details page and take actions such as updating the processing date, processing the subscription order immediately, and canceling the subscription order.
- View and update the existing preference-based subscription order details such as monthly view, show all items view, frequency, quantity, skip/un-skip items, item details and remove options.
- Add a new subscription order with all the necessary details for a customer.
- Update the existing subscription order for a customer.
- View the item details for the existing preference-based subscription orders.
- Add, update, and view the payment method, shipment address and shipment method details for the existing preference-based subscription order.
- View and copy the preference-based subscription order summary details.
- Option to provide the market type and channel type when creating a new preference-based subscription order.
- Add, update, and view the item details for when creating a preference-based subscription order.
- Ability to add, update, and view the payment method, shipment address, and shipment method details when creating a preference-based subscription order.
- Ability to add, view, and update the Other Charges, Promo Codes, and view the order Summary while creating the preference-based subscription order.
- Expands the default view of three images and view all the product images for a subscription order.
- Shows a message to the user when selecting a product that is already part of their subscriptions.
Orders
- Add/remove Other Charges when creating a new order.
- Add/remove Promo Codes when creating a new order.
- Add new items when creating a new order.
- Update the shipping cost when creating a new order.
- View the payment transactions under the Payments tab of an order.
- View the list of recently delivered orders.
- View the bundle item details along with the order status timeline under the Order Details section.
- View the list of the Open, One Time, Subscription, and All orders of a user.
- Edit an order and redirect to a new order page with prefill the Information which can be updated and then saved by the user.
- View the order summary, item details, and warehouse address for return orders and submit the return.
- View the Exchange /Correction/ Replace order summary details page with Items to Exchange/ Correct and Exchanged/ Corrected items.
- Place the Exchange /Correction/ Replace orders with all the details added by the user.
- Add, view, and update the order items and provide the market type and channel type information when creating a new guest order.
- Add, view, and update the Other Charges, and Promo Codes, and view the order Summary while creating a new guest order.
- Add, update, and view the payment method, shipment address, and shipment method details when creating a new guest order.
- View the guest order details after it has been placed.
- Export all or required order data to a CSV file format.
Common
- The CSR Admin console has been improved with a new look and feel for all the components, pages, and layouts to make more consistent and standardization in the UI.
- Matching CSR Admin components, pages UI, and layouts with the creatives.
- Breadcrumb updates to include tab/sub-tab views for orders, customers, and accounts.
- Ability to have Business and Store ID in the Path param, instead of the query param in the CSR Admin URLs.
Promotion Enhancements
BOGO – Gift with Purchase
The following new features have been implemented as part of this release:
Promotions Admin
- Introduced an option to allow an admin user to choose whether the free gift should be a regular product or a bundle product.
BOGO Support for Bundle Products
The following enhancements have been implemented as part of this release:
Promotions Admin Console
- Enabled the action type “Buy bundle X Get bundle Y” under the BOGO offer type to configure the Buy X Get Y promotion for bundle products.
- Enabled the action type “Buy bundle X and Y” under the BOGO offer type to configure the Buy X and Y promotion for bundle products.
- Merged both “Buy X Get Y” and “Buy Bundle X Get Bundle Y” actions for normal and bundle products.
- Merged both “Buy X and Y” and “Buy Bundle X and Bundle Y” actions for normal and bundle products.
Recurrence Promotions
The following new features or enhancements have been implemented as part of this release:
Promotions Admin Console
- Introduced an optional field “Occurs Every” for setting up for recurrence promotions.
- Introduced the Start Hour and End Hour fields and integrated them with the backend.
Equinox Commerce Framework
- Updated the Equinox Commerce Framework to compile Drools rules with start hour and end hour.
Lookup in Promotions Admin
Implemented look-ups for the following operands in Promotion-Condition while configuring the rule:
- Product ID, SKU ID, User ID
- Bundle ID
- Bundle Category ID
- Bundle Mandatory Item IDs
- Bundle Optional Item IDs
- SKU Name
- SKU Size
- SKU Color
- SKU Brand
- Account Type
- Account ID
- Category ID
- User Email
- Shipping City
- Shipping State
- Account Rep
- Shipping Postal Code
- Shipping Country
- Improved the admin for enhancing user experience such as displaying the lens icon beside the value field if a selector is configured and restricting the operators based on the type of the condition field.
Change Log in Promotion Admin
The following new feature has been implemented in Promotions as part of this release:
- Ability to display the change log data of the Promotion Group and Promotion entities.
- Added a drop-down with the values “Promotion Group” and “Promotion” for “Entity” under the “Filter” field.
- Added a drop-down with the values CREATE, UPDATE, and DELETE for “Type of Operations” under the “Filter” field.
- Added the project ID details in the description of the “Change” field.
Multiple Subscription Enhancements
Subscriptions Tab Under Customer Admin Console
- Support enabled for “Mark for One-Time Subscription” in the product detailed page in the storefront.
- Displays the “Show my Total Order Value” link and on clicking it displays the ‘Total Order Value’ under a customer’s subscription list in the “Subscriptions” tab in the Customer Admin console.
- The following new features or enhancements have been implemented as part of this release:
- Introduced “Upcoming Subscriptions” and “SHOW ALL” options in the Subscriptions dashboard in the Customer Admin console where the user can select the dropdown next to it and choose any future months (displays next 6 months) from the current month of order processing. (for example, if the current month is December, then the dropdown values will include December to May)
- When a CSR admin user chooses the current or any future month (for example, January, and so on), then the order summary details are displayed for the subscription items for that selected month in the Subscriptions dashboard.
- The current order processing date is being displayed under the Process Date section in the Subscriptions dashboard.
- Displays more product images under the Subscriptions list section in a customers’ Subscriptions tab.
- Update the order processing date dynamically in a customer’s Subscriptions tab when the Skip Shipment operation is performed by a CSR Admin.
- Enabled support for setting a frequency at the subscription level or at the item level by a CSR admin user.
Customer Admin Console
The following enhancements have been made as part of this release:
- The UI has been enhanced to display the “Order summary” split-up as per the date for the future dated “Subscription Order”.
- When a user selects a future order processing date, then the Loyalty section, Apply PROMO CODE section, Tax details, and Discounts details are not displayed during the “Checkout” flow.
- The “Submit” button is replaced with the “Create Subscription” button.
- In the Subscription checkout page, under the Payments section, the Subscription Processing Date information is displayed with the order processing date that the user has chosen under the “Subscriptions List” section.
- Support for Frequency (such as Monthly, Every 2 Months, or Every 3 Months) has been added at the item level in the Subscriptions dashboard.
Reference Storefront
The following new features have been implemented as part of this release:
- Displays the “Show my Total Order Value” link and on clicking it displays the ‘Total Order Value’ under a customer’s subscription list in the Your Subscriptions page in the storefront.
- Displays a static notification text in the product detailed page, when the ‘Item’ is already subscribed by the user and is part of any of their Subscription List in the storefront.
- The following new features or enhancements have been implemented as part of this release:
- Introduced “Upcoming Subscriptions” and “SHOW ALL” options in the Subscriptions dashboard in the Reference Storefront where the user can select the dropdown next to it and choose any future months (displays next 6 months) from the current month of order processing. (for example, if the current month is December, then the dropdown values will include December to May)
- When a user chooses the current or any future month (for example, January, and so on), then the order summary details are displayed for the subscription items for that selected month in the Subscriptions dashboard.
- The current order processing date is being displayed under the Process Date section in the Subscriptions dashboard.
- The ‘Subscription Order History’ has been introduced on the Order History page.
- Displays the product images on clicking “More” in the Your Subscriptions page in the Subscriptions tab of a customer’s account page.
- Update the order processing date dynamically in the Your Subscriptions page in the Subscriptions tab of a customer’s account page when a Skip Shipment operation is performed.
- Enabled support for setting a frequency at the subscription level or item level by the customers.
Reporting/Dashboards
- Ability for the user to apply various filter criteria in the “Controls” option and should see the ‘Metrics’, ‘Visualized Representation’ and ‘Data Grid’ appropriately in the Order and Subscription dashboards.
Validator Integrations and Apps
Validator Extensions
- Extensions in Catalog microservice for Product, SKU, Attribute, Attribute Group, Catalog, and Model Validations.
- Extensions in Merchandising microservice for Category Attribute, Category, Milestone, and Navigation Validations.
- Extensions in Promotion microservice for Promotion Group, Promotion, Promotion List, and Promocode Validations.
- Extensions in Pricing microservice for Price, Price Rule, Price List, and Price Facet Validations.
- Extensions in Cart microservice for Cart, CartItem, CartCheckout, CartPromotions, CartPayment, and CartShipping validations.
- Extension in Subscription microservice for Subscription validation.
- Extension in Inventory microservice for Inventory bin and bin item validations.
- Extension in Account microservice for an account, account buyer, account type, contract and payment term validations.
- Extension in User microservice for a user and update password validations.
- Extension in Notification microservice for Events and Actions Validations.
- Extensions in Loyalty Microservice for Loyalty and Loyalty Reward Validations.
- Extensions in List microservice for List, List Items, and List Item Properties Validations.
Payment Integrations and Apps
Payment Extensions
Extensions in payment services for
- Get Customer Session
- Authorize Transaction
- Capture Transaction
- Refund Transaction
- Cancel Transaction
- Create Token
- Get Token
- Update Token
- Fetch Payment Options
Shipping Integrations and Apps
Shipping Extensions
- The “Get Shipping Rates” extension in the shipping services gets the shipping rates from 3rd party Shipping providers
Tax Integrations and Apps
Tax Extensions
- The “Get Tax Rate” extension in the Tax services gets the calculated tax value for the items in the cart from 3rd party Tax providers
Address Integrations and Apps
Address Extensions
Extension in address services
- The address validator extension validates the address while adding a new physical address, updating the address at the cart level, and adding or updating the address in the user service via 3rd party address validators.
Payment Admin
- Ability to display the list of apps and their associated payment methods in the payment admin based on the payment apps activated for a store.
- Ability to select the method type and add it as a Payment option via the payment admin.
Shipment Admin
- Ability to display the list of apps and their associated shipment methods in the Shipment admin based on the shipment apps activated for a store.
- Ability to select the method type and add it as a shipment option via the shipment admin.
App Marketplace Enhancements
- App marketplace Admin changes to support the app version control feature.
- The app Installs tab in Developer admin lists the stores where the app has been installed, along with their status, and it also shows the app uninstallation history.
- Validation for Shipment and Payment category apps while creation/registration.
- Asynchronous webhooks for Fulfillment Order: Event is triggered When the status of an order is moved to submitted to fulfillment.
- Asynchronous webhooks for Fulfillment Return order: Event is triggered When the status of an order is moved to “Return_Submitted”.
Other Admin Enhancements
Shipping Admin Console
- Navigate to the Shipping Admin console via the StoreOps page.
- Navigate to the Shipping Admin console from the other admin consoles via the left navigation.
- Filter and/or view all the shipment options on the Shipping Options listing page.
- Sequence the display order of all the shipment methods using the drag-and-drop option.
- Select and add the shipment app to create a shipment option.
- Add shipment option details in the General tab of a shipment option.
- Ability to select any one of the following formulae in the Calculation Formula tab to configure appropriate details for a shipment option.
- Fixed price
- Proportional to the number of products in the order
- Proportional to the order total
- Proportional to the weight/volume of the order
- Tiers based on the number of products in the order
- Tiers based on the order total Ex VAT
- Tiers based on the order total Inc VAT
- Tiers based on the weight/volume of the order
- Configure rules in the Elements Selection tab for a shipment option.
- Delete a shipment option.
- Access the Shipping Admin portal based on Shipping Admin roles.
Payment Admin Console
- Access the Payment Admin console based on the payment admin roles.
- Access the Payment admin console from the other admin consoles via the left navigation.
- Filter and/or view all the payment methods in the Payment Options listing page.
- Support is provided to sequence the display order of all the payment methods using the drag-and-drop option.
- Ability to select and add a payment app to create a payment method.
- Add payment option details in the General tab of a payment option.
- Configure rules in the Elements Selection tab for a shipment option.
- Delete a payment method.
Common for Payment and Shipment Admins
- The payment and shipment methods are displayed in the payment/shipping based on the store and the collection ID associated.
- When payment and shipment methods are created, the methods are updated in the app merchant data.
- When payment and shipping methods are made inactive, the methods are removed from the App merchant data.
- Removed the option to delete the payment and Shipping methods from the admin.
Revision History
2024-05-07 | Doc Team – Content added.
