Release v.23.18

Enrollment

  • Enhanced enrollment to indicate processing after SUBMIT button is pushed, to prevent user from submitting multiple times.
  • Enhanced the existing Freedom setting CHECK_DUPLICATE_EMAILS_FOR_REPS to validate duplicate email addresses during online enrollment.
  • Enhanced back office enrollment to include BCDID in the automatic assignment of Upline Rep and Position (R/L).
  • Enhanced sign up terms complete page template to use rep type.
  • Updated the Inventory dashboard 2.0 to show the time stamp for the Start and End dates when the INV_PRICES_TIME_AWARE setting is turned on.
  • Enhanced Freedom Rep Upline Report to include Upline Join Date.
  • Relocated X2_CUSTOMER_MYACCT_SHOW_GIFT_CERTIFICATES and X2_SHOPCART_CUSTOMER_CREDIT_LEDGER Freedom settings to reside within the MY ACCOUNT section of the Freedom Settings page.
  • Added new CreateRep API endpoint to create new Reps independent of onlinesignup/order/etc.

Cart/Checkout

  • Enhanced Checkout to add option for copying address changes to the Autoship profiles associated with the Customer account.
  • Enhanced Checkout 2.0 to force user to agree to a second T&C if an Autoship checkbox is checked.
  • Enhanced My Account 2.0 to support Google Analytics.
  • Updated Checkout 2.0 to have a USPS address validation option that can be activated via configuration and allow the shopper to select from a suggested address when applicable.
  • Enhanced Nuvei integration to allow for ACH/Bank Draft payments in Checkout 2.0, to display prior cards used in both Checkout 2.0 and Freedom, to include address for AVS (address verification), and to support updated version of Klarna APM.
  • Enhanced shopping cart to show item price per unit and indicate if the price shown includes tax or not.
  • Added functionality to “lock” an online order during order creation, and check for lock, since we have multiple entry points to creating an order from an online order. If a user goes back to the cart, it will attempt to use the onlineOrder that is not yet completed, but if that onlineOrder is “processing” (has a value in the PaymentProcessingLock column), it will create a new onlineOrder for them.
  • Enhanced ShapeTech integration by adding a new table in Freedom and a REST API that passes the Shopify Order ID into Freedom.

Promotions/Credits

  • Created a new Promotion Action “Discount Item already on Order (Simple)” that has the options of discounting the highest priced item first, the lowest priced item first or the highest item skipping any number of items.
  • Updated Free Shipping promo to recalculate the order total after discount is applied, to ensure the correct order total is used for reward.
  • Added “Exclude Inventory Collection” and “Include Inventory Collection” functionalities to the Create/Edit Promotion Credit Redemption Rule page. These functionalities allow for excluding or including inventory collections from/to the promotion credit redemption rule.
  • Updated Promo evaluation proc by extending time out response when multiple promotions are being evaluated.
  • Enhanced Standard promotions to support the Action Type “Blocking Message”. The Checkout Promo page was enhanced to block orders that contain restricted items.
  • Added new option “Applies with other promotions:” to promotion action “fixed price product extended”. Now the options regarding how this promotion action should stack with other promotions are: Never, Always, or Only if fixed price is lower
  • Updated Credits awarded via Inventory items to assign expiration date.
  • Enhanced nightly credit expiration process to remove expired credits from Rep/Customer accounts.
  • Enhanced Credits to allow issue of credits for child items as well as parent items (when using Inventory Groups/Relationships)

Party

  • Updated the Party Type Edit page to include an option for limiting how far into the future a party can be created.
  • Enhanced the Party Auto-Close dropdowns on the “Party Type New” and the “Party Type Edit” pages to present 1 through 30, 45 and 100 as options.
  • Updated Checkout 2.0 to respect the Party setting to allow customers to order in parties outside of their owning rep. New customers created after using the share link will now keep the party association.
  • Enhanced shopping cart Party Search feature to be compatible with multiple browsers on desktop and mobile.
  • Updated the Autoresponder query to differentiate between line items with the same item number, when one of them is part of a party reward.

Revolution

  • Enhanced Rep Anniversary AR to allow for sending on specific anniversaries only, in addition to the existing functionality to send on every anniversary. This allows for distinct/custom messages to be sent on key anniversary milestones (i.e. 1 year, 5 year, 10 year, etc).
  • Enhanced the Rank Progress Revolution dashboard widget to allow it to be used on the right side of the dashboard. Previously it was only available for the left side of the dashboard.
  • Added new Revolution Notice to alert Reps who have qualified for promotions that need redeemed in cart.
  • Updated the date picker for autoship Next Ship date in checkout so that today’s date cannot be selected.
  • Enhanced Rep Credit Transfer by adding a balance check on the page to verify if there are enough credits to cover the balance transfer.
  • Enhanced the display of Orders in Revolution (All Orders; Open Party Orders) to reflect the Fedex status of each order.
  • Enhanced Customer Manager report to show/hide the email/phone on excel export, by using the Custom Entity and Downline Custom relationship
  • Updated link to Revolution from Freedom BO2 page, to allow internal users to skip the Terms, ensuring the rep has to agree before accessing Revolution.

Freedom Backoffice

  • Enhanced Rep Status Types by adding an option to prevent Reps from updating their payout methods.
  • Enhanced the Payment by OrderDate and Payment Type reports with a new “Address Type” dropdown menu with the options of “Billing” and “shipping”.
  • Updated Autoresponder Templates to include the Date last modified
  • Updated Inventory Price Rows to validate the End time using Timezone territories.
  • Added new translation keys: AUTOSHIP_ADD_NEW_ITEM AUTOSHIP_SUBTOTAL AUTOSHIP_REMOVE, PERSONALLY_SPONSORED_TITLE, SHOW_ALL, GIFT_CERTIFICATE_REMOVED, BONUSACCT_CHECKING
  • Added all Customer Tags to Autoship CC All Expired Cards AR Template.
  • Added Rep Type to REPS BY SPONSORING JOIN DATE and CUSTOMER COUNTS BY REP Freedom Reports.
  • Enhanced the Freedom New Order page (in BO2) to allow for displaying OtherPrice1 if desired.
  • Updated GC Autoresponder logic to send Product specifc AR when order is posted from from 3rd Party via webhook/API
  • Updated the order in which tax transactions are fetched when changing Order Status through BackOffice, to ensure orders with zero balance flow appropriately to posted status.
  • Added expiration functionality to credits awarded by Inventory items, with setting (CREDITSAWARDED_BY_INVENTORY_TIMING) for the credits to be awarded at either Order Posted or Order Shipped.
  • Customer type Order – Email to Owner Rep will display the correct quantity of each item ordered.
  • Added new API endpoint (PUT api/rep/{RepDID}/ChangeRank) for the purpose of changing Rep ranks.
  • Updated PDF Invoice by renaming the PDF Data tag from SHIPPINGINCTAXVAT to PREPROMOTIONSHIPPING to clearly show what the tag will display.
  • Updated the endpoint for updating inventory by API so that it now includes inserting Inventory Misc fields.
  • Enhanced backorder functionality to work with Relationship groups (parent/child).
  • Enhanced Wayroo integration by updating Inventory category configurations to be able to notify Wayroo to display items in specific categories on the Wayroo Store.
  • Enhanced credits expiration function to be based on the Order Posted Date or on the Shipped Date, depending on the promotion configuration and the inventory item credits expiration setting.
  • Optimized SHIPSTATION_GET API to speed up the queries 2x.
  • Enhanced Downgrade process to notify recipient Rep of new Customers/Reps that are rolling up to their organization as a result of the downgrade.
  • Enhanced JS_CART_NEWCUSTOMER_SHOW_REFERCUST_REQD Freedom Setting to allow for showing, hiding, or hiding but still processing in the background.
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