Column Layout: drag and drop components to desired columns.	Mobile View: use responsive settings to enable.

Improvements to user access make it easier to designate accounts, documents and price profiles access to specific users. With the addition of access keys you can now move beyond just My Group and Other Group permissions by using a combination of Access Right Profiles and Access Keys.

How keys work
Access Keys are based on the existing system permissions that get assigned to group users and other group users. The key difference is that these permissions can now be applied to a single user. Use a combination of area permissions when creating a key. Keep in mind that a user will still need to have the Access Right permission to perform that action that gets assigned through the Access Key. For example: A user needs to have “Create / Edit Accounts” access right to edit an account they have access to through a Read + Modify setting on an Access Key. Users without the “Create / Edit Accounts” access right in their access right profile will not get permission even if they are assigned it through an Access Key.

Permission areas: these are areas that a personnel user owns, and where others can be provided or denied access to.

• Price Profiles
• Accounts
• Documents

Permission setting options: these are the permission options that are used to provide or deny access to permission areas a user owns. Only one setting can be selected per permission area.

• Deny Others Access
• Allow Read Only
• Allow Read + Modify
• Allow Read + Modify + Delete

Administration
Users with default access rights with Admin capabilities will have access to create and manage Access Keys automatically. Other users can be assigned an Access Right that has this ability enabled. All users have the ability to create their own Access Keys for other users.

Access Right settings to allow users create and/or manage Keys are located in Admin > Personnel > Access Rights. The first setting, “Set Read / Modify / Delete My Group permissions and create user’s own Access Keys to share information (i.e. Price Profiles, Customers, Documents)”, is for individual users to create Keys on their own. The second setting, “Create, edit, copy or delete Access Keys for other users (Admin > Personnel)”, relates to administrative rights to Access Keys.

Create / Edit Access Keys. Users with the ability to create, copy and delete Access Keys for other users will be able to setup keys within the Personnel section of Admin. To reach the Access Key management section go to Admin > Personnel > Access Keys. Within the Access Key Management page you can sort by key owner, view/edit any existing group keys or create new ones. In the key editor the following settings are available:

• Key Name: name for the key that should be unique from others.
• Key Owner: the user permission area owner that the selected permissions providing access to.
• Price Profiles (permission area): select one permission level from list.
• Accounts (permission area): this includes all contacts; select one permission level from list.
• Documents (permission area): all document types the assigned user has access to edit (based on Access Profile) with the selected permission level.
• Assign Personnel: Assigning users that require the level of permissions granted by the access key.

My Account
Users can see which Access Keys they have created, or have been assigned to them. To see these keys a user must go to their My Account page and switch between the two newly designed sub-tabs at the bottom of the page. This section has been redesigned for the assignment of multiple keys.

• My Access Keys (default): here logged in users will quickly see the classic My Group setting at the top of the list. Users in their My Group will experience no changes and none are required. Below it, is the section where access keys are created by the user (and assigned to others) will be displayed. Users able to create access keys will see the Create New Access Key button.
• Other’s Access Keys: This is a list of access keys that the user is assigned to. There will be one Other Group access key for each of the other users in the system. If the ChannelOnline account has 5 users, 4 Other Group key will be present on each user’s sub-tab.

IMPORTANT NOTE: Activation of Access Keys in the system will automatically create multiple entries under the Other’s Access Keys sub-tab.

CATALOG & PRICING

A new method has been introduced called Item Rules that allows a set of products to be defined by using multiple criteria for selection. These saved item filter rules are for use in catalogs and price profiles. To access this new section go to Admin > Items Admin > Rules.

Users build rules by selecting from the options in the Available Filters dropdown. Select from one of four options to begin the process. Multiple filters can be used but the must be added one at a time. Selected filters will appear in the right column titled Selected Filters. Chose from the options that are contained within the filter results provide from your selected filter (example: chose a category, like Audio, from the category filter). Some filters allow for multiple options to be selected. Once the options are chosen, click the Apply button. At this point another option from the Available Filters can be selected and added to the rule being created. Be sure to click Save to finish the creation process. Things to know about creating item rules.

 

• Creation takes place in Item Rules as described above OR you can save a search result string as a item rule. Example: User browses for notebooks, then filters by Dell, then selects 16GB memory. That string can be saved by clicking “+ Save As Rule” on the right in the breadcrumb row.
• When multiple options are selected from multiple filters the system will generate a Item Rule for each of the options selected. Example: selecting the category filter and selecting more than one category option from the list will generate a rule for each selected category.
• As rules are created the name will autogenerate based on which options get selected. For simple selected filters with a single category of manufacturer you can edit the name during the creation process. For all others, multiple rule generating, the names can be edited from the Item Rules list page by clicking the edit icon. It is important to use names that reflect the purpose of the rule created.
• Item attributes / tags can be used for rule filtering (item, catalog and pricing). Tags can need to be created through Admin > Company Settings > Manage Tags. After tags get created they can be imported (assigned) to items using the “Product Attribute Import” file, or assign on the item edit page. To add attributes to the filter you can only have a single subcategory selected.
• When applying filters and tags to catalogs and pricing they can be added as either an include or exclude. For example, you can exclude a category from a manufacturer that you have loaded into your Include based catalog.

Creating Item Rules

Using Item Rules
To use Item Rules, new sections have been added for entry and display to both the following administrative areas. Those sections refer to them as Attribute / Tag Rules.

• Catalogs: When creating or editing a catalog Item Rules can be added in the Item Attribute (Tag) Rules section by typing in the search box and selecting one of the returned rules. Once “Add New Rule” button has been clicked the new rule will appear in the Item Attribute (Tag) Rules list section at the bottom of the page.

• Price Profiles: When creating or editing price profiles, Item Rules can be added by clicking on the “Add New Rules” link within the Attribute / Tag Rules section of the page. In the Add New Attribute / Tag Rules lightbox, began typing the rule you are looking for in the search filed. Select the one you are looking for, pick the rate and method, and then click on the Add Rule button in the bottom left corner. This rule will be added to the price profile and displayed in the Attribute / Tag Rules section.

Sections were added to both Items Admin and Personnel to support the new features described above in the Catalog & Pricing and Access Rights sections. Be sure to familiarize yourself with the new Access Right settings as they will be enabled for all users assigned to any default admin profile.

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Import / Export Wizard

• For subscribers of the Shopping Engine Export service we have added the ability to run a Full Catalog Export once every 24 hours. In the zip file you will get two text files:
  • skus.txt which contains supplier names and costs for the items
  • products.txt which has the Product ID, Manufacturer Name, Manufacturer Part Number, Description, Category, Sub Category, and List Price.

 

• Site Links now can use custom field values and billing or shipping fields. Customers building internal site links in Company Settings can now add document custom field, billing, or shipping data to that string. Available document custom fields can be found by clicking Document Custom Fields in the Select Field Type dropdown in the Merge Fields box. For billing and shipping fields, select the Document Fields in the Select Field Type dropdown.
• Editing favorites list on an account company settings, adds a record to the account activity log containing who changed it and when.
• Ability for VAR or customer to delete tokenized credit cards entries instead of reaching out to support to have them removed (card data is not stored in ChannelOnline).
• Support was added for populating document line item notes with generic import config.
• Providing graceful and informative error messages and store closed pages with imagery.
• Sped up the import config to quote document process.
• Improved our custom supplier imports service with support for SFTP.
• System emails now support third line of an address in the Select Field dropdown on email templates.
• Implemented better handling of serial/tracking containers on the PO line item when the supplier sends over incorrect info.
• Refined the Manufacturer Name sorting in the dropdown filter on Reports to sort alphabetically by name.
• For building Configurations. The Services and Labor items are available to be used as options, and the 20 item search result limit has been raised allowing a large selection of returned items to appear.
• Updated document type validation for uploading images and adding attachments to documents. This includes when the file extension is in upper case.
• Customers can pay more than a single billing invoice when viewing a recurring invoice on the store buy selecting Pay by Credit Card from the invoice’s Schedule page.
• Batch update is available for purchase order documents for updating prefix/suffix and assigning buyers.
• Loaded security upgrades against cross-site scripting for hosted applications. Some users using custom links might have to modify those links to function.
• Added a record to Activity log for whenever a contact gets deleted.
• Updated validation message on password login /reset to prevent users from guessing valid usernames. New message: “Either the e-mail address or password you entered is invalid. Please re-enter your e-mail address and password again.”

• Fixed an issue where calculated tax was not updating on old or copied documents.
• System would sometimes improperly display a tax calculation for a tax exempt customers.
• Resolved an issue for users adding products to Favorites Lists in Favorites Admin while using IE 11 browser.
• Serial numbers being duplicated in Invoice synchronization to QuickBooks when the serial numbers were also on the originating sales order has been rectified.
• Repaired an issue where users could not create a second RMA using the remaining quantity on a sales order. Example: SO line item 1 has quantity 5, RMA 300022 was created for quantity 1 from line 1. Later another item from SO line 1 needs to be returned, users can now grab from the remaining qty of 4 to create another RMA.
• Issue where fields in the “Customer RMA Submitted Confirmation” email template are being received by the customer blank. Fields are now being populated.
• Disabling a supplier from list page and edit page will now properly removes the supplier activation. Enabling it again is needed to restart it.
• When copying a catalog with Exclude rules, the resulting setup page would have default Include setting selected instead of copied setting of Exclude. Copy has been changed to keep the include or exclude setting.
• Cleared up an instance where a deleted contact could show up on copied quotes.
• Remedied an error that would occur on an Invoice or Sales Report with purchase order links selected.
• Implemented correction to bundle headers to show the list price on print instead of $0.00.
• Enacted required custom field check when orders are submitted through CPAS from a logged in contact’s account activity document list.
• Set character limit for Lead Source field to 30.
• Instances where deleting a parameter from the search breadcrumbs was not removed that breadcrumb string in the results bar have been resolved.
• Corrected print/print preview display where line items fees appeared as taxable even though they are non-taxable.
• Established that the carryover tax value from the sales order to the invoice so it will remain constant. Example: If set at 0% on order it will carryover as 0% and not try to auto-calculate in the invoice.
• Consistently applying sort, autocomplete, and contact filters for documents in account activity for end users on the storesite.
• Display issue when the name of the end customer is present in the Customer info section but does not appear on the preview or PDF has been fixed.
• Resolved occasions when an incorrect manufacturer name could be displayed when an alternate name existed that was not the proper company business name.
• Unresponsive “Remove From Hot List” button on the Hot List edit page has been rectified.
• When adding related products to a quote via the plus button at the item line level it populates with the same selling price as the main product.
• Clicking on any unread message from the notification inbox will properly navigate the user to the document on the notice and mark the message as Read.
• Time zones for system emails; environment time zone (update contact timezone) is being consistently used for the Customer Order Submitted Notification email.
• Tracking not saving on labor/service item when entering, status to Delivery section and hitting save has been remedied.
• Invoice send and PDF display when using Invoice specific custom fields now shows the field data properly on generated PDFs.
• Payment Method was appearing as blank in sales order customer notification emails, is now being populated from the sales order.
• All instances of Account Type ‘Generic’ has been replaced with ‘Other’ in the system.
• Problem with adding a “supported” supplier to a custom product and it not appearing in search about the allotted indexing time has been remedied.
• Reenabled the use of the search bar on the store to pull up an order using a serial number as the search perimeter, operates with Quotes & Orders.
• Custom fields not displaying in assigned order in PDF generation.
• System needs a store assigned print template to be the default invoice template that the customer is assigned to for auto PDF generation. The lack of a default caused the potential for confidential information to be displayed.
• Customer self registration glitch resulting in contact being added to existing company but could also create a brand new company at the same time.
• Corrected against conditions that allowed manually created bundles on a document in the back-end to be edited on the storesite. Users can no longer delete bundled items on the store immediately after moving the quote to the cart.
• CPAS “Use as default” group setting on the store was not saving correctly in CPAS admin page on store.
• Live Cost Update on Essendant PO with more than 1 line item are again sending and updating properly.
• Fonts will remain the same style when switching from Classic and Contemporary store themes.
• Corrected and issue where all bundle lines needed to be selected to place a bundle on an invoice. Attempts at partial invoicing of bundle lines was causing a document access error.