Diese Woche haben wir einige Änderungen an der Portalkonfiguration vorgenommen. Das Verhalten von globalen Objekten und die Funktionalität von Berechtigungen wurden überprüft und angepasst. Des Weiteren wurde die Darstellung der Portalkonfiguration überarbeitet. Im Kopf der Konfiguration kann nun der Portalname bearbeitet werden. Außerdem wird hier, um die Orientierung zu vereinfachen, das Logo des Portal dargestellt. Die restliche Zeit wurde verwendet um einige allgemeine Verbesserungen und Fehlerbehebungen in Angriff zu nehmen.

B2B Suite

• Die Portalkonfiguration wurde leicht angepasst. Das Menü enthält nun das Portallogo und bietet Zuständigen die Möglichkeit, den Portalnamen zu ändern.
• Das Problem, dass sich Benutzer Berechtigungen nach dem Aufrufen der Portalübersicht nicht mehr korrekt editieren ließen, wurde behoben.
• Die Darstellung der Portalübersicht wurde überarbeitet. Die Möglichkeit, einen Zuständigen hinzuzufügen, wird nun nur noch Benutzern mit den nötigen Berechtigungen angezeigt.
• Beim Löschen von Kundengruppen kam es bei der Darstellung von globalen Objekten zu Ungenauigkeiten. Diese Probleme wurden behoben.
• Die Verwaltung von Kategorien wurde getestet und einige Fehler die beim Drag & Drop von Kategorien auftraten, wurden behoben.
• Es wurde sichergestellt, dass das Dashboard und die B2B Portalübersicht im Internet Explorer richtig dargestellt werden.

Auftrag & Bestellung

• Der Aktivitäten Bereich in den Aufträgen und Bestellungen wurde überprüft und angepasst. Benutzer sollten nun wieder in der Lage sein ohne Einschränkungen Einträge in den Aktivitäten zu verfassen.
• Die Performance der Tabelle in der Bestellübersicht wurde optimiert. Die Ladezeit der Tabelleneinträge wurde deutlich verkürzt.
• Bei Lieferanten, die neben den individuellen Preisen auch Standardpreise angeboten haben, kann nun die Standardpreis-Option wieder aktiviert werden.
• Wenn eine individuelle Preisliste bzw. das Realtime-Preisupdate zu einem Distributor eingerichtet wurde, wird der Standardpreis im Bezugsquellendetail nun als “nicht verfügbar” angezeigt. Dadurch wird sichergestellt, dass keine inkorrekten Standardpreise angezeigt werden.

Price Calculation

• Within the price calculation, variables (such as manufacturers, suppliers or product types) of already existing rules can now be edited.
• The price rule bar chart will now also display negative margins.

Purchase Orders & Sales Orders

• Purchase order with the status “completed elsewhere” can now be archived.

B2B Suite

• Access details needed for product files can now be specified directly in the “New product selection” dialogue, eliminating the need to declare them in the URL.
• The dashboard seen by portal customers can now be customized to a further degree. Product categories and dashboard tiles can now be hidden, leaving only the entered text on the starting page.
• Using the “Share” button, purchase orders and sales orders can now be sent to the ERP system Systemhaus One.

Suppliers & Interfaces

• The distributor comparison report has been revised. Standard prices will now be transmitted correctly.

API

• The Deal model within the API 2.1 received three new fields: automated, imported and businessType.

B2B Suite

• User rights within the B2B Suite have been adjusted. Portal configurations can now only be edited by authorized users, such as assignees and administrators.
• A legal info link can be entered within the set-up tab. This link will appear in sent e-mails as well as the portal login page.

Suppliers & Interfaces

• Nova Business Solutions UG  and Black Dragon Distribution s.r.o. have been added to ITscope.

General Improvements

• User with rights concerning E-services can now deactivate the respective E-service in the “My profile” section.

B2B Suite

• Price calculations and product selections can now be set as global or local objects. The former are available to all portals, the later only to a single one. Additional insight can be found in the support article about B2B Suite objects.
• Portals can now receive multiple assignees. These can be set within the portals overview.
• The sales board received a new feature. Prepared orders can now be created for B2B purchase orders. These prepared orders will include the customer shipping address.
• The order automation received a new functionality. While it previously only worked for orders to suppliers, it know also functions for order placed directly to B2B proprietors.
• If order automation is continued after reaching the selected order limit, a dialogue window will appear confirming the action. This should prevent the action from being accidentally executed more than once.
• The division of work-spaces within the B2B Suite has been emphasized. The admin-view can now only be accessed by users with the appropriate authorization.

Product Catalog

• After overhauling the price calculations, we took a look at its usability. For example, entered grid values can now be confirmed with the enter key.
• Furthermore, changes made to the price rule grid do no longer need a site reload in order to be logged to the stream.
• When creating a new price rule, an existing rule can be selected and it’s grid will be copied to the new rule.
• Last but now least we made sure that existing rules can not be created a second time. In case a rule with the chosen parameters already exists, the “create” Button will be grayed out.

Quote & Order Request

• Selecting a source that is no longer available will no longer lead to an error message.

General Improvements

• The company search received a new filter. Users can now filter for firms that have an electronic order connection to ITscope.
• In order to improve the filters within the companies tab, the E-service filter has been split into two parts: “Offered E-Services” and “Activated E-Services”. The former contains all firms that offer E-services, the later all E-services that have already been activated.

Price calculations within ITscope.com and the B2B Suite have received a major overhaul and are now more flexible. Apart from the product type, the parameters “Manufacturer” and “Supplier” have been added, giving proprietors the opportunity to create price rules based on these options. Furthermore, new portal customization features have been added, including the creation of a personal welcome message for customers and the ability to the adjust the dashboards tile sizes.

Product catalogue

• In order to give proprietors a wider range of price calculation choices, price rules now include the option of adding manufacturers and suppliers.
• Additionally, a support article has been added that details all the feature’s ins and outs.

B2B Suite

• In order to structure the portal configuration as clearly as possible the presentation and picture section have been moved to their own tab and can be found under “Appearance”.
• Additionally, the domain, notification and legal information settings have been moved to the new “Portal settings” tab.
• Proprietors can now configure a custom welcome message in the customer group tab. This message will be displayed on the dashboard.
• Dashboard tile size can now be adjusted in the customer group tab. This enables proprietors to set all tiles to an equal size.
• The separation between portal based configurations and the overall configuration has been ensured.

Suppliers & Interfaces

• Sovamax Trading GmbH, Hirsch & Ille Handels GmbH  and Rainbow Sales LTD have been added to ITscope.
• In order to clearly communicate changes, E-service modifications, particularly parameter changes, are now visible via stream.

This week our focus was set on putting the finishing touches on the customer view and providing you with a better and more precise English translation. On the platform side the PIM gained some new functionalities and users gain more insight when it comes to the availability of E-services.

B2B Suite

• Customer view has been given his final polish and has also received a detailed support article that describes its usage and functionalities.
• The English translation of a large number of textual elements within the portal configuration has been adjusted.

Suppliers  & Interfaces

• Orders to the distributor Alexander Bürkle will now be relayed to their EDI system.
• The area “Price list lines” within the PIM now contains two more columns: the wholesale price as well as the RRP.
• Custom settings such as the column order or width will now be remembered by the PIM and will take effect accordingly.
• In case a firm does not provide E-services, platform users will now be informed of this fact.
• In the “Companies” section, the functionality of real-time configuration to a distributor can now be checked under “My account”.

Auftrag & Bestellung

• Price real-time updates for products located in shopping carts are now much more reliable.

The administration of B2B portals has become more approachable thanks to a portal overview. Furthermore, notifications can be configured to a larger extent. One of the goals we are continuously working on, is to make our platform notifications even more flexible. At the same time we are currently overhauling our B2B Suite wording. In a first step, the term “shop” has been replaced with “portal”.

B2B Suite

• In order to help B2B proprietors with the administration of their created portals, a portal overview has been added. It displays a list of all available portals and allows for access to a specific portal configuration.
• In order to import clients via Single Sign-On, customer e-mail addresses are no longer necessary. However, clients with no available address will be unable to receive platform e-mails.
• B2B proprietors will now receive e-mails regarding errors that occur during automated order processes.
• The logo displayed in the top left corner of a B2B portal can now be removed via the shop configuration. This option is relevant for proprietors that display their portals embedded in frames.
• The Apple CTO-Finder has been adjusted and now only displays Apple products.

Purchase orders & Sales orders

• Order list filters now adapt correctly to the selected platform language.
• Causes of errors that occur during the ordering processes will now be displayed within the order activities.
• Orders can now be set to the new status “partially invoiced”, using the API Endpoint `/business/deals/partiallyinvoice`.

Quote &  Order Request

• The negotiation solution has moved to the Test lab. This feature is now deactivated by default but can be activated via the Test lab window.

Suppliers & Interfaces

• The PIM has been adjusted and now checks whether data supplied to numerical fields consists of numerals.
• The suppliers ALLNET Austria and EURATECH have been added to ITscope.

General Improvements

• Cancelled exports will now be handled correctly and users will be notified through the stream.
• Users can now edit their personal contact information without having the permission to edit company settings.
• Users now have the ability to switch off platform generated e-mails. This can be done under the profile settings.
• Product selections created in the export area can now be fixed appropriately by clicking on “Correct”.

B2B Suite proprietors are now able to view statistics regarding customers and their activity. Print templates for quotes have become more flexible and the purchasing board allows you to complete orders elsewhere.

B2B Suite

• In order to grant proprietors more insight, customer statistics are now displayed in the shop configuration.
• In order to simplify the creation of product assortments, the assortment type is now explained in detail.
• Incoming order confirmation e-mails have been overhauled. In order to guarantee data protection, customer names are no longer displayed in order confirmation e-mails. In the case of a proprietor placing an order in a customer shop, the customer firm will be displayed.
• If a proprietor enters the customer view, the user menu now displays the correct information.
• The option “hide column for placed orders” has been removed from the purchase board settings, if the user is connected via Coupa or SAP Ariba.

Quotes

• The print templates for quotes have been upgraded. Now personal letterheads can be applied to all pages.
• When sending a quote via e-mail, multiple receivers can be added via CC.

Order & Purchase Order

• Within the purchase board, orders can now be completed elsewhere, if the order has been completed in another manner (for example via phone).
• When copying an order to a shopping cart, a specific cart can be chosen as the target.
• Enlarged carts now display the prices correctly.
• In order to make the purchasing board more clear, errors are now displayed in the shopping cart column.
• The dialogues for serial numbers and shipping documents have been optimized. When switching between different orders, the dialogues now show and hide correctly.

Suppliers & Interfaces

• Order to the distributor imcopex will now be relayed to their EDI system.

API

• The API 2.1, which is currently in a testing phase, has been extended. For the endpoints `/business/deals/advise`, `/business/deals/confirm`, `/business/deals/invoice` and `/business/deals/reject`, the status  ‘suppressMail’ can now be applied. This allows for a status change without notifying the customers. 

Starting this week, owners of the B2B Suite will be able to easily inspect their customer portals. We have introduced a function allowing you to log directly into the respective customer portal from the customer’s point of view. A time-consuming process of creating users for testing is no longer necessary.

Over the next weeks we will continue working on the Single Sign-On for the B2B-Suite and the option to model branch offices as well as extending the price calculation based on suppliers or manufacturers. Following this, we will be resume developing portal-based navigation for the B2B suite.

B2B Suite

• It is now possible to log into the customer portal for a particular chosen customer to examine the customer’s view. There is a note in the detail area of the customer as well as an action button. Logging in this way is not anonymous. Each change made in the customer portal as for example an order can be followed by the customer.
• A product list now shows the purchase prices next to the set prices instead of the wrong sales prices. The table headers have also been changed with the appropriate texts. This means that the two prices can be directly compared again.
• The entry for “ITscope Shops” in the main menu has been renamed to “B2B Suite”.
• In a shop configuration, the e-mail area now has its own section. In addition, the description texts have been revised for better understanding.
• The deletion of a created ordering condition in the new administration interface no longer prevents the operation of ITscope.

Purchase orders & Sales orders

• In the configuration settings for order optimization, the display of the threshold value has been corrected. The field is now displaying the amount without additional formatting.
• The appearance of status labels on a map in the shopping board has been optimized.
• The prices on an expanded card in the purchasing board’s shopping basket are now correctly displayed again.
• Under rare circumstances, the filters in the order search did not work properly and now function more reliably again.

General improvements

• Restyled browser notifications are back and are now disappearing in Safari using the correct animation.
• English-speaking users now also see the events and updates in the news dialog.
• The input in the password reset dialog is now checked more reliably.