Customer Portal-Net Change Report
Table of contents
23.4.0
Features
Account
- Registration and Login of External User
- Import and Login of Internal User
- View User Account Information
- Customer Selection by logged in user
- Switch Customer Account
Orders
- View Order History
- Synchronization of Order Status in real-time
- Search by Order#, Order Date
- Filter by Order Status
- Sort by Order Date
Invoices
- View Invoice History
- Synchronization of Invoice Status in real-time
- Search by Invoice#, Invoice Date
- Filter by Invoice Status
- Sort by Invoice Date
Payments
- Pay Invoices by CC
- Pay Invoices by Credit Memos
- Pay on Account by CC
- Support for both Full & Partial Payments
- Synchronization of Payment Status in real-time
Admin
- Settings and Configuration for Portal and M3 Connectivity
- M3 User Roles Configuration, User Permissions and sub-account management
Highlights
PWA Storefront Implementation:
- We have introduced a Progressive Web App (PWA) storefront by extending the Venia theme. This upgrade offers users a more responsive, faster, and app-like experience, ensuring seamless navigation and improved performance.
GraphQL Implementation:
- Implemented GraphQL for each module, including orders, invoices, payments, and Account Information. This change enhances data fetching efficiency and provides a more flexible and streamlined experience for users.
Enhanced Filters:
- We have improved the filtering capabilities for orders, invoices, and payments. The enhanced filters offer users a more intuitive and efficient way to manage and navigate through their data.
Lazyload Pagination:
- To optimize the user experience, lazyload pagination has been implemented in the order, invoice, and payment sections. This ensures faster loading times and a smoother browsing experience for users with large datasets.
Credit Calculation Display:
- Users can now view credit calculations conveniently at the top of the payment screen. This feature provides instant insights into their credit status during the payment process.
Mobile Compatibility (Responsiveness):
- The PWA storefront is now fully compatible with all mobile devices, ensuring a responsive design that adapts to various screen sizes. Users can enjoy a consistent and user-friendly experience across different devices.
New Layout Implementation:
- We’ve introduced a new layout to enhance the overall UI experience. The new design focuses on improved aesthetics and usability, providing a more visually appealing and intuitive interface.
Performance Enhancement:
- The release includes optimizations to enhance speed, particularly within the JavaScript framework. This results in a faster and more responsive application, improving overall user satisfaction.
Enhancements
- Upgraded IDM add-on to be compatible with eConnect-base version 6.3.0.
- Magento version upgraded to 2.4.6.
- PHP version upgraded to 8.1.25.
- Removed SwissUp theme and created LeanSwift Portal Theme.
- Search fields added for Payments page.
- Modified CustomerPortal and PaymentPortal to fit Magento Standards.
Bug Fixes
- Documents uploaded for Short Pay Invoices not available in M3 Program ARS200 is resolved.
- Business context is added for the delivery note document type in IDM.
- Customer name search on Upper Cases is now working in home page.
- Fixed Internal M3 Login authentication Issue.
22.4.0
Features
Account
- Registration and Login of External User
- Import and Login of Internal User
- View User Account Information
- Customer Selection by logged in user
- Switch Customer Account
Orders
- View Order History
- Synchronization of Order Status in real-time
- Search by Order#, Order Date
- Filter by Order Status
- Sort by Order Date
Invoices
- View Invoice History
- Synchronization of Invoice Status in real-time
- Search by Invoice#, Invoice Date
- Filter by Invoice Status
- Sort by Invoice Date
Payments
- Pay Invoices by CC
- Pay Invoices by Credit Memos
- Pay on Account by CC
- Support for both Full & Partial Payments
- Synchronization of Payment Status in real-time
Admin
- Settings and Configuration for Portal and M3 Connectivity
- M3 User Roles Configuration, User Permissions and sub-account management
Bug Fixes
- Documents uploaded for Short Pay Invoices is not available in M3 Program ARS200 is resolved.
- Business context is added for the delivery note document type in IDM.
- Customer name search on Upper Cases is now working in home page.
Enhancements
- Upgraded IDM add-on to be compatible with latest eConnect-base.
- Magento version upgraded to 2.4.4.
- PHP version upgraded to 8.1.12.
- Removed SwissUp theme and created LeanSwift Portal Theme.
- Search fields added for Payments page.
- Modified CustomerPortal and PaymentPortal to fit Magento Standards.
21.2.0
Features
- Uploading supporting document for short pay invoices
- Download Order Confirmation documents
- Email Order Confirmation documents to customer
- Download Customer Invoice documents
- Email Customer Invoice documents to customer
- Download Delivery documents
- View Order shipment details
21.1.0
Features
Account
- Registration and Login of External User
- Import and Login of Internal User
- View User Account Information
- Customer Selection by logged in user
- Switch Customer Account
Orders
- View Order History
- Synchronization of Order Status in real-time
- Search by Order#, Order Date
- Filter by Order Status
- Sort by Order Date
Invoices
- View Invoice History
- Synchronization of Invoice Status in real-time
- Search by Invoice#, Invoice Date
- Filter by Invoice Status
- Sort by Invoice Date
Payments
- Pay Invoices by CC
- Pay Invoices by Credit Memos
- Pay on Account by CC
- Support for both Full & Partial Payments
- Synchronization of Payment Status in real-time
Admin
- Settings and Configuration for Portal and M3 Connectivity
- M3 User Roles Configuration, User Permissions and sub-account management