Order Features

ORDERS
Issue Key	Summary	Description	Issue Type	Release
V5-1449	Include operational details in Order fulfilment Web API	Include operational details of an organisation's opening hours in Order fulfilment Web API	Improvement
V5-1448	Include creatives in Get Order Web API	Include product creatives in Get Order Web API for the ordered items	Improvement
V5-1434	Ability to specify different payment methods for each supply method		Improvement	5.4.1.0
V5-1401	Coverage with map coordinates	Ability to define delivery coverage via coordinates on a map (define map area)	New Feature	5.4.3.0
V5-1388	Ability to retrieve product dependencies during the ordering	Ability to retrieve product dependencies on purchasing a termed service. Any required services or physical goods are provided so as to also be included in the order prior to checkout	Improvement	5.4.0.0
V5-1384	Exclude expense and usage services from orders	Usage and Expense services must be excluded from the ordering process since they cannot be purchased. Expenses are applied based on business rules, whereas Usage service is consumed through one-time/termed services	Improvement	5.4.0.0
V5-1334	Filter Promotions based on organisations	Filter Promotions based on organisations	Improvement	5.4.0.0
V5-1305	Ability to specify the amount to be used from wallet funds	Ability to specify the amount to be used from wallet funds	Improvement	5.4.0.0
V5-1304	Enhance Order details report supporting multiple payment methods	Order details report should be enhanced to support multiple payment methods when multiple payment methods are applied to an order purchase	Improvement	5.4.3.0
V5-1295	Products / Orders	Products should be able to be created at Merchant Level Products List with param fulfilled_by should use Products at Merchant Level Orders should be visible at the Business Level and merchant Level of fulfilled_by	Improvement	5.3.5.0
V5-1285	Ability to re-print order ticket	Orders will be marked as printed if printing is successful. the icon in summary screens will show which orders were printed	Improvement	5.3.5.0
V5-1268	Enhance /estimate/orders Self-Service and Back-Office APIs according to spec	Enhance /estimate/orders Self-Service and Back-Office APIs according to spec	Improvement	5.4.1.0
V5-1254	Orders display mode configuration	Users should have the ability to set display mode on the orders page once and each time user visits the page to have the mode of their preference.	Improvement	Candidate Features
V5-1228	Ability to auto-refresh Orders summary page	Ability to auto-refresh Orders summary page	Improvement	5.4.0.0
V5-1221	Enhance /estimates/orders apis to consider selected payment method for promotions	Enhance /estimates/orders APIs to consider selected payment methods to apply for promotions	Improvement	5.3.4.0
V5-1204	Enhance Self-Service POST /orders API to re-calculate estimated delivery/pick-up time	Enhance Self-Service POST /orders API to re-calculate estimated delivery/pick-up time.	Improvement	5.3.4.0
V5-1117	Ability to accept contact's current location (address, coordinates) and display in Orders	Enhancement to Self-Service /estimates/orders and /orders/\{id} APIs	Improvement	5.3.4.0
V5-1021	Enhancements on order taking to handle product characteristics	Handle API and UI. Characteristics are billing period, trial period, termed period	Improvement	5.4.1.0
V5-826	Fulfilment Policy Enhancements - Expiration of Orders		Improvement	Candidate Features
V5-778	Improved UI for Orders	Enhancements to back-end UI for Orders	Improvement	5.3.0.0
V5-760	Automatically update Orders to Complete status	Ability to configure to automatically set order status to Completed when X time (minutes, hours, days) has passed after Ordering average completion time.	Improvement	5.2.4.0
V5-713	Ability to set preferred venue/merchant for order delivery	The ability for Contact to set the preferred merchant Enhance /estimates/order_fulfillment API to return a list of merchants/venues that can fulfil contacts' orders sorted by nearest to the contact's selected address	Improvement	5.2.3.0
V5-673	Enhancements to the Order screen	Add the following fields in the Order screen: Contact Code, Contact phone (CIM), Venue Name, Payment method (Cash / Card) API enhancements required	Improvement	5.2.1.2
V5-672	Add Notes to the bottom of the printed Order ticket	Add Notes to the bottom of the printed Order ticket under Total Items.	Improvement	5.2.1.2
V5-481	Activities for Orders	Activities that need to be scheduled to complete an order (e.g. installation).	Story
V5-480	Clone an Order	Orders can be cloned, i.e. used as a template for creating additional orders with similar items for a different contact.	Story	Candidate Features
V5-476	Setup your Order Milestones	Set up multiple milestones based on payments which are expected to be made to pay off an order in instalments based on the fulfilment policy. When a milestone due date is reached, the billing process will generate an invoice for the necessary payment and identify the milestone as paid when the payment has been received. Point of no return The Point of no Return settings for orders determine if and when a contact can request to cancel an order or any ordered items. Prior to reaching the Point of no Return (date), all items, including those that may have already been delivered, can be returned to the company, the contact will not be billed, and the order will be cancelled. On the other hand, if the Point of no Return has been reached, then any items that have been delivered cannot be returned - they will be billed and paid for, while any undelivered items will not be delivered nor billed, and the remaining order will be cancelled. The Point of no return applies while the order is in progress, i.e. once delivery of items begins.	Story	5.4.5.0
V5-475	Orders Fulfilment Policies	A fulfilment policy is set up for an organisation and is, by default, inherited by all of the organisation's members (merchants, subsidiaries, venues etc.) unless a separate policy is set up for a specific member. A different fulfilment policy can be set up for delivery, pick-up and on-site (dine-in). Users can set the minimum cost for an order to be accepted, define how and when orders can be fulfilled, as well as which products can be ordered based on their availability. Charges per supply method can also be defined (e.g. a delivery charge). Additional add-on times can be set up using the completion rules. Completion Rules Completion rules are set up to calculate the estimated time for an order to be completed and can be venue specific. The average time for completing an order can be set along with additional factors that could affect the time required for completion, such as the ordered product, order quantity, number of concurrent orders and the number of pending items to be processed; all the conditions can be based on days and times of the week, therefore, differentiating between peak hours and off-peak hours. The completion rules estimated time (if defined) are in addition to the fulfilment policy's estimated time. Venues Operational Hours Define whether pickup and delivery are available per venue and set up the delivery and pick-up times for each one.	Story	5.2.2.0
V5-474	Create and Amend Orders	Orders can be placed by contacts (using an app) or by users of the system. In either case, an order progresses through the various life cycle states until it is either Completed or cancelled. An estimated completion date/time is calculated for each order, and the payment is processed according to the customer's payment method. The system can also identify any overdue orders. If an order is amended prior to reaching the completed or cancelled states, then the total amount will be recalculated.	Story	5.2.0.0
V5-359	Product Catalogue for Subscriptions	The product Catalogue includes service products that can be purchased by subscribers, as well as expenses which are applied to subscribers in the form of penalties or fees. The product catalogue includes business rules that define how these products should be purchased: Dependencies between products. Service product requires a device to be provisioned to contacts (technical) Service product requiring another service(s) to coexist on a subscription in order to be purchased by a contact (driven by a company's business rules). Service product that cannot coexist with another service on a subscription (cannot be purchased and delivered by the same subscription) Tiering of products Product tiers define whether purchasing a service while owning another one constitutes an upgrade, downgrade or switch. Services Pricing Service products pricing includes a set of terms that includes A service term period (for termed service only) Whether the terms are auto-renewed at the end of the termed period or not The billing cycle A trial period Pricing terms are used to form the subscription's and the subscription service's billing terms on their purchase	Story	5.4.1.0
V5-2084	Ability to dispatch items for an order	Order items are dispatched against an order and result in a stockout transaction.	Improvement	5.4.5.0
V5-2365	Display the Total before the discount on the order ticket.	Enhance Order ticket to include: Price of items before the discount Total Price before discount	Improvement	5.4.5.3
V5-2268	Back-end Ordering enhancement, display modifiers section AFTER a variant product is selected	Display modifiers section AFTER a variant product is selected and based on modifiers of the selected variant product	Improvement	5.4.5.2
V5-2086	New view options for the Orders summary screen	Updates are required to the Orders list view/Kanban view. New Kanban view linked to queue types. New detailed order summary page.	Improvement	5.4.5.0
V5-2085	Ad hoc discounting	Ad hoc discounts for Service Requests and Orders.	Improvement	5.4.5.3
V5-2083	Point of No return	Implement the point of no return for orders.	Improvement	5.4.5.0
V5-2082	Updates to Orders	Ability to change certain details of an order once an order is created and change order statuses.	Improvement	5.4.5.0
V5-1986	Include conditions in Order Fulfilment policy expenses	Provide the ability to set up conditions on when an expense will be applied during ordering. Currently, the supply method is already a condition. The order's amount should be added (order amount before the discount) e.g. apply the expense for Delivery orders only if the order amount is less than X amount	Improvement	5.4.4.1
V5-1981	Include Product Notes in the Order ticket	Notes for orders	Improvement	5.4.4.1
V5-1797	Enhancement to provide detailed promotion information in invoicing	Include promotion information when invoicing	Improvement	5.4.3.2
V5-1701	Enhance Self-Service Order fulfilment response with an estimated delivery/pickup time	Enhance Self-Service Order fulfilment response with an estimated delivery/pickup time so that order fulfilment checks can be removed from order estimates. Required for mobile app ordering flow	Improvement	5.4.3.1
V5-1685	Ability to create default fulfilment policy upon new Business sign-up. New Direct Sale supply method	A default fulfilment policy will be created when a new Business signs up. New supply method' direct sale' for subscription services.	Improvement	5.4.4.2
V5-1602	Enhance the order to include whether the order was paid in full or partially with wallet funds	Order enhancement to include the amount partially paid using wallet funds and the amount partially paid using another payment method	Improvement	5.4.3.1
V5-479	Ability to have separate Queues for your Orders	Ability to set up different order queues, with each queue having its own workflow of states. Set up the business characteristics of orders to be fulfilled by each queue, for example, B2B orders assigned to the 'Wholesale' queue and B2C orders assigned to the 'Retail' queue.	Story	5.4.5.0
V5-477	Orders Quotation	A Quotation provides a formal estimation of an order's cost that includes all physical goods, expenses and services that the contact is interested in buying. In other words, the quotation is a preliminary form of the order's invoice	Story	5.4.5.0
V5-476	Orders milestone and progress-based invoicing	Support for invoicing based on preset milestones or based on the progress of delivered services and products.	Story	5.4.5.0
V5-2274	Ability to define on front-end systems whether to allow purchases only if the requested spend amount is fully covered with the available wallet balance	Ability to define on front-end systems whether to allow purchases only if the requested spend amount is fully covered from the available wallet balance. Ability to configure setting via the back-end (Applications) Release app enhancements	Improvement	5.4.5.2
V5-1405	Purchases & Business Network	Posting purchases against an organisation should allow only purchases of organisations within the business network	Improvement	5.4.0.0
V5-2633	Using Wallet funds on order improvement	When a contact wants to fully/partially pay for their order using their wallet funds - up to 2 payments will be posted upon placing the order: One payment with payment method type cash/card etc., according to the contact's choice Second payment to reflect the contact's payment using the wallet as a payment method	Improvement	5.4.6.2
V5-2632	Improved use of account funds on placing the order	Improved use of account/wallet funds on placing an order Order estimates API to return Cost of the order The amount which needs to be paid at the time of ordering Contact's account credit (if the account is credited) On placing the order It will be up to the front end to decide if account credit will be used or not to pay off the order. Up to two payments will be placed, one consuming wallet funds and the second one to represent the payment using a card/cash etc. In cases where the account's credit will be used, then the cash/card payment will be of a smaller value, indicating that the remaining amount will be paid off using the account's funds	Improvement	5.4.6.2
V5-2105	Contact and User approvals for orders	The ability for a contact and/or user to approve/reject an order's progression via CRM.COM Approval Request automation	Improvement	5.4.6.3
V5-2903	Ability to set up automation on order stage change	Ability to set up automation which is triggered upon changing the stage of an order	Improvement	5.4.6.4
V5-3056	Orders & milestones enhancement	Display Order milestones (whether invoiced or not) on the Order screen	Improvement	5.5.0.0
V5-2438	Order Attachments	Ability to add attachments to an order	Improvement	5.5.1.0
V5-480	Clone an Order	Orders can be cloned, i.e. used as a template for creating additional orders with similar items for the same or a different contact.	Story	5.5.2.1
V5-3622	Search for orders based on their address	Ability to search for an order using its delivery address. A new 'Address' filter option added	Improvement	5.5.3.2
V5-3416	Ability to change an Order's Delivery address	Ability to change an Order's Delivery address before its completion. Changing the delivery address is allowed only if no items have been sent out to the contact. Order fulfilment estimation should be triggered again to ensure that the order can still be fulfilled at the new delivery address	Improvement	5.5.3.2
V5-3606	Improved Orders management	Ability to amend order items and milestones provided a point of no return is not reached.	Improvement	5.5.3.2
V5-4295	Ability to set up and use Event-based Charges for Orders	Ability to set up and use Event-based Charges for Orders. In addition, introduce the ability to charge an extra expense on a delivery Order based on the distance	New Feature	5.6.0.0
V5-4286	Self-service /estimates/order_fulfillment enhanced to include country_code	New attribute 'country_code' added to self-service /estimates/order_fulfillment_ API, default value should always be contact's country of agreement. The APIs response should filter locations based on the country_code set.	Improvement	5.6.0.0
V5-4287	Product Ordering & Commerce Spend Restrictions	Ability to support (per product) the max wallet commerce amount that can be spent during ordering	Improvement	5.6.0.0
V5-3289	Enhanced Subscriptions ordering quotation	Enhanced Orders quotation when both physical goods and services are ordered. Order quotation to display and clearly explain that as part of the order, contact subscribes to services, and as part of the first bill they will be invoiced an X quoted amount.	Improvement	5.6.0.2
V5-2369	Attachments improvements	Ability to upload attachment (links) to contacts, orders, service requests and leads	Improvement	5.6.0.5
V5-4683	Reserve warehouse items once a quotation is accepted	Provide the ability to keep track of reserved warehouse items only once a quotation is accepted and not on placing the order.	Improvement	5.6.0.5
V5-4651	Ability to schedule a delivery Order	Ability to schedule a delivery Order on a different day and on a specific time through the back- and front-end systems.	Improvement	5.6.0.5
V5-5078	Include Products as filters in Orders Automations	Include Products as filters in Orders Automations to provide the ability to perform automated processes such as sending email communications to users when an Order is placed that includes a specific product.	Improvement	5.7.0.0
V5-5968	Ability to copy an Order Catalogue	Ability to copy an Order Catalogue	Improvement	5.7.3.0
V5-5705	Ability to charge a B2B Marketplace business for every order placed within their platform.	Ability to charge a B2B Marketplace business for every order placed within their platform. The B2B Marketplace is responsible for settling these charges with the B2B Merchant.	Improvement	5.7.3.0
V5-5580	Ordering Flow Setting	Enhanced Orders settings for B2B Marketplace. Provide the ability to determine whether a single or multiple merchants can fulfill an Order.	Improvement	5.7.3.0
V5-5579	Updates To List Products and List Order Catalogues	Enhance List Products and List Order Catalogues to accept multiple organisations in the fulfilled_by parameter. Utilise this information in B2B Marketplace solutions so as to retrieve products/order catalogues from multiple merchants (internal and/or B2B merchants).	Improvement	5.7.3.0

Order Features

ORDERS