5.3.0.0
Release CRM 5.3.0.0 includes the following features, enhancements & bug fixes:
Issue key | Summary | Description | Issue Type | Components |
|---|---|---|---|---|
Reward Offer Resolution Issue | When a purchase is performed for a specific merchant, customers should be awarded only by the business and that merchant owned by offer | Bug | REWARDS CORE | |
Spend Rule Access Denied Issue | Creating a spend rule for a merchant as a masqueraded user the system throws access denied error | Bug | REWARDS OFFERS | |
Languages not retrieved in automations -> communications | Languages not retrieved in automations -> communications | Bug | PLATFORM | |
Communications plan content not displayed on Edit | When you select to view a Communication Plan you can see the message content but when you select 'Edit' the content disappears. | Bug | COMMUNICATIONS | |
Award Expiration Not Applied | When an award is provided with an expiration date, the expiration date is not calculated correctly | Bug | REWARDS CORE | |
Switching businesses issue in sandbox | When you switch to another business, the new business name is displayed on the top left hand corner of the screen but the current records for any section you are currently in belongs to the previous business. | Bug | BUSINESS NETWORK | |
Transaction Processor Setup Issue | A transaction processor should be able to select the service owners that will route transactions to | Bug |
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Contact Registry Error Message | The message thrown when registering a contact under a business that use the service owner registry should be more informative | Bug |
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Sign Out Exception | When a user signs out from the system, an unexpected error is thrown | Bug | BUSINESS NETWORK | |
Breadcrumb issue when viewing a Contact's Communication | Navigating to 'Contacts' whilst viewing a communication throws error 404. | Bug | CONTACTS | |
Orders - Creating orders in backend enhancement | When creating an Order, in the Contact details page, if the user selects a supply method first and then the Contact, the To be fulfilled by list of venues is not retrieved. Perhaps we can have the supply method read-only and only enable it once user has selected a contact. | Bug | ORDERS | |
Reward Offers Product Target conditions issue | Amending a product target condition of a reward offer does not change the search value | Bug | REWARDS OFFERS | |
Merchant & Reward Scheme Issue | Merchants should be able to list reward offers when creating their reward offers | Bug | REWARDS OFFERS | |
Product Category Code Unique Validation Issue | Product Category code unique validation should not be made when code is null | Bug | PRODUCT CATALOGUE | |
User Summary Page | Business User Summary Page should only filter the Business Users (same for pending invitations) | Bug |
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API Keys Filtering | Filtering based on API Key type should be similar to other pages | Bug | SECURITY AND USERS | |
Segment condition using Registration Date issues | Issues when creating a segment using the Registration Date condition. | Bug | CONTACTS | |
Forgot Password Text Issue | The forgot password confirmation page has an incorrect text syntax | Bug | BUSINESS NETWORK | |
Forgot Password Action Link Colouring Issue | The URL action link "forgot password" should be blue, similar to create business | Bug | BUSINESS NETWORK | |
Segments using Merchant accessibility issues | Segments created using restricted accessibility options are not accessible by the authorised merchants. | Bug | CONTACTS | |
Segments using First Name and Last Name criteria should not be case sensitive | Searching for ‘first name is maria’ should also return contacts whose first name is Maria. | Bug | CONTACTS | |
Activity Feed Award Enhancement | Enhance the activity feed for awards in order to include the expiration date and the reward offer that provided such award | Task | CONTACTS | |
Wrong Country of Agreement set on Contact | Registered a new contact with Country of Agreement GRC. In the backend the Country was set as CYP | Bug |
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Segments not working using custom fields | When you create a segment using custom fields no contacts are returned, | Bug | CONTACTS | |
Account not created upon Contact registration | When registering a Contact on sandbox (Costa Coffee club (UAT) environment) the contact account is not created. | Bug | CONTACTS | |
Award activity not visible in Activity feed after awarding Refer a friend offer | Award activity not visible in Activity feed after awarding Refer a friend offer. A contact referred a friend. When friend signed up contact was awarded 1 euro but award is not visible in activity feed. | Bug | REWARDS OFFERS | |
Order Usability Issue | During the order placement the total number of ordered items is not correct | Bug |
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Transfer Financial Transaction Issue | performing a transfer transaction between a contact's wallet to another contact's wallet the system throws error | Bug |
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JCC EOD file issue | JCC sends a EOD file with the day's purchases and ad-hoc returns. consider the following setup: Rebecca Blu organization was created as Business under JCC Service Owner with tap1. At the same time Rebecca Blu organization was created as merchant under Business Checkin with the same tap1. When the EOD file ran, for a specific ad-hoc return transaction for Rebecca Blu the system returned "Record not found". The tap was changed for Rebecca Blu merchant but the issue persists | Bug | CUSTOMER EVENTS | |
Issue when setting credentials upon creation of a new Business | During the creation of a new Business, when user receives email to click on link to create new sign-in credentials the following issue occurs:
| Bug | SECURITY AND USERS | |
Offer Type: Monetary Discount not working as expected | Offer Type: Monetary Discount not working as expected when setting targeting conditions / time conditions as Birthday | Bug | REWARDS OFFERS | |
Improve Memberships/Profile Completion offer does not award | Improve Memberships/Profile Completion offer does not award customer when profile completion targeting condition is set to address. | Bug | REWARDS OFFERS | |
Contact Spend Preferences | When spend preference = next merchant, then the applicable values are only the business and merchants (currently venues are supported as well) | Bug | CONTACTS;REWARDS CORE | |
Business Network & Masquerade Issues | Processes per organisation are not fully applied on organisation users. also, masquerade has issues on applying such core behavior | Bug | BUSINESS NETWORK | |
Horizontal Scroll Issue | On some summary pages, the horizontal scroll should be removed | Bug | USER EXPERIENCE AND TECHNICAL | |
Activity Feed Wallet Related Records Issue | If the transaction is related to the wallet then the wallet should be shown. If the transaction is related to the account then don't show the wallet | Bug | CONTACTS | |
Usability Issues on Expanding Activity Feed | The arrow icon should behave as a link and expand related information | Bug |
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Activity Feed Expand Issue | Expanding a record in contact activity feed does not work | Bug | CONTACTS | |
Contacts screen - Wallet Breakdown Breadcrumb bug | When navigating to Wallet Breakdown there is a bug in hte breadcrumbs | Bug | CONTACTS | |
Contact Self-Service API Enhancement | Return the country of agreement attribute on the self-service contact api | Task | CONTACTS | |
Activity Feed Filter Issue | Usability issues on activity feed filter | Bug | CONTACTS | |
Reward Settings Text | We should remove CRM wording from the reward settings info text | Bug | REWARDS CORE | |
Merchant & Reward Scheme Issue | Merchants are not allowed to create/update/view reward schemes (core behavior) | Bug | REWARDS CORE | |
Reward Scheme Usability | On new reward schemes we should not show the scheme type badges | Bug | REWARDS CORE | |
Reward Offers Feature Attribute Not Saved | Enabling a reward offer as featured, the system does not save the related value | Bug | REWARDS OFFERS | |
Settings Instructions | A couple instructions on settings should be updated | Bug |
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Reward Offer Error Message | Error messages should be more informative for the end user | Bug | REWARDS OFFERS | |
Google place ID not stored when retrieving location of venue | It seems that the google places id of a merchant/venue is not set when attempting to retrieve google location. | Bug | BUSINESS NETWORK | |
Ad hoc Return rounding issue | Ad hoc Return rounding issue | Bug | CUSTOMER EVENTS | |
Issue with Segments - Condition IS | Error message displayed when condition is Phone IS ........ | Bug | ANALYTICS | |
Issue with Organisation tags screen | Issue with Organisation tags screen it only retrieves the first 20 records | Bug | BUSINESS NETWORK | |
Customer Events Usability Enhancements | A couple usability enhancements to customer events in order to be consistent | Task | CONTACTS;CUSTOMER EVENTS | |
Ability to award and spend at time of ordering | Customers will have the ability to use their wallet credit (open and commerce) plus a payment method for remaining amount (cash or card) during ordering, and at the same time (via automations) to be awarded and spent (automatic/instant) via back-end reduction | Improvement | REWARDS CORE | |
Ad Hoc Return Issue | Performing an ad hoc return that should debit the wallet for an amount that is not sufficient (wallet does not have such amount), the system throws an error. The fix is to debit the wallet the amount that can be debited | Bug | CUSTOMER EVENTS | |
Create template offers on sign-up of a new business | When a new business signs-up, automatically create a rewards scheme and 4 standard offers in 'inactive' state at the level of the service owner. | Improvement | REWARDS OFFERS | |
Organisation Account and Wallet | Creating an account for an organisation should not automatically create a wallet | Task | DIGITAL MONEY | |
White Label Settings Issue | The system throws an error when uploading an image for white label | Bug | PLATFORM | |
EPOCH Times not stored in UTC | All dates in Server should be stored in UTC. Can we make sure the servers are set to UTC with no Daylight savings and we don't convert request / response dates into and from server. All REQUEST dates should be in UTC. | Bug | PLATFORM | |
Issue with purchase epoch time | Purchase event is submitted with epoch value in UTC. In the back-end and mobile app the time does not show the local time. | Bug | CUSTOMER EVENTS | |
Enhancement to JCC implementation - pass merchant and outlet to JCC API | In the implementation of JCC refund as part of JCC merchant services pass over to JCC API the both Merchant ID (tap) and Outlet ID (tap). | Task | PLATFORM | |
Enhancement to /Application API - country of agreement |
| Improvement | APPs AND PORTALS | |
Enhancement to error response of self-service contacts/authenticate API when email is not verified | When email has not been verified and user tries to log in the following error appears: “Login failed. Username or password are not valid”. Please change the response of the error response in case email is not verified so that is can differentiate from Username or password are not valid error response. error: "Unauthorized" message: "COM.CRM.EXCEPTIONS.INVALIDLOGINEXCEPTION" parameters: null status: 401 | Improvement | CONTACTS | |
JCC backend refund issue | Participant is in credit but amount not refunded to his credit card via the JCC rewards gateway | Bug | REWARDS CORE | |
Contact delivery addresses are not displayed for selection during ordering | When you select to order delivery the contact addresses are not displayed for the user to choose from | Bug | ORDERS | |
Reward Achievement /Thank you Gift offer does not award customer found in segment. | Reward Achievement /Thank you Gift offer does not award customer found in segment. | Bug | REWARDS OFFERS | |
Improve Memberships/Profile Completion offer does not award customer | Improve Memberships/Profile Completion offer does not award customer when profile completion targeting condition is set to address or date of birth or phone. | Bug | REWARDS OFFERS | |
Preferred Merchant new feature | Ability to configure whether contact can select a preferred merchant for ordering and a preferred merchant for rewards and customer care. | Improvement | CONTACTS | |
Issue with offer goal | Offer Goal: Increase Spend with target condition/products : when the product family is All Coffees and the quantity of purchased items for the last 365 days is more than 9 does not reward customer with offer award. The targeting conditions are met but customer is not awarded the offer amount. | Bug | REWARDS OFFERS | |
JCC Merchant - When importing outlets the system should also create the merchant ID as a TAP under the business | When importing outlets the system should also create the merchant ID as a TAP under the business | Task | PLATFORM | |
Offer Type: Monetary Discount not working as expected when setting targeting conditions / time conditions as Birthday. Offer is triggered always on purchase. | Offer Type: Monetary Discount not working as expected when setting targeting conditions / time conditions as Birthday. Offer is triggered always on purchase. | Bug | REWARDS OFFERS | |
Ability to notify 'fulfilled by' merchant on order creation | Ability to notify ‘fulfilled by’ merchant on order creation through an Automation - either email or SMS. | New Feature | COMMUNICATIONS | |
Contact date of birth selection issues |
| Bug | CONTACTS | |
Segmentation condition issues | Segmentation Condition issues - either not returning any contacts or error messages appearing when saving segment. | Bug | ANALYTICS | |
Cancelling a communication plan throws error 404 | During creation of a communication plan error 404 is thrown if you select the 'Cancel' option. | Bug | COMMUNICATIONS | |
Communication plan scheduler issue | Creating and saving a communication plan displays ‘invalid start date’ message. | Bug | COMMUNICATIONS | |
Cash as a payment method is optional | Ability to disable cash as a payment method / Investigate to do with no config Add configurability on backend to specify allowed payment methods at level of business. Add section under finance configuration and call it Payment settings. For now specify only allowed payment methods Amend core behaviour of list payment methods to return the specific cards or accounts of customer plus the option of cash if cash is enabled Amend app and portal to display cash only if returned in list payment | Improvement | CONTACTS | |
Reward Offer Performance | Ability to award customer based on performance offers (eg buy X products and get an award) | New Feature | REWARDS OFFERS | |
Reports once Category Selected cannot remove | Once you select for example Tier Category or Red or Gold, you can not remove that selection to get multiple tiers. | Bug |
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Error 404 when attempting to Manage Lots on live | Error 404 when attempting to Manage Lots on live | Bug | DIGITAL MONEY | |
Business Network Enhancements - Enhancement to Summary page | 1. Order of on Venues / Merchants. Ascending order alphabetically. | Task | BUSINESS NETWORK | |
Reward Offer Product Conditions Issue | Adding product conditions on reward offers is not possible as the action disappears when more than 5 products are added | Bug | REWARDS OFFERS | |
Purchase Customer Event Organisation Enhancement | Ability to identify the organisation that the purchase was performed based on organisation attribute | Task | CUSTOMER EVENTS | |
Ability to retrieve organisation tags from reward offers APIs | New organisation tag(s) attribute on list reward offers APIs | Improvement | REWARDS CORE | |
Contact Icon Consistency | The icon of the contacts from settings should be the same of the contact sidebar | Bug | PLATFORM | |
Contact bugs & enhancements | Contact bugs & enhancements | Bug | CONTACTS | |
Enhancement to self-service API /estimates/orders to not validate minimum order amount | When the API returns an error message regarding "Minimum order amount not reached.” the *total_amount *is not returned therefore the cart total on the mobile app is not updated to correctly sum the product prices. | Improvement | ORDERS | |
Product Data in Events | Ability to specify Product Data in Insight Analytics Filters and Breakdowns | Improvement | ANALYTICS | |
HTML for Email Communications | Ability to embed html in email communications. Applicable for Communication Plans and Automations. Make sure we do not use the word notifications / use only communications. We do not need rich text for in app. | Improvement | COMMUNICATIONS | |
Filter organizational tags based on Industry and Industry Sector | Ability to retrieve Organizational tags based on Industry and Industry Sector. | Improvement | BUSINESS NETWORK | |
Issue with default currency on creation of new Organisation | Default currency is set to $ even through region Country is Cyprus | Bug | ACCOUNTS | |
Replay Web Hooks | Ability to setup automatic retries and delay between such retries, while replay any failed webhook | Improvement | PLATFORM | |
Error in self-service API /orders/{id} response |
{ 2. Additionally, we have had reports that the /contacts/{id}/orders is not returning orders for certain contacts. | Bug | ORDERS | |
Generate Reports based on Contact Country of Agreement | Ability to generated reports based on the contact's country of agreement | Task | PLATFORM | |
Spend Amount Issue | Issue on automatic spend, where spend amount is not calculated correctly and wallet commerce balance goes bellow zero | Bug | DIGITAL MONEY | |
Improved UI for Orders | Enhancements to backend UI for Orders | Improvement | ORDERS | |
Add popup text to JCC Merchant Services when user enables | Add the following instruction to the JCC Merchant Services integration screen : “By enabling JCC Merchant Services your merchant account in [CRM.COM|http://CRM.COM] will be charged when customers spend their awards. Additionally, you can import your venues which are registered with JCC.” | Task | PLATFORM | |
Automations and Order Enhancements | Ability to differentiate the order (create order) event based on delivery address (country) | Task | PLATFORM | |
Reward Offer Target Conditions Enhancement | Ability to target country based locations for incoming purchase transactions | Improvement | REWARDS OFFERS | |
Segmentation Country of Agreement Enhancement | Ability to segment contacts based on their country of agreement | Improvement | ANALYTICS | |
Contact's Country of Agreement | Ability to support multiregional contact registry, where customers can register against a country | New Feature | CONTACTS | |
Update /fingerprint API to include isLocal in Response | Modify the fingerprint API to include additional response data from the JCC API. | Task | PLATFORM | |
User Roles and Masquerade Enhancement | Masquerading to an organisation, the masqueraded user should have the same permissions as the Admin role of that organisation | Task | SECURITY AND USERS | |
Retrieve Fingerprint SelfService API Issue | Retrieving fingerprint usign a service owner token throws error | Bug | PLATFORM | |
Create Batch Purchase Events | Create a batch of purchase Events that can later be monitored. | Improvement | ACCOUNTS | |
Activity Feed Paging Issue | The activity feed paging is not displayed correctly (when paging is greater or equal than 10) | Bug | CONTACTS | |
Orders address is not displayed in List view when an order is selected | When you select to view an order from List view the order address is not displayed. | Bug | ORDERS | |
Custom Fields Issue | The system should be able to validate and remove values from an existing custom field value | Bug | PLATFORM | |
Business Network Usability Enhancements | Enhancements on the business network UI | Task | BUSINESS NETWORK | |
Controlled based Data Records | Introduce Controlled based Data Records (e.g. segments). Such records can be given access to use through a specific definition of “organisations allowed to use“ at segment level | Improvement | BUSINESS NETWORK | |
Webhook Requests Summary Page Issue | Changing the records of results per page in the webhook request summary page does not work | Bug |
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Search Contacts Enhancement | Ability to search contacts using a lightweight API when creating orders, service requests, etc | Task | CONTACTS | |
Ability to search by Contact Email Address | Include Email address in the search_value of backoffice API /contacts | Improvement | CONTACTS | |
Insights Issues |
| Bug | ANALYTICS | |
Core Organisation Processes | Introduce core definition of processes per organisation | New Feature | BUSINESS NETWORK | |
Data Records and Ownership | Introduce core definitions and behavior or data records and ownership | New Feature | BUSINESS NETWORK | |
Contact Rewards Details Issue | Accessing the reward details of a contact that has not signed up to a reward scheme, the back-office SPA does not allow to sign that contact to any available scheme. Also, cancelling the reward settings edit the user is redirected to the contact summary page instead of the contact data page | Bug | CONTACTS | |
Organisation and User Images | Ability to upload images on users and organisations; Cloud Operator, Transaction Processor and Service Owner | Task | BUSINESS NETWORK;PLATFORM | |
Product Categories horizontal scroll problem | Can't scroll horizontally when viewing this page on a small screen and subsequently can't see all the information. | Bug | USER EXPERIENCE AND TECHNICAL | |
Orders issues | Issues related to ordering for Pick-Up and for delivery | Bug | ORDERS | |
Refund API implementation | Implement the Refund functionality where a specific requested amount or the amount that the account is in credit is refunded to the designated payment method | Task | ACCOUNTS | |
Enhance Payment methods to have JCC as an option for refunds | Ability for cardholder to provide a card for card linked rewards that is hashed and can be refunded | Improvement | CONTACTS | |
Integration for JCC Loyalty Services Gateway | Add new integration settings for JCC Loyalty Services API. The integration has different behaviour based on
Main intention is to set the Service Owner access to Loyalty services API at a network wide level to allow it to access.
| Task | PLATFORM | |
Communication sent for Forgot Password does not appear in contact's Activity feed | Communication sent for Forgot Password does not appear in contact's Activity feed. | Bug | COMMUNICATIONS;CONTACTS | |
Automations per Organisation | Ability to support different automations per organisation | Task | PLATFORM | |
Customer Event Classifications Enhancement | Provide the ability to automatically create a customer event classification as part of the post purchase (validations should be case insensitive) | Task | CUSTOMER EVENTS | |
Ad Hoc Return Purchase | Ability to support ad hoc returns on purchases | Task | CUSTOMER EVENTS;REWARDS CORE | |
Back-End Reduction & Refunds | Ability to refund customers for back-end spends | New Feature | REWARDS CORE | |
Service Owner Applications | Enhance applications to support multi-tenant flows | Improvement | PLATFORM | |
Ability to generate purchase events from a financial transaction and award them | Ability via automations to post a purchase event when an invoice is posted and post a credit note when a purchase customer event is voided | Story | REWARDS CORE | |
POST New Order not firing Web Hook, or Appearing in Order Kanban or Order Metrics on Dashboards. | Posted an Order and expected behaviour of Web Hook via Automation and other screens did not seem to work. | Bug | ORDERS | |
Product Pricing Usability Issue | Error messages related to other prices are not shown and user cannot proceed | Bug | PRODUCT CATALOGUE | |
Extend custom fields functionality | Add the ability to call an API and get a response | Task | PLATFORM | |
Ability to Setup Contact Registry on Service Owner | Contacts can be owned by a business or in a multi-tenant environment a contact registry can be supported on the service owner level. Such contacts are owned by the service provider, with KYC details to be defined and owned by each business that they register to | Story | BUSINESS NETWORK | |
Contact Categories are not displayed in Segments | Contact Categories are not displayed in Segments | Bug | ANALYTICS | |
Ability to edit and re-use an existing communication plan | Should be able to edit and re-use an existing communication plan. | Bug | COMMUNICATIONS | |
Ability to Setup Transaction Processor | Transaction Processor Organisation with the ability to monitor, view and submit purchase customer events to multiple service providers | Story | BUSINESS NETWORK | |
Reward offers - icons and navigation issues |
| Bug | REWARDS OFFERS;USER EXPERIENCE AND TECHNICAL | |
Organisation Group Enhancements | Organisation Groups should be enhanced to group organisations of type merchant, venue and service point based on similar business characteristics | Task | BUSINESS NETWORK | |
Increase placeholder sizes on Credit Terms screen | The following placeholders are too small to display contents on small screens:
| Bug | ACCOUNTS | |
Switch and Masquerade User Role Permissions | Enhancement on user roles to support different permissions for switch and masquerade between organisations | Story | BUSINESS NETWORK;SECURITY AND USERS | |
Use organisation id and access token from redux | Organisation id and access token should be read from redux instead of helper function (pass through all pages) | Task |
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List (Self-Service) Reward Offers Enhancements | Retrieving the reward offers for a contact (self-service) should be based on each contact behavior | Task | REWARDS OFFERS | |
Cannot search Contact with Full Name as specced | Currently, a user cannot search a contact by typing in the Full Name. | Bug | CONTACTS | |
The pagination bar should appear both at the top and bottom of all summary screens | At the moment the pagination bar appears only at the top of summary screens so if a user has scrolled down to the bottom of a screen and hasn't found what they were looking for they have to scroll back to the top of the screen to change to the next page. For this reason the pagination bar should also appear both at the top and the bottom of every summary screen. | Bug | USER EXPERIENCE AND TECHNICAL | |
Orders Usability Enhancement | Merchants should be able to view orders (not contacts) that are fulfilled by/assigned to them or their venues | Task | ORDERS | |
Insight Analytics UI | Insight Analytics UI | Task | ANALYTICS | |
Configuration Page Consistency Issue | Creating configuration settings should be consistent as currently the new button is sometimes next to the search while in other cases its located in the end of the results | Bug |
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Product Promotions old | Promotions define discounts that can be automatically applied on product sales or during billing, given that a set of conditions are met. Promotions can be auto-applied if the conditions are met or presented to customers or agents as (selectable) offers during a purchase or placing an order. | Story | PRODUCT CATALOGUE | |
Contacts reward schemes UI issues | In Signed up Reward Schemes:
| Bug | CONTACTS | |
Orders UI | Orders UI | Task | ORDERS | |
Get Applicable routing rules | https://speca.io/CRM/self-service#get-applicable-routing-rule | Task |
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Reward Offer Usability Issues | 1. Award target conditions and Award option based on SKU should be enhanced to be more meaningful. Instead of displaying SKU only, we can display name and SKU 2. Failing to provide spend conditions, the system does not allow the user to select one or create a new one. Instead the user should refresh the entire offer page and start all over again | Bug | REWARDS OFFERS | |
User Roles Enhancements | Ability to define user roles across business network and their permissions per organisation | Task | BUSINESS NETWORK | |
User Teams | A group of users that belong to the and optionally have access to all or some subsidiaries | Story | BUSINESS NETWORK | |
Ability to switch between organisations | As a back-office user, I should have the ability to switch between the organisations that i have joined | Task | BUSINESS NETWORK | |
Create Locations API - Self Service | Create Locations API in self service to allow the Mobile APP to locate nearby venues with opening times for either DELIVERY or PICK-UP | Task | BUSINESS NETWORK | |
Global Wallet Fees | Wallet fees are executed either to charge the customer a fee per transaction, or a fee over a period of time (i.e. for maintenance purposes). The fee can either be a fixed amount or a percentage on the transaction. Multiple rules can be set up for global wallet fees.
| Story | DIGITAL MONEY | |
Contact Rewards Issue | The rewards details on a contact are not correct | Bug | CONTACTS | |
Business/Merchant Dashboard Issue | Accessing a newly registered business dashboard the system throws unhandled error | Bug | BUSINESS NETWORK | |
Custom Fields | Ability to configure custom fields and then use them on various entities via backend application and APIs | Story | PLATFORM | |
Pass Product Conditions (for Gift & Top-up Passes) | A list of product SKUs or product families that the value of the pass can be consumed on. | Story | DIGITAL MONEY | |
Passes / Top-up Pass | A top-up pass is used to top-up an existing customer's wallet with an additional amount of money. Validity: Generic settings:
Passes format: | Story | DIGITAL MONEY | |
Passes / Gift Pass | A gift pass provides an amount of money to the customer either to be redeemed for their own benefit, therefore crediting their own wallet (for registered customers), or for use as a gift card loaded with funds (for non-registered customers). Validity Generic settings:
Passes format: | Story | DIGITAL MONEY | |
Create and Maintain Pass Plans and Passes | Create a pass plan of a specific classification, choose from PROMOTION, GIFT and TOP-UP.
Once created, passes can have one of four life cycle states: | Story | DIGITAL MONEY | |
Accounts and Payment Methods for Organisations | Ability to define an account receivable and payment methods for organisations and process payment with PCI compliance via payment gateways such as Stripe, PayEasy, PayPal, JCC. | Story | ACCOUNTS | |
Implement Temporary Closed for Organisations | Implement Temporary Closed for Organisations | Task | PLATFORM | |
Implement Price/Price Group |
| Task | PRODUCT CATALOGUE | |
Orders Back Office API | Orders Data Model Order Items Data Model Orders API | Task | BUSINESS NETWORK;ORDERS |