|11/10/2020||Buy Now - When a shopper clicks the Buy Now button for a product, the shopper is immediately taken to a fast checkout experience to complete the purchase of that product.|
|11/10/2020||User Screen Exclusions - By configuring the 'Excluded Screens' for a user, a merchant may restrict the user from accessing sections of the Order Management System.|
|11/10/2020||Coupon Enhancement: Limit Shipping Coupon Application to Select Products - Using our new coupon settings, merchants may now limit the products to which a free or discounted shipping coupon can be applied in their online stores (e.g., Free Shipping on the Logo Merchandise category).|
|11/10/2020||QuickShop - The QuickShop feature allows browsing shoppers to obtain more detailed information about a product, select a product variant, and add the product to cart from the list view via a popup window, without needing to navigate to a product detail page and away from their browsing.|
|9/16/2020||Inventory Transaction Report Usability Enhancements - We have added two usability enhancements for clients using the Enhanced Inventory feature: a new Inventory Transaction Report Excel Export, and the ability to limit the report to a single product variant.|
|9/14/2020||Minimums by Customer Type - Now merchants have more control over minimum item purchase quantities and minimum order totals in their Nexternal stores, with the ability to set these minimums separately for each customer type. When these minimums are set, customers may not complete the checkout process until they have satisfied the minimum requirements for their customer type.|
|8/25/2020||Preferred Delivery Date & Preferred Pickup Date Enhancements - The Preferred Delivery Date and Preferred Pickup Date features have been enhanced to offer merchants increased flexibility and control over the checkout experience by requiring customers to actively select a date before checkout.|
|6/23/2020||FedEx Sunday Delivery Supported - Merchants who ship via FedEx and either display Expected Delivery Dates to customers, or allow customers to select Preferred Delivery Dates at checkout, may now offer customers the added convenience of selecting a Sunday Delivery.|
|6/1/2020||Customer Purchasing Groups - Merchants who enable Purchasing Groups in their Nexternal online store give their customers complete control of the B2B purchasing and approval process. Group Masters pay for all orders placed by Group Members, control the order approval process, and may access consolidated order reporting for the Group.|
|5/5/2020||Added Support for Lot Numbers, Serial Numbers, and Expiration Dates - Businesses who need to keep records which allow them to track the Lot Numbers, Serial Numbers, and Expiration Dates of the merchandise shipped to customers will now find additional support for this data in their Nexternal system.|
|5/5/2020||Customer Type XML Query - Clients using the XML Tools API may now query for a list of Customer Types.|
|5/5/2020||Shipping Method Sort - Clients may optionally display available shipping methods in the storefront automatically sorted by rate (from lowest to highest) or transit time (fastest to slowest).|
|5/5/2020||Buy Again - When a logged in shopper clicks on a 'Buy Again' link in the online store, the shopper is presented with a list of products they have purchased from the merchant in the past.|
|2/25/2020||Purchase Set Quantity - This feature allows you to specify that a given product (or SKU-level sub-product) must be purchased in multiples of a given quantity.|
|2/18/2020||Recently Viewed Products - The Recently Viewed Products feature displays a running list of products on the product detail pages that the shopper has recently clicked on, making it easier for casual shoppers to find and purchase items in which they have shown interest in the past or during the current shopping trip.|
|11/21/2019||Credit Card Report Enhancements - New options are now available on the Credit Card Report which complement our new Pay Invoices feature.|
|11/21/2019||Pay Invoices Online - Merchants may now offer customers the option to pay their Invoices via credit card in the "My Account" section of the merchant's store.|
|11/21/2019||Customer Type Import - Clients may now add new customer types to their system by using our new Customer Type Import.|
|11/21/2019||Amazon Handling Time Override - Customers synchronizing available product inventory to Amazon are required to communicate a Handling Time to Amazon. We are now offering an override on the product level for products whose handling time differs from the global setting.|
|11/21/2019||Google Shopping Feed Update - A new "Shipping Label" option has been added to the Google Shopping feed.|
|11/21/2019||Vendor Code - A new Vendor Code field is now available on each vendor record.|
|11/21/2019||Override Order Lock - When an order is locked, a new unlock option is available to OMS users which allows the Purchase Order number to be edited on orders paid via Invoice billing.|
|7/30/2019||OpenEdge Payment Gateway - Nexternal is now integrated with the OpenEdge Payment Gateway.|
|7/22/2019||Quick Reorder in Engage - This simple feature allows an Engage user to open a customer's previous order, click the Reorder button, and the Engage cart instantly reloads with the contents of the previous order.|
|7/22/2019||Capture Customer Images in Engage - Engage users now have the ability to capture images of customers and save them to the customers' profiles.|
|7/16/2019||TrueCommerce Connect - Pickup Triggers - Clients passing orders to third party business systems via TrueCommerce Connect may now rely on the same triggers to send both pickup and ship orders to Transaction Manager.|
|7/9/2019||New Order History Search Option - A new search option was added which allows clients to identify and quantify customers who have ordered a product in a specific category with a specified price rage.|
|7/9/2019||Batch Processing Usability Enhancements - Several enhancements were made to the Batch Processing section of the Order Management System for increased efficiency, including the ability to skip past the results preview and the ability to save user-specific batch processing settings.|
|7/9/2019||Forgotten Password Feature Added to Direct Checkout Pages - A Forgotten Password Link was added to our Direct Checkout pages, offering a path to order completion to customers who are experiencing difficulty with passwords.|
|7/9/2019||Age Gate - Clients may set a minimum age required for customers to be able to purchase products in the online store. If the customer's stated date of birth does not meet the minimum age requirement for purchase, he/she is blocked from proceeding with the order.|
|7/9/2019||Coupon Application to Normal Status Products Only - New coupon option offers the ability to apply discounts to products with normal status only.|
|5/30/2019||Option to Import Shipped Merchant Fulfilled Orders from Amazon - The Import Fulfilled by Merchant Orders option allows you to import Amazon merchant fulfilled orders whose status is "Shipped".|
|5/1/2019||Engage Product Display Order Control - Clients using the Engage application may set the display order for products within a category, now allowing for a display order within the app which differs from the client's storefront display.|
|4/17/2019||Guided Tutorials - This new menu option offers step-by-step instructions for common tasks and guided tours of the OMS.|
|4/17/2019||Campaign Tracking - When customers originate an order from a URL that uses standard Google Analytics utm tracking variables or Mailchimp campaign links clients can look at the order and see which marketing campaign generated the order.|
|4/17/2019||Mailchimp Product Recommendations - We have modified our integration with Mailchimp such that clients using this integration now may take advantage of Mailchimp's Product Recommendations feature.|
|4/17/2019||Customer Notes Hover Display - Clients using the Order Notes Flag to draw attention to orders containing Customer Comments may now view the entire Customer Order Comments in the OMS by hovering over the Order Notes Flag.|
|4/17/2019||New Amazon Standard Shipping Mapping - Clients using the Amazon marketplace integration may now map Amazon orders using Standard Shipping to separate shipping services for Residential and Business shipments.|
|4/17/2019||Enhanced Inventory Report by Location & Shelf Import - Clients using our Enhanced Inventory module may now benefit from these two new enhancements which allow them to manage inventory more efficiently.|
|4/17/2019||Disable Fulfillment E-mails Option - When this option is activated for a product, fulfillment e-mails will not be sent when orders containing such products are marked fulfilled.|
|4/17/2019||New FedEx Packaging Options - Clients may now specify separate packaging for FedEx Ground (including Home Delivery) versus FedEx Express shipments.|
|1/21/2019||Automatic Order Splitting and Split Order Processing - The Split Order Processing option automatically separates order line items into different numbered segments, allowing the segments to be processed separately. This option is particularly useful if you regularly take orders that contain a mixture of in-stock and out-of-stock products and which to process and fulfill them on an as-available basis; or if you regularly take orders with multiple Ship-To Addresses, Ship-From Addresses, or Pickup Locations, and which to process and fulfill them separately.|
|1/21/2019||Captchas Added to Multiple Storefront Features - Captchas have been added to several features visible in desktop and mobile stores.|
|1/21/2019||Reviews Export - Clients now have the option to export reviews of their products to Excel or Access.|
|1/21/2019||Integration Lock Override for XML Tools and TC Connect - We now offer a checkbox that allows the OMS user to unlock the customer record and modify the locked fields.|
|1/21/2019||Master Images Added to Product Import - On the primary Product Import (Products / Import / Product Import) we have added an option to use Nexternal's new Master Image functionality.|
|11/1/2018||Engage Customer Notes - Users of our Engage i0s application may now easily view, edit, and add new Customer Notes through the app.|
When a shopper clicks the Buy Now button for a product, rather than adding the product to cart and staying on the same shopping page, the shopper is immediately taken to a fast checkout experience to complete the purchase of that product. On desktop, the shopper is taken to a one-page checkout. If the shopper is logged in, they just need to confirm their saved shipping and billing details and click submit. If they are new, they can quickly enter their details and check out on one page. Buy Now Buttons not only provides a smoother and faster checkout experience, but also allow the shopper to anticipate a fast checkout up front during the shopping process, which may influence their conversion. The presence of certain elements on the page is dictated by the account's configuration (e.g., Email Retype, Password Requirement, How did you hear about us, Customer Custom Fields, etc.). Note that if the shopper has additional items in the cart when they click a Buy Now button, the rest of the cart contents will be deleted from the cart, and only the product for which the shopper clicked Buy Now will remain in the cart. Activate this feature for both desktop and mobile in Layout / Layout / General Layout / Visibility Rules / Buy Now. You may modify the "Buy Now" label text in Layout / General Layout / Labels. Finally, you may also select a button style in Layout / Edit Buttons. We recommend activating it in a Staging Layout prior to activating this feature in your live store.Back to top
While a user's Access Level determines the read, write and access permissions of each section of the OMS and various aspects of the platform, the Excluded Screens may further restrict the User's access to be less than otherwise permitted by their Access Level. When a screen is excluded, that exclusion encompasses, as applicable, the list and detail screens; any new/edit screens; reports; imports and exports; and any other functions otherwise available on the excluded screen. These granular controls allow businesses to increase their security by granting only those permissions to their employees which correlate with their role in the business. Note, you may not change the Excluded screens for yourself, even if you are an Administrator. Configure Excluded Screens in Users / Excluded Screens.Back to top
Using our new coupon settings, merchants may now limit the products to which a free or discounted shipping coupon can be applied in their online stores (e.g., Free Shipping on the Logo Merchandise category). While shipping discounts may be applied without a coupon (with shipping overrides and product overrides), clients may now apply the discount with a coupon, taking advantage of all the characteristics that coupons offer (e.g., quick setup, activation timeframes, marketing distribution of the coupon code, coupon reporting, etc.). Note that the Coupon Type must be "Discount To" for this promotion to apply. To activate, set up your coupon normally with the following three key settings: Coupon Type to "Discount To", Coupon Application to "Shipping", and Product Application to your chosen product(s) or category(ies).Back to top
The QuickShop feature allows browsing shoppers to obtain more detailed information about a product and add the product to cart, without needing to navigate to a product detail page and away from their browsing. When a shopper hovers over a product image on a product list view (such as a category page), a "QuickShop" banner will display across the lower portion of the product image. Clicking on the banner loads a new window on the page, where important information about the product is displayed, such as variants and additional images (if applicable), as well as the Add to Cart button. Activation for the QuickShop feature is in Layout / Main Layout / Product List / Use Quick Shop. Nexternal strongly recommends activating and testing this feature in a Staging Layout prior to taking it live. If display adjustments are requested from the Nexternal design team, fees will apply. The QuickShop feature does not appear on mobile devices.Back to top
We have created a new Inventory Transaction Excel Export for clients using the Enhanced Inventory feature. This export will facilitate troubleshooting, analysis, and information sharing and may be included when an Inventory Transaction Report is generated by checking the "Include Excel Export" box (Products / Report / Inventory Transaction Report). The Inventory Transaction Report and export may also be limited to include only a single SKU variant.Back to top
In addition to the existing capability to set minimum item quantity and minimum total order value requirements for the entire store, merchants may now define these settings more granularly for their Nexternal stores, by customer type. Select the checkbox in Customers / Types / Define Minimum Order Price/Quantity by Customer Type. On the following screen, you will see a list of Customer Types, and a field next to each where you may enter minimum order price or minimum order quantity values. Customers may not complete the checkout process until they have satisfied the minimum requirements for their customer type. This new setting is ideal for merchants supporting different types of B2B and B2C buyers through their online stores.Back to top
Both the Preferred Delivery Date and Preferred Pickup Date features have been enhanced to offer merchants increased flexibility and control over the checkout experience. Merchants now have the ability to require customers to actively select a date from the Preferred Delivery Date and Preferred Pickup Date dropdowns before they can check out (Settings / Expected Shipping Time / Preference Requirement and Settings / Expected Pickup Date / Preference Requirement). Merchants may also customize the default text displayed to shoppers before the shopper selects a Preferred Delivery or Preferred Pickup Date (e.g., As Soon as Possible, No Preference, etc.).Back to top
Merchants who ship via FedEx and either display Expected Delivery Dates to customers, or allow customers to select Preferred Delivery Dates at checkout, may now offer customers the added convenience of selecting a Sunday Delivery. Sunday Delivery is available only for FedEx Home Delivery and is not available to all destinations. In contrast to Saturday Delivery, which is a special service with associated fees, note that Sunday is a regular delivery day for FedEx, and therefore there is no activation of this option in your Order Management System and there are no special fees. When either Expected Delivery Date or Preferred Delivery Date functionality is active, the Sunday option will now simply show up to all customers who select FedEx Home delivery and who live in destinations where Sunday delivery is available.Back to top
Purchasing Groups provide buying and approval controls for B2B customers to self-manage purchases within their organization at a Merchant's online store. The feature works by allowing Group Masters to create Purchasing Groups comprised of sub-customer Members. The Group Master pays for all orders placed by Group Members, controls the approval role assigned to each Group Member, approves appropriate orders, has visibility to all of the orders placed by their Group Members, and has access to consolidated order reporting for each of their groups. An overview of Purchasing Groups functionality can be downloaded here. When ready to implement this functionality, please reference the Guided Tutorials called Activate Purchasing Groups, Parts 1, 2 and 3.Back to top
Businesses who need to keep records tracking the Lot Numbers, Serial Numbers, and Expiration Dates of the merchandise shipped to customers will now find additional support for this data in their Nexternal system. Activate the new fields in Orders / Preferences / Serial and Lot Numbers / Use Serial and Lot Numbers. When this option is active, a "Serial/Lot Numbers" link will appear beneath each line item in the Order on the Order Detail View. This link leads to a popup window, where the user may populate the Serial Numbers, Lot Numbers, and Expiration Dates for the corresponding number of units of the line item selected. This data is typically added during the fulfillment process. The new fields may be exported via the Order Export (Orders / Export / Order Export), imported via the new Serial and Lot Numbers Import (Orders / Import / Serial and Lot Numbers Import), and may be used as criteria for customer order searches (Orders / Advanced Search/Sort / Line Item Search). This data is also available to merchants using the XML tools.Back to top
Clients using the XML Tools API may now query for a list of Customer Types. The XML response will include the name of the Customer Type, unique ID number, and Club flag, which indicates whether or not the Customer Type is classified as a Club Type. Please see the updated XML tools document for details https://www.nexternal.com/documentation/xmltools.pdfBack to top
Shipping Method Sorting controls the order in which Shipping Methods are displayed in the Online Store. The Shipping Rate criterion displays methods by rate, from low to high. The Time in Transit criterion likewise displays by Time in Transit, when available, from low to high. The Display Order criterion uses the value entered in the Order column in the tables on this screen. Criteria lower on the list only apply when criteria higher on the list cannot distinguish between two or more Shipping Methods (i.e. the applicable values are equal or unavailable). Configure this setting in the OMS (Settings / Shipping Methods / Page 3 / Online Store Sorting). Clients may reorder the criteria via drag and drop.Back to top
When this option is in use, an active customer who logs into the storefront may visit a Buy Again page, which displays all of the products the customer has ordered previously. This feature is ideal for clients selling consumable products. It offers a more convenient navigation, Increased Satisfaction & Conversion because it helps shoppers find what they have already purchased and allows them to convert faster. If product sorting is activated (in Settings/Site Options / Sort by Options / Product List Sort) the customer may further customize the display of the listed products to their liking. If you are using the Persistent Category Template (Layout / General Layout / Template), you may choose for the Buy Again category link to appear at either the top or bottom of the category list. You may also customize the name of the Buy Again Category. For more details, and to activate, visit Layout / Main Layout / Categories / Buy Again.Back to top
Clients who must sell products in pre-set quantities (e.g., 12-pack or pallet) now have a new, faster option to configure these products, using our new Purchase Set Quantity feature. This feature allows you to specify that a given product (or SKU-level sub-product) must be purchased in multiples of a given quantity. To activate, edit the product, select "Define at Product Level" or "Define at SKU Level", and populate the desired quantity. Support for this feature has been added to the Product Import (Products / Import) and XML Tools. Additional guidance can be found in the Guided Tutorials and Training Center sections of the OMS.Back to top
The Recently Viewed Products feature displays a running list of products on the product detail pages that the shopper has recently clicked on, making it easier for casual shoppers to find and purchase items in which they have shown interest in the past or during the current shopping trip. To activate, navigate to Layout / Main Layout / Products / Use Recently Viewed Products. Configure maximum number of Recently Viewed products that you wish to display on the page and the number of days the system will maintain the list of recently viewed products (maximum 30 days). The display label may also be customized. Note: This feature does not display in the Mobile Store. Additional guidance can be found in the Guided Tutorials section of the OMS.Back to top
New options are now available on the Credit Card Report (Orders / Report / Credit Card Report) which complement our new Pay Invoices feature. These options help track credit card transactions from an accounting perspective. Clients may choose to include transactions associated with orders paid by Credit Card, orders paid by Invoice, or both. Extra columns of data have also been added to these reports for accounting convenience. PO Number column is present when the report criteria is Invoice Only. Payment column is present when the report criteria is Credit Card and Invoice, indicating if the transactions relate to an order with the payment method Invoice (INV) or Credit Card (CC). Note that these new options are only displayed if the Pay Invoices feature is active (Settings / Billing Options / Invoice / Allow Customers to Pay Invoices in My Account).Back to top
Merchants may now offer customers the option to pay their Invoices via credit card in the "My Account" section of the merchant's store. When this feature is active, a Pay Invoice button will appear on each eligible order in the My Account section. A text link will also appear in the My Account section next to each eligible order's order status. These links lead to a new page where the eligible orders are shown in a table, along with dates, amounts, and PO numbers (if used). The customer may select one or more invoices they wish to pay, and the total amount of all selected Invoices is tallied at the bottom of the page. The customer may choose to use a new or saved credit card to pay the Invoice(s).
If the payment is submitted successfully, a confirmation message will be displayed and the order status will switch to Paid. The customer may wish to print a fresh copy of their Invoice, showing the amount paid, date, and type of credit card used.
Although the customer may pay multiple invoices with a single click, each invoice payment will be processed as a unique transaction with its own transaction ID number.
This feature may be activated in Settings / Billing Options / Invoice / Allow Customers to Pay Invoices in My Account. Also, merchants may control which invoice orders are eligible for payment based on their billing status: Billed and Unbilled, or Billed.
In order to offer the customer the ability to print their invoices, the OMS must also be configured with the following three options activated: Invoice Show Payment and Expose Invoice to Customer (both in the Settings / Site Options / Invoices & Packing Slips), and Share Payments with Customers (in Settings / Payment Gateways / Preferences).
To implement this feature, please see the guided tutorial available in your OMS.
Note that new options have been added to the Credit Card Report, which complement this new feature.
Clients may now add new customer types to their system by using our new Customer Type Import (in Customers / Import / Customer Type Import). This is a time-saving and convenient new option for clients who have a large number of customer types and prefer working offline in a spreadsheet format. The import does NOT delete, update, or replace any customer types.Back to top
Customers synchronizing available product inventory to Amazon are required to communicate a Handling Time to Amazon, which is the number of business days between the date the order is placed on Amazon, and the date upon which the order is expected to be shipped. We are now offering an override on the product level for products whose handling time differs from the global setting in Settings / Compatible Software / Amazon Marketplace.Back to top
A new option has been added to the Google Shopping feed (Products / Export/Traffic Tools / Marketplace Exports / Preferences ). Selecting the new "Include Shipping Label" checkbox will populate the Internal Name of the product's primary Ship From Address as the Shipping Label. The Shipping_Label attribute allows Google Merchant Center users to configure specific shipping rates to products sharing the same Shipping_Label in Merchant Center. More information is available in the Google Merchant Center. https://support.google.com/merchants/answer/6324504?hl=enBack to top
A new Vendor Code field is now available on each vendor record. This field may be convenient to facilitate integrations with third party vendors and is critical to clients working with ecUtopia for dropshipping. Vendor codes have also been added to our XML API in the ProductQuery and OrderQuery Reply schemas.Back to top
When an order is locked (via the XML tools Integration Lock option), a new unlock option is available to OMS users which allows the Purchase Order number to be edited on orders paid via Invoice billing. When the user unchecks the box, the PO number field is unlocked, and a warning message displays on the screen. The warning indicates the potential impact of the action on third party integrations, but allows the user to proceed with the edit.Back to top
Nexternal is now integrated with the OpenEdge Payment Gateway. Some benefits of using OpenEdge include:
This simple feature allows an Engage user to open a customer's previous order, click the Reorder button, and the Engage cart instantly reloads with the contents of the previous order. It is a great option for speeding up the checkout process when a customer wishes to re-place an identical or nearly identical large or intricate order.Back to top
Engage users now have the ability to capture images of customers and save them to the customers' profiles. Simply search for the customer and click on the person icon. Select Photo Library and choose from saved images on your iPad, or select Camera and snap a shot!
By default, if the customer has set up a Globally Recognized Avatar picture using Gravatar.com, this image will be used. If a fresh snapshot is desired, simply click on the image to replace it.
Clients passing orders to third party business systems via TrueCommerce Connect may now rely on the same triggers to send both pickup and ship orders to Transaction Manager. To activate this option, check the "Use same trigger for pickup orders" checkbox in Settings / TrueCommerce Connect. If this box is unchecked, Pickup orders will continue to be sent through the TrueCommerce Connect integration only when the order status is Picked Up.Back to top
A new search option was added which allows clients to identify and quantify customers who have ordered a product in a specific category with a specified price rage. Visit Customer Advanced Search / Order History Search to try it.Back to top
Several enhancements were made to the Batch Processing section of the Order Management System for increased efficiency, including the ability to skip past the results preview and the ability to save user-specific batch processing settings.
The Preview Batch checkbox at the bottom of Page 1 provides one or more preview screens (when the Next button is clicked) that allow you to select and deselect individual orders (or segments of orders) for each type of batch processing selected. You may also provide data that would otherwise be missing, such as Tracking Numbers, and, potentially, Shipping and Sale Tax Rates. If the Preview Batch option is off, Page 2 shows only the number of eligible orders, with options to proceed with the batch, go back to Page 1, or cancel. When batch processing large quantities of orders, this is a faster option.
The Save Settings button at the bottom of Page 1 saves the current configuration of the settings on that screen such that those settings become your defaults for Batch Processing. Saved settings are specific to your user profile and do not affect any other user.
A Forgotten Password Link was added to our Direct Checkout pages, offering a path to order completion to customers who are experiencing difficulty with passwords.Back to top
Clients may set a minimum age required for customers to be able to purchase products in the online store. If the customer's stated date of birth does not meet the minimum age requirement for purchase, he/she is blocked from proceeding with the order.
To activate this option, a Customer Custom Field must be used (Customers / Custom Fields), where each customer's date of birth will be stored. In Settings / Compatible Software / Alcoholic Beverage Tools / Preferences, map the "Date of Birth" field with the Customer Custom field used. In the "Age to Verify" field, enter the minimum age required to purchase products. The "Product Filtering" box allows you to limit the scope of the age restriction to Restricted Products, Alcoholic Products, or All Products. "Location Filtering" also allows you to limit the location to which the restriction will be applied. If a customer does not meet the minimum age requirement you have indicated, you may customize the "Denial Text" which would be displayed to the customer. Finally, you may optionally "Automatically deactivate denied customers" by clicking the checkbox.
This new coupon option offers the ability to apply discounts to products with normal status (i.e. in stock) only. This option makes it easier than ever to run promotions on your available inventory. To activate, check the "Only Normal status products qualify" box under Coupon Application. There is a related additional option which requires that only products with a status of normal are counted toward meeting the Coupon Threshold. To activate this option, click the "Threshold Only Normal Status" checkbox in the Coupon Threshold section.Back to top
The Import Shipped Fulfilled By Merchant Orders option allows you to import Amazon merchant fulfilled (also known as FBM/MFN orders) whose status is "Shipped". Ordinarily, such orders are not imported into the Nexternal system, since they have been fulfilled externally through Amazon Seller Central. The optional Sync Start field is the oldest (i.e., furthest-back) date that the Amazon import facility will look in order to input shipped FBM/MFN orders. The maximum number of look-back days is 30. Both options may be configured in Settings / Compatible Software / Amazon Marketplace. If you are using the TrueCommerce Connect (EDI X12) facility, please note that shipped Amazon MFN orders are likely to be processed by the EDI connector into X12 850 documents, depending on the trigger selected in that configuration (Settings / Compatible Software / TrueCommerce Connect / Trigger), so use this option with caution.Back to top
Clients using the Engage application may set the display order for products within a category, now allowing for a display order within the app which differs from the client's storefront display.
The display order may be configured by logging into the OMS, selecting a category, scrolling down to the Products in Category section, and selecting the Change Engage Order button.
Click on the new Guided Tutorials menu item in your OMS for step-by-step instructions for common tasks and guided tours of the OMS. This update includes just our first set of tutorials, but additional tutorials will be added over time.Back to top
Now when customers originate an order from a URL that uses standard Google Analytics utm tracking variables (https://ga-dev-tools.appspot.com/campaign-url-builder/), clients can see which marketing campaign generated the order, as it is displayed on the order detail view and has been added to the order export. A new report has also been added to the OMS to further aid in tracking the success of campaigns (Orders / Campaign Report). We have also integrated this campaign tracking capability with the MailChimp Campaign Link Tracking tool. Note that the MailChimp integration must be activated in the OMS, and link tracking must be properly configured from within MailChimp.Back to top
We have modified our integration with MailChimp such that clients using this integration now may take advantage of Mailchimp's Product Recommendations feature. Mailchimp's Product Recommendations feature uses individual subscriber purchase data to prioritize and promote the store's relevant products. Please visit Mailchimp's website for instructions for how to add this feature to your upcoming email campaigns.Back to top
Clients using the Order Notes Flag to draw attention to orders containing Customer Comments may now view the entire Customer Order Comments in the OMS by hovering over the Order Notes Flag. This eliminates the need to click into the order detail page in the OMS in order to review a customer comment, making order management more user-friendly.Back to top
Clients using the Amazon marketplace integration may now map Amazon orders using Standard Shipping to separate shipping services for Residential and Business shipments. This enhancement allows FedEx Ground & FedEx Home Delivery users to properly specify these methods.Back to top
Clients using our Enhanced Inventory module may now view their inventory levels for all Enhanced Inventory products of a single location via a new report now available in the OMS. To create this report, navigate to Products / Report / Selective SKU Report and select a location from the dropdown. The "Consolidated" option shows an aggregate count for all locations and maintains our legacy functionality. Note that products using regular non-enhanced inventory will only appear in the Consolidated option. When inventory is shared between locations (Pickup and Ship), a "Shares inventory" note is displayed at the top of the report. The values and products in the report are the same when either location is selected. For added convenience, the "Shelf" value for each SKU may also be modified via a new column available in the Product Inventory Import (Products / Import).Back to top
The Disable Fulfillment E-mails option is specifically designed for clients selling non-tangible products, such as club memberships and events, via their Nexternal platform. When this option is activated for a product, fulfillment e-mails (i.e., Shipped or Ready emails) will not be sent when orders containing such products are marked fulfilled, regardless of the Boolean configuration for Shipped E-mails. This behavior will only occur if all of the product(s) in the order have this option activated. If an order is placed for a product with this option activated and at least one other product that does not have this option activated, fulfillment e-mails will continue to be sent in accordance with the account setting (Settings / Boolean Options / Shipped E-mail). This enhancement eliminates a confusing communication experience for customers while facilitating a more user-friendly order processing experience for clients. This new option may be activated in the overrides section for each product.Back to top
Clients may now specify separate packaging for FedEx Ground (including Home Delivery) versus FedEx Express shipments. This will allow for increased rate accuracy and further facilitate the adoption of FedEx One Rate. These new box configuration options are available in the OMS on a global scale (Settings / Online Shipping Tools / Preferences) and for individual products (Product Override), and may be specified via our XML tools API.Back to top
The Split Order Processing option automatically separates order line items into different numbered segments, allowing the segments to be processed separately. This option is particularly useful if you regularly take orders that contain a mixture of in-stock and out-of-stock products and which to process and fulfill them on an as-available basis; or if you regularly take orders with multiple Ship-To Addresses, Ship-From Addresses, or Pickup Locations, and which to process and fulfill them separately. If this option is on, new orders are automatically given Segment Numbers when they contain multiple line item statuses per the Automatic Order Status option (Settings/Boolean Options); or when they encompass multiple Ship-To Addresses, Ship-From Addresses, or Pickup Locations. Segment Numbers are integers, and are sequential, starting with 1, when automatically assigned. You may also assign (or delete) Segment Numbers when editing an order in the Order Management System. On the Order Detail screen, line items are organized by segment, with options to view the apportioned totals for each; and to change status and process payment (when a credit card is used for payment, and a Payment Gateway is in use at Settings/Compatible Software/Payment Gateways). Orders are also organized by segment in Fulfillment View (Orders/Fulfillment), with Segment Numbers embedded in Order Numbers, appended with a hyphen (e.g. 102301-1). Segment Numbers may also be used to facilitate order handling and processing via Batch Processing (Orders/Batch Process), the Order Status Import (Orders/Import), Excel and Access-format Order Exports (Orders/Export), and the XML Tools (Settings/XML Tools). If you are using Split Order Processing with TrueCommerce Connect (Settings/Compatible Software), orders with Segments are exported with Segment Numbers embedded in Order Numbers, appended with a hyphen (e.g. 102301-1). If the Trigger field is set to In Proccess or Fulfilled, that status condition applies on the segment, rather than order, level. If you are using one or more Online Shipping Tools (Settings/Compatible Software/Online Shipping Tools), shipping label creation is likewise organized by segment. When an order segment, but not the entire order, is marked as fulfilled, and the Shipped E-Mail option (Settings/Boolean Options) is on, an Update E-Mail is scheduled for sending to the customer. The scheduled date, as it is for Shipped/Sent/Ready E-Mails, matches the relevant Fulfillment Date. However, the Update E-Mail is scheduled even when the Fulfillment Date is the present date, or in the past; this allows you to fulfill multiple segments of an order in close succession without triggering multiple, potentially confusing, e-mails. Segment Numbers are for internal use only and are never displayed to customers in the Online Store. Activate this option in Settings/Site Options/Split Order Processing.Back to top
Captchas (Completely Automated Public Turing test to tell Computers and Humans Apart) have been added to multiple features in the desktop and mobile stores. This added layer of security will be used to block spammers and bots attempting to various features. Captchas have been added to Review Submissions, Question Submissions, Affiliate Signup, Forgotten Password Emails, and Trustee Invitations. The user must simply check a box to proceed.Back to top
Clients now have the option to export reviews of their products to Excel or Access. Log into the OMS and navigate to Reviews / Export and select a product from the dropdown menu. Results can be further narrowed down by selecting a date range for the submitted review.Back to top
When the XML Tools Integration Lock capability is activated on a Customer Record, such as when clients are using the TrueCommerce Connect integration to push orders into various business systems, the Customer First Name, Last Name, and Email Address fields are locked in the Order Management System. We now offer a checkbox that allows the OMS user to temporarily unlock the customer record and modify the locked fields. Once unlocked, a warning message displays, alerting user to potential consequences of saving a change. Saving the change automatically re-locks the record. This new option provides the flexibility for businesses to be able to keep their customer records accurate and current when customer contact information changes, while still protecting third party integrations. Use this unlock with caution, and be sure to update your third party integration manually to keep records in sync.Back to top
On the primary Product Import (Products / Import / Product Import) we have added an option to use Nexternal's new Master Image functionality. If a Master Image is referenced for a product, when the file is imported, the system will create all the necessary additional images as configured in the Global Image Import Settings. Note that the image must exist on the server prior to the Product Import file being uploaded. If a product uses multiple images, the separate Image Import will still need to be used. If the Master Image is populated in the import, other images may not be configured in the import.Back to top
Engage users may now view, edit, and add new Customer Notes through the application. When the Customer record is opened, notes are visible at the bottom of the first screen. Keeping customer notes up to date with personalized touches is a great way to make all of your customers feel special when you see them in person.Back to top