eCommerce Platform Updates
|8/17/2016||HighJump Engage Gratuity - Tips now available in HighJump Engage Mobile POS|
|8/2/2016||XML Tools: Add Line Item, Reconcile Credit Card Payments, Order a Subscription - Add a line item to an existing order, reconcile credit card payments for an existing order, and order a Subscription, via the XML Tools|
|6/7/2016||Orders Fulfillment View - View orders by shipment or pickup location|
|6/7/2016||Subscription Pending Orders - Subscription Pending Orders|
|6/7/2016||Product Filtering Capability - Product Filtering Capability|
|4/27/2016||Microworks Integration - Integrate with Microworks WineDirect 4.2 POS and Wine Club Software.|
|3/15/2016||Directed Fulfillment - Allow a product to ship from multiple locations|
|2/25/2016||Enhanced Inventory - Track, store, and log inventory transactions by location (using one ship-from and multiple pickup locations).|
|2/18/2016||REST Catalog Endpoint - Publicize a REST endpoint that will accept multiple query parameters and return a JSON response based on the query results.|
|2/10/2016||Fulfilled By Amazon Order Import - Import Amazon FBA orders into the Nexternal OMS.|
|2/9/2016||OMS Price Overrides on Invoice Screen - Allow OMS users with Administrator or Editor access to override Line Item Price, Shipping Rate, and Customer Discount on the Invoice (final checkout) page|
|1/8/2016||Preview, Edit, and Delete Mail Wizards - Preview, Edit, and Delete Future Scheduled Mail Wizards|
|1/4/2016||Address Book Search - Search for an address in a customer's Address Book in both the Online Store and Order Management System|
|11/19/2015||XML Failed Calls Log - View the last 100 failed XML calls|
|11/4/2015||Sort By Options: Newest - Sort products in the Online Store by date created|
|11/4/2015||UPS Importer Address for Duties and Taxes -|
|10/28/2015||Pickup Trustee - Allow customers to designate another customer as their Trustee, authorized to pick up orders on their behalf|
|10/13/2015||TrueCommerce eStore Integration - Integrate orders with a wide range of Enterprise Resource Planning (ERP) systems via the TrueCommerce network|
|9/23/2015||Picked Up By - Record, at the line item level, by whom a product was picked up|
|9/16/2015||Google Analytics: analytics.js - Upgrade your Google Analytics implementation to the latest version of Google's code|
|9/1/2015||XML Tools OrderUpdate: Partial Line Item Updates - Specify the quantity of an Order Line Item for which to perform a status update, potentially splitting the Line Item|
|9/1/2015||UPS Address Validation (Street-Level) - Validate the address type, street line, city, state, and zip code for customer addresses via UPS Address Validation|
8/17/2016 -- HighJump Engage Gratuity
For each of your Pickup Locations (Settings/Pickup Locations), you have the option to allow Gratuities to be added to orders placed at that location via HighJump Engage, regardless of fulfillment method. For each location at which you choose to use allow Gratuities, you have the option to offer up to 3 suggested values (using either a percentage or a flat amount), and an option to allow a custom value. Gratuities may also be added to orders via the XML OrderCreate Tool (Settings/XML Tools).
Note: For gratuities to work correctly with exports you must specify a Gratuity Code for Salesforce Commerce Connector (Settings/Edit Compatible Software/Salesforce Commerce Connector), a Gratuity Product Key for VinNOW (Settings/Edit Compatible Software/Alcoholic Beverage Tools Preferences/VinNow), and a Gratuity Product Key for ShipCompliant (Settings/Edit Compatible Software/Alcoholic Beverage Tools Preferences/ShipCompliant).
8/2/2016 -- XML Tools: Add Line Item, Reconcile Credit Card Payments, Order a Subscription
The XML Tools (Settings/XML Tools in the Order Management System) have been enhanced as follows:
Add Line Item: You may now add a line item to an existing order via the new LineItemAdd container in the OrderUpdateRequest.
Reconcile Credit Card Payments: The CapturePayment node in the OrderUpdateRequest now accepts the value Reconcile. This value triggers a capture or refund as needed to make the captured total equal the order total.
Order a Subscription: Subscription containers have been added to OrderCalculateRequest, OrderCalculateReply, OrderCreateRequest, and OrderUpdateRequest (within the new LineItemAdd container) to allow ordering of a Subscription. For Subscription Only products, if the Subscription container is not included, the first Subscription Option is used automatically.
6/7/2016 -- Orders Fulfillment View
The new Fulfillment View (Orders/Fulfillment in the Order Management System) displays orders potentially broken up by shipment (defined as a combination of ship-from and ship-to), or by pickup location. Gift Certificate and Pending orders do not appear. The existing features to filter orders, such as the searches and the status filter select box, continue to apply.
The new view, on both the list and detail screens, displays information relevant to fulfillment for that shipment, and omits most information and features (i.e. prices, billing information, credit card terminal) that apply at the order level. Edits are similarly limited to updating line item status, splitting/merging line items, creating labels, and adding comments.
At the user level, the Fulfillment View Filters control which Fulfillment Locations are accessible to the user via the Fulfillment View. If you do not select any filters, all Fulfillment Locations are displayed to the user via the Fulfillment View. The Fulfillment View Default option controls whether or not the Fulfillment View is displayed by default when the user visits the Orders List screen for the first time after logging in. When combined with a Default Screen of Orders, the Orders Fulfillment View becomes the user's default screen upon login.
Note: These options have no effect on the Orders Standard View. All Fulfillment Locations are always available to the user via the Standard View.
6/7/2016 -- Subscription Pending Orders
You can now have scheduled Subscription Orders come into the system as Pending Orders. If you choose to use Auto Pending (Subscription/Preferences), you must use Auto Activate Interval which automatically activates a Pending Order provided no intervening status change (such as cancellation) occurs. You may optionally use the Subscription Pending Order E-Mail Addendum (Settings/Edit Policies, Addenda, and Disclaimers) which appears on e-mails that are the result of scheduled Subscriptions.
Note: The Auto Pending feature is not applicable when orders are placed through the Order Management System or the Online Store.
6/7/2016 -- Product Filtering Capability
The Product Filter option (Layout/Edit Main Layout/Product Filter) gives shoppers of your Online Store the ability to select different facets of the product within a category, quickly and intuitively. To keep the Product Filter visible but not intrusive, it is only used with the Persistent Category Template (Layout/General Layout/Template). Here is a training video for the Nexternal product filtering tool.
Tip: Be sure that your product's metadata (custom fields, attributes, write-ins...) is setup properly to make product filters unique and useful. When setting up the Product Filter it is important to remember that any product facet that is important enough to be shown in a product list item should also be available as a filter.
4/27/2016 -- Microworks Integration
An automated data connector is now available that integrates Nexternal and Microworks 4.2 Sales Management Software. Customer data flows bi-directionally between Nexternal and Microworks keeping your most important data in sync at all times. For example, if a wine club member is created in Nexternal or Microworks, that data is reflected in the other system. Order data also now automatically flows from Nexternal into Microworks providing you a complete purchasing profile within Microworks Point of Sale. For more information about installing this connector, please contact Microworks.
3/15/2016 -- Directed Fulfillment
The new Directed Fulfillment module (a premium option, located at Settings/Site Options/Inventory Control in the Order Management System) is a powerful extension of the Enhanced Inventory module of Inventory Control. For products that ship from more than one location (as defined at Settings/Ship-From Addresses), Directed Fulfillment allows you to designate multiple Ship-From Locations for those products when creating or editing a product, via the Product Import (Products/Import), and via the XML ProductUpdate Tool (Settings/XML Tools). When such a product is added to the Shopping Cart for shipment, the Ship-From Location is determined according to the following criteria, applied in the order listed:
- Line items are assigned locations that have sufficient available inventory to fulfill the order. If some inventory is available but no location has sufficient inventory for a line item, the line item is separated into multiple line items to maximize the correspondence between line item quantity and available inventory.
- When possible, all line items for a given Ship-To Address are assigned to the same Ship-From Location. When that is not possible, the number of Ship-From Locations is minimized.
- When possible, Shipping Rate for the first available Shipping Method (Settings/Shipping) is minimized.
- When possible, Time in Transit for the first available Shipping Method is minimized.
- You may display the selected Ship-From Location for each product added to the Shopping Cart for shipment via the Cart Ship From option (Settings/Boolean Options).
- When placing a Bulk Order (Orders/Bulk Order), the Primary Ship-From Location is always used for shipment.
- For existing orders, Ship-From Location may be reassigned at the Line Item level on the Edit Order screen (Page 2).
- Once enabled, the Directed Fulfillment module may not be disabled while there are products with more than one Ship-From Location. Likewise, you may not deactivate Inventory Control or Enhanced Inventory while Directed Fulfillment is in use.
2/25/2016 -- Enhanced Inventory
The optional Enhanced Inventory module (a premium option, located at Settings/Site Options/Inventory Control in the Order Management System) is a powerful extension of Inventory Control. The four major aspects of Enhanced Inventory are:
- Inventory quantities are tracked by location, rather than being treated as a single value. Each product may have one Ship-From location and multiple Pickup Locations, each of which may define its own inventory. In the Online Store, customers are presented with the correct inventory-related prompts, according to the location of the product(s) selected.
- Inventory at each location for each product/SKU is further divided into three "buckets", each with a different purpose: the "available" bucket, the "pending" bucket, and the "reserved" bucket. For those products that have been converted to use Enhanced Inventory, orders placed for a given product/SKU will cause inventory counts for that product/SKU to go into the "pending" bucket, awaiting shipment or pickup. Inventory is not decremented until shipment or pickup takes place. Inventory may be transferred between these buckets if required.
- Product with inventory defined at the product or SKU level may also define an Inventory Reservation. When such a product is added to the Shopping Cart, the quantity added (if available) is reserved for the customer for the defined duration of the Inventory Reservation.
- All changes to inventory are logged, and are available for review in a dedicated Inventory Transaction Report (Products/Report), or via an Inventory Transaction Export (Products/Export).
In order to use Enhanced Inventory, a given product must be converted from the single-inventory to Enhanced Inventory. Conversion of products to use Enhanced Inventory is typically done one at a time, on a product-by-product basis, by checking the "Use Enhanced Inventory" checkbox on the New/Edit Product screen (Inventory section). However, through a separate inventory configuration screen (Products/Inventory Config), conversion of all products to use the Enhanced Inventory module is supported. A mix of some products using single-inventory, and others using Enhanced Inventory, is permitted; but once enabled, the Enhanced Inventory feature logs transactions for both types of products.
Basic inventory operations (add, remove, transfer) are accessible from the Product Detail screen. Also accessible on that screen, in the Inventory By Location section, are an Advanced Edit button, and Inventory Count button. The Advanced Edit button invokes a screen that allows synchronization of existing inventory to orders; the Inventory Count button invokes a screen that allows entry of physical inventory counts.
- Conversion of products to use the Enhanced Inventory module is reversible, i.e., they may be converted back to using single-inventory.
- Once enabled, the Enhanced Inventory module may not be disabled while it is in use at the product level. Likewise, you may not deactivate Inventory Control entirely while Enhanced Inventory is in use.
- Inventory on-hand quantities are distributed to the default inventory location when a product is converted to Enhanced Inventory usage, and summarized for the reverse conversion. This may or may not be what is desired, so inventory quantities should always be checked for accuracy after any conversion.
- A pickup location's inventory may be "shadowed" or "overridden" by the default shipment location associated with a product or products involved in inventory transactions. More information is available at Settings/Pickup Locations.
2/18/2016 -- REST Catalog Endpoint
For more information about the REST Catalog endpoint, please see http://www.nexternal.com/documentation/RESTCatalog.pdf.
2/10/2016 -- Fulfilled By Amazon Order Import
Clients that wish to centralize order information for products sold in the Amazon Marketplace and shipped by Amazon Fulfillment Centers can now elect to import FBA (Fulfilled By Amazon) orders into the Nexternal Order Management System.
This feature can be enabled in the Nexternal Order Management System by going to the Amazon Marketplace configuration section within the Compatible Software page and enabling the "Import orders that have been Fulfilled By Amazon" option.
Please note that you must have an Amazon Merchant Account already configured with your Amazon Seller ID and Amazon MWS Auth Token, all four of the the Amazon Shipping Options must be selected, and products from your Order Management System must already be synchronized with the FBA products in the Amazon Marketplace before you will be able to import any FBA orders into the Nexternal Order Management System. Please contact your Nexternal Account Manager for assistance with the Amazon Marketplace integration features.
2/9/2016 -- OMS Price Overrides on Invoice Screen
Users with an Access Level of Administrator or Editor, when placing orders from within the Order Management System, may now modify Line Item Price, Shipping Rate, and Customer Discount (percentage or value) directly on the Invoice (final checkout) page, before placing the order.
- Leaving the Invoice page without submitting the order results in all values being reset, with an alert warning given (if possible) before the page is exited.
- This feature does not apply to Bulk Orders (Orders/Bulk Order).
1/8/2016 -- Preview, Edit, and Delete Mail Wizards
You are now able to Preview, Edit, and Delete future scheduled Mail Wizards (Customers/Mail Wizard and Affiliates/Mail Wizard).
1/4/2016 -- Address Book Search
In both the Online Store and Order Management System, customers' Address Books now display in a redesigned, more compact presentation. Additionally, Address Books that contain more than six entries now include a search input field, allowing input of a case-insensitive search string. The search finds matches on First Name, Last Name, City, State (both abbreviated and unabbreviated), Company Name, Address Label, and Address Line 1. The search field may be cleared, and presentation of all addresses restored, with a single click.
Note: This feature does not apply to the Mobile Store, or to Direct Checkout.
11/19/2015 -- XML Failed Calls Log
If you are using XML Tools, you may now view a log of the last 100 XML calls that were unsuccessful. This feature is available at Settings/XML Tools in the Order Management System.
11/4/2015 -- Sort By Options: Newest
If you are using Sort By Options (Settings\Site Options\Sort By Options in the Order Management System), you may now sort by Newest. This option allows customers to sort products by when they were date created, newest first.
11/4/2015 -- UPS Importer Address for Duties and Taxes
If you are using the UPS Developer Kit (Settings\Compatible Software\Online Shipping Tools), you may add a separate importer address and corresponding UPS account number for international shipments. The importer address allows you to pay the Duties and Taxes for an international shipment via the importer account, rather than your customer upon receipt of goods. Transportation charges will continue to be billed to the primary account for the ship from address. You may need to contact your UPS representative for more information.
10/28/2015 -- Pickup Trustee
Pickup Trustees are customers who are permitted to permitted to pick up orders on behalf of other customers. If you choose to allow Trustees (Customers/Preferences in the Order Management System), customers in your BtoC Online Store may choose to designate themselves as Trustees by checking a box (the Be a Trustee checkbox) on the Register screen. Once designated, other customers may use such a person as their Trustee by entering the person's e-mail address in the textbox provided (the Have a Trustee textbox). These options are also available on the New/Edit Customer screen in the Order Management System, and via Customer Imports (Customers/Import) and Exports (Customers/Export).
When a customer with a Trustee places a pickup order, that order is visible to the Trustee (without any payment or pricing information) in the Account section of the Online Store. In the Order Management System, Trustee information is available on Customer Detail screens, and when applicable, on Order Detail screens. You may also search customers and orders by Trustee.
If you choose to use Pickup Trustees, the Trustee Label controls how Trustees are labeled in the Online Store. The optional Explanation appears just above the options to Be a Trustee and Have a Trustee on the Register screen in the Online Store, and thus may be used to explain the feature to your customers.
If Additional Notification Recipients (Settings/Site Options) are in use, the Auto Add Trustee as Notification Recipient option automatically adds a customer's Trustee as an Additional Notification Recipient when the Trustee is selected by the customer in the Online Store.
When a customer attempts to use a Trustee by entering an e-mail address in the Have a Trustee textbox, the optional Match Color and No Match Color are used to indicate whether or not the e-mail address matches a valid Trustee. If a match is found, the Match Color (e.g. green) is used to provide a border to the textbox, and to color the text displayerd to the customer indicating the match. If the e-mail address does not match an existing customer, or if the matched customer is not a Trustee, the No Match Color (e.g. yellow) is used.
- A customer may have, at most, one Trustee; however a Trustee may be the Trustee for multiple customers.
- The options to Be a Trustee and Have a Trustee do not appear in the BtoB Online Store, or in Direct Checkout.
- Trustees apply to pickup orders only.
When a customer enters an e-mail address in the Have a Trustee textbox, but that address does not match a valid Trustee, the customer is presented with an opportunity to send an invitation via e-mail. You may specify the Format, Subject, and Body of those e-mails in the fields provided. In the Subject and Body fields, you may include the following Personalization Terms, which are replaced with the corresponding values provided by the customer:
- IF_CUSTOMER(A): includes A in the e-mail if the person being invited is already a customer (but not yet a Trustee), where A may contain any text.
- IF_NOT_CUSTOMER(A): includes A in the e-mail if the person being invited is not yet a customer, where A may contain any text.
- INVITE_FIRST_NAME: the First Name of the person being invited
- INVITE_LAST_NAME: the Last Name of the person being invited.
- INVITE_EMAIL: the E-Mail Address of the person being invited.
- FIRST_NAME: the customer's First Name.
- LAST_NAME: the customer's Last Name.
- EMAIL: the customer's E-Mail Address.
You may send test e-mails to yourself, for both the existing customer and non-existing customer cases, via the Send Test E-Mail buttons.
Note: HTML format e-mails automatically include a plain text version for recipients who cannot read HTML e-mails. The plain text version cannot remain true to the formatting of the HTML in all cases, but does always provide a readable message for recipients who cannot read HTML.
10/13/2015 -- TrueCommerce eStore Integration
TrueCommerce, like Nexternal a HighJump company, provides integration with a wide range of Enterprise Resource Planning (ERP) systems (e.g. QuickBooks, Microsoft Dynamics, Sage 50) as well as a vast Trading Partner Network via an exchange of Electronic Document Interchange (EDI) documents. Using the new integration allows you to automate exporting orders from Nexternal (via EDI 850 documents) to your supported ERP system; and importing status updates (including Ship Dates and Tracking Numbers), quantity changes, and price changes (via EDI 855 and 856 documents), back into Nexternal.
To activate the TrueCommerce integration, select your Trading Partner Qualifier and enter your Trading Partner ID, as defined by TrueCommerce, in the fields provided at Settings/Compatible Software in the Order Management System. Additionally, enter as the Sync Start Date the starting Order Date for orders exported from Nexternal to TrueCommerce.
The Trigger field defines the condition that an order must meet before being exported. The Placed option export the order as soon as it is placed (although Pending Orders are never exported). The In Process option requires that the Order Status be In Process, while the Fulfilled option requires that the order by fulfilled (i.e. Order Status of Shipped). The Paid option requires that the Billing Status be Paid. The Paid-Unbilled option requires a Billing Status of Paid for Payment Methods of Credit Card or Paypal; Unbilled, Billed, or Paid otherwise. Paid-Billed requires Paid for Payment Methods of Credit Card or Paypal; Billed or Paid otherwise.
- Once an order is exported, it becomes locked in Nexternal, and any further changes (except for Credit Card Processing and Billing Status updates) may only come from TrueCommerce.
- Regardless of the Trigger, Pickup and Gift Certificate orders are only exported when the are fulfilled. If the Paid, Paid-Unbilled, or Paid-Billed option is in use, those orders must also meet the corresponding Billing Status requirement.
- The TrueCommerce integration runs as a scheduled task. Therefore, it may take up to 15-20 minutes for an order to be exported upon the trigger condition being met.
If you are new to the Nexternal/TrueCommerce integration, you must first run your integration in Test Mode by entering a Test Order Number (to be sent to TrueCommerce as a test) in the textbox provided. When Nexternal and TrueCommerce are satisfied that your integration is functioning properly, you will be permitted to turn off Test Mode, thus placing your integration into production.
Note: The Test Order must meet the conditions of the Sync Start Date and Trigger fields to be sent to TrueCommerce.
Tip: Once the Test Order has been successfully sent to TrueCommerce, you may designate an additional Test Order by changing the value in the textbox.
9/23/2015 -- Picked Up By
For pickup orders, you may now record, at the line item level, by whom each product was picked up. You are prompted to provide this information when marking an order or line item as Picked Up from the Order List or Detail screen in the Order Management System. You may also specify Picked Up By via the Order Import (Orders/Import).
Picked Up By takes on an analogous role to Tracking Number for product orders, and thus may appear in Customer E-Mails, on Invoices and Packing Slips, on the Account and Order Status screens in the Online Store, etc.
9/16/2015 -- Google Analytics: analytics.js
If you are using Google Analytics (Settings/Policies, Addenda, and Disclaimers in the Order Management System), you may now utilize analytics.js, the latest version of Google's code, via the Code field. You may also choose to continue to use either legacy version (ga.js or urchin.js). You should use the same version of the code on both your web site and your Online Store.
If specified with analytics.js, the Google Analytics Domain is included in the Google Analytics code on all Nexternal-generated pages. It's purpose is to ensure proper continuity of Google Analytics tracking between subdomains of the Google Analytics Domain and subdomains of nexternal.com. Tracking across subdomains of the Google Analytics Domain is handled automatically and requires no special treatment. Thus, it is important to specify a Google Analytics Domain only if you are not using a Secure Domain Alias (Settings/Site Options).
Example: If your web site uses the domain www.firstfairway.com and your Domain Alias is store.firstfairway.com, your Google Analytics Domain should be firstfairway.com. Including a leading period (.firstfairway.com) is not recommended with analytics.js.
9/1/2015 -- XML Tools OrderUpdate: Partial Line Item Updates
If you are using XML OrderUpdate Tools (Settings/XML Tools in the Order Management System), you may now optionally specify an OrderUpdate/StatusUpdate/LineNo @Qty attribute in the OrderQueryRequest. If specified, the value indicates the quantity to update for the Order Line Item. If the specified quantity is less than the Line Item Quantity available for update, the Line Item will be split, resulting in Parent and Child Line Items. If the specified quantity is greater than the Line Item Quantity available for update, but the Line Item has Child Line Items, the Child Line Items will be updated (and split) as needed.
9/1/2015 -- UPS Address Validation (Street-Level)
If you are using UPS Address Validation (Settings/Compatible Software/Online Shipping Tools), the tool now validates the address type, street line, city, state, and zip code of Customer Contact, Ship To, and Bill To Addresses. In both the Online Store and Order Management System, users are notified whenever an address fails validation, and given an address suggestion. On the Online Shipping Tools Preferences screen, you may choose whether or not the user is permitted to proceed without correction. If the user proceeds without correction, the address is flagged as invalid on the Order Detail or Customer Detail screen (as appropriate) of the Order Management System.
Note: UPS Address Validation is for addresses in the United States only. International addresses are not validated.