Summary of enhancements:
- Order Confirmation Email and SMS for Orders Placed with Points or Discount Voucher as Single Payment Mode.
- Picking from the Control Panel - Ability to Edit Quantity.
- Order Copy File to be Renamed to 'Order Copy'.
- User Interface for monitoring Loyalty Integration.
Order Confirmation Email and SMS for Orders Placed with Points or Discount Voucher as Single Payment Mode
The platform does not have communication events (Email & SMS) for the orders that were placed using 100% Loyalty points (Capillary CRM points) or placed without any payment (discount voucher)
Hence, no communication (Email or SMS) is sent after such an order is placed successfully
A new email and SMS event, titled ‘Order Alert - Points/Full Discount’, has been added in CP for all orders confirmed due to complete payment with Capillary points or no payment
The event will trigger for both user and merchant
Currently, if a picker has to pick multiple say 10 qtys of a given item, during picking he has to scan each individual quantity of that item i.e he will have to scan 10 times. This becomes a cumbersome task when the number of ordered item quantities are high.
While processing picking confirmation from the control panel, a picker can edit picked quantity of an item instead of scanning each quantity. This would make the process easier in cases where the ordered item quantities are high.
When a picker enters a barcode against a SKU, a new column titled ‘Picked Qty’ is available
The ‘Picked Qty’ column displays Picked Quantity of the item in the picklist
an order has 5 Qty for a variant SKU
3 of the Qty are part of a single picklist
When the picker enters the SKU barcode for the first time, the column to display ‘1’
When the picker enters the SKU barcode again, the column to display ‘2’
The column ‘Picked Qty’ will have an ‘Edit’ option
The picker can modify the picked quantity by clicking on the ‘Edit’ option
The modified picked quantity must be greater than equal to picked quantity and less than or equal to the quantity in the picklist
E.g. if a picker has scanned one quantity, during edit, he can specify picked quantity >= 1 and picked quantity <= quantity in the picklist
After a successful order, when the user prints Order Copy the file is saved as ‘InvoiceReports'
There is a legal BIR (Bureau of Internal Revenue) requirement that any non-BIR compliant company (such as Capillary) cannot generate legal documents such as an invoice. This does not pass the compliance requirements
The file name was changed to ‘OrderCopy’ instead of ‘InvoiceReports’ when user wanted to print an order copy. This ensures compliance with the legal BIR requirements.
Also, the file name was changed from ‘InvoiceReports’ to ‘OrderCopy’ for order copies generated from the following pages in the Storefront
My account order details
Order success page
Transactions weren’t pushed to CRM from ACP at times because of which the delivery team had to monitor the transaction logs. This is necessary because if orders are not pushed to CRM, there would be no points allocated to those orders.
There was no option to view the transaction logs of loyalty integrated orders in the Control Panel and the delivery team needed tech team’s intervention for validating which was time consuming.
A new UI enhancement has been added to the control panel where the logs can be viewed under Apps -> Capillary CRM Settings -> Loyalty Integration Monitoring (https://qa.ecom.capillary.in/
The search result will populate a summary of the logs in that date range:
Prepaid orders placed
COD orders placed
Prepaid orders delivered
COD orders delivered
Returns for Prepaid orders
Returns for COD orders
CRM Add transactions: The transactions for which the points will be allocated.
CRM Return transactions: The transactions for which allocated points will be reverted (for orders which are cancelled/returned/refunded).
Followed by the summary, the logs populated will have the following fields:
Logs can be fetched for a maximum of 1 week at once (custom date range).
Using these logs, any breaks in the transactions flow from ACP to CRM can be diagnosed.
Summary and logs: