Changelog
Follow up on the latest improvements and updates.
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Now, you can update PayPal with tracking numbers as orders are shipped, enhancing customer experience. Here’s why you should be excited:
Enhanced Customer Experience:
With the ability to update PayPal with tracking numbers as orders are shipped, merchants can now provide real-time tracking information to their customers. Customers no longer need to look through emails or third-party tracking websites to monitor their orders. Instead, they can log in to their PayPal account and access up-to-date tracking information directly from the platform they trust.Customer View:
Merchant View:
Plus, if merchants needed to, they could manually go into the “Edit tracking info”, under the tracking information section to update tracking for their customers as well.
Seamless Integration:
The PayPal Checkout Tracking API seamlessly integrates with existing PayPal Checkout processes, minimizing disturbance to the merchants' workflow. With PayPal's user-friendly set-up and detailed guide, merchants can easily use this feature to boost their e-commerce sales. Please refer to the PayPal Tracking API documentation for more details on this feature.Overall, the PayPal Checkout Tracking API helps improve the merchant and customer experience on our platform. Merchants receive more control and flexibility, while customers are kept happy throughout the order fulfillment process.
new
Storefront
2024.1 Release Notes
New Features:
- Order Approvals -Companies can now enable managers and company admins the ability to approve an employee or manager's orders directly in their My Account when logging in. We also introduced the ability to moderate order approvals at the item level and added a field to explain the reason for approving or rejecting an item in an order. To view the settings on this feature navigate to Settings > Orders > General > Order Approvals. Anyone with a Customer Association that includes someone under them can automatically approve orders. You can add the new theme page labelled Order Items Approval to your My Account area and customize it accordingly.
- Company Reports -If a customer labelled as a Company with Customer Associations, the Company can now have access to reports in their My Account area. This theme page is called User Company Reports. You can add two new widgets to this page as illustrated below:
- New Widget - Product Inventory Report -This widget shows the Company their catalog where they can see past sales data, inventory levels, sales velocity and a forecast of how many estimated days until out of stock based on sales history. Also great for a brief understanding of top products sold. Only products available in the store's active catalog will display here.
- New Widget - Company Order Shipped -This widget which shows the Company their summaries of how many orders have shipped, items shipped and other averages based on date ranges selected. Only orders and products available in the store's active catalog will display in this summary.
- New Widget - Save For Later List -This widget is used to pull in a Saved For Later list associated to your session or customer account for quick editing. Popular for use case such as a quick order template on any given page versus just the list page. This widget is available on category pages, product pages, home page, and virtually anywhere you'd need it.
New & Updated Integrations:
- PayPal Checkout- We now send the tracking numbers to the PayPal Tracking API when orders are shipped. This allows more transparency around orders in your PayPal account.
- Zonos- We now added a setting to determine order status that would then send updated order information in the case of admin orders being created or modified.
- ShipperHQ- Added an option to send “ADMIN” as CustomerGroup to ShipperHQ when doing rate lookups from admin to alert them it's an admin placed order.
- Nuvei- Added ability to save AVS response code for Nuvei gateway users
Smaller Features:
- Added new parent product fields in admin and API for HTS and COO codes to better support international shipments and calculations.
- Exposed company and employee relation for Customer Associations to the Rule Engine
- Moved the Customer Associations feature from Marketing to its own section in the Customer editor in the admin.
- A Company or Manager can now pay an employee balance using the theme page Customer Order Statement
- Added restrictions around viewing orders to allow orders to only be viewed by the individual or someone related above them when using Customer Associations. In the past we allowed employees to view all other employee orders. Now you can only view other employee orders if you are their Manager or Company Admin.
- Added ability to add and edit users on User Company Page where we list hierarchy of all users in a Company.
- Added ability to name your own Company/Manager/Employee. For example, perhaps it's Site Manager/Location Manager/Agent or Sergeant/Lieutenant/Private etc. You can modify these labels under Customer Association settings.
- We now allow the ability for Reward Points to be automatically applied when using this payment method instead of "Use Points" button creating an unnecessary extra click in checkout flow.
- Breakout shipping now supports radio buttons when using custom shipping methods. Specifically shipping methods using Webhooks to pull rates from third parties.
- We now support Webhook Custom Shipping Methods the ability to add a name and delivery date to the endpoint to be visible for customers when selecting the method. For example: { "TotalCharge": 20.00, "ServiceName": "xxxx", "DeliveryTime": "12/20/2024"}
- Added ability for Product Quantity Limits to be reset based on first of the month versus number of days
- Added a domain whitelist for Image URLs primarily for use of third party image optimizers nder Settings > Security > Request Domain Whitelist
Bug Fixes & Technical Improvements:
- Added IP Address to ValidateCheckout Webhook
- Exposed User IsSalesPerson API Property
- API now returns 'entered by' and 'sales_agent_user_id' for quotes
- Added warning modal before deleting a content page
- Updated the look and feel of the Add New Payment Gateway page
- Refund Reasons are now sorted alphabetical
- Fixed problem with blogs being assigned to different stores not changing the store assigned
- Fixed issue causing advanced search in the admin not pulling quotes with item numbers in the filter
- Fixed Google Autocomplete not saving the Unit Information
- Fixed issue setting customer default payment type to rewards points via API
- Fixed layout issue when creating orders from More Actions on Customer Edit
- Fixed Send gift cert to microstore issue
- Fixed insert image from store not working when description editor is in full screen mode
- Fixed issues allowing search sessions by sessionID
- Fixed issue preventing the following the sort order when add group items in admin order editor
- Fixed an issue when admin converts Cart to Order
- Fixed an abandoned carts report with time zone issue
- Fixed issue allowing stores to adjust scheduled exports/exports next run time
- Fixed UPS Surepost issue
- Fixed content page image alignment issue
new
Storefront
2023.3 & 2023.4 Release Notes
New Features:
- Widgets for Emails- Settings & Merge Codes for Product Display Widgets are now available for email templates. This means you can provide product recommendations on your order confirmations and abandoned cart emails!
- New Page: My Company- A new My Account theme page now exists for B2B portals. If a customer record is marked as a "Company" admin via our customer associations feature and that customer is logged in, they'll now be able to see all managers and employees associated to the company in hierarchal format on this new theme page.
- New Page: User Management- This is another My Account theme page available for customers using us for employee management. You can now see all users or employees in a single table on this page, how many active reward points or credits are available for them, their role in the company, add/delete new users/employees and even manually adjust their reward point points balance.
- Store Cloning- Now you can clone a store with it's settings and configurations being duplicated to save you time and effort. This will allow merchants that have hundreds or even thousands of multi-stores the ability to create them much easier and faster.
- Email Template Settings- This new settings area will allow your email templates to share things like social media icons, button colors, fonts and much more. This will pave the way for newly designed default email templates coming soon along with the ability to manage shared components of emails much easier.
New & Updated Integrations:
- Klarna- Now you can allow customers to buy now, pay later with Klarna by navigating to Tools > Apps & Addons in your admin.
- Attentive- We now send the sales price field to Attentive when syncing catalog data.
- Impact- Improved integration with Impact affiliate marketing to output more accurate conversion scripts on theme.
Smaller Features:
- Select Your Own Sales Rep- You now have the ability to allow customer to choose their own rep (or salesperson) during the checkout process.
- Sales Rep Data Transfer- We've also introduced the ability to transfer all customers and orders assigned to a sales rep to different sales rep via the user editor in security settings.
- Sales Rep Display Areas- Sales reps can now be displayed to the customer on their My Account theme pages as well as the checkout page via merge codes.
- Negative Reward Point Balances- We've now introduced settings to allow a user to spend more points than their balance allows on an order.
- Shipper HQ Improvements- We now support dimensional shipping for variant inventory items in your store's catalog.
- Multiple Order Statuses can now activate reward points- In the past, you had to select a single order status to decide when a reward point is officially active, but now you can multi-select which statuses can achieve this.
- SSO for Microstores- You can now allow Single Sign On for shoppers that are restricted to microstores.
- Combine customer upon deletion- Now, you are prompted to combine a customer record with another customer record when deleting a customer in the admin UI.
- Pay by Rewards in Admin- You can now choose reward points as a payment method in the admin order editor instead of being forced to use custom payment methods.
- SSO for Registration Page- Our Register theme page now supports Google SSO or Facebook Sign up button merge codes.
- Temp Folder limitations- We added data retention settings for store temp folders plus you can export files deleted automatically after an export has been successfully download (to save on unnecessary file storage).
Bug Fixes & Technical Improvements:
- We've drastically increased speeds of order list, product list and customer list queries.
- Added breakout shipping selections to the Order API
- Exposed state code and country code as new fields in API for order addresses
- Allow Store filter on Customer Exports
- Store Testimony page to have a defined default sort order
- Added ability to "send password reset email" on customer editor
- We now show how many points were spent when applying Rewards with a "Pre-Tax Discount"
- Updated our USPS and PayPal API calls
- Adjustments to Zonos order complete API on 0 taxed/duty orders
- Address Nicknames can now be exported and imported
- Added additional support for using Zonos in conjunction with Shipper HQ
- Replaced our WebP library
- Google address suggestion updated plus 4 zipcode when used
- We exposed the Variant inventory option description in rest API
- Publish Foundation theme with new shipping section layout feature and bug fixes
- Foundation theme issue causing blurry primary images fixed
- SVG file types whitelisted on all image upload functions in admin UI
- Updated JQuery to 3.7.1 used for admin UI
- Constant contact API updates
- Fixed a redirect issue after add to cart button clicks for category and other pages
- Fixed multiple attributes filtering issues
- Fixed UPS negotiated rate issues
- Fixed a Personalization issue when moving items from a wishlist to cart
- Fixed change warehouse issue in admin order editor
- Fixed shipping region markup issue
- Fixed Custom Field merge codes showing cached information
new
Storefront
Introducing Time-Based Reward Points
Introducing Time-Based Rewards, our powerful new feature designed to give you additional reward point allocation options in your online store experience. Now you’ll have the flexibility to set the frequency of reward point resets—whether it's monthly, quarterly, or yearly—according to your business or client’s needs. This streamlined approach saves you time and ensures consistent rewards for your customers. Here’s some of what we’ve added to allow for this capability:
Set your customer’s custom date
First, you’ll want to create a customer custom field with an input type of Calendar/Date Picker. You can name this field Hire Date, Birthday or anything you’d like. We’ll use Hire Date for the purpose of this article. If you have dates relevant to your customers you can import those dates into that custom field using our Customer Import in Tools and uploading the dates via CSV. Once you have dates set for your customers, let’s dive into the new rule engine conditions!
Create your custom rule
For this exercise, we’ll build an automated rule in the Rule Engine to give 500 reward points to a customer to spend monthly. Once you’ve created your date custom field (Hire Date) you can check against that field using a new condition in the rule engine. Navigate to Rule Engine > Customer Events > New where you can create a rule based on a trigger like “the timed follow-up for a customer is triggered” and add our new condition “Time since date-based customer custom field”. Select Hire Date custom field with an operation set to “Equal To”, and an interval of “1” with an interval type of “Months”. Then add the action “Give Reward Points to Customer” with a value of 500. This will now reward the customer 500 reward points every time this rule is triggered.
Add additional validation
Next, we’ll want to be sure that the store doesn’t give out points in error, so we advise adding a second calendar/date-picker custom field to customer records that will let you know the last date the points were received. We named this field LastRewardSentDate. Once you have your new custom field available you can add two additional conditions to the rule you made above:
- Check customer-level custom field > check LastRewardsSentDate, not equal to, today. This will verify that you don’t give them a renewal multiple times in the same day
- Time Since Date-based customer custom field > check LastRewardSentDate, equal to, 30 days. This will add the condition to verify it’s been 30 days since they’ve last received reward points, not just since they’ve been hired. Think of this as a double check!
- Set the conditions to Match All.
- Add one more action to your rule: Set Customer-level Custom Field > select LastRewardSentDate with a value of Today.
Need points to expire?
Don’t forget you can navigate to Settings > Marketing and adjust your reward point settings at the store level for when you want any new points added to a customers account to expire or if they should expire at all!
new
Storefront
2023.2 Storefront Release Notes
Changelog Update:
New changelog and feature request sections for all Cart software now hosted in Canny! Check it out here: https://cart.canny.io/
New Integrations:
- Salesforce- Our native salesforce integration syncs orders, products, customers and custom fields. Available for Enterprise level customers only.
- Nuvei- New payments partner with highly competitive credit card processing rates exclusively for Storefront customers. Even further integration with Nuvei coming soon.
- Apple Pay- Apple Pay is now available directly from PayPal. Navigate to Settings > Payments > Payment Methods to add Apple Pay and select PayPal as your provider.
- RentyMy- We now support customer Single Sign On for brands using RentMy, a product rental service that's recently built their own integration to Storefront.
New Features:
- Customer Order Approvals- Customers now have the ability to approve or reject line items in an order and provide a rejection reason resulting in a changed order status. A new theme page for Order Approvals is also now available as a My Account page type.
- New Time Based Reward Points- New rule engine actions to add reward points to a customer based on custom fields using calendar dates. This can be used to give monthly reward points for budgets, anniversaries, birthdays and more.
- Company Reward Points- You can now allow a "company" customer record to have reward points that its employees can use. Think of this as a shared reward point pool that any employee can pull from. Enable company rewards in Settings > People > General > Other
- Net Payment Terms- We now introduce Net Terms to be dictated per customer under Customer Edit > Payments & Taxes.
- Customer Credit Limits- We now allow you to assign a credit limit to a customer which will restrict the customer from checking out with any payment method that results in a balance exceeding their limit. Ideal for brands that accept purchase orders as payments.
- Time Based QTY Limits- If you want to limit a customer type to only be allowed to order X qty of a product every Y months, you can now set these thresholds in the product editor.
- Refund All- Allow all products in a return to be bulk selected making it easier to refund all items at once. Also, we added an order status selector to allow you to dictate the status after a processing a return.
- Partial Refunds for Fees- Now you can edit the refund amount for override fields such as Shipping, Handling Fees, Tax and Additional Fees. These fees are now in the refund summary area giving the admin more flexibility per line item on how much of each fee to refund.
- Restrict Customer File Uploads- Under Settings > People you can now limit the file size and pixel size of images and files that customers could upload for things like product review photos and documents.
- Bulk Customer Password Reset- Now you can navigate to More Actions in the customer list area of the admin and bulk reset passwords and send a dedicated email template to those customers prompting them to create a new one.
- Balance Statements- We now allow employees, or customers that are tied to a Company using Company Associations, the ability to pay off their company's balance statement.
Integration Updates:
- Afterpay - Updated integration to include more accurate order information displayed to customers in various areas of the theme.
- Shipper HQ - We now send enough data for address validation in Shipper HQ and we've also added additional attributes "must ship freight", "ship separately", HS codes and freight class.
- Avalara Exemption Certificate Management (ECM), formerly CertCapture - Manage the reseller certificates of your wholesale customers with our updated Avalara Integration in Apps & Addons.
- Smarty Streets - We now display a warning to the shopper when validating a line item on the address is unsuccessful.
- Attentive - We now support their recently launched Product Catalog API and introduced syncing historical order history. We also created custom attribute mappings tied to reward points, reward tiers and even customer custom fields.
- USPS - We now support USPS Ground Advantage on rate calculation and Shipping Labels. First Class Package service is now deprecated.
- UPS - We've modified our integration with UPS and UPS Freight to use their REST API replacing legacy methods being sunset by UPS.
- Sharethis - Due to the sunsetting of AddThis social sharing, we've replaced this area in our theme system with Sharethis. If you were a user of AddThis, navigate to your global theme settings to make appropriate changes.
- Custom Payment Methods can now trigger order status - Custom payment methods now have the option to apply a change order status. For example, paying with a purchase order can now automatically change order to "Approved to Ship".
- Impact - We've recently upgraded our Impact integration and fixed various bugs for those using it for affiliate marketing.
Smaller Improvements:
- Reward Points can now be set to expire in monthly intervals vs only days.
- Save For Later buttons are now available on Category page, Search Results page, Manufacturer and Attribute pages.
- Discounts can now exclude child items. If a parent item is not specifically included in a discount, then the discount will no longer show as if the parent product is eligible.
- Notify Me (when product out of stock) modal popup is now editable as a theme page.
- Choosing a category for Product Variant Inventory exports are now supported as scheduled exports
- Product Display Widget has a new setting for when using price with quantity arrows allowing pricing to change based on quantity up/down.
- Upsells and Related Products selectors in the product editor now showcase whether products have already been selected or not.
- Deleting a category now pops up a warning modal describing how many products exist in that category that you are about to delete.
- Colorado Delivery fee now available in API
- Freight Class and HSCode has been added to product import/exports
- Posting an order shipment via API now has the flexibility to change the status on the order
- We've retired sample product data on AmeriCommerce trials. Say goodbye to digital cameras, khakis and birthday cakes. They had a good run.
- Trials now must use a store password to view their front-end when not logged in to their store. Take that spammers!
Bug Fixes:
- Search results showing incomplete results for stores with using multiple root categories
- User deletion in storefront admin now allows the user to still remain a Cart user (not a Storefront one though) if using other Cart software products.
- Some links that were pointing to Live Design in the theme editor weren't working correctly, but that's been fixed.
- Timeouts occurring when filtering by price has been fixed
- Payment links not generating when using Order View instead of Order Edit has been fixed
- Issues with breakout shipping on admin only orders has been fixed
- Uploading images to variants in the admin now route to shared folders so multi-stores can easily access them.
- Order Editor now has improved load times for those with lots of warehouses, customer types or users (sales reps)
- PUT requests via API now allow you to change the shipping method on an order
- Regex validation was introduced for those using it in conjunction with our rule engine
- Breakout shipping bug fixed that caused shipments with the same shipping method selected to not save correctly and combining them.
- Klaviyo and Attentive integrations now check the status of whether or not a customer had previously accepted or denied permissions to subscribe to SMS.
- Refund reason is now properly saved when refunding to the original payment method
- Variant images when using third party image hosting providers weren't always showing correctly when selected on front-end so that's been fixed.
- ##IPADDRESS## now populates the full address for IPv6 addresses.
- Fixed ShipStation's inability to connect to new stores since migrating users to Cart's brand console
- HTML page editors being viewed in full screen mode and then going back to normal was causing issues that we've addressed
- Fixed Discounts that haven't expired yet improperly showing an "Ended" status
- Blog Posts previews now display widgets on that blog post preview properly
- Fixed issue with FedEx LTL passing weight incorrectly
- Fixed some quick edit buttons on dropdown selectors in the product editor not opening overlays when they should have
- Improved speed of Microstore creation via API for heavy Microstore users
- Personalization mark up is now added to the order properly when item is added from the new order admin screen
- API speed when querying long lists has been improved
- Customer's sometimes being able to edit quote links when settings are set to not allow that has been fixed
- Issue preventing multiple Credit Cards on split payments when logged in has been fixed
- Fixed issue when uploading multiple images via drag and drop in product editor not saving properly
Documentation for each feature is in progress and we'll be releasing articles in our new Changelog here: https://cart.canny.io/changelog?labels=storefront
improved
Storefront
Updated Storefront Integrations 2023.1
- Fixer.io Currency Conversion- New integration for displaying different currencies on a single store.
- Signifyd- Fraud Screening Mode added to select between post-payment and pre-payment fraud review for orders.
- Google Merchant Feeds- All feeds will now be generated using SFTP instead of FTP.
- Zonos- Order Complete and DDP/DDU settings have been added for each available shipping service. This supports connecting to the Zonos Order Complete API when an order is shipped and gives you the power to enable or disable it. We will also support mapping to available carrier services from the store to carriers listed in their documentation here, of which DDP and DDU will be supported at the carrier level.
- Avalara- Address validation is now available on the checkout page and in the admin’s order editor.
- TaxCloud- A setting has been added for TaxCloud’s shipping codes.
- FedEx & USPS APIs- Four-factor MFA for FedEx is now supported, and the USPS integration now relies on Class IDs for more consistent real-time mail service results that in the past would change whenever USPS altered the naming conventions of mail services.
- Braintree- Braintree integration now uses SDK v5.14.0, featuring several security enhancements.