Changelog

Follow up on the latest improvements and updates.

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We’re excited to announce two new features that improve credit and billing management for companies:
Shared Company Credit Limits
and
Secondary Billing Address Email
. These updates give companies more control and flexibility, creating a smoother experience for organizations managing multiple accounts.
Shared Company Credit Limits
The Shared Credit Limit feature allows all accounts linked to a company to draw from a single credit limit, making it easier to track spending and manage outstanding balances.
Key Benefits:
  • Centralized Credit Management:
    Linked accounts share one credit limit, simplifying credit tracking across multiple accounts.
screenshot_2024-11-07_110430
  • Flexible Override Options:
    Admins can set custom credit limits for individual accounts when needed, offering flexibility.
  • Optimized for Company Associations:
    Perfect for companies with linked accounts, this feature centralizes credit control across all related accounts.
How It Works:
Enable the Shared Credit Limit feature in
Settings > People > Companies
. Once activated, orders using credit-linked payment methods draw from the company’s shared credit limit. This limit can also be customized at the individual account level if needed.
For more information, refer to our knowledge base article on Shared Credit Limit to learn more.
screenshot_2024-11-07_110149
Secondary Billing for Company Accounts
The Secondary Billing feature allows companies or their admins to add a second billing contact email. This ensures that billing communications reach multiple contacts, reducing missed invoices and improving documentation.
Key Benefits:
  • Improved Communication:
    Adding a secondary email means critical billing information reaches more people within the organization.
  • Admin Flexibility:
    Company admins can easily add or update the secondary billing email, managing contacts without needing support.
  • Ideal for Larger Teams:
    This feature is especially helpful for companies with large teams, ensuring billing updates reach the right people.
How It Works:
Admins can add a secondary billing email in
Settings > People > Companies
within the company profile or through
Customer > Customer List > Edit Customer
. Once set, billing communications will be sent to both the primary and secondary email addresses.
Screenshot 2024-11-14 102356
Summary
These new features—
Shared Credit Limits
and
Secondary Billing for Company Accounts
—simplify credit and billing management, giving companies control over how credit is shared and how billing information is distributed. Together, they support smoother operations for businesses managing multiple accounts and contacts.
Say hello to Store Pick Up, our latest rolled out feature, making it easy for customers to pick up their orders at a nearby store. With simple setup options and an optimized checkout experience, this new feature brings added convenience for both businesses and customers. Let’s dive in!
Quick Setup for Store Pick Up
Store Pick Up can be configured by navigating to
Settings > Shipping > General
under the Store Pickup Options section. Key settings include:
  • Enable Store Pickup:
    Activate this option to display store locations during checkout and when editing orders.
  • Show Distance to Store:
    Display stores by proximity to customers. When disabled, stores will be sorted by name or custom order.
  • Number of Store Locations to Show:
    Limit the number of store locations visible (set to 0 to show all).
  • Distance Unit:
    Choose between miles or kilometers for distance (default: miles).
  • Store Pickup Instructions:
    Add custom instructions for order confirmations and emails using the ##STOREPICKUPINSTRUCTIONS## merge code.
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Custom Shipping Methods for Store Pick Up
Custom shipping methods can be created by navigating to
Settings > Shipping > Custom Shipping Methods
. Ensure the method is flagged as a Store Pickup Method so it only displays when store pickup is selected, hiding all other shipping options.
Managing Orders with Store Pick Up
Easily manage orders with store pickup using the Store Location column in the order list (
Orders > Orders
). You can filter orders by store location using Advanced Search.
On the order edit page (
Orders > Orders > Edit
), you can toggle between shipping and pickup. When store pickup is selected, a dropdown will appear to choose a store along with fields for the customer’s name and phone number.
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All store pickup details are visible on the View Order page under the Store Pickup label, displaying the selected location.
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Make Checkout a Smoother Experience
Enable Store Pick Up to ensure the store pick up option appears during checkout. If no shippable items or subscriptions are present, store pickup will be hidden. Only shipping methods marked as Store Pickup Method will be displayed when this option is selected.
Need to update the layout or merge codes? Use the HTML Editor under
Themes > Edit > Pages > Checkout and Order > One Page Checkout
to make the necessary changes.
Using Custom Fields for Pickup Orders
Shipping-specific custom fields can be shown separately during checkout by enabling the “Show Shipping Custom Fields Separate From Shipping Address” setting under theme settings. This ensures only relevant information appears when pickup is selected.
Need More Help?
Activate Store Pick Up in your settings today and offer your customers more ways to shop! For additional setup details and best practices, refer to the Store Locations and Store Pickup knowledge base article for more information.
We’re excited to introduce our new Store Locations feature, making it easier for you to manage multiple locations and enhance your customers' shopping experience. Setting up store locations is simple: head to
Settings -> Shipping -> Store Locations
to add or edit any store. This ensures that your physical locations are accurately reflected on your storefront.
image-20240605-180747
We’ve also introduced a widget to search for nearby stores, making it easy for customers to find the most convenient store location. By entering a store name or address, users can quickly locate nearby stores better.
Frontend:
front end store locator
Backend:
store location widget
When adding a new store location, it’s important to include the latitude and longitude, especially if the “Show Distance to Store” option is enabled for One Page Checkout. These coordinates can be automatically filled using Google Autocomplete or manually entered via Google Maps, making it easier to ensure location accuracy.
store distance
Additionally, you can now assign specific store locations to individual customers. By navigating to the Customer Edit page, you can assign locations under the Assigned Store Locations section. If a customer has specific stores assigned, only those locations will appear during checkout, offering a tailored shopping experience.
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A new option called Ship to Store Only has been added, allowing you to restrict orders to store locations only, hiding other shipping address options. This is ideal if you want to ensure customers are shipping directly to a store location rather than providing a home or business address.
Screenshot (315)
In addition, you can customize how store locations appear on your storefront. Use the $$STORELOCATIONSSEARCH$$ merge code to search store location option or use the $$STORELOCATIONSDROPDOWN$$ code for a dropdown menu. Locations can be sorted by distance, sort order, or alphabetically.
Finally, this feature is fully integrated with the API, giving you the ability to create, edit, and manage store locations. For more details, check out the API documentation here. This allows for easy integration with other systems, providing you with more flexibility and control.
For more information on store locations, check out the full knowledge base article on Store Locations and Store Pickup.
We’re excited about our latest rolled out feature: the My Account template for account pages! This new addition is here to make managing and customizing your account menus easier and more efficient.
Centralized Menu Configuration: Simplifying Account Management
If you've ever found yourself frustrated with updating account menus across multiple pages, you're not alone. Previously, making changes to your My Account pages meant diving into the HTML editor and manually adding or adjusting merge codes for each section. It was a time-consuming process that left room for errors, as each page needed to be updated individually to keep things consistent.
But that’s all in the past. With our new centralized menu configuration feature, you can now manage all your My Account menu items from a single, convenient location. No more hunting through the HTML editor or tweaking each page separately. Instead, everything is in one place, where you can simply click a checkbox to add or remove the account menu items you want.
To get started, navigate to
Themes
and click
Edit
. From there, drop down to the
Theme
section and find
Account Menu
. Once you’re there, click on
Settings
– this is where you need to be to edit everything in the same location. We’ve even provided an image to guide you through the process from the backend.
Backend Process:
Account Menu Setting
Frontend Example:
MyAccount Front
Here’s what makes it so great:
  1. Unified Management:
    You handle all your menu configurations in one spot, and any changes you make are automatically applied across your entire site. It’s straightforward and saves you time.
  2. User-Friendly Interface:
    Forget about coding or manual edits. Now, with just a few clicks, you can easily customize your account menu. Whether it’s order history, account settings, or subscription management, you decide what shows up.
  3. Consistency Across Pages:
    By managing everything centrally, you ensure that your account menus are consistent across all pages. This creates a smoother and more professional experience.
This update is a real game-changer for managing your online store’s account pages. It not only simplifies your work but also ensures that your customers enjoy a consistent and seamless experience every time they interact with their account.
If you’re ready to get started, check out our support article on Theme Templates and this Customer "My Account" Navigation Menu guide for all the details you’ll need to know about theme templates.
NEW FEATURES
B2B Store Location and Store Pickup:
This release introduces the concept of traditional brick and mortar stores or in-person locations that belong to an online store or multi-store.
  • Admin can Add, Edit, or Delete store locations in Settings -> Shipping -> Store Locations.
  • Each store location can be associated with all stores or a specific store in an account.
store location
  • Store Locator Widget:
    A new Google Maps-integrated widget to allow customers to search for store locations by address or zip code and viewable by map. This widget can be placed virtually anywhere you’d want a user to see available locations of the store.
  • Frontend Image:
front end store locator
  • Backend Image:
Google maps widget
  • In-Store Pickup Option on One Page Checkout:
    When “In-Store Pickup” is enabled, customers can choose to ship to their own address or select "Pickup In-Store" during checkout.
  • If "Store Pickup" is selected, the store location drop down menu or search bar is presented, showing nearby locations based on a configurable distance.
  • Customer can select a store location to pick up order.
in store pickup
  • In-Store Pickup Shipping Methods:
    Support for custom shipping methods dedicated to store pickup.
  • Store pickup shipping methods are only loaded when the "Pickup In-Store" option is selected. Conversely, when shipping to a customer’s address, these methods are hidden.
  • Customer-Associated Store Locations and Store Pickup Only Option:
    Assign specific store locations to a customer, restricting pickup options to these locations.
  • Added a flag to restrict customers to store pickup only, disallowing shipping to their own address.
  • These settings can be managed through the admin interface and B2B portal.
customer association
  • Display "Pickup In-Store" Locations on Order View and Order Emails:
    The selected store location for pickup will now be displayed in both the order view and confirmation emails.
  • Display Pickup Instructions:
    Pickup Instructions can be setup and display after order placement and on the order view page and emails.
  • Rule Engine Condition for Order Location ID:
    Ability to trigger order events based on the store location ID associated with the order.
  • Import & Export Store Locations:
    Store location data can now be imported and exported, making it easier to manage large numbers of locations.
  • Expose Store Locations in API:
    The Store Locations entity is now available via API with standard CRUD operations, allowing for integration and automation.
Expanded B2B Portal Capabilities:
enhancements designed to improve the user experience, streamline account management, and provide additional functionality for managing company associations and customer interactions.
  • Company Associations in Admin:
    The Admin UI has been reworked to enhance how existing customers are added to company accounts, focusing on user roles and relationships.
  • All user management tasks now occur within the company record in the cart admin.
  • Admins can add or remove employees, admins, and managers from a company directly within the admin interface.
  • Employee-manager relationships can be set directly within the company account, streamlining management functions.
company associatation admin
  • API Import/Export for Customer Association:
    Customer associations can now be imported and exported via API, simplifying the management of large datasets.
  • Shared Credit Limits on Custom Payment Types for Companies:
    A new setting allows for shared credit limits across the entire company.
  • When enabled, individual credit limits are disabled on employee accounts and can only be set up at the company level.
  • Additional Billing Address Email for Companies:
    Companies or company admins can now add additional billing address email.
  • All order confirmations will also be sent to this additional email address.
  • Enhanced B2B Portal Admin Editing Capabilities:
  • Managers and company admins can now add or update employee’s profile photo and bio information when creating or editing an employee’s profile.
  • A redesigned popup and messaging system will now confirm when new users have been successfully added to a company account.
  • Managers can now provide reasons when rewarding or removing points from an employee’s account.
  • My Account Menu Improvement:
    The My Account menu has been automatically updated to improve user experience, especially for stores that previously needed to manually add menu links.
  • A settings area on the Theme Page section now allows for “one-click page” selection.
  • New Reward Points Page in My Account Area:
    A dedicated Reward Points page has been added to the My Account area.
  • This page includes a complete reward points transaction history, providing customers with visibility into their points earned, spent, and remaining.
Enhanced Wishlist Functionality for Variants:
The Save For Later feature has been upgraded to improve how variants are added across various pages, including Category, Manufacturer, and Product Display/Product Carousel widgets.
  • The $$SAVEFORLATERBUTTON$$ merge code on Category and Manufacturer pages is updated to properly validate and add selected variants.
  • Merge code $$SAVEFORLATER$$ has been added to the Product Display widget for use in the "Item" LayoutArea, allowing for a consistent user experience across different site sections.
Checkout Process Improvement - Clear Shipping Selection:
A new setting has been introduced to enhance the checkout experience. When enabled, the shipping selection is cleared each time a customer visits the checkout page, allowing them to reselect their preferred shipping method for each purchase.
FEATURE/INTEGRATION IMPROVEMENTS:
Minnesota Retail Delivery Fee:
As of July 1, 2024, the Minnesota Department of Revenue has implemented a 50-cent retail delivery fee for certain retail transactions within the state. This fee can be set up in Avalara, TaxCloud integrations and Cart’s own tax calculator. The delivery fee will automatically apply to eligible orders.
QuickBooks Online Integration Enhancement:
We have enhanced the QuickBooks Online integration to support bulk synchronization of data, streamlining the process and eliminating the need for manual, one-by-one Mapping.
Color Swatch and Minimum Order Requirement Bypass:
We've introduced a feature that allows selected items, such as fabric swatches and color chips, to bypass the usual minimum order requirements.
Credit Card Markup Integration with Avalara:
Credit card markups are now passed to Avalara, ensuring that these fees are correctly taxed.
Subscription Status Email Notifications:
A new setting has been added to automatically send email notifications to customers when their subscription status changes, including when it's paused, resumed, activated, or deactivated. Find out more about our new subscription capabilities here.
  • Email Templates:
email template
  • Email Settings for Subscriptions
email settings
Discount Options for Subscriptions:
We've added new modifier targets to the discount actions, allowing you to apply discounts specifically to subscription items or non-subscription items.
Subscription
"Copy to Cart" Feature for Wish List:
A new "$$COPYTOCART$$" merge code has been added to the wish list. This feature allows customers to copy items from their wish list to their cart without removing them from the wish list.
Salesforce Integration Enhancements:
We've added a configuration section for additional custom mapping when syncing shipments from your store to Salesforce, including support for tracking numbers, shipment providers, methods, and tracking URLs.
New Merge codes for Order:
New merge codes have been added to track the total refund amount for an order, either formatted to two decimal points or without formatting.
  • ##ORDERSHIPMENTTRACKINGNUMBERS## - for Tracking Number
  • ##ORDERSHIPMENTPROIVDERNAME## - for Shipment Provider, e.g. Fed Ex
  • ##ORDERSHIPMENTMETHODNAME## - for Shipment Method Name
  • ##ORDERSHIPMENTTRACKINGURL## - for Tracking URL
  • ##ORDERTOTALREFUNDED## - returns Order Total Refunded formatted decimal
  • ##ORDERTOTALREFUNDEDRAW## - returns Order Total Refunded without formatting
New Merge Codes for Shipping and Billing Nicknames:
We've introduced new merge codes, ##SHIPPINGADDRESSNICKNAME## and ##BILLINGADDRESSNICKNAME##, which provide plain-text data for use in rule engine order events, offering more customization options.
PayPal Phone Number Population in Shipping Address:
Merchants can now opt to have PayPal automatically populate the shipping address phone number, enhancing the checkout experience.
paypal 1
paypal 2
Validated Warehouse Zip Code and State Matching:
Shipping will now be recalculated if the U.S. zip code and state do not match, ensuring accurate delivery charges.
Authorize.net Duplicate Order Handling:
The x_duplicate_window field has been added to the Authorize.net order script, with the default duplicate order trigger time set to 15 seconds. This can be configured via the Gateway settings.
  • To support this, Config String field for the Gateway now supports a key value combination as DUPLICATEWINDOW=15
authorizenet
Variant Inventory Item Number in Group Orders:
Variant inventory item numbers are now correctly included in group orders, improving order accuracy.
Customer Password Import:
We’ve introduced the ability to remove customer passwords via customer import.
Category Page Price Display Merge Code Update:
The $$RETAILPRICE$$ merge code now updates correctly on category pages when a variant is selected.
Variant Inventory Photo Exposure via API:
Variant inventory photos are now accessible via the API, providing greater flexibility in managing product images.
API Control for Catalog Display in Microstores:
You can now control the "Show All Catalog" setting for microstores via the API, streamlining the setup process without manual intervention.
Donation Widget Improvements:
The donation window now loads immediately when a customer first hits the checkout page, making it easier for them to contribute.
Cached Attributes for Improved Frontend Performance:
We've optimized frontend performance by utilizing cached attributes on pages, reducing load times.
Background Email Notifications for Product Inventory:
Product inventory notifications, including "Back in Stock" and "Low Stock Warning" emails, are now sent in the background, reducing delays and improving system performance.
Algolia Search Widget Redirect URL Setting:
A new redirect URL setting has been added to the Algolia Search widget, allowing for custom search query redirects.
Agolia redirect
Abandoned Cart Email on Session View:
A new option has been added to send an abandoned cart email directly from the session view page, using the customer and cart ID associated with that session.
BUG FIXES TO 2024.2
  • Apple Pay and PayPal/Braintree Issue:
    Resolved an issue where switching between PayPal and Braintree on Apple Pay caused errors.
  • Order Editor Shipping Method Display:
    Fixed an issue where the order editor did not display the shipping method correctly after an alternate name change.
  • UPS Negotiated Rates Indicator:
    Corrected an issue where rates returned from UPS were higher than the negotiated rates.
  • Wishlist Display for Price-Restricted Products:
    Fixed an issue where prices were displayed in the wish list even when "Login to See Price" was enabled.
  • PayPal Express Button with Quote/Payment Link:
    Addressed an issue where the PayPal Express button did not work correctly with Quote and Payment Links.
  • Saved Cart to Cart Login Requirement:
    Resolved an issue where customers were incorrectly prompted to log in when adding saved cart items to the cart.
  • Short Description on category pages now allow HTML markup in admin editor.
We are thrilled to introduce our latest feature rollout: the ability to pause and resume subscriptions per line item. This new functionality grants our customers enhanced flexibility in managing their subscriptions, enabling them to order multiple subscriptions at once and pause or resume them individually as needed.
With this update, customers can temporarily stop one subscription while continuing others without any hassle. Resuming a paused subscription is simple, allowing customers to reactivate their subscriptions without needing to make a new purchase.
image (6)
Additionally, we've introduced several powerful tools to further improve your subscription management:
  • Email Settings:
    You can now configure email templates for different phases of subscriptions—such as pausing, resuming, or disabling—by navigating to
    Settings > Orders > Subscriptions > Email Settings
    . This ensures that your customers are always informed and engaged throughout their subscription lifecycle.
Subsc email settings
  • Subscription Webhooks:
    We've added a new webhook that triggers upon the creation, pausing, or resuming of a subscription. This allows for real-time integration with other systems, enhancing automation and reducing manual tasks.
  • Dedicated Subscription Page:
    A dedicated page is now available for viewing and managing active subscriptions. This page provides customers with a centralized location to oversee their subscriptions, making management more straightforward.
  • First Month Free Option:
    You can now apply a "first month free" offer to subscriptions, providing an enticing incentive for new customers and helping to boost subscription sign-ups.
  • API Enhancements:
    We have introduced a new API endpoint to pause and resume subscription items, providing developers with the tools needed to integrate this functionality into custom applications or workflows. Check out this page to learn more: https://developers.cart.com/docs/rest-api/3843677e01db6-subscriptions
  • Subscription Status Emails:
    Automatically send emails to customers when their subscription is paused, resumed, or deactivated. This feature keeps your customers informed and engaged, contributing to a higher level of customer satisfaction.
To find the subscription section in the backend for MyAccount, simply go to the themes section, edit one of the themes, navigate to the pages section, and scroll down to the customer account area. There you'll find the subscriptions section, which is already included by default, so no additional steps or codes are needed.
subscriptions
This enhanced control over subscriptions not only elevates the user experience but also helps maintain customer satisfaction. With line-item level control of subscriptions, you can now manage each subscription independently, pausing and resuming as needed, all from a dedicated subscriptions page.
Explore these new features to enhance your subscription management and provide a more personalized experience for your customers!
NEW INTEGRATIONS:
  • Zakeke Product Designer Integration:
    Integrating Zakeke with your store brings advanced AI visual commerce capabilities, enabling customers to personalize products with ease and being able to preview the designs. This seamless integration allows shoppers to create unique items that reflect their individual styles and preferences, enhancing their shopping experience and driving engagement. For more information, visit: https://support.americommerce.com/hc/en-us/articles/24382835258907-How-to-Setup-Zakeke
Zakeke int
  • PitchPrint Product Designer Integration:
    PitchPrint revolutionizes the online shopping experience by offering an advanced print customization tool. Integrating PitchPrint into your store provides customers with a wide array of customization options for various products, allowing them to personalize items to their unique preferences and requirements. This enhancement elevates your store's offerings, delivering a truly personalized shopping journey for your customers. For more information, visit: https://support.americommerce.com/hc/en-us/articles/24268115889051-PitchPrint
PitchPrint
NEW FEATURES:
  • Order Approval Email Settings:
    New email settings allow employees to customize order confirmation and approval notifications. For managers and admins, settings include receiving order approval notifications for employees and controlling email notifications for pending order approvals. Access these settings in the Companies area in the People section of your store settings.
Order Approvals
  • New Apps Landing Page & Search Bar:
    Introducing our new Apps landing page, your gateway to all available apps and add-ons! Now you can easily navigate through categories using the Category Filter to find the perfect app for your needs. Navigating to apps now opens them directly, eliminating the need for the seemingly never-ending Sub-Navigation menu. Enjoy a seamless experience with App Info shared between the card on the Landing page and the App details header on each respective Addon/app page. Discover, explore, and enhance your experience with our new Apps landing page!
Landing page + search bar video GIF
  • Bulk Delete Customers:
    Introducing a new feature that allows you to bulk delete customer records. Previously, customers had to be manually deleted one by one, but now, in the Customer List view, you can simply select all customer records using the existing checkbox in the upper left corner and choose "Delete" from the "More Options" dropdown. A pop-up warning will remind you of the order data and what information will be lost. Don’t worry, this data will still live for reporting purposes.
Bulk Delete
  • New Background Job Experience:
    Background job notifications have now moved to the header. Look here for future imports and exports as they’re finished. Plus, a new background history page to allow admins the ability to see all previous jobs and their status and ability to download for easier management!
Background job
shipping provider custom api
  • Import/Export of Warehouses:
    Introducing the new CSV import/export feature for warehouses. Quickly add or update warehouse data in bulk, streamlining your operations and saving you time.
  • Import/Export of Blogs:
    Our latest update now allows seamless import/export of blog posts with all applicable fields. No more hassle with APIs - enjoy streamlined bulk management of your blog. Perfect for those migrating WordPress blogs over to your storefront’s CMS.
  • Streamlined Multi-Store Cancellations:
    We're making it simpler to cancel your multi-stores by letting you do it yourself in the admin panel. When you cancel a store, we'll ask what you want to do with your existing orders, customers, reviews, blog content – remove this store from your store options on these records and then we'll automatically adjust your billing details to reflect this change.
FEATURE/INTEGRATION IMPROVEMENTS:
  • Algolia Improvements:
    The Auto Sync Interval setting ensures your catalog is always up to date by automatically synchronizing with Algolia at regular intervals. Additionally, the new Algolia Search Widget allows users to easily add a powerful search feature to their theme without manual code edits, streamlining implementation. For more details, visit here: https://support.americommerce.com/hc/en-us/articles/19455464709659-Algolia
  • Klaviyo Integration Update:
    Updated Klaviyo integration to the latest API.
  • Add Auto Sync Interval for Algolia:
    The Auto Sync Interval setting for Algolia automatically synchronizes your catalog with Algolia at regular intervals, ensuring your search index is always up to date.
  • Added Functionality for Discounts on Subscription Products:
    Enabled the ability to apply discounts to only subscription products and non-subscription products. Plus, exclude discounts from renewals.
  • Subscription Management for Customers in My Account:
    Similar to the orders page in the customer account area, offers a streamlined and user-friendly experience. Manage your subscriptions with ease!
MySubscriptions2
  • Custom Shipping Default Setting:
    We have introduced a new setting that allows custom payment methods to be inactive by default for all multi or micro stores. This ensures greater control and flexibility in managing payment options across your store network.
custom shipping inactive
  • Shipping and Handling Merge Code:
    Introducing the new merge code ##SHIPPINGANDFEES##. This feature combines shipping, handling, and additional fees into a single code. It is now available at the entity level and can be used on the cart, checkout, order confirmation page, and in email notifications such as order confirmation and partial shipment notifications.
  • Google Identity Services Migration:
    In April 2024, Google Identity Services will migrate to FedCM. This transition aims to enhance security and privacy, providing a more seamless and secure authentication experience.
  • My Reviews Page in My Account:
    We have moved the "My Reviews" section to its own dedicated page under "My Account" for better accessibility. You can now manage all your reviews from a centralized location.
  • Saved Carts in My Account:
    The "Saved Cart" has been moved to its own dedicated page under the "My Account" section for easier access and improved user experience.
  • Foundation Theme Update:
    We've updated the Foundation theme's My Account template design by removing login info, changing password, view public profile, account details from the menu, and renaming the theme page menu to match the My Account menu.
  • Google Tag Manager Added to Apps:
    Google Tag Manager has been moved to apps! Now, you can easily configure and instantly deploy tags on your store website directly from an intuitive web-based interface.
  • Seller Active by Cart.com Added to Apps:
    We are excited to announce that Seller Active by Cart.com is now available in Apps! This integration allows you to list your products across all top sales channels directly from one workflow, ensuring your inventory is always up to date in real time.
  • Enabled Product Merge Codes in Product Q&A Emails:
    We have enabled all product merge codes for Product Q&A emails. Previously, confirmation emails could not include the product name or SKU, displaying only the product ID. This update ensures that product names and SKUs now render correctly in these emails.
  • Added "Select All" to Country Filter on Orders:
    We’ve made it easier to filter orders from all non-US countries! The new "Select All" option in the Country Filter on the Orders screen lets you quickly exclude the US without manually checking each country.
  • Updated State Selector for D.C.:
    We have adjusted the State selector to display "D.C." instead of "Washington D.C.”. This change addresses a client concern regarding address formatting, ensuring that "Washington" is only used for the city input, preventing repetitive "Washington Washington D.C." entries.
  • Answers Sort Order in Q&A Widget:
    We've added a new setting to the Q&A widget, allowing you to sort answers by "Oldest to Newest." Previously, answers were sorted by default from "Newest to Oldest." Now, you can choose the order that best suits your needs.
Queston Answers - Sorting of answers setting-20240326-084813
  • Shipping Override in Admin for Breakout Shipping:
    Breakout Shipping now retains Override settings per Shipping Method level, ensuring accurate shipping configurations. Previously, the override was not retained at the order level, but now it is applied correctly at each shipping method level. This improvement ensures accurate shipping calculations and a smoother checkout experience.
BUG FIXES TO RELEASE 2024.1:
  • Resolved Issue: Missing "Ineligible for Purchase by Points" Field:
    We have addressed an issue where the "Ineligible for Purchase by Points" field was missing from the product import and API product endpoint.
  • Affirm Payment Update:
    We've identified an issue where Affirm does not display in micro-stores. Affirm should work with the multi-stores. We are investigating this oversight and ensuring all other payment methods function correctly with micro-stores.
  • Fixed Foundation Shipping Method Display Issues:
    Dropdown Shipping: Resolved an issue where the selected shipping method was not displayed when using the dropdown menu. Breakout Shipping: Fixed the bug where only the first shipping method was displayed, ensuring all selected shipping methods are now visible.
  • Fixed Stone Edge Gift Certificate XML Issue:
    Resolved an issue with the XML file sent to Stone Edge for gift certificates, ensuring proper data transmission and compatibility.
  • Fixed Subscription Display for Multiple Items:
    We have resolved an issue where subscription details for multiple items were not displaying correctly in the new Subscriptions My Account page.
  • Added indication for issues with custom fields at checkout.
  • Fixed API child products not expanding.
  • Resolved category drill-down issues.
  • Eliminated delay when publishing blogs immediately.
  • Corrected order subtotal discrepancies when removing child items from parent.
  • Ensured discount codes marked as "one per customer" cannot be reused in admin-created orders.
  • Adjusted shipping fee calculations in admin order editor after item dimension changes.
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:
1Customer View PayPal
Merchant View:
1PayPal Tracking
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.
Customizable setting
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 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.
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  • 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.
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  • 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.
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  • 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
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  • 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.
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  • 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
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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 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
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