eCELLAR Updates - 2019

Welcome to our eCellar Updates page!

The following enhancements were added to eCellar in 2019: 

Dec 10, 2019

It is with great pride to announce eCellar Allocation capability within Designer Widgets! This was a year+ long undertaking which brings you not only the legacy eCellar Allocation functionality you and your customers expect, but we've also added the following EPIC  NEW features:

• Multiple Allocation Tiers per customer (for Enterprise (multi-brand) clients)
• Shopping Cart Rehydration (if product(s) still available) for abandoned carts across all device types!
• Allocation Tier & Event list additions: New columns including hide functionality (to help you clean up years of tiers & events no longer in play), also highlighting currently active allocation events
• Allocation Event User Definable option fields (for Designer Widgets only):
  • Allow Extra Requests
  • Allow Repeat Extra Requests
  • Minimum Quantity to checkout
  • Buying Presets: Button and/or Preload (on login) for load Max Allocation or Max Allocation/Extra Requests
• NEW Customer Card HOME tab layout showing LTV, Club Status and last order and the new Allocation Tier multi-brand capability

For the full view of the breadth of this deployment, please read on...
Administrative Control Panel (ACP) Updates:
Allocation > Tiers list:
• Now sorts by tier order, then alpha by tier name (so 0's first, 999's last)
• Now modern styled, similar to club tiers list
• New functionality for new allocation_tier.is_hidden db col
• -- List loads with all tiers, hidden ones hidden, 'Show Hidden' tab above table
• -- Clicking 'Show Hidden' dynamically shows hidden tiers in list, switches tab to 'Hide Hidden'
• -- Clicking 'Hide Hidden' dynamically hides hidden tiers in list, switches tab to 'Show Hidden'
• Column Names changes/additions include:
• Tier Name: now shows red asterisk if in use as an ACP or Web Site default for any brand-- Tier Description: column max-width now limited (to improve layouts when descriptions are long)
• New Tier ID
• Current Subscriber Count: was named "# Customers Subscribed"
  (  Note: the count is for all brands (not just the current context))
• New Order Count: new, not filtered by billing status, provided as a reference for why delete not allowed
  (  Note: the count is for all brands (not just the current context))
• New Sort: new, number from tier editor
  (  Note: negative numbers may be used)
• New Hide: new checkbox for hiding/unhiding tier!
  (  Note: checkbox is disabled if tier in use as an ACP or Web Site default for any brand)
• Trashcan now only appears when these are all 0: customer count, order count, event products count, cart count, not an ACP or Web Site default for any brand
Allocation > Tiers > Tier add/edit form:
• Updated to modern layout, similar to club tier add/edit form
• Now includes input field "hints" to explain what's what
• Now includes validation: tier name and sort order are required and sort order must be an integer
Allocation > Events list:
• New features to show/hide and set 'hide' flag for allocation events!
• trashcan only appears when these are all 0: order count, event products count, events_ship_date_count, cart count
• Active event rows (based on start/end date) are now colored green
Allocation > Event edit:
• New section for DW options:
• -- allow requests checkbox & hint
• -- allow repeat requests checkbox & hint
• -- min order qty & hint
• -- buying preset:
• --- radio buttons to set none (default for new events), alloc max, alloc/request max options for:
• ---- showing a button in DW alloc cart editor
• ---- preloading selections in DW alloc cart editor
• Products by tier:
• -- shows search if event has any personal tiers (no longer using tipping point)
• --- search uses new tier assignments table to mark currently assigned tiers for current context with * in results
• --- search > tier delete (option if no orders yet) now deletes from new assignments table
• -- if event does not have any personal tiers, group tiers dropdown is shown: hidden tiers are filtered out
• -- new Request Max info blurb below products table (shows if a tier is selected)
• Revised client side validations for product > add inline inputs (Min, Max, Step, Req Qty)
Company Editor:
• ACP default allocation tier: hidden tiers are filtered out
• Site default allocation tier: hidden tiers are filtered out
Uber Card:
• Allocation tier list: hidden tiers are filtered out
• Current context's default allocation tier (if any) is pre-selected
• New customer tier assignments table used when saving (view results in customer card)
• Saves selected tier (or no tier) for current brand
• Inserts default tiers (if any) for ALL other brands
Customer Card:
• General tab: UI has been overhauled, changes include:
• -- Cleanup of visits/referrals area
• -- Visits/referrals customer names are now links to open customer cards
• -- New stats in header:
• --- last order (date, purchase and billing status, if any)
• --- lifetime value
• --- # of club memberships (regardless of status)
• -- Code now checks for personal tiers (current or historical) when deciding to show trashcan or not
• --- Delete routine now includes new customer tier assignments table
• -- Inputs rearranged per prior User Group discussions
• -- Mailto icon hidden on load if customer has no email address
• -- Send password change link hidden on load if customer has no email address
• -- New Allocations Tier section:
• --- Appears regardless of allocation user perm and client module (no change from previous version)
• --- If Enterprise:
• ---- Each brand is shown with a dropdown to select a tier
• ---- Brand code is used as a label 
  (  Note: If no brand code, client name is used for the label (thus brand codes are recommended))
• --- If not Enterprise:
• ---- One dropdown appears in the Allocation Tiers section, no brand label used/needed (test using a non-enterprise client db)
• --- If no tiers exist, each displayed dropdown contains only the No Tier option
• --- If customer has personal tiers, they are placed first (after No Tier) in tier dropdowns, with tier id in parenthesis, unsorted
• --- Saved tier assignments will have a pencil and magic link icon to the right of the tier dropdown
• ---- Changing the assignment hides the icons until after save
• ---- Changing the assignment back to the original assignment before save re-shows the icons
• ---- The magic link goes to the legacy site for the brand (not enabled for DW sites yet) 
  (  Note: all brands use the same encrypted token in the magic link)
• -- Print view: changed to use new by-brand tier assignments
Allocation > Group Wish Grant > Event list:
• Now filtered by current context
• Ordered by begin date desc, event name
• Includes hidden events
Allocation > Individual Grant > Event list:
• Now filtered by current context
• Ordered by begin date desc, event name
• Includes hidden events
New Customer Search:
• Event list: new (shared) query, sorted by event begin date desc, event name (was using tier tipping point, now is not)
• Tier list: new (shared) query, now loads group tiers only, sorted by tier order then tier name, no tipping point
  (  Note: if selected event has personal tiers, freeform tier name search is shown)
• Tier search: now uses new customer tier assignment table
• No tier: now uses new customer tier assignment table
New Customer Search > Results:
• Magic link goes to site for current brand context (not yet enabled for DW sites yet)
• Delete customer:
• -- now checks for personal tiers (current or historical), shows validation message: "Customer has 1 personal allocation tiers(s)!"
• -- if no personal tiers found, deletes from new tier assignments table when deleting customer
• Bulk modify > Allocation tier:
• -- Tier list: uses new (shared) query, all group tiers (including hidden), sorted by tier order then tier name, no tipping point
• -- Save: changes are made using current context
• Export customers: allocation_tier col now shows either:
• -- A: 'Multiple' for multiple tier assignments
• -- or B: the tier name for one assignment
• -- or C: an empty string for no assignments
Legacy Customer Search:
• Magic link goes to site for current brand context (not yet enabled for DW sites)
• Event list: new (shared) query, sorted by event begin date desc, event name (was using tier tipping point, now is not)
• Tier list: new (shared) query, now loads group tiers only, sorted by tier order then tier name, no tipping point
• -- if selected event has personal tiers, freeform tier name search is shown
• Tier search: now uses new tier assignment table
• No tier: now uses new tier assignment table
Legacy Customer Search > Results:
• Bulk modify > allocation tier:
• -- tier list: uses new shared query, all group tiers (including hidden), sorted by tier order then tier name, no tipping point
• -- save: changes are made using current context
• --- test assigning a tier and setting no-tier
• --- verify (via customer card) that assignments are modified for current context only
• Delete customer:
• -- now checks for personal tiers (current or historical), shows validation message: "Customer has 1 personal allocation tiers(s)!"
• -- if no personal tiers found, deletes from new tier assignments table when deleting customer
• Export customers: allocation_tier col now shows either:
• -- A: 'Multiple' for multiple tier assignments
• -- or B: the tier name for one assignment
• -- or C: an empty string for no assignments

Customer Dedupe:

• Removed Allocation Tier search param
• Removed Password search param
• Now showing list of customer's tier assignments in per-match-group expanded table, using format: 
  "<brand code> or <client name>: tier name", once for each assignment
• Added spaces between subscriptions in club tiers col
Orders > Export extra requests:
- Bug fix: tier name in export was from each customer's current tier assignent, rather than from the tier used for each order
Res Mgr > Reservation > Customer info panel:
• "Alloction Tier" typo fixed
• Panel is now a little wider (so items will be less likely to wrap)
• For Enterprise Clients:
• -- shows all brand > tier assignments as a (<ul>) list
• -- tier names are prefixed with company info > brand code, else full client name (use of brand code's is recommended!)
Res Mgr > Reservations tab:
• Tiers are now listed like they are on reservation > customer info panel
Res Mgr > Requests tabs:
• Tiers are now listed like they are on reservation > customer info panel
POS:
• Allocation events dropdown now shows brand code in parenthesis if present in company info
• -- Event list is sorted by event end date DESC (note: found hardcoded to fetch TOP 30, left it that way)
• -- Default event for loaded customer is TOP 1 active event (sorted by end date) with products for customer's tier assignment for current ACP context
• Allocation tiers dropdown uses new query to get personal tiers (Reminder: tiers are not brand-specific)
• Customer info panel: now shows enterprise tier assignments (follows same display rules that res mgr > reservation > customer info panel does)

Nov 25, 2019

Wine Club Managers:

• IMPORTANT Label change in Shipment page:  In ALL (Standard, ReMix & Custom) club shipment event pages in the ACP (https://www.ecellarservices.com/club/events/), the 'Event Date' has been changed to 'Invoice Creation Date' with a hint icon that states clearly:
  • Orders will not be created for those customers with suspension dates that cover this date, and
  • Orders will be set to Hold Ship to the customer's Hold Shipment Until date if that hold date is greater than the Invoice Creation Date
• Added more fields to the Club Detail Report (requested during the 8/2019 User Groups)
  • After Hold Date:
    • Suspend Begin Date
    • Suspend End Date
  • Before CC Last 4
    • Card Type (Visa, MCard, AMEX, Disc)
    • CC Exp Date (MM/YYYY)
    • CC Name On
  • After Shipping Zip
    • Shipping Phone
    • Preferred Ship Method
    • Please MOVE Cancel Date & Cancel Reason to appear after Signup Date

POS Managers:

• In Terminal Manager, we've added pulldowns for Inventory Transaction Location, Payment Gateway & Gateway Action in the Terminal Setup form (Terminal Manager permission required)

Search:

• Customer->search & Order->Search now point to the new search forms
• Legacy Customer & Order Search moved to bottom of Customers & Orders main navigation

Composite Z Report:

• Added Tip Total line & amount (below House Charge/PO#) to the composite Z report

Nov 18, 2019

• NEW Booking Agent (formerly RSVP Widgets) is now deployed to production, and usable for all Designer Widget-enabled clients who subscribe to Reservations Manager!  New administrative setup tool is located here https://www.ecellarservices.com/calendar/index.cfm?fuseaction=booking_agents with help located here https://help.ecellar1.com/article/427-booking-agent-for-designer-widgets.

Nov 13, 2019

• NEW Campaign Wrapper Manager  - Via Campaigns->Email Wrapper, your winery and/or design agency is empowered to now manage campaign wrappers (upload, download, delete) used by the eCellar Campaign Manager!  To enable, go to Company->User Manager and enable the new 'Add/Download/Delete Wrappers' permission (under Campaigns) for the user(s) you wish to have this ability.  Further help can be found here: https://help.ecellar1.com/article/425-campaign-wrapper-manager
• NEW Custom Receipt Wrapper Download capability - Your winery and/or design agency can now download existing custom receipt headers and footers for editing & re-uploading.  To enable, go to Company->User Manager and enable the 'Custom Receipts' permission (under Orders) for the user(s) you wish to have this ability.

Nov 7, 2019

• POS auto-save credit card toggle - If you don't want credit cards automatically saved to existing customer accounts (default=save automatically) when ringing up new orders in the POS, you can now toggle this OFF on a POS terminal-by-terminal basis.  If you have Terminal Manager access, you can turn this feature off by going to POS->Terminal Admin and editing the Terminal, and unchecking the 'Save New Credit Cards' checkbox.  Otherwise to disable this, please contact support.

Nov 4, 2019

• (Designer Widgets) My Account club join now active - customers with existing records in the database can now join a wine club(s).  For those who try to join in the existing NEW club signup form, a check is done on username/email address, and if it exists in the database, they are then guided to login to My Account to complete.

Aug 13, 2019

• Club Detail report > Add cancel date data to the report and export format
• Club Settlement: Switch links to use new search
• Bulk Auth Capture Log: switch order search links to new search
• Customer Card: Order search link switch to new search
• ResMgr Referral Report addition: Type column displays Customer Type
• Search: Customer search with free form allocation tier name errors when getting criteria - fixed
• Exports: Field additions within existing export - Order Detail Expanded
• Search: Order search with end date and NO start date
• Order Sales Rep: Change pulldown to multi-brand
• Order Sales Rep (POS): Change pulldown to multi-brand

Aug 6, 2019

• Company Info: Master booleans not saved when unchecked
• Ship Compliant Integration: Enterprise enhancements to send up multiple brands with different SC accounts in same session [C#] [db]

Aug 5, 2019

• Designer Widgets Fix - Content: Assets Manager - upload assets by brand
• Reports: Begin/End buttons needed in reports
• Reports: Product Collapsed Report resize fix
• Reports: TR report column total fix
• POS: Auto-insert today's date/time into SHIP_DATE (all pickup orders will now have that same day of pickup/paid)
• POS: Tip Line Format
• Tip Line: Hide Tip Suggestions [db]

Jul 31, 2019

• Full Google (GA/GTM) & Facebook Analytics support added to Designer Widgets storefront - documented here , examples here , setup here.
• Per-Product layout flexibility in Designer Widgets (via CSS classes) added.

Jul 1, 2019

• Quick Search: Change to use new customer / order search
• Reports: Add tip support

Jun 26, 2019

• PMW: Bulk Modify (Orders) - Hold Ship Date
• Open Edge HP EMV: card holder name not captured from chip cards
• Wine Shipping exports needs to use the updated 205 instead of the 202
• Bulk Mailer Order Receipts: Display Payment Pending
• Bulk Mailer standard receipts: Added tip amount
• Company Info: Added club notification emails setting
• Designer Widgets: Added Tip view in Orders (My Account)

Jun 17, 2019

• Enterprise Update: Brand-specific default cust type, source, alloc tier
• Mobile EMV error fixed
• Designer Widgets: Added SiteDefaultCustomerSourceId client setting
• Designer Widgets: Customer Type & Pick Up availability option ignored - fixed
• Designer Widgets > Club Join > tier-specific customer type is not being used - fixed
• Legacy sites: Added SiteDefaultCustomerSourceId setting

Jun 4 2019

• CF Remix: Enable for sub-brands (Enterprise)
• Upgraded jQuery and jQuery UI for better security
• My Account: View Order - added tip support

May 22, 2019

• POS fix: Switching from ship order to pickup doesn't remove shipping $
• POS fix: Hidden payment trashcan should not handle clicks
• POS fix: Shipping Charges revert to $0 when address is changed
• POS fix: Incorrect Shipping Charges switching from merchandise to wine
• Order Invoice PDF: Add tip support
• Payment Exports: Add tip amount

May 8, 2019

• Enterprise Update: Sub-brand support for Custom Receipts
• Enterprise Update: Sales Rep by brand - order lname asc

Apr 30, 2019

• Designer Widgets > Shipping address forms: make postal_code required
• Designer Widgets: navigation bug using button as trigger causes form submit
• Designer Widgets: Improve API validation messages

Apr 17, 2019 
(Tip Line v1 Update)

• Customer Card: Add/Edit Address - remove swipe button
• POS: Remove search by swipe - no longer used with EMV readers
• POS: Add tip line capability for both tablet (iPad) and traditional POS (receipt printer)
• Order Detail: add tip amount
• POS: Terminal Admin: Add tip settings
• POS: Reloaded order does not retain payment amounts - fixed
• POS: UI does not restore address pickers after loading the return UI state - fixed
• POS: Compliance check fails if products have html in the description - fixed
• Reports: New Tip Line Report added to Company Reporting section

Apr 14, 2019 
(Major Enterprise - multi-brand updates)

• Locations editor: enterprise enable [db]
• Club Tiers: enterprise enable [db]
• Campaign List/Editor: add by-brand capability
• Terminal admin: Enable for multi-brand [db]
• Terminal Admin: Add permission for regular users [db] (Terminal Manager launched to client base!)
• Quickpick Sets: Enable for multi-brand [db]
• Users: Default (enterprise) brand assignment [db]
• Customer bulk modify: Store user First/Last name (instead of username)
• TWG: Add brand name after order IDs [db]

Mar 31, 2019

• NEW Open API, allowing secure data exchange between eCellar and third-party vendors.  API Documentation is here.

Mar 3, 2019

• POS: Bar code field exposed in product editor

Feb 8, 2019 
(Major Enterprise - multi-brand updates)

• User Manager: remove master brand name
• Custom club product types: enterprise enable
• POS user quickchange: enterprise enable
• Product Categories: enterprise enable