Add “Details” column to product; Update views and forms
Bug fix for visibility to certain clients:
Product form revisited: new product emails now sent in background; Products marked inactive until image present
Two new brands: "Monza Collection" and "Niki Lauda"
January 2023
Show notes to clients on product view form
New bootstrap 5 / webpacker setup for the system; Upgrade from phased out old API and format. Simplified upload forms across the system
December 2023
New format for emails: notify about new order, new product, product quantity, notify about changes to order, newsletter, new user, cancelled order
Simplified upload forms across the system
Packing list revisited - automatic inventory introduced. Stock is now updated based on shipped quantities
November 2023
Product search by scale
PPOs revisited. « All PPOs » and « Acive PPO » column added; production role access added; xlsx export instead of CSV added.
Inventory Enhancements: addition of warehouse qty / supplier quantity. Modification of product model, product form, inventory index page, inventory upload function. Addition of « received from supplier » button
Setting up group discussion of OMS issues in GitHub with Sandra, Susanna, Joan, Sophia and Susan as members
Additional columns on index page requested by Sophia: Ordered | Shipped | Pending | Stock |
New order emails - change format and make it more attractive using bootstrap_email; updated logo :
October 2023
Product image should be optional, default to 'default.jpg'
Updates of help file
Statistics pages: placements with the same ref code grouped together, stock column removed, results ordered by number of pieces shipped
“Date added” column added to product reports in PDF and XLS.
September 2023
Backup server setup
Inventory pages fixes
Production pages, totals removed
Clients receiving multiple newsletters - fixed
August 2023
Added new columns to product report
Added 2 types of product reports: with and without detail by client
Help file updates
User table in db: Deleted dormant accounts; Reassign orders associated with old ecdbv emails to new apdl.com.hk Delete all ecdbv emails
Production role: added new/changed order emails without prices
Backup server setup: now accessible as https://backup.apdoms.com
Update suppliers for all products based on supplied list
Optimize report generation speed for large reports
July 2023
Sales Statistics pages
Newsletter stats pages
Change CSV/Excel default separators to European standard
Help file update to cover new and updated functionality
Add editable field “Delta” to inventory page for production role
Introduction of new category “packaging” to handle packaging products separately
Create unique index on ‘Name’ in clients table to prevent duplicate clients. Clean out duplicate clients that are in database now.
June 2023
Downloadable client-specific price list (CSV, PDF, XLS) available from "Documents > Price List"
Client order import feature. Instead of manually entering each position in the order, client can now import order from file with 2 columns. CSV, XLS, XLSX are supported formats
"Hot&New" : new section in client pages: shows all products currently scheduled for production in one page and lets customers order directly from this list
Excel (XLS[x]) format import-export support throughout the system
New column 'Pending' in 'Products' and 'Hot&New' pages. It shows number of pieces currently on order
'Weight' and 'Release Date' columns removed on Max' request
preview.apdoms.com site was set up to test new features and for training. Orders are copied from production server overnight.
May 2023
Shopping cart: add quantity to order for each item in product list in client pages
Add full resolution image (client pages)
Fix missing slash in url bug in all emails
March 2023
Sort orders on client Summary page by ref_code, order number
Enable searches in client order Summary page
Fix error with initial price assignment on product creation
Change Scale field on product form from numeric to drop down populated by only select valid values
Add “notify clients” field to New Product Form
Add privileges to “production” role to add/modify products
February 2023
Ordering enhancements: detailed changes are now shown. Each quantity change triggers staff email. History of changes with quantities and ref_codes is kept with the order. Placement cancellation email is sent to staff.
Client Snapshot enhancements: description added, search is now available based on order number or reference code; Sorting now supported for most columns
Default sorting for products is changed to newest first
January 2023
Newsletter bulk email enhancements. Target list is now visible from newsletter management page. Emails are now sent to both subscrebed users and clients associated with them if their email is different
October 2022
Access to european orders and global clients for the role "production"
Newsletter default sort order changed to creation date, descending
September 2022
Delayed async delivery of newsletters. Error handler for bad adresses
Stock column not shown to clients
CSV of product report with stock column
Stock column added to product report; combined pending+active status
Manual prices readded to product form
July 2022
Snapshot page created in client view. It shows only pending orders with product picture and totals
Two new brands added: Gilles Villeneuve and World Champion Collection
November 2021
Low quantity alerts are now also sent to users with "production" role
New product emails are now sent only if there's no other versions of the product in the system
October 2021
Newsletter test/send function added. Now supports attachments
Product index page now shows sortable creation date for the product
Newsletter page created. It replaces client mailer.
New product mailer revisited. Now sends individual targeted emails with pictures.
Preorder button added to client show product page
Email subscriptions added to client model. Accessible from client profile
Image file upload field added to new product form. This field is required
Front page image is now random of 10 most recent images
Navigation bar modified. Logo added
Sept 2021
Order emails are now sent from apdoms777@gmail.com email address
New data integrity function: "Products with outdated prices" to see if there are any products for which new price from matrix was not applied
March 2021
Order reports added to client view
Price changes now also affect partially shipped orders
Missing hamburger menu bug fix
Quantity change emails suppressed for just cancelled orders
Project updated to latest ruby, rails, gems
February 2021
Order search: production role can search for all orders, but price details, client details and POs will not be shown (1)
Product & client reports: CSV export file format updated to include order details in separate colums for itemized reports (3)
Production role related changes: Invoices, prices, clients, other than CN not shown. Prices excluded from pdf reports (3)
Bulk change to orders from price matrix page. All pending orders can now be set to updated prices. All pdfs, except for reports, are regenerated. Prices have to be applied to products before this change. Emails are sent to staff to notify about new totals for affected orders (4)
Self-test added for list of products without price rule (2)
Self-test added for missing price rules (2)
New price matrix with brand included. Search filters for this new matrix. (3)
Shopping cart updated to display correctly on all devices; Some product attributes added (2)
January 2021
Email notification about order change (quantity only) is now sent to all staff members. Separate email notification is sent to client
December 2020
China pages/separate access. CNY support. Product barcodes, QR codes
August 2020
Cancelled order notification email added
Orders can now be marked as 'Paid' to prevent further changes to quantities after payment is received. All placements of paid order are set to 'Active'
July 2020
Help sectin updated
Inventory upload - filled out inventory template can be now uploaded. Stock column will be updated for each product using corresponding value provided in the file
Inventory template - download from inventory index page (button at the bottom)
Pending placement quantity can now be changed by client and staff
About page updated. Client help page updated
Each individual placement in pending order can now be deleted by client and staff
Visibility is can now be set for each product
Prices are removed from new product form. Now updated from rules
Order edit form now has a discount that can be applied directly to the order. Invoice/PO is regenerated on each update
Shipping now can be done from shipping list. See help section for explanation how it works.
Active and shipped orders cannot be deleted from the system anymore
June 2020
Can now differentiate between client made orders and orders made by staff on client's behalf. Client orders are color coded with blue
Shipped quantities are now shown on both reports
"Active" column added to products index page. Help file updated
Partial shipping for order placements. Accessible from both Order and PPO
Landing page shows random product image
Two new columns in inventory: stock and delta. "Ordered" column shows number of Active/Pending orders for the product
Individual positions in Order as well as whole Order can now be marked as "Shipped"
Order detail modal was showing only first 25 positions in the order (paginator default) this is now fixed. No pagination within this modal.
Product report now correctly shows only specific product placement data, not order totals
Image upload page added. Image with known ref_code is uploaded. Thumbnails are generated
Self-test updated; New test for pictures without corresponding product
Product mailer added. Notifies staff and admin about new product creation
"Disable" column in product index for staff
Products can now be deleted only if they don't have associated orders
Individual PPO placements can now be set to "Shipped"
May 2020
12 new reference codes and images
PPOS are regenerated on order cancellation/deletion
Inventory is now adjusted on order deletion/cancellation - only for pending orders
On suggestion for carmodel: in client role: added search in orders by Ref code, client name, Order#, PO and Invoice#
Documents section added to client role main page. Contains client and product reports relevant to the client
Apr 2020
Many new pictures added
Picture processing script updated to support 2 thumbnail sizes and image padding, if necessary
PPO section added to documents
Mar 2020
Placement details added to CSV export; ALL option added for order status in reports
CVS export functionality for Product and Client reports
PPOs now can be exported to CSV file
Multiple active PPOs can now be created
Manual price highlights in products table; Show product modal changed - shows bigger picture
"Last Shipped PPO" column added to inventory
Product reports added. PPOs shown in Documents drop-down
Feb 2020
Production purchase orders added; New "Documents" drop-down instead of "Reports"; PDF PPO is now generated; Inventory column updates
Back ordering added. New backorder column in inventory. Status is now assigned to each position in order and is shown in order details page
Pending orders column in inventory list is now a link that shows all orders with current product
Manual price for select products. If "Manual Price" attribute in product form is set to "Yes", product will be excluded from automatic price setting using price rules. Manual prices are highlighted with yellow background
Shippers added to admin drop-down menu; Orders added to production; Product reports menu added
Invoice tweaks: US/EURO account shown depending on order currency; Currency now shown correctrly in totals/shipping etc. Net Weight line added. Paypal Payment method added
Number of Pending and Paid Orders is now calculated for each product. Both appear on inventory page
Products can now be disabled using "Active" attribute set in product form. Only active products will show in client searches. Delete function for product is disabled.
Inactive products are shown with yellow background in product list
Search box added to inventories page
Product quantity added to product form and now can be changed from there
Inventories updated from xls file provided by Susanna (feb12)
"Invited by" column added to users table; Now shows on index page
Simplified login for known clients; Users are now generated on the fly when invited by staff
2 More product categories added: 'Set' and 'Special edition'
Client searches by price type (eu,eu2, usd2...) are now supported
Cart is now editable; Products can be individualy deleted and amounts can be changed
Cart changes: "Add" button instead of form with quantity; Products added one by one; Number next to cart now shows total number of pieces ordered, not number of unique items; User role-specific views for products
Weight added to product list. "Date Added" column removed.
Product list now has only one price column - Price EU. The same list uses proper client price in client view
Production view of the site now has only one menu - "inventory". Individual product details are shown when clicking on product code
Help file updated with more details on ordering process
Client list now has combined name, no phone number and added tax(%) column
Jan 2020
Table Notes added to allow staff to keep notes about each table. This way Price table will have descriptions of which clients are using which price rules and so forth
5 Different product views for 5 different user categories are now implemented. Users with less privileges will see less details.
5 price models added; Now 8 in total. Tax, weight and shpping cost added. Shipping calculated based on weight and unit shipping cost; Invoice and PO modified to show more fields. See help file for more details
Total, shipping and discount on order details page now show correct currency, determined by client currency setting
Export function expanded. Now includes most important order attributes
Client Help section updated
Order search added. Currently supports searches by partial client name and partial order number, PO and Invoice number
3 new attributes added to order table: Payment Method, Shipping and Discount. All three can be entered from edit order page. Total order value calculation modified accordingly.
Itemized reports can now be generated. They include details of each order.
# of items, and not just products, is now shown in reports;
Dec 2019
Invite link added to Clients index page. This allows staff to send client an invitation to register to OMS, if they are not still registered. As usual, they will have to confirm their email clicking on activation link for their account to become active. Once that is done, client is registered with OMS and can start ordering products
"Data Integrity Check" function added to hamburger menu. This on is used to help staff find missing required fields in product and client tables
Client mailer now has test option: "send mail to staff only" button in preview
Preferred delivery and payment terms are now client attributes. These two are modifiable on per order basis, if required. They will appear on invoices as well as Notes field on order edit form
P.O and Invoces are now generated on order submission and can be downloaded on demand. APD PO/Invoices only at this time. Rough preliminary version
Reports are now functional. Many different filters to create them based on client, time frame, date range etc
Help pages are now divided into sections based on user type. Staff and admin help pages fist version
Admin functions moved to "hamburger" drop-down: Prices, Client Mailer, Export orders. These 3 are only visible to staff and admins
Invoice column added to active order list. Invoice number is generated same way as PO number.
Order status can now be changed by staff and admins directly from orders menu (last column)
Order email formatting changes; new columns added. Button takes to current order instead of order list.
Client mailer is now fully functional. Mails can be sent to 5 groups of clients based on client type
Client mailer prototype; reports prototype; jquery select2 for order drop-down prefill to speed up product search in
shopping cart contents made into a modal; columns added to placements list in orders
Session store added; Shopping cart ordering added; Orders can be created from products page or from orders (add to cart button)
Nov 2019
For logged in clients product profile page now excludes following columns: manager, supplier and prices irrelevant to the client.
EUR/USD exchange is now handled; Totals are converted as per client's currency. Amounts are shown using client's locale
CSV export of all orders is implemented in admin section
Order filter by client added to order index page
show/edit/new pages are now shown as modals throughout the site
Suppliers, managers MVC added
Price rules are now implemented and placed in admin section. 3 different prices can now be applied to all products in database based on scale and category
Product pictures are imported, thumbnails created. New Ref codes are generated during import based on picture file name. Pictures are now shown in order email and on product profile page
4 mailers implemented:
Client Order mailer: sends order confirmation email to the client
Staff Order mailer: sends notification of a new order to the staff users
Low product quantity alert: sends notifications to staff about low quantity of the product
New user registration alert: notifies staff of new user registration
New registered users are now assigned client role automatically if their email is registered in client database and confirmed by them as active
Basic inventory functionality is now implemented. Product quantity can be change on inventory index page