MOZU JANUARY 2015 SERVICE UPDATE

Transcription

1 MOZU JANUARY 2015 SERVICE UPDATE Release Ntes Vlusin, Inc. 2015

2 Table f Cntents What s New in January 2015 Service Update 3 Mzu Admin Updates 4 General Admin Settings 4 U.S. Military Shipping Zne 4 Grid View Remembers Clum Widths 5 Lcatins 6 Ability t Duplicate Lcatins 6 Custmers 7 View Shpper Accunt Status 7 Change Shpper Accunt Status 7 Change Shpper Accunt User Name 8 Updated Custmer Attribute Behavir 8 Catalg 10 Imprved Out f Stck SEO Handling 10 Prduct Variants Inherit Fulfillment Type frm Base Prduct 10 Categry Cde 11 View Next and Previus Prducts in Prduct Editr 12 Ability t Srt all Facet Values 12 Site Builder 13 Widget Visibility 13 Orders 13 Search Orders by Pending Status r Custmer Infrmatin 14 Custmized Invice and Packing Slip Optins 15 Marketing 15 Maximum Discunt Value Per Order, Maximum Redemptins Per Order 16 Minimum Order Dllar Amunt Cnditin fr LineItem Discunts 17 View Next and Previus Discunts in Discunt Editr 17 Ability t Duplicate Discunts 18 Dev Center Updates 19 Applicatin Develpment 19 Registered SubNav Links Can Nw Pass Cntext Infrmatin 19 Theme Develpment 20 New Query Accessr in Hypr 20 Ggle Analytics Revenue Reprting Shws Crrect Discunted Ttals 20 Integratins Updates 21 Available Applicatins 21 SDK Updates 21 NdeJS SDK (Beta) Nw Available 21 Strefrnt SDK 21 Changes t SDKs 22 VOLUSION CONFIDENTIAL Page 2 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

3 What s New in January 2015 Service Update The fllwing sectins detail all the new features and updates included in the Mzu January 2015 Service Update. VOLUSION CONFIDENTIAL Page 3 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

4 Mzu Admin Updates See what s new in this release fr Mzu Admin. Features are autmatically available unless therwise specified. GENERAL ADMIN SETTINGS General Admin Settings receive the fllwing new features and updates: New U.S. Military Shipping Zne Grid Views Remember Custm Clumn Widths U.S. Military Shipping Zne Use the new U.S. Military shipping zne t easily send rders t any APO, FPO, r DPO address. Yu autmatically receive this feature fr any new tenants and sandbxes that are using a Mzu Cre 6 r later theme, but yu must manually update any lder versins f the Mzu Cre theme t receive this update. The new shipping zne impacts Shipping Znes and Shipping Addresses. SHIPPING ZONES T view the shipping zne: 1. In Mzu Admin, select Settings>Shipping>Znes. 2. Duble-click US Military t view the zne details. VOLUSION CONFIDENTIAL Page 4 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

5 This zne is ready fr yu t use in yur shipping cnfiguratins. If yu are using a previus versin f Mzu, yu can als create the shipping zne: 1. In Mzu Admin, select Settings>Shipping>Znes. 2. Click Create New Zne. 3. Enter US Military fr name and US Diplmatic and Armed Services Shipping Zne fr descriptin. 4. Enter this regular expressin fr Expressin: CuntryCde eq "US" and (StateOrPrvince eq "AA" r StateOrPrvince eq "AE" r StateOrPrvince eq "AP") SHIPPING ADDRESSES This shipping zne is built with a cmbinatin f the US cuntry cde and three new state cdes: AA: Armed Frces Americas (APO/FPO) AE: Armed Frces Eurpe (APO/FPO/DPO) AP: Armed Frces Pacific (APO/FPO/DPO) Fr these state cdes t appear in yur strefrnt in the Cuntry drp-dwn list, yu need t enable them: 1. In Mzu Admin, select Shipping>Carriers and Settings>Eligible Shipping Address Lcatins. 2. Select the AA, AE, and AP state cdes. If yu are using a Cre 6 r later theme, these address lcatins appear in yur Cuntry drp-dwn list. T add the state cdes t yur theme (prir t Cre 6), update the settings.usstates bject in yur theme.jsn file. Grid View Remembers Clum Widths When yu custmize the width f clumns in any grid, yur changes will persist the next time yu lg in. T use this feature: 1. Adjust the width f a clumn. 2. Lg ut f Mzu. 3. Lg back in and navigate t the clumn yu changed. 4. Nte that the clumn width is as yu left it. VOLUSION CONFIDENTIAL Page 5 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

6 Befre: The prduct cde is bscured and the Name field is t wide. After: These updated clumns will persist after lgut. LOCATIONS Lcatins receives the fllwing update: Ability t Duplicate Lcatins Yu can nw duplicate an existing lcatin. Duplicating a lcatin makes an exact cpy f the lcatin, changing nly the name. Fr example, a duplicate f the lcatin Austin Warehuse will be named Austin Warehuse Cpy. T use this feature: 1. Open the lcatin yu wish t duplicate. 2. Select Mre > Duplicate. 3. Enter a new lcatin cde. 4. Save the new lcatin. VOLUSION CONFIDENTIAL Page 6 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

7 CUSTOMERS Custmers receives the fllwing new features and updates: View shpper accunt status frm the Custmer Grid Change shpper accunt user name Change shpper accunt status Updated custmer attribute behavir Mzu cnsiders everyne wh makes a purchase a custmer and lists them in the Custmer Grid. Hwever, any custmer wh creates an accunt when checking ut als has a Mzu shpper accunt. Shpper accunts in Mzu are created in tw ways: During checkut, the shpper selects yur site s versin f Create an accunt fr easy checkut n future rders checkbx and prvides his r her infrmatin. During an ffline rder, yur representative selects the Create shpper accunt checkbx when creating a new custmer and enters the infrmatin. Yu manage shpper accunts frm the Custmers mdule. View Shpper Accunt Status In Mzu Admin, select Custmers. The Custmer Grid displays whether r nt each custmer has an assciated shpper accunt and the status f the accunt. Accunts are either: Active: Shpper can use their accunt credentials t lg in t yur site. Lcked: Shpper has fifteen failed passwrd attempts. Disabled: Shpper credentials are n lnger valid. Change Shpper Accunt Status If yu are a Super Admin, Admin, Order Manager, r Custmer Manager, click a shpper t change their accunt status: VOLUSION CONFIDENTIAL Page 7 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

8 Unlck Accunt: Fifteen failed passwrd attempts will lck a shpper s accunt, preventing him r her frm lgging in t yur site. Select Unlck Accunt and Save t re-pen an accunt. Changes are immediate, and a shpper may then re-enter their existing lg in credentials. Disable Accunt: Yu may need t disable a shpper accunt t prtect yur business frm fraudulent activity, r a custmer may ask yu t disable an accunt. Select Disable Accunt and Save t immediately prevent a custmer frm using their lg in infrmatin n yur site. Yu can re-enable the accunt by unchecking Disable Accunt. Reset Passwrd: Click the Reset Passwrd buttn t send an t the shpper prmpting him r her t reset the passwrd. Resetting the passwrd als unlcks the accunt. The custmer details page shwing an Active accunt. Nte: If these ptins are unavailable n a custmer s detail page, he r she has nt created a shpper accunt. Change Shpper Accunt User Name Mzu uses the shpper s address as the shpper accunt user name, and yu can update this user name at any time. In Mzu Admin, select Custmers. Click n the custmer yu want t edit, enter a new username, and click Save. Nte: The User Name field is unavailable in custmer recrds withut shpper accunts. Updated Custmer Attribute Behavir Custmer attributes help yu gather and recrd details abut yur custmers. Fr example, yu might want t track whether r nt custmers are satisfied, r yu might want t save their frequently used infrmatin, such as what size f t-shirt they wear. Attributes can be either details yu enter and keep private in Mzu Admin, r they can be listed publicly n yur strefrnt s shppers can enter r select their infrmatin. Fr example, yu might want t keep custmer satisfactin internal, but yu might want shppers t select their t-shirt size frm a list n their My Accunt page. VOLUSION CONFIDENTIAL Page 8 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

9 This service update includes UI changes t custmer attributes n Cre 6. We ve remved the This attribute is required ptin. This ptin will be cnsidered False n all existing attributes. Attributes cannt be required. We ve remved the Hide in Website checkbx; the existing Display Grup drp-dwn menu nw cntrls where the attribute is displayed. Any attributes that were cnfigured t display in Admin and Strefrnt and had Hide in Website set t True will nw be visible in the strefrnt. We ve added the Value Surce drp-dwn, where yu can select wh can enter values fr this attribute. T use these features when yu re creating an attribute: Chse a Display Grup Admin & Strefrnt: the attribute is visible t Admin and Strefrnt users (shppers) Admin Only: the attribute is nly visible t Admin users Chse a Value Surce Shpper Entered Admin r Shpper Entered Admin Entered Nte n Yes/N inputs displayed n the strefrnt: Yes/N attributes default t N in the strefrnt. This culd result in undesirable appearance fr attributes that have nt been input. Fr example, a Yes/N field asking if custmers are satisfied will display as N n the strefrnt, even if the admin r the custmer has nt selected N. VOLUSION CONFIDENTIAL Page 9 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

10 CATALOG The fllwing features are new fr Catalg: Imprved Out f Stck SEO Handling Prduct Variants Inherit Fulfillment Type frm Base Prduct Categry Cde View Next and Previus Prducts in Prduct Editr Ability t Srt All Facet Values Imprved Out f Stck SEO Handling Pages fr hidden prducts (prducts yu have set if ut f stck t Hide Prduct in Stre) nw appear when a custmer navigates t them. This previusly resulted in a 404 errr. Nw the custmer can see the prduct page, but cannt add the item t their cart. Hidden prducts will remain hidden in search and categry pages, benefitting site SEO. Prduct Variants Inherit Fulfillment Type frm Base Prduct When yu create prduct ptins, each ptin s default fulfillment type is nw Same as prduct, reducing the need t manually edit the fulfillment type f all prduct variants. If a prduct variant s fulfillment type differs frm the base prduct s, yu may still edit the fulfillment type in Prduct Optins. T use this feature: Creating a Cnfigurable Prduct with Optins If all prduct variants have the same fulfillment type as the base prduct, make n changes. If sme variants have different fulfillment types, edit thse variants in prduct ptins. Editing the Fulfillment Type f the base prduct All variants with fulfillment type Same as prduct will reflect the change. Any variants with ther fulfillment types will nt change. VOLUSION CONFIDENTIAL Page 10 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

11 In the fllwing example, the black variant will keep the In-Stre Pickup fulfillment type, even if the base prduct s fulfillment type changes. Categry Cde Categries nw have an ptinal Categry Cde field. The Categry Cde serves as an identifier fr theme and applicatin develpers. T use this feature: Yur existing categries will have a categry cde autmatically assigned. When yu create a new categry, yu can manually enter a cde, r ne will be assigned. If yu manually enter a cde, it must be: unique less than 30 characters cmpsed f alphanumeric characters, dashes, and underscres VOLUSION CONFIDENTIAL Page 11 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

12 View Next and Previus Prducts in Prduct Editr Yu may nw brwse thrugh prducts in the Prduct Editr, enabling yu t quickly examine r make changes t multiple prducts. T use this feature: Edit a prduct. Use the arrw buttns in the upper right t navigate t the next r previus prduct. Nte: If the next and previus arrws are nt displayed, refresh the page. Nte: The rder f prducts in the brwse matches the srt rder f the Prduct Grid. Best practice is t srt the grid by a parameter yu will nt be changing, like the prduct cde. Ability t Srt all Facet Values All prduct attributes can nw be srted. T use this feature: 1. In Site Builder, hver ver yur site and select Edit. 2. Navigate t the navigatin categry yu wish t srt facets in. 3. Select Settings. 4. In Facets, select the settings icn fr the facet yu want t srt. Available srt methds depend n the data type f the attribute: String Alphabetical: A t Z Alphabetical: Z t A Numeric Numerical: Lw t High Numerical: High t Lw Blean Alphabetical: A t Z Alphabetical: Z t A VOLUSION CONFIDENTIAL Page 12 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

13 SITE BUILDER Site Builder receives the fllwing update: Widget Visibility When yu drag a widget frm the Widgets menu int a drpzne, yu can nw see the widget icn, making it easier t see which widget yu ve selected. T use this feature: In Site Builder, drp a widget nt a page. Nte that yu can see the widget icn yu selected as yu mve it int the drpzne. ORDERS The fllwing features are new fr Orders: Search Orders by Pending Status r Custmer Infrmatin Order Header Updates Custmized Invice and Packing Slip ptins (manual) VOLUSION CONFIDENTIAL Page 13 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

14 Search Orders by Pending Status r Custmer Infrmatin Yu can find rders faster with the new quick filter search fields: Pending Status Unpaid Order Custmer First Name Custmer Last Name Custmer T use these new filters: 1. In Mzu Admin, select Orders. 2. Click the Quick Filter icn and select the filter drp dwn r field yu want t search by: a. Pending Orders: The Pending Orders filter searches ffline rders by default. Change Order Type t search fr nline r all rders. b. Unpaid Orders c. Custmer Infrmatin: Enter the custmer s first name, last name, r address int the crrespnding fields. 3. Click Filter t view the results in the Order Grid. VOLUSION CONFIDENTIAL Page 14 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

15 Order Header Updates The rder header cntains a summary f rder details, which nw includes the shpper s address. The Order Header als displays a Pending Amunt, the ttal f any nn-captured payment transactins. This field nly displays if there are pending rder transactins that have nt been captured n the rder. T view these updates, click n any rder in the Order Grid. Custmized Invice and Packing Slip Optins Custmized invices and packing slips help reinfrce yur brand t custmers. Yu can custmize the frmat and layut f yur invice and packing slips by using the Mzu Cre theme templates in Site Builder r by manually updating yur theme. USING THE MOZU CORE THEME TEMPLATES IN SITE BUILDER 1. In Mzu Admin, select Site Builder. 2. Hver ver yur theme and select Edit. 3. Select Orders Templates>Order Details r Orders Templates>Packing Slip. 4. Add yur site name, address, and URL. Click Save. Yu can verride the templates fr invices and packing slips with any frmat and style yu want t add, such as yur cmpany lg, a fter with yur cmpany cntact infrmatin, and s n. Make these changes in the crrespnding Hypr template files in yur theme. MARKETING The fllwing features are new fr Discunts: Maximum Discunt Value Per Order and Maximum Redemptins Per Order Minimum Order Dllar Value Discunt Cnditin Ability t Duplicate Discunts VOLUSION CONFIDENTIAL Page 15 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

16 Maximum Discunt Value Per Order, Maximum Redemptins Per Order Refine yur discunts t limit redemptins and discunt ttals. Set limits n the dllar value f a discunt and the number f times a discunt can be redeemed in an rder. Yu may use either r bth limits in a discunt. Maximum Discunt Value Example A 10% discunt n a $300 prduct results in a $30 discunt. If Maximum Discunt Value is set t $25 fr the discunt, the custmer will receive nly a $25 discunt acrss the rder. Maximum Redemptins per Order Example A Buy a Camera, Get a Lens Free discunt with a Maximum Redemptins per Order set t 2 wuld cap the discunt t 2 lenses per rder, regardless f the number f cameras in the rder. T use these features: When creating a discunt: specify a Maximum Discunt Value in dllars t limit the value f a discunt. specify a Max Redemptins per Order t limit the times a line item discunt can be applied t an rder. VOLUSION CONFIDENTIAL Page 16 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

17 Minimum Order Dllar Amunt Cnditin fr LineItem Discunts Yu may nw create line item discunts with the cnditin f a minimum rder ttal f X dllars. T use this feature: Cnfigure a discunt that applies t a line item. Under Discunt Cnditins, specify a Minimum Order Amunt. Example: Shpper receives $25 ff f any cycling jersey with any rder ver $150. View Next and Previus Discunts in Discunt Editr Yu may nw brwse thrugh discunts in the Discunt Editr, enabling yu t quickly examine r make changes t multiple discunts. T use this feature: Edit a discunt. Use the arrw buttns in the upper right t navigate t the next r previus prduct. Nte: If the next and previus arrws are nt displayed, refresh the page. Nte: The rder f discunts in the brwse matches the srt rder f the Discunt Grid. Best practice is t srt the grid by a parameter yu will nt be changing, like the discunt name. VOLUSION CONFIDENTIAL Page 17 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

18 Ability t Duplicate Discunts Yu can nw duplicate an existing discunt. Duplicating a discunt makes an exact cpy f the discunt, changing nly the name. Fr example, a duplicate f the discunt 15% Off Cameras will be named 15% Off Cameras Cpy. T use this feature: 5. Open the discunt yu wish t duplicate. 6. Select Mre > Duplicate. Nte: If the discunt yu are duplicating uses a cupn cde, yu will be prmpted t enter a unique cupn cde. VOLUSION CONFIDENTIAL Page 18 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

19 Dev Center Updates Dev Center includes updates t applicatin and theme develpment. APPLICATION DEVELOPMENT Applicatin Develpment receives the fllwing update: Registered SubNav Links Can Nw Pass Cntext Infrmatin SubNav links that an applicatin registers can read cntext infrmatin frm the page, allwing fr imprved user experience. Adding cntext t yur cde t invke a SubNav link will allw yur applicatin t receive the cntext frm the recrd r page the user is n. Yu can als use cntext t determine which cntext the link is active in. This image shws a SubNav link fr an applicatin called Discuntdwn. Because the user is nt in a discunt recrd, they cannt select View Discunt Perfrmance. T use this feature: Add a requiredcntext t yur call t invke a SubNav link Example (frm.net SDK): } var subnavlink = new SubnavLink { ParentId = Parent.Orders, Href = String.Frmat("{0}/rders",_appUrl), Path = new []{ "MyApp", "Orders" }, RequiredCntext = Cntext.Orders WindwTitle = "My Extensin App Orders" }; _extensinhandler.addupdateextensinlinkasync(tenantid, subnavlink).wait(); Available cntexts are belw. These parameter fields are validated based n which sub mdule the link is being registered fr, nly allwing the parameters belw. Order Order ID Order Number External Order Number Custmer Custmer Name Custmer ID VOLUSION CONFIDENTIAL Page 19 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

20 Stre Credits Custmer ID Credit Cde Catalg Prduct Cde Catalg ID Prduct Type Prduct Usage Custmer Custmer ID Custmer Accunt Shpper Accunt Lcatin Lcatin Cde Lcatin Type Discunts Discunt ID Cupn Cde Custmer Segments Custmer Segment ID Custmer Segment Cde Custmer Segment Name THEME DEVELOPMENT Theme Develpment receives the fllwing updates: New Query Accessr in Hypr Yu may nw access the URL query string as an bject in Hypr, using {{pagecntext.query.qskey}}, where qskey is the key f a query string value. This allws yu t implement custm paging r drive behavirs n yur page based n query strings. T use this feature: Use the query prperty f the pagecntext Hypr tag t access URL query strings Fr example, the URL fr the secnd page f a results n a categry page may lk like this: T access the startindex f the URL in a Hypr template, use {{pagecntext.query.startindex}} By default, the returned query string values escapes the fllwing characters: Characters between tags, including </>, <!>, <?> # & + Yu can include all characters in the query string value by using the safe filter: {{pagecntext.query. safe}} Ggle Analytics Revenue Reprting Shws Crrect Discunted Ttals The Mzu Cre theme has been updated t allw Ggle Analytics ecmmerce reprting t accurately reprt revenue fr prducts with discunts applied. Line-item level discunts are nt directly supprted in Ggle Analytics. As a wrkarund, the Cre theme nw adds an extra Ggle Analytics transactin item with a negative price fr each line-item discunt. All themes inheriting frm Cre 6 r later receive this update. VOLUSION CONFIDENTIAL Page 20 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

21 Integratins Updates Integratins receives the fllwing updates: Available Applicatins SDK Updates AVAILABLE APPLICATIONS Visit t learn mre abut applicatins available fr integratin with Mzu. Visit t find links t the Mzu In-Stre Sales Assistant and the Mystic Sprts strefrnt. In-Stre Sales Assistant App: An extensin f the Mzu platfrm giving sales assciates immediate access t prduct, custmer and rder data. It is designed t help sales assciates be mre respnsive t cnsumer needs. Mystic Sprts: A Mzu strefrnt cmplete with prducts and custmer data designed with current best practices. Use this strefrnt t learn mre abut the Mzu platfrm. SDK UPDATES NdeJS SDK (Beta) Nw Available The Mzu NdeJS SDK is nw available n Nte that this SDK will have limited supprt and dcumentatin while in beta. Strefrnt SDK The JavaScript SDK is nw the Strefrnt SDK. VOLUSION CONFIDENTIAL Page 21 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.

22 Changes t SDKs The fllwing SDKs were refreshed fr this release: Java.NET Yu can view changes fr this release at: VOLUSION CONFIDENTIAL Page 22 f 22 Access t this infrmatin is permitted nly fr authrized business purpse by authrized persnnel subject t cnfidentiality and nndisclsure prvisins.