EvolutionX Release Log 2024

Enable credit card payments for TIMS split orders: This toggle will be disabled by default, maintaining the existing behavior where credit card payments are not permitted on split orders. However, when the toggle is switched ON, credit card payments will be allowed for split orders within the tax lookup, providing additional payment options to users.

NOTE: To ensure you can take advantage of this new toggle, contact TIMS API support. (timsapi@cu.net)

PO and Alternative PO Field | Custom Names

Custom names for both PO and Alternative PO fields to be set at a role level and then displayed to the user as they progress through checkout.

Private Roles

Store admins can now configure private roles for individual users by combining specific permissions without creating a new named role. This keeps the general roles list clean and scalable, while allowing unique, user-specific configurations. Private roles are visible only to the assigned user and cannot be shared across multiple users.

TIMS | "Orders in Progress" and "Completed Orders" filters

General US, we’re excited to announce enhanced filtering options for the "Orders in Progress" and "Completed Orders" screens! You can now filter orders by Reference, Web Order, Date Range (From - To), PO Reference, Shipping Address, and Shipping Name, making it faster and easier to find exactly what you need.

DDMS - Type '5' swaps release: We're pleased to announce the support of DDMS type '5' swaps. With a type 5 swap, EvolutionX treats it as a suggestive swap and the item price remains the same as the original item. Type 5 has a DDMS preset code of "S". Read more

New Admin Login Experience: An improved login experience designed for easier account access.

Global permission to hide credit card payments: A new global permission has been added to roles, allowing the option to hide credit card payment methods during checkout for users assigned to that role. Read more

Other Customer Account Access: Allow users to access accounts which are not related, or a child of their own account can now be enabled in user settings. Read more

Default PO Locked: This is a role permission that, when enabled, locks the Default PO Number field during the checkout process. By locking this field, users are prevented from editing or removing the preset or default Purchase Order (PO) number. Read more

Remittance "Mark As Processed" button: If a remittance is processed to the ERP but the status on EvolutionX remains as ‘Paid’—whether due to a timeout, or manual processing in the ERP—you can now manually update it by clicking the new 'Mark as Processed' button. This feature ensures accurate tracking within EvolutionX. Read more

Vpress Coreprint: We've made improvements to the Coreprint App to allow the background colour of the modal to be set so the item being customised can be viewed more easily. In addition we can now display mutli-page proofs to allow the user to check and approve their work.

DDMS Account/Department PO Required: When logging in or changing the logged in account, a request will be made to the /customer endpoint to check the poRequired field, If the field has the value "D" only the departments will be listed in the popup. Read more

DDMS Exempt from min order : Added the reading of the exempt from min order charge parameter in the /customer endpoint, to override the shipping options with the "Free shipping" option if the customer has this parameter set to true. Read more

Cost Center Toggle to Manage at the Parent or All Current Customer Accounts: A new toggle in the Settings → Store Preferences → Customer allows the customer record to manage cost centers on the storefront at either the current customer account or the parent customer account only. This is recommended to be on for DDMS Customers. Read more about DDMS Cost Center Sync.

TIMS App | "Eprocurement System - ED 058" toggle: "Eprocurement System - ED 058" toggle was added to the TIMS App. If the customer is using the new "Eprocurement System - ED 058" functionality in TIMS, this toggle must be enabled in the EvolutionX App Store to ensure that TIMS processes the order correctly. Read more

DDMS Order by and Attention: Added Order by and Attention columns on DDMS live order list, order view and order print.

DDMS Volume Discounts: Dynamically display customer discounts in a customizable widget and at checkout.

DDMS Order Tracking: Order tracking information stored in DDMS will be displayed on the storefront for your users when they view the order detail page for any order. This also includes signature and image of delivery when available.

Live Pricing Product Badges: This dynamic tool allows the display of badges on items based on live pricing source methods, helping you easily identify special pricing. This feature is currently working for DDMS ERP, TIMS ERP, and DIY Integration App.

Read more

Red Falcon Integration pre-paid order Support: We have enhanced our Red Falcon API integration to support sending payment details for pre-paid orders. This feature ensures that any "charge now" setup for credit card gateways is properly recorded in Red Falcon. Additionally, we have implemented support for pre-auth transactions with Paya Connect and Net1 gateways. Read more

Loader Icons: we have introduced a new and improved loader icon known as "Spinner Sharp". Read More

Remittance Admin screen new filters: we have introduced new filters on the Remittance Admin screen: All Paid Transactions, New, Paid, Processed, Applied!

Removed Disregard Swaps button: Removed "Disregard Swaps" button for forced swaps.

Low to High Sort for Live Pricing: This new feature will enable your storefront customers to use low to high sort on your ERP live pricing pages.

HubSpot v2 - Enable Sync and Create only Account Name: We've added two new options to the HubSpot v2 app. The 'Enable Sync' option allows customers to test synchronization between EvoX and HubSpot without sending all data immediately. The 'Create Only Account Name' option ensures that account names in HubSpot remain unchanged when updates are made in EvoX.

New toggle 'Notify Orders On Hold on DDMS': We have introduced a new toggle feature in the ECI DDMSPLUS app called Notify Orders On Hold on DDMS. This toggle allows dealers to choose whether they want to receive email notifications whenever an order is placed On Hold upon creation in DDMS.

Read More

JWT Customer Link for Single Sign-on: New app to integrate external links to the store with JWT-based SSO.

Read More

New variable added to 'Account Display Format' setting: New variable '%parentCustomerName%' can now be used to customise your account switcher header.

Read More

Remittance Admin screen: Now, in Admin, it is possible to track remittances created and paid in the storefront. In the remittances list, you can view user details, the remittance total, and the remittance status. Additionally, you can search for a specific Invoice ID.

Important: The Remittances section is available only for stores with live invoice lookup enabled.

Read more

OAuth2.0 New Type - Client Assertion: Our system now supports a new OAuth2.0 approach. Client Assertion using JWT leverages assertions in the OAuth2.0 authentication system. OAuth2.0 Article.

Generate Statement & Statement List Support for DIY: We now support Generating statements & Statement list for customers using the DIY integration.
​Read more

New BMI ERP integrations: We have implemented a new ERP system. Currently, we have Live Orders, Live Invoices, Customer Overview, Checkout Live Departments, Customer Sync, Address Sync, and Order Submissions. More features will be added in the future.

DDMS Order Mapping, "Ship To Name" new dropdown value: We've added a new dropdown option for the "Ship To Name" field: "Select the first value found: shipping_address.company or .title or .name". This option sets the "Ship To Name" based on the following priority: shipping_address.company, shipping_address.title, shipping_address.name

This setup is recommended for B2C stores.

TIMS API Invoices visual behavior: from now on in the invoices screen, all TIMS stores will load the Invoices docs and PODs separately.

DDMS Registered Guest Users: We've implemented a similar logic for an Evox guest user for every Evox account that doesn't have an account number. The registered guest user functionality will impact Live Tax calculations in the checkout process and during order creation.

TIMS API Invoices Date and ID Filters:With our latest update in the invoices screen, you can now filter Invoices by ID and by date range. Note: At the moment, the Unpaid invoices are not filtered by selecting a date range because of a TIMS limitation

DIY Integration: Know is possible to download invoices from an external endpoint, invoices can also be printed from invoices list.

Store Preferences: Store preferences decomposition into tabs and reorganization by category, enhancing loading times & overall performance.

Audioeye Web Accessibility: Become compliant with out new Audioeye App. https://docs.evolutionx.io/en/articles/9065313-audioeye-integration

CampaignOne (SP Richards): Grow your user base with SP Richards CampaignOne Advantage App. https://docs.evolutionx.io/en/articles/8895257-campaign-advantage-one-app

Unsplash and Image Editing Features: You can now search and find unsplash licensed images inside your EvoX store. Then you can edit them using our Media Manager tools. https://docs.evolutionx.io/en/articles/9149798-unsplash-images

TIMS API order mapping: Now you can customise some of the mapping fields according with the customers needs in the TIMS API order mapping

Enable Requested Delivery Date: Allow your customers to specify a preferred delivery date for their order.

Customer Balance Payments: Payment on account option on the customer overview page for DIY ERP.

DDMS off catalog items for quick order: Off catalog items can be added from the quick order tool.

Live Pricing Fallback: New css class to enable custom design when live pricing fails

Current Account Display Format: Now you have the possibility to costumize the account displayment for Storefront top bar, account switcher, menu and admin login.

Email Templates: New variable {remove_line_item_prices} added

Vpress Coreprint guest users: Guest users can now customize products and place orders with Coreprint items.

Recurring Order Promotions are now available

New data in the invoice payment email template: From now in the payment confirmation email template the following data is available: "Card Last 4", "Exp month", "Exp year", and "Card brand"

Flooring Calculator: Streamline your flooring projects with precise material estimates tailored to any space.

Bricks/Blocks Calculator: Simplify wall construction with accurate calculations for bricks, blocks, and mortar needs.

Nuvei Payments: You can now use the Nuvei payment gateway through our Eci Solutions partnership. Contact us about the offering.

PayFabric: You can now activate PayFrabric payment gateway. This can be used for a Microsoft Business Central integration.

VAT Toggle: Show your customers a toggle that allows them to display prices incl or excl VAT values on the storefront.

HTML Widget Upgrade (Admin): Allow for variable types within the HTML widget. This makes it easier for the user to input the needed content within the admin. https://docs.evolutionx.io/en/articles/6036761-html-widget-custom-variables

Do It Best / Orgill App: You can now enable DIB and Orgill Catalogs using our new authorized partner apps in the AppStore. These are restricted Apps, so contact customer success to enable them.

Display UOM field for products: The display UOM field can be used by Spruce Live price customers where they want to show another UOM that is not used for pricing when added to the cart but is pulled from their Spruce ERP. https://docs.evolutionx.io/en/articles/6872987-eci-spruce-erp-integration#h_abdeb26ca5

Failed Live Price Request Fallback: If the ERP live pricing endpoint is down or otherwise cannot return a valid response then all items requested are priced using the behavior set in this option. https://docs.evolutionx.io/en/articles/5144911-live-pricing-fallback#h_9bf3cc5e8f

Badge count: Specify more than 2 badges to be shown on your storefront. https://docs.evolutionx.io/en/articles/1860581-product-badges#h_3e65099905

Opayo new urls: As Opayo continues its journey as a vital part of Elavon, we've made the needed changes to the URLs used for transactions. This change, is now completed ahead of the 31st March 2024 deadline.

New Media Manger: we hope you like our updated media manager.

Spruce Fixed Length tally items: new tally item supported. https://docs.evolutionx.io/en/articles/8612987-product-options

Spruce Convenience fees: Toggle to charge convenience fees in on account/invoice payments. https://docs.evolutionx.io/en/articles/6872987-eci-spruce-erp-integration#h_2a1ee90e07

DDMS Item Swaps for quick order: Quick order will replace forced swaps automatically for when adding products either manually or via CSV import https://docs.evolutionx.io/en/articles/5315022-eci-ddms-erp-integration#h_16ee4942f4

Increment Cart Qty Only: Default adds a new line item with every add to cart. Enabling will show an item only once in the cart and only increment qty. https://docs.evolutionx.io/en/articles/8796899-increment-cart-qty-only

TIMS integration now supports a new unpaid and all filter for invoices. Unpaid is the default value which will return invoices faster and is the most common records requested by users.

New Account Quick List Items Import Template — The import of items in an account quick list now supports item Groups. These are optional fields, read more here.