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8.7.0 Release Features and Functionality (July 31, 2018)

BuyerQuest 8.7.0, released on July 31, 2018, includes a number of feature enhancements.

Overview  

About BuyerQuest 8.7

BuyerQuest 8.7, released July 31, 2018, offers increased functionality in a number of key areas:

  • Custom Product Categories in Main Menu Enabled by Product Tags
  • Commonly Ordered Items Home Page Widget
  • Shopping Cart Page May Feature Custom Instructions Configured in CMS Blocks
  • Home Page Left Menu Colors are Configurable in Marketplace
  • Request Approval Rule Capabilities are Enhanced to Support Owner-Operator Business Needs
  • Manually Mark Invoices as Paid
  • Report on Suppliers' Most Recent Imported Catalog Files
  • Purchase Order and Invoice Transaction Reports Include Header Level Data

These Release Notes offer brief descriptions of each feature. 

For additional information on how to implement and configure a feature, access the Documentation Topics listed at the end of each feature description.

Marketplace Module

Custom Product Categories in Main Menu Enabled by Product Tags

Administrators can create Custom Product Collections by associating products with product tags for display as Categories in the Main Menu.  The product tag can also be configured as a link on the Main Menu, providing a shortcut to buyers to specially selected groups of products.  

Custom categories created for specific purposes expand the offering of product categories beyond the customary UNSPSC-based categories. These custom categories can be configured to satisfy a number of different use cases, such as: time-based - "Spring Maintenance;" to steer buyers to approved products - "Recommended Laptops" or for a targeted purpose:  "Employee Recognition Supplies" or "Safety Gear." They can also be used to group Service Products, such as Lawn Maintenance or Legal Services. 

Product Collections Listed in Main Menu

ProductCollectionsInMainMenu.png

 

Video - Configure Custom Product Categories with Product Tags

Configuring a Custom Product Category for display in the Main Menu is easy and straightforward.
Watch the video below for details on how to configure Custom Categories in the Admin Control Panel. 

See Documentation Topics:

Creating Product Collections Using Product Tags
Content Management (CMS) for Static Blocks

Commonly Ordered Items Home Page Widget

Users can quickly view and reorder the products they order the most often through the Commonly Ordered Items home page widget. The list shows up to 10 simple products and features product Name, Supplier, Price, Unit of Measure, and Quantity, with an Add to Cart button for each line in the list. Commonly ordered items are identified by the number of times a product's SKU was a line item in an order in the past year. 

Products that are no longer available will not be featured in the list. Out of stock and available by quote only items are shown in the list, and the user can view the details of these items. 

The widget serves as an automatic Saved Shopping List for frequently ordered items and provides speed to selection and order for busy buyers. 

Commonly Ordered Items Widget on Home Page

CommonlyOrderedItems.png

Video - Commonly Ordered Items Widget Set up in the Admin Control Panel

Watch the video below to learn how to enable the Commonly Ordered Items Widget on the Marketplace Home Page. 

 

See Documentation Topics:

UI Management - Home Page Widgets
Marketplace Home Page - Shopping and Recent Activity

 

Shopping Cart Page May Feature Custom Instructions Configured in CMS Blocks

Marketplace users benefit from the extended messaging capabilities on the shopping cart page, where customized instructions can be tailored for display and can include, for example, guidance on delivery terms and other messaging to specific content groups. 

CMS blocks on the shopping cart page can be configured at the top and at the bottom of the page. 

Shopping Cart Instructions Blocks at Top and Bottom of Page

BuyerQuest ShoppingCartStaticBlock2018Jul23.png

                                                                                                                                                                                                                                                                               Video - Set Up CMS Blocks to Display Instructions on the Shopping Cart Page

Watch the video below for the step-by-step process for setting up CMS blocks for display on the Shopping Cart Page. 

See Documentation Topics:

Content Management (CMS) for Static Blocks
Manage and View Items in Cart

Homepage Sliders Open in a New Window

Links within the Homepage Sliders have the option of opening in a new tab, depending on user or browser preference. Link behavior preference can be set in the area CMS > Home Page Slider area of the Admin Control Panel. 

See Documentation Topics:

Home Page Sliders - Management 

Saved Search Results Retains View Mode

Saved Search Results reopen in the specific view mode they are viewed and saved. The view mode -- grid, list, or matrix -- is added to the search result URL so that saved searches, when reopened, display the same way as when they were initially viewed and saved. 

See Documentation Topics:

Search Products and Services
View Product and Services Details

Home Page Left Menu Colors are Configurable 

The color scheme used in the display of links in the Marketplace Main Menu is configurable by administrators so as to better align with an organization's branding colors. Customizing the colors in the Main Menu is enabled in the Admin Control Panel, where colors can be specified by name or hex value. 

Customized Colors for Links in Main Menu 

See Documentation Topics: 

UI Management - Configure Custom Themes

Bundle Option Titles Revamped for Improved Display 

Links to Bundle Option Titles have been removed to provide for the display of additional product title information when bundle options are configured. 

Return to Shop by Supplier in Marketplace from Punchout 

Users returning to Marketplace from a punchout supplier will be returned to the Shop by Supplier page instead of to the Home Page.

Platform Module

Request Approval Rule Capabilities Support Owner-Operator Business Needs  

BuyerQuest has expanded the capability of Request Approval Rules by providing for the selection of a single approver when multiple rules are created, each specifying the same conditions. This capability accommodates businesses having a need to define Request Approval Rules with different approvers for the same conditions. 

For example, a spend limit rule may have as an approver a manager for some store locations, but a store owner for other locations. Request Approval Rule configuration accommodates the flexibility needed in the selection of approvers in such situations.

Rules can be linked together as parents and children, so that when the approver for the first rule is not specified, the system evaluates the next (child) rule to determine whether it provides for an approver and so on, until a rule with an approver is found. The first rule with a specified approver in the linked group of rules is determined to be valid and the approver for that rule is notified of the Request. 

See Documentation Topics:

Request Approval Rules Management 

External ID and Name for Content Groups May be Updated

Administrators have the ability to update the External ID and Group Name fields for Content Groups in the Admin Control Panel. Review and maintenance of this crucial information is available when the Content Group is created or edited. 

Edit Content Group External ID and Name

See Documentation Topics:

Create Content Groups

Payables Module

Manually Mark Invoices as Paid

BuyerQuest offers the ability for a buying organization's users to manually move an invoice in payment failed status into paid status. The immediate benefit of this capability is being able to flexibly designate this status change, which allows greater visibility into the status of an invoice. 

Appropriately permissioned users from the buying organization will be able to manually update the status an Invoice to Paid from Payment Failed status. 

Update Payment Failed Invoice to Paid

See Documentation Topics:

User Permissions (ACL)
Validate and Track Status of Invoices 

Platform Module

Welcome Email Offers Clearer and More Relevant Information

The Welcome Email sent to new users has been rewritten and redesigned to increase the relevance and clarity of information. Welcome emails may be configured to include the content group logo or the default logo as specified in the Admin Control Panel. 

See Documentation Topics:

General Emails

Report on Suppliers' Most Recent Imported Catalog Files

BuyerQuest makes available an export listing the most recent successful catalog uploads for each type of file for each supplier. Administrators can set up the report as a cron job or run it manually as often as needed.  The report details, by active Supplier, the date and upload type (full or delta) for each of the catalog file types: Common Fields, Additional Attributes, Tiered Pricing, and Custom Options. 

The report is a critical tool for administrators, providing detailed information for catalog information status review and communication with suppliers to encourage catalog updates. 

See Documentation Topics:

Supplier Catalog Upload Report

Purchase Order and Invoice Transaction Reports - Header and Line Level Data Included

BuyerQuest has enhanced the Purchase Order Transactions Report with header level information included at the line level, including the Bill To and Ship To addresses -- to provide more complete information for accounts payable purposes. 

See Documentation Topics:

Purchase Order Transactions Report Export
Invoice Transactions Report Export

Data Loads, Integration Logs, and Custom Tables Functionality more Accessible in Admin Control Panel 

The BuyerQuest Admin Control Panel benefits from a redesign to provide greater accessibility for administrators to these key areas: 

  • Data Loads - featuring the Data Load Dashboard, Data Load Imports and Exports, File-Based Integrations, Legacy Imports, Scheduler, and Export Queue.
  • Integration Logs - previously known as Connection Reports, featuring all the logs, including punchout, e-procurment, and payables logs, along with email logs, errors, and stats. 
  • Custom Tables - previously known as Punchout Configuration.
Admin Control Panel - Data Loads, Integration Logs, and Custom Tables

ACPDataLoadMenu2018Jul30.png

August 2018 Feature Deprecation - Product Boost   

With the August 2018 BuyerQuest release, Product Boost will be replaced by the Preferred Products functionality, which provides file-based management and removes many of the limitations that restricted the overall usability of Boost.  

Product Tagging has also been extended to support use cases that may have previously been performed by Boost. Both of these features are discussed in detail in the topics referenced below. 

Product Boost - Common Question & Answer  

  1. Question: Will my current boosts be ‘lost’?

    • Answer: No - all items that are currently boosted will remain this way and can be managed in the  CATALOG Manage Product Tags section of the  Admin Control Panel.

  2. Question: Will improvements continue to be made around search management?

    • Answer: Yes!  By deprecating older features, it provides us the bandwidth to deliver rich new features.

Search Management Use Cases  
Search Management   

See the Documentation TopicSearch Boost and Product Tagging, and Preferred Products

Search Strategies  

See the Documentation TopicSearch Tool Enhancements and Strategies

Preferred Products  

Note: Use of the Preferred Products label specified with the color “white” results in no Preferred banner displaying for the products using that label.  However, those  products are moved to the top of the corresponding search results.

Manage Preferred Products Labels  

See the Documentation Topic: Manage Preferred Products

Preferred Products Import  

See the Documentation Topic:  Preferred Products Import

Product Tags and Product Collections  
Product Collections  

See the Documentation Topic: Creating Product Collections Using Product Tags

Product Tag Import  

See the Documentation Topic: Product Tag Import