8.8.0 Release Features and Functionality (August 31, 2018)
Marketplace Module
Visual Search Offers Point-and-Click Search and Location of Items in Images
BuyerQuest offers the code and capability for buyers to quickly search and locate items by clicking an image of an item to initiate a search. This Visual Search capability leverages the power of CMS Static Blocks that can be placed on a page or included in a home page widget. Buying organizations may also set up product collections with product tags to offer a set of recommended items associated with an image or area on an image.
The image is set up with the code and coordinates so that when a buyer clicks on the image area, search terms or product tags are used in search to return a set of items the buyer should choose from.
Watch the video below to learn the details of this powerful image-based search strategy.
See Documentation Topics:
Visual Search Uses Images to Locate Products
Content Management (CMS) for Static Blocks
UI Management - Home Page Widgets
Enhancements to Checkout Review Page
The BuyerQuest Checkout Review page benefits from an updated design, resulting in a more useful and intuitive presentation of information and functionality. Buyers benefit from clear display of editing options for content they have permission to view and edit: shipping, billing, and accounting and other line item details such as commodity group .
Specific improvements include the following:
- Clear presentation of Edit function for header and line items
- Clear display of Line Item information
- Product names display in a maximum of two lines, with full product name viewable on hover
- Quantity and Total are more prominently displayed
- Shipping and Accounting information benefit from improved display
- Accounting details display in full on hover
- Commodity Group has been moved to the Accounting column
Display and Update of Billing Location on the Checkout Page
Changes to the Checkout Review page provide the ability to review and update the Billing Location at both the header level and line level for properly permissioned users. The ability to change the billing location supports buyers who may be purchasing for more than one location and who need to use a billing location other than the default. Billing Location may also be set to be the same as Shipping Location.
Watch the video below for a quick overview of the BuyerQuest Checkout Page design and its easy-to-use editing capability.
See Documentation Topics:
Create a Request at Checkout
General Configuration - Shipping and Billing
Payables Module
Credit Memo Integration in Invoice Reconciliation and Approval Rules
Credit Memo information is integrated into the Invoice rules calculation and related areas to display correct remaining balances. Credit Memos are made available to the reconciler with all the documents related to the invoice during reconciliation, providing complete and accurate information needed for this crucial operation.
Sample Invoice Displaying Credit Memo Information
See Documentation Topics:
Reconcile Invoices and Handle Exceptions
Create and View Credit Memos
Purchase Orders (Supplier)
Platform Module
Content Group Detail Page Provides More Visibility into Group Members
The Content Group Detail Page lists information on the users, suppliers, and locations associated with a Content Group to provide more visibility into the entities comprising Content Groups.
Key information on Users, Suppliers, and Locations associated with Content Groups is easily searched and referenced to provide a comprehensive review of content group membership in these three areas.
Watch the video below for details on how to access and review the specifics of Content Groups.
See Documentation Topics:
Content Groups, User Groups, and User Permissions
Create Content Groups
Content Group Selection for OK2Pay, Purchase Order Export, and Transaction Reports
Reports in BuyerQuest are filterable based on Content Group for OK2Pay, Purchase Order Export, and Transaction Purchase Order and Invoice Reports. The ability to filter based on Content Group provides support for Owner/Operator businesses and businesses relying heavily on autonomous business units defined using Content Groups.
Filtering documents by Content Group is configured in Manage Content Groups in the Admin Control Panel. Content groups may be specified when a report is run.
Content Group Configuration - Filter Standard Reports by Content Group
See Documentation Topics:
Create Content Groups
Content Groups, User Groups, and User Permissions
Purchase Order Transaction Report Export
Invoice Transaction Report Export
OK2Pay Export
Cookies Enable Control of Content Display
BuyerQuest enables the use of cookies to control content displayed to users. Setting a cookie can be used, for example, to limit the display of "What's New" content to the first time a user visits a page, as shown below.
Example: Message Display Controlled by Cookie
See Documentation Topics:
Supplier Punchout Order Message (POOM) Extrinsics Mapped to Product Attributes
A configuration added to a Supplier's punchout connection will allow capture and mapping of extrinsics in the Punchout Order Message to product attributes. The values of the product attributes are passed back to the buying organization and stored in the system/
Sample Mapping of Extrinsics in the Punchout Order Message to Product Attributes
See Documentation Topics:
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
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Question: Will my current boosts be ‘lost’?
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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.
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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 Topic: Search Boost and Product Tagging, and Preferred Products
Search Strategies
See the Documentation Topic: Search 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