Multi-Company Contacts and Pricesheet Filters

Contacts can now be associated with multiple companies. Long list of bug fixes and UX optimizations.

New Features

• Removed the B2C customer tab from the user selection when assigning users to a pricesheet, as customized pricing does not apply to B2C customers. (Backoffice)
• Removed the priority field from pricesheet details, simplifying priority management to be handled exclusively via drag-and-drop. (Backoffice)
• Added functionality to hide the tax ID column in the taxes listing using the listing column editor. (Backoffice)
• Added a close option to the filter side menu in the pricesheet view for contacts, companies and customers. (Backoffice)
• Updated pricesheet filters to support filtering by contactIds, companyIds and customerIds. (Backoffice)
• Added the ability to set a product to "Price on request" in the product details pricing tab. (Backoffice)
• Enhanced the CRM module to allow back office admins to manage multiple companies for a single contact, including assigning, editing and removing companies. (Backoffice)
• Updated the User Management module to display multiple companies for each contact. (Backoffice)
• Updated the label in the Discount tab of the pricesheet, changing the field from 'Valid to' to 'Expires on' for clarity. (Backoffice)
• Updated Order Management to modify the Shipping method and Status dropdowns in the order edit screen. Both dropdowns now list items based on predefined values from a valueset for consistency.
• Restricted the assignment of order statuses to order status sets to only be configurable from the OrderStatusSet tab. (Backoffice)
• Improved the visibility of the language field in the product description tab to make it clear that it is a clickable drop-down menu. (Backoffice)
• The export catalogue feature in PIM now includes minimum quantity, supplier and orderable status in the Excel file. (Backoffice)
• Added functionality to the Sales Portal allowing account managers to view the product catalog as a specific Contact and Company, applying the relevant pricing and order list restrictions. (Sales Hub)
• Updated the Sales Portal to store quotes and orders based on both contactId and companyId, ensuring correct pricing and product restrictions are applied. (Sales Hub)
• Added functionality in the Sales Portal to display product bundles when previewing products. The "Recommended combo deals" section has been renamed to "Bundles" for consistency. (Sales Hub)
• Added the ability to filter requests, quotes and orders by their respective external IDs. (Sales Hub)
• Cleaned up tables in Quotes/Orders/Requests by removing user ID and type. Cleaned up Companies by removing COC, tax number and notes. (Sales Hub)

Bug Fixes

• Resolved an issue where searching for a pricesheet did not return results. (Backoffice)
• Corrected a problem where carrier rules were displaying the same list as incentives. (Backoffice)
• Addressed a bug that caused the application to break when moving a product to the same category. (Backoffice)
• Fixed an error where saving an attribute without making changes would display data from another tab. (Backoffice)
• The class filter in product listings no longer breaks the application and now works as intended. (Backoffice)
• The price filter in the catalog has been repaired to properly reflect the input values. (Backoffice)
• Corrected the issue where incorrect company information was shown in the Order/Quotes listing. (Backoffice)
• Addressed the problem where the search term was lost after changing the number of items shown in the order management listing. (Backoffice)
• Ensured that the page view setting is retained when filtering orders, instead of reverting to default. (Backoffice)
• Category folders are now immediately visible after creation or renaming, without requiring a page refresh. (Backoffice)
• Improved the user feedback in the PIM module when searching for products. (Backoffice)
• Resolved an issue with the explain price feature where selecting a contact was not functioning properly. (Backoffice)
• Ensured that pricesheets now prevent setting a fixed price for a category, with the correct discount options appearing for each type. (Backoffice)
• Resolved an issue where companies could not be deleted in User Management. (Backoffice)
• Corrected a bug where opening a pricesheet from the user management section resulted in a 404 error. (Backoffice)
• Fixed a problem where changes made to bundle options in the product pricing tab were not saved. (Backoffice)
• Contacts can now be created and updated without errors.
• Enhanced the taxes overview by adding tax code, percentage and country names, and renamed "Ratio, %" to "Percentage" for clarity. (Backoffice)
• The pricesheet search bar now clears properly and displays all results when the search input is removed. (Backoffice)
• Users can now unassign pricesheets from companies, contacts or customers without deleting the pricesheet itself. (Backoffice)
• Added the option to delete product groups in the storefront tab, ensuring consistency with the cross/upsell functionality. (Backoffice)
• Fixed issue with customer pricing not working in the Sales Portal. (Sales Hub)
• Fixed an issue that caused an error when selecting an existing billing address in a quote. (Sales Hub)
• Updated the Taxes listing to ensure consistency between the Zone column name and the search bar label. (Sales Hub)
• Fixed an issue where the minimum quantity was not populated in the product preview grid in the catalogue view. (Sales Hub)