February 15th 2022, Release Note: Adaco: Outlet Default Delivery Addresses, Default Browser for Punchout Orders, Auto-Creation of Vendor Interfaces

Summary

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Release date for all features: 15th February 2022

Outlet Default Delivery Address

• Enabled by Default? - Yes
• Set up by customer Admin? - Yes
• Enable via Support ticket? - No
• Affects configuration or data? - No
• Roles Affected: - Adaco system administrators that manage outlet configuration

What's Changing?

Within the Outlet form, there is a new option to assign a default delivery/'ship to' address to the outlet. This address will override the property default delivery/'ship to' address and be used for purchase requisitions for the outlet.

Reason for the Change

To help ensure that purchase orders are assigned the correct delivery/ship to addresses even when automatically created and transmitted.

Customers Affected

All customers who have multiple delivery addresses for the same property.

Release Note Info/Steps

In the Outlet form, there is a new option to assign a Default Ship To address to the outlet.

Fig.1 – Assigning a default Ship To address to an outlet

The assigned Default Ship to address will be used in the following circumstances:

• • When a Purchase Requisition is automatically created from a checked-out basket in the mobile Ordering app
  • When a Purchase Requisition is manually created
  • When creating a Purchase Requisition template

Where there is no default Ship To address assigned to an Outlet, the Property's Default Ship To address will be used. The Ship To address assigned to the Purchase Requisition will carry through to any Purchase Orders created.

Using the Default Browser for Punchout Orders

• Enabled by Default? - Yes
• Set up by customer Admin? - No
• Enable via Support ticket? - No
• Affects configuration or data? - No
• Roles Affected: - Users creating purchase requisitions from a Punchout vendor integration

What's Changing?

When creating a punchout order, the vendor's website will now be opened in the user's default web browser rather than in the built-in Adaco in-app browser.

Reason for the Change

Some vendor websites have restrictions on supported browsers, which can lead to the Adaco in-app browser not functioning correctly.

Customers Affected

Customers that have Punchout interfaces to create requisitions directly from a vendor's website.

Release Note Info/Steps

When initiating a Punchout session from within the Purchase Requisition screen, the vendor's website will open in the user's default web browser.

The user will be logged into the vendor's website as normal. Once the user has selected the items they wish to purchase they should check out the basket as normal. At this point they will be prompted to close their browser and return to Adaco where the items checked out will populate the Purchase Requisition. 

As it is only possible to have one Punchout session running for a Purchase Requisition, if a user attempts to initiate another Punchout session whilst an existing session is still in progress (not checked out) they will be prompted that initiating a new Punchout session will cancel the existing session and any selected items will be dropped (see Fig.2).

Fig.2 – Prompt when attempting to open a second Punchout session

Auto Creation of Vendor Interface for Email Orders

• Enabled by Default? - Yes
• Set up by customer Admin? - No
• Enable via Support ticket? - No
• Affects configuration or data? - No
• Roles Affected: - Adaco system administrators who create and manage vendors

What's Changing?

When creating a new vendor there will now be an option to automatically create an email vendor interface for order transmissions.

Reason for the Change

To reduce the setup time for new vendors and remove the need to manually set up a vendor interface for order transmission in a separate action.

Customers Affected

All Adaco customers.

Release Note Info/Steps

When creating a new vendor, users will be given the option to automatically create an email interface for sending orders to that vendor.

Fig.3 – Prompt when creating a new vendor

When the user selects Yes an email interface for order transmission will be created for this vendor and set as the default interface. The newly created interface can be seen on the Vendor Interface tab of the vendor record.

Fig.4 – Automatically created vendor interface for order transmission using email

Please note: this option is also available when creating vendors via the Adaco Vendor API using the property 'CreateEmailInterface' set to True

Expanded Field for Revenue Centers

• Enabled by Default? - Yes
• Set up by customer Admin? - Yes
• Enable via Support ticket? - No
• Affects configuration or data? - No
• Roles Affected: - Adaco system administrators that manage outlet configuration

What's Changing?

The field used to save revenue centers mapped from the POS system has been expanded to accommodate up to 400 characters.

Reason for the Change

Some customers need to assign many POS Revenue Centers to the same outlet. Expanding this field allows this.

Customers Affected

All customers who have man interface with their POS system.

Release Note Info/Steps

In the Outlet form the field for entering POS Revenue Centers has been expanded to accommodate up to 400 characters.

Fig.5 – Expanded field for entering POS Revenue Centers