What's new

What's new in Release 18.3

• Keywords search

  The keywords that are used by a customer to search for products on an online channel can be retrieved and displayed in the application. A store associate can use the keywords to fetch corresponding products and proceed to create or modify an order.

• Customer wish list

  The products that a customer has added to a wish list on an online channel can be retrieved and displayed in the application. The store associate can choose to create an order for these products.

• Add products from online cart to store cart

  The products that a customer has added to an online channel can be retrieved and displayed in the application. Further, the store associate can create an order in the store for the products retrieved from the online cart.

For more information, see Clienteling.

What's new in Release 17.3

• Home page redesign

  To enhance user experience, ease of extensions and to make the home page upgrade seamless, the application is redesigned.

  • The new AngularJS-based interface is persona-based. New portlets are introduced on the home page as entry points for users to do specific tasks. Each portlet is associated with a specific persona, which is the role that a user does in a store. By default, "Order Fulfillment View", "Customer Service View", "Manager Dashboard View" and "Dojo Order Fulfillment View" personas are available. Users can switch between the personas on the home page and consequently view corresponding portlets and do appropriate tasks.
  • Ease of access to tasks: Before the persona-based layout of the home page, a user needed multiple swipes to access specific tasks. Now, only 2 to 3 portlets are displayed on the home page at any time for quick and easy access. The remaining tasks can be quickly accessed in place within the More Tasks portlet.
  • Ease of customization
    • The Sterling Business Center provides an easy way to create a new persona. The newly created persona can be used to register new portlets or existing portlets can be configured to use the newly created personas. For more information, see Home page portlets.
    • The home page is redesigned to make it modular by providing separate HTMLs for header, main content, and footer. For more information, see Guidelines for home page extensibility.
    • A new method to invoke new rules and mashups and set their values in providers, without overriding the default store-container.jsp file. For more information, see Guidelines for JSP extensibility.
    • To support backward compatibility for existing extensions and provide adequate time to test and adopt the new features, a new rule is introduced in the Sterling Business Center that allows users to keep all the extensions as-is and use the application as if the new features are not implemented. For more information, see Behavior of portlets and backward compatibility. However, it is recommended that you migrate to release 17.3 to utilize the advanced capabilities offered by the application. For more information, see Migration considerations.

• Persona-based AngularJS interface

  The order fulfillment flows, which were initially based on the Dojo framework are now redesigned by using the AngularJS framework. Additionally, important enhancements are introduced in these flows, which enable users to complete the tasks on a single page rather than navigating through a wizard.

  Users with the Order Fulfillment View persona can perform the following tasks from the Home page.

  • The backroom pick and batch pick processes can be started from the Pick Orders portlet.
  • The packing process can be started from the Pack Orders portlet.
  • The customer pickup process can be started from the Customer Pickup portlet. By default, the Customer Pickup portlet can be launched from the More Tasks portlet.
  • The inbound shipments can be received from the Receive Shipments portlet. By default, the Receive Shipments portlet can be launched from the More Tasks portlet.
  • The shipping process can be started from the Ship Orders portlet. By default, the Ship Orders portlet can be launched from the More Tasks portlet.

  Users with the "Customer Service View" persona can use the Find Products and Check Out portlets to start order capture. Additionally, capture customer returns, lookup customers, and schedule appointments from the More Tasks portlet. Further, users can directly access their in-progress shipments and batches from the My Tasks portlet. For more information, see Using the home page.

  The Shipment Summary screen is redesigned to display information about a shipment in an effective manner and also provide access to the relevant tasks that can be performed on a shipment. For more information, see Viewing shipment summary.

  Global shipment search

  The global search feature is enhanced to allow a user search shipments similar to orders, products and customers. For more information, see Searching a shipment.

  Receiving notes

  The capability to view the existing notes and add new notes to an inbound shipment is introduced.

  Customer appeasement

  The customer appeasement feature endows a user with the capability to appease customers who are displeased about an order or product(s) purchased at a store for various reasons such as delayed delivery, damaged product, and so on. In such situations, the feature allows the user to offer a discount on the current or future purchase, gift coupon, gift card and so on to appease the customer. For more information, see Customer service features.

  In-Store Appointments

  A user can schedule appointments for independent services offered by a store. The feature provides users with the capability to search and view upcoming appointments, schedule new appointments, modify and cancel existing appointments. Additionally, the feature provides a summary of each appointment and allows users to share it with the customer through print and email options. Further, the number of appointments scheduled for a customer and the customer's appointment history can be viewed. For more information, see Appointments.

What's new in Release 17.2

• The Shop Now action is added to the Product Details pop-up window in the Clienteling feature. Using the "Shop Now" action, a store associate can add the products of customer's interest to a cart, either from the list of interested products or recommended products and quickly initiate the order capture process. For more information, see Clienteling.
• Icons are included to indicate the availability of a product for each of the fulfillment methods in the Product Details pop-up window of the Clienteling feature. For more information, see Clienteling.
• A "Mini Cart" option is available on the Customer Profile screen using which the store associate can quickly view the products in the customer's cart, delete individual products or checkout to proceed with the order capture process. For more information, see Clienteling.
• A Share action is available in the following screens:
  • Find Products screen while creating or modifying an order.
  • Add Products to Return screen while creating a return order.
  • Add Exchange screen while creating an exchange order.
  Using the Share action, the store associate can share the product details with the customer through emails.

What's new in Release 17.1

• Store Clienteling

  Clienteling is a technique by which a store associate can effectively engage the customer in making a purchase.

  When a customer walks into a store, a store associate can identify the customer in the application and recommend products that might be of interest to the customer using system-driven recommendations and products previously viewed by the customer. Further, a store associate can also email the product details to a customer's registered email address. Additionally, the store associate can browse through customer's order history and also keep track of the interactions with a customer through notes associated with customer's profile. For more information, see Clienteling.

What's new in release 16.4.12

• In store receiving
  The application is enhanced with the capability to receive inbound shipments. As part of this feature, a store associate can perform the following tasks:

  • View inbound shipments by various categories such as incoming, received, delayed and damaged
  • Search inbound shipments using the Advanced Search option.
  • Filter a list of shipments using various filter criteria.
  • Scan shipment numbers, package numbers, product IDs, or order numbers to initiate the receiving process.
  • Complete receiving process by either scanning packages or loose SKUs or by manually marking them as received
  • Receive the complete shipment or all the remaining contents of a shipment at once without scanning packages or products
  • Record damage for a package or product.
  • Undo receive for a package or product.
  • View inbound shipment summary.

  For more information, see In store receiving.

What's new in release 16.3.9

• Customer service features
  The application is enhanced with the following customer service features:

  • Order search - Allows a store associate to search for a confirmed or draft order.
  • Product search - Allows a store associate to browse the product catalog and provide the required details to the customer.
  • Customer search - Allows a store associate to identify a customer and view the associated order history.
  • Cancel order - Allows a store associate to cancel a confirmed order, which is not yet shipped to the customer.
  • Add notes - Allows a store associate to add notes to an order describing information about order-related tasks such as cancelation.

  For more information, see Customer service features.



• Manager dashboard
  A dashboard with statistical data about orders is introduced. The feature allows a store manager to monitor the performance of a store on a desktop or mobile device in the following ways:

  • The store manager can view the Order Status charts and SLA charts for both "Ship from Store" and "Pickup in Store" orders.
  • The store manager can view the total number of orders, number of orders that correspond to each status and SLA priority.
  • Further, the store manager can view the orders to be fulfilled by the store, corresponding to each status and SLA priority.

  Based on the information available on the dashboard, the store manager can initiate corrective measures such as assigning the orders that are lagging behind SLA targets to top store associates. For more information, see Store manager dashboard.