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Release notes

Our Release Notes provide information on the features and improvements available within the solution, including deliverables from previous releases.

202509​

What's new and Improved​

  • 100% down payment invoice management: Correctly charge eco-taxes for the last advance payment invoice or balance.
  • From the Retail Ops Administrator menu, add on the "User management" list the pending user icon & the related filter option.
  • Document saving process optimization.
  • For GDPR purposes, third party contacts are considered as Customers when they have a signed Quote or an Order. From now on, the same applies if they only have an accounting document (Invoice or Credit Note).
  • Invoice payment term expiry date:
    • The expiry date is only computed at the Invoice document creation
    • If it was directly typed in by the end-user, it won't require any computation
  • Multi-eco-organization management: ability to manage different eco-tax scales on the Appliance items (WEEE) with the codes defined by the organizations, similarly as it is supported for the Furniture items (DEA).

Bug fixes​

  • Contact edit dialog: switching between "Professional" and "Individual" types loses the "Type" value.
  • Outlook/Retail Ops calendar synchronization bug fix.

Documentation improvements​

202508​

What's new and Improved​

  • Multi-eco-organization management: ability to manage different eco-tax scales (DEA) with the codes defined by the organizations.
  • Partial deliveries: for partial transformations, we do not forward payments. For example, if a deposit was paid by a customer at a Sales order validation, and then the Delivery process is split into multiple shipments, this deposit will not be shown separately for each partial delivery, in order for the end-user not to think that several distinct deposits were paid. New indicators showing the total amount paid for the document and for the project were added to the delivery payment terms form (cf. Partial deliveries) in order to remind this global paid amount.
  • Catalog download and import: improvement in order to better support Service catalogs.
  • Mandatory fields for PRO customers: new supported fieds (e.g. SIRET, VAT number, ...).
  • Notifications:
    • New "payment.validation" notification, allowing the ability to call an external system when receiving a payment. The notification supports 2 distinct modes:

Documentation improvements​

  • "User guide" menus re-organization in order to find more efficiently the required information:
    • The "Main concepts" section allows you to find explanations about all important concepts referred by the Retail Ops environment (eg. Customer, Project, Document, Catalog, Product, ...).
    • The "Application menus" section allows you to find documentation by navigating onto the chapters exactly like in the Retail Ops navigation menus.
    • The "How to" section helps you in realizing certain specific operations.
  • New "Requirements" page, indicating the technical requirements and/or limitations.
  • Notifications:
    • Introduction of the new potential "iFrame" mode (only for some specific sync notifications)
    • New SYNC notification subscription samples (cf. Notification samples)

202506​

What's new and Improved​

  • Electronic Signature: when integrating with the Electronic Signature iFrame, allow the dimensions of this iFrame to be customizable (cf. Supported postMessages).
  • Notifications:
    • New "document.pricing" sync notification (cf. Document Pricing), allowing the ability to call an external system in order to manage item prices identified as externally quantifiable.
    • New potential Visual indicators added to the Document when an External pricing call is possible.

Bug fixes​

  • Accounting export: issue when retrieving accounting families related to the master franchise.
  • On the project detail screen, if the Retail Ops setting is set to "Display prices excluding VAT", some prices were still displayed including VAT.
  • When "manually saving" a document, you cannot make changes when the document is being requested for signature.

Documentation improvements​

202505​

What's new and Improved​

  • Make sure you can re-invoice when you issue a credit note.
  • Application performances improvement for end-users with a "Central" profile (i.e. users with the ability to access some or all of the stores in a network).
  • Notifications:
    • New "document.cancellation" async notification (cf. Document Cancellation)
    • New forceValidation option on the "document.validation" sync notification response, allowing the External system to return an error BUT to ask Retail Ops to complete its validation process anyway (cf. Document Validation)
    • Settings:
      • Ability to use Deltas without being forced to register Webhooks (cf. Deltas activation)
      • Webhook subscriptions status accessible from the Settings form (cf. Webhook subscriptions status)
      • Webhook subscriptions locked by the system (because of too many failed attempts with no success in a given period) can be identified and reactivated (cf. Locked subscriptions)
  • HomeByMe import:
    • The new minimumPricingArea attribute allowing to calculate a minimum price for a given Item is now supported.
  • External API:
    • New externalAddressID attribute added to the Contact addresses (Main, delivery & billing) in order for an eventual External system to assign its own address identifier (cf. Contact Search Response)
  • Payment follow-up screen: ability for the end-user to filter on the Payment date in order to better match with the list of results than can be exported (cf. Payment follow-up).
  • New available Payment types: "Purchase voucher", "Credit deduction", and "To be defined".

Bug fixes​

  • Incomplete purchase order: when a user added manually an add-on to a Product with a quantity different than 1 to his sales document, the generated purchase order was giving it a quantity of 1 by default.
  • Email linked to the inconsistent project: when 2 emails were sent simultaneously, they could be attached to the wrong project in Retail Ops (but the sent emails were correct).

Documentation improvements​

202504​

What's new and Improved​

  • Service and Installation:
    • "Installation" type products must have the same management rules as "Service" type products: forbid price modifications and discounts.
    • New trigger criterion on the price of an item (price including tax, discounted price including tax, etc.). When adding an Installation product, use the same quantity as the calling product.
  • Winner link: ability to configure a source for the imported items' secondary type field.
  • Bulk user account creation (openID): Mass user creation using SCIM technology (cf. SCIM).
  • External API: SCIM Methods

Bug fixes​

  • Management\Clients: bugfix in the calculation of the GDPR deadline for old customers.
  • Calendar tasks synchronization: fix of potential duplicate appointments.
  • Professional contact: fix of a refreshing issue when changing the Type of the professional contact.
  • EMails management: fix of an issue with mailboxes containing an important number of folders (limit increased).
  • SPIWebLink desktop module: fix of a potential cache corruption with the embedded Chromium browser + new button added in order to delete a corrupted cache.

Documentation improvements​

  • External authentication: using SSO & SCIM

202503​

What's new and Improved​

  • Notifications:
    • Customer search (sync): Add a search button when a subscription to the notification exists + search onto Retail Ops database when the subscribed url does not answer.
    • New user interface allowing to manage subscriptions to notifications (cf. Subscribing to Notifications)
  • Eco-fees: manage specific eco-fees on surfacic or linear products when importing from HomeByMe.
  • Add a PDF file for commercial terms and a frontend form to upload it for a Master franchise or a Store.
  • Default Workflow for After sales service projects.
  • Statistics: add the implantation value.
  • External API:

Bug fixes​

  • Fix for blocked payment inputs too restrictive.
  • Product variants upgrades fix.
  • Added precision on project amounts excluding taxes.
  • Inconsistency in DEEE eco-fees fixed.
  • Impossible product duplication under certain conditions fixed.

Documentation improvements​

  • Notifications:

202502​

What's new and Improved​

  • Service & Installation catalogs behavior when generating purchase orders:
    • If a supplier is assigned to the catalog, orders are sent by default to this supplier
    • If no supplier is assigned to the catalog, orders are sent by default to the installer set for the project
    • If no supplier and no installer are set, set the value "TBD"
  • EDI: manufacturer order receipts importation improvement
  • Notifications on Customers:
    • The list of contacts returned by the "contact.search" notification can return minimal ("lite") information.
    • When the end-user selects a Customer in the list, a "contact.details" notification in triggered in order to get the full details
  • Logs management for external systems: new logs, with new filters

Bug fixes​

  • Alignment with HomeByMe pricing: the ecoFee price optionnally provided by HomeByMe is included in the Retail Ops sales price.
  • External API:
    • PDF generation issue
    • "document.validation" notification triggered redundantly
  • HomeByMe store project reopening issue
  • Project margin error when using "Order after measurement" documents
  • Payment export: issue when filtering between two dates
  • Refresh problem after calling the "Cancel and Replace" command
  • Email sending issue when several email accounts are set
  • EDI order generation: missing information

Documentation improvements​

202501​

What's new and Improved​

  • Statistics improvement: when a document is partially reprocessed, in the statistics screens it is now considered as reprocessed on the date of first transformation.
  • Phone number format: added validation of the E.164 format for telephone numbers, i.e.:
    • The number must begin with a "+".
    • It must contain at least 3 digits and no more than 15.
  • Comment creation API: ability to create comments in a client project via the API
  • Error codes management: Error codes management in Retail operations webservices and Retail operations app
  • Signature API: list of all ongoing documents being signed
  • Employee/user page: internal (or external) code information added to the employee/user file and exposed in the external API.
  • SupplierID management: add SupplierID management for External APIs:
    • Catalog list: return all catalogs and not just the "External" ones
    • Catatalog detail: add "supplierID", "isExternal", ... info.
    • Suppliers: add Supplier list and details
  • "About" page: support contact details only displayed if entered on the MasterFranchise, otherwise nothing.

Bug fixes​

  • "General settings\Reporting\Settings": Download terms (CGV) as PDF
  • "General settings\Reporting\Comments": Store filter not working properly
  • Email issue
  • Categories definitions issued after 20-20 Design import
  • "New appointment\Select resources": Inverted tooltips in the quick selection icons
  • Statistics issue
  • EDI workflow issue
  • Hidden signature button issue
  • Promotion application:
    • Prohibition on entering a discount of an amount lower than the promotion
    • Computation issue with a global discount
  • Installation costs issue
  • Frozen Signing process on a project
  • Down payment invoice amount problem
  • Ecofees not matching 20-20 Fusion fees
  • Document search issue
  • Reporting: computation error
  • Invoicing issue

Documentation improvements​

202412​

What's new and Improved​

  • Email templates: UX improvement
  • Import annotations from HomeByMe (with the 2D plans)
  • Electronic signature: better communication between custom integration and Retail Ops
  • Commercial conditions: new available pricing option
  • GDPR management: new filter available for customers anonymization (up to 1,000 customers at once)
  • Service management:
    • New alert for the user to make sure Service products are added to the sales document
    • UX improvement for the Services/Installations rules settings
  • External API:

Bug fixes​

  • Linking emails to projects when there are emails attachments
  • Customer page access error fixed
  • INSDES information fix
  • Incomplete accounting exports fix
  • Electronic signature fix

Documentation improvements​

202410​

What's new and Improved​

  • First draft of the Accounting export module:
    • New screens are available:
      • Create customer accounting families
      • Create product accounting families
      • Link families together
    • 2 different Excel accounting exports are available:
      • One per group by accounting code (new)
      • The existing product grouping (furniture, shelf space)
    • Improved API to generate these 2 accounting exports
    • Level of parameterisation available to the master franchise, each shop can use the same parameterisation but each shop can make its own parameterization.
  • Exports: Modification of the export extension format from xls to xlsx. Lighter files with more content (more lines).
  • Improved electronic signature: all pages of editions are signed and/or initialed
  • Improved data backup from customer discoveries
  • New DEA price grid for 2025

Bug fixes​

  • Some ecopart amounts may contain 3 decimals after the decimal point. Retail Ops retains this format (XX,XXX€) once the volume calculation has been done.
  • Fix: Resolution of store-level editing parameters.
  • Fix: Vendor/store association.
  • Fix: Some images were not displayed in the editions.
  • Missing DEA codes were added.

Documentation improvements​

202409​

What's new and Improved​

  • Update of the "clientmetadata" on 3D cloud so that Retail Ops can retrieve the "installation time" information. This information will be visible in the editions if they are configured with this information.
  • End of multi-instantiation: all our users now in production
  • When a sales order is converted to a supplier order, Retail Ops no longer displays the "Platform" option for delivery if the shop does not work with a platform.
  • Improved performance when lines from an existing quote are copied to create a new quote
  • If a customer (Retailer or Manufacturer) uses a centralized authentication system compatible with the open ID protocol, Retail Operation can connect to this system to avoid having to authenticate specifically in Retail Ops. Once the settings have been made in Retail Ops, users will be sent back to their company's centralized authentication system.
  • Customer ID added to payment tracking exports (cf. "Management/Project follow-up/Payment follow-up").
  • It is possible to archive a project, but the "Close" option is no longer available. This prevents the documents attached to a project that has been archived and then closed from being cancelled (i.e. no more changes can be made).

Bug fixes​

  • Resolved the problem of displaying the customer's first and last name in the delivery address on Retail Ops screens
  • Web to Store debugging
  • Resolved the display of contacts in the "Management/Client/Customers" menu. A salesperson can only see the customers in their shop(s)
  • Solution to the problem of displaying centimes when they were not entered at product level. Only if CMO sends prices to Retail operations.
  • Fixed an Error when creating a warehouse associated with a shop
  • For the Excel export of the customer database, when applying the "(All)" shops filter, all the customer information is retrieved.

Documentation improvements​

  • New search bar allowing the end-user to find any desired content.

202408​

What's new and Improved​

  • Improved loading time for the “Management/Client/Customers” page and improved calculation time for widgets
  • Development of our APIs to offer a complete Web to Store and Store to Web usage scenario. The 2 use cases:
    • A project created by a shop must be able to be retrieved from the web by a consumer (so that the customer can view and modify the project).
    • A project retrieved from the web by a shop and modified by a shop must be able to be consulted by a consumer on the web.
  • A single database for each eco-organism (Eco Maison and Valdelia), which allows us to simplify the maintenance of the amounts on the one hand and to avoid multiplying the databases on the other. The eco-organisation is attached to the Master Franchise.
  • Products can be reserved for specific orders. Retail Ops identifies the delivery date. Retail Ops makes the link between the expected delivery date and the reservation deadline for the product.
  • Consistency of price display in relation to VAT or exc VAT settings
  • The creation and modification of consumers can be managed according to role.
  • Improved results displayed when searching for a customer in the case of a user with a central role (he sees all the shops and therefore all the customers)
  • Keep the discount percentage when the quantity of a product line is zero
  • Improved purchasing accounting export.

202406​

What's new and Improved​

  • A new "Guarantee" product type has been added. This type allows the product to be locked in documents (quotations, order forms, etc.). Guarantee" products cannot be discounted, their tax rate cannot be modified and neither can their description.
  • Improved updating of groupings in an administrator's settings. What are groupings used for? Allows you to group products together to apply the same VAT and to choose the sorting order for these groupings in documents.
  • Review of the promotions calculation engine: performance optimisation and addition of parameters to choose the criteria on which promotions are applied (amount with or without tax, etc.).
  • For "Individual" customers, the payment schedule conditions are updated when a customer is created and also when it is updated