DEVELOPMENT ROADMAP.


Get up to speed with past, present, and future Liftoff releases

Coming Soon
  • Business intelligence tools and data visualization
  • Category display customizations
  • Designation for shipping product separately
  • Product display customizations
  • Expanded low-inventory notifications
  • JDF RIP integration
  • Record-driven custom order fields
Recently Completed
  • Customer registration email rules
  • Customer-specific tax exemptions
  • Optional continue shopping modal
  • Expanded OData API order dataset
  • Automated Pageflex variable resetting
  • Order cancellation and deletions
  • Order owner assignments
  • Order due date assignments
  • Expanded order history view and order history search
  • Improved order email notifications
Release Notes
September 2020 - Welcome to the newest Liftoff Experience

Order management

Liftoff's new order management suite allows you full control of your fulfillment workflow. These new tools provide access to the following new features:
  • Backend order entry
  • General order management
  • Draft order management
  • Estimate entry and management
To access these new features, open your My Liftoff navigation menu and click "Orders". You will be presented with several new options:

Draft orders / estimates
This section allows you to manage orders that are in draft status, including any estimates you have created or sent to your clients. 

Orders pending approval
Any orders that are being held due to an order workflow rule will appear here until fully approved.

Submitted orders
All orders that are considered "In process", "Shipped", "Partially Shipped", or "Canceled" will appear in this area. 

 

How to create a new order / estimate

  1. Log in to My Liftoff; navigate to your "Orders" menu; and choose the "Draft Orders / Estimates" option.
  2. On the resulting screen, click "Start New Order / Estimate". 
  3. You will be prompted to either use an existing customer or create a new one.
  4. If you choose to use an existing customer, typing in the "Customer" box will yield a list of matching customers. You may select the customer matching your criteria when it is presented. 
  5. If you select "New customer", you'll be prompted to create a base record for this customer before continuing.
  6. Once a customer has been selected or created, you'll be presented with your main order editing screen. From here, you can add products, change order information and more. 
  7. To add a product, simply start typing the name or code of your product into the "Add Product" box. You will be presented with all matching options to choose from.
  8. When adding your product, you'll be greeted with a familiar workflow that allows you to specify your product options and variants. Select those options and click "Add to Cart" to add this item to your order.
  9. As you add products to your order, they'll appear as pictured below. Variable print items will have additional links for updating design, configuration, and downloading print files.
  10. From here, click "Edit Shipping / Billing" to continue. On this screen you can update your shipping, billing, and payment options before ultimately saving your order as an estimate, or placing your order into active fulfillment. 
 

Intuitive issue resolution

The new order management tools are packed with checks and balances that ensure orders with missing details or issues aren’t able to proceed until corrected. If Liftoff detects a change that requires a review or additional modification, a message will be displayed.
 

Document management

Liftoff now allows you to manage documents for your accounts and vendors in a simple-to-use interface. Use document management to track important documents such as W-9's, NDA's, agreements, contracts, resale certificates and more. Additionally, you can ensure document compliance by establishing expiration dates for your documents, giving you the ability to see compliance issues before they happen.

Each document type has a unique set of metadata you can collect, based on the type of document you're storing. Any documents you store can be audited via reporting for quick visibility.
 

30-day analytics trial

If you’re not already a subscriber to our analytics and business intelligence offering, you’re in for a treat. Enterprise clients may now receive a free evaluation of our analytics and business intelligence suite for 30 days. This awesome offering allows you to visualize your accounts, sites, and data in a whole new way. Contact your account manager today to have this trial enabled on your subscription.

Here is a video teaser of this feature!

 
August 2020 - Backend ordering

Backend ordering

Backend ordering allows you to create and manage orders outside of the ecommerce workflow for your customers. This process utilizes all of the unique rules, budgets, and product workflows you established for ecommerce, giving your order-entry team very visible boundaries at the client level, with little room for error.
Need to collect more information for your orders than our out-of-the-box offering? Utilize custom order fields to capture as much data as you need, over and above Liftoff's base order field collection. 
Backend order entry is just as fast, easy and efficient as the customer-facing experience. We think you’ll love it.
 

Estimates

Borrowing from the backend order entry experience, our new Estimates feature allows you to create estimates using any existing products assigned to your accounts or sites. These estimates can be sent to your customers via a very clean and easy-to-follow email process. If your customer accepts the estimate, Liftoff offers the ability to quickly and easily convert the estimate into an active order.
 

Intuitive issue resolution

The new order management tools are packed with checks and balances that ensure orders with missing details or issues aren’t able to proceed until corrected. If Liftoff detects a change that requires a review or additional modification, a message will be displayed.
 

New order statuses

We’ve added several new order status types to complement the new backend order and estimation tools. Below is a list of possible orders statuses:
  • Customer Draft
  • In Process
  • Canceled
  • Partially Shipped
  • Shipped
  • Pending
  • Declined
  • Saved
  • Estimate
  • Draft
     

Document management

Liftoff now allows you to manage documents for your accounts and vendors in a simple-to-use interface. Use document management to track important documents such as W-9's, NDA's, agreements, contracts, resale certificates and more. Additionally, you can ensure document compliance by establishing expiration dates for your documents, giving you the ability to see compliance issues before they happen.

Each document type has a unique set of metadata you can collect, based on the type of document you're storing. Any documents you store can be audited via reporting for quick visibility.

 

30-day analytics trial

If you’re not already a subscriber to our analytics and business intelligence offering, you’re in for a treat. When we launch the new order management experience, we’re also going to provide you with a no-risk, free evaluation of our analytics and business intelligence suite for 30 days. This awesome offering allows you to visualize your accounts, sites, and data in a whole new way. Here is a video teaser of this feature to whet your appetite!
 

Have questions?

We've prepared a list of questions we anticipate you might have regarding this change. If you'd like to speak to an account manager about these changes, please reach out to us when convenient and we'll be happy to review what's next.
 

When will this release take place?
We expect this new order management workflow to enter production mid-September; just a couple of weeks away from today.

 

Does this mean Liftoff can now manage all of my day-to-day order and fulfillment processes?
Liftoff has taken a major shift towards allowing our subscriber base to manage their business almost entirely through Liftoff. By integrating with your accounting package, Liftoff can become your platform of record for account management, order management, web-to-print, estimation, ecommerce, digital asset management, records storage, vendor fulfillment, and so much more. Consult with your account manager for additional details.

 

Will this change my pricing?
For our clients under current enterprise agreements there will be no immediate impact to pricing. Additional charges may apply for accounts with extended admin user accounts. Consult with your account management team for additional information or questions.

 

Can I opt out of this feature set?
This new feature set is not modular. It is a wide-sweeping change to how Liftoff approaches order management and cannot be removed.


 
May 2020 - Ship units separately

Ship units separately

This release introduces the ability to establish products that ship separately and receive individualized rating apart from other items in an order. By default, products being fulfilled by the same vendor and location are aggregated into a single shipment. This feature allows individual units of a given product be rated as separate shipments. This is especially helpful in the following scenarios:
  • The items being shipped exceed the maximum dimensions a carrier considers a single shipment
  • The aggregate weight of the items being shipped exceed the maximum weight a carrier considers a shipment, resulting in hundredweight (CWT) scenarios
  • You do not have a freight agreement for CWT shipping with your carrier or your vendor doesn’t support CWT shipping

To enable this feature, navigate to your My Liftoff portal and select a product. From there, go to the Specs tab. Place a check in the checkbox under Units Ship Separately and save your changes. This change will force all individual units into separate shipments.

 

Faster shipment rating

In effort to improve your customer’s online experience, we’ve implemented a system that allows Liftoff to cache carrier rate requests, avoiding duplicate and unnecessary API calls to shipping carriers. This change will be especially noted by customers that place larger orders. There’s nothing you need to do to enable this change; as of this email, all carrier rating APIs will leverage this improved experience.

 

Shipping estimator preferences

Your low-inventory notifications have been upgraded. Going forward, all low inventory notifications display a summary of the item’s history, usage, and anticipated days on hand. In addition to this, you have the ability to receive notifications for a product group, instead of individually by SKU. To receive consolidated, aggregated notifications, navigate to any inventory-controlled product and enable the Aggregate Low Stock Notices feature on the main product tab. Instead of single SKU-based notifications, you’ll receive one email that provides details on all SKUs within a product family.

 
April 2020 - Record-driven custom order fields

Record-driven custom order fields
 

With this release, we’ve added the power of our Records technology to your custom order field configuration. You can now create custom order fields based on the following field types:

Text
Text fields render a multi-purpose alphanumeric text box that can accept any standard text input. You can assign default values, establish character limits, implement multi-line input, and enforce entry requirements.

Checkbox
This option allows you to create a checkbox that your customers can check indicating a yes or no value. You can default the state of this field to either checked or unchecked.  

Numeric
Numeric fields allow to you enforce numbers-only input into a text field. You can establish a default value for this field, enforce a maximum number of digits, and establish required entry as needed.

Select
Select fields allow you to create a predetermined options your customers can pick from using a dropdown control. You can establish any number of options you wish, set an initial selected value, and enforce entry requirements as necessary.
To manage this feature, log in to your My Liftoff portal and navigate to ECommerce > Custom Order fields. Choose the control type you wish to implement and then establish the requirements for this control as you see fit.

Fields that are defined will appear at the end of the checkout process.
April 2020 - Introducing Business Intelligence For Liftoff
This summer, we’re launching a powerful suite of business intelligence and data visualization tools for the Liftoff platform we call DataBI (Data Business Intelligence). Imagine having the ability to not just see your data, but to touch it, interact with it, and truly visualize your enterprise. Soon, you’ll be able to do just that.
 
Not enough to pique your interest? Check out this brief demonstration of this powerful and unparalleled technology.

Interested in adding Liftoff’s DataBI suite to your subscription? Join the data revolution and see your business in ways you’ve not yet imagined. Contact your account manager for more information and a demonstration of this incredibly powerful solution. Demonstrations are currently only open through April 30th. Register your demonstration today!
April 2020 - cXML Punchouts
Greetings, Liftoff Community!

We’re very happy to announce that your Liftoff platform now supports cXML-based punchouts. This powerful new feature allows you to seamlessly integrate Liftoff sites and portals into host ERP solutions such as SAP, Ariba, Basware, Epicor, NetSuite, and many more. You can now integrate a catalog, individual product, or specific landing page you designate with any platform that supports cXML punchouts that follow the guidelines found on the www.cxml.org website.

How does it work?
There are quite a few components involved, however, punchouts follow a process similar to the outline below:
 
  • The host ERP system sends a setup request to Liftoff as an authentication handshake
  • If the handshake is valid, Liftoff replies with a tokenized URL the ERP can use to redirect the customer for product configuration
  • The user can then browse the designated areas of Liftoff that you define until they’re ready to add an item to the cart
  • Upon adding an item to the cart, Liftoff pushes the data for the item back to the host ERP’s shopping cart
  • When the user is ready to finalize the order, the host ERP sends a purchase order request back to Liftoff
  • Liftoff parses this purchase order request and fulfills the order, taking any rules, budgets, or other assignments that you have made with the corresponding vendors.
     
cXML Workflow Diagram
March 2020 - Customer Facing Reports
Greetings, Liftoff Community!

We’ve just added a powerful new feature to your Liftoff platform. As of this email, we’re providing you with the ability to assign individual report access to your customers.
 
Enabling report access is easy. Start by navigating to your Customers / Contacts > Roles section within your My Liftoff portal. The reports your customers see will depend on the roles they belong to and the reports that are assigned to those roles. For this example, we’ll create a new role called “Field Staff Reports."

Customer roles listing overview

Next, we add customers who need access to the reports. Note – if you have more than a few customers that need report access, we recommend using Batch Jobs to enable access.

Editing customer role preview


Lastly, we’ll select the specific reports we want to extend to this customer. Select each report from the drop down of available reports and click "Add."

Add customer role preview

If you need to extend different levels of reports to your customers, we highly recommend creating roles that reflect the type of access required. For example, some customers may require access to reports you wish to hide from other customers. A good naming strategy for each role would incorporate the type of customer you're targeting for report access, such as "Administrative Users" or "Field Staff."
 
Provided that you’ve executed the items above, you should now be able to log in to your web store and find reports under the My Account menu option:

Customer role in My Account preview

To run a report, simply click the report name you wish to execute, complete the requested parameters, and click “Download”:

Customer role report download preview

That’s all there is to it! Should you have any questions, please refer to our documentation that can be found here, or reach out to one of our account managers for assistance.
February 2020 - Improved Advance Ship Notices
Greetings, Liftoff Community!

We’ve just released several important new features that should have a very positive impact on your ecommerce operations. Please review these changes as some of them may have a direct impact on your site’s messaging and integration features.
 
Improved advance ship notices
Prior to today’s release, automatic ship notice emails were delivered when your orders were updated via our legacy API methods. As of this email, the following actions will now generate a ship notice email to your customer:
 
  • Applying tracking and shipment status within your My Liftoff administrative panel
  • Applying tracking and shipment status via our OData API
  • Applying tracking and shipment status via our legacy REST API
  • Applying tracking and shipment status via our legacy XML API
  • Posting shipping updates to Liftoff via your connected ShipStation account
To enable this feature on your sites and accounts, first navigate to the account you wish to enable for ship notices. From there go to Ecommerce > Shipping > Settings. Place a check in the box that states “Automatically send customers an email when all or part of an order ships.”  Your customer will receive one email per shipment that is in an order, similar to how
Amazon sends delivery notifications.
 
Below is an example of our emailed advanced ship notice:



Improved customer email order notifications
We have made significant improvements to Liftoff’s customer-focused emailed notifications. Order notifications now leverage a more modern and easy to ready template that we believe you’ll find more attractive than our previous notification templates. Below are the email notifications affected by this change:
 
  • Order submitted
  • Order submitted, pending approval
  • Order approved
  • Order declined
  • Order canceled
There is no action you need to take to see these changes. Below is an example of our new order notification templates:

New notification email template
February 2020 - New Order History Features
Greetings, Liftoff Community!

Typically we delay sending you updates until the end of the month so that we’re not inundating you with emails. Today, we are breaking from this pattern to highlight an important new feature. Read on for details!
 
Improved Order History View and Order History Search
As of this email all of your sites’ order history pages have been greatly improved. Instead of a single line item for each submitted order, customers will now see a full overview of each order and its items. Your customers can easily browse orders and reorder items directly from this view. For more detail, our expanded order details page is still available by clicking the link-enabled order number in the order history listing.

Additionally, your customers may now search their order history using a single search box. This feature will search the following order data points:
 
  • Order number
  • Bill to and ship to name
  • Custom order fields
  • Product name and description
  • First line of variable imprint on web-to-print orders
If you have any questions regarding this feature, please contact your account manager for additional details.

Order History Search example
January 2020
Greetings, Liftoff Community!

It’s hard to believe that we’re already a full month into the new year. We’re truly grateful that Liftoff is part of your growth strategy for 2020, and for the many successes that follow. Thank you for your continued support of this platform, and being a part of a thriving community of subscribers. You continue to make the difference and allow us to challenge the traditional boundaries of ecommerce.
 
This month’s development recap is chock full of updates. Our team has been plowing through new features and improvements this past month, with no signs of slowing down. Below are the highlights from this month’s efforts:
 
Order due date
Liftoff now offers a convenient method for setting and organizing orders by due date. Within your My Liftoff portal, you may navigate to any active order and establish a due date. This due date can be made visible to your order list screens, both pending and in process, allowing you the ability to search and sort by your orders’ due dates. This feature is currently limited to your My Liftoff portal and cannot be modified by your customers. A future release will allow customers to specify a due date for their ecommerce orders.

Order Due Date Example Image

Order cancellation and deletion
Many of you have asked for the ability to cancel and delete orders. To accommodate, we have implemented two separate features. Your My Liftoff order detail screen now provides a convenient method for both deleting and canceling an order. Canceling an order will allow you to take an order out of process, but still allow you to see the details behind the order for reference purposes. Deleting an order will completely purge the order, leaving no ability to recover or view the order’s details. Please exercise caution when deleting orders, especially if you think you may need to review them again in the future. Order deletion is permanent and cannot be undone by your Liftoff representatives. 
For additional details regarding order cancellation and deletion, please refer to our online documentation

Pageflex variable resetting
Many of our web-to-print subscribers utilize profile variables. These are variables that automatically merge a user’s profile data into an active web-to-print order, saving on entry time. We’ve extended this feature to enable future reorders of web-to-print products to re-evaluate these variables, based on your specification. This is especially useful when your user’s profile information changes often. Instead of requiring the user to manually update their new order, Liftoff will automatically merge the newest version of this data directly into their reorder.
 
There are four options for resetting your template variables:
 
  • Auto – value is automatically updated if the customer selects a new identity or places a reorder
  • Manual – value is only updated if the customer clicks a new Update Profile Fields call to action on the customization page
  • Always – value is updated automatically upon selecting a new identity / placing a reorder or manually via the Update Profile Fields call to action on the customization page
  • None – value is never updated beyond initial population
 
Below is an example of how you might implement these values in your variable XML:
<variable order="1" name="Name" attributes="" maxLen="50" type="text" caption="Name" reset="auto">@Customer.Name@</variable>
<variable order="2" name="Address" attributes="" maxLen="50" type="text" caption="Address" reset="always">@Customer.Address1@</variable>
<variable order="3" name="CityStateZip" attributes="" maxLen="50" type="text" caption="City State Zip" reset="manual">@Customer.City@ @Customer.State@ @Customer.PostalCode@</variable>


Implementation is as simple as creating a “reset” attribute for a given variable, and supplying either “auto,” “always,” or “manual” as the value for the attribute.

Please refer to our online documentation for additional information regarding this feature.
 
Additional OData API order data
We’ve extended our OData order data API set to include new information that may prove useful to developers that leveraging these services. This new data includes: 
 
  • Payment method
  • Authorization code
  • Transaction amount
  • Capture status
  • Freight service method
  • Custom order data fields
For a complete reference to our API methods, please visit https://docs.liftoff.shop/v1/reference

Optional continue shopping modal
You can now set your site’s “add to cart” behavior to include a popup modal that asks the user for a specific direction to take when adding an item to the cart. This modal will allow the customer to specify if they wish to view the cart or continue shopping. Clicking “Continue Shopping” will allow the user to remain on the product they’re on so that they may browse additional products. To set this change, navigate to your My Liftoff portal. Under Ecommerce > UI Settings > Order Workflow, you are presented with the option to toggle this feature on or off. The default behavior takes your customer directly to their cart upon adding an item to their cart.

Order Workflow Settings Overview
 
If you'd like to explore this feature in more detail, please review our documentation regarding ecommerce UI settings. 

Customer-specific tax exemptions
Prior to this release, tax exemptions have been set at the site level. You could allow a customer to specify their tax-exempt status at checkout; however, many of you expressed the need to force a specific tax status for customers. You can now specify a customer’s tax status under Customers / Contacts > Select a Customer > Settings. By selecting “Do not collect taxes for this customer’s orders,” you can fully exempt them from being taxed on any order.



Customer registration email rules
This feature allows you to restrict registrants to users with specific email domains. To enable this restriction, navigate to Customers / Contacts > Customer Access Settings. Under the registration section, create a list of domains in the “Required Email Domains” text box. Once completed and saved, this feature will block any attempts to register for domains that aren’t permitted.
For a complete overview of customer access and single sign-on, please refer to our access settings and sso documentation. 

Forced password resets for customers via batch jobs
We’ve augmented the Customer batch job process to include a flag you may set that will force a customer to reset their password upon login. This is an extremely useful feature when setting up a large list of new customers on your site. By default, you can establish a simple password for them that they can change upon their first login.