May 2026 Release

Our May 2026 Release focused on Storefront & Procurement. The following changes are included in the release.

Storefront

Quote Request - Storefront users can now request a quote for products added to their cart. If enabled, this will email the selected user with the list of products and create a workspace automatically for you to respond to the quote inside of Adaptive Catalog. You can also have this automatically create a new opportunity or call a webhook for other integrations.

Price Calculation Simplification - Based on customer feedback, we have streamlined the Storefront pricing calculations, especially for prepared carts and bundles. Check out the Storefront Pricing Hierarchy doc for a full description on how pricing is calculated on Storefront.

Capture & Display Estimated Shipping - For all future Storefront orders, the estimated shipping that was displayed to the user will be captured on the order and can be viewed on the Order Details tab. It is also included in the order confirmation email.

Additional Storefront Tags - We have added some additional tags to Storefront that can be used in the opportunity fields and order confirmation email. The new tags are:

{{presented_terms}}   - The presented terms and conditions at the time of approval

{{workspace_id}}   - The ID of the workspace (can be used to create a link to the workspace on the opportunity)

{{order_table_mfp}}   - The standard table of products shown but including the Manufacturer Part Number

Display Approved Terms & Conditions - The terms and conditions that were displayed to the user are now stamped on the order details and can be reviewed by either the Storefront customer or the Adaptive Catalog user.

The Presented Terms can be added as a column to the Storefront Orders grid

Prepared Carts

Direct Link Generation - In addition to sending an email to the customer, you can now get a direct link to the prepared cart that can be sent to the user via a ticket, chat, or any other communication method.

Customer Comments - Customers can now comment on prepared carts, which will email the sales rep and call any set up webhooks.

Workspace Item Grouping - You can now group items together on a workspace, which is then presented as grouped items on the prepared cart to the customer. For larger prepared carts, this allows you to more easily define groups of items.

Additional Prepared Cart Tags - We have added some new tags to Prepared Carts that can be added to the email sent to the customer. They include:

{{cart_expiration_date}}   - The expiration date of the cart (if set)

Additional Webhooks - You can now set up a webhook for Quote Requests & Customer Cart comments.

Procurement

CSV Export - You can now export any procurement orders as a CSV file. This is useful for importing into other systems, requesting a quote from your rep, or placing orders with vendors who do not have supported APIs.

Manual Vendor Refresh - If you want to fetch the latest order details from a vendor without waiting for the background processor, you can manually trigger a vendor refresh. Note: Doing this repeatedly may trigger rate limits on your vendor account

Activity Log for Orders - You can now see the activity log for procurement orders on the order details panel as well as the global activity log.

Webhooks - We have added webhooks for specific procurement activities. The currently support activities are: Order Creation, Order Update, Order Shipment Update, and Demand Item created.

Bug Fixes & Improvements

  • Skip Rows for Vendor File Import - When importing vendor files using our FTP / SFTP extension, you can now specify the number of header rows to skip. We have also updated our mapping logic to handle vendor files with variable numbers of columns in the first 5 rows.
  • Global Bundle Visibility - Bundles should now be visible to all users instead of just the user who created them
  • Fixed issue where items could not be added to prepared carts by Storefront users in certain circumstances
  • Resolved issue with converting bundles to products in opportunities for prepared carts
  • When clicking links to specific pages in Adaptive Catalog while not logged in, you will be directed to that page after login instead of the home page.

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