Laddawn.com : CE tasks mapped to web (or remaining in Avante)

CE tasks

Will no longer be in Avante?

Map to screen in new web design

Does the current design need any modification in order to work efficiently for CE? (Assuming issue 1 above is addressed...)

030: Sales Order Entry (24%)

• Shop widget
• Cart - quick add
• Also - Saved Items? Saved Carts? Past orders?

PLUS

• Checkout

035? (NEW): Sample order entry

See How are we going to handle Sample orders

This is probably a phase 2 feature. Talk to design team. SP, 4/23/13

Arrive on date (NOT A CE REQUEST TYPE, BUT A SETTING IN A ... SALES ORDER ENTRY?)

• Checkout, bundling process

1/10/13: CE can choose between a 'ship on' date and an 'arrive on' date; Avante calculates how many business days to subtract from arrive on date to arrive at ship to date.  this needs to be preserved, and perhaps also offered to customers on the web.

3/29/13 - see related discussion here. At this point, we envision a "I want to specify a future ship date" feature during the checkout process - part of bundling.

4/8/13 - see the various 'flows' for bundling shipments which seem to address this satisfactorily.

043: Check Order Status (10%)

• Past orders (tracking)

Circle back with CE during active design phase. 1/8/13

3/29/13 - ready to review Order History - COMPLETE.

4/8/13 - we reviewed Order History - COMPLETE w/Tina & Meme on 4/4.

070: Stock Check

• Shop widget
• Cart - quick add
• Search box in banner

4/30/13 The web screens noted will satisfy basic stock check functionality, but there are times when CR/CE needs to see entire inventory of stock in all warehouses, what's in transit, etc., ideally in conjunction with MRP screen. This enables them to assess customer requests for special, one-off volume discounts based on supply/demand. Typically the decision to give a discount or other special dispensation is made by a senior person, but the senior folks appreciate it when the CE/CR person does some due diligence first using the info in these advanced screens.

080: Price Inquiry (7%)

• Shop widget
• Cart - quick add
• Search box in banner

Avante shows Uom, Case/Roll Weight, current price & proposed price change/eff date-JA

1/8/13: The web design will work with the following exceptions: ability to see upcoming proposed price increases and decreases (and past pricing history).  Tina and Meme said weight is rarely referenced in this context.

4/30/13 - Keep advanced functionality in Avante for now. See screenshot below, 4/23.

090: Print Acknowledgement

Which actions will generate auto ack. Then, how do we enable RE-sending an Ack. Once you save a cart, checkout, or share something, how do you RE-do the email or acknowledgment? 1/8/13

Talk to design team about these questions. SP, 4/23/13

Leave in Avante for now; logged as post launch change. SP, 5/13/13

Talk to Judy and Jim; some disagreement over this. SP, 6/5/13

100: Print Invoice

Would be ideal as part of past orders for customers to be able to see Laddawn invoices for those orders - and give CE ability to send via fax or email. 1/8/13

This is now part of order history design; however, display of invoices is not in scope for initial release. Therefore it remains Avante till next release that addresses this requirement. SP, 5/14/13

110: Custom Quote Entry (18%)

• Shop widget > search results >

No issues at this time for basic quote entry. 1/8/13

We should ask CE to validate what's been done so far.  Let's develop a scenario with the CE persona. Still need to do this. SP, 4/23/13

See Quotes entered by c/e on behalf of customer - how will it work?

Suggestion that 'ashad searches' on the new web look at carts, saved items, and order history for the search criteria entered (ie, bag size) and show where the item was found in search details-Judy

 4/8/13- captured fact that quotes no longer auto saved as Change management issue; order history and saved items replace current as hads.

Remake orders - not a CE request type; part of custom quote entry (110)

• This needs to be worked in to Order History (accessible to CE only).

Remaking MOD orders that have shipped, following a return authorization, due to a Laddawn mistake; Laddawn has reason codes that they want tracked.

2/5/13 - Today this happens at the quote creation screen. Does this belong in the quote creation process or quote conversion process? Could complicate the automation of converting quotes.

See

Add 'remake order?' and 'remake reason code' for MOD items

Per Judy, this HAS to be on the web (for CE eye's only). Talk to Judy & design team jointly. SP, 5/14/13

DONE. SP, 6/5/13

11-special one-off price adjustments for custom quotes + history

For a variety of reasons, about 12 x /day, quotes are bumped to Mark & Tina via workflow for downward price adjustments based on various factors - they look at a variety of data and make a judgement call.

CE has the ability to make a subset of price adjustments - if all remains the same, but the customer wants to increase the quantity; Avante requires manual override of price based on resin, price/lb. We discussed that the stakeholders want to automate that - to program Avante to automatically preserve underlying resin price.

1/8/13: No change to UI per se, except in case of Mark/Tina override, the need for customer to see online that a manual price adjustment was made.

We keep the Mark/Tina manual process in Avante; we automate the pricing preservation for MOD quotes where quantity changes. If the only change to a quote is zip, price would change for freight, but not resin costs.

Verify with Judy & John that this is all set. SP, 4/23/13

12-Quote Display

130: Convert Quote (9%)

Conversations need to be had with all concerned, including especially programmers. See JA: How will c/e convert a quote when they receive a p/o from customer?

1/29/13: Next steps:

• Steve and Susan to be trained by Sarah D. on quote conversion.
• S& S to flow out some scenarios step by step including Judy's P/O question.
• This will lead to preliminary designs and further conversations with CE and IT.

14-Print Quote

1/29/13: We reviewed the "Saved Items" design work in progress. We think CE will be able to accomplish the same function via various screens on the web - all the data/content is there in saved/shared items, saved/shared carts, etc. -- however, none of the designs to date includes the ability to a)  quickly pull up multiple quotes and b) batch them up to a printer.

Continue to create configurator 'script' in Avante for order display-Judy

010: New Distributor Profiles

040-Sales Order Change (15%)

1/29/13: We concluded this needs to remain in Avante for now; however, we need to determine if there are any specific sales order changes that are going away in Avante and which need to be addressed in web interface. Tina will produce a list.

2/5/13: Tina provided list. Long term, "Past Orders" should perhaps consist of recent orders that are still open for changes and closed orders. Original purpose, to recall/reorder items and new purpose, to make changes to open orders.

See also: How will c/e edit an existing Quote (customer part#, quantity change, print plate image upload, etc) or Sales Order (ie, add comments, change ship via/fob, change request date, quantities, prices, order cancellation, pickslip cancellation, etc)

Talk to design team about these questions. SP, 4/23/13

Applies only to live quotes (quotes that havenot expired, and have not been been ordered yet). Zip code, quantity and put-up (Q per case or roll) - not changes to the underlying product configuration (dimensions, materials, additives, color, printing, venting, packaging - those should be ... new quotes.)

Versioning of revs to quotes would be nice to have.

I think this corresponds to a saved item, or MOD item in a cart; what is the universe of changes that can be made? (Quantity and....?) We have already talked about making unit pricing editable for CE.

See also: How will c/e edit an existing Quote (customer part#, quantity change, print plate image upload, etc) or Sales Order (ie, add comments, change ship via/fob, change request date, quantities, prices, order cancellation, pickslip cancellation, etc)

Talk to Judy and design team. SP, 4/23/13

2/5/13 - to remain in Avante

According to Tina,, this is rarely used (and when it has bee used, it has been used erroneously).

170: CR/DB Memo Entry

2/5/13 - this will stay in avante; down the road, if/when invoices are put in the web, c/d "outputs" will flow back...

See How will c/e enter credit/debit memos - remaining in Avante?  

190: RA Entry

200: RA Change

210: RA Inquiry

I have got to think that if we're showing past order history, we need to include status of RA(?) - if not in the initial release, then in the next release. We should talk.

Leave in Avante for now. SP, 5/13/13

220: RA Acknowledgement

230: General

We should discuss for this release, a future release. My guess is it would not be hard to design or program.

Get more info from CE and JA on how it works for now

We are currently analyzing data on these quotes. See How will c/e enter custom quotes for NS-Made (outside of allowable ranges within normal MOD items) and NS-Buy (items we buy from outside vendors that are not Marketplace)

Talk to Owen, JA, DL. sp, 5/14/13

See How will trx be entered by c/e for NEPB customers (they do not have Sales Contacts or Sales Organizations)

Need to devise some type of "dummy contact" mechanism to allow transactions to be done on web. Talk to JA and JM. Sp, 5/14/13

###?: Payment terms changes