Berry Book of Business - Design Overview

Table of Contents
Berry Book of Business - Design Overview
Introduction
Benefits
Assumptions
Phase Expectations & Deliverables
User Experience
Enhanced Search
My items
My Orders
Territory Manager Usage
Switch User
Mobile
Appendix A – Data Requirements
Berry Book of Business - Design Overview1
Introduction2
Benefits2
Assumptions2
Phase Expectations & Deliverables3
User Experience3
Enhanced Search3
My items4
My Orders5
Territory Manager Usage7
Switch User8
Mobile8
Appendix A – Data Requirements9

Introduction

This project involves the addition of Berry Custom Film items that have already been ordered, and therefore configured in JDE, to the Laddawn.com site. Existing customers who have already placed historical orders for these items can go to the site, locate the items in question, and reorder them. Since these items have already been configured, the long delay usually associated with creating a new item in JDE is a non-issue with these orders. Laddawn should be able to take orders for these items and transmit the orders to berry via EDI. From that point on, these orders will behave like any other order placed on the site.

Benefits

The benefits of this process for Berry customers are obvious – the customers are now able to place orders via B2B e-commerce transactions rather than phone calls, faxes, emails, etc. This reduces the time necessary to place the orders, and once placed, these orders behave like all other orders on the site. The customers get access to all the other benefits of Laddawn.com.
These reorders are typically placed by customer calls or emails to Berry Customer Care representatives. Over time, once a significant volume of these reorders moves to Laddawn.com, some number of these reps will be freed up to work on different projects, or to work with other customer-service goals. One possible reassignment for customer care reps is to the Customer Relationship group in Montvale, NJ. This group's goal, like Laddawn's CR team, is to get users to move their business onto the site.
From Laddawn's perspective, this addition of items to the site has the potential to draw a large number of new users to the site. Even though many of the Laddawn customers are shared with Berry, the customers who have ordered Berry items in the past may not be avid Laddawn.com users. In conjunction with our redesigned mega-menu, etc., getting these "new" users' eyes on the site stands to increase their exposure to the other products we sell.

Assumptions

The following assumptions are being made:

1. The reorder-able items, at least to start with, are specific to a customer. Any specific item in the list of re-orderable items is available to one and only one customer, even if it is the exact same item as some other item on the list. Users from Account A will not be able to search for and find items purchased originally by Account B, unless the accounts are both in the same Sales Organization.

2. These items may be in categories that are not currently supported on Laddawn.com. In other words, items could be in categories we are familiar with, like gusseted bags, but they may also be in categories we have not supported, like "bottle bags".

3. None of the categories that contain ANY of the re-orderable items are to appear as options anywhere on a mega menu.

4. None of these items are configurable in any way. They are items that are already configured in JDE, so they cannot be modified to create new items. The point of this project is to add the exact items already purchased by a customer so that they can reorder the precise item with as few clicks as possible.

5. Freight will be built into the pricing for these items

6. The Berry and Laddawn customer lists will be matched according to the following rules:

   1. Berry soldto accounts will be matched to Laddawn Sales Orgs.

   2. This matching will be done manually before a customer's items are added to the site.

   3. Items ordered by contacts in any Berry soldto account will be made available to all contacts within a Laddawn sales org.

7. From a CE standpoint, these orders will be handled like Marketplace orders. In other words, today, a customer inquiring about a Marketplace order gets routed to the VRP department, which contacts the actual vendor. The same approach will apply here. CE will route a request to the VRP department will reach out to Berry to get status updates, and to place any allowable changes to the order.

Phase Expectations & Deliverables

This project will be divided into phases, each having its own set of deliverables:

1. Develop features to support the functionality in this document as it pertains to customers and TMs. Based on a complete data set supplied by Berry, select a small group of customers whose items will be manually added to the site. Test the implementation of these new features with this sample customer group. Items in this phase will be "one-to-one" meaning that each item number will be associate to one Berry sold-to account.

2. Build a mechanism to import a "feed" of the remaining items from Berry. This feed will contain the remaining reorder-able items, and all the meta information necessary to add them to the appropriate places on the site. The feed will also contain similar information for new items ordered by customers not on Laddawn.com. In other words, if a customer places an order by calling Berry Customer Care, the items ordered should be reported to Laddawn.com in the next version of the feed, at which point they will be added to the customer's account.

Develop a means of automatically matching Berry Sold-To accounts with Laddawn Sales Orgs

1. Develop an additional set of features to support "one-to-many" items.

User Experience

It is assumed that this group of re-ordering users will access their items in one of three ways on the site.

1. From the enhanced search box at the top of the page

2. From the 'My Items' tab

3. From the 'My Orders' tab (once a reorder has taken place).

Enhanced Search

1. The user browses to Laddawn.com and logs in.

2. The user enters the item number in the enhanced search box. This item number could be one of three numbers: Laddawn stock item number, Berry JDE item number, or the customer's own custom item number.

3. No matter which item number the user enters, the enhanced search feature will attempt to locate that item number. If a partial item number is entered, or there multiple item numbers that match parts of the entered number, all item numbers will be shown in the suggestions.

4. The user selects the appropriate item number from the suggestion list, or enters a complete and unique item number, and is shown a builder for that item's category.

5. The builder will be category specific and will show an image and a brief description of the category. There will be no configurable fields on the builder.

6. The user will be presented with a single result that represents the item s/he searched for.

7. The user can enter a quantity (to be validated within the min and max limits, if any) and can add the item to the cart and checkout.

My items

1. The user browses to Laddawn.com and logs in.

2. The user clicks on the 'My Items' tab.

3. The user selects 'My Location' from the scope selector.

4. The table on the right refreshes to show a list that contains:

   1. Laddawn items saved by others at the user's billto location

   2. Berry re-orderable items from all locations in the sales org.

5. The user can select an item, click the dollar sign price history icon, and select 'reprice' to pull this item back through the "widget". 11/30/20 (JudyA) - these are loaded as off-site stock items, not MOD items even though in reality that are custom items to Berry - there is no $ to select because there are no quotes attached to these items. Just click on the item# to push through to the builder.

6. The builder will be category specific and show an image and a brief description of the category. There will be no configurable fields on the builder.

7. The user will be presented with a single result that represents the item s/he searched for.

8. The user can enter a quantity (to be validated within the min and max limits, if any) and can add the item to the cart and checkout.

Figure 1 - The Proposed 'My items' screen

Additional 'My Items' features

The additional features required for the 'My Items' tab make the reorder-able items easier to find. The existing 'Item #' filter field will accept Laddawn item number, Berry item number, and customer item number, and will filter on all three.
There will also be a category dropdown menu, which will show the union of all categories represented by the items in the current scope (Me/My Location). The contents of this list will be populated when the tab is first visited, and whenever the scope is changed. The contents of the list will remain unchanged in all other cases.
Given that the categories for the reorder-able items will be separate from the main Laddawn categories, there will be a cross-reference to denote that a particular re-order category is equivalent to an existing Laddawn category (where applicable).
For example, if a reorder-able item is a gusseted bag, the item will be placed in a Berry-specific gusseted bag category to keep it hidden from the Mega Menu. The cross-reference will then equate the Berry-specific gusseted bag with the Laddawn gusseted bag category, so that this drop down will only show "Gusseted Bags" and will filter on both Laddawn and Berry items that fall into either gusseted category.
If the item is bottle bag, and at this time bottle bags are not a valid Laddawn category, the drop down will show Bottle bags, and will filter out only the Berry items in that category. There is also some likelihood that Berry will want several of their categories to be grouped into a single one on this drop down. This cross-reference may be used in this case as well.
Note: All of the category filtering logic described here applies ONLY to this drop down (and its equivalent in 'My Orders'). No mega menu or builder logic is affected by this cross-referencing logic.
The first two columns on the 'My Items' page will also be changed slightly. The Item number columns will behave as follows:

1. The first column will show the Laddawn item number

2. The second column will show:

   1. The customer's custom item number, if applicable

   2. If no custom item number, it will show the Vendor SKU Berry item number, if applicable

   3. If there is neither a custom item number nor a Vendor SKU Berry item number, the column will be blank.

My Items Generic Changes/Fixes

In addition to the changes required to implement the Berry Book of Business project, there are some functional changes to be made to the 'My Items' page to make it more generically useful for all users.
The Product Use and Location tagging feature, which currently operates separately from the 'Apply' button, will be refactored into dropdown selections, and moved above the 'Apply' button, so that there is a more consistent behavior for the user selecting filters.

My Orders

Once a reorder has been placed, the user may go to 'My Orders' and find orders for their Berry items. 'My Orders' will behave just as it always has, with the exception of the additional filtering options as described in the 'My Items' section of this document.
Note: The 'My Orders' tab will receive the additional filtering fields and logic that appear in the 'My Items' section of this document. Tag filtering is currently not available on the 'My Orders' tab and will not be added as part of this project.

Territory Manager Usage

At Laddawn, senior sales, CR, and CE personnel access the site on behalf of their customers. Laddawn employees do so by logging into Avante and starting a '005' Web Request, which in turn spawns an instance of the web site in a special 'CE mode' that mimics a contact's login and provides additional CE-only functionality.
Berry sales personnel will need to do similar things on behalf of their customers. The catch is that Berry employees do not have access to Avante as a rule, so there is no existing simple way for them to login on behalf of their customers.
To solve this problem, this project will include a feature that will identify Territory Managers when they login. After the traditional login process, a territory manager will be presented with an additional popup:

Figure 2 - The TM Contact Selection Popup
This popup provides tools to allow the TM to search for a contact across the entire database of available contacts. Once found, the TM can select the contact to impersonate and will be logged in on behalf of that contact.
Berry Territory Managers also might need to place orders for end users on Laddawn.com. In this mode, the TM will log in to the site as normal. The contact selection popup will appear, , and the TM will select the 'login as myself' button to enter the site on his/her own behalf. In this way, the TM can become a distributor and service a number of end users.
Note: The TM will be impersonating the contact in a way similar to the CE process. However, the TM will not have access to the additional functionality that CE representatives typically use. These features are heavily dependent on the underlying connection to Avante that CE agents have and that TMs will not.
Once a TM has successfully located a contact, s/he can login and get access to that customer's items, order history, and pricing. The TM will be able to generate quotes and save/share/add items to carts on behalf of the contact. Similar to the CE process, the TM will have to add items to a different cart from the one actively in use by the contact, if there is one.

Switch User

When a TM has completed working in one contact's account, and is ready to switch contacts and work in a different account, s/he will click on the following menu option (accessible by clicking on the user name field in the top right of the screen). Selecting this option will produce the same contact selection popup the user saw when first logging in.

Mobile

Berry Territory Managers will very likely be accessing the site from a mobile device. Therefore, the mobile version of this new set of site features is very important. Please see this link for the design of the mobile version of these features.

Appendix A – Data Requirements

Based on the "standard" spreadsheet format that is used to describe items to be added to a new OSS category:

1. Laddawn Item# - FROM COLUMN A – assigned by Julie's team

2. Item Category(s) – this will be used for searching in My Items – DETERMINED BY WIKI TEMPLATE

3. Width, Depth, Length – will be used for dimension search in My Items EXTRACTED FROM COLUMN B – WE WOULD NEED THIS SEPARATELY FOR AUTO FEED

4. Gauge, Mils or Mics,  Full Gauge Y/N  EXTRACTED FROM COLUMN B AND WIKI PAGE

5. Item Description – will be used throughout the website and on customer-facing forms  PURPLE DESCRIPTION FROM COLUMN B

6. Seal Construction (Bottomseal, Side Weld, Star Seal, etc)  COLUMN G

7. Film Color/Opacity  INCLUDED IN COLUMN B – WE WOULD NEED THIS SEPARATELY FOR AUTO FEED IF THEY WANT THE COLOR DETAILED IN RESULTS – IF ONLY IN DESCRIPTION, WE DON'T NEED IT

8. Vented?   HAVEN'T HAD ANY VENTED OSS PRODUCTS YET

9. Packaging (Cases, Rolls Boxed, Rolls Cradlepacked, Rolls Tray Packed, etc)  DETERMINED BY COLUMN D ALONG WITH COUNT – WE WOULD NEED THIS SEPARATELY FOR AUTO FEED

10. Count (per packaging UoM – could be Count per Case or Roll or Feet per Roll for continuous product)  COLUMN D & WIKI TEMPLATE

11. Item Weight – yield and packaged weights  COLUMN E HOLDS THE PACKAGED WEIGHT PER UOM FOR RESULTS, CART AND CHECKOUT/LABELING

12. Pricing Unit of Measure (for example, priced per thousand) FROM WIKI TEMPLATE

13. Lead Time Days, Cutoff Time, Additional Days to add after cutoff time  FROM WIKI TEMPLATE

14. Berry's Part Number  USUALLY IN SPREADSHEET – I DON'T SEE IT FOR CAN LINERS, SO IT MAY HAVE BEEN GIVEN TO WAYNE SEPARATELY.

15. Customer's Part Number (if there is one)  We aren't given this information, since we aren't setting up items for a particular customer – Per Jeff K, this is important for reorder searches

16. Berry Product Line We aren't given this information normally – this is a new field that we just started populating – this should be part of a new category setup

17. Combine & Save available for this item?   WIKI TEMPLATE

18. We will assume no Brandit Labels are needed  WIKI TEMPLATE

19. Can this item be sampled (or is this necessary if customer already buys this product?)  WIKI TEMPLATE

20. Order Quantity - Minimum, Maximum and Multiple  WIKI TEMPLATE

21. Quantity Breaks with associated prices and costs (we could calculate cost as % of price) COLUMNS O-U HOLD QTY BREAKS AND PRICES; COLUMNS W-AC HOLD COSTS

22. Images for each new category  - PROVIDED BY SUZI AND CHRIS

23. Freight Included in Price?  WIKI TEMPLATE

24. CPU Allowed?  WIKI TEMPLATE

25. Included in Laddawn Free Freight?  WIKI TEMPLATE

26. Included in Promotions?  WIKI TEMPLATE

27. KEYWORD searches  WIKI TEMPLATE

28. Material – COLUMN F

29. Detailed Description (for Desc Tab) – Column C

30. Shelf Life – COLUMN H

31. Regulatory Status – COLUMN J

1. Creation of categories on the fly?

   1. Category Images