Laddawn.com : Order History - COMPLETE

COMPLETE

These specifications are complete. Finishing touches included:

1) Incorporation of 'remake order' into reorder screen; this will be viewable by CE only.

Programming notes: Today, C/E answers questions during Quote Entry that flag a quote as a ‘remake’ and enter a reason code from a list. They use the configurator Misc$ to match the original price on the remake quote. If we gave c/e the ability to flag the MOD item as a remake from order history, we can price it at the original price (so they don’t need to use Misc$ for this). Still need to credit original invoice.

2) Added carrier to tracking number in tracking screen.

NOTE: screens for "summary" and "invoices" are missing - "summary" will not be designed until the Checkout design is complete; invoice functionality is on hold.

Overview
Order History: The last stop for your orders once they go through Checkout.
Components

Overview

Order History is the place a user goes to review past orders, track status of shipments, and reorder whole orders or individual items. If not in the initial release, then in a future release, users will be able to access invoices here. This is also where CE will initiate the "remake order" process for MOD items that defective. With respect to MOD items, this takes the place of "as hads."

After a user has clicked "Checkout" button at the end of the checkout process, the order is moved to the Order History tab.

The user will have robust filtering options, similar to Saved items, to help reduce large order histories. The user can filter by both order name and by item.

The user will be able to access data on a past order such as tracking information, summary/confirmation info and invoice(s), and be provided a quick and easy means of reordering some or all items from a past order.

Order History: The last stop for your orders once they go through Checkout.

The tab for the "Order History" uses the Laddawn purple when selected. When you hover over the name of the order, a tool tip displays ship to recipient, total order value, and total items in order; here "items" means lines.

Order History (default): Filter by Order Name	Order History: Filter by Item

Components

Header: Filtering by Order Name and by Item examples

Filter by Order Name - with criteria	2. Filter by Item - with Criteria

1b. Filter by Order Name - shadowbox The user has clicked the "Order Name" link and gets the "Reorder" shadowbox screen.	2b. Switch back to Order Name The user has clicked one of the item numbers with a width of 12 and is brought back to "Filter by Order Name" view. This view shows the order name that has the item in it. The user clicks the "Order Name" link.

	2c. The Order is opened After clicking the order name link the user sees the entire James Brothers Layflats order.

NOT SHOWN: Pagination to follow specifications in X - Paginated lists - COMPLETE (under More cross-cutting UX topics ). Not shown because this approach was arrived at after many of the images below were developed, and we didn't think it was a good use of time to retrofit the images above and below to match the approach.

1. Filter by owner of cart list or person in their org (1st Tier)

The 1st tier filtering provides the user a way to filter order histories and order histories of others in their org.

2a. Filter by Order Name (by Order Name, by Date, by Order #, or by PO# (2nd Tier))

Overview
The default for the filters is to filter by order name and view ALL past orders by name, date, order# and PO# . Also, the user can reset each field individually or by using a global reset link to the right of the filter box. The rest link goes away once all 4 filters are returned to their defaults.

Find Orders Filter (See wire frame below - Find Past Orders Filtering)
Typing into this field will reduce data depending on letters or combination of letters entered after the user leaves the entry field. A reset icon within the entry field and global reset link display once a value is entered.
By Date (See wire frame below - Find Advanced by date Filtering)
This filters results by range of dates. The date ranges that can be used are All, Last 7 Days, Last 14 Days, Last 30 Days, and Last 6 months. Final dates ranges are TBD. This field will need to be manually reset to "All Dates" should the user want it to reset it on an individual level. A global reset link will display once a selection other than the default is chosen.
Advanced Filter by Date: (view wire frame sample below)
By Order#
This field reduces data set once a user types in a numerical value for Order#. A reset icon within the entry field and global reset link display once a value is entered.
By PO#
This field reduces data set once a user types in a numerical value for PO# and leaves the entry field. A reset icon within the entry field and global reset link display once a value is entered.

3. Filter by Item# (by 1st Dimension (2nd Tier))

Overview.
When the user toggles to filter by Item Number, the user will be able to filter by Item number, date ranges, width, depth, length and gauge. The default sort is by reverse chronological order.

The filtering will allow them to continue to reduce the data set.

The list of orders - order name and other data

Order Name: Initial State	Order Name: Hover

Sorting Column Headers
You can sort by Order Name, Order Date (default, Order#, PO#, Ship Name, and Order Value. Order Date is displayed as the default in reverse chronological order.
Order Name: this column contains data of what used to be Cart Name. They can be sorted by alpha (a-z) and then clicking again will switch to reverse (z-a).
Order Date: The date the user has ordered his items from a cart.
Order#: This number generated from completing an order through checkout.
PO#: This number generated from completing an order through checkout.
When a user rolls his cursor over a row
When the user rolls over a row, the row will display a light background color of (#eeeeee).
Hovering on the Order Name Link
Hover over "Order Name" will create a small pop-up that displays Ship-To, Order Value and Total Items data from that order.

For future consideration

"Post-order" business online

Is Past Orders tab the right home for doing more "post-order" business online? (payments, returns, pack slips, etc.) This question also logged under "User preferences, my account."