Created by Susan Parker (Unlicensed), last modified on Jul 10, 2013
QuestionInternalW/Tina & Meme

Quote acknowledgment - going forward, what event(s) trigger this; what will the content be; and how will it be formatted?

Today's quote acknowledgment

Sales order acknowledgment - triggered by checking out. What will the content be, and how will it be formatted. This is essentially being answered as part of checkout design.

Today's order acknowledgment - stock

Today's order acknowledgment - MOD

Print quote (140) and print sales order acknowledgment (090)  - will this remain in Avante or be on the web? 

  • This is essentially CE resending or refaxing the quote or sales order acknowledgment at the request of the customer. (More advanced functionality is sending/printing multiples at a time.) 

For reference, see:

X 
Convert quote (130) - for more detail, see Convert quote.X 
New product request - We discussed in May; have a better idea of what this is, but still not sure about some things.  Does not seem to have its own specific request type -  how is it done today - is it part of another CE request type? Is the need for this going away based on search results capturing parameters for 'no match' searches?XOnly if unresolved from internal mtg
Custom quote change (120) - just haven't discussed yet as part of our meetings (or if we did, I have no notes or recollection). How does it work today, where does it belong (on web or in Avante), what is the universe of "changes"? Let's review Saved items - COMPLETE and specs for what happens when changes to saved MODs are made - does this accomplish roughly the same thing? (Note - if someone wanted to change a MOD that hadn't been saved, but was in a Cart, they can easily save it from the Cart.) We resolved that Saved Items addresses this request type (although we did uncover some gaps in the specs for Saved Items.) -SP, 7/1/13X - Judy?X - if theory RE saved items is correct, get their blessing

Are any of these candidates for comments on the checkout screen (for CE manager only)? Or blanket preferences that only CE can set?

  1. What types of comments are manually added (by manager only) to the w/o comments screen when a custom sales order is created?
    1. Production-specific comments like: RUN W/ORDER XXXXXX or LABEL END OF BOX
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Include Certificate of Compliance (144) How many different cert types are there? What happens if this is requested for a multi-line bundle? May not be an issue if there's only 1 or a few certs that cover most products. Can there be multiple certs for a single line? What is the end to end process for including these w/shipment? Where is the repository of Certs?  X

Attach documents (111) (Customer has documents that they want included with the shipment; some of these documents need to be filled out by Laddawn. Others are just being passed through.) Available only to CE only. (In Avante, or web interface?)

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General exploration - beginning to rethink the breakdown of request types; we don't necessarily want to map existing CR types to web screens, there may be potential for streamlining.  See scenarios. We began this process on 6/25. More to come. - SP, 7/1/13 X

What hoops does CE go through to match master user from one bill to ordrering on  behalf of other billto? does knowing the limits on master users universe matter?

 

 

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Attachments:

Quotation 685816.0.pdf (application/pdf)
sales order ack.png (image/png)