(3) Address Book & Shipping Preference

There is an average of about 2.5 shipping locations per sales organization (this figure includes Bill-to's). Only 36 Bill-to organizations have more than 10 ship-to locations.  Sorting and grouping may not be terribly important for majority of customers initially, but we do want design to scale. Q: Should there be one Address Book per sales org, or a separate address book for each Bill-to organization? The specs below assume the former, but content/IA/design requirements should be roughly the same for either choice.                                                                                                                   

Address Book for Vandelay Industries (Sales Org 3579)

I. Need design for -  Means of navigating all of the addresses associated with this Sales Org (browse and search – alpha by company or contact name; by zip; other fields TBD? CE/CR will want to use #s)

II. Need content/IA/UI for the contact info and preferences for each address/record.

a. See screenshots below for current content (main screen and secondary "sales info" screen)

b. We need to incorporate Tina's and Meme's list of shipping/handling preferences - currently most/all? of these are "one-off" settings chosen at checkout; we want to convert them to user preferences.

c. Brandit and labeling preferences - see further below

d. Flag or indication that address is residential or commercial?

Grouping & sort order??? One big list (sortable how?), or chunked up as follows (sortable how?):

My Bill-toOther Bill-to'sNon drop-ship ship-to'sDrop ship ship-to's
sort: n/aA-Z by city? state, then city?A-Z by city?A-Z by company name?

Vandelay, Queens, NY (000000) >

Austin, TX (666666) >

Sioux City, IA (987654) >

Seattle, WA  (999999) >

Vandelay Warehouse Chicago, IL (Bill-to is Sioux City IA, 987654)

Vandelay Warehouse Hartford, CT (Bill-to is Vandelay Queens, NY, 000000)

Dave's Fish, Islip, NY (Bill-to is Vandelay, Queens, NY, 000000)

Kramerica Undergarments, Portand, OR (Bill-to i s Seattle, WA, 999999)

Ewing Oil, Dallas, TX (Bill-to is Austin, TX, 666666)

Cyberdyne Systems, Los Angeles, CA (Bill-to is Austin, TX 666666)

Wayne Enterprises, Gotham, MT (Bill-to is Seattle, WA 999999)

Virtucon, Wilmington, DE (Bill-to is Queens, 0000000)

Nakatomi Trading Corp., Los Angeles, CA (Bill-to is Austin, TX)

 

Same screen as for Bill-to's, but some fields not relevant (e.g. invoice fields).

  

Bill-to's also have a Sales Info screen. For ship-to's some of the fields here are derived from the bill-to; other fields may differ (for example, "Ship via")

Your BrandIt™ logo

[ x ] Use this logo on labels for all of my orders

[ x ] Place this text on labels for all of my orders:

       To reorder call 978.563.6175                                            

(lightbulb)You should know
You may override these labeling preference at the checkout stage. In addition, you may store different labeling preferences for use with other shipping destinations within your Address Book.

The process of setting up BrandIt logos is currently manual. Users fill out a Word doc and email it, with image file attachment, to customer rep, customer service, or fax it. (From there it is sent to Chris E.,who chooses from 10 templates, and then what.... How is the circle closed?)

Q: Is it within the scope of this project to put Brandit Logo submissions online?  If so - can any individual user with a Laddawn account upload a logo?