WhatMethodKnown bugsWho
Finding the correct MOD via Godzilla and making changes to prices (quotes)

Use: quote change script (spreadsheet)

Test on training so that you will have "real" order/quote data

4391: Change to live quote autosaving if you answer prompt "revise existing" 
Customer part numbers and labeling  Cathy

Shipping preferences

Note: There is some overlap between this and bundling testing which involves backorder preferences.

  1. Set preferences on global basis - override all defaults, including CE and CE management settings.
  2. Set preferences on location specific basis which override all global preferences set on prior step (as applicable), including CE management settings
    1. Also change address settings - attention line, type of location (warehouse v. dropship), type of address (business/residential/limited access)
  3. Remember to click 'apply' and 'save' every time changes are made
  4. Take a snapshot of both sets of preferences for easy reference and comparison
  5. Leave preferences area and come back - did your preferences really get saved? (compare w/snapshots)
  6. Check cart out to location that inherits the global settings - have they all carried through correctly to the relevant checkout screens?
    1. May need to do this with carts that have multiple combinations of lines in order to trigger the appropriate preference action
  7. Check cart out to the location you set up with settings that override the global settings - have they all carried through correctly to the relevant checkout screens?
    1. Again, may need to do this with carts that have multiple combinations of lines in order to trigger the appropriate preference action

6. 900 comments - are they making it on to the right documents - BOL, packslip, work order traveler, warehouse pickslip. Are they displaying as expected in checkout?

3667 - unable to overwrite a populated attention line with null or new contents (only evident after applly/save/leave and return)

4534 -'make this a preference for' checkbox

 
Accuracy of availability dates and warehouse per item, per quantity - Sort of a pre-requisite for bundling?

Need to cover items that are only made in certain warehouses and quantities that trigger alternate warehouses or back order situations - also interplay with preferences like CPU

Need some help from someone with subject matter expertise which items are only made at certain warehouses.

  

Bundling in Checkout

 

Review all specifications:

Test as distributor with all three preferences - are the bundles you're seeing in Checkout reflecting them?

  • Let Laddawn decide
  • Always ship complete
  • Allow partial shipments

Test as an individual location with all three preferences

Test as distributor with CPU cart (and/or preference)

For all the above 7 scenarios, use quantity and availability info in active cart to create carts with the following situations:

  • One line of stock available at primary warehouse
  • Two lines of stock:
    1. Available at primary
    2. Available at alternate,  partial at primary
  • Two lines of stock:
    1. Available at primary
    2. Partial at primary, partial at alternate
  • Two lines of stock:
    • Available at alternate, partial at primary
    • Partial at primary, partial at alternate
  • Two lines of stock, both are partial at primary, partial at alternate (overkill?)
  • Repeat all of the above situations with 1-2 MOD lines in the cart

Are all of the bundling choices you should see in each of these scenarios/situations present?

Run through choosing every option available within bundling pop-up

Check what you see in bundling popup and on main screen - is it what you expect, correct, etc.?

Test all preferences on an individual basis.

4442-Laddawn PPD allowed for zips outside of continental US 

Shop widget validations - correctly allowing/preventing entry of various combinations
of parameters and/or returning results/no results

Requires subject matter expertise David?
Compare pricing on Training v. LiveIn process? David

Results returned from searches - run through all categories for all 5 groups

Result headings - See Comprehensive search result scenarios

Result sorting

YMACs - are they what you would expect, are they relevant, etc.

Product descriptions

  • Headline
  • Detail below headline
  • Full description (when headline is clicked to expand description, specifications and tab)
  • Image (where applicable)
  • SmartTech logos? Other logos?

Check to ensure every stock item can be found via item # search? Or a representative sample?

Requires subject matter expertise and understanding of design specifications and rules Tom/Cliff
Interplay between users at the same bill-to organization - filtering, ordering/sharing other users' stuff etc.

I tested Workgroups- the ability to block certain users from seeing your stuff. This was actually working quite well.

There are open tickets concerning workshare - automatic CC'ing of certain people when you share  or order; this can't be tested till those are resolved.

See also: users working on behalf of other users (saved items) - run tests to see if this is happening as spec'd.

  
Master users

Review these notes and specifications; test to verify working as spec'd

Logging in; should see drop down to switch between bill to orgs - test switching; are all your saved items/saved carts/order history lists changing to reflect the bill to you are working on.

Test ability to have up to one active cart per bill to going at a time - see Allowing Master Users to have more than one "CURRENT" cart.

Blocking master user from workshare - see scenario 2 here: Workflow - COMPLETE

  
What happens when different CE operators logged on as same contact at same time, and contact also logged onLocking, searching, etc.  
Do we need to run end-to-end drills with customer and CE transactions that
make their way through holds and on to production and shipping? Do the new
printed work order/shipping instructions make sense to those on receiving end? Do the workflows/holds make sense to those on the receiving end?
This may be part of the outreach that Owen is doing? See Info RE changes for departments to know about in advance of launchhhhhh  
Zip code defaults and other zip code issues

Zip codes properly defaulting upon login and between other actions

zips outside of continental US

  
Load/stress testing with simultaneous usersJim has been doing this  
CE request tab - verify that it is logging the correct individual requests in Avante, routing, holding, etc.This may already be covered by the testing and practicing that Tina and CE have been doing  
Saved items - basic filtering, searching, sorting.

Review specifications ( and changes )

Test as me/my location/specific contacts

Hover over item for details

Pricing history

Share history (see specifications )

Product use/location tags

  
Order history - basic filtering, searching, sorting.

Review specifications (and changes )

Test as me/my location/specific contacts

Item v. order view

Date ranges and "advanced date"

Filter by order #

Filter by po#

Reorder, track, summary

  
Saved carts

Review specifications (and changes)

Test as me/my location/specific contacts

Filter by cart name

Hover over cart name

Share cart history (see specifications )

  
Share items, share carts

Test as Brandit and non-Brandit customer

Share internally

Share with customer - does logo show if applicable?

Does it conform to spec? Including changes

Are the emails coming from "contactname@domain.com"?

Is the email formatted appropriately, and does it include the content you see onscreen?

Are copies automatically being set to contacts chosen in Workshare preferences?

  
Place order - checkout overallComponents of checkout have been tested extensively both in a reactive/random way and systematically  - we still need to be sure CC's (including automatic Workshare CC's) are working, and sales order acknowledgments are correct. There is also some overlap with testing of preferences and bundling.  
Content

Click through all content to be sure all links are working

Proofread all content for typos, etc.

  

Attachments:

blessed godzilla quote change script.xlsx (application/vnd.openxmlformats-officedocument.spreadsheetml.sheet)
blessed godzilla quote change script.xlsx (application/vnd.openxmlformats-officedocument.spreadsheetml.sheet)