mnichols08 / open.CRM

An open-source Customer Relationship Manager written with Next.js and Typescript
https://open-crm-six.vercel.app
GNU General Public License v3.0
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[EPIC] Products Management System #29

Open mnichols08 opened 2 months ago

mnichols08 commented 2 months ago

Epic: Product Management System

As a user of the Customer Service and Order Management System, I want to be able to create, view, edit, and manage product information as orders are placed, so that I can track product details, costs, and their relationship to customer orders and tickets efficiently.

This epic includes:

  1. Product Data Model:

    • Implement a product schema with fields for Line Code, Part Number, Product Name, Description, Source, Cost, Quoted Price, Extra Cost (e.g., Freight), and Assigned Orders.
    • Design the model to allow for manual product creation during the order process.
    • Implement a relational connection between products, orders, and tickets.
  2. Product CRUD Operations:

    • Develop functionality to view all products in a list.
    • Create a feature to add new products with all relevant fields during the ordering process.
    • Implement the ability to edit existing product information.
    • Add a feature to remove products from the system.
    • Create a detailed view for individual product information.
  3. Backend Development:

    • Design and implement a product schema/model.
    • Develop server-side logic for storing, editing, removing, and retrieving product data.
    • Implement logic to associate products with orders and tickets.
  4. Frontend Development:

    • Create responsive UI components based on provided designs for product management.
    • Establish and implement connections between frontend and backend services for product operations.
  5. UI/UX Design:

    • Create mockups for all product-related views:
      • All Products List
      • New Product Form
      • Edit Product Form
      • Product Removal Confirmation
      • Individual Product View
  6. Data Relationships:

    • Implement a relational structure between products, orders, and tickets.
    • Ensure that products can be associated with multiple orders if necessary.
  7. Order Tracking:

    • Develop functionality to track orders associated with each product, especially for items ordered from outside sources.
  8. Cost and Price Management:

    • Implement features to manage and calculate costs, quoted prices, and extra costs for each product.
  9. Integration Capability:

    • Design the system with the potential for future integration with the existing Inventory Management System, even if not immediately implemented.
  10. Testing and Quality Assurance:

    • Develop and execute test cases for all product management functionalities.
    • Ensure data integrity and system performance with various product volumes.

This epic encompasses the full scope of building a flexible and efficient product management system within the context of the larger Customer Service and Order Management System. It ensures that users can easily create and manage product information as they process orders, maintaining a clear relationship between products, orders, and customer tickets. This approach will enhance order tracking, especially for externally sourced items, and provide a comprehensive view of product-related information throughout the customer service process.