As a user of the Customer Service and Product Management System, I want a robust order tracking functionality that replaces our current manual methods, allowing me to create, view, edit, and manage detailed order information digitally, so that I can efficiently track all aspects of customer orders from initial quote to delivery.
This epic includes:
Order Data Model:
Implement an order schema with fields for Part(s) Ordered, Sourced From, Ordered On (Timestamp), Estimated Time of Arrival, and Extra Cost (e.g., Freight).
Design the model to link orders with associated products and customers.
Order CRUD Operations:
Develop functionality to view all orders in a list.
Create a feature to add new orders with all relevant fields.
Implement the ability to edit existing order information.
Add a feature to remove orders from the system.
Create a detailed view for individual order information.
Backend Development:
Design and implement an order schema/model.
Develop server-side logic for storing, editing, removing, and retrieving order data.
Implement logic to associate orders with products and customers.
Frontend Development:
Create responsive UI components based on provided designs for order management.
Establish and implement connections between frontend and backend services for order operations.
UI/UX Design:
Create mockups for all order-related views:
All Orders List
New Order Form
Edit Order Form
Order Removal Confirmation
Individual Order View
Data Relationships:
Implement relational structures between orders, products, and customers.
Ensure that multiple products can be associated with a single order.
Quote Integration:
Develop functionality to generate detailed quotes from order information.
Allow for easy conversion of quotes to orders.
Order Tracking:
Implement features to track order status, from initial quote to delivery.
Include functionality to update and view Estimated Time of Arrival.
Cost Management:
Develop features to calculate and track all costs associated with an order, including product costs and extra costs like freight.
Reporting and Analytics:
Create basic reporting features to analyze order data, such as order frequency, common products, and average order values.
Search and Filter Functionality:
Implement robust search and filter options to easily locate specific orders or groups of orders.
Testing and Quality Assurance:
Develop and execute test cases for all order management functionalities.
Ensure data integrity and system performance with various order volumes.
This epic encompasses the creation of a comprehensive digital order management system that will replace current manual methods of order tracking. It aims to streamline the entire order process, from initial quote to final delivery, providing a centralized system for managing all order-related information. This system will enhance efficiency, reduce errors, and provide better visibility into the ordering process, ultimately improving customer service and business operations.
A feature request for this is to maybe allow users to have a "staging area" for orders, as in...A place to say
X customer wants us to order Y Part. (Our Cutoff Time to Order is 10:30AM)
A lot of times we order said part when they ask but then they call somewhere else and they find it for cheaper / faster and call us back to cancel the order just 10 minutes later.
Rather than even placing the order it would be useful to store the potential order information and remind users to order said parts before the cutoff, but allow a window of time for the customer to potentially cancel said order as it does happen at least 49% of the time.
Epic: Comprehensive Order Management System
As a user of the Customer Service and Product Management System, I want a robust order tracking functionality that replaces our current manual methods, allowing me to create, view, edit, and manage detailed order information digitally, so that I can efficiently track all aspects of customer orders from initial quote to delivery.
This epic includes:
Order Data Model:
Order CRUD Operations:
Backend Development:
Frontend Development:
UI/UX Design:
Data Relationships:
Quote Integration:
Order Tracking:
Cost Management:
Reporting and Analytics:
Search and Filter Functionality:
Testing and Quality Assurance:
This epic encompasses the creation of a comprehensive digital order management system that will replace current manual methods of order tracking. It aims to streamline the entire order process, from initial quote to final delivery, providing a centralized system for managing all order-related information. This system will enhance efficiency, reduce errors, and provide better visibility into the ordering process, ultimately improving customer service and business operations.