[EPIC] Comprehensive Order Management System

[mnichols08]

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:

1. 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.

2. 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.

3. 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.

4. 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.

5. 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

6. Data Relationships:

   • Implement relational structures between orders, products, and customers.
   • Ensure that multiple products can be associated with a single order.

7. Quote Integration:

   • Develop functionality to generate detailed quotes from order information.
   • Allow for easy conversion of quotes to orders.

8. Order Tracking:

   • Implement features to track order status, from initial quote to delivery.
   • Include functionality to update and view Estimated Time of Arrival.

9. Cost Management:

   • Develop features to calculate and track all costs associated with an order, including product costs and extra costs like freight.

10. Reporting and Analytics:

    • Create basic reporting features to analyze order data, such as order frequency, common products, and average order values.

11. Search and Filter Functionality:

    • Implement robust search and filter options to easily locate specific orders or groups of orders.

12. 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.

[mnichols08]

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.