tulip / ppe-logistics

Issue Tracking for PPELogistics.org
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Create Order - New Institution/Client #36

Closed AmyLee1920 closed 4 years ago

AmyLee1920 commented 4 years ago

Currently when the CSR's manually enter a new order they do the following:

  1. Search if the institution is already in the system - if so, they look to see if the client is associated, If no institution/client - they create institution/client on the "Create Order" screen.
  2. Typically if the CSR is creating a new institution/client - what triggered them to do this is the need to create an order which is on the same screen "Create Order" - in order to create an order they have to create the institution/client, then the screen goes blank with the information just entered, and they have to re-look it up again for the institution and client, then they can select the items to add to the cart.

Anything that can be done to streamline this while we are in stop-gap mode will help this bottleneck to orders entry.

Also on this screen, it would be helpful to have the order notes field on "Create Order" screen near the cart and allow that information to feed the same field on the "Orders Screen"

markfreedmantulip commented 4 years ago

completed

markfreedmantulip commented 4 years ago

separating out the order notes request