Proposal Summary
This proposal covers the implementation of Order import feature in the Balaji Cricket Website
Requirement
The Cricket website needs to have an order import feature.
The CSV file for import needs to have the below 4 columns:
- Door Code (Address Line 3)
- SKU (External ID)
- QTY
- PO
It should be able to bulk order for different locations in one checkout.
Show order summary:
- Total Amount
- Total Qty
- Shipping Total
- Order Count
Before checking out or placing the order, the uploaded CSV needs to be verified and if there are any issues with the CSV data, it needs to be displayed.
Either a report or detailed update needs to be displayed which includes details regarding the out-of-stock items, locations that not matching, quantity not available, items not matching, etc
The shipping method selection option needs to be there, and the same shipping methods need to be applied to all orders.
One-click and for example place 100 orders.
Deliverables
We will add a button on the cart page for order Import feature:
The button placement will be in between the options “Upload CSV” and “Quick Add” as shown in the screenshot below:
There will be a new page created for sales order import. So, on clicking the button, the customers will be redirected to this new page.
The UI will be similar to the UI of Upload CSV on the cart page as shown below:
The page will contain the following:
- Download link for sample CSV file for order import
- Billing address will be displayed from the corresponding customer record.
- There will be an option for selecting the shipping method the available shipping method. The customer can choose the shipping method and it will be common for all the orders that are importing.
- The default payment terms will be displayed in the customer record. The payment option will be terms for all orders and there will be no option to pay using a credit card or PayPal. Customers without payment terms will not have the option for order import. So, the feature will be hidden for those customers.
- There will be a cancel button also, the customer can cancel the process at any stage.
SOW
- We will provide a sample CSV file format in the page, which can be downloaded by the customer.
- After downloading they can enter the data in the same format and upload the file.
- The customer can upload a CSV file with as mentioned in the requirement there are 4 columns in the CSV file.
- The uploaded CSV file will be verified and if there are any issues with the CSV data, there will be a warning message displayed.
Displaying exceptions report
- If there is any exception case with any orders happens then there will be a warning message displayed to the customer. The exception will be raised if there are mismatches and wrong details added in the Excel uploaded by the customer.
- The message will be whether the customer need to continue with placing the remaining orders in the file or do the customer want to upload a new file.
- We will generate a file with exceptions marked in it.
- In this message two buttons will be there one to continue with the order and other button is to upload again.
- Also, there will be button for downloading the Exceptions reports as excel file
- We can add the following options as three buttons:
- Submit orders
- Upload Revised file
- Download Report
- For displaying the exceptions like out-of-stock items, locations that not matching, quantity not available, items not matching, a list/ report of that items will display to customers.
Shipping method
- The shipping method will be standard for all the orders in the import, for that there will be a shipping method option in the page and the selected option will be added to all orders in the import.
Bulk order placing
- However, these data are not sufficient for placing an order in NetSuite there are mandatory fields in the SO record. So, we are hard coding the remaining values (if required) in the extension code.
Note: The screenshots shown here for reference only UI design will be different and will be matching to the current theme of the website.
Risks
- We will first try to write the code in extension itself for placing orders in the backend, if any issue regarding the backend happens then we will go with creating an additional Suitelet for the order creation part with the help of the same extension.
- It is necessary to verify if the creation time of the order import is impacting the site’s performance, as customers may have to wait until all the orders are placed.
Queries
- Currently we are planning to add a button on the cart page as shown in the above attached screenshot, are we good to go with the same?
Estimate
Time Required – 164 hours