Proposal Summary
This proposal covers the development for updating Live Order Listing in Dealer Ecommerce website as per the given requirement.
Requirement
Need to update Live Order Listing in Dealer Ecommerce website with the following requirements.
- Package Tracking Number field located within the packages subtab is not using for the package number. OX Tools using custom fields on the main item fulfilment page called Connote. So, requirement is to link this to the Track Items column in the Purchase History table instead of the Package Tracking Number.
Need to make some changes in the current Purchase History list table in the Dealer eCommerce site,
- Currently Purchase History list table have a column called Purchase No. OX Tools needs to rename this to SO Number. Also, another column to bring in the Customer Order Number on the Sales Order form, and call this column PO Number.
- Currently in the ecommerce website have option for filter all the orders showing in the table by date, number or amount. OX Tools needs to include a search function, so a specific order can be searched by PO Number, SO Number or date?
- Next requirement is to check the possibility of adding a new column called Delivery Agent, which will display the name of the courier which the order has been sent with? This can be pulled from the Carrier field on the Item Fulfilment form.
- The Date column, that is currently showing in the Purchase History table, is this the date the order was made? If so, OX Tools would like to rename this column to “Order Date” and add another column for the “Shipped Date”? This also can be pulled from the Date field on the Item fulfilment form.
- OX Tools needs to rename the Track Items column in the table to “Tracking Number”?
- Would it be possible to hyperlink the tracking number directly to the carrier’s webpage for that specific order, as shown in the video from OLG in previous emails?
Deliverables
It is possible to rename column names on the purchase history list page, as well as to display the values from the sales orders. However, it is not possible to display the field values from the Item Fulfilment record on the purchase history list page. This is due to the possibility of more than one Item Fulfilment for a single sales order, which would result in fields displaying as dropdowns.
- It is possible to link the Track Items column in the Purchase History table with the value of the field “Connote” instead of the Package Tracking Number.
As per the standard functionality of SCA, the tracking number can be show in the Purchase History table and the value is taken from the field “Package Tracking Number”. As per the requirement the value should take from the field “Connote”, It is possible to show the tracking field value from the field “Connote”. But this can be done by customizing code. So, we need to use extension to achieve this requirement.
Kindly note that if any sales order is having multiple IF, then these tracking number will be show as list as shown below.
- We can rename Purchase No. Field to SO Number. And we can include another column PO Number and this newly created column will bring the Customer Order Number on the Sales Order form.
It is possible to rename Purchase No. Field to SO Number. And we can include another column PO Number and this newly created column will bring the Customer Order Number on the Sales Order form.
- Currently we can filter all the orders showing in the table by date, number or amount. Are we able to include a search function, so a specific order can be searched by PO Number, SO Number or date.
Do we need search functionality for PO Number, SO Number and date?
Since we have already date option, the user can give any date field as start date and end date, so do we need to add the search condition for date also? If needed, then we prefer to add another box to do search based on date. If so, it needs more effort and time. We have not considered that in this given budget. Kindly share your thoughts on the same.
We can include a search function, so a specific order can be searched by PO Number or SO Number. This can be achieved through customization.
- Is it possible to add in a new column called Delivery Agent, which will display the name of the courier which the order has been sent with. The value of the field “Delivery Agent “will be pulled from the Carrier field on the Item Fulfilment form.
Since we have limitation to add the IF details in the purchase history list page, we are not able to add this column. If required, we can add this field in the purchase history detail page by customization. Please confirm.
- We can rename “Date” column to “Order Date” and can add another column for the “Shipped Date”. The “ Shipped Date” field value will be pulled from the Date field on the Item fulfilment form.
It is possible to rename “Date” column to “Order Date” and but we cannot add another field of “Shipped Date”, since it needs to take value from item fulfilment record. “Shipped Date” is available in the purchase history detail page.
- We can rename the Track Items column in the table to “Tracking Number”.
It is possible to rename the Track Items column in the table to “Tracking Number”.
- Would it be possible to hyperlink the tracking number directly to the carrier’s webpage for that specific order, as shown in the video from OLG in previous emails?
If the tracking number field is valid then if the user clicks on that link, it will redirect to that page. But we would like to know whether we need to create the tracking number field by joining two texts together: ” https://trackmyparcel.com.au/ “+ what is in the connote field, to make one URL? If so, it needs more effort and time. We have not considered that in this given budget.
Note:
It is not possible to display the field values from the Item Fulfilment record such as Delivery Agent and Shipped Date on the purchase history list page. This is due to the possibility of more than one Item Fulfilment for a single sales order, which would result in fields displaying as dropdowns like tracking numbers. But we can show these fields in the purchase history detail page(Delivery agent). Already shipped date is available in the detail page. We have not considered that in this given budget. If you require the Delivery Agent and connote field in the detail page, we can add that which will take extra effort.
Prerequisites
- The value for the fields “Carrier” and “Connote” needs to be filled by OX Tools.
- The position for the columns will be provided by OX Tools.
- Proper tracking number field value will be provided by OX Tools.
Assumption
- Changes will be done only in the Purchase history page in dealer ecommerce website. Not considering the overview page.
- Not considering any other UI.
- Search functionality will be implemented in the top of the history page.
- If there is no value for the field “Connote” then it will show as “N/A” as showing in the current functionality.