Proposal summary
The proposal summarizes the updates that need to be reflected in the “Brooklyn Bicycle Co” Website and Netsuite to meet the requirements raised by the client. This includes the requirements, solution, development plan and time required by Jobin and Jismi team to complete the Phase-II of the B2B customer orders.
Requirement
Client would like to incorporate the following features in the “Bicycle Brooklyn Co” Website in the Phase II development plan:
- Customer or Sub-customer should also be able to authenticate to B2B and place orders for that customer/sub-customer.
- Display all orders placed by their Customers and sub customers in Netsuite when logged in with a customer login.
- Add a filter to shortlist the products displayed according to the available stock as it will be convenient for customers to place an order for items that are in stock.
- Preset all passwords for contacts that have not already logged in to “brooklyn1234”
Our Solution
Netsuite Side Update
Customer- Subcustomer – Contact Relationships
Create the contacts and sub customers records in the Netsuite by the user and corresponding customers can be accessed in the Brooklyn website with customers or sub customers login access. Any contacts related to customer or sub customer have to use the login access for their customer or sub customer account
Development plan
- Update the existing suitelet script for authentication to consider the sub customer records
- While creating a customer or sub customer record, set the default password as “brooklyn1234” in the field custentity_jj_password.
- For existing contacts/customers/sub customers, we can set the default password by a CSV import.
Sales Order creation Update
The orders placed by contacts should be created in the Netsuite in the Name of Customer or Sub Customer
Development plan:
- Update the existing suitelet script to update the order creation for customer and sub customers in Netsuite .
Orders List Page
At the present, on the Order list page,the orders of the logged in customer will only be displayed irrespective of whether he is a parent or child customer.
Upon clicking the View or Manage Your Order, Customers should be able to see all orders they have placed in the orders history page. While displaying the orders in the Website, Customers should be able to see the orders placed by their Sub Customers in Netsuite and sub Customers should only view their orders. The latest 250 orders will only be displayed in the page(sorted in descending order).
Development Plan:
For Customers and sub customers:
A suitelet script is already existing in the Netsuite to display the orders list in the Website. In order to include the orders placed by sub customers in the Orders list, the existing script need to be updated with following conditions:
- If the customer is the company or person, then the script have to give response with all orders placed by the customer, contacts related to the customer and subscustomers related to the customer
- If the customer is a sub customer, then display only the orders created by the sub customer and restrict them from viewing orders placed by other sub customers.
For contacts:
Orders placed by contacts will be created in the Netsuite in the name of the corresponding customer or sub customer. So in order to display the orders specific to this contact cannot be achieved as they will be using the customers or sub customers credentials to login to the B2B website.
Brooklyn Bicycle Co Website Update
Filter
On the product filter page, Client would like to have a checkbox to filter out the items which are “in stock”. This will help the customers to see the “in stock “ items and buy the product immediately.
We can add a new filter in the side panel as “Filter By stock” where there will be two options available.
- Users can select the “Instock” for displaying only the available stock items. If any of the variants for an item are in stock, we will display the parent item in the search results and when they click to the item, they will see which variants are available.
A sample format has been provided in the below illustration:
Filter By stock
- In Stock
Assumptions
- Email ID will be unique identifier in Netsuite and website
- One email ID used for creating contact should not be attached to another customer or sub customer record
- All contact and sub customer records should be created in the Netsuite. Only customers can be created from the B2B website.
- Order placed by contact cannot be viewed in the contact record in Netsuite. These sales orders details will be appearing in the customer or sub customer records.
- Orders placed by contacts will be created in the Netsuite in the name of the corresponding customer or sub customer.
- The latest 250 orders will be displayed (sorted in descending order)
- If there are duplicates of records for same email ID in case of contacts and customers, we will be considering the first result of the search in Netsuite
Risks
- Users cannot create a contact or sub customer in the “Brooklyn Bicycle Co” Website page.