Task : https://jobinandjismi.atlassian.net/browse/CCUS-104
Proposal Summary
This proposal covers both the functional and UI development for order approval system in the SCA webstore and NetSuite for CyberCaptains website.
Requirement
Setup “Order Approval system ” in SCA webstore.
Deliverables
- An extension will be created in my account sections to develop the functionality. We will add new tabs in my account section that will be accessible only to approvers and the company.
- Approval process will include two pages, these will be only accessible to approver.
- Approval Requests
- Approval Requests Details
- Approval Requests:
- Approval request page will display the list of orders that is requested
- The list will be arranged by 6 columns which includes sales order number, date, clinic name/location, amount, status, and an Edit button.
- Pagination will be there to load to the next page of request.
- There will be an edit button on the page which will redirect the user to the “approval request details” page.
- Approval Requests Details-:
- This page will display the details of the request.
- The page will contain the item details, payment details and order summary.
- There will be two buttons Approve order and Decline Order. A notification mail will be sent to the buyer once the approver approves or declines the order.
- A text area will be displayed when approver clicks decline button to add reason for the decline. This will be a mandatory field.
- In the item detail section, we can add or remove a new item and update the quantity.
- We will create a custom field Approval status in sales order for managing the status of the sales order.
Approver (customer)
The approver can access the pages of approval. The approver can view the approval requests(company) and approval request details under approver access.
On the “approval requests,” there will be a list of requests that the buyer makes. The approver can filter by declined ones and pending approval. Also, the approver can filter the requests based on the dates.
The approver can add or remove the quantity and item from the “approval request details” page before approving the order. Also, the approver can decline and approve the requests from this page. When approver decline and approve an order buyer will get the notification email from NetSuite.
Customer (buyer)
The buyer can place an order and can also view the status of the order. The status of the order is displayed in the purchase history page. When the buyer places an order, the approver will get the notification email regarding the request. If the approver declines the order, the buyer will get notified with the reason of the decline. Also, the reason will be reflected in purchase history page too.
NetSuite Admin
The custom field “Approver” used for setting approver. Using this, the NetSuite admin can set the customer as an approver. The NetSuite admin can view the approvers and approver orders in the NetSuite under customer record. The Company Account Balance (Order total) will be set by the NetSuite admin.
Assumption
- We develop a UI section based on the current theme, and any additional changes to the UI or functionality will be considered extra.
- The approver service is only available if the customer has checked the APPROVAL SERVICE.
- The threshold can only be updated by the NS admin.
- When buyer request for an order, sales order will be created at the request itself. In the sales order there will item, payment, and order summary. It will be listed in the Approval request page also, so approver can approve or decline. If the request has been declined, we will remove the sales order from NetSuite.
Scope Limitation
- When using the order approval system, it is only possible to make payments using company credit (terms). So, the credit card payment option is not visible for the customers who have APPROVAL SERVICE.
- The approver can only be possible to see the requested orders under the company in website.