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  1. CFA MX
  2. CFAMX-3010

TBC - R3 - Re-write & redesign the TBC/Outside Sales in MXC

    Details

    • INF Reference Number:
      INF-3518

      Description

      Re-design the Customer Sales pages in MXC to provide a more intuitive user experience. The overall business functionality will remain.

      Detailed Listing of Requirements:

      • The TBC/Outside Sales page displays the sales data of transactions that are tendered with the Tender Type of To Be Collected(TBC) on the Point of Sale(POS) or marked as an "outside sale" on the POS.
      • The sales data is displayed in the following columns: Tender Type, Location, Account name, Gross Sales, Sales Tax, Tax Exempt, Cashier, Transaction ID, Invoice #, and Description.
      • The following fields have a pencil icon next to them, indicating that I can edit them: Invoice #, and Description.
      • The "Account Name" field allows me to choose all of the active customer accounts that the sale may be applied to. I also have the ability to add a new customer account from this field.
      • When I add a new customer, I am prompted to enter the following customer information: Account Name, First Name, Last Name, Email, Phone, Street Address, City, State, Zip. The information entered here will be reflected on the Customer Management page. I can choose one of two actions: "Add Customer" and "Cancel". Adding the customer saves the information under the new customer account. Canceling closes out the pop up, discarding any information entered.
      • I am able to sort the list of TBCs by the column headers (Example: If I want to group the TBCs by Cashier, all TBCs with Cashier "John Smith are displayed together, followed by all with Cashier "Karen Davis", etc.)

      Some additional topics related to Customer Sales that were recently discussed internally are below--saving in this JIRA merely for discussion down the road; no specific action needed around these:

      • Highlight current features in InFORM that can prevent mistakes on the front end

      Link to google doc of User Steps and Flow of Information: https://docs.google.com/document/d/1bBPsjrX9cS2Adt1IZecuMHL132v6AzQHtxtfADdMzpk/edit?usp=sharing

       

      Grant's Research & Recommendations:
      Recommendations: [^InFORM - Customer Sales changes.docx]
      Top ServiceNow complaints: [^Cust. Sales ServiceNow Report.xlsx]

      ServiceNow Complaint (3/1/18 - 4/30/18) Occurrences InFORM/POS
      Collected sale applied to wrong account 54 InFORM
      Added a duplicate collected sale 15 InFORM?
      Adding an account to TBC/Outside sales 5 InFORM
      Removing a collected sale 5 InFORM
      Correcting a collected sale 3 InFORM
      Inputting incorrect amount of sale 3 POS
      Marking TBC as un-collectible 2 InFORM
      Accidentally added a collected sale 1 POS
      "Ringing sale up as a TBC but once it is paid, not applying it to the TBC" 1 POS
      Entering wrong invoice number on a collected sale 1 InFORM
      deleting a customer account in inFROM 3 InFORM
      Removing a collected sale that was charged tax on 3 InFORM
      Total 96

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              • Assignee:
                will.englefield Will Englefield (Inactive)
                Reporter:
                will.englefield Will Englefield (Inactive)
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                • Created:
                  Updated:
                  Resolved:

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