Customer Portal

Home Page: Action Required

Ability to expose information by customer contact :-

1. Orders which have no delivery information

2. Visuals created for which approvement is needed

3. Purchase Orders recorded on customer behalf that are not fully delivered

4. Job Orders placed with no artwork received

the detail data content for these can be provided when needed

Exists

Essential

Home Page: Action Required

Ability to process "action required" items - Orders with no delivery information

Provide for following cases

Case 1: Customer wishes order produce to be booked into stock

provide ability for customer to record order should be booked into stock

persist this information to internal system

update order record to denote no delivery needed

no longer display order as action needed

audit log of above

Case 2: Customer wishes to provide delivery details for all / some of order

provide ability for customer to create a "delivery record"

provide ability for customer to add some / all of each produced SKU into the "delivery record"

allow customer to confirm / place "delivery record"

capture delivery record in internal system - associate this to source job order

expose delivery identifier to customer in portal

prompt the user whether to now mark the record as delivery information completed

If user prompt "Y" then:-

update order record to denote no delivery needed

no longer display order as action needed

audit log of above

If user prompt "N" then allow for user to keep creating delivery records

Case 3: Customer wishes to create delivery requirement(s) for multiple job orders that have no delivery instructions

Allow customer to select one or more order records

Provide ability for customer to create delivery record(s) against their entire stock position

allow customer to confirm / place "delivery record"

capture delivery record in internal system - associate this record to the selected jobs

expose delivery identifier to customer in portal

allow the user to manually mark the displayed jobs as no longer requiring delivery information

audit log all

Exists

Essential

Home Page: Action Required

Ability to process "action required" items - Colour Visuals that require approval

Provide ability to service following cases

Case 1: Customer approves visual

 - capture approval - user and timestamp

 - update visual record as approved

 - no longer expose visual record as approval needed  in portal

 - audit log

Case 2: Customer rejects  visual

 - capture rejection response

Rejection reasons

user and timestamp

 - update visual record as rejected

 - continue to expose visual record in portal

 - audit log

 - allow exposed record to be updated once source record updated

** We currently have 3rd party approval functionality -is that still required / used by anyone ? **

Exists

Essential

Home Page: Action Required

Ability to process "artwork required  items -

Provide ability for portal user to upload artwork against record

prompt portal user to confirm that upload is all artwork for record

If N

persist that information into internal system

provide notification internally that artwork now partially rec'd

update artwork rec'd status to In progress

keep record exposed in portal

If Y

persist that information into internal system

provide notification internally that artwork now fully rec'd

update artwork rec'd status to complete

no longer expose record as needing action  in portal

`New

High

Home Page: Latest Updates

Provide ability to display update / notifications to all portal users

Provide ability to disable / enable notifications

Provide ability to update content of notifications

Limit access to the creation / configuration of notification message to permissioned users

`Exists

Essential

Job order Information

Provide customers ability to search for job orders by criteria

[identifier;  their PO reference, date range (required from / to); job name; status; whether delivery instructions rec'd]

Display returned job information

Status ; date required; identifier; name; client contact;  client po ref; details

Details

Process Lines
Art Charges

Garments In / Out

Deliveries

the detail data content for these can be provided when needed

Exists

Essential

Deliveries Information

Provide customers ability to search for job orders by criteria

[identifier;  client contact, client reference; venue; description; delivery date range; sent date range; sent Y/N; 3rd part approval*]

Display returned delivery information

Picked Status ; Ready Status; Sent Status; Delivery Date; Sent Date; Internal identifier; Venue; description; client contact; client po identifier; Consignment ref (link) ; details

Details

Delivery Content

Delivery Note

packing Notes

Delivery Charges

Courier Signature

the detail data content for these can be provided when needed

* This depends on whether 3rd party delivery order delegation for order placing will be carried forward*

Exists

Essential

Decorated Stock

Provide customers ability to search their inventory by criteria

[Stock Class; category; 3rd party owner*; Description; Type; Colour; Trim; Size; Avail to order QTY; Internal SKU; Customer SKU]]

Display returned item information

Our SKU; Your SKU; Description; 3rd Party*; In warehouse; Expected; Accounted for; Available to order; Image **

the detail data content for these can be provided when needed

* This depends on whether 3rd party stock / delivery order delegation for order placing will be carried forward*

** shows image**

Exists

Essential

Create / Place Delivery Order

Provide ability to generate one or more delivery records from decorated stock

 - ability to create / edit existing baskets

 - ability to add specific qty / all of an item to a basket

 - ability to define / select delivery address

 - ability to add delivery instructions

 - ability to place order

 - ability to save basket

the detail data content for these can be provided when needed

Exists

Essential

Blank Stock

Provide customers ability to search their inventory by criteria

[Stock Class; ; Description; Type; Colour; Trim; Size; Avail to order QTY; Internal SKU; Customer SKU]]

Display returned item information

Our SKU; Your SKU; Description; In warehouse; Expected; Accounted for; Available to order;

the detail data content for these can be provided when needed

Provide ability to generate one or more delivery records from blank stock

per decorated

Prices

Ability to display the price matrices that are applied to the customer

Exists

Essential

Finance

This should provide information to the client

Financial position / statement

Invoices

Invoice payment status

Allow client to download invoices

allow client to download statement

Current challenge for this is data is stored in accounts package, so challenge either backfilling or amending data sources

Exists / enhancements

Essential

Approvals

Allows a given customer contact to view / and action colour visuals

Functions identically to colour approval functionality listed earlier with exception that it allows a contact from a company to see / approve a visual from a job for another contact within the same company

Exists

Essential

Purchase Orders - Read Only

Functionality as per existing

Exists

Essential

Purchase Orders - Client Create

Allow a customer to create their 3rd party PO in portal

** needs some more thought  - but would save TOT admin time **

data content to be fully defined  - but at a minimum

Supplier, Category; customer ref; supplier ref; PO Type; Order Date; Delivery date expected; Delivery address;

Ability to upload copy of order

Ability to capture order content

Supplier SKU; TOT SKU (if known); Item description; Order Qty

audit above

Persist this information in TOT system in a client placed status

Provide ability for update of PO record

 - associate to Job ref(s)

- match supplier SKU to TOT internal

 - amend QTY's

etc

audit above

New

High

Approvals

Allows a given customer contact to view / and action colour visuals

Functions identically to colour approval functionality listed earlier with exception that it allows a contact from a company to see / approve a visual from a job for another contact within the same company

Exists

Essential

Web Orders

This to be thought about more   - but at a minimum

Ability to search for orders by

[webstore;  order date range; sent date range; order type; destination region; ]

Display returned delivery information

Order Date; Date Required; webstore; webstore order; internal ref; Allocated Status; Picked Status ; Ready Status; Sent Status; Delivery Date; Sent Date; Internal identifier; recipient; delivery address region; delivery method; courier; Consignment ref (link) ; details

Details

Delivery details

recipient info

delivery address

consignment ref

package type

webstore

webstore order ref

Ordered Items

SKU, Description, Order Qty, Picked Qty, Weight; Customs Code; item price(store) total price

Charges

Charge Type; Description; Qty; Price; Total Cost

Delivery Notices

Delivery Note

Packing Note

New

High

Options

Allow user to reset their password

If we are going to maintain the 3rd party delegation for ordering / stock holdings

 - ability to create 3rd party user

 - ability to revoke 3rd party user access

Exists

Essential