Product

OE

Client

Sana Safinaz

Product Manager

@Muhammad Abubakr Khan (Unlicensed)

Delivery Manager

@Zain Chughtai (Deactivated)

Document Version

1.0

Revisions

0

Date Created/Updated

18th October 2022

Multi Store Integration

The client has multi currency stores activated on Magento. They want to consolidate orders from all of these stores and manage them on single OE account.

Partial Dispatch Functionality/Partial Dispatch Functionality on multiple CNs

The client wants to split orders once they are assigned at the store. The use case is to eliminate the SKUs which are damaged or not available in the store at the time of packing and make a separate order for the missing SKUs, so that order can be fulfilled later when those SKUs are available.

Partial Return Functionality/Partial Return Functionality on Multiple CNs

When an order is returned by the 3PL to the warehouse, it should be marked as "physically returned". The warehouse staff will check the content of the returned order by scanning the SKUs in the returned order. Orders whose items are fully verified will be moved to “returned verified”. If there are orders with incomplete item returns they will not be moved to return verified and the user should be able to raise the complaint for these orders with 3PL.

Partially Cancelled Functionality

The client wants to change the number of SKUs in the order at any stage of the order cycle before dispatching. Any items that are removed from the order should be shown as part of the order as cancelled.

Integration with Magento and Retail Pro

1. OE will pull inventory from Retail Pro

2. OE will pull prices from Retail Pro

3. OE will push inventory to Magento

4. OE will push prices to Magento

5. OE will get orders from Magento

6. Sana Safinaz will approve, edit or cancel orders on OE

7. OE will sync these order updates back to Magento

8. Current Magento and Retail Pro integration will create invoice on Retail Pro

9. Preferably, we can ignore point 8 and OE can sync invoices to Retail Pro

Invoice and CN slip in the same file

Provisional Invoice will be printed with the CN. Complete FBR invoice will be sent to the customer through Email by OE after order delivery. 

Reverse Pick Up Functionality

1. Customer will generate RMA on Magento. This UX will need to be done by Sana Safinaz Magento team

2. This RMA request will show up on OE.

3. Once approved by SS team request to pick up will be sent to the courier.

4. Refer to Point 3 for rest of the return flow.

Alert & Report of Delayed Orders

1. Sana Safinaz wants to get the reports, email alerts, or notifications of the orders which are delayed. 

2. The client wants to add a filter of "last activity" in all of the tabs, so they would know that which orders are idle for more than X hours.

Alert & Report of Complaints

Sana Safinaz wants to add the complaints management on the delivered orders. That can be done by adding the tags on the delivered orders. 

Addition of order statuses as per our requirement (Undelivered, Return in Process, Shipped, etc.)

To be discussed, we feel this requirement can be met by courier filter and last activity filter on the dispatched tab.

Reattempt advice

Whenever an order is not received by a customer, it goes back to the 3PL warehouse and Sana Safinaz is asked if they want to reattempt the delivery. Sana Safinaz advise if they want to redeliver or not. It is been currently managed on 3PL website, Sana Safinaz wants to manage that on OE

Order Booking Ratio to a 3PL

Sana Safinaz wants to assign percentage ratios to multiple 3PLs in a single city. 

Call Feature within OE

Sana Safinaz wants to get a dial button on OE, so they can directly open their service provider's dialer and talk to the customers from OE. Dependency on service provider.

Order Scanning Functionality

The client wants to move orders from one stage to another by just scanning the bar codes on the orders

Stock Receiving Notes should be managed on OE

We recommend this should be done within Retail Pro itself because it is a POS activity.

Whatsapp integration with Xstak

The client wants to integrate Whatsapp with Xstak, so they can do their marketing, and add multiple triggers of order cycle stage to send messages to the clients. All the required use cases need to discussed and mapped before giving ETAs.

Advanced & Intelligence Reports/Courier Performance Reports

All the required reports need to discussed before giving ETAs.

Store Credit/Online Credit Functionality

When a customer returns any item in the order, Sana Safinaz wants to issue a store credit to that customer. They also want to manage that through OE. We will do this by OmniRetain for OmniChannel experience. 

Adding product information and details to the system

Current Process: The client uploads the product information to their POS Retail Pro. They send that product to their middleware by selecting the codes of the product. Once the product is uploaded to the middleware it is pushed to Magento. The client adds product details to Magento.
There is minimal manual effort in the process, where already created products are just pushed to Magento with single clicks.

You can access the current flow HERE

Proposed Process: The client is looking to push the Retail Pro product information to XStak. This product information should be pushed to Magento and the client should be able to add more details on Magento.