Stefanseiler at 15:36, 10 July 2024

2024-07-10T15:36:03Z

← Older revision		Revision as of 15:36, 10 July 2024
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	This screen shows the order positions overview, allows to review and make final changes as well as entry of fulfillment details. Of course, it allows the user to return to the assistant specific main ordering screens.		===Layout===



	===~~Delivery type and address / Pick-Up / Handout===~~
	Whenever ordering something, a delivery type and address are mandatory. To avoid over-and-over entering the same address the user shall have the option of a address book for delivery addresses which allows his to persist these and reuse them later.{{Note/de\|Although in many cases only defined in the order header, the delivery type and address are attributes on the order position. Please be aware that certain positions might split by quantities and have different delivery types and delivery addresses)}}
	=~~=Layout~~==
	Although the checkout screen has a lot of variations depending on the configured shopping purpose and its shopping assistant, it has a static layout:		Although the checkout screen has a lot of variations depending on the configured shopping purpose and its shopping assistant, it has a static layout:
	===Cart header info pane===		===Cart header info pane===

Stefanseiler: Created page with " Dev:Checkout header card types Additionally there are accessory screens, which support these three main screens: '''Position split screen''' - each order position may be split up into subpositions '''ERP costcenter validation screen''' - this screen allows the entry of costcenter specific information and real-time-validation options *'''Address books screens''' - this screen allows per user to edit, load and save from addresses This screen shows the order pos..."

2024-07-07T16:41:00Z

Created page with " Dev:Checkout header card types Additionally there are accessory screens, which support these three main screens: *'''Position split screen''' - each order position may be split up into subpositions *'''ERP costcenter validation screen''' - this screen allows the entry of costcenter specific information and real-time-validation options *'''Address books screens''' - this screen allows per user to edit, load and save from addresses This screen shows the order pos..."

New page

[[Dev:Checkout header card types]]

Additionally there are accessory screens, which support these three main screens:
*'''Position split screen''' - each order position may be split up into subpositions
*'''ERP costcenter validation screen''' - this screen allows the entry of costcenter specific information and real-time-validation options
*'''Address books screens''' - this screen allows per user to edit, load and save from addresses

This screen shows the order positions overview, allows to review and make final changes as well as entry of fulfillment details. Of course, it allows the user to return to the assistant specific main ordering screens.

===Delivery type and address / Pick-Up / Handout===
Whenever ordering something, a delivery type and address are mandatory. To avoid over-and-over entering the same address the user shall have the option of a address book for delivery addresses which allows his to persist these and reuse them later.{{Note/de|Although in many cases only defined in the order header, the delivery type and address are attributes on the order position. Please be aware that certain positions might split by quantities and have different delivery types and delivery addresses)}}
==Layout==
Although the checkout screen has a lot of variations depending on the configured shopping purpose and its shopping assistant, it has a static layout:
===Cart header info pane===
The order header info pane shows all data visible and editable as configured by the shopping purpose. Default cards are '''delivery type & address, payment type, billing address'''. Each of these cards comes with a logic attached, e.g. if the user selects payment-type credit-card they will have to enter CC-Number, Validity and Security-Code.

Please read up here for an overview on all [[Dev:Checkout header card types|checkout header card types]].

{{Note/de|Much of the information specified on the header propagates to the positions, where it can be overridden. This approach lets the user define most information once on the header level and just deviating position information is updated - if the shopping purpose allows that and the user has sufficient permissions.}}

===Cart positions pane===
The cart positions pane shows all cart items grouped by Product, Variant, Configuration and Individualization. Each card itself holds a header bearing the '''Quantity to Order, Product picture, Product Name, Product Number, Variant-Name, Configuration''' and '''Customization Data.''' In most shopping purpose configurations also a '''Product Item Price''' and '''Position Total price''' are displayed.

There are many more options how a position card can be structured with additional features configured in the shopping purpose like Delivery-Target-Split, Bill-Split, Internal-Cost-Split, ... . Please read up here for an overview on all available [[Dev:Checkout item card types|checkout item card types]].

{| class="wikitable"
!
! colspan="2" |Configurability for B2C
! colspan="2" |Configurability for B2B
! colspan="2" |Configurability for IPP
!
!
|-
!
!Visibility
!Editability
!Visibility
!Editability
!Visibility
!Editability
!
!Comment
|-
| rowspan="3" |'''Order-Header'''
'''Level'''
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Define target object (staff member, workplace, project)
|Certain [[:Category:Shopping assistants|shopping assistants]] require the target person as mandatory value, require it to calculate e.g. the entitlement from it. In these cases the target person is selected before entering the product selection as the assistant is using the HR-Data made available from the person to display articles specific to the person and its HR-Data (like job-profile).
|-
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Default Delivery Option
|Entry is mandatory. Depending on the selected delivery option type (Mail/CO-Mail/Pickup) more information must be entered:
Default Delivery Address / Delivery CO-Address / Delivery Pickup-Center
|-
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Green-Tag|Text=Yes}}
|{{Red-Tag|RedText=No}}
|Show entitlement approval process warning
|If team manager approval porcess has be entered, this information has to appear. '''Team manager entitlement approval is never for B2B & B2C processes'''
|-
| rowspan="11" |'''Order-Header'''
'''Level (redundant'''

'''with commercial)'''
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Default paying costcenter for all positions
|
*For '''IPP''' the costcenter is a mandatory information.
*For '''B2B''' ordering this is optional information which might correlate with the billing address (over customer specific debitor-numbers and attached addresses)
Costcenters are not relevant to B2C orders
|-
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Costcenter validation (Interface)
|Costcenter validation is a helpful tool. It exists in two variations: '''Inline''' (after pressing enter in a text field) or '''ERP bound''' (a separate screen, which comes along with selections of fields required by the leading ERP/bookkeeping system to validate the accessibility of this account for the current user.
|-
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|Show order blocking conditions
|Order blocking conditions can be displayed already in this screen, especially if the order summary screen is disabled. Reasons for blocking in this screen can be: (1) ''EMA rules violated'', (2) ''No cost center selected''. For IPP this option can not be disabled. If "Accept GTC" / "Accept Privacy Rules" is enabled in this screen, there is also (4) ''GTC not accepted'' and (5) ''Privacy rules not accepted'' as blocking reason.{{Note|If '''commercial options''' screen is enabled, this information is non-blocking, so that the user can advance to the '''commercial options''' screen. Still the blocking information is visible in this screen as well.}}
|-
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Green-Tag|Text=Yes}}
|{{Red-Tag|RedText=No}}
|Show financial approval process warning
|If the financial or material approval process has to be entered, this information has to appear. '''Fiscal approval is never for B2B & B2C processes'''
|-
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Select desired item state
|Only new, Accept, Priorize, Only Refurbished Products (2nd hand). User must select one. The default is "only new"
|-
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Trigger direct handout process after placing the order
|Depending on the users permissions, this option is visble. It triggers that the checkout flow goes to the direct handout screen, after the order has been placed. If this is enabled, the internal order processing will be frozen until the direct handout is finished or after 1 hour after order
|-
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Green-Tag|Text=Yes}}
|{{Red-Tag|RedText=No}}
|Emergency self-approval
|If this process is enabled by shopping purpose definition and the order is subject to approval and is also potential subject for emergency self approval, it must be shown in this screen. if enabled, the user may trigger the emergency approval process. This requires a short comment by the ordering person.
|-
|{{Green-Tag|Text=Yes}}
|{{Red-Tag|RedText=No}}
|{{Green-Tag|Text=Yes}}
|{{Red-Tag|RedText=No}}
|{{Green-Tag|Text=Yes}}
|{{Red-Tag|RedText=No}}
|Show material approval process warning
|If the material approval process has to be entered, this information has to appear.
|-
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Enter ordering comment
|
|-
|{{Green-Tag|Text=Yes}}
|{{Red-Tag|RedText=No}}
|{{Green-Tag|Text=Yes}}
|{{Red-Tag|RedText=No}}
|{{Green-Tag|Text=Yes}}
|{{Red-Tag|RedText=No}}
|Accept GTC
|Before placing the order, the user must accept these.
|-
|{{Green-Tag|Text=Yes}}
|{{Red-Tag|RedText=No}}
|{{Green-Tag|Text=Yes}}
|{{Red-Tag|RedText=No}}
|{{Green-Tag|Text=Yes}}
|{{Red-Tag|RedText=No}}
|Accept Privacy Rules
|Before placing the order, the user must accept these.
|-
| rowspan="7" |'''Order-Position-Level'''
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Decrease ordered quantity
|
|-
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Remove position
|
|-
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Increase ordered quantity
|{{Note|text=Increase with EMA impossible as otherwise all rules need to be rechecked in checkout.}}
|-
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|Show base data conflicting delivery options
|This shows conflicting Delivery Options with product configuration
|-
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Delivery Options override
|
|-
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Cost-Type definition
|
|-
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Override desired item state
|Only new, Accept, Priorize, Only Refurbished Products (2nd hand)
|-
| rowspan="6" |'''Order-Position-SubLevel'''
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|'''Allow Sub-Position-Splitting'''
|This allows the user to split a shopping basket position into subpositions, each holding a fragment of the quantity
|-
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Costcenter override
|
|-
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Shipment address override
|
|-
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Red-Tag|RedText=No}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Cost type override
|
|-
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Delivery Options override
|This might as well required entry of Postal-Address, CO-Address or the selection of a pickup-station
|-
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|{{Green-Tag|Text=Yes}}
|Override desired item state
|
|}

Checkout Outdated Building Blocks - Revision history

Stefanseiler at 15:36, 10 July 2024