Page History

Use Case Name

Place A New Order

Trigger

The CSR accesses the order application.

Precondition

Customer exists who has requested to place a order.

Basic Path

1. The user User chooses the 'Order Entry' menu item.

2. The user User selects the sales channels.
3. The user User enters the customer's name or id.
4. The user User clicks on continue link.
5. The user User enters the order name and other information and clicks on continue link.
6. The user User will be navigate to Create Sales Order page.
7. The user User enters the product id/product name and desired quantity in respective fields.
8. The user User clicks on [Add To Order] button.
9. System adds the desired product into the cart.
10. The user User applies the Promotion/Coupon code if available.
11. Being continued, user clicks on Finalize Order link.
12. The user User adds/updates shipping information.
13. User selects the shipping method for the order.
14. The user User can enters order term type description.
15. The user User enters the payment methods and can adds/updates credit card details.
16. User can optionally select to gift wrap the ordered products.
17. The system displays the total amount due for the customer against the order being placed.
18. User clicks 'Create Order' link and order will be created in 'Approved' status.

Alternative Path 3

After step 3, if the customer is not found then the user User can go to quick lookup section for finding party.

1. User clicks on quick lookup button.
2. User sees the Quick lookup section and enters the criteria for party.
3. User clicks on [Find] button.
4. System finds the desired party.
5. User selects the desired party for placing the order.

1. User can add order term type description.
2. User enters the payment methods and can adds/updates credit card details.
3. System navigates user to Order confirmation page, where user can finally place the order.

After step 9 user can click on 'Quick Finalize Order' link so that user can fill all the information in one page quickly.

1. User adds/updates the shipping information in first section.
2. User select the shipping method in second section.
3. User can enter special instructions and gift card message if he/she has requirement to do so.
4. User select the payment method and adds/updates credit card information in third section.
5. User can opt for splitting the payment as well.
6. User clicks on [Continue to Final Order Review] button.
7. User will navigated to Order Confirmation page, where user can finally place the order.

Post-condition

User is able to place order for the customer.

Use Case Name

Return Order

Trigger

CSR accesses the CS application

Precondition

The order is in completed status.

Basic Path

1. The user User opens any completed order which he/she want to create return of.

2. The user User clicks on [Create Return] button.

3. The system displays the list of order items and other payment/adjustment components.

4. The user User selects the items and components which need to be returned.
5. User can select the items return type(Refund/Replacement), return reason and return quantity and can calculate the return.
6. The user User clicks on [Return Selected Items] button. The return will get created in the system.
7. The user User accepts the return and sends a confirmation email to customer.
8. User will be able to see the return order link if return has any replacement item.

Post-condition

User is able to create a return order.