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. User chooses the 'Order Entry' menu item.

2. User selects the sales channels.
3. User enters the customer's name or id.
4. User clicks on continue link.
5. User enters the order name and other information and clicks on continue link.
6. User will be navigate to Create Sales Order page.
7. User enters the product id/product name and desired quantity in respective fields.
8. User clicks on [Add To Order] button.
9. System adds the desired product into the cart.
10. User applies the Promotion/Coupon code if available.
11. Being continued, user clicks on Finalize Order link.
12. User adds/updates shipping information.
13. User selects the shipping method for the order.
14. User can enters order term type description.
15. 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 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.

1. System displays the find search page.
2. User clicks on [Find] button.
3. System displays default order list.
4. User enters order Id in search field and click on [Find] button.
5. System displays searched order in result section.
6. User enters party Id in search field and click on [Find] button.
7. System displays respective customer orders in result section.
8. User selects any status from status drop down.
9. System displays order list according to selected status.
10. User selects desired sales channel from Sales channel drop down. 
11. System displays order list related to selected sales channel.
12. User enter date range in date filter and click on [Find] button.
13. System displays the orders as per date range.
14. User can select any criteria displayed in form.
15. System displays orders accordingly.

Use Case Name

Edit Order

Trigger

CSR accesses the CS application

Precondition

Order for editing is present in the system.

Basic Path

1. User chooses 'Order List' menu.
2. User finds the desired order, clicks on the order id link and navigates to the order page.
3. User changes the priority for the order.
4. User adds/updates the shipping information of the order.
5. User authorizes and captures the payment for the order.
6. User can cancel existing payments and can add new payments(Offline/Credit Card).
7. User adds notes for the order.
8. User sends a confirmation email to the customer's email address.
9. User can create the same order as a new order.

10. User can also sees the return link if order has any return.

11. User can Edit items by clicking [Edit Items] button.
12. User can update quantity of items and can also add new items in the shopping list.

Post-condition

User is able to update the existing order.

Use Case Name

Return Order

Trigger

CSR accesses the CS application

Precondition

The order is in completed status.

Basic Path

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

2. User clicks on [Create Return] button.

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

4. 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. User clicks on [Return Selected Items] button. The return will get created in the system.
7. 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.