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Use Case Name | Place A New Order |
Actor | CSR |
Description | |
Trigger | The CSR accesses the order application. |
Precondition | Customer exists who has requested to place a order. |
Basic Path | User chooses the 'Order Entry' menu item. - User selects the sales channels.
- User enters the customer's name or id.
- User clicks on continue link.
- User enters the order name and other information and clicks on continue link.
- User will be navigate to Create Sales Order page.
- User enters the product id/product name and desired quantity in respective fields.
- User clicks on [Add To Order] button.
- System adds the desired product into the cart.
- User applies the Promotion/Coupon code if available.
- Being continued, user clicks on Finalize Order link.
- User adds/updates shipping information.
- User selects the shipping method for the order.
- User can enters order term type description.
- User enters the payment methods and can adds/updates credit card details.
- User can optionally select to gift wrap the ordered products.
- The system displays the total amount due for the customer against the order being placed.
- User clicks 'Create Order' link and order will be created in 'Approved' status.
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Alternative Path 1 | After step 9 user can select the order items and remove them from the shopping list by clicking on 'Remove Selected' link. |
Alternative Path 2
| After step 9 user can clear all the information added in the order, by clicking on 'Clear Order' link. User will be navigated to order entry page again. |
Alternative Path 3
| After step 3, if the customer is not found then User can go to quick lookup section for finding party. - User clicks on quick lookup button.
- User sees the Quick lookup section and enters the criteria for party.
- User clicks on [Find] button.
- System finds the desired party.
- User selects the desired party for placing the order.
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Alternative Path 4 | After step 9 user can click on 'Finalize Order With Default Options' link so that the order will be finalized with default values of customer.- User can add order term type description.
- User enters the payment methods and can adds/updates credit card details.
- System navigates user to Order confirmation page, where user can finally place the order.
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Alternative Path 5 | After step 9 user can click on 'Quick Finalize Order' link so that user can fill all the information in one page quickly. - User adds/updates the shipping information in first section.
- User select the shipping method in second section.
- User can enter special instructions and gift card message if he/she has requirement to do so.
- User select the payment method and adds/updates credit card information in third section.
- User can opt for splitting the payment as well.
- User clicks on [Continue to Final Order Review] button.
- User will navigated to Order Confirmation page, where user can finally place the order.
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Post-condition | User is able to place order for the customer. |
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CSR searches for orders with different criteria like status or sales channel or date of the order and gets desired ordered.
Use Case:
![](/confluence/download/attachments/46631780/find_order.jpg?version=1&modificationDate=1410500706000&api=v2)
Use Case Name | Find Order |
Actor | CSR |
Description | |
Trigger | User searches order. |
Precondition | CSR has already accessed the CS application. |
Basic path | - System displays the find search page.
- User clicks on [Find] button.
- System displays default order list.
- User enters order Id in search field and click on [Find] button.
- System displays searched order in result section.
- User enters party Id in search field and click on [Find] button.
- System displays respective customer orders in result section.
- User selects any status from status drop down.
- System displays order list according to selected status.
- User selects desired sales channel from Sales channel drop down.
- System displays order list related to selected sales channel.
- User enter date range in date filter and click on [Find] button.
- System displays the orders as per date range.
- User can select any criteria displayed in form.
- System displays orders accordingly.
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Post-condition | Orders list is successfully displayed. |
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Use Case:
![](/confluence/download/attachments/46631780/edit_order.jpg?version=1&modificationDate=1410500705000&api=v2)
Use Case Name | Edit Order |
Actor | CSR |
Description | |
Trigger | CSR accesses the CS application |
Precondition | Order for editing is present in the system. |
Basic Path | - User chooses 'Order List' menu.
- User finds the desired order, clicks on the order id link and navigates to the order page.
- User changes the priority for the order.
- User adds/updates the shipping information of the order.
- User authorizes and captures the payment for the order.
- User can cancel existing payments and can add new payments(Offline/Credit Card).
- User adds notes for the order.
- User sends a confirmation email to the customer's email address.
- User can create the same order as a new order.
User can also sees the return link if order has any return. - User can Edit items by clicking [Edit Items] button.
- User can update quantity of items and can also add new items in the shopping list.
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Alternative Path 1
| After step 2, User can cancel/hold the order. |
Post-condition | User is able to update the existing order. |
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Use Case Name | Return Order |
Actor | CSR |
Description | |
Trigger | CSR accesses the CS application |
Precondition | The order is in completed status. |
Basic Path | User opens any completed order which he/she want to create return of. - User clicks on [Create Return] button.
The system displays the list of order items and other payment/adjustment components. - User selects the items and components which need to be returned.
- User can select the items return type(Refund/Replacement), return reason and return quantity and can calculate the return.
- User clicks on [Return Selected Items] button. The return will get created in the system.
- User accepts the return and sends a confirmation email to customer.
- User will be able to see the return order link if return has any replacement item.
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Alternative Path 2
| After step 7, user can choose to cancel or reject the return. |
Post-condition | User is able to create a return order. |
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