dashboard
Storyboard Text
- Alright Tom, the system is ready, what i can do for you today? Maybe you want to complete the stock again?
- Hi Abigail, yes, I want 2 packs for Winston Blue, and 6 packs for LD.
- Ok, including this quantity in the system
- Sorry Tom, I don't have this quantity for LD in my inventory stock. Seems that is only 5 packs available.It's ok to you?
- No problem, in the next visit you can bring more , please
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- Done, sales order created...In the customer profile i saw that it has $300 credit limit and the order was 250. So the system didn't block the sales order creation.
- Abigail performs the sync every morning, so when she arrive at the grocery store, she just need to click in the check in button.She's ready to create the van sales order (clicking in the Van Sales Order in the checklist). When she click in the van sales order creation, the system should look for overdue invoice, if the customer has pending the system should not allow the user to create the order.
- Perfect, the system is now processing the invoice and the receipt note, in this meantime I'll bring the products, just let me go to the car.
- During the sales order creation, the system not allowed Abigail exceed the quantity for one of the products in the list, so Abigail needs to adjust and include only the available quantity for each product.This process ensure the correct usage of the van stockAbigail is responsible to manage the real stock and the virtual stock, that should be the same quantity.
- JTI
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- JTI
- Well I need to delivery the products now, and print the invoice document and the receipt note for the products.
- The system also validates the total amount of the sales order creation and the credit limit information in the customer master data.The mobile app should block the sales order creation if exceeds the credit limit. (Only if Abigail select the payment method: Credit) This validation will run in background during the van sales order confirmation in the cart screen.
- Here's the products that you ordered, and here is the invoice and the receipt note.Thanks so much Tom!!
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- JTI
- After the van sales order creation, the system will work in background to create the documents for the whole process (like the sales order, invoice and the receipt for the delivery)In this meantime, Abigail can pick up the products within the car.
- Cool, please let the products here with me. I'll put in the display right now.
- When the process was finished, Abigail can see in the mobile the invoice document and the system should allow her to print the invoice to delivery with the products to the customer
- The process is completed once the printing is done and Abigail delivery the product and the printed documents.Now she can click in the Check Out button to finish her visit.
- Thanks Abigail!
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