What is the need / problem:
In 2 words: Enable quicker packing and invoicing
Today there is no easy way to print individual packing sheets AND it’s not possible to print multiple invoices for multiple orders at once. That takes time to the hub manager for editing some packing report which is just one table, multiple times if multiple packers are packing, with a risk of error. Also it takes time to print invoices one by one, and hubs are supposed to give/send an invoice when a purchase is made, so it’s pretty time consuming.
The fact is that today the invoice is used by lots of hubs as a “double use case” document: they print it, use it to prepare the basket, and then put it in the basket so the customer gets their invoice.
Who does it impact and what is the impact
- Mary / Shannon who are organizing packing and do the invoicing, this is pretty time consuming as they use invoices as packing sheets and have to print them one by one.
What is the benefit in focusing on this
Time efficiency for food enterprise managers, who are the ones we want to focus on serving.
Potential solutions that will solve this problem
1- We generate a new report that creates a PDF to print?
Cons: sound strange in term of UX… it’s much more logical to do actions on orders on the order menu. Also reports are not well developped so not sure it take less time, and for a worse value added.
2- We can from bulk order management select multiple orders at once (add a multi-selector checkbox that you can thick after having applied fiters) and have a first bulk action to “print invoices for selected orders” (later on we can add more actions like “send invoices by email for selected orders” or “mark selected orders as collected”…). That would for instance open one merged PDF with all invoices in it that the hub manager can then print.
Pros: but quicker to implement if we want just bulk invoice printing and bulk actions will be needed for other things so better value/effort rate probably. We need anyway for other needs to implement bulk actions on orders, so the value added by this solution is higher.
3- We set up some real and proper packing sheet on one side, and implement some nice bulk action to mark order as collected that attach the invoice to the customer account without Mary having to do anything
Cons: it’s muuuuuch more job, and we don’t know yet what we want as a packing sheet, needs invesigtation. Also to make invoicing quicker we will anyway need bulk actions on orders, whether it be to marke orders as collected to trigger automatic invoices to be sent to customer, or print invoices in bulk
Value x ease analysis and selection of our feature candidate
So it seems that the value x ease matrix here is that bulk invoice printing is our feature candidate.
T-shirt size of the selected feature candidate
Metrics to measure if need is well satisfied after feature has been implemented
- Mary can print “invoices packing sheets” for her OC in less than 10 min.
Epic and/or project board where you can follow implementation
Connected wishlist and discovery discussions:
- previous broader need explanation and discussions: Make invoicing operations smooth and easy for hub managers and customers
- Possibility to print several orders in one shoot (print several invoices in one shot)
- Multiple order management index (angularised)