Food Connect Wishlist (to be split in single needs)

fc
buyinggroup
Tags: #<Tag:0x00007fa958f6cb20> #<Tag:0x00007fa958f6c9e0>

#1

Keeping track of key features in FC roadmap all in one place, with links to more detailed discussions where necessary. We can all use this page as our main ‘go to’ for FC activities. It is a wiki, so we can all edit it.

1. Usability, efficiency

Order cycles - more complex fixes as part of inventory management changes

Create and edit orders

  • Order creation - [round 2 fixes, Not Complete] (Order management - round 2 fixes)
  • Orders index page - full re-implementation, Not Complete in the pipeline, so holding off on small, specific changes. FC requests for inclusion in this task
    • FC requires display either the first & last names, or the customer code or even both somewhere in this main table [Not Complete]
    • include ability to bulk ‘create new / balancing payments’ for all orders that have been adjusted [FC] [Not Complete]

Reports

  • [Wishlist] Add ‘taxons’ to order cycle customer total report so that we can categorise our packing slips, and filter our pivot tables into different storage areas - could also put the ‘refridgeration/transport’ field in there… [Not Complete]
  • Sales tracking - Specific report for sales of each item over time. Report for spending for each customer.

Customers - Wishlist

  • Fill in your requests here - Customers Page [Some have been completed]

Wishlist, Bugs and Tweaks [low priority]
outstanding items from 151207 Requests for analysis.xlsx (356.3 KB)

  • Mega data report - Mega-data dump report [Not Complete]
  • select multiple OCs in BOM - Git [Not Complete]
  • GST display in shopfront - Git [Not Complete]
  • Email subject line when sent to customer - somehow more personalised to Food Connect - thanks for ordering at ‘Food Connect on the Open Food Network’ G#723 [Not Complete]

Products

  • Custom fields in products- so FC can denote it’s location in warehouse

2. Integration with Buying Groups

  • Rob has an updated approach to this, as of June 1016, chat to him, I don’t think he’s completely written up this approach- ss

Usability of variant overrides interface

  • In progress as described above and at inventory lists, then [Not Complete]
  • BG variant control can be handled at overrides pages for each Hub e.g. set stock level to zero (hide) for variants not wanted in particular shopfront, then order cycles can just include all available variants for that week (set by Food Connect) and Hub overrides manage the outgoing availability [Inventory can be hidden currently for a specific BG]
  • should Hubs be able to add their own variants in inventory?

Price change flow-through

  • within product/variants that enables price to be changed on one and recalculated for fractional variants [Not Complete]

Stock level flow-through

  • option to allow variant stocks need to add up to total, so that hub can set total and have the inventory flow out through whichever variants get sold first [Not Complete]
  • q: how to handle with variant overrides / hubs / group buy e.g. if multiple BG’s customers buy up to 90% of unit size, then stock runs out, no BGs will be able to scale up to actually buy the bulk amounts [Not Complete]

Buying Group requirements

Simplify passing of order info from BG to FC - see summary here

  • Import orders from csv - preferably from CSV that could be generated from an existing report e.g. Supplier Totals [Not Complete]
  • some kind of internal transfer so a report or OC summary can be converted into an order at another Hub (FC Wholesale) [Not Complete]

3. Transfer FC Retail Operation

This needs detailed scoping. Use rough list below to capture thoughts to input to process when we get to it

  • branding / integration into main site so looks completely FC not via external partner [Not Complete]
  • standing / repeating orders / customer lists [In Progress]

Connected to:


Connecting food cooperatives
OFN Scandinavia Backlog
#2

@lisahill @timrwtaylor I have made a start at pulling together a list of issues affecting launch of FC w BGs, aiming to turn this into a clear spec of outstanding issues and potential dev requirements, divided into Critical, Important, Nice to Have

I have made this a wiki page so you should be able to edit it, let me know if you can’t. Feel free to add items, move things between categories etc . . more complex discussion on implementation can either continue on other pages or in comments here if will inform updated spec


#3

Can’t work out how to edit the main section of this page, so I’m going add to some things here as a comment:

Critical - ‘New Order’ creation page:
NB we use this section if someone misses the cut-off, can’t get to/use a computer, or is a first time customer. We currently use it a lot.

  • Fix search for customer drop down - currently doesn’t seem to do anything. Would be mighty helpful to be able to select existing customers from the pre-selected hub (see below) so as not having to check them out as guests, and potentially get details wrong. [Not Complete]
  • Sort alphabetically, order, fix, do something about the way order cycles are displayed for selection. [Completed- are sorted by opening/closing date]

Ideal - New Order Creation Page:

  • Move drop downs for Hub & Order Cycle selection to the top of the page - as there is no point starting the order process without entering those two details first. If you do, it seems as though you can enter any product from any hub or producer on OFN. If they were at the top, and maybe locked in someone to ensure they are the first two things you set before moving forward with creating the order. [Not Complete]

Critical - Listing Orders Page

  • Display either the first & last names, or the customer code or even both somewhere in this main table. Really hard to easily see which customer by only their email address. Some buyer’s clubs have a different person ordering each week, and some customers just love to use three or four email addresses! if there were a second or third way to identify them visually, that would be great! [Not Complete]

Ideal - Listing Orders Page

  • Show Order Cycle in table. Easy to filter with it, but could be helpful for it to be visibly attached to each order. Not high on the list, and i can be easily convinced this is not necessary. [Not Complete]

Ideal - PDF ‘Delivery Docket’ all these comments/suggestions depend on what other people are using these documents for… [You can now ‘print’ and order to PDF from edit order]

  • Contact Name, Phone Number and Shipping Address to be at the top of the page, near the order number. [Complete]
  • Order Cycle to appear somewhere on the page (or date for delivery, which is in essense the same for us) [Not Complete]
  • Customer’s Shipping Notes to appear - anywhere - at the bottom of the order is fine [Complete]
  • Alphabetically order the products appearing on the page - makes checking them off easier for the customer. Could also do ordered by taxon, to mirror the shopfront order for taxons - but i think alphabetical is natural and easy for everyone to understand. [Not Complete]

Ideal - Reports

  • Change columns in lettuceshare report. Remove values in Unit Price column (not needed) and make data currently going to Totals column show in Unit Price Column… leaving Totals column blank. For lettuceshare users, the ‘QTY’ column and the ‘Totals’ column are blank, and that program puts sums in place to complete the math. Currently i do this change manually each week. [I think this is Complete, the QTY and Total column are blank]

  • Add ‘taxons’ to order cycle customer total report so that we can categorise our packing slips, and filter our pivot tables into different storage areas - could also put the ‘refridgeration/transport’ field in there… more to discuss on when customisable reports might be in play :smile: [Not Complete]

Ideal - customer communications

  • Email subject line when sent to customer - somehow more personalised to Food Connect - thanks for ordering at ‘Food Connect on the Open Food Network’ ??? [Not Complete]
  • Email subject line when sent to order cycle coordiantor - can this include the customers name, code, something so it’s easy to identify one order out of 40 in an inbox? Searchable by order number… but have to go into OFN to get the order number, work out who that is, then search the inbox. This is mainly to go back to look at exactly what the customer originally ordered, before we make edits, changes and adjustments during the packing process. [Not Complete]

#4

SO MANY GOOOOOD THINGS IN THE LAST WEEK
(not to mention over the last year)

MY EXCITEMENT LEVELS ARE THROUGH THE ROOF
:smile: :kissing_heart: :two_hearts: :smile: :blush:

YOU KIDS ARE AMAZING (and you blow my mind with your geniusness… @Kirsten @sstead @oeoeaio @RohanM … and everyone else who’s doing crazy good things


#5

Completed as of today see v1.3 notes

Completed tasks pulled out of working wishlist above.

Summary

[Complete] Variable Weights: reports and orders interfaces need to correctly read info that has been changed via variable weight adjustments. http://community.openfoodnetwork.org/t/variable-weights-on-line-items-carrying-into-reports/311/3*

[COMPLETE] Order cycles: usability on large order cycles critical fixes

[COMPLETE] Shopfront order cycle dropdown - need a way to control what order the order cycles appear, could just do alphabetical . . or could be a shop preferences option

[COMPLETE] Create and edit orders [first round] (Order management updates)

[COMPLETE] Printable invoices / packing dockets: improvements here

[COMPLETE] Reports fixes

Detail

  • Variable Weights: reports and orders interfaces need to correctly read info that has been changed via variable weight adjustments.
  • Order Cycles, critical fixes:
    • Have ‘update’ as well as ‘update and close’
    • Alphabetical Supplier List - in incoming product listing
    • Alphabetical Product list - in outgoing (no separation into suppliers)
    • ‘Expand all’ option to save clicking products open and closed all the time
    • Order cycles should not let me add blank distributor or supplier, or one that has already been added (protect against duplication)
    • Warning - you have no outgoing Hub so this will not work
    • need to uncheck variant in out going before unchecking in incoming, or it gets lost and becomes ‘phantom’ - still appearing in shopfront but no longer visible on actual OC page G#697
    • when a Producer turns off a product (and isn’t mgr of Coord), the product is not turned off in outgoing . .
  • Create and edit orders, critical fixes
    • Require selection of shop and order cycle before anything else
    • Allow searching order cycle
    • Order cycles are marked with their status (open/closed/upcoming/undated) and sorted as: open and soonest closing, upcoming soonest opening, closed, undated
    • Restrict products to the chosen shop and order cycle
    • Products take variant override price and stock level into account
    • When selecting a customer, their addresses are filled out
  • Create and edit orders
    • Require selection of shop and order cycle before anything else
    • Allow searching order cycle
    • Order cycles are marked with their status (open/closed/upcoming/undated) and sorted as: open and soonest closing, upcoming soonest opening, closed, undated
    • Restrict products to the chosen shop and order cycle
    • Products take variant override price and stock level into account
    • When selecting a customer, their addresses are filled out
  • Shopfront order cycle dropdown in order of close date, or open date if you change setting in shop preferences
  • Printable invoices / packing dockets
    • !! customer shipping notes
    • order cycle or delivery date to appear
    • alphabetical ordering
  • Reports
    • Variable weights not appearing correctly in Xero reports, scheduled
    • add SKUs to product / inventory reports: pull from coordinator’s sku, unless hub selected has override
    • LETTUCESHARE: Git#722
      • Change columns in lettuceshare report. Remove values in Unit Price column (not needed) and make data currently going to Totals column show in Unit Price Column… leaving Totals column blank. For lettuceshare users, the ‘QTY’ column and the ‘Totals’ column are blank, and that program puts sums in place to complete the math.
      • should not include variants here override is 0 / hidden
      • fix filter for distributor AND order cycle

#6

@FoodConnectWholesale FYI


#7

some last minute notes / requests from @lisahill - for consideration in scheduling / backlog update

@oeoeaio can you have a quick look at these and git them if not already taken care of?

Order Edit

  • Cancel button is not clear that it means it will cancel the entire order - however when it appears in the new ‘actions’ drop down box, it’s more clear as it says ‘cancel order’
  • Similarly, ‘edit’ appears in two places now - i’m wondering whether these two actions will simply not appear on the main page, but only on the ‘actions’ drop down box… in which case ignore both of these points.

Bulk Order Management

  • auto-show the weight/volume column - have to add it every time, it’s one of the main functions of this page, not sure why it isn’t inherently shown. [You can now save your column defaults]
  • red highlights can stop you from doing something quickly - are they only because we are zeroing things out on orders, rather than deleting them entirely?

#8

@FoodConnectWholesale FYI


#10

#11

#12

This definitely needs to be curated. @Kirsten maybe that’s a task for you, to open single wishlists (in curation first, or directly in voting if it’s scoped and precise enough) so we can handle the requests in this big wishlist ? It is non workable as it is I’m afraid… thanks !


#13

This definitely needs to be curated. @Kirsten maybe that’s a task for you, to open single wishlists (in curation first, or directly in voting if it’s scoped and precise enough) so we can handle the requests in this big wishlist ? It is non workable as it is I’m afraid… thanks !


#14

I think it might actually be more a case of closing this and revisiting / developing a new wishlist if and when appropriate. I can always find this for reference if needed.


#15