Improvements to order management - adding items to an order

What is the need / problem ?

Users frequently need to add a new item to an order. Currently, this is done from the orders management screen - It is a cumbersome process because there is limited ability to filter a search. A hub user, for example, must scroll through a long list of similarly named products in order to find the one to add. This could be helped significantly, if the search only returned products that have stock on hand available for example. OR if the search could be filtered by producer for example.

Who does it impact ?

all users who edit orders - but in particular it impacts larger hubs with similar products from multiple vendors.

What is the current impact of the problem ?

Just to elaborate, OFN-CAN has been contracted by one of our larger hubs to manage their orders and invoicing processes. This has given us first hand experience with how time consuming this process is. We spend 5 hrs every week in the process of adding items to orders. Most of this time is spent searching the dropdown list for the correct product from the correct producer.

What is the benefit of focusing on this ?

Order management without friction will attract larger hubs.

Potential solutions that will solve the problem ?

[brainstorming to list feature candidates]

  1. An the ability to add items to the BOM page. That page already allows filtering by producer, order cycle, keyword… this has the significant advantage of allowing the user to do all orders management (or most of it) on one page. (As it stands deletions can happen on BOM, but not additions)

  2. Leave additions on the orders page, but make the dropdown only return products that have stock on hand, and/or add an ability to filter by supplier to this process

Selection of a feature candidate

[value x ease matric if needed]

T-shirt size of our selected feature candidate

Metrics to measure if need is satisfied after feature is implemented

Feature owners

Epic/projet where you can follow implementation

Connected wishlist and discovery discussions*

[list precedent discussions]