Checklist Admin (critical): Difference between revisions
(Created page with "=Homepage= =Manage orders= =Phone order manager= =Create route= =Route manager= =Employees= =Manage front end users= =Ship Order= =Driver Option Manager= =Manage Coupons= =View Reports= =Exteneded Reports=") |
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=Homepage= | =Homepage= | ||
Check correct displaying all sections of Control Panel | |||
Switch between page languages | |||
=Manage orders= | =Manage orders= | ||
Check your placed order for missing data or incorrect in addresses, delivery date, instructions, card message, occasion (funeral), order calculation is correct | |||
Update billing and shipping Information | |||
Check View/NEWFORM/GIFT prints preview (Ctrl+P) | |||
Check QR-code scanning via the mobile drive app | |||
Order history | |||
Update order status is working and update message is saved | |||
Sending a letter to the warehouse (about created order and changing status) | |||
"Resend confirmation email" function | |||
=Phone order manager= | =Phone order manager= | ||
Place order with creating a new account | |||
System pull correct and full user address | |||
Fill card message and special instructions | |||
Finish order and check order confirmation email: | |||
|. Delivery date | |||
||. Address | |||
|||. Card message | |||
|\/. Products (names,sku, descriptions, quantities and prices) | |||
=Create route= | =Create route= | ||
Сorrect choosing of order details(Search) | |||
Optimization route function | |||
Route creation(In transit) | |||
Do not return to warehouse field | |||
=Route manager= | =Route manager= | ||
Search for routes by warehouse | |||
Search by order id/route id | |||
Correct displaying of information in a PDF file | |||
Unpublish route function | |||
Publish route function | |||
=Employees= | =Employees= | ||
Transition to ORCA | |||
=Manage front end users= | =Manage front end users= | ||
Add new user and log in with new credentials on frontend (incognito mode) | |||
=Ship Order= | =Ship Order= | ||
Find order by id | |||
Transfer to transit | |||
=Driver Option Manager= | =Driver Option Manager= | ||
Create new driver | |||
Search by warehouse | |||
=Manage Coupons= | =Manage Coupons= | ||
Creation new coupon | |||
Search | |||
=View Reports= | =View Reports= | ||
View report result on screen | |||
View report result in Excel | |||
=Exteneded Reports= | =Exteneded Reports= | ||
View report result on screen | |||
View report result in Excel | |||
Latest revision as of 20:27, 26 May 2023
Homepage
Check correct displaying all sections of Control Panel
Switch between page languages
Manage orders
Check your placed order for missing data or incorrect in addresses, delivery date, instructions, card message, occasion (funeral), order calculation is correct
Update billing and shipping Information
Check View/NEWFORM/GIFT prints preview (Ctrl+P)
Check QR-code scanning via the mobile drive app Order history Update order status is working and update message is saved Sending a letter to the warehouse (about created order and changing status) "Resend confirmation email" function
Phone order manager
Place order with creating a new account
System pull correct and full user address
Fill card message and special instructions
Finish order and check order confirmation email:
|. Delivery date
||. Address
|||. Card message
|\/. Products (names,sku, descriptions, quantities and prices)
Create route
Сorrect choosing of order details(Search)
Optimization route function
Route creation(In transit)
Do not return to warehouse field
Route manager
Search for routes by warehouse
Search by order id/route id
Correct displaying of information in a PDF file
Unpublish route function
Publish route function
Employees
Transition to ORCA
Manage front end users
Add new user and log in with new credentials on frontend (incognito mode)
Ship Order
Find order by id
Transfer to transit
Driver Option Manager
Create new driver
Search by warehouse
Manage Coupons
Creation new coupon
Search
View Reports
View report result on screen
View report result in Excel
Exteneded Reports
View report result on screen
View report result in Excel