Checklist Admin (critical): Difference between revisions

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=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