Spice Trade - Features & Functions Document

Spice Trade is an integrated portal designed to streamline the ordering process for dealers. This document outlines the various functions available to dealers on the Spice Trade portal.

Spice Admin
11 steps
22 seconds

Sort & Filter Functions

The Spice Trade portal offers a robust set of Sort & Filter functions implemented in multiple screens throughout the portal to help dealers efficiently navigate and manage their orders. These functions enhance the ability to find and organize desired data quickly. Here is a breakdown of what users can do: 1. **Sort Ascending/ Descending:** Dealers can sort data within any column either in ascending or descending order to quickly organize information according to their preferences. 2. **Show/Hide Columns:** Users can select or deselect items to show or hide specific columns in the data grid, tailoring the view to display only the relevant information. 3. **Apply Multiple Filters:** Dealers can apply multiple filters on any column to narrow down the data set to display only the information that meets certain criteria. This helps in isolating specific records from large datasets. 4. **Group Data Sets:** Users can group and view similar data sets together under a single header, making it easier to analyze and compare related information. 5. **Drag and Position Columns:** Dealers can rearrange columns by dragging and positioning them left or right in the data grid according to their preference, customizing the layout for better usability. 6. **Extract Data:** Users can export data to Excel, including all applied Sort & Filter functions. This feature allows for offline analysis and record-keeping, ensuring that the extracted data reflects the specific view and organization applied within the portal.

Home

**General Overview** 1. Each time a dealer logs in, they are automatically redirected to their dashboard. This ensures that dealers start their session with a clear overview of their key activities and important updates.

**Seller Documents** 1. Any documents that suppliers wish to share with dealers will be available under this section. This feature ensures that dealers stay informed about important information, updates, or instructions provided by the suppliers. 2. These documents are provided in a read-only format. Dealers can only view and read the documents, but they cannot perform any actions such as editing. This restriction ensures the integrity of the documents and maintains controlled access to sensitive information.

**Message Board** 1. Dealers will receive notifications regarding updates related to their orders. These notifications help keep dealers informed about the status and changes to their purchase orders. The types of notifications include: 1. **Order Cancellation:** Notification will be sent when a purchase order is cancelled. Example: "The purchase order no. #12345 has been cancelled." 2. **Order Modification:** Dealers will be alerted if a purchase order is modified. Example: "The purchase order no. #12345 has been modified." 3. **Order Acknowledgement:** Notifications will be issued when an order acknowledgment is received. Example: "Purchase Order Acknowledgement 855 received against the Purchase Order #12345." 4. **Advanced Shipment Notice:** Dealers will be notified when an advanced shipment notice is received. Example: "Advanced Shipment Notice 856 received against the Purchase Order #12345." 5. **Invoice Receipt:** Notifications will be sent upon receipt of an invoice. Example: "Invoice 810 received against the Purchase Order #12345." 6. **Additional Notifications:** More types of notifications may be added to the list as needed. 2. Dealers will have the ability to mark notifications as read once they have reviewed them, helping to keep their notification list organized and up to date.

**Orders Overview** 1. **Last Updated Order** 1. Dealers can view the details of the last order placed, including key information such as the total amount, order confirmation status, shipment status, and invoice status. 2. The portal provides up-to-date statuses on various aspects of the order, ensuring that dealers have a clear understanding of where their order stands at any given time. 2. **More Orders** 1. The portal displays the most recently modified or created purchase orders based on the last modified date. This ensures that dealers have quick access to the latest updates and changes. 2. A "View Orders" button is available against the orders. Clicking this button redirects dealers to the Order Lifecycle Tracking screen, where they can view a comprehensive list of all created orders along with their updated statuses. 3. For each purchase order listed, there is a "View Orders" option. This allows dealers to: 1. Access detailed information about the purchase order. 2. Review and acknowledge any modifications made by the supplier. 4. Dealers can select the "View History" option to see a complete history of all changes made to the purchase order, providing transparency, and tracking of updates. 5. The screen also provides quick views of the order confirmation and current order status for each purchase order, offering at-a-glance insights into the order's progress. 3. **Promotional Space:** The inclusion of promotional elements in the portal is optional and at the discretion of the supplier. Suppliers can choose to utilize the following promotional features to showcase specific items or promotions to dealers: 1. **Banner** 1. The portal includes a dedicated space for images of certain items, which can be published as banners. This feature allows suppliers to highlight specific products or promotions visually. 2. The banner section is designed with a sliding feature, enabling dealers to view a rotating selection of banners. This visual format helps highlight key products or special offers effectively. 2. **New/ Trending Items** 1. This section provides a space for suppliers to feature items that are either newly added to the catalog or have high sales volumes. 2. This section will be optional depending on the supplier’s choice.

View Catalog/ Create Purchase Orders

**General Overview** 1. To have a user interface (UI) for dealers to view and order items from catalog. 2. **Catalog Selection Dropdown** allows dealers to select a catalog from a dropdown list. 3. A dealer will be able to select only one catalog at a time, however, they can shuffle and select different catalogs and order items from multiple catalogs in one single purchase order. 4. **Catalog Views:** 1. **Image View:** 1. Displays items in a visually appealing way with large images. 2. Each item is clickable to view more details. 2. **Grid View:** 1. Shows items in a tabular format with details such as name, description, price, etc. 2. The grid view will also have Sort & Filter functions implemented for quick filter of items. 5. Display attributes as defined by the supplier, such as product specifications, images, and pricing. 6. A search bar is available to allow dealers to find items using keywords. It should search within the selected catalog and update results in real-time. 7. **Progress Bar** 1. There will be a progress bar to let the user know the steps of the Order creation process. 1. **Select Items:** Indicates the dealer is in the catalog screen picking items. 2. **Checkout:** Indicates the dealer is on the order creation screen where they finalize order details. 3. **Order Created:** Confirms that the order has been successfully placed.

**Categories** 1. There will be a sidebar that lists all available categories for the selected catalog. 2. **Category Click Behaviour:** 1. **Single Click:** Update the item display to show only items in the selected category. 2. **Click Again on same category:** Revert to the view showing all items.

**Cart** 1. Dealers can add items to the cart from either the Image View or Grid View. 2. Dealers can adjust the quantity of each item in the cart using increment/decrement buttons. 3. A “Remove” button is available next to each item to delete items from the cart individually. 4. A “Clear Cart” button is available to remove all items from the cart with a single click. 5. A “View Cart” button is available on the main screen to open the cart in full screen mode. 6. A “Check Out” button moves the items from the cart to the Order Creation screen. 7. **Catalog Views:** 1. **Image View:** 1. Displays items in a visually appealing way with large images. 2. Each item is clickable to view more details. 2. **Grid View:** 1. Shows items in a tabular format with details such as name, description, price, etc. 2. The grid view will also have Sort & Filter functions implemented for quick filter of items. 3. An “Export to Excel” button is available to download the displayed items in the grid view into an Excel sheet.

**Create Order** 1. The Create Order screen is divided into two main sections: **Order Details & Review Products.** 2. **Order Details** 1. The fields displayed will be determined by WOMS (Web Order Management System) settings and EDI (Electronic Data Interchange) specifications as defined by the supplier on their WOMS portal. 2. The purchase order number will be temporary and will be converted into a permanent order number once the dealer submits the order. 3. Dealers will be able to update Shipping & Delivery dates on the form. 3. **Review Products** 1. All items from the cart are moved to this section. 2. Sort and filter options are implemented for efficient management of the items list. 3. A dropdown is provided for each item to set its delivery priority as High, Medium, or Low. 4. **Excel Mode:** 1. A toggle is provided to enable Excel mode. 2. When enabled, an “Export to Excel” button will be available to download the item details into an Excel sheet. 3. Dealers are allowed to update delivery priorities and quantities in the Excel file and re-import it back into the portal. 5. **Location:** 1. A Location toggle is provided to enable Location. 2. Once the Location option is enabled, available locations from the master list will be displayed under the items in the order. 3. Dealers can split the total quantity of items and assign specific amounts to each location listed. 4. Dealers have the ability to request different delivery dates for items going to separate locations.

### **Template** 1. The Catalog will feature a dropdown menu listing all templates that have been created by the dealer. 2. Next to the template selection dropdown, there will be a Create Order button. Clicking this button will redirect the dealer to the Order Creation screen. 3. Dealers can choose a template from the dropdown and convert it into a purchase order. 4. Once the template is imported into the Order Creation screen, dealers have the option to add additional items. 5. Dealers can make changes to their existing templates directly from the Order Creation screen.

Order Lifecycle Tracking

**General Overview** 1. The Order Lifecycle Tracking screen will be a view-only interface with various sections to display order details and statuses. 2. **Order Details Table** 1. **Purchase Order Number** 1. PO numbers are available as hyperlinks. 2. Clicking the PO number redirects the user to the Message Hub where they can view the purchase order and any changes. 2. **Order Date** 1. Displays the date on which the order was placed. 3. **Requested Delivery Date** 1. Displays the requested date for item delivery. 4. **Trading Partner Name** 1. Displays the name(s) of the supplier(s) associated with the purchase order. 5. **Order Confirmation Status** 1. Displays the status as “Confirmed” if a confirmation is received from the supplier; otherwise, display “Pending.” 6. **Shipment Status** 1. Displays Shipment numbers as hyperlinks. 2. Clicking a shipment number opens a drawer displaying all shipments created against the purchase order. 7. **Invoice Status** 1. Displays Invoice numbers as hyperlinks. 2. Clicking an invoice number opens a drawer displaying all invoices created against the purchase order. 8. **Order Status** 1. Displays the overall status of the purchase order (e.g., Open, Completed). 9. **Order Total** 1. Displays the total cost of the purchase order. 3. Sort & Filter functions will be available to filter out items quickly. 4. Implemented filters to display purchase orders based on their status. 1. **Confirmed:** Show orders that have been confirmed by the supplier. 2. **Partial:** Show orders that have been partially shipped or invoiced. 3. **Shipped:** Show orders that have been fully shipped by the supplier. 4. **Changed:** Show orders that have been modified by the supplier. 5. **Received:** Show orders that have been received by the dealer.

Spice Trade - Features & Functions Document

Spice Trade is an integrated portal designed to streamline the ordering process for dealers. This document outlines the various functions available to dealers on the Spice Trade portal.

Spice Admin
11 steps
22 seconds

Sort & Filter Functions

Home

View Catalog/ Create Purchase Orders

Order Lifecycle Tracking