Software Functional Specification Document (swFSD

)

Project Name:

AllPoints
WAKENSYS

Project Code Location
Changes to this template must be made without prior approvals

Company

Version History
The version numbering is as follows:
• • • •

The initial version is .01 Once the deliverable has been base lined, it becomes version 1.00 After the baseline (v1.00), all subsequent minor changes should increase the version number by 0.01. For major changes (or multiple changes), it is recommended that the deliverable be re-base lined. This would require the version to be changed to 2.00 (or the next whole number) and a new and complete set of concurrence would be obtained
CHANGE REQUEST NUMBER N/A N/A REVISION DATE 04/14/09 04/16/09

VERSION NUMBER 0.01 0.02

AUTHOR

SUMMARY OF CHANGE

Abdul Abdul

Initial Draft Second Draft

NOTE: No changes to the document will be allowed when the document is pending approval.

Approved By:

Approved On:

Table of Contents
1.0 Project Overview

2.0 Header 2.1 Log in Function 2.2 Header Features 2.3 Search 2.4 Live Chat Function

3.0 Home Page 3.1 Page Layout 3.2 Contents in the Page

4.0 Customer Profiles 4.1 User Levels 4.2 User Information 4.3 Data Access 4.4 Create Ship to Address 4.5 Create New User

5.0 Pricing Categories
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5.1 Different lists 5.2 Customer Contracts

6.0 Client Downloadable contents 6.1 Price List 6.2 Flyers or Specials 6.3 Catalog

7.0 Tax Rates 7.1 Tax Classes 7.2 Tax Calculations 8.0 Product Page 8.1 Page Contents 8.2 Different Options 8.3 Page Layout 8.4 Functionalities

9.0 Shipping & Handling 9.1 Default Shipping Warehouse 9.2 Shipping Options 9.3 Shipping Specials 9.4 Handling Fee Calculation

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10.0

Discount Rates/ Methods 10.1 10.2 10.3 Different Discounts Pricing Discount Order Discount

11.0

Payment Options 11.1 11.2 11.3 11.4 Payment Categories Payment Options The Methods Available Payment Options 11.4.1 Open Account 11.4.2 Credit Card 11.4.3 COD/ COD Cash 11.4.4 International Customers

12.0

Quick Order 12.1 12.2 Page functionalities Right Menu contents

13.0

Order Process 13.1 13.2 13.3 Making an Order Saving the Shopping Cart Saving to Favorites

14.0

Reports 14.1 Types of Customer Reports

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0 Email Requirements 19.5 14.1 19.Foodservice Parts & Supplies by Wakensys -Chicago Page 5 .3 19.7 14.0 SEO 18.14.2 14.8 14.9 Order History Invoice Location Report Overall Report Aged Balance Statements Account Activity Credit Card Balance 15.2 19.1 Advance Search Function 16.2 SEO friendly URL SEO Friendly Titles and Keywords 19.0 Gift Items 18.1 18.1 Google Analytics 17.0 Analytics 16.4 14.3 14.0 Search Function 15.4 Order Email Create New Ship to Address Create New Sales User Order Acknowledgement This Document was Prepared for AllPoints .6 14.

7 19.8 19.0 Project Overview • AllPoints CCC website will be selling products to their existing customers.1 About Us Purpose 1.0 Notes Other 23.1 AllPoints #.4 Required fields 22.Foodservice Parts & Supplies by Wakensys -Chicago Page 6 .0 23.2 21.3.9 Order Processing Confirmation Shipping Confirmation Customer Email Preference Request Password New Customer Registration 19.6 19.0 Printing 20.3 Other 21. they should have created a customer account prior to ordering and purchasing products from the site.11 Customer Reports 19. This Document was Prepared for AllPoints .19.2 OEM # or On-Product # 21.3.3 Quote functions Form Selection Different forms 21.1 21.5 19. CCC # or ICS # 21.2 21.0 Print Function Print Documents Request Quote 21.3.10 Notifications 19.12 Customer Feedback 20.1 20.

• • • We need a Forgot Password link and a Register for New Account Link. 2. this username and password will be provided to the Customers which they will use to log into their account.• The customers who do not have a login will also be able to view the products and search for products. When the user clicks on the Forgot Password they will receive an email containing the password via email.Foodservice Parts & Supplies by Wakensys -Chicago Page 7 . This Document was Prepared for AllPoints .0 Header Contents The logo will be in the left side of the header and in the center of the Header the Login Panel will be placed and in the right side of the Header the Simple Search Function will be placed. When the customer clicks on the Register for New Account they will be provided with a form to fill out their Business and User Information that will be send to the SX admin via Email. • • The items in their cart will remain once they login so they could continue with their shopping. The site Admin must be able to view all the abandoned carts. When the customer abandons his/her shopping cart the system should keep a record of it. • The customers who haven’t logged in will not be able to purchase anything from the site.1 Log in Function • The user-name and password will be created for the customer from the SX server. • The Customers will be notified that their account will be accessible only at the next business day. They can add items to the cart and at the checkout they will be requested to login to continue. 2. The site will be displaying the list price for them with a note saying “Login for your Price”.

There will be a drop down list that will limit the search area. Accounts or Marketing services depending on the departments that are setup in the function. Manufacturer # 6. AllPoints # 3. • If the user is not logged in then the top link will say Log In and if the User is signed in then it should say My Account.3 Search • • The search will be a small text area which will search Alpha-Numerals and it will have a Search Button in the Right Side. Shopping Cart and Help (FAQ) will be provided. This Document was Prepared for AllPoints .Foodservice Parts & Supplies by Wakensys -Chicago Page 8 .2 Header Features • On the top right corner of the Header the links for the common pages such as Log In/My Account. ICS # 5.2. the drop down list consist the following items. All 2. 2. CCC # 4. Order History.4 Live Chat Function We will be using a Automated Live chat function that will allow the customers to communicate with the Sales. 1. 2. Hardware # (Serial #) • Below the Search field there will be a link to the Advanced Search page.

3. a content area and a right menu. Advance Search Page 4. The Home page will have 6-8 images that will be linked to the main pages 1. Privacy Policy. The Site Admin should be able to choose if he/she wants to display Latest or Featured Products • • All the static pages such as About Us. Customer Account/ Register 6. 3.1 Page Layout All the pages will have a left menu. Quick Order • Below this 6-8 Images there will be a Flash or Java Script function that will be displaying the Featured Products or the Latest Products. 3.1 Left Menu This Document was Prepared for AllPoints .1.Foodservice Parts & Supplies by Wakensys -Chicago Page 9 .0 Home Page/ Web Pages • • All the pages except the Home page will have the Bread Crumbs. FAQ. Why AllPoints 5. All these links will be provided in the Footer. Shipping Policy and any other pages will be managed through the admin using Text Editors. Catalog 2. Search by Manufacturer 3.

o Enter the QTY o Enter the Product # (AllPoints #.1. o When the customer clicks on “Add to Cart” the row count will be reset to 1 and the items will be transferred to the shopping cart. This will be the only area in the site that will be changing according to the page all the other parts of the site will remain the same through out the site. 3. CCC # and ICS #) o Initially there will only be one single row that will be displaying.The left menu will contain the Category list with a menu that will be hidden unless we click on the category. 3. o The items will now be displayed in the Mini Shopping cart. • The Designer will be provided will all the page layouts.2 Middle • • The Breadcrumbs will be displayed on the left top corner of the content area in all the pages except the Home page. o When the customer adds items to their order list a new will be populated. This Document was Prepared for AllPoints . when we click on the category the sub categories will be displayed.1.3 Right Menu • The Quick Order function will be in the top which will have 2 text boxes.Foodservice Parts & Supplies by Wakensys -Chicago Page 10 .

0 Customer Profiles Each and every Customer who has a login will have a User Profile or a Account Page.o The customer can keep adding items to his/her order. When a customer adds items in their Quick Order form the items will only be displayed in here once they click “Add to Cart”. There will be 2 buttons o Add to Order : This will add the Item to the Order o Checkout: This will take the Customer to the checkout Process.Foodservice Parts & Supplies by Wakensys -Chicago Page 11 . • • The Mini Shopping cart will be displaying in here. The User Profile will also be different among the Customer Type (Price Category). the page will be different for the Customers according to their User Level. 4. 4.1 User levels This Document was Prepared for AllPoints . • We will have a text saying “View Details” this will be linked to the Quick Order Page.

All they will be able to do in their login is to make Orders and to see their login Order History.2 Customer Information 4. 2. Main Users (Account Admin): There can be more than 1 Admin or Main User for a given Customer Account.Foodservice Parts & Supplies by Wakensys -Chicago Page 12 . This Document was Prepared for AllPoints . this will allow the Customers (Companies) to have several Main Users.1. If the main user and the company details are same then the information will be displayed in both places. Each and every Main User will have separate Username and Password. because of this the main user profile will have both Company Details and the main user’s details. 4. Each and every Sales user has their own user name and password so they can only view the Order History that they made.1 Main User The Main User’s page will have the following information in their profile which will have minor changes according to the Pricing Category.2. The site Main User or the Admin could be different from the Companies or Customers Main Account Name with the SX server. Sales Users (Person Who can Make Orders): These are the lower level users whose login will only give them limited access to the system.

Foodservice Parts & Supplies by Wakensys -Chicago Page 13 .Account Details Name Phone Email Fax Credit Card Information Order History Shipping Preference Invoice Create New Ship to Address Favorites Company Details Company Name Company Address Company Phone Company Email Company Fax Account Maintenance Aged Balance Statements Create New Users Shopping Cart (if saved) This Document was Prepared for AllPoints .

3. Email 6. Address 4. this will be limited to only their order history. Default Warehouse – Read Only 4.4. 1. Location Credit Card – Read Only 8.2 Sales Users The sales users will have a profile page that will give them the option of viewing the basic account details and to make Orders. Phone Number 5.3 Data Access The user will have the data access according to their Account Category (main or sales) 4. Default Shipping Address – Read Only 9. Location 3. if they require making any changes to the information they have to submit a This Document was Prepared for AllPoints .1 Main Users • The main users can access all the customer information.Foodservice Parts & Supplies by Wakensys -Chicago Page 14 . Fax 7.2. They can also use the Order History to make the same order. Name 2.

Account Maintenance and the Sales Users. • If the Main User wants to create a Sales User for a new “Ship To” address they will have to first get the new “Ship To” address authorized before they can select that Location for the Sales User. • The main users will be able to view the entire Order History. This is basically adding a new store or a new address to their account which will be used to send Shipments to. 5.2 Sales Users The sales user will only have access to their own profile. this process will require an authorization which will be processed the next business day. • In addition the main user will also have the privilege to create a new “Ship To” address and create new “Sales Users”.0 Pricing Categories This Document was Prepared for AllPoints . 4.request to the System Admin (SX Server) and the changes will usually be made in the next Business day. they can go through the catalog to find products.Foodservice Parts & Supplies by Wakensys -Chicago Page 15 . and they can make regular as well as quick orders.5 Create New User • If the Main User wants to create a Sales User for an existing “Ship To” address then they can create an account. this will also be completed on the Next Business day by the SX Server Admin upon the Customer Request. this will require the SX Server Admin to approve the user before they can use that Sales Account. Statement. 4.3. The user can also populate a new Order using their History.4 Create Ship To Address The Main User can create a new “Ship To” Address for their existing account from their Customer login. 4. Invoice. the Credit Card details.

contracts and customer types are managed by the SX Server Admin. CHN 3. this will be easy to manage. all these prices.2 Customer Contracts The customers can have an individual pricing contract with the AllPoints that is independent of their Customer Category (Which was Mentioned Above). 6. CLP 5. promotions and the catalog from the site via PDF file.0 Client Downloadable contents The customers can download the price lists. NTBP 5. the SX serves has 7 different levels or categories of customers. FSBP 7. If any Customer belongs to a Customer Type that has a better price than their Contract Price then that Price should be provided.1 Different lists 1. NET 2. 5.The system will get the prices from the SX Server. FS 4. The site admin will be uploading the Files to a folder which will be related to a particular customer type.1 Price List This Document was Prepared for AllPoints . each type of customer will have different prices as well as different promotions which will only be targeted at them.Foodservice Parts & Supplies by Wakensys -Chicago Page 16 . AllPoints also have individual customers price contract. these files will be deferent among the Customer types that were specified above. 6. CHBP 6.

1 Tax Classes CT and IL will have regular TAX classes that will be assigned to the entire state but NV will have separate TAX classes within the state according to the counties.Foodservice Parts & Supplies by Wakensys -Chicago Page 17 . The TAX for CT and IL will be common for the entire state so the This Document was Prepared for AllPoints . • The SX Server admin will be managing the price lists which will be uploaded to the specific folders. 6. the NV customers will be assigned the county Tax they are located. ICS# and the AllPoints# along with the Product image and the Description of the product in it. 7. 6. these promotions will also be uploaded to the customer type specific folders so that the site Admin can manage them easily.3 Catalog The Catalog will be the same for all the customers which will have CCC#.2 Tax Calculations Nevada TAX calculation will be determined according to the county and will have more than one TAX rate within the state. 7.• The customers will be assigned different price lists according to their customer type or if they have a contract with AllPoints then they will be downloading the price list containing the special prices which are specific for them.2 Flyers or Specials Different customer types will receive different customer promotions these details will be a PDF file or a flyer. 7. This will be assigned to the Customers who have their “Ship To” address within that county.0 Tax Rates Each warehouse will have its own TAX class. this will be assigned for the customers using their default warehouse.

All points # in a Larger font 2. 8. ICS # same size as the CCC# All these numbers should be displaying for each and every product this will make things easy for the customers. Description 1 & Description 2 This Document was Prepared for AllPoints .customers who are from IL will be assigned the IL Tax as CT customers will be assigned CT Tax 8.0 Product Page The product page will not be similar to a regular eCommerse site.Foodservice Parts & Supplies by Wakensys -Chicago Page 18 .1 Page Contents 1. the Product page will be different for the Customers according to the customer type. 4. CCC # in a smaller font 3. the price will be different for customers who have a Contract Price with AllPoints.

Product Image (this will also have “Click to Enlarge” link) When clicked on the link a popup page will appear with a larger image. Your Price (depending on the Customer Type and Customer Contract) The customer will be shown the unique price depending on their customer type and the price contract they got with AllPoints. 8. 7. and if there is only one Description then only that should be displayed. 9.Some products have just one Description and the others have both Descriptions so the Page should display these Descriptions in separate lines. Catalog Page Number (1 or 2 numbers) This is the page number the product is featured in the printed catalog. 5.Foodservice Parts & Supplies by Wakensys -Chicago Page 19 . 6. Add to Favorites The customer will be able to click on this link to make this particular product one of their favorite products. This will be the only price that will be displayed for the customers who are not logged in. This price will be hidden from customers who are not logged in. This Document was Prepared for AllPoints . List Price (only for NET type Customers and Unregistered Customers) If the customer type is NET then the List price should be displaying in addition to the Customer Price. There is more than one Printed Catalog that the customer may have. this will be useful if the customer wants to match the product in the printed catalog and in the site.

10. “Customers Who Bought this also Bought” This will provide an understanding that there are some other products that go with this particular product or there are some other products this product requires to be used.Foodservice Parts & Supplies by Wakensys -Chicago Page 20 . This Document was Prepared for AllPoints . This will be a table which will be cross referred. 14. 12. The Product Replacements (Cross Reference) This will be a table which will have the Manufacturer name and Manufacturer’s numbers of products that this particular product can replace. 15. Related Products This will be displaying the products that have some similarities between one another. Availability This will be a table which will display the product availability in all 3 warehouses. the customers can make their mind if they want to order a product which is Back Ordered in their default warehouse from a different warehouse. 13. Weight The product weight should be provided which will give the customer an idea about the shipping cost that will occur for the particular product. 11. this feature is not available for all the products. “Print this page” and “email to a friend” links The product page will also have the links to print that particular page or to email that page to a friend.

16.3 Functionalities • The product page will allow the user to select the quantity they want from that product and the Total Price will be displayed according to their Price List they belong to.2 Page Layout All the contents will be displayed only if there is any data for that particular section such as “Related Product”. 10 – 25: 10%. this will be managed by the site admin. Discount table This table will be displaying the discount rates which are related to the product quantity. The page design will be created by the designer which will have all the above information in the page. “Customers Who Brought this also Brought” and “Product Replacement”. • The “Add to Cart” button will provide them the functionality to add the products to there Shopping Cart. The “Related Product” will display the images of the products and the name which will be links to that particular product.0 Shipping & Handling The customer do have a default shipping option that is set from the SX Server admin at the time of the account was created. In addition the customer will be having the option to select the This Document was Prepared for AllPoints . Ex: 0 – 10: 5%. 25 – 50: 15% 8. • • 9.Foodservice Parts & Supplies by Wakensys -Chicago Page 21 . 8. The “Customer who bought these product also bought” will have the product image and the name which will be linked to that particular product page.

The cost of Shipping and Handling will be combined together and will be displayed as one Fee “Shipping & Handling”. FedEx 4. The shipping cost will be populated using the shipping option and the zip code they are located at and the distance between the default warehouse and the client location.Foodservice Parts & Supplies by Wakensys -Chicago Page 22 . Truck 6. UPS 2. 9. 9. User Pick Up 7. 1. 5.shipping option that they desire. USPS 3. This how ever will not be the warehouse that ships all the goods if that particular warehouse doesn’t have the required products the customer will have the option of selecting a different warehouse to ship the goods. • This how ever will affect in the shipping cost as well as the duration to receive the shipment. DHL We do not have a DHL account so we use the customer’s DHL account if we ship the good using DHL.1 Default Shipping Warehouse • When a customer account is created in SX they will be assigned a default Warehouse depending on the Customer ZIP code. Customer can flag the Order for “Blind Drop Shipping” This Document was Prepared for AllPoints .2 Shipping Options We will be using all the major shipping carriers. The handling cost will be added at the end of the order process.

4 Handling Fee Calculation • The Handling fee will be calculated at the end of the order process. this is determined by the user amount which will be free freight account. • Some customers are assigned to have 50% discount on their 2nd day Air Shipping even if they do not qualify for it. This option will not be available for all the customers. • There are additional services that will be offered only if is set as the default shipping method for that customer. they will be eligible for a 50% discount on their 2nd Day Air Shipping. and the Handling fee will be calculated from the total weight of the order.Foodservice Parts & Supplies by Wakensys -Chicago Page 23 . • • • The customer will have to provide the Drop Ship Address and the shipment will be made on behalf of the Customer. Ex: 2nd day 50% OFF.The customer does have the option of selecting drop shipment which will have a different process. 9. This Document was Prepared for AllPoints .3 Shipping Specials • If the customer is not in the range of 2nd Day Ground Shipping from any of the 3 warehouse. • This will be only for UPS ground shipping every other carriers will be charged. Some customers are given free freight shipping if their minimum net sales amount is greater. 9. • The ship from address will be changed to the Customers Address and the ship to address will be the drop shipping address. this will be assigned by the SX Server admin and will be used as the default shipping option.

00 Else If Weight <10Lbs Then $7. this is highly depended on the customer type. this will be assigned by the SX Server.00 • Some customers are assigned to have free Handling. If Weight < 5Lbs Then $ 5. Order Discount 3. So the total Handling Fee will be the total shipment weight * handling fee (different amounts).1 Different Discounts 1.• The handling fee will be determined by the site Admin and it will be assigned to the weight. Free Shipping 5.Foodservice Parts & Supplies by Wakensys -Chicago Page 24 . Shipping Discount 4.00 Else If Weight > 20Lbs Then $15. Free Handling This Document was Prepared for AllPoints . 10. Price Discount 2.0 Discount Rates/ Methods The site provides different kinds of discounts for the customers. 10.00 Else If Weight < 20Lbs Then $10.

3.10. This Document was Prepared for AllPoints . This will be affecting only the Order sub total. this discount rate will be applied at the end of the order process. this will not be offered to the Shipping and Handling Fee. 10.3 Order Discount Each customer type will be assigned an invoice discount rate in the SX server. This will be different among the customer types.2 Pricing Discount When the customer product price has an end date on them the price will be recognized as a Sales Price.Foodservice Parts & Supplies by Wakensys -Chicago Page 25 . Customer Type Price Level Specials The Customer type will have a special price which has a ending date as it was explained above. 2. There can be multiple prices for a given customer Pricing type. We have to determine the best rate for a given Customer who belongs to a Customer type and has a Customer Contract. the system should determine the most current and the one with a start date and no end date. 1. Customer Level Specials which is Customer Contracts The customers who have a contract with AllPoints will have a special price which is specific for them. The customers regardless of their order total will receive this unique discount rate. The customers will always receive the best price which will be the customer contract price or the customer type special price.

Credit Card 3. The customers will have additional payment methods other than the default payment plan.Foodservice Parts & Supplies by Wakensys -Chicago Page 26 .11. 11. The SX Server has assigned a default payment plan for each and every customer.1 Payment Categories 1. COD/COD Cash 4.0 Payment Options The existing ERP system has different types of Customer Payment Plans. Open Account 2. International Customers 11.2 Payment Options The payment option that has been determined by the SX Server admin will be used as the Default payment option in the site too. the COD/ COD Cash and Open Account This Document was Prepared for AllPoints .

4.4.1 Open Account The Customers who have Open Account as their default payment option will have 2 extra options to make their payments. 11.Foodservice Parts & Supplies by Wakensys -Chicago Page 27 .4 International Customers This Document was Prepared for AllPoints .3 COD/ COD Cash The Customers who have COD or COD Cash as their default payment option will also be able to pay from Credit Card. COD 11. Credit Card 2.3 The Methods 1. Wire Transfer 11.customers will have additional payment options in the site during each order processing.4. 1. COD/COD Cash 3. 11. They will automatically been selected to use Open Account but they can change this during a particular order processing.4. Credit Card 2.4 Available Payment Options 11. The international customers how ever will have Wire transfer option too.2 Credit Card The Credit Card customers will only be able to pay using Credit Cards. this is the setting which is related to the SX Server. 11.

99* $4.39 Electric Wire $7. 12.99* Your Price $1.Foodservice Parts & Supplies by Wakensys -Chicago Page 28 . Credit Card & Wire Transfer) within the International Customers. • The Description. 12..• • • The Customers who are outside of US will be considered as International Customers.1 Page functionalities • • • This page will be saving time for the Customer from searching the Catalog and looking through the Product Pages. This Document was Prepared for AllPoints . The page will be auto updating while the user adds products to the list.59 * The List Price will only be displayed for the NET Customers or when the Customer is not logged in.0 Quick Order The Quick Order page will provide the Customer to enter the Item # (AllPoints #. List Price* and Your Price Fields should be Populated automatically when you enter the Product ID and hit Enter key. The International Customers will have Wire Transfer in addition to their default payment option. The page will have a Checkout button that will let the Customer continue to the Checkout process. Product Id CCC-1234 ICS-1234 CCC-1229 QTY 10 20 Description Bolt Nut Copper Wire List Price* $2.39 $4. We will have the 3 Main Customer types (Open Account.99* $6. CCC # or ICS#) of the product and the Quantity that they need to make an Order quick.

 When the Customers add an Item number which can be CC# or ICS# and will be representing different products the Quick Order page should be displaying both the products and the customer will be choosing the product they want.”. Please choose the product at the Quick Order page. 12. • If a customer tries to enter a product ID with the special characters (“-“. “. CCC # and ICS #)  We will have a text saying “View Details” this will be linked to the Quick Order Page.Foodservice Parts & Supplies by Wakensys -Chicago Page 29 .) the system should omit these extra characters and look for the product in the database using just the Alphanumeric value. “_”.”.• When the Customer adds an Item number which can be CCC # or ICS # and will be representing different products both the products should be displayed and the Customer will be choosing the product they want. “/”.) the system should omit these extra characters and look for the product in the database using just the Alphanumeric value.” If a customer tries to enter a product ID with the special characters (“-“. etc.   This Document was Prepared for AllPoints . o Enter the QTY o Enter the Product # (AllPoints #. In the right menu it should just display “There were multiple products representing that Product ID. “_”.2 Right Menu contents  The Quick Order function will be in the top which will have 2 text boxes. etc. “. “/”.  There will be 2 buttons o Add to Order : This will add the Item to the Order o Checkout: This will take the Customer to the checkout Process.

13. There will be a check box in front of each and every product in the Order page which they customer can select if they want to drop that particular product from the Order if required. This will be useful when they are finding a new product or want to find a Replacement product. • • • Once they have clicked on the “Add to Cart” button the customers will be taken to the Order page which will have all the products that they have order.Foodservice Parts & Supplies by Wakensys -Chicago Page 30 . This Document was Prepared for AllPoints . product description.0 Order Processing Similar to the Quick Order process with the exception of walking through the catalog to find the right product. This page will display the product image. The customers will also be able to read the product description and check for the Product Replacements which will cost them less before making the order as well as check the product availability. When they click the “Add to Cart” button in the Product page that product will be added to their Order with the quantity that customer have selected. the quantity and the total price of the product (QTY*Product Price). 13. this will be used for the new Customers who are not sure about the products they are looking for.1 Making an Order • The customer can also search for the products they are looking for before they make the Order.

Foodservice Parts & Supplies by Wakensys -Chicago Page 31 . The only draw back will be the availability of the product.3 Saving to Favorites There will be a link in the product page that the customer can click and mark a particular product as their favorite product. This function will also provide notifications to the customers regarding any price change or availability change in that particular product. this favorites list will be accessible through the customer account page. • • • Later when they return to the site all the products that they had in their order will still remain in the shopping cart once they log into their login.0 Reports This Document was Prepared for AllPoints . if the customer returns to the site on the next day and wants to complete the order he/ she made the previous day then there are possibilities the product they purchased to be Back Ordered.• • • At the bottom of the page there will be 3 buttons. Update. 14. The customer can click on continue if he/she wishes to continue shopping or else click on checkout to complete the Order. The customers can continue to checkout from here or else they can also continue shopping without losing any items in their cart. 13. Continue and Checkout.2 Saving the Shopping Cart • If a customer creates an Order and then for some reason he/she had to pause the process they could simply do so without worrying about the items they had already purchased. 13. When customer selects any product or products and click on the “Update” button that particular product or products will be omitted from the Order.

Invoice 4. By Location b.4 Location Report Some customer accounts will have more than one “Ship To” address.3 Invoice The main users of a customer account will be able to view all the invoices. Statement 14. • The main users however will be able to view all the order histories regardless of the person who made that particular order (login). 14. This will be useful for them to maintain a record about their account with AllPoints. each “Ship To” address will be referred as a Location. This Document was Prepared for AllPoints . Overall 3. Order History 2. Aged Balance 5. They can also make an order from the order history. they can use this to produce a new order which will save time if the order is same.Foodservice Parts & Supplies by Wakensys -Chicago Page 32 . Maintain Account a. 14. The invoices can be divided according to the locations the customer have and according to the user logins.The main users of a customer account will be able to view many reports related to their account.2 Order History • The sales users can only view the Order History that is from their own login. 14.1 Types of Customer Reports 1. they can either print these reports or email it to any email addresses they want.

14. This report can be location specific or it can be for the entire account. This can be the statement of a particular Location. These reports can be the Order History.6 Aged Balance The main user account will be able to view the Aged Balance of the account. 0 – 30 days 31 – 60 days 61 – 90 days 91 and above 14. payments and Credits for a given time period.Foodservice Parts & Supplies by Wakensys -Chicago Page 33 . 14.7 Statements $amount $amount $amount $amount The main users will be able to view the last month’s Statement. Invoice or any other Report that is available through the system. 14.The main users of an account can populate reports which will be related to any particular location. This will be displayed in the following time intervals.9 Credit Card Balance This Document was Prepared for AllPoints .5 Overall Report The main users of a customer account can also populate an overall report which will include all their locations if they have multiple locations.8 Account Activity The main users can list all the invoices. This could be the overall report or the Location report. This option is available for the Main User in all the reports they can populate from the system. 14.

CCC# or ICS#). 15.If the Customer has an Open Account Payment plan then the main customer account will be able to make Credit Card payments on their balance.0 Search Function The site will be using Product ID (AllPoints #. The customer can specifically look for a product using the Product ID (AllPoints #.”. The Serial Number is also called as the Manufacturer’s Hardware Number. 15. Manufacturer ID (Manufacturer# or Serial #) and Product Keyword. this will be an optional field and the customers can make use of this. If the customer was looking for a product specifically using the This Document was Prepared for AllPoints . “_”. “/”. the Manufacturer ID (Manufacturer# or Product Serial#) and the keyword search will be available. The Sales users can only view the available credit amount which will help them before they could place an order. If a customer tries to enter a product ID with the special characters (“-“. “.Foodservice Parts & Supplies by Wakensys -Chicago Page 34 . CCC# or ICS#).1 Advance Search Function The advance search will be having check boxes that will limit the search fields. 15. There will be a dropdown list with all the Manufacturer names which will narrow down the search. etc. The product keyword will be searched in all the fields and it can contain alphanumeric values.) the system should omit these extra characters and look for the product in the database using just the Alphanumeric value.2 Search Results The search result will be displayed depending on the search limitation of the function the customer selected.

0 Gift Items (Optional) • The site administrator will have the ability to assign a Total purchase amount (Minimum Total) that will qualify a Customer for a free Gift. The search result page will display the search result according to the search function and will not display products that have the keywords but are not within the limitation that was selected by the customer.0 Analytics 16.0 SEO Search Engine Optimization will be implemented to the website. This will be a common gift item and common price limit to all types of Customers. 16. • • This Gift Program can be disabled by the site Admin and can be managed by the Admin. • When a Customer makes a purchase of more than the Minimum Total then they will be eligible for a Gift Item. This Document was Prepared for AllPoints .manufacturer’s number then the result will only consist products related to that manufacturer number. 17. 18. The Customer will be capable to choose a gift item among the given gift items.Foodservice Parts & Supplies by Wakensys -Chicago Page 35 .1 Google Analytics We will use Google Analytics for reporting. there are different price levels with different Gift Items.

1 Create New Ship To Address When the Main Users create a new “Ship To” address the system will be sending a request to the SX Admin to create the New “Shipp To” address in the SX Server.2 Create New Sales User This Document was Prepared for AllPoints . Once the process is completed the Customer will be notified.Foodservice Parts & Supplies by Wakensys -Chicago Page 36 . This process will be completed when the next data synchronization is done. 19. 18. 19. 19. all the information that is been entered into the site will be emailed to the SX Server admin.18.2 SEO Friendly Titles and Keywords The page titles and the keywords will be populated dynamically from the page content.1 SEO friendly URL The URLs that will be created in the site will be User friendly to remember and to understand.0 Email Requirements The site does not function on its own so it is highly dependent on the SX ERP system.

19. This will be more useful for International Customers who can place their Orders in the middle of the night and for the Customers who place the Orders on a weekend. This email will only notify the Customer that the order status is processing. 19.3 Order Email When a Customer places an Order the System will be sending an email to the System Admin (osCommerce). This email consist the Order details and the date the order was made with an acknowledgement message. This process will also be completed in the next data synchronization. this process should be updated right away to make sure the order gets processed.5 Order Processing Confirmation Once the Order has been released by the SX Admin and the Order status has been set to Processing the system will be sending an Email to the Customer. If the customer wants to create a new sales account for a new location then he will have to create the new Location first.Foodservice Parts & Supplies by Wakensys -Chicago Page 37 . 19. this will notify the Customer that their Order is been Processed.6 Shipping Confirmation This Document was Prepared for AllPoints . 19. The system will upload this to the SX Server.4 Order Acknowledgement When a Customer (Sales User/ Main User) makes an Order the system will send an email to the Customer saying that the Order was received.When the Main User creates a Sales User and assign him/her to a “Ship To” address the system will send an Email to the SX Admin requesting to update the SX Server.

19. The order processing page will have a additional feature that will have the following options. • The Customers will have the option changing their setting in their Profile or making exceptions for a particular Order in the Checkout Process Page. This will allow them to choose if they need Order Acknowledgment. • The customer can add additional email addresses that he would like the notifications to be sent.Foodservice Parts & Supplies by Wakensys -Chicago Page 38 . Order Processing and Shipping Confirmation emails sent to them.7 • Customer Email Preference The Customers will be having the privilege of setting their Email Notification in their Profile.Once the Order is shipped the Customer will receive an Email with the Shipping Confirmation as well as the Tracking Number. The customer can change the selection in this page which will only be effective for that particular order. Order Processing 3. Next to each option there will be a field which will display the email addresses that the customer has saved in the profile. This will be Check Boxes. 1. This Document was Prepared for AllPoints . Order Acknowledgement 2. 19. Shipment Confirmation • • • • These are check boxes and will be automatically selected if the Customer had set the emails to be sent to him in his Profile Settings. the package carrier details and the Shipment Tracking number. This email consist the Ship from address (warehouse) and Ship to address (customer address).8 Request Password When a Customer Request a Forgotten Password the system will send an Email to the customer with their Username and Password. the customer can select the required emails from the list. multiple emails can be added using comma separators.

• The customers will be provided with a default password and the customers require changing their passwords at their first login.10 Notifications The Customers can have email Notifications about Products and Price Changes.11 Customer Reports The Main User will be able to email their reports to them self or to other Email Addresses. This is the same functionality when the customer selects a product to be in his favorites. The pages that they will be able to email are: 1) Order History 2) Account Maintenance 3) Invoice This Document was Prepared for AllPoints . • Once the SX Admin validates all the information the account will be created and an email will be populated with all the login instructions and username password. 19. o Password could be a combination of their Last Name + Last 4 Digits of their Account Number.Foodservice Parts & Supplies by Wakensys -Chicago Page 39 . the Customer will have to sign up for this in their Profile.9 New Customer Registration • When a new customer wants to create an account all the customer details will be stored in the site Admin. 19. The system will also send a request to the SX Server Admin. This email will be sent to the Customer. 19. • The site will update all account details during the next Data Synchronization.The SX Admin will receive a copy of that email.

2 Print Documents The main users of a customer account will be able to print all the reports that they can generate from the system. 20.4) Statements 5) Aged Balance 6) Credit Card Information 19. This email will also indicate that the Customer Feedback was sent from the osCommerce site.Foodservice Parts & Supplies by Wakensys -Chicago Page 40 .0 Request Quote When the customers click on the “Request a Quote” link in the site they will be presented a form that they have to fill out to get an estimated quote. this will help them to maintain good account with AllPoints. this will be an email sent to feedback@allpointsfps.1 Print Function The system will allow the Sales User to print their Login Order History and the Current Order. This email will have the sent address feedback@oursite. 20.0 Printing In addition to Emailing their Documents Customers will also have the option of printing them.com. This Document was Prepared for AllPoints . 20.com by the system. 21. There will be a Print Icon and “print this page” text in all the product pages and the reports.12 Customer Feedback This will be a form which will have the Customer name and Notes that they entered.

the product ID depending on the ID type they have chosen.Foodservice Parts & Supplies by Wakensys -Chicago Page 41 . the rest of the form will be designed specifically for each ID type. Quantity. AllPoints # 2. Other # 21. 21. CCC # or ICS # If the Customer selects AllPoints #.1 AllPoints #.2 Form Selection The Customer will first choose what is the ID he/she will use. and then a short description about the product they are looking for.3 Different forms According to the selection at the beginning the Customer will be presented with a form to enter the quantity and the ID. CCC # or ICS # then they will be having a form similar to the Quick Order page. 1. there are 6 different unique ID numbers that the Customer can choose from.3. 21. On Product # 4.1 Quote functions The customers will be asked to fill out a form with Product ID. ICS # 6.2 OEM # or On-Product # This Document was Prepared for AllPoints .21. 21. CCC # 5.3. They will have to enter the quantity. Product Type and Product Specifications in order to determine which products they are looking for. OEM # 3.

Gas or Other) All the selections will be Radio buttons which require at least one to be selected. If Gas the system needs to know what kind of Gas is required (NAT. 3. If the Customer selected AllPoints #. 21. If Electric it have to determine what is the Voltage (120V. This Document was Prepared for AllPoints .If they had selected the OEM # or On-Product # then they will have a similar form with the exception that the Product ID will be Manufacturer ID or Product Code (Hardware #).Foodservice Parts & Supplies by Wakensys -Chicago Page 42 . 1. If the Customer had selected “Other” then only the Description is required wile other selections in the form has been made (Electric. Gas or Other. 21. If “Other” then the system will require a detailed description about the product that the Customer is looking for. 240V or 480V) the Customer is looking for and then ask for a short description of the product they are looking for 2. 2008V.4 Required fields According to the form the required fields will be different. The Short Description is Optional.3 Other If the Customer selected “Other” then they will have a separate form which will ask if the product they are looking for is Electric. If the Customer selected OEM # or On-Product # then the Manufacturer # and Hardware # (Model # or Serial #) depending on the selection is required. CCC # or ICS # then the Qty and the Product ID (AllPoints #. CCC# or ICS #) related to the selections is required.3. LP or Does Not Apply) and then the system will ask the customer to provide a short Description about the product they are looking for.

22.0 Other 23. This Document was Prepared for AllPoints .0 Notes 23.1 About Us In the About Us page we need Google Directions in a popup page when someone clicks on the Warehouse Locations.Foodservice Parts & Supplies by Wakensys -Chicago Page 43 .

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