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Notes:
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PO’s & Tracking Order Status Continued: - What about changing up the entire create PO process? Some of our customers have requested a reverse shopping cart type feature. - Random thought – customer vs. vendors – they both have very similar processes. The biggest difference is what side of the fence are they on… Are we selling to them or are they selling to us? Duplicate the processes on either side… - Change is good if it will help improve performance, flow, end results, and ease of use… - Change can be scary… sometimes it means letting go of the past in order to move forward into the future. - What do my (adilas as a whole) customers want? If I can give it to them, they will be happy and will stay as our customers. - What about switching things around. You tell me what you want to do, I hold it until you’re done, then we’ll create the item and make sure everything is tied together. This could be as simple as asking create main first or start with line items or subs. - What about an option to create a “cart” this could be a deposit cart, a PO order/request cart, invoice shopping cart, expense/receipt cart, etc. If the word cart is too broad, or doesn’t fit, what about a build, a container, a project, create new, etc. - What are future dreams and what is needed right now? Maybe a simple patch on the current process will be sufficient for our needs. - What if the choice was I know what I want let me do it (manual build) or help me build it. o Normal mode: Create new… – manual mode or Helper mode: Create new…– cart/builder mode - It would be nice to be able to combine PO’s and PO line items to make a single PO. If yes, what do you do with old ones? Void them or zero them or disable or leave alone? - Maybe add new order and shipping fields just above received section. - May need to change the wording and verbage on the received PO section. This is a huge switch for the entire application. This keys whether or not line items may be added, it keys off inventory, it keys off payables, etc. o Maybe it should be like this: Same top part o PO Amount: o Due Date: o Vendor Invoice/Order #: o PO Received/Order Status: o Request Quantities: • N/A – No, items are not yet in my possession • Need: Don’t have items – flag for need to be ordered • Ordered: Don’t have items – But order has been placed • Ship Date: when the products should be shipped (okay to leave blank) • Order Date: if it was ordered show the date otherwise leave blank even if there really is a date o Live quantities: • Received – • Received date: o Don’t select anything by default |