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Ideas & check list for new wholesale – multi unit cart: 1. I will need a new invoice type. My idea is to only have this invoice type used for cart mode. It will then be converted into a normal customer invoice once it leaves the cart mode. That way we don’t need to track it differently in all of the different pages. Basically, it is just a quick way to populate multiple units into a shopping cart. Maybe it shouldn’t be an invoice type, maybe it should just be a special link that will direct the user to a special set of pages. Decided to go with a special cart type. 2. Known needs: - Wholesale or resale - 1 to 100 units per cart - Fast - Simple - No extras - Choose units (search, point & click to add/remove) - Choose customer - Possible to do an inter-corp sale with the multi’s o This includes selling them out of one corp & stocking them into the receiving corp. Only for vehicles, trailers, and toppers. Not yet optimized for specific units. - No taxes, no doc fees, no title fees, no registrations, no licenses, no temp tags. (Need to check validation once sold, I don’t want it to cause any problems when editing.) 3. Leaning towards a crossbred between normal cart and normal unit cart. Treat it as its own animal. 4. New permission – Its life is only good while in cart mode. 5. Able to save as quote but not able to restore to cart. 6. New cart mode needs to work with vehicles, trailers, toppers, and specific units. This also means that edits after the fact need to be compatible 7. Make cart compatible with existing features. - Select customer first - Basic start cart - Add 1 or more parts first - If adding a unit, if they click the invoice/quote link, it will jump to the correct add page. - Able to switch between normal customer and inter corp sale. Also some sort of flag that says inter corp sale. - Validate that units are not already sold. 8. Invoices need conditional logic and ability to hide special customer/unit information. 9. Other possible stock/unit changes that might go along with this change are: - Java script and education between mark-up and profit percentage. (profit margin) - Description counters - Multi stock feature to sold and basic inv search. - Color filter - Mark-up and sale price on every unit and type. |