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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 3/23/2020 1:01 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 6152
Template/Type: Brandon Time
Title/Caption: Meeting with Jonathan
Start Date/Time: 3/26/2020 1:00 pm
End Date/Time: 3/26/2020 2:30 pm
Main Status: Active

Photo/Image Count: 18
click to enlarge - photo by: Brandon Moore - Screenshots and mock-ups for the adilas shopping cart.
click to enlarge - photo by: Brandon Moore - Cart with the general cart info tab being selected. This is where you control the date, invoice type, salesperson, etc.
click to enlarge - photo by: Brandon Moore - Cart with the customer info tab being selected. You can search, add a new customer, or assign a customer from this section.
click to enlarge - photo by: Brandon Moore - Once a customer is assigned, the customer info will show up in the customer tab. You may also add other or additional customers for shipping, billing, co-signers, or other party info.
click to enlarge - photo by: Brandon Moore - Screenshot of the notes section in the notes tab of the shopping cart.
click to enlarge - photo by: Brandon Moore - Screenshot of the main cart info and line items section. As items are added, this section will fill up. Eventually, you will be able to close other sections and expand and/or popup this part of the cart.
click to enlarge - photo by: Brandon Moore - Different view (tile view) of the shopping cart interface. Each item would be shown in a tile or block with options for adding, viewing details, or advanced add to cart stuff.
click to enlarge - photo by: Brandon Moore - Small popup modal to show cart item details and more information. At the top, there is a toggle to switch between the details and the ++ or advanced add to cart options.
click to enlarge - photo by: Brandon Moore - This is a new look at the ++ or advanced add to cart options. These have been reworked and reorganized to help make these haggle tools (prices, discounts, costs, and profits) more approachable.
click to enlarge - photo by: Brandon Moore - Screenshot to show options for show/hiding certain fields and columns. Lots of options to be able to configure the cart as needed.
click to enlarge - photo by: Brandon Moore - Simplified view of a barcode scanning type interface with a scan field and then details as needed. Just a mock-up for space and how to show/display things.
click to enlarge - photo by: Brandon Moore - Screenshot of the categories and special saved favorites that may be used. These are similar to the my cart favorite buttons that exist right now, only they have a different look (along the left side of the pane).
click to enlarge - photo by: Brandon Moore - Small look at a possible interface to help manage and organize the category favorites on the left side.
click to enlarge - photo by: Brandon Moore - This is a sample of what a sub or nested category might look like. See the navigation on the left side under category 2.
click to enlarge - photo by: Brandon Moore - If the category level on the left is selected, it will show the results in the next pane. This sample or screenshot shows the category 1 and category 2 items. This may also show similar if all categories are selected from the left navigation panel.
click to enlarge - photo by: Brandon Moore - This is a sample to show what it might look like if the sub category of 4 was selected. Only those items would show up as options. Basically a way to sub divide all of the items and categorize them as needed.
click to enlarge - photo by: Brandon Moore - Going back to the ++ or advanced add to cart options. This is a haggle type tool that lets the user change quantities, prices, discounts, and mark-ups to get the desired outcome. This screenshot shows some extended values that may be shown if needed.
click to enlarge - photo by: Brandon Moore - Small look at the payment tab of the shopping cart. If the cart has an item, the payment tab would show up on the top right side.


Notes:

Meeting with Jonathan Wells and going over some design elements. We had a couple of us on the meeting. We had Steve, Cory, Jonathan, and myself. The meeting started out and we spent the first 40 minutes going over some of the changes in direction that we are seeing. Basically closing up the model, switching focus, and why we wanted to change things up. Lots of talk about direction, vision, and upcoming options.

After that, Jonathan showed us some of his new cart R&D stuff and where his mock-up is headed. We also got into talking about configuration and sub permission (functions within a bigger permission). We talked about consistency and design styles and bringing the R&D closer to where we are at. Basically, working on closing the gap between where we are (currently) and where we want to be (in the near future). The closer we can get and start filling in that gap and making that transition, the better.

The final topic of the meeting was dealing with sales and being able to start selling some of the other features that we offer. These are things like: monthly reoccurring, setup, training, design, custom code, tech support, consulting, project management, R&D, sales, and internal development. Lots of other offerings.

See attached for some mock-ups and screenshots.