2. • An integrated Order & Inventory Management
System with following capabilities:
• Web Based
• Advanced entry & reporting
• High Usability
• Scalable & Adaptable
• Integrable & Extensible
• Email & Web Alerts
• Light weight
3.
4.
5.
6. A. Login into the System.
B. Click Place Order Button
C. Enter dealer code for which order needs to be created.
D. Add Items (Sku’s) along with their quantity.
E. Click on confirm and submit order.
7. A team will be there to manage all the orders
submitted to the system and in main office will
manage/update status of all orders
1. Placed
2. Confirmed
3. Dispatched
4. Delivered
5. Refused
6. Cancelled
8. When Order is place then the stocks should
also updated in the Inventory and any time
status of inventory or store house shall be
available.
9. The Other ADMIN services Include:
• Master User List (Authentication):Application user
CRUD
• Sales Person -CRUD
• Dealers –CRUD
• Inventory- CRUD
• Warehouse-CRUD
• Inventory-Warehouse Mapping Association
10. 1. Admin (User Management)
2. Salespersons and Sales Managers
3. Order Management -Marketing
4. Store Department (Warehouse)
5. Finance
11. A. Users services
B. Order Management
C. Inventory & WareHouse Management
D. Search and View
12. Actor- Admin
Create Account for other actors in the system
PHASE-II
5. Add/Modify Warehouse Stores
PHASE-I
0. Add/Modify the Users Account
and Access to the System.
1. Add/Modify Salespersons &
Sales Managers
2. Add/Modify Dealers
3. Add/Modify Items in Inventory
(Store Department Job Originally)
4. Add/Modify Orders (Rare-Case
Scenario)
14. Actor- Sales Person & Sales Manager/Admin
Rules:
1. There will be a create order link for the sales person
2. on clicking that link a Form will open which will be processed as follow.
A. User will Enter Dealer code/Details and dealers details will be
available to him /her from dealer table.
◦ Dealer code
◦ Dealer name
◦ Dealer location
◦ Dealer contact (Phone & Email)
◦ Dealer Credit Limit
15. B. Then he/she will be adding the items requirements of the
dealer or /Order details.
1 entering item code then item description and price will be
listed per unit
2 then quantity of the particular item will be added111
3 total will be calculate and displayed (qty*price)
4 Multiple items to order can be added (like a shopping cart)
5 Total will be done and displayed at end.
16. C. Confirm and submit button will be there on which
order number will be generated and will be in
status 'Placed' and confirmation should will be
there.
D. The order Summary Generated should be Printable
so that hard copy can be give to dealer also.
E. Also an email should be sent of order invoice (PDF)
should be sent via mail to stake holders with order
number.
17. Order Editing, Search, view and Print
Actor-Sales Manager(Area)/Order Management
A. Sales or Area manager can search view/edit the orders
placed in his/her area on the request of sales person of the
area only. able to view and print order summary.
B. The order management team should also able to search and
view/edit all the orders placed with system also shall be able
to re-print order summary
19. A. Warehouse Management
Actors-Store Department
1. Add/modify warehouses.
2. Specify a master warehouse for several warehouses.
3. Associate Inventory items with a warehouse and along their
availability in each warehouse.
4. Will be able to set a threshold for stock quantity against each
inventory items.
5. Will be able to know about the availability of total stock of inventory
(overall, Region wise(Master ware house+ other warehouses), on
Warehouse Basis)
6. Status of Stock for each inventory item like blocked (for a orders),
dispatched (for orders), available (for orders).
7. will be able to add/modify quantities for each inventory in a
warehouse (covered in point 3 also).
20. B. ORDER Processing (various stages) and Inventory management with
Orders and Warehouse Management.
Actors- Order Management Team
There would be various stages in which a particular order can be
a. Placed-Initial (covered in Phase I)- Received
b. Confirmed (When it can be fulfilled and ready to be delivered) -
Ready
c. Dispatched (shipment of order is done to the dealer) -In Progress
d. Delivered (order is delivered dealer and acknowledgment is
received)- completed
e. Cancelled (if order is cancelled due to any reason)-Cancel-Reason
Note : Cancellation of Order can be a complex process also.-Phase
3-Finance Related.
21. 1. The ordered items quantity of an will be checked with the
warehouse quantities (of Dealer Location) if yes then it will be
'confirmed' and dispatched date will be set.
2. if not available then will be looked if (mother ware house + stocks
of location can fulfill order or not)-if yes then it will be 'confirmed'
and dispatched date will be set.
3. if not from point 2 then order will be cancelled (due not availability
of stock)
Note :Depending on order it can be looked for all the available warehouses for
its fulfillment. for point 1 and 2 the stock statuses of involved warehouses
inventory items should be updated accordingly.
4. When the Order is Ready to be dispatched then a day before
shipment details will be added and actual shipment is done then
order status will be 'Dispatched' and stock status will be updated.
5. When the shipment is delivered to customer and acknowledgement
is received from then the order status will be 'Completed‘ as it will
be completed in its true sense.
22. Actors -Finance Team
1. Finance team should be able to pull up data
of all completed orders along with value in
EXCEL/CSV format.
2. Should be able to View Ware house stock
status.
3. Can also view order summary each
completed order.
