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We could certainly use these...

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We could certainly use these...

Postby ds_robert » Fri Apr 26, 2013 4:02 am

Great shopping cart and, having taken a lot of time working around the different options/facilities on offer, we are impressed.

However, here is our wishlist (part 1?) for a perfect cart to fit our requirements:


On Admin ==> Reports ==> Products Purchased
A date selection range would really help us a lot here.


On Admin ==> Customers ==> Order ==> Order Update Detail
Move the "Order Update Box" to the top of the screen so we don't have to continually scroll up and down when changing the order status and then clicking on the "Save" icon. Or just have a small drop-down box at the top of the display to update the order status.


Alternatively,
On Admin ==> Customers ==> Order
Have a batch update of order status. That is, on this display, have the ability to select one or more orders and update the status of all orders selected with the click of a single tab.


On Admin ==> Customers ==> Order
A date selection range would really help us here.


On Admin ==> Customers ==> Order
The ability to select order status to limit the display to orders with the selected status.


We need the ability to obtain a printout, delimited by "date" and/or "order status" and/or "invoice number" and/or "payment method", with the following line information:
Invoice Number
Order Number
Order Date
Order Status
Payment Method
Product Value - Ex Sales Tax, Ex Shipping
Shipping Value - Ex Sales Tax
Product Sales Tax Value
Shipping Sales Tax Value
Total Sales Tax Value
Total Invoice Value

We need this to reconcile with our payment processors, bank, sales tax returns etc.


We need the ability to print address labels.
Currently, we use a printout of the customer invoice as an address label - it is folded so that only the address is uppermost and this folded sheet is then placed inside a see-through docket on the shipping package.
We need the address label and invoice, or address label/invoice combined, to print out automatically when we change the order status to shipped.
We would like the ability to format the address label/invoice to our specifications.
For the large volume of shipments that we make it is just not feasible to have to go to another menu option to print out a customer address label after changing the order status to shipped.
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Re: We could certainly use these...

Postby Brent » Fri Apr 26, 2013 6:26 am

On Admin ==> Customers ==> Order ==> Order Update Detail
Move the "Order Update Box" to the top of the screen so we don't have to continually scroll up and down when changing the order status and then clicking on the "Save" icon. Or just have a small drop-down box at the top of the display to update the order status.

The menue items at the top of the screen are common for all pages in admin, so it is difficult to move it somewhere else. We could possibly add another button to the body under the comment box.
On Admin ==> Customers ==> Order
The ability to select order status to limit the display to orders with the selected status.

You can sort the orders by status by clicking on status at the top of the column so if you where interested in, for example, pending orders, those would be listed first.
As for reports, yes we do need more, time permitting.
Address lables is a hard one to add as there are so many label sizes and formats. Most people just copy the text and past into a label template on their PC. What type of labels would you be using.
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Re: We could certainly use these...

Postby ds_robert » Fri May 03, 2013 3:07 am

Many thanks for your reply, Brent. You certainly offer the best user forum of any open source shopping cart solution !!!


1) First, I am not sure if the following is an error in the system.
On Admin ==> Customers ==> Order ==> Individual order line update
It looks to me as if the "Net Cost Shipping" field and "Cart Totals" field displayed is in error.
These fields are annotated with "*" which the display details as "Tax Included in Amount"
But the displayed values appear to be correspondingly ex-sales tax and part ex-sales tax to me

Please see attachment example01.jpg. Is this correct?


We have now looked into our requirements more thoroughly just to get clear in our minds how we are going to operate the backoffice functions of the shopping cart.


2) Regarding
Admin ==> Customers ==> Order
A date selection range would really help us here.

Being able to sort the orders by status by clicking on status at the top of the column is useful, but does not really solve a potential problem for us.

Say we had 200 orders with status pending that have been added to the database over the last 5 days. If we wished to service some orders and not others - for instance we may be out of stock for some - we will still potentially be paging display screens forward and backward and scrolling individual displays screens. A date selection would help cut down on the number of screen hopping and scrolling. A date and time selection would be even better ;)

This requirement is not a game changer for us, but it would be nice to have further flexibility on this display.


3) Regarding
We need the ability to obtain a printout, delimited by "date" and/or "order status" and/or "invoice number" and/or "payment method", with the following line information:
Invoice Number
Order Number
Order Date
Order Status
Payment Method
Product Value - Ex Sales Tax, Ex Shipping
Shipping Value - Ex Sales Tax
Product Sales Tax Value
Shipping Sales Tax Value
Total Sales Tax Value
Total Invoice Value

We need this to reconcile with our payment processors, bank, sales tax returns etc.

We are currently working on our own in-house bespoke solution for this. We feel confident with doing this as it is a straight report and there will be no need to update the database in order to achieve what we want.


4) Regarding
We need the ability to print address labels.
Currently, we use a printout of the customer invoice as an address label - it is folded so that only the address is uppermost and this folded sheet is then placed inside a see-through docket on the shipping package.
We need the address label and invoice, or address label/invoice combined, to print out automatically when we change the order status to shipped.
We would like the ability to format the address label/invoice to our specifications.
For the large volume of shipments that we make it is just not feasible to have to go to another menu option to print out a customer address label after changing the order status to shipped.

We are still looking at possible in-house solutions to this.


5) Regarding
On Admin ==> Customers ==> Order
Have a batch update of order status. That is, on this display, have the ability to select one or more orders and update the status of all orders selected with the click of a single tab.

On further investigation, this is critical to us. We really need a batch update of order status on this screen.

On this display, we really would like to see a selection box on each Order Id detail line. By checking boxes on one or more Order Id detail lines, we would then wish to select the new status from a drop down box and press an Update key which would then update the order status on all the selected orders.

If you could make this change for us, then, in return, we would be happy to share with you the code for the bespoke report detailed in (3) that we are developing.
Attachments
example01.jpg
example01.jpg (86.64 KiB) Viewed 4558 times
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Joined: Fri Mar 01, 2013 5:26 am


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