Merchandise Tracker
BOS : https://www.figma.com/file/Fr9n62hRPLnljaXrBWtOzO/BeleafOS?type=design&node-id=12911-9554&mode=design&t=u2TNvRJbpP2tS2nT-0
MOS : https://www.figma.com/file/xYlcJ9iMxydU18qGxaGHKL/MitraOS?type=design&node-id=8955-18820&mode=design&t=a11jMAphCSOpo2ho-0
Discussion with Bu @U057N1J6URM and @U05NQQL06P6
Overview
- Beleaf sells the products (CSIC) to some clients (Modern Trade) using the consignment method
- For every client, Beleaf has a daily worker (Merchandiser) to offer our products to the customer there and also do the daily monitoring for our products' stock
- The client will send to Bu Sachi and the team sales report to us for invoice bill (monthly)
Problems
- There are some gaps between the stock number and the quantity sold (from the client)
- currently, the tracking is based on sales reports from the client
- The gaps are
- Different amounts sold and actual stock
- Damaged products remain untracked
- Because of these gaps in stock, Bu Sachi can not forecast a precise amount to fulfill the demand every day
- Bu Sachi just implemented the daily report for actual stock in the client (manual)
- Cannot track whether the daily worker (merchandiser) actually visits the client for monitoring or not
Requirements
Modern Trade = Supermarket
New Role For Merchandiser (MOS)
- Create a new role for MitraOS user called “Merchandiser”
- this role can only open the new feature “Merchandise Tracker”
- other menu (Planting, etc) at MOS will be dissapear when this role login to MOS
Acceptance Criteria:
- Superadmin able to create user using new role
- Merchandiser role only see new menu according stock update/merchandise tracking
- will not see other menu other than stock update/merchandise tracking
New Role For Business Development/Sales Team (BOS)
- Create a new role for BeleafOS user Called “Sales”
Acceptance Criteria:
- Superadmin can create new user using new role
- Superadmin and Sales are able to change merchandiser mapping
- Sales only see new menu according stock update
- Sales is not able to access other menu than stock update
Merchandiser Input Activity (MOS)
- Before perform an input there are prerequisite data have to be filled
- Modern Trade
- List of modern trade assigned to them
- Product/SKU
- fetched from list of CSIC ever sold for selected modern trade
- list of the CSIC fetched from the SO (sales order) for the selected modern trade
- Date
- today’s date, cannot be changed
- MOS User (Merchandiser) can input several points
- Stock Update
- Input stock (first thing done when merchandiser visit the modern trade)
- Integer (max.5 char)
- mandatory
- Capture timestamp
- Capture location
- coordinate/location can be directly open the new tab location (From BOS)
- to check from where stock is inputted
- Initial stock only inputted once in a day
- after submitted, will replace the previous stock
- Damaged Stock
- Input damage stock amount
- Integer (max.5 char)
- mandatory
- Input reason
- Varchar (max.400 char)
- mandatory
- picture (max 3 pic @3 mb)
- after submitted, will update the previous stock (current stock reduced by amount of damage)
- Input Daily report
- Daily report mandatory for each modern trade he/she handled (not Product/SKU)
- Picture (max 3 pic @3 mb/per pic)
- Capture location
- coordinate/location can be directly open the new tab location (From BOS)
- to check from where report is submitted
Acceptance Criteria:
- as a Merchandiser(MOS), they are able to select modern trade assigned/mapped
- Able to select Product/SKU
- Able to fill the stock in bulk for each modern trade (because there is modern trade sell almost two hundred SKUs from beleaf)
- when update stock will shown a current date (not editable)
- Merchandiser is able to input stock and update it
- after input the update stock, the amount of latest stock inputted will replace the total stock
- able to upload picture
- able to upload maximum 3 pictures
- able to upload picture < 3 mb for each picture
- after upload 3 pictures will not be able to upload more pictures
- able to take picture
- able to take maximum 3 pictures
- after take 3 pictures will not be able to take more pictures
- Merchandiser is able to input damage stock anytime
- damaged stock can be inputted multiple times for same product
- multiple damaged stock from same product and modern trade also can be inputted once
- amount of damaged stock will reduce the current stock
- Merchandiser is able to input daily report for each modern trade they handle (mandatory for 1 picture)
- able to upload picture
- able to upload maximum 3 pictures
- able to upload picture < 3 mb for each picture
- after upload 3 pictures will not be able to upload more pictures
- able to take picture
- able to take maximum 3 pictures
- after take 3 pictures will not be able to take more pictures
- if merchandiser didn’t turn on the gps, the notification will come before perform any input on this page
Merchandiser Mapping (BOS)
- this feature is for limit the modern trade list appear to each MOS user (Merchandiser)
- the mapping is contains 2 parameters
- MOS User (Merchandiser role) lists
- fetched from the MOS user (Merchandiser) created
- Modern Trade List
- Fetched from
delivery_address data (on odoo) which have sales_channel = Modern Trade
- unique list
- for each MOS user (Merchandiser) can handle multiple Modern Trade
- for each modern trade can be handled by multiple merchandiser
Acceptance Criteria:
- List of merchandiser = list merchandiser at MOS user list
- List of Modern Trade = list of
delivery_address data (on odoo) which have sales_channel = Modern Trade
- Superadmin and Sales (BOS) able to modify the mapping/assignment between merchandiser and modern trade
- 1 merchandiser can handle multiple modern trade
- 1 modern trade can be handled by multiple merchandiser
- if multiple merchandiser handle 1 modern trade, stock update is based on latest input/submit
- view assigned merchandiser to particular modern trade
MOS Stock Overview
- In this menu MOS User (Merchandiser) can see the overview of product/SKU stock of the Modern Trade (where the consignment product/SKU placed) they handle
- so they can see the all the product/SKU stock without open the product/SKU one by one
- put a timestamp (last updated stock)
- put a Modern Trade and Product/SKU
- picture for each Product/SKU
- will fetch from Odoo picture
- currently the picture still empty on odoo, but please makesure once the picture is uploaded on odoo, will be fetched to BOS/MOS as well
- Activity log (per day)
- display latest activity on MOS Homepage
- Dipslay product name
- Display activity performed
- Update Stock
- Update Damage stock
- Submit daily activity report
Acceptance Criteria:
- display stock for all product/sku in each modern trade
- will display in a single page
- will make merchandiser easy to stock preview
- diplay latest activity on homepage
BeleafOS Monitoring
Acceptance Criteria:
- Superadmin and Sales able to do several things:
- view current stock, based on latest stock update and damaged stock submitted
- view daily report from merchandiser
- view the location by clicking the coordinate
- will trigger open new tab, the location where the report submitted