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| The '''ZUGSEIL BEST shop''' is a multi purpose shop application with advanced features like [[Internal Shop - Shopping Purposes|shopping purpose driven assistants]] or artificial intelligence (AI) to support its users to get their job done with minimal time. | | [[File:ZUGSEIL Shop - Advanced Guided Buying.png|thumb|500x500px|ZUGSEIL Shop - Advanced Guided Buying]] |
| | The ZUGSEIL Shop is a multi purpose shop solution, which can be used as |
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| == Configurability ==
| | * IPP - Internal procurement plattform |
| The '''ZUGSEIL BEST Shop''' shop is a highly configurable application, which offers the flexibility to our customers required for delivering their individual shopping requirements to internal or external customers. The configuration is mainly done by defining shopping purposes. Depeding on its requirements each organization may have various shopping purposes, which allow in-flight configuration and simultaneous usage of the shop in different shopping purposes.
| | * B2C - Cloud sales platform to end/private customers |
| | * B2B - Cloud sales platform to end/private business customers |
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| == General user flow ==
| | It which offers a highly configurable buying process, which enables optimized user interfaces for different usage scenarios to optimize the procurement process in two main ways: |
| [[File:Inter Ordering Fundamental Process.png|thumb|342x342px|General ordering Flow in internal Shop]]
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| When the user enters the shop the fundamental flow of the shopping process is determined by the '''[[Internal Shop - Shopping Purposes|shopping purpose]],''' which the user has implicitly or explicitly selected. Depending on the settings made in the shopping purpose, the user interface of the shop is rendered depending on the [[Internal Shop - Shopping assistants|shopping assistants]] defined as part of the [[Internal Shop - Shopping Purposes|shopping purpose]].
| | * '''reducing spendings''' by reducing maveric buying |
| | * '''reducing investable time''' through inbuilt Guided Buying, Context based ordering or Equipment Management Tools. |
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| No matter which shopping purpose the user has - the fundamental process stays always the same:
| | Key technologies used to achieve these goals are [[wikipedia:Knowledge_management|knowledge management]] in combination with [[wikipedia:Artificial_intelligence|artificial intelligence (AI)]]. |
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| * In the intial '''Target Selection Phase''', the user implicitly or explicitly selects a shopping purpose.
| | == Important building blocks == |
| **Some shopping purposes are requiring a customer digital selection (Point-Of-Sales/Point of Service usage scenario)
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| **Some shopping purposes require one or multiple targets, like an employees, a workplace or a project, ... (Internal Ordering usage scenario)
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| *After the shopping purpose is selected, the '''[[ZUGSEIL BEST Shop - Product Selection Screen|product selection phase]]''' starts.
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| * After the products are selected, the user has to '''[[ZUGSEIL BEST Shop - Checkout Process|check out]] phase.'''
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| **Eventually, if the order is does not meet rules imposed by the organization, it has to enter the [[Dev:Equipment Related Clearance Process|Equipment Related Clearance Process]] process
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| ** Eventually if the internal order is associated with local stocks (e.g. org-unit local stock) '''direct handout''' might occur
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| After checkout and direct handout have been processed, the [[Internal Order|internal order]] is created. From there order is passed to [[Fulfillment|fulfillment processes]].
| | *[[Advanced guided buying tools & Ordering assistants]] - For many tasks required there exist assistants which help the user to find the desired products with less searching time |
| | *[[ZUGSEIL Shop - Integrated Knowledge Management|Integrated Knowledge Management]] - Leveraging your own organization's knowledge is key for efficient purchasing. |
| | *[[ZUGSEIL Shop - Configurability|Configurability]] - Through [[App:Shopping purpose administration|shopping purposes]] the entire shopping process can be customized to your organization's needs |
| | *[[B-Op polymorphic product model|Polymorphic product model]] - No matter how complex your products are, they can be ordered/configured through the shop |
| | *[[ZUGSEIL Shop - Extensibility|Extensibility]] - Digital procurement through a digital catalog is only one flavor of staff ordering items. There are many more processes chains, which support an optimal purchasing experience. These can be covered through extensions, like handoot at a digital service points, pickup-station integration, Ai driven category finder, ... |
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| == Phase 1: Shopping purpose selection ==
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| {{Warning|msg=Central to the entire shopping process is the initial selection of the shopping purpose.}}
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| The [[Internal Shop - Shopping Purposes|shopping purpose]] selection is the first decision to be made. There are two scenarios how the shopping purpose is selected by the user:
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| * '''Explicit Purpose Selection'''<br />When the user starts the internal ordering process, the shop shows a shopping purpose selection screen (A1) | | * |
| *'''Implicit Purpose Selection'''<br />By a link on a widget on the B-Op Synapse Desktop the shopping purpose may be preselected. The administrator defines as a setting of the widget, that it starts the shop with a static shopping purpose being preselected. This saves the user from having to select the shopping purpose each time he clicks on this icon. ''Example for such a widget on a B-Op Desktop Widget is "Place personal equipment order".''
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| == Phase 2: Target entity selection ==
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| Although the shopping assistantsare becoming active in Phase 3, some require as mandatory precursor a target entity selection. These assistants require the target selection:
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| * Personal Equipment Assistant (PEA) requires an employee to be selected
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| * Workplace Equipment Assistant (WEA) requires a workplace to be selected
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| * Task Equipment Assistant (TEA) requires a Task/Project to be selected
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| As part of ZUGSEIL BEST Assisted ordering functionality, [[Dev:ZUGSEIL BEST - Entitlements|entitlements]] can be defined, which are matched by specific algorithms to the target entity. Depending on the settings in the shopping purpose the target is identified automatically. This is checked in the decision making process B1. If the shopping target could be determined automatically, the user is automatically forwarded to the product selection screen (A5). In all other cases the user must manually define a shopping target depending on the settings in the shopping purpose. The shopping purpose has three options for target selection.
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| ===== Target Workplace selection (A2) ===== | | ==Related articles== |
| When purchasing equipment for a workplace a workplace selection screen is summoned.
| | * [[ZUGSEIL Shop - Product Roadmap|Product Roadmap]] |
| | * [[ZUGSEIL Procurement Tools]] |
| | * [[:Category:Order Types and related objects|Order types and related objects]] |
| | * [[Advanced guided buying tools & Ordering assistants]] |
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| ===== Target Person selection (A3) ===== | | == Related development articles == |
| Target person selection can have a lot of variations, which are cleared up by a couple of decisions:
| | *[[App:ZUGSEIL Shop]] |
| | | *[[App:Shopping purpose administration]] |
| # '''Same-Digital Shopping case''' vs '''Remote-Digital Shopping Case''' <br />Depending on the shopping purpose definition, the shop can persons which are requesting equipment from the local digital ('''Same-Digital Shopping Case''') and/or persons which are coming from another organization, which want to procure items from the local digital ('''Remote-Digital Shopping Case''').<br />''Example for '''Remote-Digital Shopping Case:''' A customer from a remote digital comes into a physical shop (point-of-sale) of the digital. In this case the user is the shop sales person and the shopping target is an employee of a remote digital.''
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| # '''Defining the target person'''<br />Once the organization of the origin of the target person is selected, the target person itself can be selected by the query tools defined by the source organization.<br />{{Note|text=Depending on the strictness of data protection settings of the source organization query parameters are available. Example for available query parameters are name, organizational unit, staff number, ...}}
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| # '''Defining the target person`s order base''' (optional) <br />Some shopping purposes do required an order base (example: "Entitlements"). When the target person has only one of these no selection is required. Sometimes the target person may have multiple and in this case the user will have to select the appropriate order base.
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| ===== Target Project selection (A4) =====
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| When purchasing equipment for a project, a project selection screen is summoned.
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| == Phase 3: Product selection ==
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| When defining the [[Internal Shop - Shopping Purposes|shopping purpose]] the main goal is to assist the shop user during the shopping process.
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| This can be done through selecting the appropriate UI through the '''[[Internal Shop - Shopping assistants|shopping assistant]]''' and by defining the shopping purpose to narrow down the set of available products in the shop.
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| Narrowing down products happens over:
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| # '''The base set of products: Catalog selection''' When defining the shopping purpose, the administrator must define the products catalogs from which the base set of products available in the defined shopping purpose is defined.
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| # '''Target specific product subset'''<br />After the shopping target is selected, the shopping purpose allows various rules to narrow down the set of available products to the shopping target
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| #*The shopping target may be limited to purchase products of certain classification elements (applicable in Same-Digital Shopping Scenario). ''Example: A regular employee of a police department may not purchase weapons by himself''
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| #*The shopping target may be limited by its hosting digital to a list of certain products (applicable in Remote-Digital Shopping Scenario) ''Example: A employee may only purchase shoes of the vendor shop, which he is visiting on the cost of the company he is employee of.''
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| # '''Hiding certain products'''<br />Certain shopping assistants do not make all available products visible at once, but make certain articles only available through certain actions , which might require shopping assistant specific permissions granted only to a certain group of users. As a result products are generally available to the shopping purpose, but regular users do not "reach" them. ''Example: In the Personal Equipment Assistant only the entitlement products are shown. Only users with special permissions can add additional products to the shopping target`s entitlement.''
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| == Phase 4: Checkout ==
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| As in regular shops, the user has to define how to pay and the desired delivery information. The internal ordering checkout process inside a legal person comes with special requirements, like mandatory cost center selection, multiple delivery addresses per position, position split and many more, which can be read up on the [[Dev:Internal Ordering - Checkout variations|checkout variations]] page. Using shopping assistants may also reduce the complexity of the checkout process, making internal ordering a very simple action.
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| === Check: Is Equipment Related Clearance Process applicable? ===
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| === Equipment Related Clearance Process ===
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| === Check: Is Direct Handout Applicable? ===
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| === Direct Handout from local stock ===
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| In many organizations each business unit has a small stock to fulfill the raised demand by an internal order immediately. This process is enabled, if an internal order is placed by an authorized user for accessing the local stock, when the user is ordering for himself or another person. The direct handout is integrated into the process, so that all the warehouse-fulfillment process is properly booked, but with zero additional effort by the local stock manager. This is a great timesaver and enables organization wide asset controlling. [So far most local stocks are not kept in the ERP/Financial systems and typically black holes regarding capital binding as well as stuff lying around without any control on it]
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| == Related business epics ==
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| * [[Internal Ordering]]
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| ==Contained in products==
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| * [[ZUGSEIL Equipment Shop]]
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| * [[ZUGSEIL Procurement Suite]] | |
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| [[Category:ZUGSEIL Products]] | | [[Category:ZUGSEIL Products]] |
| [[Category:Sales Features]]
| | __NOTOC__ |
