ZUGSEIL Shop
The internal shop is a service for the users of the digital to place their order inside the digital
Fundamental user flow
The internal shop is a highly customizable application, which offers the flexibility our customers require for their individual internal shopping requirements. When the user enters the shop the fundamental flow of the shopping process is determined by the 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 shopping assistants defined as part of the shopping purpose.
General flow
No matter which shopping purpose the user has - the fundamental process stays always the same:
- After the shopping purpose is selected, the product selection starts .
- After the products are selected, the user has to check out.
- Eventually, if the order is does not meet rules imposed by the organization, it has to enter the Equipment Related Clearance Process process
- Eventually if the internal order is associated with local stocks (e.g. org-unit local stock) direct handout might occur
After checkout and direct handout have been processed, the internal order is created. From there order is passed to fulfillment processes.
Entry points
The process has two entry points:
- Preselected - By a link on a B-Op Synapse Desktop the shopping purpose is preselected. This automatically triggers the Check for Target Selection Necessity
- Not Preselected - The shop is started without a preselected type. This triggers the Shopping Purpose Selection
Shopping purpose selection
When the user starts the internal ordering process, the shop shows a shopping purpose selection, if it was not predefined through the invocation (e.g. over a purpose specific link on the b-op desktop). The shopping purpose drives the entire flow of the ordering process and defines what options the user has along the flow of the order process. Shopping purposes are freely definable, but all must be associated with one type of ordering. These types of ordering are each implemented through predefined shopping assistants.
Examples for shopping purposes are "cost center order", "team leader order", "personal order", "private order", ... amongst many more. The are huge name variations depending on the customer`s naming conventions.
Check: Target Selection is neccessary?
This checks whether the shopping purpose requires a target object to be selected.
Target workspace selection
Target person selection
Target project selection
Product Selection
For the product selection the design mainly is based on applicable shopping assistant, which is defined through the shopping purpose.
process the default view is the regular product selection view, which allows to find products from the all the catalogs and put them into the shopping basket for the price which was proposed by the cheapest vendor available for this product. Typically the products are prefiltered on the permissions of the user, but depending on the purpose of the shopping process, the user may also decide to use one of the shopping assistants, which create great value to the users and the organizations.
Checkout
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 checkout variations page. Using shopping assistants may also reduce the complexity of the checkout process, making internal ordering a very simple action.
Check: Is Equipment Related Clearance Process applicable?
Equipment Related Clearance Process
Check: Is Direct Handout Applicable?
Direct Handout from local stock
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]