Feature Request Example

Owned by Barry Carr
Last updated: Jun 19, 2023
4 min read

Name of Feature: Pricing Estimation Tool

Description of Feature: Pricing estimation tool that automatically calculates cost and suggested customer product pricing. Provide an efficient way of calculating the cost of a product as well as providing a suggested retail price in real time, which can be emailed to the client and/or immediately converted into an order. Estimating tool should be able to:

  • Provide on the fly estimating

  • Provide integrated way to apply discounts to the estimate (prior to making available to the customer)

  • Email client a notification that their quote is ready to be reviewed (which can be converted to an order)

  • Bypass quote creation process and immediately create a custom order

Scope

  1. Option/Values Examples

    1. Option: Quantity

      1. Values: [Quantity Range Values] - Input box for quantity, where base cost per piece pricing will be based on specific range. Quantity discounts will be implemented based on this.

        For instance:

        -Values: 1 ($0.00), 100 ($0.05), 1000 ($0.04), 5000 ($0.03), 10000 ($0.02), 50000 ($0.01).
        -Each value will have a base cost per piece price;
        -In this case minimum and maximum quantity is 1 and 50000;
        -If user enters quantity 1250, that will fall between 1000 and 5000 range, meaning 5000 Quantity cost per piece will be applied (5000*0.03 = $150);
        -Custom quantity rounding direction can be controlled via the admin settings

    2. Option: Design

      1. Values: None, 15 Minutes, 30 Minutes, 45 Minutes, 60 Minutes

    3. Option: Cutting

      1. Values: No, Yes

Workflow

  1. Administrator logs into admin section and clicks button “New Estimate” - estimation tool is opened {unsure of exact button placement at moment}

  2. Customer

    1. Ability for administrator to search for existing customer (auto-suggest dropdown)

    2. Ability for administrator to create a new customer

  3. Choose Category (if implemented per category options/values/prices)

  4. Choosing from a list of all dynamically available Options and Values in base product

    1. For speed and UX the administrator will be able to create option values “on the fly” vs editing the base product.
      If using a hub owned product the admin will have the option to add values by duplicate the product via the estimating tool or adding the value to the quote for one-time use

    2. Additional quantities with cost and suggested pricing will have a checkbox that will allow the administrator to create multiple quotes “on the fly”

    3. Once the quote has been fulfilled the end user will have the ability to choose other quantities by converted other quotes that were created.

  5. Automatically calculated Cost and Suggested Retail price at bottom of page

    1. Editable Final Price input box prefilled with Suggested Retail Price. Administrator able to override calculated price

    2. Editable discount input box prefilled with 0%. User can adjust discount or final price and they are cross responsive.

  6. Submission of estimate

    1. There will be 2 submit buttons:

      1. Create Quote (has multiple choices)

        1. Save and Review

          1. A Quote with status “In Progress” is created (email is not sent to customer). Administrator is redirected to Quote View page

          2. Once everything has been verified with the Quote, administrator updates the Quote status to “Ready To Order” triggering an email to the customer

        2. Save and Mark as Completed

          1. A Quote with status “Ready To Order” is created and emailed to customer. Administrator is redirected to Quote View page

        3. Save and Create Another Estimate

          1. A Quote with status “In Progress” is created (email is not sent to customer) and administrator is redirected back to the estimator. The same contact is selected, and admin now has the ability to create a new estimate and attach to existing quote or create a new quote/separate quote from the previous one.

          2. Once everything has been verified with the Quote, administrator updates the Quote status to “Ready To Order” triggering an email to the customer

      2. Create Order (has multiple choices)

        1. Save and Notify Customer

          1. Administrator is redirected to Job Detail page

        2. Save Only (Do Not Notify Customer)

          1. Administrator is redirected to Job Detail page


Ways to invoke tool

  • Log into Admin section

  • Special link

    • Make estimation tool usable without requiring admin to enter login credentials

    • Admin places special link on their desktop that will allow them to invoke estimation tool without needing to login

Notes: