Order panel (Agent View)
- Kresimir Nikolic (Unlicensed)
- Marin Varvodic
The Shoppie Order Panel acts as a comprehensive dashboard for agents. Here, agents can display requested items, see order details, manage the order and calculate the cumulative total of all items. After a user finalizes their selections and submits a ticket, agents are equipped with a clear view of chosen items and control over the order.
To access this wealth of information:
Upon ticket creation, agents should locate and click on the Shoppie icon within the issue view.
This action unveils the Shoppie panel. Within it, each item listing is interactive; agents can expand them individually to gain insights into detailed product specifics.
Order statuses
In the new order panel, each item in an order can have specific statuses to track its progress. The available statuses are:
PENDING REVIEW → Initial status of an item.
ORDERED → Items that have been ordered. Quantity can no longer be changed.
DECLINED → Items that have been declined.
SHIPPED → Items that have been shipped.
COMPLETED → Items that have been delivered and the order is complete.
Order actions
Users have several actions they can perform on an order:
Edit Order: Allows users to change the quantity of items before they are approved.
Change Item Status: Users can change the status of an item to either "Ordered" or "Declined". Once an item is marked as "Ordered", the quantity can no longer be changed. Items can then move from "Ordered" to "Shipped" and finally to "Completed".
Approve order
The "Approve Order" button is used to mark the entire order as approved. This action finalizes changes in the order and enables further functionalities like generating a PDF and new order status transitions.
Generate PDF
After an order has been approved, users can generate a PDF of the order details. This PDF includes all relevant information about the order and can be saved or printed for record-keeping. The "Generate PDF" button becomes available once the order is approved.
Add to Assets
Once an order is marked as "Completed," items can be added to Assets. This allows the items to be easily integrated into Assets and assigned to users. After selecting the Object schema and Object type, the name and avatar will be populated, and all available attributes will be listed. The user can decide which information to add and which to leave empty. Typically, only the name is required to create new asset from the Jira order panel.
