The document outlines requirements for a mobile phone configuration and commerce system including:
1. Allowing users to select mobile phones and accessories, configure products, add them to quotes, and see pricing updates.
2. Sending quotes for approval if discounts exceed thresholds, and allowing tracking of quote status.
3. Automatically generating and sending approval emails with customer and quote details, and proposal documents with cover pages, contents, customer, and quote information for customers.
1. Project 1 - Mobile Phones Use cases
CONFIGURATION ::
Should provide option to select different Mobile Phones and its accessories. Sample Product Structure
is attached here.
Electronics.xlsx
COMMERCE ::
1. User should be able to create quote and input the customer details, address, Contact Email Address.
2. User should be able to configure the product and add to the quote
3. Based on the selection of the product attributes, price needs to be populated in the configuration
4. User should be able to apply the discounts at Line level and also at Deal level.
5. Final price after discount needs to be shown against each line.
6. User should be able to see overall quote value of all the products selected in quote
7. Default delivery period should be populated against each product selected and should be shown
against each product in commerce.
8. User should not be able to generate the quote till internal approvals are completed.
9. Quote should be read only for sales user when it is send for approvals.
10. User should not be able to do any changes in configuration and pricing once quote is approved.
11. User should be able to create new version.
12. User should be able to track the status of the quote. i.e., Status should be populated based on the
quote progress.
APPROVAL FLOW ::
1. System should send the transaction for approval if the discount limit exceeds. Refer below approval
matrix:
Conditions Approval Bucket Comments
Discount (%) > 15 or
Margin <40%
Manager
Discount (%) >= 25 or
Margin <25%
SVP
Email::
1. An email should be triggered to respective approver, in case any approvals are needed. Below
details should be included:
a) Customer details
b) Transaction details along with Total Contract Value
2. c) Product/TransactionLine Details along with Prices
Proposal::
a) Proposal Document should be generated from the system and user should get provision to
share with customer. Proposal document should contain below details
I. Cover Page and Logo
II. Table of contents
III. Customer details
IV. Transaction details along with Total Contract Value
V. Product/TransactionLine Details along with Prices
VI. Terms and Conditions
REPORTING MANAGER ::
Create a dashboard with the mentioned information Transaction Number, Owner, Status, Total
Contract Value, Product Details.