Requirements - eoperez/toyoXpress GitHub Wiki

User Stories

  1. As an owner I should be able to configure my store branding, add new users, associate roles, manage payment methods and review all available reports.
  1. As store manager I should be able to manage my inventory, apply prices based, generate barcode labels, and locate any item in the store using a shelf label.
  1. As store employee I should be able to find an item to an order and complete a sales operation, including store closing.

High level requirements

  1. System must authenticate users and authorized based on: A) owner B) store manager C) store employee. Users could have more than one role.
  2. System should have a settings page to configure as minimum: languages, store branding and payment methods.
  3. Store manager must be able to manage "categories" to classify inventory items. Categories must have a name and visible id.
  4. Store manager must be able to manage
  5. Store manager must be able to manage inventory items. Items must have:
  • Number (Unique/indexed - Required)
  • Name (text - Required)
  • Description (long text)
  • Category (from categories)
  • Cost (currency - Required)
  • Price table: A) Discount % (number), B) Suggested price (currency) C) Margin (number) D) Default Price? (boolean) - only one price line can be selected as default.
  • Tax Table:

  1. Store manager should be able to import items using a tab delimited flat file like:

    NUMBER NAME DESC CAT COST

  2. Store manager should be able list all items and search by number, name or category.

  3. Store manager should be able to generate barcode label for selected item.

  4. Store employee must be able to scan or find an item using a number or name - if item has no price table it should not appear in search results

  5. Store employee should be able to select price from price list if item's price table has more than one price listed.

  • if user is also the owner, he/she should be able to edit the price for that sales instance but price can't be lower to cost at any given point.
  • Order/Sales total and taxes will be updated automatically.
  1. Store employee must be able to enter payment amount (currency) and select payment method from an option list
  • if payment method is cash it should present "amount given" and the difference between amount given and Order/Sales. Order should not be processed if the there is a negative difference.
  1. Store employee should be able to find existing orders/sales. If the order exists: he/she should be able to mark it as refundable or print the receipt again.

Use Cases

Any System User

All Users must be authenticated before seen any DMS option:

Wireframe 1 - Login / Welcome Page Login

Owner

Wireframe 2 - Management Menu Management Menu

Will have all menu options within management tab from there he/she will have access to User:

  • 0.1 Add User

Precondition: User is already logged with Owner permissions

  1. Owner clicks Users form management menu.
  2. Owner sees a list of existing users
  3. Clicks add User
  4. Owner fills all necessary data in the form.
  5. Owner clicks save
  • 0.2 Apply permissions

Precondition: User is logged and completed 1-3 from Add User workflow.

  1. From edit or add user screen, owners select one or more defined roles.
  2. Owner clicks save
  • 0.3 Edit System Settings

Precondition: User is already logged with Owner permissions

  1. Owner clicks System Settings form management menu.
  2. Owner sees all available settings in a form
  3. Owner can change or review any setting.
  4. Owner clicks save

(see wireframe 2)

Store manager

Store Manager will have access to the management from there he/she will have access to different management capabilities:

Working with Items categories:

  • 1.1 View all items categories
  • 1.2 Add a category
  • 1.3 Edit a category
  • 1.4 Delete one or more categories
  • 1.5 Find categories

Working with inventory items:

  • 2.1 View all items in inventory
  • 2.2 Import items to inventory
  • 2.3 Add an item to inventory
  • 2.4 Edit an item in inventory
  • 2.5 Delete one or more items in inventory
  • 2.6 Find items in inventory

Store Employee

Store employee will be able to perform sales, owners and store managers will also have access to POS module.

Wireframe 3 - Point Of Sales POS

  • 3.1 Find/Add items to sale
  • 3.2 Update Item Sales Price
  • 3.3 Add items to sale
  • 3.4 Payment