Green and Linked = complete
Black = planned
Italic = organization header
Gray = low priority

Active

• Sales
  • View Orders (Move to Reports > Sales)
  • Manage Tax Rates (Move to Configuration)
• Categories (Move to Products > Website Categories)
• Products
• Manage Products
• Product Questions (Home link, Products >, Kayako post, and some tweaks, ability to have non posting section of reply for example and link to customer history)
• Users
  • Manage Users (Customers, then have Staff, through a check box?, in Setup > Staff)
  • Manage User Groups (Split: Customers > Groups, Setup > Staff > Groups)
• Content / CMS Blocks
  • List View
  • Edit View
• Developer (Don't Touch) (Move to Setup > Dev Tools or just remove from navigation)
• Config
  • Shipping options

 

Planned Backend

• Home Screen
• Approvals
• Navigation flydowns & Help bar
• Purchasing (Special order handing is missing canceling)
  • Purchasing - Needed Items (Create POs)
  • Purchasing - Manage Backorders
  • Open POs (Add archive view and report stuff)
• Drop Shipping
• Receive POs [Mobile] (Receiving non-po inventory, like samples)
• Suppliers
• Shipping (Pick-Pack-Label) Process
  • Workload View (Escalated view, New products received today)
  • Pick & Double Check View Mobile Format 840x400 7" (1/2 Done)
  • Shipping - Create Label View [tablet/browser print?]
  • Re-Allocation (Allocated but not shipped. Have auto allocate button with maybe some options, so can back out, then put in on another)
• Customer Order
  • Order Search / Search & Filter Results (Dash > Advanced Search no flydown + Multi Search)
    • For Order Number (Go to the order)
    • Home customer fields
    • Home order fields
    • For LocalSKU and ItemName (Use For Standard for now)
  • Single View
    • Returns tab
  • Enter Order / Create Quote
• Customers
  • What happens if click on Customers (Same as View & Find link goes to Results)
  • Record View (mostly laid out)
    • New Customer Promotions Tab
  • Manage Groups (leave as is, we don't use and I don't see use upcoming)
  • View Customers Active Cart (for logged in customers, copy of cart page design)
  • Banning Tools (IP, email, etc)
• Quote Builder
  • List View
  • Response View
• Chargebacks/disputes
  • Enter New + View Cases (to make sure we respond and flag customer, enter the one, have history for profiles, etc)
  • Record View (in same file as above)
• Reports
  • Selection Screen (below screens in this file)
    • Shipping Cost Difference
    • Time to Ship
    • Time to Approve (for different $ amounts and fields)
    • Sales-Margins
    • Sales Tax (partly done with calculator formula)
    • Returns On Hand Value (Copy from/to returns section)
    • Sales
• Search
  • Multi Results Page
    • Skip = Order Number, PO
    • Email
    • Last Name
    • Item Name
  • Nextopia Page (Use same format for now, tab setup)
• Pricing and Weight Update
• Manage Product Images (Packing Images -> Frontend Use)
• Manage Inventory Levels
• Product Edit Page - Inventory, Purchasing & Suppliers Tab
• Returns
  • Create From Order ( a) button or tab brings up whole ui for, b) check off items, click on return/exchange, c) drag and drop down )
  • Create From Customer (jumps to order first for ease)
  • Track To Us >> Receive >> Test [Mobile?] (received with authorization, received without authorization)
  • Apply required action (refund, exchange, replace, credit -- getting details right)
  • Manage Supplier Refunds (items-to-initiate, items-to-ship, shipped-pending-money, money/credit-received-for, denied)
  • Manage sell off (returned-working-items)
  • Reports
• New Promotions (Sales/Discounts) List
  • New Promotions Record View
• New Groups List
  • New Groups Record View
• View Cart Screen (for not logged in customers)
• Feeds
  • PowerReviews feed
  • Nextopia feed
  • Google base feed
• Low Priority
  • Click away notifications, front and back
  • Charge Shipping Later
  • Improved Manage Staff (separate user/staff from customer)
  • Version Tracking
    • Overview Page
    • Product Tab
    • CMS Page Tab
    • Customer Tab (filter, for example to just discounts level or such)
• Change Prices Bulk
• Configuration/Setup
  • Options Screen for Shipping Method Settings & Requirements
  • Manage Tax Rates (Moved from Sales)

Tags

• Promotions
  • New Customer Promotions Tab
  • New Promotions (Sales/Discounts) List
    • New Promotions Record View
  • New Groups List
    • New Groups Record View

 

Planned Frontend

• New Order Status
• Quote Builder - Cart

More stuff is posted in Trac