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Probable Scope of Work For B2B

The document outlines the probable scope of work for an e-commerce website, including features for products, catalog management, customer accounts, site customization, legal compliance, and administrative functions. Key features mentioned are product creation, inventory management, checkout and payment processing, tax configuration, content management, and order fulfillment through the administrator dashboard.

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Nishad Purohit
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0% found this document useful (0 votes)
26 views13 pages

Probable Scope of Work For B2B

The document outlines the probable scope of work for an e-commerce website, including features for products, catalog management, customer accounts, site customization, legal compliance, and administrative functions. Key features mentioned are product creation, inventory management, checkout and payment processing, tax configuration, content management, and order fulfillment through the administrator dashboard.

Uploaded by

Nishad Purohit
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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SCOPE OF WORK BY NISHAD PUROHIT

Probable Scope of Work for B2B, B2C


E-Commerce Website
by
Nishad Purohit
SCOPE OF WORK BY NISHAD PUROHIT

Products
Create Products

• Quickly create products


• Configure features and values
• Create packs of products
• Sell customizable goods by letting your customers upload files
• Create products with variants from a list of attributes using the combinations
generator
• Create digital products
• Attaching files or display additional information on product pages
• Set a minimal quantity to purchase for some products
• Choose which message to display for out-of-stock items
• Layered / Faceted Navigation for filtering of products
• Static Block tool to create category landing pages
• Ability to assign designs on category and product level (unique design per
• product/category)
• Configurable search with auto-suggested terms
• Recently viewed products
• Product comparisons

Product Navigation

• Create categories & subcategories

Run stock

• Track the inventory of each product


• Create suppliers and associate them with products
• Create manufacturers
• Get an overview of manufacturers and suppliers with sorting orders and filters

Product Browsing

• Add to Wishlist
• Send to a Friend with Email
• Order status and history
• Re-orders from account
• Recently ordered items
• Address Book with unlimited addresses
• Default Billing and Shipping addresses
• Wishlist with ability to add comments
• Email or Send RSS feed of Wishlist
• Newsletter Subscription management
• Product Reviews submitted
• Product Tags submitted
• Account Dashboard for overview of: recent orders, personal information, newsletter
SCOPE OF WORK BY NISHAD PUROHIT

• subscription status, primary billing address, primary shipping address, shopping cart,
• wishlist, recently ordered items, recently reviews and recent tags
• Control multiple websites and stores from one Administration Panel with ability to
share as
• much or as little information as needed
• Multi-Lingual
• Support for localization
• Support for multiple currencies
• Administration Permission System Roles and Users
• Web Services API for easy integration between Magento and any third-party
application
• Flexible tax rate management with support for US and International markets
• Fully 100% customizable design using templates
• Customer Groups
• One-Click Upgrades
• Content Management System for Informational Pages
• View, edit, create and fulfill orders from admin panel.
• Create one or multiple invoices, shipments and credit memos per order to allow for
split
• fulfillment Print invoices and packing slips
• Get an overview of manufacturers and suppliers with sorting orders and filters
SCOPE OF WORK BY NISHAD PUROHIT

Catalog Management
Catalog Browsing

• Recently compared products


• Cross-sells, Up-sells and Related Items
• Popular Search Terms Cloud
• Filter by Product Tags
• Product Reviews
• Product listing in grid or list format
• Breadcrumbs
• Inventory Management with Backordered items, Minimum and Maximum quantities
• Batch Import and Export of catalog
• Batch Updates to products in admin panel
• Simple, Configurable (e.g. size, color, etc.), Bundled and Grouped Products
• Virtual Products
• Customer Personalized Products - upload text for embroidery, monogramming, etc.
• Tax Rates per location, customer group and product type
• Attribute Sets for quick product creation of different item types
• Create Store-specific attributes on the fly
• Media Manager with automatic image resizing and watermarking
• Advanced Pricing Rules and support for Special Prices (see marketing tools)
• Search Results rewrites and redirects
• Approve, Edit and Delete Product Tags
• Approve, Edit and Delete Product Reviews
• RSS feed for Low Inventory Alerts
• Multiple Images Per Product
• Product Image Zoom-in Capability
• Product Reviews
• Related Products
• Stock Availability
• Multi-Tier Pricing Upsell
• Product Option Selection
• Grouped Products View
SCOPE OF WORK BY NISHAD PUROHIT

Customer Accounts
Site Management

Order Management

• Call Center (phone) order creation


• Includes ability to create new customer, or select existing customer and view
shopping cart,
• wishlist, last ordered items, and compared products list, as well as select addresses,
give
• discounts and assign custom prices
• Create re-orders for customers from administration panel.
• Email Notifications of Orders
• RSS feed of New Orders
• Integrated for real-time shipping rates from:
• UPS, UPS XML (account rates), FedEx (account rates), USPS and DHL
• Shipping to multiple addresses in one order
• On-site order tracking from customer accounts
• Multiple shipments per order
• Ability to specify allowed destination countries per method
• Flat rate shipping per order
• Flat rate shipping per item
• Free Shipping
• Table rates for weight and destination
• Table rates for product sub-totals and destination
• Table rates for number of items and destination
• One-Page Checkout
• SSL security support for orders on both front-end and back-end
• Shipping to multiple addresses in one order
• Checkout without account/Guest Checkout
• Shopping Cart with tax and shipping estimates
• Checkout with account to use address book
• Option to create account at beginning of checkout
• Accept gift messages per order and per item
• Saved Shopping Carts with configurable expiration time

Login: Customer can login to the portal after successful registration.

Shipping

Checkout

Payment Gateway

• UPI
• Bank
• Credit/Debit Cards etc…
SCOPE OF WORK BY NISHAD PUROHIT

Customize your Store


Configure Your Store

• Offers payment methods


• Configure the shipping methods
• Run geographical delivery zones and apply shipping carriers
• Determine the pricing of the offered shipping methods
• Define the maximum dimension of the packages
• Enable SSL
• Set the shop as a catalog

Content & Navigation

• Configure the display of the products


• Organize your products in your store
• Configure filters, sort order and pagination of products
• Configure your internal search engine
• Display results with the main information about the products listed
• Use different display modes or layered navigation
• Add a product search box in your 404 pages
• Inform your customers about your store
• Display your physical stores on a google map

Checkout

• Configure the one page checkout


• Display a summary page before the customer validate the cart
• Display & allow your customer to navigate in the checkout process
• Allow your customers to quickly create an account
• Let your customer choose the addresses select shipping & payment methods
• Add a reinsurance text block
• Let customers validate their orders
• Display a confirmation page with related details
SCOPE OF WORK BY NISHAD PUROHIT

Legal
Comply to laws

• Create CMS pages or blocks focused on legal information


• Display legal contents on the specific & appropriate pages
• Make your checkout process compliant with the European (German) laws (if we work
internationally)
• Comply with the European laws by displaying information about the shipping
information and prices (if we work internationally)
• Apply the revocation terms
• Exclude digital goods from the returnable items
• Set Ecotax

Run Taxes

• Configure taxes depending on the locations


• Apply tax to the shipping and wrapping fee
• Display taxes for US customers
SCOPE OF WORK BY NISHAD PUROHIT

Admin Functionalities
Admin module

• Admin Log in: Admin log in using Secure User ID and Password
• Admin Dashboard: Admin use dashboard to manage the website from User
Management, Product Management to generation of Reports.
• Content Management System: CMS is a computer program that allows publishing,
editing and modifying content as well as maintenance from a central interface without
the knowledge of programming. It typically makes use of a WYSIWYG (What you
see is what you get) editor where you page content as you would write in a Word
document.
• Manage CMS pages:
• Manage the following CMS pages:
• Terms & Conditions
• Privacy Policy
• Contact details & location of business owner
• Listing of customer service email and phone number
• Refund policy
• Shipping policy

Manage Product/ Accessories:

• Admin can add/Update/delete product.


• Product Need to be tagged with Product Category, Type, etc.
• Different Product Data Attribute (Will decide later in detail)

Bulk Upload: Admin can upload bulk product using a CSV product uploader.

Order Management:

Order management is the administration of business processes related to orders for Products.
The term Order Management refers to the set of actions that a retailer / merchant needs to
perform to deliver the goods that a customer has ordered.

• Get notified about new orders in the Order Management Page.


• Admin can click on respective orders to find their details.
• Admin Pick product from their warehouse and ship it to the customer.
• Admin can send an email notification to the customer that the order is on its way.
• Site owner can generate multiple invoices for orders from the admin.
• Print invoices, packing slips and shipping labels: Site owner can print invoices,
packing slips and shipping labels.
• Track Order: Admin can also tract the order along with the customer order
SCOPE OF WORK BY NISHAD PUROHIT

Stock Management:

• Stock management is about specifying the size of the goods that a store has in stock.
Store owner can manipulate stock from the administrator panel.

Coupon Management:
• Admin need to set the discount coupon code.
• Admin need to decide the total no of usage of the code by each user.
• Admin also need to decide the total usage of the coupons.
• Admin need to select the validity start and end date of a coupon.

Customers Management:

• Search and sort to easily find customers by first name and last name.
• Manage customer accounts.
• View customer details and previous orders.
• Add private comments to a customer.
• Delete customer accounts.
• Reset customer passwords.
• Export customers to Excel.

Reporting: Admin access the following reports through the Admin:

• Sales report
• Best purchased products report
• Stock report
SCOPE OF WORK BY NISHAD PUROHIT

Market your Store


Create Special Offers

• Configure coupons
• Choose the discount mode
• Create price rules
• Make special offers on various basis: products, customer or on order
• Offers free shipping

Highlight your Products

• Display complete product page with call to action buttons, cross-selling and
promotional content
• Suggest products to your customers
• Promote specific products
• Use slider to promote products
• Let customers add gift wrapping

Reinsure Customers

• Display payment logos to reinsure

Increase Engagement

• Reduce abandonment cart rate by sending emails


• Reengage customers by sending them an email containing viewed products
• Let customers sign in to receive back-in-stock emails

Get Traffic

• Run the SEO of my store


• Run the SEO of my product & CMS pages
• Connect your store to social networks

Advertise in your store

• Collect customers' emails


• Advertise on your store by use images or banner
• Give permissions to your affiliates
SCOPE OF WORK BY NISHAD PUROHIT

Manage Orders
Run Orders

• Get an overview of the orders


• Create orders from the admin
• Edit an order on customer request
• Create a workflow of statuses for both order & return process
• Receive notification for new orders
• Print a delivery slips in PDF

Inform Your Customer of the evolution of their orders

• Create templates of emails & send default emails


• Automatise emails sent
SCOPE OF WORK BY NISHAD PUROHIT

Run Customers
Increase loyalty

• Configure the customer account creation form


• Enable your customers to get an account on your store
• Allow your customers to run & track their orders

Run your Customer database

• Manage the addresses of your customers


• Create new customers or edit the existing ones
• Import / Exports lists of customers
• Easily find customers
• Personalize the user experience of your customers by creating customers groups

Run your Customer Service

• Access to the summary of the customer service activity


• Receive notifications
• Create an IMAP access & send the requests to the right employee
• Set default replies
• Allow your customers to process return
• Generate credit slips to refund your unsatisfied customers
• Turn any cart into order following a customer request
• Display a contact information & form with pre-defined subjects

Login: Customer can login to the portal after successful registration.


SCOPE OF WORK BY NISHAD PUROHIT

Get Insights
General

• Overview your main data, define objectives and track your progress
• Get a forecast of the main stats with filters

About Marketing Performance

• Measures the impact of promotional campaigns


• Reports about traffic
• Get insights about in-site visitor navigation
• Get data about shipping methods

About Products

• Get a full range of insights about your products


• See your most popular products and highlight them in your store
• Get an overview of your stock and stock coverage

About Sales & Customers

• Get data about sales


• Get an overview of all the carts currently opened with stats
• Segment customers to better reach them

Get Support
Get Support

• Get links to all the available documentation


• Get help with the contextual documentation
• Disabling extensions and overrides or by switching to debug mode
• Use quick access buttons
• Use shortcuts to edit your catalog

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