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Account Management Tool

Sales teams need a POS interface for making business happen! This CLI application allows us to manage customer accounts, make sales orders, access inventory, and schedule deliveries.

#Actors & Features

  • A Sales team member can:
    • create a sales order
    • create a new customer entry
    • schedule a sales order for delivery or pickup
    • look up inventory information <<<<<<< HEAD
    • take a credit card payment

#POS Structure Description I've conceptualized the POS as consisting of two main menus. The Main Menu contains information not specific to a given order: inventory, customer accounts, miscellaneous.
The Order Menu allows for viewing/editing one order at a time. So if you've selected a particular order in it, then when selecting a given menu option, you will typically be presented with information for that specific order, like customer info.

- record a payment made

#POS Structure Description

  • I've conceptualized the POS as consisting of two main menus.
  • The Main Menu contains information not specific to a given order: inventory, customer accounts, miscellaneous.
  • The Order Menu allows for viewing/editing one order at a time. So if you've selected a particular order in it, then when selecting a given menu option, you will typically be presented with information for that specific order, like customer info.

origin/main

Main Menu

  1. Order ---> brings you to Order Menu
  2. Inventory ---> look up products by name & size to view (quantity & soonest delivery day: ATP Date)
  3. Customer ---> look up customer info from inputting (name and/or phone # and/or address)
  4. System ---> NA
  5. Exit ---> exit program

Order Menu

  1. View Order ---> view current invoice, which combines info from Inventory, Customer, Delivery
  2. Inventory ---> look up and add products and their prices to order
  3. Customer ---> view and edit current customer info
  4. Delivery ---> view and edit delivery day for current order (at most, 30 days out)
  5. Load ---> load an existing order into the Order Menu, populating View Order, Customer, etc.
  6. New ---> reset Order Menu (wipe it) without saving, thus starting a new order <<<<<<< HEAD
  7. Exit ---> return to Main Menu =======
  8. Exit ---> return to Main Menu

origin/main