Test Cases

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Design Shed and Checkout

Note

Use case for a customer using a credit card, but we should look to include directions for a user with Salesperson permissions and note the differences. Repeat steps with instructions for alternate payment methods - check or money order, credit/check combination. Repeat steps with instructions for custom down payment amounts - check math on order values (Amount Paid, Amount Due) Mention addtional fields available to Salesperson users as opposed to customers (Payment methods, Salesperson 2)

1. • Login to Shedbuilder or create account
2. • Select Series
3. • Select Model
4. • Select Siding, Size, Height, Build Type and Roof Pitch
5. • Enter Zip Code
6. • Choose Colors/Color Scheme
7. • Add Options
8. • Select 'Save' to save the shed
9. • Select 'Checkout'
10. • Enter ‘Delivery Information’ then select 'Continue'
11. • Enter 'Promo Code' or 'Price Adjustments' here if applicable to the shed
12. • Enter ‘Billing Information’ and ‘Payment Information’ then select 'Continue'
13. • Enter ‘Contact Information’
14. • Agree to any Terms and Conditions
15. • Select ‘Pay Now’ or 'Place Order'
16. • Enter ‘Credit Card Information’ using test credit card inputs: Credit Card Input. For the check number, expiration date, name and cv any fabricated input is ok.
17. • Select ‘Place Order’
18. • Verify that Order Confirmation email has been sent to customer
19. • Verify that Work Order email has been sent to order entry (INSERT CORRECT ORDER ENTRY EMAILS HERE)
20. • Compare documentation for consistent information between the web page and the Order Admin under Shedbuilder 'Orders' (Order Confirmation, Work Order, Color Selections)
21. • Navigate to Business Central
22. • Go to the Sales Orders
23. • Locate your order. You can search for order numbers in BC. The number is on the Order Confirmation, which is in the emails and on Order Admin.
24. • Verify that the line items on the Sales Order are correct
25. • Copy the SB number of the Sales Order. In the search bar of Business Central, search for 'Production BOMs'
26. • Paste the SB number of the sales order on the Production BOMs table, and select the entry that matches.
27. • Verify that the BOMs are accurate.

Design and Create Inventory Shed

Note

Use case for a JDM Admin who is creating a request for a pre-built inventory shed. User will also update the status of the shed once it is built and designate the physical location the shed is located at. The process of updating the status is updated when the User reaches certain points in the production order process on Business Central. Order Admin will update the status as these milestones are reached.

1. • Login to Shedbuilder or create account
2. • Select Series
3. • Select Model
4. • Select Siding, Size, Height, Build Type and Roof Pitch
5. • Enter Zip Code
6. • Choose Colors/Color Scheme
7. • Add Options
8. • Select 'Save' to save the shed
9. • Select 'Inventory Order'
10. • Press ‘Submit’
11. • Press ‘Open in Admin’
12. • Select ‘Manage Images’
13. • Upload any images of the shed
14. • Select ‘Update Status’ and set to ‘Inventory’
15. • Select a 'Location' for the shed to be located at
16. • Under 'Documents' - generate a Price Tag and Financing Tag - review pricing data for consistency and accuracy. For financing tag - verify that inventory located at locations

      locations in PA will need to display a Cash Value and Financing Value note: The pricing logic is in the price sets. There are some calculations happening that might not be apparent.

17. • This will create the Inventory order for Business Central, as well as generate BOMs. At this point, BC is needed to update the order to create a production order which is necessary for Inventory Sheds to appear as available at a location.
18. • Navigate to Business Central
19. • Go to the Sales Orders
20. • Locate your order. You can search for order numbers in BC. The number is on the Order Confirmation, which is in the emails and on Order Admin.
21. • Verify that the line items on the Sales Order are correct
22. • Copy the SB number of the Sales Order. In the search bar of Business Central, search for 'Production BOMs'
23. • Paste the SB number of the sales order on the Production BOMs table, and select the entry that matches.
24. • Verify that the BOMs are accurate. If not, make adjustments. note On Dev and Staging environments, replace this step with deleting all production BOM lines. Due to it being staging, there is no actual inventory to check against and this will throw errors throughout the process.
25. • Change status of Production BOMs to 'Certified'
26. • Return to the Sales Order and set it to 'Released'
27. • Users can now create a Production Order
28. • Select Actions | Plan | Planning from the Sales Order header
29. • Select 'Create Production Order'
30. • Set Prod. Order Status to 'Released' and Order Type to 'Project Order'
31. • Navigate to the Production Order for this Sales Order. This can be done from the Sales Order by going to Order | Open Related Prod. Order, or by going to the Released Production Orders page and finding the Production Order on that list.
32. • Once the shed is complete, users can update the Production Order from here. Set the status to Finished by using Process | Change Status. New Status should be Finished, Date should be a valid Date, and Update Unit Cost should be set to 'Yes'
33. • Once this is confirmed, the Production Order will Backflush items that went into the Inventory Order. note For Dev and Staging, the backflush will not succeed. The user will have to manually delete the sales order in order to finish the inventory order and set the status to be available for sale on the Dev/Staging Structures sites.

Reserve Inventory Shed

Note

Customer use case.

1. • Login to JDM Structures or create an account on JDM Structures
2. • Select ‘Locations’
3. • Select ‘Inventory’
4. • Enter Zip Code
5. • Filter desired criteria
6. • Select ‘Details’ on desired shed
7. • Select ‘Reserve this Shed’
8. • Enter Information
9. • Select ‘Reserve Shed’
10. • Verify confirmation email was received by customer (FIND OUT WHO ELSE GETS THESE)

Checkout with Inventory Shed

Note

Salesperson using a Credit Card or Check/Money Order Repeat steps with instructions for alternate payment methods - check or money order, credit/check combination

1. • Login to Order Admin
2. • Navigate to Shedbuilder -> Inventory in the left side panel
3. • Search for a recently configured shed
4. • Select ‘View’
5. • Select ‘Checkout’
6. • Enter ‘Delivery Information’ then select 'Continue'
7. • Enter 'Promo Code' or 'Price Adjustments' here if applicable to the shed
8. • Enter ‘Billing Information’ and ‘Payment Information’
9. • Enter ‘Contact Information’
10. • Agree to any Terms and Conditions
11. • Select 'Place Order'
12. • Enter ‘Credit Card Information’ using test credit card inputs: Credit Card Input. For the check number, expiration date, name and cv any fabricated input is ok.
13. • Select 'Pay Now' or ‘Place Order’
14. • Repeat process with a different inventory shed, but with Check/Money order selected at checkout’
15. • Repeat process but with selecting a shed 3-6 months old and again with a shed that is 1-year old. Also, can repeat testing process by selecting inventory sheds of different configurations and locations.

Generate Shed Quote

Note

Use case for JDM Shedbuilder Salesperson

1. • Login to Shedbuilder or create account
2. • Select Series
3. • Select Model
4. • Select Siding, Size, Height, Build Type and Roof Pitch
5. • Enter Zip Code
6. • Choose Colors/Color Scheme
7. • Add Options
8. • Save Shed
9. • Select ‘Quote’
10. • Enter ‘Client Information’
11. • Select ‘Quote’
12. • Verify Quote exists in Order Admin. Check documentation for accuracy

Checkout with Quoted Shed

Note

Use case for a JDM Salesperson with a credit card and check/money order. Repeat steps with instructions for alternate payment methods - check or money order, credit/check combination

1. • Login to Order Admin
2. • Navigate to Shedbuilder -> Quotes in the left side panel
3. • Search for desired shed
4. • Select ‘View’
5. • Select 'Documents' then ‘Order Estimate' and save this document
6. • Select 'Shed Design' and review pricing information in pricing panel. Compare this info to the 'Order Estimate' for accuracy
7. • Select ‘Checkout’ from the Order Admin details page
8. • Enter ‘Delivery Information’ then select 'Continue'
9. • Enter 'Promo Code' or 'Price Adjustments' here if applicable to the shed
10. • Enter ‘Billing Information’ and ‘Payment Information’
11. • Enter ‘Contact Information’
12. • Agree to any Terms and Conditions
13. • Select ‘Pay Now’ or 'Place Order'
14. • Enter ‘Credit Card Information’ using test credit card inputs: Credit Card Input. For the check number, expiration date, name and cv any fabricated input is ok.
15. • Select ‘Place Order’
16. • Verify that Order Confirmation email has been sent to customer
17. • Verify that Work Order email has been sent to order entry (INSERT CORRECT ORDER ENTRY EMAILS HERE)
18. • Review Documentation for consistent information between the web page and Order Admin (Quote, Order Confirmation, Work Order, Color Document)

Customize and Checkout Outdoors Furniture Order

Note

This is as a salesperson with a credit card. Repeat steps with instructions for alternate payment methods - check or money order Repeat steps with instructions for store pickup

1. • Login to Outdoors
2. • Hover over the ‘Furntiture’ tab and Choose a ‘Product’
3. • Customize the Color
4. • Customize the Size
5. • Add desired number to cart
6. • Go to Cart
7. • Proceed to Checkout
8. • Enter Shipping info
9. • Provide test email for customer email
10. • Select ‘Pay Now’ or 'Place Order'
11. • Enter 'Credit Card Information' using test credit card inputs: Credit Card Input. For the check number, expiration date, name and cv any fabricated input is ok.
12. • Verify confirmation email was received by Salesperson and Customer
13. • Verify order has been submitted in Order Admin Outdoors Orders list view. Check order details for accuracy across documentation

Generate Outdoors Quote

Note

Use case for JDM Shedbuilder Salesperson

1. • Login to Outdoors
2. • Hover over the ‘Furntiture’ tab and Choose a ‘Product’
3. • Customize the Color
4. • Customize the Size
5. • Add desired number to cart
6. • Go to Cart
7. • Select Generate Quote
8. • Enter Customer information
9. • Review the PDF generated
10. • Login to Order Admin
11. • Navigate to Outdoors -> Quotes in the left side panel
12. • Search for desired shed
13. • Select ‘View’
14. • Select 'Documents' then ‘Order Estimate' and save this document
15. • Select Generate PDF and compare to PDF generated on JDM Outdoors

Checkout with an Outdoors Quote

Note

Use case for JDM Shedbuilder Salesperson Repeat steps with instructions for alternate payment methods - check or money order Repeat steps with instructions for store pickup

1. • Login to Order Admin
2. • Navigate to Outdoors -> Quotes in the left side panel
3. • Search for desired shed
4. • Select ‘View’
5. • Select '+ Add Quote to Order'
6. • Enter Shipping info
7. • Provide test email for customer email
8. • Select ‘Pay Now’ or 'Place Order'
9. • Enter 'Credit Card Information' using test credit card inputs: Credit Card Input. For the check number, expiration date, name and cv any fabricated input is ok.
10. • Verify confirmation email was received by Salesperson and Customer
11. • Verify order has been submitted in Order Admin Outdoors Orders list view. Check order details for accuracy across documentation

Design and Generate Quote on Bosman

Note

Use case for JDM Shedbuilder Salesperson. Bosman has no checkout process, but can generate quotes There are no entries generated on Order Admin for Bosman

1. • Login to Bosman
2. • Select Series
3. • Select Model
4. • Select Siding, Size, Height, Build Type and Roof Pitch
5. • Enter Zip Code
6. • Choose Colors/Color Scheme
7. • Add Options
8. • Select 'Save' to save the shed
9. • Select 'Quote'
10. • Enter client information
11. • Select 'Quote'
12. • Review pdf and confirmation email

Design and Generate Quote on Garagebuilder

Note

Use case for JDM Shedbuilder Salesperson. Garagebuilder has no checkout process, but can generate quotes Garagebuilder does not have models or series. Instead roof pitch replaces the models on the carousel There are no entries generated on Order Admin for Garagebuilder

1. • Login to Garagebuilder
2. • Select Roof pitch
3. • Select Siding, Size, and Height
4. • Enter Zip Code
5. • Choose Colors/Color Scheme
6. • Add Options
7. • Select 'Save' to save the garage
8. • Select 'Quote'
9. • Enter client information
10. • Select 'Quote'
11. • Review pdf and confirmation email

Design and Generate Quote on Bosman

Note

Use case for JDM Shedbuilder Salesperson. Bosman has no checkout process, but can generate quotes There are no entries generated on Order Admin for Bosman

1. • Login to Bosman
2. • Select Series
3. • Select Model
4. • Select Siding, Size, Height, Build Type and Roof Pitch
5. • Enter Zip Code
6. • Choose Colors/Color Scheme
7. • Add Options
8. • Select 'Save' to save the shed
9. • Select 'Quote'
10. • Enter client information
11. • Select 'Quote'
12. • Review pdf and confirmation email

Search for Inventory sheds and export list

Note

Use case for consumer.

1. • Go to JDM Structures Website
2. • Go to Locations>Inventory list
3. • Enter Zip code and submit, list of sheds should appear within search criteria (INSERT SEARCH CRITERIA HERE)
4. • Verify list of sheds matches search, as well as list of locations in locations pulldown
5. • Click the Export List button at the top of the inventory list
6. • Verify the PDF generates successfully and the items listed match the items displayed on the webpage
7. • Verify Selecting a shed goes to shed details page
8. • Click Reserve this shed
9. • Verify shed reservation email has been sent to appropriate recipients (INSERT RECIPIENT CRITERIA HERE)

Design Playset and Checkout

Note

Use case for a customer using a credit card, but we should look to include directions for a user with Salesperson permissions and note the differences. Repeat steps with instructions for alternate payment methods - check or money order, credit/check combination. Repeat steps with instructions for custom down payment amounts - check math on order values (Amount Paid, Amount Due) Mention addtional fields available to Salesperson users as opposed to customers (Payment methods, Salesperson 2)

1. • Login to Playsets or create account
2. • Select either Template or Blank scene
3. • Select the Build Material and Material Color from the Pallet icon in the bottom left of the screen
4. • Select the Roof type from the Pallet icon in the bottom left of the screen
5. • Select the Secondary color Pallet icon in the bottom left of the screen
6. • Select a Node on a wallface Note Nodes are the multi colored icons hovering by each wall
7. • Add Options from the bottom Carousel Note Additional Towers are listed as an option
8. • Select the Dimensions Toggle in the upper right to see the scale of the Playset
9. • Select the Double Arrow Icon on the left side to see Pricing Panel
10. • Enter Zip Code
11. • Select 'Save' to save the Playset
12. • Select 'Checkout'
13. • Enter ‘Delivery Information’ then select 'Continue'
14. • Enter 'Promo Code' or 'Price Adjustments' here if applicable to the playset
15. • Enter ‘Billing Information’ and ‘Payment Information’ then select 'Continue'
16. • Enter ‘Contact Information’
17. • Agree to any Terms and Conditions
18. • Select ‘Pay Now’ or 'Place Order'
19. • Enter ‘Credit Card Information’ using test credit card inputs: Credit Card Input. For the check number, expiration date, name and cv any fabricated input is ok.
20. • Select ‘Place Order’
21. • Verify that Order Confirmation email has been sent to customer
22. • Verify that Work Order email has been sent to order entry (INSERT CORRECT ORDER ENTRY EMAILS HERE)
23. • Compare documentation for consistent information between the web page and the Order Admin under Kidzspace 'Orders' (Order Confirmation, Work Order, Color Selections)

Design and Create Inventory Playset

Note

Use case for a JDM Admin who is creating a request for a pre-built inventory shed. User will also update the status of the shed once it is built and designate the physical location the shed is located at. The process of updating the status is updated when the User reaches certain points in the production order process on Business Central. Order Admin will update the status as these milestones are reached.

1. • Login to Playsets or create account
2. • Select either Template or Blank scene
3. • Select the Build Material and Material Color from the Pallet icon in the bottom left of the screen
4. • Select the Roof type from the Pallet icon in the bottom left of the screen
5. • Select the Secondary color Pallet icon in the bottom left of the screen
6. • Select a Node on a wallface Note Nodes are the multi colored icons hovering by each wall
7. • Add Options from the bottom Carousel Note Additional Towers are listed as an option
8. • Select 'Save' to save the shed
9. • Select 'Inventory Order'
10. • Press ‘Submit’
11. • Press ‘Open in Admin’
12. • Under 'Documents' - generate a Price Tag - review pricing data for consistency and accuracy. note: The pricing logic is in the price sets. There are some calculations happening that might not be apparent.
13. • If applicable, update the price of the Playset with adjustments

Checkout with Inventory Playset

Note

Salesperson using a Credit Card or Check/Money Order Repeat steps with instructions for alternate payment methods - check or money order, credit/check combination

1. • Login to Order Admin
2. • Navigate to Kidzspace -> Inventory in the left side panel
3. • Search for a recently configured playset
4. • Select ‘View’
5. • Select ‘Checkout’
6. • Ensure you are logged into Kidzspace
7. • Enter ‘Delivery Information’ then select 'Continue'
8. • Enter 'Promo Code' or 'Price Adjustments' here if applicable to the shed
9. • Enter ‘Billing Information’ and ‘Payment Information’
10. • Enter ‘Contact Information’
11. • Agree to any Terms and Conditions
12. • Select 'Place Order'
13. • Enter ‘Credit Card Information’ using test credit card inputs: Credit Card Input. For the check number, expiration date, name and cv any fabricated input is ok.
14. • Select 'Pay Now' or ‘Place Order’
15. • Repeat process with a different inventory shed, but with Check/Money order selected at checkout’
16. • Repeat process but with selecting a shed 3-6 months old and again with a shed that is 1-year old. Also, can repeat testing process by selecting inventory sheds of different configurations and locations.

Generate Shed Quote

Note

Use case for JDM Shedbuilder Salesperson

1. • Login to Kidzspace or create account
2. • Select either Template or Blank scene
3. • Select the Build Material and Material Color from the Pallet icon in the bottom left of the screen
4. • Select the Roof type from the Pallet icon in the bottom left of the screen
5. • Select the Secondary color Pallet icon in the bottom left of the screen
6. • Select a Node on a wallface Note Nodes are the multi colored icons hovering by each wall
7. • Add Options from the bottom Carousel Note Additional Towers are listed as an option
8. • Select ‘Quote’
9. • Enter ‘Client Information’ Delivery Information and Contact Info
10. • Select 'Submit'
11. • Verify Quote exists in Order Admin. Check documentation for accuracy

Checkout with Quoted Shed

Note

Use case for a JDM Salesperson with a credit card and check/money order. Repeat steps with instructions for alternate payment methods - check or money order, credit/check combination

1. • Login to Order Admin
2. • Navigate to Kidzspace -> Quotes in the left side panel
3. • Search for desired playset
4. • Select ‘View’
5. • Select 'Documents' then ‘Order Estimate' and save this document
6. • Select 'Playset Design' and review pricing information in pricing panel. Compare this info to the 'Order Estimate' for accuracy
7. • Select ‘Checkout’ from the Order Admin details page
8. • Ensure you are logged into Kidzspace
9. • Enter ‘Delivery Information’ then select 'Continue'
10. • Enter 'Promo Code' or 'Price Adjustments' here if applicable to the shed
11. • Enter ‘Billing Information’ and ‘Payment Information’
12. • Enter ‘Contact Information’
13. • Agree to any Terms and Conditions
14. • Select 'Place Order'
15. • Enter ‘Credit Card Information’ using test credit card inputs: Credit Card Input. For the check number, expiration date, name and cv any fabricated input is ok.
16. • Select 'Pay Now' or ‘Place Order’
17. • Repeat process with a different inventory shed, but with Check/Money order selected at checkout’
18. • Repeat process but with selecting a shed 3-6 months old and again with a shed that is 1-year old. Also, can repeat testing process by selecting inventory sheds of different configurations and locations.