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Platr business

Product testing checklist v1.0

Date:

yyyy.mm.dd

Performed by:

<Name>

Version:

v202x.mm.dd

Status:

APPROVED | REJECTED

⁠

Icon definitions

🟠 - Perform the specified action, save, and then perform next action

🚩 - Item was not completed. Add this to the checklist item that fails the check

Account & Business creation

Create a new account or deactivate existing one

Finish setting up the account

Create a first business

Choose subscription

Go to profile page and update settings

Account details match what was provided during setup

Uploaded ID status is NOT UPLOADED

Update any input (name, last name, phone, etc.) 🟠

Upload a document 🟠

Uploaded ID status is PENDING

Update any input & upload new document

On ‘Manage subscription plan’ page, the selected subscription is ‘free plan’

On ‘Settings & preferences’ can toggle settings and have them saved even after refresh

Can read FAQ

Can send a message to Support

First and last name is pre-filled and editable

Email is pre-filled and editable

Phone is pre-filled and editable

Phone number does not include country code prefix

Message field is empty and allows to type in a message

Can view Activity log

Can deactivate account and start fresh

Can log out

Having a Google account, the user is able to sign into the application and, if the account is new, be navigated to store setup page. On that page, the user is first asked to finish setting up their account. After the account details are filled in, the user can either continue by creating their first business, or skip business setup, and select the subscription they wish to use.

When the setup is finish, the user is navigated to Lobby page, where they can either view their account details, or go to their business.

Notes:

-

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Inventory & products

When creating or editing a product, we only count as pass if the product has been saved with the exact settings that were provided. This means, after creating or editing a product, you must open the product page and confirm that everything is correct.

The following fields must always be filled:

Title

Creating Products

Product 1 - NV

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Product 2 - NV SKU STK

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Product 3 - WV1 SKU

Can add a maximum of 5 variations

Can remove first variation

Can remove middle variation

Can remove last variation

When variation is removed, the table gets updated & no pre-existing values are lost

After removing variations, can still add up to 5 variations

⁠

Product 4 - WV2

Can add two sets of variations

Table gets updated with each variation that is added

When removing variation, the table gets updated and only removes the combinations with the removed variation without resetting the prices of remaining variations

Can add up to 5 variations for the second option group

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Product 5 - WV2 STK

Can add two sets of variations

Table gets updated with each variation that is added

When removing variation, the table gets updated and only removes the combinations with the removed variation without resetting the prices of remaining variations

Can add up to 5 variations for the second option group

Can edit stock count on each variation combination

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Product 6 - NV 2 images

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Product 7 - NV 3 images

User can create a variety of products with any configuration they like. They are also able to create and edit categories. This includes being able to create a new category while they are adding new or editing existing products.

Legend:

NV - No variations

WV1 - With variations, only one option list

WV2 - With variation, two option lists

SKU - Product with SKU

STK - Product with stock count

Notes:

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Editing Products

Product 1 - NV

Update name

Change category

Update description

Update image

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Product 2 - NV SKU STK

Update name

Change category

Update description

Update SKU

Update stock count

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Product 3 - WV1 SKU

Can rename option

Can rename variation

Can remove one variation

Can add new variation

Can update variation price

Can update SKU

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Product 4 - WV2

Can remove whole variation set

Table gets updated when changes to variation or option names are performed

When removing variation, the table gets updated and only removes the combinations with the removed variation without resetting the prices of remaining variations

Can add up to 5 variations for the second option group

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Product 5 - WV2 STK

Can add two sets of variations

Table gets updated with each variation that is added

When removing variation, the table gets updated and only removes the combinations with the removed variation without resetting the prices of remaining variations

Can add up to 5 variations for the second option group

Can edit stock count on each variation combination

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Product 6 - NV 2 images 🟠

Can edit image 1

Can edit image 2

Can edit image 1 and 2

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Product 7 - NV 3 images 🟠

Can edit image 1

Can edit image 2

Can edit image 3

Can edit image 1, 2, and 3

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Pressing “Return” while editing a product shows a confirmation dialog 🟠

Pressing “Save” saves changes and returns user to Inventory page

Pressing “Discard” discards changes and returns user to Inventory page

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Can add new category by typing it in on either new product or while editing a product

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Can add Note to any product

Can edit Note on any product

User is able to modify any aspect of the product. This includes, but is not limited to, editing variations (adding/removing), or even changing the product to be without variations.

Legend:

NV - No variations

WV1 - With variations, only one option list

WV2 - With variation, two option lists

SKU - Product with SKU

STK - Product with stock count

Notes:

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Viewing and managing inventory

Can add a new category

Can rename an existing category

Confirm max length of allowed category name is 20 characters (including spaces) 🟠

12345678901234567890

Four score and seven

Can filter products by category

Can sort products

Can archive a product

Can remove product from archive

Can download barcode for product with SKU

Product without SKU has “Export Barcode” option disabled and clicking it does nothing

Product with stock count shows the amount in stock

Product without stock count does not have stock count label

If stock count is below 50, the stock count label is red

While navigating inventory, the user can see all the items in the inventory. If needed, they can sort the inventory, or use the category filter to only view items in a certain category.

Users can easily archive a product and/or remove a product from archive. Archived products will not be shown in the inventory and are only accessible via the “Archived products” screen.

Notes:

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Orders

Manual order

The manual order add depends on the inventory working correctly. This means that this check can only

Adding items to cart

Add

The user is able to add any product they have in the inventory. If the product is configured to not have stock count, the app allows unlimited amount. If, on the other hand, the product has limited stock, the maximum amount of items that can be added to the order must not exceed the stock count.

While finalizing the order, the user is able to either select an existing client from a list, or create a new client. The newly created client will be automatically saved and should be accessible in the “Existing client” setting.

Notes:

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Orders

Can see all the active orders

Can drag and drop orders to change their state

Can click on View more to get navigated to order screen

When clicking clear in the Done column, all the orders in the Done column get removed and state preserved after page refresh

Manual Add Order button navigates to Manual Add Order screen

Order History button navigates to Order History screen

The user can see all the orders at a glance with the ability to change an order state by dragging and dropping the order into the relevant column.

Helping them keep a cleaner overview, the user is able to clear all the completed orders, so the column is not always filled with order cards.

Notes:

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Order overview

Can change state of the order

Pressing Go back system navigates back to Orders screen

Can see every product in the order

If product has variations, the variations are listen alongside the name

If product has SKU, the S/N column shows the SKU for that product

The prices for products is accurate

The prices for products with variations are accurate

Can add new notes

Can view notes

Can edit existing notes

Can download invoice

Invoice contains accurate information about the order (matches what the order screen contains)

The user can see full overview of an order. Page provides some additional controls, like adding order-specific notes, downloading an invoice in PDF format, and sending an invoice to the customer’s email address.

Notes:

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Order history

Can see all the orders

By clicking on an order, system navigates to the order screen

On the order screen, it is not possible to modify any data

On the order screen, it is possible to download invoice

By clicking Return on the order screen, system navigates back to order history screen

The user can view all the orders they’ve had. By clicking on an order, they are navigated to the order page to see exactly what the order included. Even completed orders allow the user to download an invoice and send it to their client if such need arises.

Notes:

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Finance

Can see total balance of business (online + offline sales)

Can see wallet balance (online sales)

Can see cash balance (offline sales)

Can see transaction history

Can press on a specific item in transaction history table to see details

If transaction history item is for an order, can press on the order number and gets navigated to that order screen

Can add a transaction income

Can select Cash or Pay link for payment method type

Can create an income with cash

Can create an income with pay link. The pay link automatically generates right away

Can select either one-time or recurring

Can add expenditure

Only option for payment method is Cash

Can select One-time or Recurring

After refreshing the page, the transaction history table shows the manually added transactions

Can withdraw money if there was an online transaction done

The user can get a proper overview of their finances. From the general transaction history, to an actual worth of their inventory. The charts on the screen show how the numbers have changed over several months.

The user is also able to manually add transactions or withdraw money from their account, if the money was acquired via online transactions.

Notes:

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Settings

Can edit any field and save changes

Web shop tag input only allows characters from a-z, numbers, and hyphens

Web shop tag translates spaces into hyphens on the fly

The user can easily update the details for their business. This includes the name, tag, location, and any other information relating to the business.

Notes:

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