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AgencyHandy Handbook

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Service

Service Purchase and Order

Service Purchase from service section (logged in client)

Service Purchase from Catalog

Feature: Manual Order Creation

User Roles:

PM, Super Admin, Admin, Client

1. Order Creation Fields

Name: (Mandatory) Order name.

Select Service: (Mandatory) Multiple services can be selected.

Select Client: (Mandatory) Select the client for the order.

Order Brief: (Mandatory) Brief description of the order.

Kick-off Date: (Optional) Start date for the order.

End Date: (Optional) End date for the order.

Attachments: (Optional) File attachments related to the order.

Budget: (Mandatory) Order budget.

Select PM: (Optional) Assign a Project Manager to the order.

ID: (Incremental) Auto-generated order ID.

Quantity: (Default 1) Quantity of services requested.

Status: (Mandatory) Order status with the following options:

Pending

Ongoing

In Review

Completed

Cancelled

2. Order Status

Pending: Initial status after creation.

Ongoing: After order is accepted by Super Admin or Admin.

In Review: Order under review.

Complete: Order successfully completed.

Cancelled: Order is canceled.

3. Notifications

Order Created by PM, Super Admin, Admin:

Notification to all Super Admins in the company: "Orvi created an order 'order_id' for you."

Order Created by Client:

Notification to Super Admin and Admin: "Client Facebook wants to purchase Service 1. Please review."

4. Order Acceptance and Rejection

Super Admin & Admin can Accept/Reject the Order.

Accepted Order:

Status changes to Ongoing.

Notification to client: "Orvi has accepted your order, and your order is currently ongoing."

Rejected Order:

Rejecter provides a reason for rejection.

Status remains as Pending with notification to the client: "Orvi rejects your order because the price is too high."

5. Status Management

Only PM, Super Admin, Admin can change the order status.

6. Automatic Role Assignment

The person creating the order will automatically be added to the order with their default role.

Notification example: "Orvi added you to order 1."

7. Employee Management

Super Admin, Admin, PM can add employees to an order, and the member will receive a notification.

8. Feedback and Chat

Super Admin, Admin, PM, Client can send feedback or chat within the order.

9. Discussions

Super Admin, Admin, PM can create discussions.

A default discussion is created for every new order titled after the client's name.

Additional discussions can be created by Super Admin and Admin, and team members from the order can be added.

10. Order Deletion

While deleting an order, prompt the client with a checkbox for selecting whether to delete associated tickets or invoices.

Items the user selects will be deleted.

Items the user doesn’t select will remain.

11. Editable Order Details

The following fields can be edited after order creation:

Order Details

Start/End Dates

Attachments

Notes

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