Pluss Commerce

INFORMATION
1. Project Manager
2. TEAM MEMBERS
3. DESCRIPTION
4. KEY STACKHOLDERS
5. BACKGROUND
6. The purpose of Pluss Commerce is to offer live interactive point of sale, customer self service, preventive maintenance and scheduling features to our customers through a connected web interface
GOALS
1. Point of sale
2. Customer Self Service
3. Vehicle unit and Preventive service management
4. Service and unit scheduling service
5. Automated service reminder and communications platform
  1. Communicate via email
  2. Communicate via Text
REQUIREMENTS
1. BUDGET
2. PEOPLE
3. ASSETS
SCHEDULE
1. PHASE 1
  1. TOP PRIORITIES
    1. Basic Online Retail w/ Shipping
    2. Basic Customer Self service
    3. Automated reminder and marketing service
    4. Basic Unit Scheduling, PM and services
  2. MID PRIORITIES
    1. Pay Invoices on account
  3. LOW PRIORITIES
2. MILESTONE 1
3. PHASE 2
  1. TOP PRIORITIES
    1. Shipping management & printing
  2. MID PRIORITIES
    1. Tax Integrations
    2. Customer UX overhaul
    3. Parts Catalog
    4. List, select, edit shipto list
  3. LOW PRIORITIES
4. MILESTONE 2
5. PHASE 3
  1. TOP PRIORITIES
  2. MID PRIORITIES
  3. LOW PRIORITIES
6. MILESTONE 3
ACTUAL PROGRESS
1. TASKS DONE
2. TASKS CANCELED
3. TASKS DELAYED
4. TASKS ON HOLD
5. TASKS IN PROGRESS
RISK
1. RISK 1
  1. DESCRIPTION
  2. IMPACT
  3. SEVERITY
  4. PROBABILITY
  5. LIKELIHOOD OF PRIOR DETECTION
  6. MITIGATION APPROACH
  7. PROPOSED SOLUTIONS
  8. Minimize broad development and focus on minimal items required to market
2. RISK 2
  1. DESCRIPTION
  2. IMPACT
  3. SEVERITY
  4. PROBABILITY
  5. LIKELIHOOD OF PRIOR DETECTION
  6. MITIGATION APPROACH
  7. PROPOSED SOLUTIONS
Plussnet Communications Platform & API
1. Features and Functionality
  1. Completed
    1. Server platform for communications
    2. Clients can communicate with other clients
    3. Api Client & Visual Foxpro client for PTM Vision
    4. Ability for web to utilize clients for remote communications
    5. Secure remote code injection and execution
    6. Ability to call remote functions via dynamic code / pcode / uncompiled scripting
    7. API can utilize other sub-api platforms for additional communications methods
      1. REST Api
      2. Mysql database access
      3. XMPP Chat communications
      4. Twilio Text Messaging and Voice communications api
      5. EasyPost Shipping rate and label generation platform
    8. Ability to send emails
    9. Ability to send text messages
  2. In progress
  3. To Do
    1. Integrate Tax Cloud / Online Sales tax management API
2. Bugs & Issues
PlussCommerce Website
1. Features and Functionality
  1. Point of Sale / Web sales
    1. Completed
      1. View Parts online
      2. View parts in categories
      3. Seach parts and part details
      4. Shopping Cart
      5. Add parts to cart
      6. Remove items from cart
      7. Update cart quantities
      8. Checkout
      9. Pay By credit card
      10. Pay By Check
      11. Bill to Account (AR)
      12. View / Change Address & Payment Data
      13. Update address and payment data on order
      14. Select shipping method and retrieve prices for individual items
      15. Shipping handles multiples of items
      16. Send shipping data to vision
    2. In progress
    3. To Do
      1. Add Tax status for freight and rate to provider model
      2. Add navigation from completed page..to go back to shopping or to go to view closed invoices / reciepts etc.
  2. Customer Self Service
    1. Completed
      1. View Work in progress
      2. View Current items on account (AR)
      3. View account history
    2. In Progress
      1. Pay / Credit invoices and balances on account
    3. To Do
  3. Unit Tracking & Preventive Maintenance
    1. Completed
      1. View Vehicle Units
      2. View preventive services for units
      3. Print PM Service Report
      4. Create Vehicle Unit
    2. In Progress
    3. To Do
  4. Service Scheduling
    1. Completed
      1. View Services available
      2. Schedule Service
      3. Pick first day
      4. Pick another day
    2. In Progress
      1. Show Services schedule (grid)...
    3. To Do
  5. General
    1. Completed
      1. Login
      2. Login by account
      3. Login by email
      4. Create Account
    2. In Progress
    3. To Do
      1. Layout Facelift
      2. Horizontal Menu Bar
      3. Color Schemes and Additional Branding options
2. Bugs & Issues
  1. Shipping on web display does not include tax.
PTMVision
1. PlussnetAPI
  1. Features and Functionality
    1. Completed
      1. Manage parts for sale online
      2. Add parts
      3. Remove Parts
      4. Edit / Update parts
      5. Add / Remove / Change category
      6. Manage Online part categories
      7. Add Category
      8. Remove Category
      9. Update Order with Cart data
      10. Bill and Close online "new" order
      11. Manage Online Pages
      12. Manage online account settings
      13. Add / Update Logo
      14. Add /Change / Use secure password
      15. Update shipping Data on workorder
      16. Shipping shows multipliers
    2. In progress
    3. To Do
      1. When a online labor/service has an image changed/added it should update the web
2. Bugs & Issues
  1. Issue when changing images on a labor item
  2. Shipping rates missing a few pennies on grouped totals.
Service Reminder Notification System
1. Features and Functionality
  1. Completed
  2. In Progress
    1. Create windows server service framework
    2. Manage data aggrigation from PTM Vision via plussnet
  3. To Do
    1. Move through aggrigate data and fire proper events
      1. If a new reminder is due
      2. Send an email
      3. Send a Text message
    2. Create Administrative front end
    3. Create reports
    4. Send reports to customer when reminders are processed
    5. Send general report to Pluss Administrator when reminders are processed
2. Bugs & Issues