Canada Coffee Method:CRM (phase one) modifications outline

Sign up page (used by ‘new leads’ Customer application for ‘office’ purchasing

What information needs to be on this page?

A] All info as is on this form plus sign in credentials https://canadacoffee.ca/  Except the comment section

---------------------------------------------------------------------------------------------------------------------------

Once created, where will this function reside?

A]  Company file in the website WooCommerce.

---------------------------------------------------------------------------------------------------------------------------

Who will be responsible for ‘linking’ the signup page with wherever it is going to reside?

A] =========Can you do that?

---------------------------------------------------------------------------------------------------------------------------

When a ‘lead’ is transmitted to Method:CRM, what happens on the Canada Coffee side?

A]  Store in Woocommerce

---------------------------------------------------------------------------------------------------------------------------

Sign in page (once approved as an ‘office’ customer

A] Ability to sign in will require a username (Can be email address) and a password.

---------------------------------------------------------------------------------------------------------------------------

Once created, where will this function reside?

A] Business portal

---------------------------------------------------------------------------------------------------------------------------

Who will be responsible for ‘linking’ the sign in page with wherever it is going to reside?

A]  =========Can you do that?

---------------------------------------------------------------------------------------------------------------------------

Once signed in, what will the ‘office’ customer be able to see?

A] Complete account and inventory for the orders  Outstanding invoices, if any.

---------------------------------------------------------------------------------------------------------------------------

How many prior fulfilled orders.

A] SELECTION 1 month or 6 month

---------------------------------------------------------------------------------------------------------------------------

Images of inventory items to be displayed during order entry?

A] No images needed just text.

---------------------------------------------------------------------------------------------------------------------------

Include ability to limit the categories to be displayed for each customer?

A] Yes (Example) if a customer is logging in to place an order, and they have a

Keurig system in their office, we would need to remove the other types of coffee from their list.

---------------------------------------------------------------------------------------------------------------------------

Other special information?  

A] Customer / Item pricing / Delivery schedules/ Shipping cost if applicable / Regular pricing and  quantity level discounts / Specials

[YES] Creation of pricing from scratch (i.e. build each customer’s special price list by adding items and prices to a new table (file) to be created.

What price is used if the customer orders an item for which there is no special pricing?

A] Set up in QB

---------------------------------------------------------------------------------------------------------------------------

Order Entry process:

Grid with all items in a category from which multiple items may be selected to be added to the order.

All items will be entered as quantity 1.  Quantity changes may be made from order summary screen.

Ability to use a prior order as a reorder.  All items will be copied.  Item quantities may be changed from the summary screen.  Deletions may be made.

---------------------------------------------------------------------------------------------------------------------------

Integration with payment solution will hapen at time of placing the order.


Which payments options


[1] Bambora include all creditcard payments

[2] PayPal

[3] Invoice

[4] Cheque at delivery.

---------------------------------------------------------------------------------------------------------------------------

What contact is made with customer after order placement?

A] Confirmation email /Call only if needed for questions or special situations.

---------------------------------------------------------------------------------------------------------------------------