Dunn Online with Web Track

As advanced as the new POS reporting feature is for our clients, we realize that it is not, at present, the contractor project management system our customers would like.

We are determined to work with our vendor to add features and upgrades to aid ease of use for the new online system and to better serve our online customers. To that end we have begun collecting suggestions from our customers and have already begun a dialogue with the vendor for requested improvements.

We also want to keep our customers informed about progress on addressing the issues raised. We will update our report with new features or upgrades and add any new issues or resolutions.

We have collected the suggestions we have so far into a survey so that our online customers can give us easy feedback on the features and upgrades they would like to see. Take Online Survey

Issue & Action Report

06-24-10

Issue: The main product index defaulted to 10 product groups out of 33 requiring the user to page through 3 pages to view them all.

Action: The default for the Product Groups Index now shows all groups.

Issue: Server Error in '/' Application. WSE065: Creation time of the timestamp is in the future.
Caused Web Track to lock out users.

Action: This appears to be fixed.

Issue: Access to the path 'C:\inetpub\wwwroot\images\products\groups\109\295.jpg' is denied.
Required user to reload page, several times, to get the desired page to display.

Action: This documented issue has been referred to the vendor.

Issue: Drop-down of product categories on the catalog page had some items that were not active when clicked.

Action: All drop-down product items now link to product group.

Issue: Quote would not show up in Account area until after Dunn Lumber had processed it.

Action: Quote now shows up in the account area as soon as it is submitted. Orders will still be considered 'requested' and won't be available until Dunn Lumber takes action on the quote/order.

Issue: User could not see nor select Will Call location while in the quote/order system.

Action: Vendor will add a menu selection to allow the customer to select a location for will call orders within a week or two.

With invaluable input from our customers and our own independent analyses, Dunn Lumber has compiled a list of recommendations to serve as a blueprint for our online presence. If there is something you would like to see but do not see it here, please take our online survey and give us your ideas.

Summary of Recommendations

• Make Product Index default page list all products, not just the first 10
  (Done).
• Make all text headers for images a link, same as the image.
• Make an option of text only for product index and detail pages.
• Upgrade search system to allow “search within results” as an option.
• Ensure that Product headers such as “All Lumber Common” are searchable or removed.
  (Done)
• Make a “Contractor” Product index that will list out the main bread-and-butter items for easy drill down to bypass the search system.
• Change shopping cart to allow a “Save as Job” or “Save as Quote” name.
• Allow any quote to be cloned easily prior to processing by Dunn.
• Allow user to add contacts and customer addresses.
• Allow user to set default store for Will Call.
• Allow user to set store for Will Call which may differ from invoice area.
  (In process)
• Allow users to “hide” quotes and invoices. This data cannot be deleted, but at least the output display might be suppressed for documents the user no longer cares to see.
• List retail and discount price in quote/cart.
• Allow credit card orders.
  (This is a feature that vendor is working on now.)
• Increase help file to show screens and details on function.
  (Done)
• Change Home to Contractor Home and make it interactive with contractor-specific information.
• Allow line by line marking as to tax status
• More explanation and warnings for the various systems at critical decision junctures.