B2B SaaS

Bulk actions in Order Management System (OMS)

Bulk actions are automated processes whereby operation and account manager teams enable complete order tasks in just a few clicks.

With the help of the right operation management tools, Bulk updates order status, and the prices of products in bulk for all locations for clients in seconds.

After the Bulk actions features were realised, teams reduced time wasted by 75%.

My Role

  • After getting the brief, I take the research and design process analysis.

  • I interviewed stakeholders and shadowed their work

  • I worked with Product Owner, Business Analyst, Front-End engineer.

  • I worked on this from inception to launch and I will also take on any future iterations.

 

Teamwork

2 - weeks

Tools

Miro | Adobe XD | Zeplin

Problem Statement

Marking orders delivered individually is not sustainable with our daily’s delivery volumes.

“Would it be possible to allow for multiple orders to be marked as 'Delivered' at a time? Marking them individually is not sustainable with the current volumes”

— Operation team

Manually update the approved product price for so many locations, which is very time-consuming.

“We have 3 actively trading SKUs for this product with 3 customers. We also have at least 3 active substitutes + a couple of inactive substitutes. We have 12 actively trading sites, and supply issues with our actively trading SKUs meaning it's possible we'll have to tap into one of our substitutes in the upcoming few days.

This means I've just had to go through 72 data points to manually update the pricing, which is obviously very time-consuming.”

— Accounts management team

Hypothesis Statement

Bulk actions feature have been developed separately.

1. Manage bulk prices on multiple locations. As an Account manager, I want to update the prices of products in bulk for all locations so that I can save time and not have to update them individually.

2. Bulk update order status. As an Ops Manager, I want to mark orders delivered once they have been shipped easily so that I don’t have to go and edit each order to deliver.

The solution

The use of Ant Design elements was helpful to put more hierarchy in the screens. Our OMS building is based on Ant Design system.

Marked Orders as 'Delivered' at one click

This bulk action allows the user to check all the orders they want to mark, and by clicking one button to change these orders status

 
 

Updating approved product price for all locations from one customer

A little bit of background. Just imagine updating one burger's price for all KFC restaurants in London manually one after one. This takes forever.

This bulk action allows the user (account manager) can bulk update the purchase price of one or several approved products of all restaurants under a customer.