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4UI/UX - Continue Shopping - Will any information entered in checkout stick when user clicks Continue Shopping and then returns to checkout when they are ready?Lina/DrewThis will follow the same flow as the current checkout/quote experience. "Continue Shopping" will only be visible when a quote is in the checkout. Ideally, any entered data should stick.
5UI/UX - missing Add Notes functionLina/DrewThe feature has been added.
6UI/UX - Need to define Flip Quote to Order and add products to flipped quote processLina/DrewSame as current experience. Utilizes the same modals as well.
8UI/UX Ship To section For current http://Ferguson.com - Order Info - Order Detail section, there is a "Phone" field, do we still need it? Not found it in the new prototype.Lina/DrewThe feature has been added under "Attention To"
9UI/UX Ship To section For the saved shipping addressed, if user saved more than x shipping addresses, show scroll bar or just expand the Ship To section? And the "Add Another Address" - "Saved Address" also have this question.Lina/Drew

Shipping Address Radio Group

  • Shows up to 5 saved Shipping Addresses.
    • Sort Order:
      • the user's primary address always appears at the top and is preselected.
      • after the primary address, the list is populated by the most recently used saved addresses
    • If the user selects an address that isn't their primary address, they are shown an option to make that address their primary address
  • Add New Address Button

    • On click: Shows the "My Addresses" modal opened to the "New Address" tab.
  • View More Addresses Button

    • Shows, when the user has more than 5, saved addresses
    • On click: Shows the "My Addresses" modal opened to the "Saved Address" tab.

"My Addresses" modal

  • Saved Address
    • Search Addresses
      • only searches "all addresses"
      • results replace "recent addresses" and "all addresses"
      • functionality should match the current implementation of the locations search in the job board.
    • Recent Addresses
      • Shows the last 5 most recently used saved addresses.
      • Sort Order: Most Recent first
    • All Addresses
      • Lists all of the users saved addresses
      • Sort Order: Alphabetical by Name, then Alpha-Numeric by Address
  • New Address
    • No listed addresses, only input fields
10UI/UX Ship To section How to sort the saved shipping address? (Company shipping address/Personal shipping address)Lina/DrewAnswered in question 9
11UI/UX Ship To section - "Add Another Address" - "New Addressed" popup modal, missing Country/City/State fields.Lina/DrewZip/Postal Code Field
  • Type: phone (allows to put numbers in a non-quantitative format)

  • Default: empty

  • Field requirements: Required. Limit characters to 5 numeric digits

  • Interaction description: When the user clicks on the field and enters the 5th digit the following will occur:

    1. The City, State, and Country fields will be revealed beneath the Zip Code Field using the same style as the Zip Code Field.
      1. The system will attempt to auto-populate the City, State, and Country fields based upon the zip code
        1. Once the zip code field expands the State, City, and Country fields, they cannot be hidden. They stay visible.
12UI/UX Ship To section There is a "Company" field in "Add Another Address" - "New Addressed" form, should it move to billing address as current http://Ferguson.com?Lina/Drew

No. It was intentionally added to the New Address form.

By default, the New Payment form has "Same as shipping address" checked under "Billing Address". If the user unchecks this option, the New Address form will be inserted below the checkbox.

13UI/UX Ship To section If the current account do not support 1 Hour Pro Pick-Up, the 1 Hour Pro Pick-Up switch line should be hidden?Lina/DrewFollows the same conditions as the current Pro Pick-Up 1 hour
14UI/UX Ship To section If the 1 Hour Pro Pick-Up is not available (time is too late and is not allowed for 1 Hour Pro Pick-Up), should we disable the 1 Hour Pro Pick-Up switcher?Lina/DrewFollows the same conditions as the current Pro Pick-Up 1 hour
15UI/UX Ship To section When to show AVS (Address Validation Service) popup for shipping address?Lina/DrewShow popup if the AVS service rejects the users entered address upon submission.
16UI/UX Ship To section - How will Tax Exempt Shipping locations be identified?Lina/Drew

17UI/UX Pay Using section Whether need to show selected contract, which same as original checkout pages?Lina/DrewThe first line of the Selected Account will reflect which account, job, or contract the user has selected in their Job Board. (only show the most specific level)
18UI/UX Pay Using section Whether primary Credit Cards also need to show "PRIMARY" label, which same as the "Charge to Account" option?Lina/Drew

We are adding functionality to allow the user to make "Charge to Account" their primary payment method.

The primary label should always accompany the user's primary payment method regardless if it's COD or a Credit Account

19UI/UX Pay Using section For the saved credit cards list, if user saved more than x cards, should show scroll bar or just expand the Pay Using section?Lina/Drew

Payment Method Radio Group

  • Shows all saved Payment Methods. (no scroll bar)
  • Sort Order:
    • "Credit on Account" always appears at the top
    • The users Primary Payment method is always preselected
      • New Functionality: the user can set "Credit on Account" as their primary payment method
      • If the user has a Credit Card set as their primary payment method, it will be listed after the "Credit on Account" option
    • after the primary payment method, the list is populated by the most recently used payment methods
  • If the user selects a payment method that isn't their primary payment method, they are shown an option to make that payment method their primary one
20UI/UX Pay Using section What's the display order for the saved credit cards?Lina/DrewAnswered in question 19
21UI/UX Pay Using section For saved credit card - "My Main Card ending in 4444 - Exp 12/19", the "My Main Card" is Card Nick Name?Lina/DrewYes. If a nickname for the card doesn't exist, use "Card"
22UI/UX Pay Using section In the prototype, the last card type is "Credit", this is a new card type? Current http://Ferguson.comdo not have this one.Lina/DrewThis exists in case the user uses a non-common card type. It would show whether the card is a Credit or Debit card.
23UI/UX Add New Credit Card Missing Cart Type section.Lina/Drew

As the user enters a card number, the system will detect the type and show the logo to the right of the text field. 

https://stackoverflow.com/questions/72768/how-do-you-detect-credit-card-type-based-on-number

24UI/UX Add New Credit Card Missing Card Nick Name field.Lina/DrewWe decided to remove this from the Checkout flow to reduce distractions. The user should be able to access their added cards through their account settings and add a nickname later if they want.
25UI/UX Add New Credit Card The Name on Card is two text boxes for http://Ferguson.com, now change to just one text box?Lina/DrewYes.
26UI/UX Add New Credit Card Missing UI for "What's this used for?" popup modal for Phone field, and the Phone field need to be 4 text boxes format which same as http://Ferguson.com?Lina/Drew

 

Use a single field for the phone number. The field should know it's a phone number field and make available any phone numbers the user has saved in their browser pre-fill. Use an input mask to format the phone number. https://css-tricks.com/input-masking/

27UI/UX Add New Credit Card Missing UI for enter billing Address.Lina/Drew

Will utilize the same form as New Address:

28UI/UX Add New Credit Card The new added Credit Cards from checkout page should show at the bottom of card list in Pay Using section?Lina/DrewNewly added credit cards and shipping addresses will be listed directly beneath the user's primary selection.
29UI/UX Add New Credit Card When to show AVS popup for billing address?Lina/DrewShow popup if the AVS service rejects the users entered address upon submission.
30UI/UX Item List - What is the rule for "In Stock" text and what other messages can display here?Lina/DrewAvailability messaging has been updated to more closely reflect what is currently on the site.
31UI/UX Item List - What will product errors/warning look like? (invalid qty, Prop 65 warning, Lead Law warning)Lina/Drew

Invalid quantities will be set to valid ones upon leaving the field.

Messages which have no action the user can perform to correct (Prop 65, Lead Law), will appear as inline info messages across the bottom of the list item.

32How will we handle the errors and warnings identified in FCE-5957 - Research: Checkout Errors IN PROGRESS ?Lina/DrewFind all the error messaging styles and specifications in this link: Messaging (UI Standards)
33Missing popup modal for Notes feature, Add Notes, View/Edit NotesLina/Drew

Will use the current modal. No change - outside of scope for now. 

Daisy: Ok, thanks.

34Missing empty shipping address status for Ship To sectionLina/Drew

You can't create a T3 account without an address - Could you explain the scenario where a user wouldn't have an address?

Daisy: whether a T3 account can have empty Company Ship To in Trilogie? If yes, then the user can have empty shipping address.

35
What's rule for "Earliest Available" of Pro Pick-Up - Date Needed
Lina/Drew

Will need to be decided by the business. - the point that our team wanted to communicate was that we should be able to add some smart presets to the date selector based on the rules we have as a business and certain parameters the order is being placed in (time of day, etc.) - The current date selector live on the site defaults to the current day, which most of the time can not even be fulfilled by Ferguson.

Daisy: Billy Colonna (Deactivated) could you help to confirm this? We need to estimate the effort for this base on the business rules.

This feature is out of scope for now. We'll keep it documented in UX's recommendation, but it would require more research.

36
Need tips for "Learn More" of Charge to Account.
Lina/DrewThis has been removed.
37Need tips for "What's this" of Security Code.Lina/Drew
  • Tooltips show when the user hovers over the trigger element
  • Tooltips continue to show as long as the user hovers over the trigger element, or the tooltip itself.
    • There should be a 200ms delay before hiding the tooltip when the user is no longer hovering over the trigger element, or the tooltip itself, to account for mistaken mouse-movements.

 

38Do not have permission for inspect: 
please apply permission for Nigel Feng and Vicky Zhang. 
Lina/Drew
39Do we need to make any adjustments to the Print Version? Drew Palko Lina Angel (Deactivated)Lina/Drew

Current Print Version

Keep this the same for now. Since it is outside of the checkout flow, we would address this as needed. But there's no need in disrupting their post-checkout flow if we don't have to.

40What would happen if a customer has more than a first and last name on their card when adding a new credit card? (Ex: John Paul Doe Sr. or William B. Calhoun) How would we handle passing that info to Trilogie and could it cause any issue with validation and/or charging that card?Daisy

2 Fields Today

1 Field in New Experience

Daisy: I checked the payment integration document, there are three fields in the payload for credit card as below:

So if we change it to just one field - Name on Card, we can send it as the CardHolderName in payload, and it's string, I think it will not validate it's two/three names, just validate the length, but need web service/Trilogie to double confirm this. 

41

"Smart" Zip/Postal code field behavior for domestic vs. international shipping/billing addresses.

Our existing web services don't support the "smart" zip/postal code field for International addresses. Since ~ 99.9% of our online orders are domestic, I'd prefer not to invest in a solution that works for domestic AND international addresses. We will support that functionality for domestic addresses, but I'd like to know how you would like to handle this change in the UI. Maybe keep the country drop down with "United States" as the default?

Here are the comments from the Web Services team:

  1. The IBM datastage service that is behind the middleware AVS is capable of returning state / city only when Country and Zip code is passed in.  Please note that this is available only for North American countries (US, Canada and Mexico). I am seeing some issues with addresses in Mexico, but that’s something that we will have to work out with the data stage team.
  2. If we are going in this route, then we will have to modify middleware AVS service to accommodate this functionality. Will need to discuss with architects to see how this can be implemented.
  3. During one of my discussions with Paul , he suggested that a new address validation API might be available with the Oracle suite that Ferguson is going to use in future. I don’t have specifics of those now – both on the functionality and timelines of that being available for use.
Drew Palko Matthew Evert Lina Angel (Deactivated)

If the user fills out a Mexico zip code, and by default, the country dropdown is "United States", then the system would not retrieve a result, and the user would have to fill out the fields as they would normally (no pre-population). If it did retrieve a result in the United States, we would show it, and the user would have to change the pre-populated fields (as if they were empty - this is less than .01% of possibilities).

Billy - Okay, to confirm: if the user enters the postal code for Toronto Canada, the City/State/Country fields will appear. City and State will be blank, but Country will have United States selected like this.

42

For Pro Pick-Up saved view, is there any special for One Hour Pro Pick-Up? Such as notify it's One Hour?

https://ferguson.invisionapp.com/share/G5PCFPFVEJK#/screens/342161275

Drew Palko Lina Angel (Deactivated)Here is a mockup of a Pro Pick-Up 1-Hour summary:
https://ferguson.invisionapp.com/d/main#/console/16099642/353276845/preview
43For Pro Pick-Up - Search Locations, missing mocks for: when user entered search keyword, and there is matched location results.Drew Palko Lina Angel (Deactivated)The search functionality should be the same as the dropdowns in Job Board
44For Delivery - Search Saved Addresses, missing mocks for: when user entered search keyword, and there is matched address results.Drew Palko Lina Angel (Deactivated)The search functionality should be the same as the dropdowns in Job Board
45

Delivery - Date Needed

The  dropdown in calendar (calendar1.png) is very difficult to implement. 

Can we use the calendar plugin like calendar2.png?  In that plugin we can choose the month and year separately. (calendar3.png , calendar4.png)

And we will change the plugin style same as the mock.




Drew Palko Lina Angel (Deactivated)

As long as the style matches, I think it's okay to use the functionality of the calendar plugin.

PS - UX team is meeting with Richard and I to discuss the eBusiness strategy around Date Needed. Any updates will be mentioned here.

46

Pro Pick-Up 1 Hour

The Pro Pick-up 1 Hour "count down" clock will be implemented in the current checkout experience before the new experience is done, so we will need an example of the countdown clock in the new design. Question came up in this ticket:

  FCE-6444 - Getting issue details... STATUS

Drew Palko Lina Angel (Deactivated)https://ferguson.invisionapp.com/d/main#/console/16099642/354772670/preview
47

Delivery - Ship Complete

The Prototype shows "Ship Complete" checked by default

But the current experience has Multiple Shipments selected by default

Why was this changed? Should it be unchecked by default?

Mentioned in this ticket:
FCE-6593 - Getting issue details... STATUS

Drew Palko Lina Angel (Deactivated)

We heard from several users that they want to avoid backorders at all cost, and every single one of the users we spoke to said that availability is important to them. From these findings, our recommendation is to have it checked by default.

Billy - I'll need to confirm this change with Richard. I like your recommendation (plus, it's more cost effective for Ferguson). My concern is that it's different than what the customer is used to, and if they don't notice (or understand) it, they may unintentionally leave it as "ship complete" and not get some of the material as soon as they expected/needed it. I agree that most customers I've talked to didn't want backorders, but my hunch is that most would still rather receive some of the material and start a multi-day job, then waiting until everything is delivered. I could be wrong though.


Decision:
3/27/19 - Richard and Amy confirmed that it should be unchecked by default (Multiple Shipments) in the Delivery Tab. Pickup Complete should be checked by default in the Pick Up Tab.
Explanation:
While most customers want to avoid backorders, sometimes it's unavoidable. Most customers prefer to get part of their order when it's ready rather than waiting for everything to be ready.


Drew Palko what should it say in Summary Mode when Multiple Shipments/Pickups were selected? 

Drew - I was thinking it just wouldn't say "Ship Complete" because we don't yet know how many orders it would be or that it would even be multiple orders (because everything in the order could be available and shipped in one shipment anyway.)

48

Delivery - Phone Number for Attention To

Today the phone number and EXT are broken up in to 4 fields

The new experience, has a single field for Contact Phone

How should it behave - will it be free text or will there be some masking for phone number and EXT?

Daisy Yin (Deactivated) Jennifer Osborne Do we currently pass phone number and EXT separately to Trilogie?

Drew Palko Lina Angel (Deactivated)
  1. Field Behavior Question for UX.
    #1 Answer:
    It would depend on technical requirements. What is important to us is that the user sees one field. If, on the backend, it needs to be collected as 4 separate fields, then we would want masking to handle that.
    Drew Palko - We pass it to Trilogie as one number, but with a space to separate the EXT. Can you provide an example of what the masking would look like when the number does(n't) have an EXT?
  2. Current field functionality question for IT.

#2 Answer:

Blue color is phone number.  Ext is in orange color 7512

<?xml version="1.0" encoding="UTF-8"?><submitATGOrderRequest>

    <atgOrder custPONumber="po number - 1" atgOrderId="W102975002" custAccountId="SEATTLE" customerId="175127">

        <shipTogether>false</shipTogether>

        <taxAmount>2.63</taxAmount>

        <customerName>BEN FDC-2952</customerName>

        <orderedBy>test1 t4</orderedBy>

        <userEmail>test1@t4.com</userEmail>

        <orderSubmitDate>2019-03-25 14:13:59</orderSubmitDate>

        <orderEntryDate>2019-03-25 14:13:59</orderEntryDate>

        <orderRequiredDate>2019-03-25</orderRequiredDate>

        <shipFromWhse>3037</shipFromWhse>

        <sellWhse>3037</sellWhse>

        <jobName>job name - 1</jobName>

        <paymentOnAccount>

            <payment/>

        </paymentOnAccount>

        <shipping tax="0.0" shipViaCode="CPU" price="0.0">

            <shipTo>

                <id>CPU</id>

                <shipInstructions>instruction - 1</shipInstructions>

                <shipInstructionsPhoneNumberAreaDialing>757</shipInstructionsPhoneNumberAreaDialing>

                <shipInstructionsPhoneNumberDialNumber>9499494

7512</shipInstructionsPhoneNumberDialNumber>

            </shipTo>

        </shipping>

        <items>

            <item priceFormula="L*1.000" priceColumn="001" extendedPrice="21.96" unitPriceCode="EA" leadLawFlag="Y" promotionMultiplier="1" distributedTax="1.7568" description="ci519000002" unitPrice="21.96" netPrice="21.96" quantity="1" masterProdId="31782"/>

            <item priceFormula="L-0.837" priceColumn="001" extendedPrice="10.87" unitPriceCode="EA" leadLawFlag="Y" promotionMultiplier="5" promotionId="12050" distributedTax="0.86928" description="ci519000001" unitPrice="10.87" netPrice="10.87" quantity="1" masterProdId="31523"/>

        </items>

        <sourceSystem>B2B</sourceSystem>

        <taxCode>WA3402</taxCode>

    </atgOrder>

</submitATGOrderRequest>

49

Delivery and Pickup Instructions

We were asked to add a "warning" message under this field to make sure customers didn't enter credit card info in this field, because it happened a few times and it's a PCI compliance issue.
(ex: owner says, "Put Items X and Y on my card.")

How should we handle this?
- Add the warning? (field is hidden behind a link, so it wouldn't take up space unless opened)

Drew Palko Lina Angel (Deactivated)

Add the warning using a local info message. Refer to our messaging documentation: Local Messaging.

Note: No icon is needed for this messaging.

50

Pickup Location - Address/Phone/Store Hours

The new checkout experience shows the address for the selected pickup location

The current checkout experience shows full address, phone number and store hours for the selected location. Should we make this information available in a modal?

Or show it in the Summary Mode?

Drew Palko Lina Angel (Deactivated)

Billy Colonna (Deactivated), I will create a mockup for this, but what we decided is to hide this information behind a tooltip on the single page checkout (both when they're selecting a location and in the summary mode), and then display this information fully on the Confirmation Screen. 

Edit Mode: https://ferguson.invisionapp.com/d/main/#/console/16099642/355542056/preview

Summary Mode: https://ferguson.invisionapp.com/d/main/#/console/16099642/355542055/preview

Info will display on hover (or on tap for touch screens)

Confirmation Screen: https://ferguson.invisionapp.com/d/main/#/console/16099642/342161271/preview

51

Remove item(s) confirmation message/undo option

Can you please provide a mockup for Remove item(s) confirmation message/undo option, thanks.

This message would show for 7 seconds then automatically hide itself:
https://ferguson.invisionapp.com/d/main#/console/16099642/355560030/preview

FCE-6514 - Getting issue details... STATUS  and  FCE-6423 - Getting issue details... STATUS  have been updated to include this info. Thank you.

52

Pay Using-New Credit Card

On New Credit Card modal, some mockups says 'Use Company Address', and some 'Same as shipping address'

Is there a logic for when display 'Use Company Address' or 'Same as shipping address'?

  • If 'Same as shipping address', which shipping address should be used, primary one or recently one(used in current order)? And if it is one of all addresses(include both self-creat address and company address)?
  • If 'Use Company Address', since user may have more than one company addresses, which company address should be used, especially when primary address is not a company address.

Drew Palko

Lina Angel (Deactivated)

The one's that say "Same as shipping address" are incorrect. I went through and tried to correct them all. Let me know if you see anymore instances of "Same as shipping address" and I can fix those so that everything is accurate for the dev team!

When in doubt, reference the Checkout documentation. On line 122, you can see what led to the decision to make this change. The "Company Address" would be the address that's tied to the fields the user fills out when creating their account. Not sure what that would be in Trilogie, maybe Billy Colonna (Deactivated) could help there...

53

Order Options

Some Quotes and Drafts already have a Job Name and/or PO #. If that's the case and the required fields in the Order Option are filled, should the Order Info section be in Summary Mode or Edit mode when the user is taken to checkout?

Drew Palko

Lina Angel (Deactivated)

If all of the required fields in an edit/summary box are pre-filled, it would start in summary mode. Here's the diagram showing the logic that determines which state each edit/summary box begins in: https://zm947h.axshare.com/#g=1&p=modes
54

AVS

The new AVS shows two options:

  • Use My Address As-Is - use the address entered
  • Use This Address Instead - use the suggested address

But the current AVS ask customer to correct his address, cannot use the entered address directly


Do we need to change to allow user to use entered incorrect address directly? If so, customer will submit order with incorrect address, may cause order failed to be submitted to Trilogie.

Drew Palko

Lina Angel (Deactivated)

Billy - Users will be required to either edit their entered address or accept the recommended address from AVS.

Explanation:

I discussed this with Bianca and Amy. The AVS service matches the Address Verification rules in Trilogie. If we were to send an order with an invalid city/state/zip to Trilogie, it would fail, but not in a way where a CSR or Associate would be alerted to fix. We need to avoid this.

In response to the use case of new addresses not recognized by the AVS, users can enter anything in address line 1, 2, and 3. Amy shared an example of a customer entereing turn-by-turn directions in the first 3 address lines.

Drew Palko can the button still say "Edit My Address"? Please update that Modal mock in InVision if it's not too much effort.


Billy Colonna (Deactivated), I updated the mockup in InVision. Thanks for getting the answer to this!

55

Mockup status

There are some mockup items in invision are not approved status, are these items ready for us, or do we need them become approved?.

Drew Palko

Lina Angel (Deactivated)

Drew Palko I'm pretty sure these were all good. I did add a comment to https://ferguson.invisionapp.com/d/main/#/console/16099642/336421429/preview asking you to swap out the legal text under the quote so that it wasn't in All Caps.

Billy Colonna (Deactivated) I addressed your comment in Invision, and all mockups have been moved to approved! - Drew

Lina Angel (Deactivated) Please remind me where we landed on the New Shipping Addresses modal https://ferguson.invisionapp.com/d/main/#/console/16099642/342270082/preview
Did we agree to keep the Country always hidden until the user entered something into the zip code field? It's an edge case, but customers would not be able to change the country until they entered a zip code, which isn't called zip code in some countries. Your documentation looks like we agreed to hide it: https://zm947h.axshare.com/smart-address.html

Billy Colonna (Deactivated) When they open the New Shipping Address Modal, the only fields shown are:

  • Full Name
  • Company
  • Address
  • Zip/Postal Code

Once they enter the Zip we show the other fields and set as Default US for the Country:

  • If we find a match for City and State, we prepopulate it, if not, we show the City and State empty.

- Lina

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