Answers to Questions from IT

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
    • this isn't in the Webflow prototype but can be seen in the Invision prototype: https://ferguson.invisionapp.com/d/main/#/console/16099642/342161290/preview
    • [screenshot needed]

• 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

• 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.

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.

• 2 conditions must be met for visibility:
  • The user's account must be eligible for Pro Pick-Up 1 hour
  • The Selected location must be eligible for Pro Pick-Up 1 hour
• Can be seen in the InVision prototype.
  • https://ferguson.invisionapp.com/d/main/#/console/16099642/342161290/preview

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

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
  • this isn't in the Webflow prototype but can be seen in the Invision prototype: https://ferguson.invisionapp.com/d/main/#/console/16099642/342161290/preview

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

Daisy: Ok, thanks.

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.

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.

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.

"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.

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

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.

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.)

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>

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

Note: No icon is needed for this messaging.

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

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.

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...

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)

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!

Drew Palko

Lina Angel (Deactivated)