Discovery

Introduction

The project is an e-commerce enterprise portal that is used for ordering construction machinery such as skid steer loaders, excavators etc… The goal was to design the ordering flow for machinery attachments. Attachments are essentially external parts that can be attached/mounted to existing construction machines that add more functionality such as digging, drilling, and removing dirt.

The Problem

The company dealers and third-party dealers cannot easily access information regarding attachments for their machines. The dealers must call a company representative to place an order or inquire about available attachments. This process is tedious, and cumbersome and does not provide enough information about the products.

Solution Statement

Making the process of inquiring and ordering attachments for the dealers easy and independent. To achieve this, we need to add a new section to the existing e-commerce platform that focuses solely on attachments. It includes vital information such as the list of attachments available, the specifications, price, and machine compatibility.

Devices

Desktop(Web App)

Target Users

Primary - The Company Dealers

Secondary - Third Party Dealers

Understanding the users

Due to our clients being in the USA, we in India had limitations in having direct contact with the dealers (target users). Hence, we asked the project stakeholders in the USA to conduct the user interviews on our behalf. You can find the questionnaire we created for the project below.

The Company Dealer

He is a salesman at one of the Company’s machinery showrooms. He oversees the day-to-day functioning of the store such as inventory management and customer interactions

Goals

• To fulfil the customer’s purchase and inquiry requests

• To achieve the monthly sales targets

Tasks

• Managing the inventory of the store

• Placing orders for customers on the web application

• Managing order requests from Third-party dealers

Challenges

Finding it difficult and time-consuming to access information regarding machine attachments

Unable to fulfil customer or third-party dealer attachment order requests due to unavailability of stock

Third-Party Dealer

She is the manager of a Retail store that deals in construction machinery. She manages the store’s inventory, assigns tasks to the salesmen and ensures the smooth functioning of the business

Goals

• To oversee the day-to-day functioning of the dealership store

• To assist customers with product inquiries, purchases, and demonstrations

Challenges

• Finding it difficult and time-consuming to access information regarding machine attachments

• Unable to fulfil customer or third-party dealer attachment order requests due to unavailability of stock

Tasks

• Managing the inventory of the store

• Placing orders for customers on the web application

• Managing order requests from Third-party dealers

Designing the navigation

The company dealer ordering attachment products

The company dealer approving a Third Party Dealer’s order request

A Third Party Dealer submitting an attachment(s) order request

The final product

The Homepage

Product Categories List - find all the attachment categories here

Product Personalization - Including Recently viewed, and Favourites

Product List page

The Product Card - All the information regarding the attachment such as the name, category, price and specifications

Inventory management assistance

Add the product(s) to cart pop-up

To add the attachment to the cart - the dealer must select the compatible construction machine category and the total quantity of purchase

Products added to cart Snack bar

Keeping the users informed - On completing the “add to cart” step, the dealer receives a notification letting them know the product has been added to the cart

The Cart page

Customisable Tracking numbers - To track the orders the dealer can add a custom tracking number a.k.a PO# for each quantity of the order

Request ID details - In case the Company dealer is placing the order on behalf of a Third-party dealer, they can enter their Request ID here to make it easier for them to be updated regarding their order

Shipping Details page

Single or Multiple Shipping Locations - In some cases, the dealers need to ship certain quantities of the same order to multiple addresses. Hence, they have that flexibility here

The process had been made intuitive where they can simply select Add another shipping location and tag the required quantity for that location’s order

This feature also includes auto generation of tracking numbers to save time and effort

Review your Order

All Order information at once! - The Dealer can view all the order information here and select “Submit Order” if everything is in accordance

Order submission confirmation pop-up

On order submission - the dealers get a confirmation immediately letting them know that their order has been sent for approval. They can also jump to the Order History page from here itself

Order History page

Order Segregation - To make the process of tracking orders easier, the dealer can find orders according to the product type, i.e. Equipments or Attachments

Order Details page

Real-Time order status - The Order status is updated in real-time for the dealers to refer to

Individual order quantity information - The Dealer can find all the order information of a single quantity here using the tracking number generated by him during the ordering process

Order Confirmation emailer

After the order has been submitted, the company dealer receives an email letting them know that their order has been confirmed post submission