Practical information, resources, advice and guidance on starting a new business and becoming self employed.
Manage Order Phase 1 Comments
Manage Order
1) Could the link and Heading Manage Order be changed to Main Screen.
2) Could a Global Search Facility be added to the Home | Manage Order | Email Content | Settings | Change Password | Logout row so that it appears on every page (and sub page).
It would be able to search all of the Company Name:, Customer Name:, Unique Reference Number:, Order No:, and Email Address fields and would be useful.
3) Could the heading Import Company Formation Order be changed to Import Company Formation System Orders
4) Could the narrative File must be csv format with specified sample be changed to Downloaded from Control Panel Reports
5) In the Search section could the items (Unique Reference No:, Order No:, Purchase Name:, Company Name: and Email) be expanded to cover the whole of that search section.
The five search items (Order Date Start From : , Order Date Start To : , Order Date Expired From :, Order Date Expired To, and Order Type : ) currently shown on the left hand side be moved to a separate Renewals page (See point 31 below)
6) In the Search section could Purchase Name: be changed to Customer Name:
7) In the Search section could Email: be changed to Email Address:
8. Could the sequence which the items are displayed be changed so that they appear in two columns as shown below:
Company Name: Customer Name:
Unique Reference Number: Order No:
Email Address Single Date (dd/mm/yyyy) (new)
9) Could Filter and Clear Filter be changed in all cases to Search and Clear Search
10) Could the Search Button be made bigger (at least as big as the Clear Search button.
11) Could the narrative Postal Deposit Debit / Credit History be changed to Postal Deposit Account
12) Could the narrative Edit Address Details be changed to Edit Customer Details
13) Could the narrative Order Email History be changed to Email History
14) Could the key R Registered Office Service Product M Mail Forwarding Service Product C Combined Services Package Product be changed to RO Registered Office Service Product MF Mail Forwarding Service Product ROMF Combined Registered Office & Mail Forwarding Service
15) Could the column Order Date be removed and replaced with the heading Company Name which then lists the company names under it.
16) The Amount column can be removed.
17) Product should be renamed to Service
18) In the Expires column we might have a situation where a customer purchases the Registered Office service and then two months later purchases the Mail Forwarding service.
Where a customer has a registered office and a mail forwarding service purchased at different times there will be 2 expiry dates.
However when a customer has purchased both the registered office and the mail forwarding services we would want a single expiry/renewal date which calculates a new date based on when each separate service was purchased.
For example:
The customer forms a company using the Omega package on 1st January 2011 and therefore has the registered office facility from that date.
On the 14th March 2011 the customer purchases the mail forwarding service.
Taken separately, there would be 2 renewal dates of 31 December 2011 for the registered office and 13th March 2012 for the mail forwarding service.
What we want is for the system to recognise that the customer essentially has the combined service and create a new single renewal date based on the cost of each separate service and when each was purchased.
Let’s say the registered office costs £49.99 and the mail forwarding costs £160.
The calculation would therefore be:
Registered Office: Cost per day = £49.99 / 365 = 0.137
Mail Forwarding: Cost per day = £160 / 365 = 0.438
0.438 Less 0.137 = 0.301
0.301 / 0.438 = 0.687
Number of days the second service exceeds the first = 31 days in January 2012, 28 days in February 2012 and 13 days in March 2012 = 72 days
72 Days x 0.687 = 49 days.
Therefore the combined service would have a renewal day of 49 days after the first service expires i.e. 18 February 2012. This would be the date that would be displayed in the Expires column and the date used to issue renewal notices.
The above calculations would be based on the actual amounts paid as we may change the price of one or both services from time to time.
Also the amounts paid in the above example are without VAT. The calculation would be the same; it would just use the gross (actual) amounts paid.
We will make it so that the Mail Forwarding service in the Company Shop can only be purchased when a customer enters a Unique Reference Number. That will make sure that the person already has the registered office facility and that the two services go to the same account.
19) [Renewal History]
a) [Renewal History] shown under each Customer’s Name Should be renamed to [Payment History] and also shown under the Company Name.
b) On clicking on the Payment History link the page that is display is titled Payment History and the Company Name and Customer Name are displayed underneath.
c) All Service payments (including the first one) would be displayed (Postage Deposits and £2.50 payments would not be shown here)
d) Additional information to be displayed for each entry on this page would be:
• Service Purchased (Registered Office, Mail Forwarding or Combined Registered Office & Mail Forwarding)
Manage Order Phase 1 Comments
Manage Order
1) Could the link and Heading Manage Order be changed to Main Screen.
2) Could a Global Search Facility be added to the Home | Manage Order | Email Content | Settings | Change Password | Logout row so that it appears on every page (and sub page).
It would be able to search all of the Company Name:, Customer Name:, Unique Reference Number:, Order No:, and Email Address fields and would be useful.
3) Could the heading Import Company Formation Order be changed to Import Company Formation System Orders
4) Could the narrative File must be csv format with specified sample be changed to Downloaded from Control Panel Reports
5) In the Search section could the items (Unique Reference No:, Order No:, Purchase Name:, Company Name: and Email) be expanded to cover the whole of that search section.
The five search items (Order Date Start From : , Order Date Start To : , Order Date Expired From :, Order Date Expired To, and Order Type : ) currently shown on the left hand side be moved to a separate Renewals page (See point 31 below)
6) In the Search section could Purchase Name: be changed to Customer Name:
7) In the Search section could Email: be changed to Email Address:
8. Could the sequence which the items are displayed be changed so that they appear in two columns as shown below:
Company Name: Customer Name:
Unique Reference Number: Order No:
Email Address Single Date (dd/mm/yyyy) (new)
9) Could Filter and Clear Filter be changed in all cases to Search and Clear Search
10) Could the Search Button be made bigger (at least as big as the Clear Search button.
11) Could the narrative Postal Deposit Debit / Credit History be changed to Postal Deposit Account
12) Could the narrative Edit Address Details be changed to Edit Customer Details
13) Could the narrative Order Email History be changed to Email History
14) Could the key R Registered Office Service Product M Mail Forwarding Service Product C Combined Services Package Product be changed to RO Registered Office Service Product MF Mail Forwarding Service Product ROMF Combined Registered Office & Mail Forwarding Service
15) Could the column Order Date be removed and replaced with the heading Company Name which then lists the company names under it.
16) The Amount column can be removed.
17) Product should be renamed to Service
18) In the Expires column we might have a situation where a customer purchases the Registered Office service and then two months later purchases the Mail Forwarding service.
Where a customer has a registered office and a mail forwarding service purchased at different times there will be 2 expiry dates.
However when a customer has purchased both the registered office and the mail forwarding services we would want a single expiry/renewal date which calculates a new date based on when each separate service was purchased.
For example:
The customer forms a company using the Omega package on 1st January 2011 and therefore has the registered office facility from that date.
On the 14th March 2011 the customer purchases the mail forwarding service.
Taken separately, there would be 2 renewal dates of 31 December 2011 for the registered office and 13th March 2012 for the mail forwarding service.
What we want is for the system to recognise that the customer essentially has the combined service and create a new single renewal date based on the cost of each separate service and when each was purchased.
Let’s say the registered office costs £49.99 and the mail forwarding costs £160.
The calculation would therefore be:
Registered Office: Cost per day = £49.99 / 365 = 0.137
Mail Forwarding: Cost per day = £160 / 365 = 0.438
0.438 Less 0.137 = 0.301
0.301 / 0.438 = 0.687
Number of days the second service exceeds the first = 31 days in January 2012, 28 days in February 2012 and 13 days in March 2012 = 72 days
72 Days x 0.687 = 49 days.
Therefore the combined service would have a renewal day of 49 days after the first service expires i.e. 18 February 2012. This would be the date that would be displayed in the Expires column and the date used to issue renewal notices.
The above calculations would be based on the actual amounts paid as we may change the price of one or both services from time to time.
Also the amounts paid in the above example are without VAT. The calculation would be the same; it would just use the gross (actual) amounts paid.
We will make it so that the Mail Forwarding service in the Company Shop can only be purchased when a customer enters a Unique Reference Number. That will make sure that the person already has the registered office facility and that the two services go to the same account.
19) [Renewal History]
a) [Renewal History] shown under each Customer’s Name Should be renamed to [Payment History] and also shown under the Company Name.
b) On clicking on the Payment History link the page that is display is titled Payment History and the Company Name and Customer Name are displayed underneath.
c) All Service payments (including the first one) would be displayed (Postage Deposits and £2.50 payments would not be shown here)
d) Additional information to be displayed for each entry on this page would be:
• Service Purchased (Registered Office, Mail Forwarding or Combined Registered Office & Mail Forwarding)
• Order Number