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Order Queue Felxibility

Requested by: @urieleisen. Personas: Irene Itemsworth (Inventory Manager), Sam Scansworth (Shop Floor Worker).

Value: Expand the range of customers that can use the Procurement Workflow.

Requirements:

  • When a user scans a Kanban Card that has already been added to the Order Queue, the system should still allow adding it again (e.g., “add additional 50”) rather than blocking the action.
  • The user should be able to specify a quantity different from the card’s default reorder quantity.
  • A “strict mode” toggle on the Loop configuration could optionally restore the current one-card-one-entry behavior for customers who want it.

Derived requirements (from this analysis):

  • Add a card multiple times from the UI or by scanning.
  • Add from an Item directly (from the UI, scanning a label, or breadcrumb) — currently adding from an Item results in adding a card for that Item if one is available; this should not require a card at all.
  • Edit the quantity to add to the Order Queue, defaulting to the card quantity or reorder quantity but allowing the user to change it.

#808 — Relax conditions to advance demand in the Order Queue

Section titled “#808 — Relax conditions to advance demand in the Order Queue”

Requested by: @urieleisen. Persona: David Dealsworth (Purchasing Manager).

Value: Reduce friction (increase adoption) in Order Queue management.

Requirements:

  • Items in the Order Queue that do not have a supplier assigned should still allow the user to advance the state.
  • The system should show a notice that there is no vendor, with a clickable link in the notice that takes the user to the edit field to input a vendor.
  • Generic vendors (e.g., “supermarket” instead of “Whole Foods”) are a valid use case — the system should not force specificity when the user’s workflow does not require it.
  • A sign of failure would be users entering fake vendor data just to bypass the restriction, rather than leaving it blank.