Order workflow changes/improvements RFC

Ordering workflow changes

We will add the following steps to the ordering workflow :

• basket creation
• basket grouping

Basket creation

After selecting a bookseller, the librarian will have a new step to enter some basket parameters :

• the basket number/name (different from the basket id: name or number given by the library)
• a note to the bookseller (to specify some info to the bookseller)
• an internal note for the library (for local use)
• the contract number, if applicable. Contracts will be a new feature. Each bookseller will be able to have one or more contracts. Each basket can have a contract (or none) attached. contracts are here mostly for stats purpose (and to be displayed on basket/order printing)

Basket grouping

After closing a basket, the library will be able to group some baskets on a single "basket group". Printing will be done on a basket group.

A system preference will let the library activate or not this feature. If not active, each basket closing will mean "create a basket group and attach the basket to this basket group".

if the basket grouping is enabled, the workflow will be : fill basket => click close basket => open popup to let the librarian attach the basket to an open basket group or create a new one (same behaviour as for lists (virtualshelves) or don't choose a basket group now => close the basket and attach it to a basket if needed

basket group screen :

• can be accessed from bookseller detail or booksellers.pl
• list existing basket group (in 2 parts : closed & open)
• in open basket group, it's possible to attach new basket (that are close and un-attached) or un attach a basket
• it's possible to close a basket group. Once closed, the only possible thing is to print the basket group. The printing can be done basket by basket, then order line by order line.