User Stories
Table of Contents
- Introduction
- Purpose
- Scope
- User Stories
- Acceptance Criteria
- Definitions, Acronyms, and Abbreviations
- Appendix
- Approval
Introduction
This document provides user stories for the project "Duty Inclusive Pricing," specifically focusing on implementing modals for onboarding users, setting default invoice methods, handling user preferences, and updating internal tools.
Purpose
The purpose of this document is to capture user requirements in a simple and understandable format to guide the development of the Duty Inclusive Pricing project.
Scope
The scope of this document includes:
- Creating an onboarding modal
- Setting the default method of invoice
- Managing user preferences
- Updating internal tools
User Stories
User Story 1: Onboarding Modal
- As a: Customer
- I want to: See an onboarding modal with the same options as provided in the cart
- So that: I can make an informed selection regarding duty-inclusive pricing
Description
An onboarding modal will be created with options similar to those in the cart. This modal will contain a "learn more" link redirecting to a help page with more information on the options. Customers can close the modal without making a selection, in which case standard pricing will be displayed by default. If no selection is made, the modal will reappear on the second visit. If a selection is made, it will be reflected in the cart. If GST Business Invoice is selected while the currency is USD, a warning will display informing the customer that the currency will change to INR. The onboarding modal will appear after the flag and cookies modal and will not currently reside anywhere else on the site. Customers can change their selection only in the cart.
Acceptance Criteria
- Onboarding modal appears after the flag and cookies modal.
- Modal contains a "learn more" link redirecting to a help page.
- Customers can close the modal without making a selection.
- Standard pricing is displayed if no selection is made.
- Modal reappears on the second visit if no selection is made.
- Selection in the modal is reflected in the cart.
- Warning is displayed if GST Business Invoice is selected with USD currency.
- Customers can change their selection only in the cart.
Notes
- The onboarding modal does not live anywhere else on the site for now.
- Future phases will make the onboarding modal accessible sitewide.
User Story 2: Default Method of Invoice
- As a: Non-logged in or first-time customer
- I want to: See standard pricing as default
- So that: I can understand the default pricing method without making a selection
Description
For non-logged in or first-time customers who bypass the onboarding modal or view prices directly from a Google search, the default method of invoice will be standard invoice, displaying standard product pricing.
Acceptance Criteria
- Standard pricing is displayed for non-logged in or first-time customers.
- Standard pricing is displayed if the onboarding modal is bypassed or prices are viewed from a Google search.
Notes
- The default method of invoice ensures clarity for new or unauthenticated users.
User Story 3: Preferences
- As a: Customer
- I want to: Have my pricing preferences saved and used to display prices
- So that: I see consistent pricing based on my previous selections
Description
Preferences will be used to identify the desired pricing type. Preferences are set in the browser (cookies/cache) and in the customer account information. Preferences are updated based on the invoice type used in the last order. Browser preferences take priority over account preferences. If no browser preference exists, the account preference is used. If neither exists, the customer will be asked for their invoicing/pricing preference, with standard pricing as the default if no choice is made.
Acceptance Criteria
- Preferences are saved in both the browser and customer account.
- Browser preferences take priority over account preferences.
- Browser preferences are updated upon customer selection or order submission.
- Account preferences are updated only when an order is placed.
- If no browser preference exists, account preferences are used.
- If neither preference exists, the customer is prompted to choose an invoicing/pricing method.
- Standard pricing is displayed if no selection is made.
Notes
- Preferences ensure a consistent user experience across sessions and devices.
User Story 4: Updating Internal Tools
- As a: Internal tool user
- I want to: Have order data include surcharge information
- So that: Surcharge details are accurately transferred to UV (WOTS (ODBC and Sterling))
Description
Internal tools used for transferring order data to UV will be updated to include surcharge data. Four data points will be added: Surcharge_Codes, Surcharge_Amounts, Surcharge_Amounts_Foreign, and Surcharge_Rates.
Acceptance Criteria
- Internal tools include Surcharge_Codes, Surcharge_Amounts, Surcharge_Amounts_Foreign, and Surcharge_Rates in the order data.
Notes
- Updating internal tools ensures complete and accurate data transfer.
Acceptance Criteria
Define the general acceptance criteria for the user stories:
- Functional requirements are met as specified in each user story.
- Non-functional requirements (performance, security, usability) are met.
- User stories are tested and validated by stakeholders.
Definitions, Acronyms, and Abbreviations
- GST: Goods and Services Tax
- INR: Indian Rupee
- ODBC: Open Database Connectivity
- UV: Undefined Variable (context-specific term)
- WOTS: Web Order Transfer System
Appendix
Include any additional information or documents relevant to the User Stories document:
- Links to mockups for onboarding modal and GST warning.
Approval
Prepared by: Preema Pais
Email: alexhogan@me.com
Date: 02/21/2025