Portal Features

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Portal Features by Mind Map: Portal Features

1. Notifications MP-73

2. Fulfillment Orders MP-80

2.1. List Fulfillment Orders

2.1.1. Select Fulfillment Orders Collection

2.1.2. Filter Fulfillment Orders MP-396

2.2. View Fulfillment Order Detail MP-395

2.2.1. View Fulfillment Order Timeline

2.2.2. View Fulfillment Order Source MP-285

2.2.3. View Fulfillment Order Contents

2.3. Change Fulfillment Order Status MP-140

2.4. Ship Fulfillment Order MP-63

2.5. Reroute Fulfillment Order

2.6. Update Shipment Method

2.7. Update Shipment Address

2.8. Update Shipment Address & Method

2.9. Update Promise

2.9.1. Update Promise All Items

2.9.2. Update Promise Individual Items

2.10. Update Shipment Address & Promise

2.11. Cancel Fulfillment Order

2.11.1. Send Cancel to OMS

3. Orderable Products MP-288

3.1. Create Orderable Product

3.2. Configure Orderable Product

3.3. List Orderable Products

3.3.1. Select Orderable Products Collection

3.3.2. Filter Orderable Products

3.3.3. List Generic Orderable Products MP-400

3.3.4. Test Orderable Products

3.3.5. Production Orderable Products

3.4. View Orderable Product Details

3.4.1. View Orderable Product Summary

3.4.2. View Test Scenarios

3.4.3. View Fulfillment Orders

3.4.4. View Capacity

3.4.4.1. Edit Default Capacity

3.4.4.2. Edit Override Capacity

3.4.5. View Fulfillment Time (Default, Override, Dynamic)

3.4.5.1. Edit Default Fulfillment Time

3.4.5.2. Edit Override Fulfillment Time

3.4.6. View Shipping Cutoff Time

3.4.6.1. Edit Shipping Cutoff Time

3.4.7. View Orderable Product Properties

3.4.8. View Artwork

3.4.8.1. Upload Artwork MP-274

3.4.8.2. Tag Mechanical

3.4.8.3. Create Font Test Artwork

3.4.8.4. Create Color Test Artwork

3.4.8.5. Remove Artwork

3.5. Request Production Access

3.5.1. Send Production Access Request

3.6. Approve Production Access Request

3.6.1. Send Production Access Approval Notification

3.7. Reject Production Access Request

3.7.1. Send Production Access Rejection Notification

3.8. Register Orderable Product

3.8.1. Set Product

3.8.2. Set Product Properties

3.9. Duplicate Orderable Product

3.10. Retire Orderable Product

3.11. Suspend Orderable Product

3.12. Transfer Orderable Product to Fulfillment Site

3.13. Retire Orderable Product

4. Fulfillment Sites MP-398

4.1. Create Fulfillment Site

4.2. Configure Fulfillment Site

4.2.1. Set General Email

4.2.2. Set Reporting Email

4.2.3. Set-up 2 Hour Report

4.2.4. Submit Shutterfly Supplier Add Form

4.2.5. Submit W9

4.2.6. Submit Customer Set-up Form

4.2.7. Set-up ERP

4.2.8. Submit Shutterfly Resale Certificate

4.2.9. Configure Shipping

4.2.9.1. Set Shipping Contact Name

4.2.9.2. Set Contact Information

4.2.10. Set-up Shutterfly Audit Process Portal

4.2.11. Set-up Shutterfly Branded Label & Insert Portal

4.2.12. Set-up Shipping Label for Shutterfly Orders

4.2.13. Set-up Material Purchasing

4.2.14. Set-up Automated Invoicing

4.2.15. View Callouts

4.2.16. View Shutterfly Terms

4.2.17. View Compliance Chargeback Policy

4.3. List Fulfillment Sites

4.3.1. Select Fulfillment Sites Collection

4.3.2. Filter Fulfillment Sites

4.4. View Fulfillment Site Details

4.4.1. View Fulfillment Site Summary

4.4.2. View Orderable Products

4.4.2.1. Edit Orderable Products

4.4.3. View Fulfillment Orders

4.4.4. View Endpoints

4.4.4.1. Edit Endpoints

4.4.5. View Contacts

4.4.5.1. Edit Contacts

4.4.6. View Carrier Account Numbers

4.4.7. View Packing List

4.4.8. View Manufacturable Products

4.4.8.1. Edit Orderable Products

4.4.9. View Manufacturing Capabilities

4.4.9.1. Edit Manufacturing Capabilities

4.4.10. View Forbid Options

4.4.10.1. Edit Forbid Options

4.4.11. View Equipment

4.4.11.1. Edit Equipment

4.4.12. View Working Days

4.4.12.1. Edit Working Days

4.4.13. View Holiday Schedule

4.4.13.1. Edit Holiday Schedule

4.4.14. View References

4.4.14.1. Configure References

4.5. Retire Fulfillment Site

5. Companies

5.1. Create Company

5.2. Configure Company

5.2.1. Set Company Type

5.2.1.1. Order Producer

5.2.1.2. Order Fulfiller

5.2.2. Sign NDA

5.2.3. Sign Code of Conduct

5.3. List Companies

5.3.1. Select Companies Collection

5.3.2. Filter Companies

5.4. View Company Detail

5.4.1. View Company Summary

5.4.2. View Fulfillment Sites

5.4.2.1. Add Fulfillment Site

5.4.2.2. Retire Fulfillment Site

5.4.3. View Orderable Products

5.4.3.1. Add Orderable Product

5.4.3.2. Retire Orderable Product

5.4.4. View Orders

5.4.5. View Contacts

5.4.5.1. Edit Contact

5.4.6. View Pay Statements

5.5. Retire Company

6. Partner Candidate Applications

6.1. Create Application

6.2. Configure Partner Candidate Application

6.2.1. Set Application Partner Candidate Type

6.2.2. Edit Grouping

6.2.3. Edit Question

6.3. List Partner Candidate Applications

6.3.1. Select Partner Candidate Applications Collection

6.3.2. Filter Partner Candidate Applications

6.4. View Partner Candidate Application Detail

6.5. Start Application

6.6. Save Application

6.7. Submit Application

6.8. Review Application

6.9. Accept Application

6.9.1. Send Acceptance Notification

6.9.2. View Welcome Checklist

6.10. Reject Application

6.10.1. Send Rejection Notification

7. Contacts

7.1. Create Contact

7.2. Edit Contact

7.3. Remove Contact

7.4. List Contacts

7.4.1. Select Contacts Collection

7.4.2. Filter Contacts

7.5. Add Contact to Company

7.6. Add Contact to Fulfillment Site

8. Portal Landing Page

8.1. Configure Portal Landing Page

8.1.1. Add Text Block

8.1.2. Add Image

8.1.3. Edit Text Block

8.1.4. Edit Image

8.1.5. Add Hyperlink

8.1.6. Edit Hyperlink

8.2. View Landing Page Content

8.3. User Log In

9. Pay Statements

9.1. List Pay Statments

9.1.1. List All Pay Statements

9.1.2. List My Pay Statements

9.2. View Pay Statement Detail

9.3. Approve Pay Statement

9.4. Reject Pay Statement

9.5. Attach Invoice to Pay Statement

9.6. Submit Pay Statement for Payment

9.7. Generate Pay Statements

9.8. View Pay Statement History

9.9. Email Pay Statements

10. Project Key

10.1. Self Service Test Order Generation & Monitoring

10.2. Fulfiller Self Service Management Tools

10.3. Existing Product Registration

10.4. New Fulfillment Partner Setup

10.5. Fulfillment Partner Candidate Vetting

11. Test Scenarios MP-71

11.1. Create Test Scenario MP-138

11.2. Configure Test Scenario MP-90

11.2.1. Set Order Count MP-386

11.2.2. Set Product Count MP-387

11.2.3. Set Ship Method Count MP-389

11.2.4. Require Upgrade Shipping

11.2.5. Require Optimize Shipping

11.2.6. Require Update Shipping Method

11.2.7. Require Update Shipping Address

11.2.8. Require Update Shipping Address & Method

11.2.9. Require Update Promise All Items

11.2.10. Require Update Promise Individual Items

11.2.11. Require Update Ship Address Promise

11.2.12. Require Update Ship To Address

11.2.13. Require Update Status

11.2.13.1. Require Order Received

11.2.13.2. Require Images Received

11.2.13.3. Require Processing

11.2.13.4. Require Ready To Ship

11.2.13.5. Require Done Processing

11.2.13.6. Require Complete

11.2.14. Require Cancel Order

11.2.15. Set Product Quantity MP-390

11.2.16. Set Ship To Address MP-392

11.2.17. Set Ship To Recipient MP-391

11.2.18. Set Ship Method MP-393

11.2.19. Save Test Scenario MP-394

11.3. List Test Scenarios MP-301

11.4. View Test Scenario Detail MP-303

11.4.1. View Test Scenario Summary

11.5. Copy Test Scenario MP-212

11.6. Archive Test Scenario MP-320

11.7. Delete Test Scenario MP-310

12. Test Scenario Instances MP-373

12.1. Create Test Scenario Instance MP-353

12.2. Configure Test Scenario Instance MP-380

12.2.1. Add Product

12.2.2. Remove Product

12.2.3. Duplicate Product

12.2.4. Add Order

12.2.5. Remove Order

12.2.6. Duplicate Order

12.2.7. Upload Artwork MP-381

12.2.8. Upload Mechanical

12.2.9. Select Product MP-382

12.2.9.1. Set Product Quantity MP-362

12.2.9.2. Select Product Properties MP-363

12.2.9.3. Select Artwork MP-274

12.2.10. Set Ship To Recipient MP-360

12.2.11. Set Ship To Address MP-359

12.2.12. Set Ship Method MP-361

12.2.13. Save Test Scenario Instance MP-383

12.3. List Test Scenario Instances MP-302

12.4. View Test Scenario Instance Detail MP-365

12.4.1. View Test Scenario Instance Summary

12.4.2. View Test Scenario Instance Fulfillment Orders

12.5. Set Test Environment MP-384

12.6. Set Fulfillment Order Integration Type MP-385

12.7. Set Fulfillment Order Process Type MP-357

12.8. Execute Test Scenario Instance MP-351

12.9. Copy Test Scenario Instance MP-371

12.10. Share Test Scenario Instance

12.11. Archive Test Scenario Instance MP-309

12.12. Delete Test Scenario Instance MP-311

13. Portal Administration MP-405

13.1. Portal Users

13.1.1. Register New User

13.1.2. Roles (Functional Permissions)

13.1.2.1. Create Role

13.1.2.2. Edit Role

13.1.2.3. Remove Role

13.1.2.4. Create Role Groups

13.1.2.5. Edit Role Groups

13.1.2.6. Remove Role Groups

13.1.2.7. Add Role to Group

13.1.2.8. Remove Role from Group

13.1.2.9. Add Users to Role Group

13.1.3. Data Access Permissions

13.1.3.1. Manage Data Access Permission

13.1.3.1.1. Grant Fulfillment Site Access

13.1.3.1.2. Remove Fulfillment Site Access

13.1.3.1.3. Grant Order Producer Access

13.1.3.1.4. Remove Order Producer Access

13.1.3.1.5. Grant Product Access

13.1.3.1.6. Remove Product Access

13.1.3.1.7. Grant Fulfillment Order Access

13.1.3.1.8. Remove Fulfillment Order Access

13.1.4. Disable User

13.1.5. User Authentication MP-23

13.1.5.1. Internal User Login - SSO

13.1.5.2. External User Login

14. Artwork

14.1. Upload Artwork

14.2. List Artwork

14.2.1. Select Artwork Collection

14.2.2. Filter Artwork

14.3. View Artwork Detail

14.4. Create Mechanical

14.5. Create Font Test Artwork

14.6. Create Color Test Artwork

14.7. Remove Artwork

15. Manufacturable Products

15.1. Create Manufacturable Product

15.2. Configure Manufacturable Product

15.2.1. Add Property

15.2.2. Set Product Category

15.3. List Manufacturable Products

15.3.1. Select Manufacturable Products Collection

15.3.2. Filter Manufacturable Products

15.4. View Manufacturable Product Detail

15.5. Promote to Orderable Product

15.6. Retire Manufacturable Product

16. Order Fulfiller Dashboard

16.1. Backlog by Item with Capacity

16.2. Capacity & Count in Process

16.3. Expected/Required to Ship

16.4. Completed

16.5. Forecast

16.6. Past Due

16.7. Pending

16.8. Pending vs Ready to Ship

16.9. #Order & #Pieces

16.10. On Time vs Late

16.11. #Lines, Avg Aging, & Pieces

16.12. Upgrade Cost

16.13. Optimization Savings

16.14. Quality - Not Mine/Million

16.15. Quality - Defects/Million

16.16. Quality - Contacts/Million

17. Order Producer Dashboard

18. Fulfillment Emulator

18.1. Validate OMS Order

19. Document Management

19.1. Technical Documentation MP-74

19.1.1. View API Documentation

19.1.2. Update API Documentation

19.1.3. View Documentation Update Notification

19.1.4. Notify API Documentation Update

19.1.5. Subscribe to API Documentation Update Notifications

19.2. Add Document

19.3. Remove Document