Portal Features

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Portal Features by Mind Map: Portal Features

1. Test Scenarios MP-71

1.1. Create Test Scenario MP-138

1.2. Configure Test Scenario MP-90

1.2.1. Set Order Count MP-386

1.2.2. Set Product Count MP-387

1.2.3. Set Ship Method Count MP-389

1.2.4. Require Upgrade Shipping

1.2.5. Require Optimize Shipping

1.2.6. Require Update Shipping Method

1.2.7. Require Update Shipping Address

1.2.8. Require Update Shipping Address & Method

1.2.9. Require Update Promise All Items

1.2.10. Require Update Promise Individual Items

1.2.11. Require Update Ship Address Promise

1.2.12. Require Update Ship To Address

1.2.13. Require Update Status

1.2.13.1. Require Order Received

1.2.13.2. Require Images Received

1.2.13.3. Require Processing

1.2.13.4. Require Ready To Ship

1.2.13.5. Require Done Processing

1.2.13.6. Require Complete

1.2.14. Require Cancel Order

1.2.15. Set Product Quantity MP-390

1.2.16. Set Ship To Address MP-392

1.2.17. Set Ship To Recipient MP-391

1.2.18. Set Ship Method MP-393

1.2.19. Save Test Scenario MP-394

1.3. List Test Scenarios MP-301

1.4. View Test Scenario Detail MP-303

1.4.1. View Test Scenario Summary

1.5. Copy Test Scenario MP-212

1.6. Archive Test Scenario MP-320

1.7. Delete Test Scenario MP-310

2. Test Scenario Instances MP-373

2.1. Create Test Scenario Instance MP-353

2.2. Configure Test Scenario Instance MP-380

2.2.1. Add Product

2.2.2. Remove Product

2.2.3. Duplicate Product

2.2.4. Add Order

2.2.5. Remove Order

2.2.6. Duplicate Order

2.2.7. Upload Artwork MP-381

2.2.8. Upload Mechanical

2.2.9. Select Product MP-382

2.2.9.1. Set Product Quantity MP-362

2.2.9.2. Select Product Properties MP-363

2.2.9.3. Select Artwork MP-274

2.2.10. Set Ship To Recipient MP-360

2.2.11. Set Ship To Address MP-359

2.2.12. Set Ship Method MP-361

2.2.13. Save Test Scenario Instance MP-383

2.3. List Test Scenario Instances MP-302

2.4. View Test Scenario Instance Detail MP-365

2.4.1. View Test Scenario Instance Summary

2.4.2. View Test Scenario Instance Fulfillment Orders

2.5. Set Test Environment MP-384

2.6. Set Fulfillment Order Integration Type MP-385

2.7. Set Fulfillment Order Process Type MP-357

2.8. Execute Test Scenario Instance MP-351

2.9. Copy Test Scenario Instance MP-371

2.10. Share Test Scenario Instance

2.11. Archive Test Scenario Instance MP-309

2.12. Delete Test Scenario Instance MP-311

3. Notifications MP-73

4. Fulfillment Orders MP-80

4.1. List Fulfillment Orders

4.1.1. Select Fulfillment Orders Collection

4.1.2. Filter Fulfillment Orders MP-396

4.2. View Fulfillment Order Detail MP-395

4.2.1. View Fulfillment Order Timeline

4.2.2. View Fulfillment Order Source MP-285

4.2.3. View Fulfillment Order Contents

4.3. Change Fulfillment Order Status MP-140

4.4. Ship Fulfillment Order MP-63

4.5. Reroute Fulfillment Order

4.6. Update Shipment Method

4.7. Update Shipment Address

4.8. Update Shipment Address & Method

4.9. Update Promise

4.9.1. Update Promise All Items

4.9.2. Update Promise Individual Items

4.10. Update Shipment Address & Promise

4.11. Cancel Fulfillment Order

4.11.1. Send Cancel to OMS

5. Orderable Products MP-288

5.1. Create Orderable Product

5.2. Configure Orderable Product

5.3. List Orderable Products

5.3.1. Select Orderable Products Collection

5.3.2. Filter Orderable Products

5.3.3. List Generic Orderable Products MP-400

5.3.4. Test Orderable Products

5.3.5. Production Orderable Products

5.4. View Orderable Product Details

5.4.1. View Orderable Product Summary

5.4.2. View Test Scenarios

5.4.3. View Fulfillment Orders

5.4.4. View Capacity

5.4.4.1. Edit Default Capacity

5.4.4.2. Edit Override Capacity

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

5.4.5.1. Edit Default Fulfillment Time

5.4.5.2. Edit Override Fulfillment Time

5.4.6. View Shipping Cutoff Time

5.4.6.1. Edit Shipping Cutoff Time

5.4.7. View Orderable Product Properties

5.4.8. View Artwork

5.4.8.1. Upload Artwork MP-274

5.4.8.2. Create Mechanical

5.4.8.3. Create Font Test Artwork

5.4.8.4. Create Color Test Artwork

5.4.8.5. Remove Artwork

5.5. Request Production Access

5.5.1. Send Production Access Request

5.6. Approve Production Access Request

5.6.1. Send Production Access Approval Notification

5.7. Reject Production Access Request

5.7.1. Send Production Access Rejection Notification

5.8. Register Orderable Product

5.8.1. Set Product

5.8.2. Set Product Properties

5.9. Duplicate Orderable Product

5.10. Retire Orderable Product

5.11. Suspend Orderable Product

5.12. Transfer Orderable Product to Fulfillment Site

5.13. Retire Orderable Product

6. Fulfillment Sites MP-398

6.1. Create Fulfillment Site

6.2. Configure Fulfillment Site

6.2.1. Set General Email

6.2.2. Set Reporting Email

6.2.3. Set-up 2 Hour Report

6.2.4. Submit Shutterfly Supplier Add Form

6.2.5. Submit W9

6.2.6. Submit Customer Set-up Form

6.2.7. Set-up ERP

6.2.8. Submit Shutterfly Resale Certificate

6.2.9. Configure Shipping

6.2.9.1. Set Shipping Contact Name

6.2.9.2. Set Contact Information

6.2.10. Set-up Shutterfly Audit Process Portal

6.2.11. Set-up Shutterfly Branded Label & Insert Portal

6.2.12. Set-up Shipping Label for Shutterfly Orders

6.2.13. Set-up Material Purchasing

6.2.14. Set-up Automated Invoicing

6.2.15. View Callouts

6.2.16. View Shutterfly Terms

6.2.17. View Compliance Chargeback Policy

6.3. List Fulfillment Sites

6.3.1. Select Fulfillment Sites Collection

6.3.2. Filter Fulfillment Sites

6.4. View Fulfillment Site Details

6.4.1. View Fulfillment Site Summary

6.4.2. View Orderable Products

6.4.2.1. Edit Orderable Products

6.4.3. View Fulfillment Orders

6.4.4. View Endpoints

6.4.4.1. Edit Endpoints

6.4.5. View Contacts

6.4.5.1. Edit Contacts

6.4.6. View Carrier Account Numbers

6.4.7. View Packing List

6.4.8. View Manufacturable Products

6.4.8.1. Edit Orderable Products

6.4.9. View Manufacturing Capabilities

6.4.9.1. Edit Manufacturing Capabilities

6.4.10. View Forbid Options

6.4.10.1. Edit Forbid Options

6.4.11. View Equipment

6.4.11.1. Edit Equipment

6.4.12. View Working Days

6.4.12.1. Edit Working Days

6.4.13. View Holiday Schedule

6.4.13.1. Edit Holiday Schedule

6.4.14. View References

6.4.14.1. Configure References

6.5. Retire Fulfillment Site

7. Portal Administration MP-405

7.1. Portal Users

7.1.1. Register New User

7.1.2. Roles (Functional Permissions)

7.1.2.1. Create Role

7.1.2.2. Edit Role

7.1.2.3. Remove Role

7.1.2.4. Create Role Groups

7.1.2.5. Edit Role Groups

7.1.2.6. Remove Role Groups

7.1.2.7. Add Role to Group

7.1.2.8. Remove Role from Group

7.1.2.9. Add Users to Role Group

7.1.3. Data Access Permissions

7.1.3.1. Manage Data Access Permission

7.1.3.1.1. Grant Fulfillment Site Access

7.1.3.1.2. Remove Fulfillment Site Access

7.1.3.1.3. Grant Order Producer Access

7.1.3.1.4. Remove Order Producer Access

7.1.3.1.5. Grant Product Access

7.1.3.1.6. Remove Product Access

7.1.3.1.7. Grant Fulfillment Order Access

7.1.3.1.8. Remove Fulfillment Order Access

7.1.4. Disable User

7.1.5. User Authentication MP-23

7.1.5.1. Internal User Login - SSO

7.1.5.2. External User Login

8. Artwork

8.1. Upload Artwork

8.2. List Artwork

8.2.1. Select Artwork Collection

8.2.2. Filter Artwork

8.3. View Artwork Detail

8.4. Create Mechanical

8.5. Create Font Test Artwork

8.6. Create Color Test Artwork

8.7. Remove Artwork

9. Companies

9.1. Create Company

9.2. Configure Company

9.2.1. Set Company Type

9.2.1.1. Order Producer

9.2.1.2. Order Fulfiller

9.2.2. Sign NDA

9.2.3. Sign Code of Conduct

9.3. List Companies

9.3.1. Select Companies Collection

9.3.2. Filter Companies

9.4. View Company Detail

9.4.1. View Company Summary

9.4.2. View Fulfillment Sites

9.4.2.1. Add Fulfillment Site

9.4.2.2. Retire Fulfillment Site

9.4.3. View Orderable Products

9.4.3.1. Add Orderable Product

9.4.3.2. Retire Orderable Product

9.4.4. View Orders

9.4.5. View Contacts

9.4.5.1. Edit Contact

9.4.6. View Pay Statements

9.5. Retire Company

10. Partner Candidate Applications

10.1. Create Application

10.2. Configure Partner Candidate Application

10.2.1. Set Application Partner Candidate Type

10.2.2. Edit Grouping

10.2.3. Edit Question

10.3. List Partner Candidate Applications

10.3.1. Select Partner Candidate Applications Collection

10.3.2. Filter Partner Candidate Applications

10.4. View Partner Candidate Application Detail

10.5. Start Application

10.6. Save Application

10.7. Submit Application

10.8. Review Application

10.9. Accept Application

10.9.1. Send Acceptance Notification

10.9.2. View Welcome Checklist

10.10. Reject Application

10.10.1. Send Rejection Notification

11. Contacts

11.1. Create Contact

11.2. Edit Contact

11.3. Remove Contact

11.4. List Contacts

11.4.1. Select Contacts Collection

11.4.2. Filter Contacts

11.5. Add Contact to Company

11.6. Add Contact to Fulfillment Site

12. Manufacturable Products

12.1. Create Manufacturable Product

12.2. Configure Manufacturable Product

12.2.1. Add Property

12.2.2. Set Product Category

12.3. List Manufacturable Products

12.3.1. Select Manufacturable Products Collection

12.3.2. Filter Manufacturable Products

12.4. View Manufacturable Product Detail

12.5. Promote to Orderable Product

12.6. Retire Manufacturable Product

13. Order Fulfiller Dashboard

13.1. Backlog by Item with Capacity

13.2. Capacity & Count in Process

13.3. Expected/Required to Ship

13.4. Completed

13.5. Forecast

13.6. Past Due

13.7. Pending

13.8. Pending vs Ready to Ship

13.9. #Order & #Pieces

13.10. On Time vs Late

13.11. #Lines, Avg Aging, & Pieces

13.12. Upgrade Cost

13.13. Optimization Savings

13.14. Quality - Not Mine/Million

13.15. Quality - Defects/Million

13.16. Quality - Contacts/Million

14. Order Producer Dashboard

15. Fulfillment Emulator

15.1. Validate OMS Order

16. Portal Landing Page

16.1. Configure Portal Landing Page

16.1.1. Add Text Block

16.1.2. Add Image

16.1.3. Edit Text Block

16.1.4. Edit Image

16.1.5. Add Hyperlink

16.1.6. Edit Hyperlink

16.2. View Landing Page Content

16.3. User Log In

17. Document Management

17.1. Technical Documentation MP-74

17.1.1. View API Documentation

17.1.2. Update API Documentation

17.1.3. View Documentation Update Notification

17.1.4. Notify API Documentation Update

17.1.5. Subscribe to API Documentation Update Notifications

17.2. Add Document

17.3. Remove Document

18. Pay Statements

18.1. List Pay Statments

18.1.1. List All Pay Statements

18.1.2. List My Pay Statements

18.2. View Pay Statement Detail

18.3. Approve Pay Statement

18.4. Reject Pay Statement

18.5. Attach Invoice to Pay Statement

18.6. Submit Pay Statement for Payment

18.7. Generate Pay Statements

18.8. View Pay Statement History

18.9. Email Pay Statements

19. Project Key

19.1. Self Service Test Order Generation & Monitoring

19.2. Fulfiller Self Service Management Tools

19.3. Existing Product Registration

19.4. New Fulfillment Partner Setup

19.5. Fulfillment Partner Candidate Vetting