Story 1.1.2.14. CRM. Company view mode. Tab Orders

Content

General info

The "Orders" tab in the company view mode displays a list of orders related to a specific company. This view allows users to see details such as the order status, date, account manager, business manager, consultant, and recruiter involved, as well as direct links related to the orders. The aim is to provide a clear overview of the company’s current and past orders, facilitating efficient management and communication between team members.

User story

As a CRM user,
I want to view the orders related to a company in the "Orders" tab,
So that I can easily track and manage all orders, including their status and the team members involved.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=48699-107238&t=xRJSbu9cxWxeYbuC-4

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Acceptance Criteria

01

Scenario: Viewing Orders in Company Tab
Given I am in the "Company View" mode
When I navigate to the "Orders" tab
Then I should see a list of all orders related to the company with details such as date, status, name, direct links, account manager, business manager, consultant, and recruiter.

image-20240820-170305.png

02

Scenario: Filter and Sort Orders
Given I am viewing the list of orders
When I want to filter or sort the list by fields such as date, status, or involved personnel
Then I should be able to apply filters and sorting options for better data management.

03

Scenario: Direct Link to Order
Given I see an order with a direct link
When I click the direct link
Then it should open the related page or external platform for that order in a new tab.

04

Scenario: Add New Order
Given I am viewing the "Orders" tab
When I click the "Add New" button
Then I should be able to create a new order and assign team members such as account managers, business managers, consultants, and recruiters
AND redirect to company single page after creation

05

Scenario: Editable Orders
Given I am viewing the list of orders
When I have the necessary permissions
Then I should be able to edit existing order details, such as the status, assigned personnel, and direct links.

06

Scenario: Responsive Design
Given I am using a device with a different screen size
When I view the "Orders" tab
Then the table should adjust and remain readable across all screen sizes.

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