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
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01
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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.
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02
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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.
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03
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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.
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04
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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
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05
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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.
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06
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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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