Story 41.4: Collecting missing info from existing sellers

General info

User story

As Saclab admin,

I need to collect information from existing seller according to the new EU law

So that helps to have all needed information for integration with tax portal

Visual design

https://www.figma.com/design/6KT0tZfJw3u7R8b5pCH8vw/Saclab-Team-Library?node-id=4472-13531&t=wE4VuvP8FDadKFw8-0

Acceptance criteria

01

Check if product is:

  1. Consigned (C) in stock products

  2. Sold consigned (C) product of 2024 and 2023

List of sellers:

https://airtable.com/appYjRuQ4YEFTUwtb/tbld5UYfgjeNZpuOq/viwbBM8VqhKHlAlx4?blocks=hide

02

Then, check if “Contact” type is already “Private Seller” or “Commercial Seller” => if yes then skip, if no, then:

03

2.1. Send an email to the seller to ask for missing information:

a. There are fields and input right in the email so the seller can fill in and submit right in the email (similar to google form)

b. there should ALSO be a button in the email that the seller can click, after clicking it, they are led the form where they can fill in their missing info (they will need to log in)

⇒ after they click submit, then the info are sent to saclab and being automatically saved on air table

  1. Email template:

    1. ENG:

      1. Send from sales@saclab-official.com – Saclàb customer service

      2. Subject: URGENT: Please complete your tax details

      3. Preview (if possible): Information required for your consignment sale

      4. https://us12.admin.mailchimp.com/templates/edit?id=10077546#f_folder:17913;s:100;p:2;t:files-list

    2. DE:

      1. Send from sales@saclab-official.com – Saclàb Kundenservice

      2. Subject: Bitte vervollständigen Sie Ihre Steuerangaben.

      3. Preview (if possible): Erforderliche Informationen für Ihren Kommissionsverkauf.

      4. https://us12.admin.mailchimp.com/templates/edit?id=10077550#f_folder:17913;s:100;p:2;t:files-list

Screen Recording 2024-04-30 at 17.11.35.mov

https://www.figma.com/file/6KT0tZfJw3u7R8b5pCH8vw/Saclab-Team-Library?type=design&node-id=4472%3A13531&mode=design&t=wXTrJT17MVrquPwa-1

04

When the seller is logged in to https://saclab.com/my-account/bags-i-sell/ , saclab.com/sell and any child from “bags i’m selling” ⇒ they will see a pop-up telling them to fill in the necessary info. There should be a CTA so they can click, after they are led to the form where they can fill in their info => This popup can’t be clicked away

Seller is not able to submit a new submission as long as they haven’t finished their data

https://www.figma.com/file/6KT0tZfJw3u7R8b5pCH8vw/Saclab-Team-Library?type=design&node-id=4472%3A13531&mode=design&t=wXTrJT17MVrquPwa-1

Screenshot 2024-04-30 at 17.14.20.png

05

Send email 1st time

⇒ 7 days later, data filled = no? => first follow up email,

if data is still not filled after another 7 days (7 days after the first follow up email is sent)=> 2nd follow up email;

another 7 days has passed => 3rd follow up email

another 7 days have passed => email to the sales team to follow up themselves

Acceptance criteria

01

Given: list of sellers without tax information

When: send an email to the seller to ask for missing information

Then: seller receives the email with the info about taxes and the button to the website

  1. Email template:

    1. ENG:

      1. Send from sales@saclab-official.com – Saclàb customer service

      2. Subject: URGENT: Please complete your tax details

      3. Preview (if possible): Information required for your consignment sale

      4. https://us12.admin.mailchimp.com/templates/edit?id=10077546#f_folder:17913;s:100;p:2;t:files-list

    2. DE:

      1. Send from sales@saclab-official.com – Saclàb Kundenservice

      2. Subject: Bitte vervollständigen Sie Ihre Steuerangaben.

      3. Preview (if possible): Erforderliche Informationen für Ihren Kommissionsverkauf.

      4. https://us12.admin.mailchimp.com/templates/edit?id=10077550#f_folder:17913;s:100;p:2;t:files-list

image-20240527-151223.png

https://www.figma.com/design/6KT0tZfJw3u7R8b5pCH8vw/Saclab-Team-Library?node-id=4472-15392&t=wE4VuvP8FDadKFw8-4

02

Given: email to the seller

When: click on a button “Submit now“

Then: redirect to the authorization page on the website

image-20240527-145120.png

https://www.figma.com/design/6KT0tZfJw3u7R8b5pCH8vw/Saclab-Team-Library?node-id=4472-15595&t=wE4VuvP8FDadKFw8-4

03

Given: seller with a submitted bag

When: open section “My seller data“

Then: see the fields with all the needed information for the tax portal

image-20240527-145443.png

https://www.figma.com/design/6KT0tZfJw3u7R8b5pCH8vw/Saclab-Team-Library?node-id=4472-13695&t=wE4VuvP8FDadKFw8-4

04

Given: login as a seller https://saclab.com/my-account/bags-i-sell/

When: see the popup
AND click button “submit now”

Then: redirect to the section “My seller data“

image-20240527-150058.png

https://www.figma.com/design/6KT0tZfJw3u7R8b5pCH8vw/Saclab-Team-Library?node-id=4472-15038&t=wE4VuvP8FDadKFw8-4

Screenshot 2024-04-30 at 17.14.20.png

05

Given: login as a seller https://saclab.com/my-account/bags-i-sell/

When: see the popup
AND click outside the popup to try to close it

Then: popup is not closed

06

Given: seller received the 1st email

When: seller doesn’t fill out the info on Saclab during 7 day after email

Then: send first follow up email

07

Given: seller received the 1st follow-up email

When: seller doesn’t fill out the info on Saclab during next 7 day after 1st follow-up email

Then: send second follow up email

08

Given: seller received the 2nd follow-up email

When: seller doesn’t fill out the info on Saclab during next 7 day after 2nd follow-up email

Then: send third follow up email

09

Given: seller received the 3rd follow-up email

When: seller doesn’t fill out the info on Saclab during next 7 day after 3rd follow-up email

Then: send email to sales team

10

Given: section “My seller data“

When: fill out all mandatory fields
AND click “Submit“

Then: see the popup “Your data has been saved“

Screen Recording 2024-04-30 at 17.11.35.movimage-20240527-151306.png

https://www.figma.com/design/6KT0tZfJw3u7R8b5pCH8vw/Saclab-Team-Library?node-id=4481-15852&t=wE4VuvP8FDadKFw8-4

11

Given: saclab website

When: user register on the website
AND don’t submit any bags

Then: don’t see any popups
AND don’t see the section “My seller data“

12

Given: saclab website

When: user registers on the website
AND submit a bag

Then: don’t see any popups
AND don’t see the section “My seller data“

13

Given: saclab website

When: user registers on the website
AND publish a bag

Then: see popup about fill out seller data
AND see the section “My seller data“

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