• Accounts workflow

• Started documenting process from Order Capture to Payment Received
  • https://drive.google.com/drive/folders/137uVB5XdQvkR7d0LgRl1Bk6b1Pj2DXXA?usp=sharing
• Created 'Order' form
  • https://avsni.co.uk/order
• Created 'View Orders' view
  • https://avsni.co.uk/view-orders

• Installed Gravity Connect
• Created form 'Core Price List'
• Experimented with importing Core Price List

• Worked on importing Core Price List spreadsheet into AVSNI.co.uk
• Had to troubleshoot issues with the data import
• Sent a question to Rob on Google Chat 'AVS Invoice Automation' space regarding fields containing '#####' in the spreadsheet.
• Can only continue when the meaning of these characters is clarified

• Installed the folllowing plugins on AVSNI.co.uk
  • Spellbook
  • Memberpress
• Setup permissions using Memberpress
• Created the following forms
  • Price List
  • PRICE LIST: Custom Category Discounts
  • PRICE LIST: MASTER Categories List
  • PRICE LIST: MASTER Products
  • PRICE LIST: Step 1 Add Company Name
  • PRICE LIST: Step 2 List all category Custom Discounts to Apply
• Created Views
  • Company Search
• Created Pages
  • Dashboard
    • Company Search
    • Price Lists
      • 1 Add Company Name
      • 2 Customize Categories
• Populated pages
• Tested
  • Add a Company
  • Company Search
• Experimented with options for creating pricelists
• Assisted with cleaning up Core Price List

• Worked on generating custom price list for each client
• Created development workflow for this component of the project
  • https://lucid.app/lucidchart/b48c2569-6ac9-4145-9554-3fc46618d2ea/view
• Refined forms to be used in the workflow
• Create task for dev team to develop PDF script
• Reviewed task with MK

• Built a dynamic pricing system that connects client rules directly to your master product list. When you create a price list for a new client, the system now does three things instantly:

  • It scans your full inventory to look at all the products you have on file.

  • It applies the rules to check if this specific client gets a deal.

  • It then generates a catalog in a PDF format that you can email immediately.

    • The pdf document shows the client everything you sell. It tells them that for the items you agreed on, they get their special price, and for everything else, they see the standard price.

• The system now follows a strict order: it first checks if the client has a specific deal, then checks if there is a global default discount, and finally falls back to the standard list price if nothing else is found.

• Data regarding products, clients, and discount rules lives in three different places in the backend. This ensures that when you add a new product to your master list,  it will automatically appear on the next PDF you generate without any extra coding.

Hi Rob,
just a quick update to confirm that the Customer Price List generator is complete and ready for use. I’ve finalized the layout and logic so that the PDF now intelligently splits the content: it places the client’s specific "Negotiated Rates" right at the top, followed by the full standard catalog below so they still have access to your complete inventory. The system is running a robust pricing engine in the background that connects your master product list directly to your client rules (as you may already know from the previous report), ensuring every price is calculated accurately and automatically, saving you the manual effort.

• Worked on Shop Manager Dashboard. This new interface moves the client management process out of the technical backend and into a simple, user-friendly page on the website.

What Has Been developed:

• A Dedicated "Client Price Manager" Page: I created a secure page where your Shop Manager can view a list of all existing client price lists in a clean, searchable table.

• Instant PDF Generation: The table includes a "Download" link for each client. One click instantly generates the latest 55-page+ custom catalog for that specific client, ensuring you always send the most up-to-date pricing.

• Integrated Client Creation: I embedded the client setup form directly on this page. You can add a new company, define their discounts, and see them appear in the list immediately without navigating away. NOTICE: I will put this in it own page later

• Security Controls: I locked this page so it is invisible to the public. Only users with the "Shop Manager" or "Administrator" role can access it, ensuring your pricing data remains confidential.

• Updated the layout and backend functionality of the Price List tool PDF.
• Moved the Price List tool code into the (SmplfyBiz) official Smplfy Framework. Initially, it was built as a standalone script to get a prototype. Now, it has been modified it to match industry standards.
• Cleaned up the code.

• Worked on building the new Order Form on the local development environment to ensure everything is stable before moving it to the staging live site.

What’s Done:

• Built the main interface where you (or the client) will place orders.

• Successfully set up the "Live Calculation" logic, so the form automatically does the math for line totals and grand totals.

• Deployed the new Create Client Price List and View Client Price List page to the staging site. This update separates your daily workflow from the technical WordPress backend, making it faster and safer to manage client pricing.

What is live now:

1. Client Price Creation Management: You can now add new clients and define their discount tiers (e.g., Fixing Band = Tier 2) directly from this page.

2. Automated PDF Engine: Once a client is added, you can instantly download their personalised 55+page Price List Catalog from the View Client Price List page.

   • Smart Sorting: The PDF automatically places their specific discounted items at the top ("Negotiated Rates") for immediate visibility, with the rest of your standard inventory listed below.

   • Accuracy: The system automatically calculates the correct price based on your rules, eliminating manual Excel math.

I have attached a User Test Guide to help you walk through the new features.

Test Guide Document Link: https://docs.google.com/document/d/1qfb6we5gZQ6PSQaNIWfGMWD9kJPvbzrHQYcMNnOT5fw/edit?usp=sharing

• Built the main order interface and successfully set up the live calculations, so the form now automatically totals up line items as they are added.

• Organizing the backend setup to make sure everything is reliable and easy to maintain moving forward.
• Developed linking the client accounts to their specific profiles and discount rules—basically ensuring that when a customer logs in, the system instantly knows who they are and what deals they should get.
• Set up a "Test Order Portal" to facilitate viewing the forms exactly as a client would see them.
• Developing automatic pricing updates.

Progress  on the client dashboard interface.

• Developed the specific client role in the system which allows us to properly categorize your customers when you create an account for them.

• Developed the main dashboard page that greets your clients with their company name and gives them clear options to start an order or check their history.

• Developed a security feature that automatically redirects clients to this dashboard immediately after they log in, keeping them out of the admin area.

• Developed the navigation menu so customers can easily move between the dashboard, the order form, and their history page without getting lost.

Summary of the progress made on the client interface and order management system.

• Developed the main client portal dashboard which now correctly identifies the logged-in user and displays their company name, along with a navigation system that seamlessly links the dashboard, order form, and history page together.

• Implemented the order history interface so clients can now view a secure list of their own past orders, check the current status of each, and click through to view the full details of any specific submission.

• Developed the backend submission logic that instantly assigns a unique reference number to every new order and marks it as pending so it is ready for your review immediately.

EDITED FIELD SUBMISSION

• Organized the backend setup to make sure everything is reliable and easy to maintain moving forward.
• Developed linking the client accounts to their specific profiles and discount rules—basically ensuring that when a customer logs in, the system instantly knows who they are and what deals they should get.
• Set up a "Test Order Portal" to facilitate viewing the forms exactly as a client would see them.
• Developing automatic pricing updates.

• Successfully repaired the connection between the order form and the client database so the system now correctly identifies the logged-in user and applies their negotiated discount instantly.

• Removed a software limitation that was hiding products, meaning clients can now search and select from the entire catalog of over 5,000 items without any issues.

• Verified that the correct client identity is being attached to every order behind the scenes to ensure the invoicing data will be accurate.

• Finalized the structural maps and test scripts to ensure the system meets your exact requirements.

• Sitemap (Client Order System): Link to Google Doc Here

• End User Test Script (UAT): Link to Google Doc Here

• The Staging environment is now deployed with these fixes.

• You can proceed with the UAT Test Script linked above.

• Reviewed the existing plugin framework to ensure the new packing list feature integrates correctly with the current order forms.

• Defined the specific logic for the daily 4am automation. I have set the rules to ensure the system correctly identifies yesterday's standard orders and separates them from today's urgent orders before the cutoff time.

• Mapped out the process for aggregating these individual orders into a single daily manifest for the warehouse team.

• Prepared the server-side logic that will trigger this process automatically each morning.

• Developed the specific functions that allow the system to look back at yesterday's full day of orders and combine them with today's early morning urgent orders.

• Programmed the logic to strictly separate "Standard" deliveries from "Urgent" ones based on the checkbox selection in the order form, ensuring no urgent order is missed if it comes in before the 6am cutoff.

• Implemented the safety checks to ensure the system only grabs 'Confirmed' orders, ignoring any that are still pending approval or have been cancelled.

• Connected this new logic to the main order database so it can retrieve live data accurately.

• Developed the critical logic that automatically updates an order’s status from 'Confirmed' to 'On Packing List' the moment the daily list is generated. This ensures that tomorrow's run will never mistakenly grab an order that has already been processed.

• Developed the system to generate them dynamically from live data.

• Finalized the connection between the "Urgent" checkbox on the front-end form and the backend filter, ensuring the system strictly respects the client's choice.

• Identified issue with errors preventing access to page and white screen issue
  • Errors appearing on page preventing access was caused by debug_display being set to true in the wp_config, causing warnings and notices to stop access to a page
  • White screen error was caused by custom plugin but seems to be ultimately caused by a caching issue. when manually editing a file in the custom plugin to add logs, the issue stopped happening

• Added percentage displays to the discount options for better clarity

• Created a new "Other" field to allow for custom, manual discount entries

• Synchronised pricing logic to ensure custom rates appear correctly on both Orders and PDF Price Lists

• Confirmed the layout is clean and easy to use within the "Add Category" window

Developed “Create Price List” process (so clients are correctly connected to their discounts) and starting the Shop Manager order inbox.

• Improved the “Create Organization & Price List” process so it automatically creates a new client account and links the account to the custom discounts being created.

• Added safeguards so the system prevents duplicates (e.g., it won’t allow creating a new client using an email that already exists).

• Removed the unnecessary manual linking steps (checkbox + dropdown) so the form does one job cleanly: create the client + create the price list tied to that client.

• Added logging/testing so we can see exactly what data is being submitted when the form is sent (to confirm field formats and prevent hidden issues).

• Started building the Shop Manager “Inbox” page using GravityFlow, filtered so it will show orders submitted via the Client Order Form and display the key order columns.

Improved the Shop Manager dashboard experience so it feels clean, consistent, and easy to use.

• Refactored the Shop Manager dashboard interface (layout, cards, spacing) so it’s clearer and more polished for daily operations.

• Built the dashboard navigation for child pages (so the dashboard and its sub-pages have a consistent menu and “Log Out” placement).

• Fixed styling issues so the dashboard menu matches the look/quality of the client portal navigation.

• Ensured the correct styles were loading in the right place (no broken structure or missing CSS).

• Added and verified the correct dashboard menu links (Price Lists, Company Search, View Client Price List, Create New Price List).

This gives us a stable, professional dashboard foundation we can keep expanding without the UI becoming messy.

• Quality Control Testing for Invoicing Automation Project
  • Provided notes to developer on improvements for user friendliness regarding
    • Adding a customer
    • Assigning a discount to a customer

• Resolved the white screen issue affecting the staging site

• Restored access to the login page and other site pages

• Fixed additional minor bugs discovered during testing

• Confirmed no rollback of recent work was required

• Meeting with Samual Turay
  • Dividing Tasks
  • Added ToolTips plugin
  • Trying to find out why the price list page is creating an error.

• Investigated staging site login issue
• Identified the problem as plugin-related rather than site configuration
• Temporarily disabled the affected plugin to maintain stability
• Assessed rollback options as a precaution while continuing investigation

• Testing of Invoicing Automation
• Demonstration of Invoicing Automation Process

• Improved customer price list PDF access so files can be viewed in-browser
• Confirmed correct PDF-to-customer mapping
• Began diagnosing staging login page issue where content is not rendering

• Reviewed and validated the customer price list PDF generation setup
• Ensured PDFs are correctly linked to the right customer records
• Prepared the groundwork for improving how PDFs are accessed (view vs download)

• Organised all deliveries by delivery area so they are easier to plan and dispatch

• Combined multiple orders from the same client and address into a single delivery

• Ensured urgent items are clearly visible on the load list

• Restored all customer order notes so nothing is missed during delivery

• Fixed the daily load list download so it prints the correct information

• Matched the printed load list to what is shown on the screen

• Improved the load list table so it can be searched, sorted, and paged

• Enabled the system to automatically move confirmed orders to the "On Packing List" status.

• Scheduled the packing list automation to run every morning at 04:00 AM.

• Built the "Daily Pick & Pack List" PDF generator.

• Configured the PDF to group items by Company Name to help the warehouse team.

• Created the different automation stages workflow.

• Orders status changes from "Pending" to "Confirmed" upon shop manager approval

• Can retrieve only "Confirmed" orders to be used in the PDF

• Resolved the logical error preventing the system from processing delivery dates correctly.

• Implemented the new "Load List" dashboard to display a schedule of upcoming deliveries.

• Added logic to automatically group all orders by their specific delivery date.

• Upgraded the delivery list table with improved sorting and visual layout.

• Established the page structure and navigation for the detailed daily packing lists.

• Created the daily load list page, a main schedule view that displays all confirmed orders organised by delivery date.

• Created the load list detail view, a dedicated page that breaks down the full day's schedule, grouping orders by Client Name for the warehouse team.

• Created the custom list table, a clean table layout that displays Product Names, Quantities, and Order References clearly.

• Daily packing lists now group multiple orders from the same client into a single section.

• The system no longer displays blank or empty entries on the list.

• The "Download List" button on the dashboard now correctly generates the PDF for that specific date.

• Added a "Dispatch All" feature to update all orders for the day with one click.

• Registered a new Driver account type in the system.

• Built a secure login process that takes drivers directly to their own dedicated portal.

• Restricted drivers from accessing any administrative or warehouse management screens.

• Created the "My Deliveries" dashboard for drivers to view their daily tasks.

• Enabled the system to automatically send "Out for Delivery" orders to the driver's phone/screen.

• Designed the delivery list with a clear, easy-to-read card layout for mobile use.

• Added visual badges to clearly distinguish between Urgent and Standard deliveries.

• Finalised the delivery completion screen, allowing drivers to easily capture a digital customer signature directly on their phones before finishing a job.
• Simplified the "Proof of Delivery" photo upload to work better on mobile phones.
• Updated the driver portal so it doesn't try to load every single order at once. It now loads 10 orders at a time, with "Previous" and "Next" buttons, which makes the page faster and easier to use.
• Added a clear "Open Map" button to each order card. This lets drivers open Google Maps for the delivery address with a single tap.

• Refactoring and testing the order delivery workflow.
• Researched the new legal binding signature approach with E-Signature
• Created a sandbox to test the new approach.
• Research the html canvas for drag and drop functionality

• Resolved issue with allowing shop manager to edit all client discounts

• Connected the Driver Portal directly to the new Delivery Confirmation screen.

• The delivery order details custom order item shortcode lists delivered items for verification without manual entry.

• Replaced the standard signature box with a formal, legally binding digital document system.

• Added a mandatory Acknowledgement of Receipt clause to protect the company in case of future disputes.

• Streamlined the workflow so the driver simply selects the order, the client verifies the items, and signs the official document immediately.

• Refined the Delivery Confirmation workflow to ensure ease of use for drivers and clients.

• Implement a new drag-and-drop feature for order cards in the Driver Portal to improve how drivers organise their tasks.

• Began development on the new features to further streamline the delivery process.

• Continued testing and verification of the digital signature system.

• Restructured the Delivery Confirmation form into a multi-step workflow

• Implemented the functionality to convert order lists into verification checkboxes

• Configured the backend logic to dynamically populate the form with live order data

• Added a dedicated notes field for clients to record delivery discrepancies

• Updated the E-Signature document template to display only verified items

• Testing Invoice Automation Process
• FIX
  • Released an update to correct the prices of non-discounted products for when a client creates an order.

• Created a dedicated Driver Order Editor interface for modifying live orders

• Integrated an edit button into the delivery workflow that links directly to the specific order entry

• Configured secure access tokens for the driver editing interface

• Established a redirection loop to return drivers to the verification step after editing is complete

• Added a dedicated internal field to the client order form for driver reporting

• Configured distinct workflow inboxes for handling clean deliveries versus discrepancies

• Developed backend logic to automatically route signed orders to the correct workflow step based on driver notes

• Development
  •  Feature: Role-based home page
    • Added functionality to automatically redirect operational users (Shop Manager and Driver) to their respective dashboards when they navigate to the site's home page (e.g., by clicking the logo).
      • - Shop Manager → /dashboard/
      • - Driver → /driver-portal/
    • This ensures users stay within their designated portal areas and provides a more seamless experience.

• Implemented a helper function to retrieve the parent Order Entry ID from the HTTP referrer URL

• Configured the system to extract the Client User ID from the retrieved parent order object

• Updated the core pricing function to utilise this extracted ID when standard form inputs are empty

• Adjusted authorisation checks to allow staff (Drivers/Admins) to calculate pricing on behalf of a client

• Client Price List
  • Implemented custom discount pricing

• Implemented a new adapter to control workflow button labels

• Renamed the Manager Approval buttons to Confirm Order and Cancel Order

• Applied a forest green color theme to the workflow action box

• Color-coded the Confirm Order and the Cancel Order button

• Continued:

  • Implementing a new adapter to control workflow button labels

  • Renaming the Review Discrepancy submit button to Mark Reviewed and Generate Invoice. Still on it

  • Renaming the Move to Invoice submit button to Generate Invoice. Still on it

  • Adding automatic highlighting for the Driver Delivery Report field in the order view. Still on it

• Testing
  • Client Price List and Order Workflow

• Ensured custom discounted pricing is correctly applied so clients always see their specific rates.
• Added functionality for drivers to edit delivery orders directly within the portal before final confirmation.

• Continued fixing client pricing so they see the right discounts.
• Fixed login problems so everyone goes to the right dashboard.

• Fixed Deliverletting drivers edit orders directly in their portal.
•  Organized the code to follow the core framework better.
• Working on the client password reset feature.

• Showcasing Invoice Automation system to Rob Picolo
• Documenting feedback from Rob Picolo
• Documenting discovered bugs
• Created Tasks for developers to resolve bugs

• Review recent changes to the staging site
  • Workflow for Invoice Automation system has been restored
• Update PDF to take up ≈ 30 pages instead of 50+
  • PDF is significantly more compact to display more items on each page

• Add default location of "Not Provided"
• Meeting with Andre and Rob to demonstrate site
  • Demonstrated Delivery Process and Proof of Delivery
  • Customer User Roles Defined
    • Full Access
    • Limited Access
  • Switch To Access for Shop Manager
  • Same day delivery

• Troubleshooting
  • Set password email does not include the link to set password
  • Discovered that the email was being sent before the account was created on wordpress
  • Deactivated Notification via Gravity Forms
  • Created WP hook to send email after submission of Form 16
  • Tested on local
  • Pushed to Dev

• Created Switch To Ability for Sales manager to switch to client and place an order
• Developed FrontendUserSwitchUsecase class in AVSNI plugin
• Developed locally and tested
• Installed on staging site and tested

• Create Roles to apply pricing viewing rules
  • Owners/Buyers can see prices
  •  Site Managers can order but not see prices.

• Developing ability for Owner and Site Manager Roles
  • Owner can see pricing
  • Site Manager can order but not see pricing

• Added DataTables responsive plugin for the load list and applying a mobile card layout to the load list details table.
• Implemented a mobile-friendly card layout for the multiple entries tables in both the View Client Price-list and Order History views.
• Restructured the detailed Single Entry views to stack neatly on mobile and tablet screens while preserving the layout of complex nested data like order items.

• Tested user experiece (Screenshare with Rob)
  • https://docs.google.com/document/d/1yF7ClKz1bjsdt7iiMZ8CCVpBeJ4xgwgn6r69DSgRUWY/edit?usp=sharing

• Quality Testing the mobile friendliness for shop manager and client views

• Met with Rob
• Screenshare
• Tested
  • Client order placement
  • Order receipt
  • Order deliver
• https://docs.google.com/document/d/1_5LqZjm32q7kkb4SiOpC2JXFZg1omUG-HDB9KqTE_c4/edit?usp=sharing

• Added placeholder text for indicating the type of value the "Other Custom Discount" requires

• Developed a confirmation page that displays after a user submits a new Price List, confirming the submission was successful.
• Developed two navigation hyperlinks on the confirmation page:
  • "Create new Price List" — allows the user to immediately submit another price list.
  • "View this Price List" — navigates the user to the price list they just submitted.
• Ensures the user (e.g. Rob) can verify their newly added price list directly after submission.
• Developed and functional on avsni.smplfy.dev.

• User get redirect to the outstanding deliveries after delivery/note is signed

• Add the product code at the beginning of product names in dropdown when client is ordering a product

• Investigated and resolved several underlying issues that were blocking progress on the custom price list PDF feature
• Identified and resolved missing components required for the PDF to generate correctly
• Confirmed the feature is in place and the environment is fully set up for testing
• The next step is to generate a test PDF to verify the pricing is working as expected

• Worked alongside Koigor to implement an update so that products from the VIP price list are also displayed in the Custom section without a discount applied
• Prior to the session, the local development environment was set up incorrectly, which was preventing changes from reflecting — this was resolved during the session
• The change has been confirmed working and is the first stage of a larger task — further work is required before this is ready to be deployed to the live site

• Improved product search experience on the order form for mobile users.
• Developed a search filter on the product selection field, allowing clients to type a product name instead of scrolling through the full list.

• Enabled users with the Shop Manager role to add new products and edit existing products.
• Enhanced product creation form field descriptions for better user experience
• Reorganized Shop Manager dashboard operations into logical categories (Product Management, Pricing & Lists, Orders & Operations, Search).

• Add a page for client to add site managers called Add Site Manager
• Site Managers after creating a password for their can login and order on behalf of the client/company
• The Site Manager doesn't have access to any of the other pages or see the item prices or total

• Change the confirmation page to say:
  • Create another price list (link to the page)
  • View this price list (link to view the price-list pdf)
• When View this Price List is clicked it opens the pdf of the price list

• Updated PDF Template for Custom Price List
  • A discounted item displays on both the discounted row and the full catalog
  • Developed the cover page for the price-list with AVSNI and the respective client/company logo
  • Developed the About Us page for price list
  • Developed a hyperlink Table of Content for the price-list

• Discussed Adding a New Product implementation with Andre

• Shop Managers can Add and Manage (edit) products
• Shop Managers can Add and Manage (edit) product categories
• Shop Manager Dashboard is organized by category of operation
• Added defaults on the markup and discounts fields
• Added a legend that explains the discount structure and instructions
• Updated the form confirmation page to say "Your product has been added. +Add another"

• User's name is Displayed and their role in the menu area

• Met with Andre to discuss the changes in sorting the pdf price-list
• Andre told me to make the product code column to align

• Connected the electronic signature system (e-signature) to the delivery records. Now, when a client signs a delivery note, the system successfully finds the related order and captures the delivery photo in the background.

• Tested the Site Manager order placement flow
• Verified the Site Manager doesn't see any pricing when adding an item
• Verified the order item table doesn't display the Total (price) column and the order total price to user with the role of Site Manager
• Verified the order placed by a site manager is added to the company's order history view
• Pushed the update/changes to the staging site

• Verified the discounted pricing are from the Table of Contents
• Verified the discounted pricing section is removed.
• Verified product categories don't repeat
• Verified products in the price list are sorted by Category, then by Product Code
• Verified all product names are visible in the price-list
• Pushed updates to the staging site

• Connected the delivery photo and the signed document link to the client's original order automatically — no manual steps needed after a delivery.

• Met we Andre to discuss on sorting the price-list by categories (product family)
• Used the mock up - TIMCO Product Catalog pdf to guide the discussion
• Work through possible solutions and approach

• Tested and found the photos were not appearing — identified and fixed the cause.
• Tested again with two photos — only one was saving. Fixed so all photos are captured.
• Confirmed working: after a driver completes a delivery and the receiver signs, all photos and the signed document link appear on the order automatically.
• Pushed the code to staging and testing it on the staging site to verified the solution is reflected and applied

• Order workflow steps were in the wrong order and the delivery form had a workflow on it that shouldn't have been there, causing a hidden conflict.
• Fixed both, inbox now works correctly.
• Inserted Proof of Delivery images and Signed document link to the order entry

• Removed the "Reject" button from the Shop Manager's (now Sales user role) approval screen to enforce correct invoice processing.
• Configured the system so this change strictly applies to the Pro-forma workflow without breaking other approval processes.
• Built a backend security rule to ensure the restriction cannot be bypassed by tech-savvy users manipulating the browser.

• Discussed with Andre the different new roles and their permissions related to their respective operation flow

• Planning session for restructuring how the customer price list PDF should be laid out.
• Currently the price list groups products alphabetically by category only (e.g. Abrasives, Adhesives & Chemicals, etc.). You (Rob) wants it to match the TIMCO catalogue style — grouped by Product Family first (e.g. Screws, Fixings, Nails), then category, then individual products underneath.
• I reviewed Master Price-list in full to identify all 18 Product Families and which categories sit under each but I have some questions I want clarity on from you, so we have a clear map of what belongs where.
• The forms Andre built (Product Families manager and the Bulk Edit form) are ready for future use when adding new products, but the existing ones need to be filled in first.
• Agreed approach (me and Andre): write a script that automatically reads each product's existing category and assigns the correct Product Family to it — much faster and safer than doing it manually through the website one by one.

Link to the Video for the Questions I want clarity on:
https://drive.google.com/file/d/1YZLRT1-PwH43AHXAvTCN5uESIxLmT4tH/view?usp=sharing

• Completed comprehensive mapping of all 16 Product Families and their display order based on your Master Pricelist
• Verified product categorization across your entire catalog of 1,619 products to ensure accurate data structure
• Confirmed all 107 product categories align correctly with your Master Pricelist specifications
• Identified and excluded test data from the update process
• Prepared automated update process to assign proper Product Family and Sort Order to all products, pending final testing before implementation

• • Successfully implemented automated Product Family and Sort Order assignment across your entire product catalog
  • Completed pre-deployment testing to verify accurate data mapping for all 1,615 active products
  • Applied updates to production database with all products now properly categorized and sequenced
  • Restructured price list PDF with new three-level organization: Product Family → Category → Products
  • Added numbered table of contents with Product Families (e.g., 01. Screws, 02. Fixings) for easier navigation
  • Formatted each Product Family to begin on a new page with category sub-headings in bold red
  • Refined column spacing for improved readability across product code, name, and pricing
  • Submitted updated PDF for visual approval

• Configured role-based access controls for three new staff user types: Load, Sales Person, and Approve
• Load users are directed to the Load List page with navigation restricted to relevant functions only
• Sales Person users access a streamlined dashboard displaying only Create New Price List and View Client Price List options
• Approve users are directed to the Inbox with access limited to approval workflows
• Customized navigation menus for each role to display only accessible features, preventing confusion and unauthorized access

• Renamed "Load List" to "Loading Portal" throughout the system to maintain consistency with updated page naming
• Restored full site navigation visibility for all operational staff roles
• Implemented multi-role user support with intelligent dashboard display based on combined permissions
• Multi-role users now see consolidated dashboard sections for each assigned role (e.g., Sales Operations and Driver Portal for users with both roles)
• Shop Manager role displays full dashboard access when present in user's role assignments
• Single-role users retain existing login flow and navigation experience without changes
• Completed testing across all role combinations and deployed to staging environment