Action history tab
- Morgane Houdayer
- Thibault Galharret
Introduction
This feature is in beta mode, and improvements are underway.
In a fast-paced store environment, it's essential for every user to be able to easily trace the actions carried out. The Store App's new Log History tav meets this need, bringing transparency and traceability to all interactions carried out within the application.
This feature gives each user profile access to a log adapted to their role:
Vendors can consult all the actions they have carried out from their interface. This enables them to better understand their manipulations and, in the event of error, to provide precise information to support to facilitate the resolution of any problems.
Vendor managers, meanwhile, have a global view of the activities carried out by their team members on store orders. This enables them to identify those responsible for each action, and ensure better operational follow-up.
History is thus a key tool for reinforcing accountability, improving collaboration with support staff and streamlining the management of point-of-sale operations.
Configuration
By default, the new tab will be activated on every Store App
Deactivation
The action history tab can be removed in just a few clicks from the Backoffice.
Go to the Configuration > Store App > Menu page. Click on the menu you want to remove the tab.
Then, drag and drop the page from the left-hand sections to the right-hand pane. Save the changes. to.
Log out and log back in to the Store App, and you'll not see the history tab in the menu.
To add the tab again, simply do the reverse operation from the same configuration screen.
User roles
By default, only users with a vendor_manager role see the actions of all people assigned to the shop. Other roles only see their own actions, and cannot access the information of others.
This configuration can be changed on the Configuration > Store App > Pages > Action History > Specific Settings page in the Backoffice. Advanced roles can be added or removed.
How does the page work?
Listed actions
Most of the actions carried out on the Store App are listed on this page. They can be divided into 4 main categories:
Order progress actions
Any action that moves the order forward, often represented by a green button. For example: claim, pack, bag, dispatch… etc.
Problems reporting
Actions that signal an anomaly, such as unavailability or issues, often represented by a white button.
Please note: in case of unavailability, 2 logs are displayed: the unavailability itself, and the release of the order.
Document generations
Each time a document is generated from the store app, it can be retrieved and reprinted from the history.
Order creation from the Catalog
For those who have the Order In Store module, as soon as an order is created from the catalog, a log will be displayed.
Specific display features
The display has been adapted to certain specific cases:
If several orders have been declared during the same action (for example, when the parcels are handed over to the carrier). In this case, we only display 3 orders and the rest have to be unfolded.
When an item is declared unavailable, details of the item can be displayed in a pop-up by clicking on it. The display configuration can be modified from the Configuration > Store App > Pages > Action History > Display properties page of the Backoffice.
If the Orders tab is activated in the menu, you can redirect to the order by clicking on the link. Otherwise, a copy/paste function is available.
With Orders tab
Without Orders tab
Available filters
To make it easier to find the actions carried out, you can filter in 3 different ways:
By date:
By default, a one-week filter is applied when the page is accessed. However, this period can be changed using the display at the top right of the screen.
By user:
Advanced roles (vendor_manager by default) can access the actions of all users in the store. They can then use a filter to see only the actions of a particular person.
By a specific order:
The search bar at the top allows you to search for orders by id, user name, address etc... When you click on an order, only the corresponding logs are filtered. The date filter is then ignored.
