Specsavers
Summary
The client required a stationery portal for all of their branches to use across the UK and Ireland, which consists of their optical, hearing and domiciliary divisions. They required all of thier branches to have access to their relevant division and products on the system. When a user logs in, the client wanted all the templates to automatically populate with the relevant branch details.
My Tasks
- Set up profile data to capture the branch contact details for auto population
- Create product templates
- Style portal with Specsavers branding, including unique images for each division
- Look after any required portal and template amends
Categories
I created 2 categories of products for the users to choose from. 'Personalised Stationery', which contains the editable templates and 'Stock Items' which contains non print items.
Product categories
All divisions have access to 'Personalised Stationery', with the Optical and Hearcare divisions having access to the additional 'Stock Items' category.
Products
Available products include Business Cards, Store Cards, Appointment Cards, Letterheads.
Personalised Stationery
All of the Personalised stationery is populated with the location details.
Business Cards
I created 2 steps for editing - the first step is for the user to populated their own details such as Name and job title. The second step contains editable fields containing the store address and contact details. I configured the fields so that they are directly pre populated from the profile data.
Store Cards and Appointment Cards
I created editable profile data fields containing the store address and contact details. The client wanted to have a choice of messaging at the bottom of the card and so I created a ‘message’ drop down menu which as a list of options.
Optical Record Cards
This contains the standard pre populated fields which the user can edit if need be.
Compliment Slips
As per the business card template, i created 2 steps for editing - the first step, address and contact details, has editable fields containing pre populated store details, along with an email address field. The second step, 'Directors', contains editable fields so that the user can include the details of up to 5 Company Directors.
Receipt Book
This product was required for the Home Visits division only. There is 1 field for the user to input their starting/latest receipt number, which appears on the top right of the page.
Stock Items
As stock items are non print and do not require editing, it was just a case of adding the products, along with thumbnails and setting up a notification once an order is placed that would go back to the client.
