Proposal For B2B Website Development

Date - 5th April 2022

Prepared by - Kiran Maru

Hello@[Link] +1 306 713 4410 [Link]

 Index
Purpose.............................................................................................................. 3
Objective............................................................................................................ 3
Team Structure................................................................................................... 3
Detailed Project Timeline....................................................................................4
Key Proposed activities and expected deliverables.............................................. 4
Customers of the system..................................................................................... 4
Revenue model................................................................................................... 5
Scope of Work.....................................................................................................5
❖ Customers will have the following features/functionalities:................... 5
❖ Admin will have the following features/functionalities:....................... 10
Assumptions..................................................................................................... 15

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 Purpose
The purpose of this document is to provide an understanding of the project and also provide a
ballpark estimation of the time required for developing the B2B platform project.
This document also depicts any assumptions or uncertainties to be addressed, narrates the
well-defined requirements along with their implications and effects throughout the system, and
provides an idea of who will use the system and how.

Objective
The purpose is to create a solution for consumers looking for jewelry products and to provide a
platform for them to view and purchase jewelry products. It aids in the generation of additional
sales, the enhancement of credibility, and the development of brand recognition.

Team Structure

● Business Analyst: ● Quality Assurance:

Requirement gathering, Wireframe Test casing preparation, UAT report
creation, Workflow Diagram, preparation, Regression testing,
Feedback on understanding, Scope Heads-up for product delivery on
of work creation. lower environment
● UI/UX (Creative Team): ● System Architect:
Craft design based on requirements Craft the environment for the
and customization based on color deployment, CI/CD setup for smooth
and branding. deployments, Resource
● Developers: optimizations and cost-optimized
Front-end - To customize the theme solution, Server health monitoring
and UI based on requirement setup, expertise with managed
Backend Developer - To address the services.
functionalities based on the scope of ● Project Manager:
work Technical resource planning and
Unit Testing - Match Deliverables, allocation, Planning of project
Lower environment Deliverables (Sprint + Deliverables) and defining
(Dev/Staging) timeline, Communicating with all
Stakeholders, Project performance
evaluation, Act as a Scrum Master.

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 Detailed Project Timeline

Resource Name Total Hours M1 M2 M3 M4 M5 M6 M7 M8

Business Analyst
UI/UX Designer
U
Developer
Developer A
Quality Analyst
T
System Architect / Tech Lead
Project Manager

Key Proposed activities and expected deliverables

● BA Phase ( Deliverables - Customer stories, Wireframes & Flow Diagram )

● UI Design & Development ( Deliverables - Design files & Source files )
● Deployment ( Deliverables - Server Configuration & Architecture )
● UAT ( Deliverables - Customer Acceptance Testing )
● Support & Maintenance ( Deliverables - System Improvement )

Customers of the system

(Super Admin)

● On-Boarding: We will add Super Admin login details directly into the database, and he
or she can log in using those details only.
● Things he/she could do:
○ Can enable or disable the customers if the admin gets a complaint against any
customer in an email.
○ Can view the details of the total number of customers and their orders.
○ Can view the statistics, like the number of orders and their status, and the total
earning amount.
○ Can view the details of each registration payment and its related customer
details.
○ Admin can manage products, product categories and product inventory
○ Admin can set the unique pricing for specific customers
○ Admin will be in care of order delivery.

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 ( Customers)

● On-Boarding: Customers could add themselves by registering and entering their

registration details. When the admin verifies them, they will be able to access the
platform.
● Things he/she could do:
○ They can view the listing of jewelry products and make purchases.
○ They can also view different categories and subcategories of the products.
○ They will receive credit amounts based on their purchases.

Revenue model
● The proposed project's revenue model is as follows:
● Admin:
○ Admin will receive revenue based on their sales order.
● Customers:
○ The customer must pay registration costs.

Scope of Work

❖ Customers will have the following features/functionalities:

1. Customer login
● The customer will be able to sign in to the website by entering the following credentials.
○ Email Id
○ Password
○ Option to ‘Sign In’
■ On clicking this option, the website will check the credentials, and
if the data matches then allow accessing the website.
● Forgot Password Link
○ On clicking this option the admin will be navigated to the forgot password page.

2. Forgot Password
● The customer will have to enter their registered email address to reset their password.
● The system will check if the mail ID is registered or not, and if the customer is
registered, they will receive a link to reset their password on their registered mail ID.

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 3. Reset Password
● The customer will have to enter the following details to reset their password:
○ New Password
○ Confirm New Password
○ Option to ‘Save’
■ On clicking the new passwords will be saved to the system and
the customer will be able to sign in using that password.

4. Customer Registration
● Customers will be registered by filling out the registration form.
● Customers need to pay the registration fee on registration.
● When the admin verifies the customer registration, they will get access to their profile.

5. Home page
● Header will include logo, Navigation links, Mega Menu, Mini cart, Login/sign up[for the
guest customer], My account,
● There will be a list of categories
○ Clicking on categories, customers will be redirected to the category associated
product listing page.
● Customers can view the slider image banner.
● The customer will be able to search for jewelry products using keywords such as
product name, product category, product subcategory, etc.
● Customers can view the products which are associated with Instagram feed
● Customers can view the promotional blocks.
○ Customers can view different promotional blocks that will be managed by the
backend
● The customer can view the list of suggested products.
○ Suggested products will be displayed based on the search and interests of the
customer.
● The customer can view the list of best-selling products.
○ The customer can filter the best-selling products by their categories.
● Footer will include social media icons and quick links to the CMS pages.

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 6. Product listing page
● It will include any product category banner.
● We can consider layered navigation, as it makes it easy to find products based on
category, price range, or any other available attribute.
● Users will be able to view the list of products.
● Users can view the product image, Product category, product subcategory, product title,
tags, special price, default price, add to cart, and add to wishlist.
● User can filter the list by
○ Category and Subcategory
○ Price Range
○ Rating
○ We can put other jewelry-related attributes based on the requirement.
● User can Sort the list by
○ Price: High to Low
○ Price: Low to High
○ Top Ratings
● Customers can see the last 3 viewed products from the product listing page and product
detail page.

7. Product detail page

● Users will be able to view the details of the product.
● Product details include product images container, image preview, product category,
product subcategory, product title, special price, default price, average star rating, total
# of reviews, and discount tag in [%] over the image.
● Users can add the product to the wishlist, add it as a cart and add it for comparison.
● Product attributes
○ We can decide based on products
● Product reviews
○ Advance review- Advance review and rating will be shown like how many
reviews for the 5-star rating, 4-star rating, and so on..
■ Link: [Link]
○ Write a review
● Related Products
● Upsell products

8. Product comparison
● This will contain the product image, product details, special price, default price,
quantities, add to cart, add to wishlist, add to comparison, and product reviews & rating

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 ● User can do price comparison
● We can set attributes for comparison

9. Cart page
● Users can view product details as product summary.
○ Estimate shipping date
○ Estimate Shipping & Tax
○ Subtotal
○ Tax
○ Order total
○ Checkout
● List of added products
○ Product Details
○ Manage products
■ Update Quantities
■ Continue shopping
■ Remove products
● Here it will also show cross-sell product listings.

10. Checkout page

● Shipping
○ Shipping address w/ zip/postal code
○ Shipping Method
○ Order summary
■ Order summary will contain the same details and functionalities as per
the default provided by Magento
○ Coupon code
■ Users can apply the coupon code at the time of purchase.
● Review & Payment
○ Billing address w/ zip/postal code
■ Add New address / Edit address / Select from the saved address
○ Shipping address w/ zip/postal code
■ Add New address / Edit address / Select from the saved address
○ Order summary
■ Order summary will contain the same details and functionalities as per
the default provided by Magento
○ Payment Method
■ Users can make the payment using their credit limit.

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 ● For example, if the credit limit is $25,000 for the customer, then
the user can purchase up to this amount.
■ Stripe payment gateways will be integrated to manage credit card and
debit card payment methods.
○ Place an order-
■ Users can make the order by using their credit limit.
■ If the user does not have a sufficient credit limit, he can pay for the order
using Stripe.
■ Users will be redirected to the payment gateway and can purchase the
order.

11. Blogs
● Users can view the list of blogs
○ Blog listing- It will include the Blog title, Blog category Blog image, Blog
description Published date.
○ Blog detail page- It will show blog details with more blog descriptions
■ Share the blog- Users can share blogs on social media platforms like
Twitter, LinkedIn, and Facebook.

12. View reports

● Auto Report Generation (Order, invoice)
● Order summary report
● Canceled order summary report
● Order status report
○ Report of dispatched orders, delivered orders, return orders, and exchange
orders.

13. Email Notifications

● Welcome Email
● Reset Password
● Order Confirmation Email
● Invoice [when order is delivered]

14. My account
● Custom can view their account details
○ Edit profile / Change password
○ My orders
■ Order listing- Customers can view all their order listings till date.

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 ■ Order details- Customers can view more order details on the order detail
page.
○ Account information and credit limit details
○ My wishlists
○ Addressbook
○ Given reviews
○ Subscription to newsletter

15. Other CMS page

● List of CMS pages:
○ Who we are
○ Why choose us
○ FAQ,
○ Contact us
○ Conditions
○ Privacy Policy
○ Payments and shipments

❖ Admin will have the following features/functionalities:

16. Admin login

● The admin will be able to sign in to the website by entering the following credentials.
○ Email Id
○ Password
○ Option to ‘Sign In’
■ On clicking this option, the admin panel will check the credentials,
and if the data matches then allow accessing the website.
● Forgot Password Link
○ On clicking this option the admin will be navigated to the forgot password page.

17. Forgot Password

● The admin will have to enter their registered mail id to reset their password.
● The system will check if the mail id is registered or not, and if the admin is registered
then they will receive a reset password link on their registered mail id.

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 18. Reset Password
● The admin will have to enter the following details to reset their password:
○ New Password
○ Confirm New Password
○ Option to ‘Save’
■ On clicking the new passwords will be saved to the system and
the admin will be able to sign in using that password.

19. Dashboard
● Admin can view the following statistical data:
○ Total registered Customers
○ Total Orders
○ Total Earnings

20. Customers management

● Admin will be able to manage the customers (Registered Customers) of the site.
● Admin will be able to view the list of all customers of the site.
● Admin will be able to Search the list of all customers of the site.
● Admin will be able to Activate or deactivate the customers of the site.
● Admin can view/ manage their credit limits.
● Admin can set a particular price for a specific product for a certain customer.
● Data for products, each customer's credit credits will be received from another ERP
system, and data for all orders will be transmitted to the ERP.

21. Products management

● Admin can manage the products for both simple & config. Also, the admin can mark the
product as featured
○ Add/Update/Delete Products
○ View List of Products
○ Active/Deactive Products
○ Manage pricing for the products

22. Product categories management

● Admin will be able to manage the categories & subcategories
● Admin can set the categories/collections as featured and respectively these will be
shown on the homepage.
● Admin will be able to Activate/Deactivate the Categories and the Subcategories of
products on the website.

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 23. Manage Product Attributes, Attribute Sets, and Attribute Values
● Admin will be able to manage the product attributes Product Attribute sets, and
Attribute values
○ Product Attribute Listing
○ Add/Update/Delete Product Attribute

24. Manage Review & Rating

● Admin will be able to manage the product attributes Product Attribute sets and Attribute
values
○ Product Attribute Listing
○ Add/Update/Delete Product Attribute.

25. Manage Inventory

● Admin will be able to manage the product attributes Product Attribute sets and Attribute
values
○ Product Attribute Listing
○ Add/Update/Delete Product Attribute

26. Manage Invoice

● Admin will be able to manage the product attributes Product Attribute sets and Attribute
values
○ Product Attribute Listing
○ Add/Update/Delete Product Attribute

27. Order Management

● Admin can View and Manage the List of all received orders as per the default
functionalities provided by Magento
○ Add/Delete order
○ View list of orders
○ Search Order

28. Manage Coupon Codes

● Can add & manage sitewide coupon codes as per the default functionalities provided by
Magento
○ Coupon Code Listing
○ Add/Update/Delete coupon code
○ Set a flat amount or percentage discount.

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 29. Blogs management
● The admin has the ability to search and filter the blog
● Admin can manage blog details, including enabling and disabling blog categories.
● Admin can edit or delete existing blogs and create new ones.

30. CMS Pages

● Admin will be able to change or manage the homepage, other content blocks, and
promotional blocks.
● Admins can also manage the configuration of CMS pages.
○ List of CMS pages
■ Who we are
■ Why choose us
■ FAQ,
■ Contact us
■ Conditions
■ Privacy Policy
■ Payments and shipments

31. Reports
● Auto Report Generation (Order, invoice, GST Data)
● Order summary report
● Canceled order summary report
● Order status report
○ Report of dispatched orders, delivered orders, return orders, and exchange
orders
● Sales report
● Inventory report
○ Inventory report with product code opening stock closing stock (today,mtd, ytd)

32. Email Notifications

● Welcome Email
● Payment Failed
● Contact Form
● Reset Password
● New Account
● Order Confirmation Email
● Invoice [when order is delivered]

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 33. Chatbot integration
● The chatbot allows users to communicate with backend staff members or get answers to
predefined FAQs for customer support.
○ At the time of the final estimate, the feasibility of features provided by the
chatbot will be checked.

34. Email Marketing

● It helps admin/ Gaurav with email marketing via email campaigns to reach out to other
businesses/ customers or existing customers.
● It helps to interact with sales prospects (B2B) via their work email, provides product
information to them, and turns them into marketing-qualified leads (MQLs) for the sales
team.

35. Shipping Method

● At this time, we assume that admin will handle shipping based on the types and prices
of the products.

36. Payment Gateway Integrations

● We consider the stripe payment gateway or any similar to that as per the client's
preferences.
○ Stripe Payment gateway

37. List of Extensions

● Elastic Search
○ [Link]
● Advanced Product Reviews
○ [Link]

38. Testing
● All our work is fully tested for Browser and fully Functional as per the scope of the
Project.
● Each of these different test areas enables us to ensure that the systems we develop are
bug-free, meet client expectations, and fulfill end customers’ functional and aesthetic
needs.
○ Will Check Browser Compatibility with the Recent stable one version.
○ Functional and Flow testing on the staging server with Test order.
○ Functional and Flow testing on the production Server with Placing Test
order.

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 39. Deployment
● Deployment on the staging server Single times with different releases
● Deployment on the production Server single time only.

Assumptions
● We would like to understand product delivery and the complete supply chain in detail.
● We'd like to talk about how the products will be delivered. Could you perhaps
recommend which shipping method we should integrate, if any?
● We would like to discuss dispute and damage management if, in any case, it happens.
● We would like to understand return and refund management if customers make a
request.
● We would like to know your current ERP system, which will integrate with this platform,
and the required data to be synchronised between the two systems.
● We would like to discuss the store approach for each B2B customer in detail.

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