Inventory Reconcile
UX Process
The client
BLAZE Retail – Dispensary POS Software designed for budtenders, delivery drivers, and front desk personnel to make life easier.
The goal
Give the user a faster way to assign mandatory reasons for inventory reconciliation. Let’s walk thru an example of a ticket and how I write User Stories and Establish Acceptance Criteria.
The Ticket
This ticket was sent to me from Support. They want to expand on the existing message copy and add a few fields to our existing form. They attached a screenshot of another product highlighting a feature we should also support.
User Story & Acceptance Criteria
This is another Image attached to the ticket showing our current form with numbers that correspond with certain callouts above.
Story:
As a user, I want to choose the reason and apply it to every item/product during the reconciliation process. So that I don’t have to manually set every one individually thus saving time and errors.
Acceptance Criteria:
Submitting a Report needs to have reasons for BLAZE & METRC as well as a field for notes.
The Outcome
Over 90% of submitted reports have used the Template Feature & Customer feedback has sprung interest in the newly discovered Split Difference feature. Only time will tell if we get around to that next project.
