Spreetail

Streamlining the Order Creation process by adding multi-origin supplier visibility to the workflow.
role

UX/UI

Research

tools

Figma

timeline

Aug - Oct 2022

about

Spreetail is a full-service ecommerce accelerator that partners with manufacturers who want to grow their ecommerce reach & revenue without scaling up complexity or risk.

challenge

Increasing shipping origin overrides are causing workflow delays.

Spreetail is partnered with hundreds of  vendors who ship their inventory from multiple warehouses. Since inventory is usually shipped to all seven of Spreetail’s warehouses at once, the process for deciding which origin point to ship from is automated, and does not exist in the Order Creation module. As Spreetail scales, the need to override shipping points and rewrite entire POs grows in proportion to the amount of multi-origin vendors working with Spreetail. Not only does this disrupt and delay the Supply Planner’s workflow, but ulimtately leads to delayed deliveries.

Supplier ship points may need to be altered due to inventory shortages or any warehouse disruptions. For that reason, its important for the Supply Planner to have the ability to make such changes during the Order Creation process.

existing challenges

No supplier origin visibility

Supply Planners desire the ability to see where items are coming from on the PO level, and route visibility on the Item level.

No bulk item management

What if a SPer had to remove all items shipping from one of the origin points?

Cluttered chart metrics

Item grade, MAP (minimum advertised price), and unit cost are item-specific and should not be on the PO overview page.

how fulfillment works

Items can ship from Origin 1, Origin 2, or Origin 1 & 2

The distribution of inventory between Supplier Warehouses and Spreetail FCs is dependent on origin proximity to FC and item availability at each origin.

exploring use cases

Multi-Origin Management

Purchase Order (PO) Level

Supply Planners desire the ability to view which origin point an item is shipping from, and edit origin point across multiple items, at once.

What if Origin 1 suddenly ceases operations? 

What if ORIGIN 1  no longer has ITEM A or ITEM B in stock?

Item Level
Supply Planners desire the ability to edit individual routes for a specific item, as well as the individual quantities being shipped to each Spreetail facility center (FC).

What if ITEM A shipment from ORIGIN 1 to Nebraska FC needs to be picked up from ORIGIN 2 instead?

brainstorming solutions

How can I give supply planners origin & FC visibility on the PO level?

Organize by Origin point

Susceptive to redundancy for items that ship from multiple origins

Organize by Facility Center (FC)

Separation by FC would lead to inefficiencies in workflow when changing origin points across several FCs

To achieve bulk management, I decided to implement a checkbox system.

Bulk action allows Supply Planners to manage multiple items at once, without redundancy.

Origin visibility on PO level, route visibility on Item level.

understanding limitations

When multiple items are selected, their origin can be changed to 1 or 2– not both.

Although bulk management speeds up workflows, it functions on the premise that all selections will be changed in the same way. Managing the individual routes of an item should happen on the item level, where more granular item specific changes happen.

PO Level
Item Level
iterations

After discussing the side drawer design with stakeholders, I decided to go with a modal because it allows for pagination, and offers more friction for such a critical step.

Remove ability to uncheck selected items when in the edit state

Add pagination option to modal in the case of many items selected

Add 'Remove Items' button

Item level mocks - edit & base states
solution

Purchase Order (PO) Overview

Supply Planners can now use bulk selection to remove items from the purchase order, or edit their origin point.

Item Overview

Supply Planners can now edit individual routes for any specific item, and the individual quantities being shipped to each  Spreetail facility center (FC).

OMAR SWIDAN
Product Designer