Institutional orders
Create orders and quotation requests with an institution, product lines, quantities and attachments.
Institutional commerce / CASE STUDY
Institutional ID card ordering and data collection
An ordering portal that connects institutional product orders with ID card details, photographs and signatures. Individual entry, spreadsheet imports and data exports support card preparation.
THE BUSINESS CONTEXT
An institutional ID card order combines product quantities with a set of individual card records and images. The ordering and data-collection steps need to retain their connection to the same institution and order.
The portal records institution-linked orders and their product lines, then collects the associated card details through order-specific forms. Bulk spreadsheet and image imports provide another entry route. Spreadsheet exports and image archives make the collected material available for card preparation.
INSIDE THE PROJECT
Create orders and quotation requests with an institution, product lines, quantities and attachments.
Collect individual card details, photographs and signatures against an order.
Import card records from spreadsheets with an optional archive of associated images.
Export order-linked card data as a spreadsheet and collected images as an archive.
THE CONNECTED WORKFLOW
Create an institutional order
Enter or import card records and images
Export the material for card preparation
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