Order Management

Project creation, order placement, search, filtering, sorting, and order history management

Overview

The Order Management system forms the backbone of the Ordering Portal, providing customers with a complete lifecycle from project creation through to order completion. Every interaction - from address lookup to payment confirmation - has been designed as a guided, step-by-step experience that reduces complexity while maintaining the depth of configuration required for FTS's diverse service offerings.

Project Creation

Customers initiate orders by first creating or selecting a project. The project creation workflow includes:

Address validation via ArcGIS API - Customers search for and confirm their property address using integrated geocoding services. The system validates addresses against the ArcGIS API to ensure accuracy and consistency across all orders
Step 1: Confirm Address - The order flow begins with address confirmation, ensuring the correct property is associated with the project before any services are selected
Existing project detection - The system automatically detects when a project already exists for the same address, presenting a clear warning to the customer. Customers can choose to proceed (for scenarios such as resold lots) or cancel, with FTS receiving notification when a customer proceeds with an existing project order
Division selection - Customers can select their division during project creation, with division-specific service configurations applied automatically
Estate and property data - Project creation captures estate-level coordination data including facade type, house type, and property information for consistency across the project lifecycle

Order Placement Wizard

Order placement follows a structured wizard that guides customers through each step:

Step 1: Confirm Address

The customer confirms the property address retrieved from ArcGIS. This step ensures the correct location is associated with the project before proceeding.

Step 2: Select Services

Customers choose from the services available to their company. Each service displays:

Service name and description with hover tooltips for additional detail
Pricing in AUD currency
Requirements and document specifications
Availability based on company and division configuration

Paginated table display - Orders are presented in a paginated table format showing order number, order type, status, and submission date
Order detail view - Clicking any order opens full details including all submitted documents, status history, and communication threads
Visual status indicators - Each order displays its current status with colour-coded indicators for quick scanning

Order Search

The search system provides flexible order lookup:

Full or partial order number search - Customers can enter complete or partial order numbers to locate specific orders
Case-insensitive matching - Search handles different capitalisation without requiring exact input
Multiple format support - Alphanumeric order numbers with or without hyphens are all supported
Prioritised results - Exact matches appear before partial matches, with results showing order number, type, status, and submission date
Clear/reset functionality - A dedicated button clears the search and returns to the full order list

Order Filtering

Multi-criteria filtering allows customers to narrow their order history:

Order Type Filter

Filters include all 10 supported order types:

FTS Assessment
FTS Re-Assessment
Engineering Order
Energy Order
Report & Consent Order
Planning Permit Order
Developer Approval Order
Sale Accept Order
Permit Apply Order
Protection Works Order

Status Filter

All possible order statuses are filterable:

Unprocessed
Allocated
On Hold
Ordered
Received
Feedback Received
Resubmitted

Filter Behaviour

Multiple simultaneous filters - Filters can be combined (e.g., Engineering Orders that are On Hold)
Immediate results - Filter results update as selections are made
Visual indicators - Active filters are clearly shown with visual badges
Session persistence - Filter state persists during the user's session
Count display - Filtered results show the count of matching orders
Combined with search - Filters work alongside the search functionality

Order Sorting

Order history supports multi-column sorting for readability:

Sort by date - Chronological ordering of submissions
Sort by status - Group orders by their current workflow state
Sort by order number - Numerical ordering for reference lookup
Service ordering - Services within orders can be reordered using a sortable drag interface

Order Cancellation

Customers can cancel orders that have not yet been submitted for processing:

Pending orders only - Cancellation is available exclusively for orders in the "Pending" (draft) state
Clear visibility - The cancel option is only shown for orders where cancellation is valid
Confirmation workflow - Cancellation requires customer confirmation before proceeding

Draft Order Management

Orders can be saved as drafts for later completion:

Draft save capability - Customers can save an in-progress order and return to complete it later
Pending status - Draft orders appear with a "Pending" status, representing an order that has been started but not yet submitted
Exclusion from active orders - Pending/draft orders are clearly separated from submitted orders in the order history
In-progress badge - An in-progress orders badge shows the count of Pending and On-Hold orders for quick reference