SALESXPRESS - TEST CASE 26
TEST CASE STEPS:
- Open an existing Lot/Spec in Build Spec & Model (or create new)
- Navigate to the Start selections review
- Expand one of the steps to view a list of product categories
- Load Standard Products on new addendum (optional)
- If load standard products chosen, then Select Rooms/Attributes
- Remove duplicate design selections if applicable
- Navigate to the Build Spec & Model Steps
- Expand one of the Appointment Steps to view a list of available products
- Browse Selections or use the Look-up
- Select a product
- Assign a quantity, room, notes, & builder reference on a new addendum, then Add Option
- Repeat steps 8 to 11 to add two additional Design selections to existing addendum
- Add an Upgrade product to an existing or new addendum
- Switch to Start selection review
- Edit an addendum - e.g., builder reference
- Update Option - e.g., change attribute
- Delete Option - e.g., remove from package selection
- Adjust Option - e.g., quantity
- Builder approve an addendum
- Delete an addendum
- Print addendum to pdf
EXPECTED RESULTS:
- Tester can select design selections
- Tester can edit addendum to edit or delete design selections
- Tester can load standard products
- Tester can assign a room to a design selection
- Tester can assign attributes to design selections
Below is the DATA seen while executing testing:
- Steps
- Design Options
- Standard & Upgrade Options
- Rooms & Attributes
- Builder Reference
See attached for DATA ITEMS specific to your Region/Business Unit:
E.g., Community = 51919.41 PORT AND MILL
| Job function | Sales Administrator, Area Sales Managers | |
| Summary | This test is to confirm the Design Selections functionality in the Design Agent Portal | |
| Pre-Conditions | Login Credentials; Product setup complete, Lot exists, Model exists | |
