SALESXPRESS - TEST CASE 26

TEST CASE STEPS:

  1. Open an existing Lot/Spec in Build Spec & Model (or create new)
  2. Navigate to the Start selections review
  3. Expand one of the steps to view a list of product categories
  4. Load Standard Products on new addendum (optional)
  5. If load standard products chosen, then Select Rooms/Attributes
  6. Remove duplicate design selections if applicable
  7. Navigate to the Build Spec & Model Steps
  8. Expand one of the Appointment Steps to view a list of available products
  9. Browse Selections or use the Look-up
  10. Select a product
  11. Assign a quantity, room, notes, & builder reference on a new addendum, then Add Option
  12. Repeat steps 8 to 11 to add two additional Design selections to existing addendum
  13. Add an Upgrade product to an existing or new addendum
  14. Switch to Start selection review
  15. Edit an addendum - e.g., builder reference
  16. Update Option - e.g., change attribute
  17. Delete Option - e.g., remove from package selection
  18. Adjust Option - e.g., quantity
  19. Builder approve an addendum
  20. Delete an addendum
  21. Print addendum to pdf

EXPECTED RESULTS:

  1. Tester can select design selections
  2. Tester can edit addendum to edit or delete design selections
  3. Tester can load standard products
  4. Tester can assign a room to a design selection
  5. Tester can assign attributes to design selections

Below is the DATA seen while executing testing:

  1. Steps
  2. Design Options
  3. Standard & Upgrade Options
  4. Rooms & Attributes
  5. 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