VENDOR ORDERING

Redesigned in-store vendor ordering for 5,000+ associates, reducing errors and saving 52,000+ labor hours annually.

project OVERVIEW

Role: Lead Product Designer — workflow design, interaction design, and final UI.
Team: PM, 2 Engineers, Ops
Timeline: 6 months
Platform: Mobile web (in-store retail)
Users: 5,000+ associates
Constraints: Limited engineering bandwidth

Problem

  • System lag significantly slowed order creation

  • Slow system performance led vendors to skip validation steps, resulting in inaccurate orders

  • Managers lacked real-time order visibility

  • Mobile usability was poor

Goals

  • Reduce order errors through in-context validation

  • Decrease order creation time

  • Improve mobile usability

  • Increase adoption among new users

Discovery

Led discovery across three high-volume stores, conducting four in-store contextual interviews, additional virtual interviews, and an enterprise-wide survey to uncover edge cases and alternative workflows.

Research

  • Analyzed enterprise usage data

  • Conducted contextual interviews across three stores

  • Surveyed associates to uncover alternative workflows

  • Audited legacy ordering systems

Key Insights

  • Creating orders required switching between the ordering system and the inventory system, increasing cognitive load

  • Slow system performance pushed vendors to prioritize speed over validation, increasing errors

  • Key ordering data was spread across multiple systems, slowing decision-making during order creation

    Result: Explored a stand-alone ordering tool to simplify workflows under tight timelines.

Ideation

Explored multiple approaches before committing to a scalable ordering model.

OPTION: A EVLOVE THE LEGACY PATTERN

Changes

  • Embedded ordering flow within current inventory system

  • Page-by-page step progression

  • Reused familiar navigation patterns

Benefits

  • Lower cognitive load for store associates

  • Mobile-friendly interaction model

  • Leverages existing product context

Tradeoffs

  • Slower for high-volume vendors

  • Higher engineering effort to integrate with legacy system

  • Constrained by existing architecture

OPTION B: Redesign Product Card

Changes

  • Dedicated ordering interface

  • Spreadsheet-style bulk entry

  • Optimized for high-volume workflows

Benefits

  • Faster for experienced vendors

  • Streamlined bulk entry

  • Independent evolution from legacy system

Tradeoffs

  • Higher risk of input errors

  • Increased cognitive load for infrequent users

  • Introduces new tool into ecosystem

DECISION

We selected a stand-alone ordering tool to support bulk entry and high-volume workflows. While the initial concept drew on familiar ordering patterns (like “add to cart” flows), it limited speed and flexibility for experienced vendors.

I designed a line-item ordering interface aligned with real ordering behavior and allowed the solution to be built as a reusable component rather than embedded in the legacy inventory system.

Flows

To ensure the solution supported real-world store operations, I mapped end-to-end flows across primary and edge use cases and designed the workflow supporting order creation, validation, and submission.

BEFORE

  • Slow sign-in and authentication

  • Required app-switching to gather order information

  • Saved orders were difficult to find

  • Delays when adding SKUs to orders

  • No confirmation or submission verification

after

  • Single-entry application reduced login friction

  • Clear entry paths to start new or existing orders

  • Consolidated ordering, validation, and submission within a single system

  • Clear order confirmation

  • Order history for tracking and validation

REDESIGNED WORKFLOW

Shipped Product

A streamlined mobile ordering experience that centralizes critical data, reduces errors, and accelerates vendor workflow.

order list page

  • Enables rapid SKU entry through scanning

  • Consolidates all critical ordering data within a single SKU card

  • Automatically calculates Weeks of Supply (WOS) to guide quantity decisions

  • Uses sorting to quickly surface low, missing, or sufficiently stocked items

  • Clearly indicates whether the minimum order requirement has been met

key outcome

Centralizes essential ordering information on one screen, accelerating workflow and eliminating app switching.

review order

  • Summarizes key order details to ensure accuracy prior to submission

  • Condenses SKU cards to improve scannability for long order lists

  • Surfaces essential information such as total weight and estimated arrival to increase ordering confidence

key outcome

Facilitates fast, confident order verification with clear visibility into shipment timing.

Saved orders

  • Leverages suggested orders to streamline creation and modification of existing orders

  • Preserves in-progress orders for seamless continuation

  • Enables vendor-level filtering to simplify multi-vendor management

key outcome

Provides continuity across active and historical orders, improving shipment tracking and workflow efficiency.

COLLABORATION

  • Worked daily with engineering during implementation

  • Conducted usability checks during build

  • Adjusted flows based on technical constraints

Rollout

  • Planned Phased rollout by store/region

  • Championed further enhancements

  • Coordinated with Vendor teams

Outcomes & Impact

52,000

Hours Saved

Validated usability improvements between baseline and production-ready experience.

Order Accuracy

Vendors reported fewer mistakes, faster workflows, fewer screens, and clearer steps.

Faster Adoption

Reduced training time with clearer workflows and consistent design patterns.