USE CASE

Liezl D. Del Rosario; Christine Kyla M. Espejo (3BSA1)

User case name. Sales Order Transaction

Primary Actor. Customer

Short Description. This use case describes how customer orders and pays for the item they want
to buy

Trigger. When customer have given their sales order

Type. External Trigger (Customer placing an order)

Temporal Trigger (Time to pay the items ordered)

Major Input Description Source

Item Code Customers

Item Details Item Data Store

Payment Details Customer

Payment Validation Clearing house

Customer Details Customer Data store

Major Output Description Destination

Total Due Customer

Purchase Receipt Customer

Sales Transaction Sales Data Store

Sold Item Details Sold Inventory Data Store

Balance Still Due A/R Data Store

Major steps: Information for the Steps

1. Make a customer profile.

1.1 For first time customer
1.1.1 Complete the required details Name of the customer,
Company, Address, Contact
No., Email address

2. Input the Sales order

2.1 Input all the necessary details for the Item Code, Customer ID,
sales order Date Purchase, Item
Description, Item Price,
Quantity, Total Amount,
Transaction No.
2.2 Calculate Total Due Total Due

2.3Choose the type of payment if it’s by cash or on

credit

2.4 Submit and print the Sales invoice

3 Process payments
3.1 Input the details required to be filled Transaction No., Date of
payment, Customer ID
3.1 If the transaction is cash sales, proceed to modes
of payment
3.2 If the transaction is sales on credit,
3.3.1 Within the credit terms
3.3.1.1 Calculate the discount
3.3.2 Updates the A/R data store New Total Due
3.4 Modes of payment
3.4.1 If cash payment, calculate the change Payment & Type
and print receipt.
3.4.2 If check, validate and print receipt. Payment Validation

4 Record the sales transaction

4.1 Items purchased by customers Sales & payment details
4.2 Customer’s account Amount Still Due

5 Record sold inventory items Item code & quantity sold

6 Report sales activity

6.1 Determine most marketable product Item code & quantity sold
6.2 Determine financial performance Total sales, Total Profit,
Total Due
User case name. Purchase Order Transaction

Primary Actor. Owner of the business

Short Description. This use case describes how the owner purchase and settle their obligation for
the items they purchased to the suppliers

Trigger. When the owner fills up the purchase order.

Type. Temporal Trigger (Time to pay the items purchased)

Major Input Description Source

Item Code Owner of the business

Item Details Item Data Store

Payment Details Owner of the business

Payment Validation Clearing house

Major Output Description Destination

Total Due Owner of the business

Sales Receipt Owner of the business

Purchase Transaction Purchase Data Store

Purchase Item Details Purchase Inventory Data Store

Major steps: Information for the Steps

1. Fill up the purchase order

1.1 Enter the required details and Item Code, Supplier’s name,
items needed to purchase Date of Purchase, Item
Description, Quantity,
Transaction No., Item Price,
Total amount

1.2 Calculate Total Due Total Due

2. Process Payments
2.1 Receive purchase invoice
2.2 Input the details required to be filled Transaction No., Date of
payment, Supplier’s name
2.3 If cash payment, calculate the change Payment & Type
2.4 If check, validate and print receipt. Payment Validation

3. Record purchase transaction Purchase and Payment

Details
4. Record purchase inventory items Item Code & Quantity
purchase