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Add planning docs for trade-ins, returns, tax exemptions, cycle counts, POs, bundles, backorders, barcode labels, instrument sizing, warranties, maintenance schedules, gift cards, layaway, rental agreements, and in-home trials

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Ryan Moon
2026-03-27 20:53:01 -05:00
parent 750dcf4046
commit e7853f59f2
8 changed files with 1107 additions and 27 deletions
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planning/22_Audit_Phase2_Review.md
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@@ -108,26 +108,26 @@ Consignment | 9/10 | Commission tracking, settlement workflow, accounting
Sales commission | 8/10 | Rate hierarchy, per-employee, category overrides
Personnel | 8/10 | Time clock, scheduling, time off, payroll export
## 4.2 Missing — High Priority (Add Before Launch)
## 4.2 Previously Missing — Now Planned (added to domain docs)
Feature | Impact | Notes
Gift cards / store credits | High | Common customer request. Needs gift_card table, balance tracking, POS redemption.
Trade-in workflow | High | Huge in music retail. Customer brings used instrument, gets credit toward purchase. Needs appraisal + credit + inventory intake flow.
Tax exemptions | High | Schools, churches, resellers are core customers. Need tax_exempt flag on account + resale certificate tracking.
Inventory cycle counts | High | Physical inventory reconciliation. Need count sessions, variance tracking, adjustment audit trail.
Returns/exchanges workflow | High | Structured beyond just refund transactions. Need RMA, reason codes, return window policies, restocking.
Purchase orders | Medium | PO generation, receiving against PO, three-way match. stock_receipt is a start but needs formal PO workflow.
Feature | Planning Doc | Module
Trade-in workflow | 07_Domain_Sales_POS.md §6 | Core
Tax exemptions | 02_Domain_Accounts_Customers.md + 07_Domain_Sales_POS.md §8 | Core
Inventory cycle counts | 03_Domain_Inventory.md §9 | Core
Returns/exchanges workflow | 07_Domain_Sales_POS.md §7 | Core
Purchase orders | 03_Domain_Inventory.md §10 | Core
Product bundles / kits | 03_Domain_Inventory.md §11 | Core
Barcode label printing | 03_Domain_Inventory.md §12 | Core
Backorders | 03_Domain_Inventory.md §13 | Core
In-home trials | 07_Domain_Sales_POS.md §9 | Core
Instrument sizing | 03_Domain_Inventory.md §8 | Core
Rental agreement contracts | 04_Domain_Rentals.md §7 | MOD-RENTALS
Warranty tracking | 06_Domain_Repairs.md §7 | MOD-REPAIRS
Maintenance schedules | 06_Domain_Repairs.md §8 | MOD-REPAIRS
Gift cards / store credits | 08_Domain_Payments_Billing.md §8 | MOD-GIFTCARD (premium)
Layaway / payment plans | 08_Domain_Payments_Billing.md §9 | MOD-LAYAWAY (premium)
## 4.3 Missing — Medium Priority
Feature | Notes
Layaway / payment plans | Hold item with partial payment, release on full payment
Product bundles / kits | Instrument + case + accessories at bundle price
Barcode label printing | Bulk label printing for inventory
Backorders | Customer order queue for out-of-stock items
Warranty tracking | Warranty period, claim tracking, extended warranty options
## 4.4 Missing — Lower Priority / Future
## 4.3 Still Missing — Lower Priority / Future
Feature | Notes
Customer loyalty / rewards | Point accumulation and redemption
@@ -135,9 +135,7 @@ E-commerce / online store | Product catalog, cart, online payments
Shipping integration | Carrier APIs, label printing, tracking
Multi-currency | Exchange rates, currency-specific pricing
## 4.5 Music-Specific Gaps
## 4.4 Music-Specific Gaps — Remaining
Feature | Notes
Instrument sizing | 1/4, 1/2, 3/4, full — critical for string instrument rentals. Need size field on product/inventory_unit.
Rental insurance certificates | Certificate generation for rental instruments. Common parent request.
Instrument maintenance schedules | Preventive maintenance recommendations and reminders per instrument.