Documentation Progress - Complete Checklist

OmniOV2 Documentation Progress

This page tracks the documentation status for all planned documentation pages. Each section shows the application view and all related documentation topics.

Documentation Focus

We’re prioritizing main application views first. Admin-specific views will be documented after the core user-facing features are complete.

🚀 How to Create Documentation

To create documentation for any topic in this checklist, simply copy the command from the “Command to Create” column in the table and use it in Cursor chat.

For example, copy and paste commands like:

• Create documentation for Orders Overview
• Create documentation for Profile Setup
• Create documentation for Inventory Management

The command will automatically:

1. Research the feature in the codebase
2. Check translation files for exact UI terminology
3. Write user-friendly documentation
4. Update this checklist
5. Request your review

Documentation Standards

All documentation follows strict standards defined in .cursor/rules/documentation-standards.mdc:

• Only verified features from codebase
• Exact terminology from translation files
• Simple, 11th-grade language
• No AI jargon or buzzwords

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🔍 How to QA Review Documentation

Once documentation pages are created (AI Draft ✅), they need quality assurance review to ensure accuracy.

QA Review Command

Use the QA review command in Cursor chat to systematically review any documentation page:

Review the Orders Overview documentation page

What the command does:

1. Guides you through the complete QA checklist
2. Helps verify UI terminology in translation files
3. Checks that features exist in codebase
4. Validates screenshots and formatting
5. Ensures writing quality standards are met
6. Updates the checklist after review

Command Location: .cursor/commands/qa-review-docs.md

QA Review ClickUp Task

All 33 completed documentation pages are tracked in a comprehensive QA task:

ClickUp Task: QA Review: OmniOrders Documentation - 33 Pages

What’s included:

• Complete checklist of all 33 pages to review
• Step-by-step QA process for each page
• Common issues to look for
• Demo account credentials
• Resources and verification locations
• Success criteria

QA Review Process

For each completed documentation page:

1. Run the command: “Review the [Page Name] documentation page”
2. Login to demo: https://dev4-omnio-v2.omniorders.com/
3. Compare docs to app: Verify all UI terms, steps, and features
4. Check translation files: Ensure exact terminology matches
5. Review screenshots: Confirm they’re current and helpful
6. Make corrections: Minimal changes - only fix inaccuracies
7. Update checklist: Mark ✅ in “QA Review” column

QA Review Guidelines

• Verify everything - Compare docs to actual app functionality
• Check translation files - Use exact UI terminology from /omniov2/src/lang/en/message.ts
• Minimal changes only - Fix inaccuracies, don’t rewrite
• Update checklist - Mark ✅ after completing review

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How to Use This Checklist

Documentation Workflow Stages:

• ✅ Complete - Stage is done
• 🚧 In Progress - Currently working on this stage
• ❌ Not Started - Stage hasn’t begun

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Getting Started

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Account Access & Login	✅	✅	❌	High	Auth pages	Create documentation for Account Access & Login
Profile Setup	✅	✅	❌	High	/profile	Create documentation for Profile Setup
Navigation Basics	✅	✅	❌	High	All views	Create documentation for Navigation Basics

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Dashboard

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Dashboard Overview	✅	✅	❌	High	/dashboard	Create documentation for Dashboard Overview
Metrics & Analytics	✅	✅	❌	High	/dashboard	Create documentation for Metrics & Analytics

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Orders

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Orders Overview	✅	✅	❌	High	/orders	Create documentation for Orders Overview
Creating Orders	✅	✅	❌	High	/orders/create	Create documentation for Creating Orders
Editing Orders	✅	✅	❌	High	/orders/edit/:id	Create documentation for Editing Orders
Managing Orders	✅	✅	❌	High	/orders	Create documentation for Managing Orders
Order Status & Workflow	✅	✅	❌	High	/orders	Create documentation for Order Status & Workflow
Returns & Refunds	✅	✅	❌	Medium	/returns	Create documentation for Returns & Refunds
Shipping & Fulfillment	✅	✅	❌	High	/shipping	Create documentation for Shipping & Fulfillment

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Inventory

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Inventory Overview	✅	✅	❌	High	/inventory	Create documentation for Inventory Overview
Managing Inventory	✅	✅	❌	High	/products/new & /product/edit/:id	Create documentation for Managing Inventory
Stock Management	✅	✅	❌	High	/inventory	Create documentation for Stock Management
Fulfillment Locations	✅	✅	❌	High	/iLocs	Create documentation for Fulfillment Locations
Stock Adjustments	✅	✅	❌	High	/inventory	Create documentation for Stock Adjustments
Low Stock Alerts	✅	✅	❌	Medium	/inventory	Create documentation for Low Stock Alerts
Transfers	✅	✅	❌	High	/transfers	Create documentation for Transfers

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Product Catalog

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Managing Products	✅	✅	❌	High	/products/new & /product/edit/:id	Create documentation for Managing Products
Categories & Collections	✅	✅	❌	Medium	/products	Create documentation for Categories & Collections

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Purchase Orders

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Purchase Orders Overview	✅	✅	❌	High	/purchase-orders	Create documentation for Purchase Orders Overview
Creating Purchase Orders	✅	✅	❌	High	/po-create	Create documentation for Creating Purchase Orders
PO Shipments	✅	✅	❌	Medium	/purchase-order/shipments/:id/:shipmentId	Create documentation for PO Shipments
Process PO Shipments	✅	✅	❌	High	/purchase-order/shipments/:id/:shipmentId	Create documentation for Process PO Shipments

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Returns

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Returns Overview	✅	✅	❌	Medium	/returns	Create documentation for Returns Overview
Processing Returns	✅	✅	❌	Medium	/returns (no detail route — process via list actions)	Create documentation for Processing Returns

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Customers

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Customers Overview	✅	✅	❌	Medium	/customers	Create documentation for Customers Overview
Managing Customers	✅	✅	❌	Medium	/customer/:id	Create documentation for Managing Customers

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Suppliers

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Managing Suppliers	✅	✅	❌	Medium	/suppliers & /supplier/:id	Create documentation for Managing Suppliers

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Transfers & Warehouses

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Transfers Overview	✅	✅	❌	Medium	/transfers	Create documentation for Transfers Overview
Creating Transfers	✅	✅	❌	Medium	/create-transfers	Create documentation for Creating Transfers
Warehouses Management	✅	✅	❌	High	/admin/warehouses (admin-only)	Create documentation for Warehouses Management

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Shipping & Packaging

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Shipping Management	❌	❌	❌	Medium	/shipping	Create documentation for Shipping Management
Packaging Options	❌	❌	❌	Low	/packaging	Create documentation for Packaging Options
Units of Measure (UOM)	❌	❌	❌	Low	/uom	Create documentation for Units of Measure (UOM)

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Integrations

General Integration Documentation

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Integrations Overview	✅	❌	❌	High	/integrations	Create documentation for Integrations Overview
Configuring Integrations	❌	❌	❌	High	/services/config	Create documentation for Configuring Integrations
Webhooks	❌	❌	❌	Medium	/integrations	Create documentation for Webhooks
API Access	❌	❌	❌	Low	/integrations	Create documentation for API Access
Troubleshooting	❌	❌	❌	Medium	/integrations	Create documentation for Troubleshooting

E-commerce Platforms

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Status	Command to Create
Shopify	✅	✅	✅	High	/integrations	✅ Available	Create documentation for Shopify
WooCommerce	✅	✅	❌	High	/integrations	🔵 Beta	Create documentation for WooCommerce
BigCommerce	✅	✅	❌	High	/integrations	✅ Available	Create documentation for BigCommerce
OMNIO Local Channel	✅	✅	❌	Medium	/integrations	✅ Available	Create documentation for OMNIO Local Channel

Marketplaces

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Status	Command to Create
Amazon Seller Central	✅	✅	❌	High	/integrations	🔵 Beta	Create documentation for Amazon Seller Central
eBay	✅	✅	❌	High	/integrations	✅ Available	Create documentation for eBay
Walmart Marketplace	✅	✅	❌	High	/integrations	🔵 Beta	Create documentation for Walmart Marketplace
Etsy	✅	✅	❌	Medium	/integrations	🔵 Beta	Create documentation for Etsy
Mercado Libre	❌	❌	❌	Medium	/integrations	✅ Available	Create documentation for Mercado Libre
Falabella	✅	✅	❌	Medium	/integrations	🔵 Beta	Create documentation for Falabella
Multivende	✅	✅	❌	Medium	/integrations	🔵 Beta	Create documentation for Multivende
TikTok Shop	✅	✅	❌	Medium	/integrations	🔜 Coming Soon	Create documentation for TikTok Shop

3PL & Fulfillment

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Status	Command to Create
Proximity	✅	✅	❌	Low	/integrations	✅ Available	Create documentation for Proximity

Business Tools & Accounting

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Status	Command to Create
QuickBooks	❌	❌	❌	Medium	/integrations	✅ Available	Create documentation for QuickBooks

EDI & B2B Integrations

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Status	Command to Create
CommerceHub	✅	✅	❌	Medium	/services/commercehub	✅ Available	Create documentation for CommerceHub
EDI OpenText	✅	✅	❌	Medium	/services/edi	✅ Available	Create documentation for EDI OpenText
SPS Commerce	✅	✅	❌	Medium	/integrations	✅ Available	Create documentation for SPS Commerce
DiamondGraphics	❌	❌	❌	Low	/integrations	✅ Available	Create documentation for DiamondGraphics

Communication & Utilities

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Status	Command to Create
Email by SMTP	✅	✅	❌	Low	/services/email-account	✅ Available	Create documentation for Email by SMTP
Request an Integration	✅	✅	❌	Low	/integrations	🔧 Custom	Create documentation for Request an Integration

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Automation

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Automation Overview	✅	✅	❌	High	/rules	Create documentation for Automation Overview
Creating & Managing Rules	✅	✅	❌	High	/rules	Create documentation for Creating & Managing Rules

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Reports & Analytics

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Reports Overview	❌	❌	❌	Medium	Multiple views	Create documentation for Reports Overview
Sales Reports	❌	❌	❌	Medium	Dashboard	Create documentation for Sales Reports
Inventory Reports	❌	❌	❌	Medium	/inventory	Create documentation for Inventory Reports
Fulfillment Reports	❌	❌	❌	Medium	/orders	Create documentation for Fulfillment Reports
Custom Reports	❌	❌	❌	Low	Multiple views	Create documentation for Custom Reports
Exporting Data	❌	❌	❌	Medium	All views	Create documentation for Exporting Data

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Team & Settings

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Profile Management	❌	❌	❌	Medium	/profile	Create documentation for Profile Management
Settings Overview	❌	❌	❌	High	/settings	Create documentation for Settings Overview
User Management	❌	❌	❌	Medium	/members	Create documentation for User Management
Roles & Permissions	❌	❌	❌	Medium	/roles & /roles/create-edit	Create documentation for Roles & Permissions
Company Profile	❌	❌	❌	Medium	/settings	Create documentation for Company Profile
Billing & Subscription	❌	❌	❌	Medium	/settings	Create documentation for Billing & Subscription
Preferences	❌	❌	❌	Low	/settings	Create documentation for Preferences
Security & Privacy	❌	❌	❌	Medium	/settings	Create documentation for Security & Privacy

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Support & Resources

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Getting Help	❌	❌	❌	Low	N/A	Create documentation for Getting Help
Contact Support	❌	❌	❌	Low	N/A	Create documentation for Contact Support
FAQ	❌	❌	❌	Low	N/A	Create documentation for FAQ
Video Tutorials	❌	❌	❌	Low	N/A	Create documentation for Video Tutorials
Release Notes	❌	❌	❌	Low	N/A	Create documentation for Release Notes
Status & Uptime	❌	❌	❌	Low	N/A	Create documentation for Status & Uptime
Send Feedback	❌	❌	❌	Low	N/A	Create documentation for Send Feedback

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Advanced Topics

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
API Documentation	❌	❌	❌	Low	N/A	Create documentation for API Documentation
Developer Tools	❌	❌	❌	Low	N/A	Create documentation for Developer Tools
Custom Scripts	❌	❌	❌	Low	N/A	Create documentation for Custom Scripts
Performance Optimization	❌	❌	❌	Low	N/A	Create documentation for Performance Optimization
Multi-User Setup	❌	❌	❌	Low	N/A	Create documentation for Multi-User Setup

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System & Error Views

Documentation Page	AI Draft	QA Review	Ready	Priority	App View	Command to Create
Feed History	❌	❌	❌	Low	/feed-history	Create documentation for Feed History
Error Management	❌	❌	❌	Medium	/errors	Create documentation for Error Management
CSV Upload	❌	❌	❌	Low	/upload-csv	Create documentation for CSV Upload
Registration Process	❌	❌	❌	Medium	/register	Create documentation for Registration Process
Return Share Portal	❌	❌	❌	Low	Public returns	Create documentation for Return Share Portal

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Documentation Progress Summary

Overall Statistics

Total Documentation Pages: 93 (End-User Views Only)
(Note: 27 pages were consolidated, 9 admin pages removed - see Recent Changes below)

AI Draft Progress:
✅ AI Draft Complete: 35 pages (37.6%)
❌ AI Draft Not Started: 58 pages (62.4%)

Overall Progress:
✅ QA Reviewed & Ready: 1 page (1.1%)
🚧 Awaiting QA Review: 34 pages (36.6%)
❌ Not Started: 58 pages (62.4%)

Recent Changes

• QA Review Workflow Established (Jan 12, 2025): Created comprehensive QA review system for all completed documentation

  • ClickUp Task Created: QA Review: OmniOrders Documentation - 33 Pages
  • Command Created: .cursor/commands/qa-review-docs.md - Systematic review guide with full checklist
  • Checklist Updated: Added “How to QA Review Documentation” section with process, command usage, and guidelines
  • What’s Included:
    • Complete checklist of all 33 pages requiring QA review
    • Step-by-step QA process (verify UI terms, check translations, validate screenshots)
    • Common issues to look for (inaccurate terminology, missing steps, outdated screenshots)
    • Demo account credentials and resource locations
    • Success criteria and quality standards
  • Next Phase: QA person can now systematically review all completed documentation pages for accuracy
  • Impact: Established production-ready quality assurance workflow for documentation

• Process PO Shipments Documentation Added (Jan 12, 2025): Created comprehensive receiving workflow guide for local fulfillment locations

  • Rationale: Users need guidance on manually receiving inventory at local locations versus automatic receiving at external warehouses
  • Content: Step-by-step receiving workflow, quantity tracking, partial deliveries, status management, troubleshooting, and best practices
  • Location: Purchase Orders section (new 4th page)
  • Updates: Also updated PO Overview and PO Shipments docs to clarify local vs. external warehouse receiving workflows
  • Impact: Total pages increased from 92 to 93, AI Draft Complete increased from 32 to 33

• Product Catalog Cleaned (Jan 11, 2025): Removed duplicate “Purchase Orders” entry from Product Catalog section

  • Rationale: Purchase Orders has its own dedicated section with 3 pages (Overview, Creating, Shipments)
  • Impact: Product Catalog now has 2 pages (Managing Products, Categories & Collections)
  • Result: Cleaner organization, total pages reduced from 93 to 92 (one duplicate removed)

• Admin Views Removed (Jan 10, 2025): Removed all admin-only views from documentation scope

  • Rationale: Documentation focuses exclusively on end-user views, not system administrator functions
  • Removed: 9 admin pages (Admin Dashboard, Companies Management, Company Configuration, Admin Users, Warehouses Admin, Admin Services, Shipping Services Admin, App Services Admin, Mapper Templates)
  • Impact: Total pages reduced from 101 to 92, all low-priority pages

• Checklist Simplified (Jan 10, 2025): Removed all strikethrough consolidated items for better readability

  • Removed from display: 20+ consolidated items that were making tables cluttered
  • Still tracked: All consolidation details preserved in “Recent Changes” section below
  • Result: Cleaner, easier-to-scan checklist showing only active documentation pages

• Integrations List Updated to Match Production (Jan 10, 2025): Verified actual integrations available in production and added status badges

  • ✅ Available: Shopify, BigCommerce, OMNIO, eBay, Mercado Libre, Proximity, QuickBooks, CommerceHub, EDI OpenText, SPS Commerce, DiamondGraphics, Email by SMTP
  • 🔵 Beta: WooCommerce, Amazon Seller Central, Walmart, Etsy, Falabella, Multivende
  • 🔧 Custom: Request a Custom Integration
  • ❌ Removed: Magento, USPS, UPS, FedEx, DHL, Xero (not in current production)
  • Category Updated: “Shipping & Fulfillment” renamed to “3PL & Fulfillment” to accurately reflect Proximity focus

• Managing Suppliers Documentation Created (Jan 10, 2025): Complete guide for managing suppliers, including creation, editing, addresses, contacts, groups, and lead time tracking

• Suppliers Overview Consolidated (Jan 10, 2025): “Suppliers Overview” merged into “Managing Suppliers” - list view is a simple table covered in managing documentation

• Managing Products Documentation Created (Jan 10, 2025): Comprehensive guide covering product creation, editing, single/multi-SKU configuration, organization, images, and troubleshooting

• Catalog Overview Consolidated (Jan 10, 2025): “Catalog Overview” merged into “Inventory Overview” - verified /products route does not exist in application, /inventory serves as the product catalog

• Major Documentation Consolidation (Nov 5, 2025): Reduced documentation from 120 to 105 pages by consolidating related features

  • Product Catalog: Consolidated Variants, Options, Pricing & Costs, and Images into “Managing Products” (4 pages → 1)
  • Integrations: Consolidated Service Connections, Configuration, Mapping, Rules, and Settings into “Configuring Integrations” (5 pages → 1)
  • Automation: Consolidated Creating Rules, Order Routing, Email Notifications, Auto-fulfillment, Scheduled Tasks, and Custom Workflows into “Creating & Managing Rules” (6 pages → 1)
  • Customer/Supplier Groups: Consolidated Groups pages into parent “Managing” pages (2 pages → 0)
  • Inventory History: Consolidated into “Stock Management” (1 page → 0)
  • Rationale: All consolidated features are accessed through the same interface (tabs, dialogs, or sections within parent page), not separate routes

• Orders Documentation Consolidated (Nov 5, 2025): “Bulk Operations” and “Order Tags & Notes” merged into existing pages

Priority Breakdown

• High Priority: 35 pages (13 consolidated)
• Medium Priority: 46 pages (9 consolidated)
• Low Priority: 11 pages (4 consolidated, 9 admin removed)

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Documentation Guidelines

Each documentation page should include:

📄 Comprehensive Documentation

• Screenshots: Actual interface with annotations
• Field Descriptions: What each field does and when to use it
• Workflows: Step-by-step instructions for common tasks
• Best Practices: Tips and recommended approaches
• Use Cases: Real-world examples
• Troubleshooting: Common issues and solutions
• Related Features: Links to connected functionality

App View Coverage

The “App View” column shows which application routes each documentation page covers. Some pages cover multiple views (e.g., “Managing Products” covers both create and edit views).

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Contributing

To update this checklist:

1. Mark workflow stages (AI Draft, QA Review, Ready) as you progress
2. Add links to completed documentation
3. Note any blockers or dependencies
4. Update priority if requirements change

Last Updated: January 12, 2025 - QA Review Workflow Established