ORAFOL Project — Gap Analysis

What we already have built vs. what we need to build for the ORAFOL MDF Portal

28
Features We Have
Reusable from existing Missio Commerce platform — saves 60% of development time vs. starting from scratch.
32
Features We Need to Build
New work for ORAFOL: ERP integration, multi-warehouse inventory, B2B-specific workflows, fulfillment.
9
Payment Gateways Ready
25+
ORAFOL Pages Already Started
7,000+
SKUs to Support
2
Major ERP Connectors
14–16
Weeks to Launch

Top 5 Priority Items (these block launch)

  1. ORAFOL BE ERP Connector — Two-way sync of inventory, orders, invoices for US & Canada. Largest single piece of work.
  2. Parent / Child Company Hierarchy — Distributors with sub-distributors. Currently we only have customer-group hierarchy, not company hierarchy.
  3. Multi-Warehouse Inventory — Today stock is one number per product. ORAFOL needs per-location stock, including Kathy's facility.
  4. Net-30/60 Invoicing & Credit Limits — Distributors pay on terms. Today we have invoices but no payment-terms or credit limits.
  5. Catalog Search at 7,000+ SKUs — Current search won't perform at this scale. Add Meilisearch or Algolia.

Quick Wins (high client delight, low effort — do these early)

👤 Account & User Management

✓ What We Have
  • Multiple users per company / organization
  • Role-based permissions system (full)
  • Customer groups with parent/child hierarchy
  • Admin login with 2FA
  • Social login (Google, Facebook, Twitter)
  • Email verification workflow
  • Password reset flow
  • Invitation links for new users
+ What We Need to Build
  • Parent / child company hierarchy (distributor + sub-distributors)
  • Self-service sub-account UI (parents invite & manage their own users)
  • Multi-role switching dropdown for users with multiple roles
  • Sales-rep visibility scoped by region or customer group
  • 2FA on the customer/distributor login (today only on admin)
  • SSO / OKTA support for ORAFOL employees (if requested)

🛒 Product Catalog & Pricing

✓ What We Have
  • Simple products
  • Configurable products with variants
  • Product attributes (size, color, series)
  • Recursive product categories
  • Group-based product visibility (exclusive products per distributor)
  • Group-based percentage discounts
  • Product file/literature downloads
  • Coupons (cart-level discount rules)
  • Wishlists for customers
  • Abandoned cart recovery emails
+ What We Need to Build
  • Tiered quantity pricing (qty 1–9 / 10–49 / 50+ per group)
  • Catalog price rules (auto-discount by condition, no coupon needed)
  • Grouped / bundle product type
  • Search index (Meilisearch / Algolia) for 7,000+ SKUs
  • Faceted filtering at scale
  • Product reviews & ratings
  • Issuu literature embed on product pages
  • Quote / RFQ workflow (request → sales-rep approval → order)
  • Requisition lists (saved carts per buyer)
  • Quick-order SKU paste pad
  • Reorder from past order (one-click)
  • Compare products (lower priority)

📦 Inventory & Locations

✓ What We Have
  • Single-stock tracking per product / variant
  • Out-of-stock display logic
+ What We Need to Build
  • Multi-warehouse / multi-location inventory
  • Per-location stock visibility on product pages
  • ORAFOL BE ERP sync (inventory in & out)
  • Kathy's facility two-way connector
  • Stock reservations during checkout (prevent overselling)
  • Backorder / pre-order option per product
  • Low-stock alert emails
  • Inventory movement audit log

💳 Payments & Credits

✓ What We Have
  • PayPal (with subscriptions)
  • Stripe (cards)
  • Square
  • Authorize.Net
  • Razorpay, Mollie, Flutterwave, PayFast, Paystack
  • Per-company gateway credentials (sandbox / live modes)
  • Webhook handling for all 9 gateways
  • Offline payment methods (generic)
  • Coupon / promo codes
  • Invoice records + PDF generation
  • Credit notes (refund / adjustment side)
+ What We Need to Build
  • Net-30 / Net-60 / Net-90 payment terms by customer group
  • Credit limits per customer group with checkout enforcement
  • Accounts-receivable aging dashboard
  • Purchase Order workflow (PO #, file upload, approval state)
  • Customer-side store credit ledger (apply at checkout)
  • Rewards / loyalty points (earn & redeem)
  • Gift cards (Magento parity)
  • Refunds & partial-refund workflow wired to gateways
  • Sales tax engine (Avalara or TaxJar) for US + Canada
  • Multi-currency (CAD) if Canada operations need it

🚚 Shipping & Fulfillment

✓ What We Have
  • Shippo integration (multi-carrier API)
  • Shipping origin configuration
  • Shipping carrier credential framework (UPS / USPS / FedEx)
+ What We Need to Build
  • Live UPS / USPS / FedEx rate quote & label printing
  • Freight (LTL) carrier integration
  • Group-based shipping rules (zone + weight + group + total)
  • Shipping zones configuration
  • Bulk UPS tracking number import (CSV)
  • Customer-provided shipping labels at checkout
  • Fulfillment dashboard (pick / pack / ship queue)
  • Automated order routing (by SKU, group, location → warehouse)
  • Drop-ship workflow (if vendor drop-ship needed)

🔗 3rd-Party Integrations

✓ What We Have
  • SendGrid (transactional email + inbound parse)
  • Twilio (SMS)
  • OpenAI / Mira AI
  • QuickBooks SDK installed
  • AWS S3 storage
  • Sentry error tracking
  • Google Calendar & Zoom (out of scope, but available)
  • Telegram, OneSignal, Slack notifications
  • Image processing (Intervention / Spatie)
  • PDF generation (DOMPDF) for invoices
+ What We Need to Build
  • ORAFOL BE connector (US & Canada) — biggest piece
  • Kathy's facility connector
  • HubSpot CRM (contact + deal sync)
  • Constant Contact readiness hooks (per SOW — future-ready)
  • Avalara / TaxJar tax service
  • Issuu literature embed
  • Generic ERP connector framework (base class)

📋 Reporting & Dashboards

✓ What We Have
  • UI scaffolds for 11 ORAFOL reports (orders, abandoned carts, customer activity, product performance, bestsellers, refunds, low-stock, etc.)
  • KPI dashboard page scaffold
  • Regional reports page scaffold
  • Sales automation page scaffold
  • Integration hub page scaffold
+ What We Need to Build
  • Wire backend queries to all 11 report pages
  • KPI dashboard data + charts
  • Regional sales dashboard with rep scoping
  • AR aging report (depends on net-terms feature)
  • CSV / Excel export on every report

🏠 Storefront & Frontend

✓ What We Have
  • Storefront homepage + product browse
  • Product detail with variant selector
  • Shopping cart (guest + logged-in)
  • Full checkout flow with all 9 gateways
  • Customer dashboard (member area)
  • Wishlist
  • Customer addresses
  • Inquiry / contact-us modal
  • 29 frontend themes available
+ What We Need to Build
  • Custom ORAFOL theme (branding, layout)
  • Customer order history page (currently a stub)
  • Order tracking page
  • Distributor portal landing dashboard
  • Mobile-first responsive QA across all pages
  • Hide non-commerce modules (donations, events, etc.) for ORAFOL tenant