Working with projects whose primary goal is to upgrade an older version usually begins with identifying where these improvements are needed. Such a process is also supported by enhancing the current functionality, which was related to the basics of payment data, bookkeeping, and inventory management in the case of Octane Press.
The version of the site built on the outdated Drupal 7 included a non-standard centralized system for calculating discounts and promo codes. It worked around the buyer's identity, location, delivery, the number of goods, and more. So this greatly affected the clients’ flow: when adding an item to the cart, they saw one price different from what they paid. At the same time, there was no transaction functionality, making it challenging to process internal reports. Simplifying this day-to-day business administration was to automate all financial aspects.
Since the module code executed within the site context did not meet customers' needs, Zanzarra had to rethink its logic. It was decided to introduce a third party into the system - Xero's online accounting software. This greatly expanded the platform's capabilities on the Admin’s side, as it became possible to connect to hundreds of applications, gain access to customer records and establish collaborative work.
We have also integrated the PBSF remote warehouse to the platform. Thus the management of shipments, namely their storing, creating, sending and shipping has been improved.
And if sometimes the search for the right solution was like a wanderer's path among the dust and stones, over the years of formed experience with similar cases, our team finished the project in a short time. It took around one month of coordinated work for developers of different profiles to achieve the business goals. So, we performed the following:
- Data migration;
- Migrated orders update;
- “Bill me later” feature;
- Coupon code generation.
The migration process has become a cause-and-effect relationship of multitasking that includes moving content, products, users, themes, stylings, JS customizations, and much more. Such transfer required precise control at every stage, from the preparatory to the post-migration phase, to ensure data accuracy and stable work of the upgraded system.
Most of the work on this project was related to backend development and configuration. At the same time, the UI / UX part affected a small number of the changes because, initially, the platform's visualization was pleasing to customers and encouraged them to purchase. While old components were successfully moved from D7 to the D9 version, Zanzarra’s experts added extra features Octane Press wished to implement on their website. Let’s learn about them in more detail.