POS Management System

A Smarter Way to Move POS

At SGWS, I began a journey to design a platform to help streamline how promotional materials (POS) for customers move from suppliers to warehouses and then, finally, arrive to their accounts. POS, in this context, can be anything to help sell and promote products, like Jim Beam t-shirts, Casamigos coasters, a margarita bike, or a Super Bowl themed Grey Goose stand.

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The system enables warehouse managers, trade developers, and sales consultants to browse available inventory, add new items, approve order requests, and efficiently fulfill orders for pickup or shipment.

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7 Month Design Process

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Uncovering the Current Experience

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Our team sat in 14+ discovery calls with Warehouse Managers and Trade Devs discussing how they currently work and what they hoped from a new tool to manage the Promotional POS inventory.

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Understanding the movement of physical and digital information

Customer Journey

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User Flow

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Observations from 14 interviews → Thematic Clusters → Concept Cards

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Ideation Workshop

I wrote "How Might We" statements for each concept card I pulled out, coupled with key observations. I led a 2.5 hour  ideation workshop with the project team to brain dump solutions and features the system could include to target present day pain-points Warehouse Managers face.

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Design from Mild to Wild 🌶️

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Card Design Explorations

Where does the item's meta data sit? What information is exposed on hover?

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Concepts → Wireframes

• _{Table/Card to browse POS inventory}
• _{Filter inventory}
• _{Add new POS item to system}
• _{POS Product detail page}
• _{Approve order requests}
• _{Pick list to fulfill an order}
• _{Notify Sales Consultant to pick up order OR ship order}

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Bringing the Vision to Life

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Product Detail Page

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Upload an Item

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Testing Concepts Through Prototypes

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Round #1 User Feedback Session

I wrote a script and facilitated interviews with 7 Warehouse Managers from 5 states to review Card/Table view of items, Filters, and POS Intake Form.

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Key Insights:

• The ideal format to view inventory depends on the context: Warehouse Managers (WHMs) prefer table views that offer dense, detailed information, while others benefit more from card views where product images stand out.

• Role-based permissions preferred to allow WHMs control visibility: WHMs want the ability to show or hide data based on user roles so each person only sees information relevant to their assigned division or warehouse.

• Item log allows for accountability and keeps the supplier informed: WHMs need visibility into where items are placed in the warehouse and a transaction history log. Especially important to report back to the suppliers.

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Approve Items

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Pick, Pack, and Ship Orders

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Round #2 User Feedback Session

Again, with a prepared  script, I facilitated interviews with  9 Warehouse Managers from 5 states and 7 Trade Developers from 2 divisions to review the PDP, Approvals, and Order Fulfillment.

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Key Insights:

• Users like that the PDP is comprehensive and robustFew voiced concerns about having to manually input the data themselves.

• Approvers want access to Sales Consultants’ contact information to clarify order requests. Automatic notifications help keep both approvers and Sales Consultants aligned on status.

• WHMs pick and pack items together, going order by order.In some states, warehouse managers will only pull items when a sales consultant has arrived.

• Communication around pick-up status and unclaimed orders is key. Automatic notifications and reminders are valued to reduce manual effort.