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HomeHomeGeneral Informa...General Informa...Feature Request...Feature Request...Version 1.7 and #325Version 1.7 and #325
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1/28/2013 3:20 PM
 
Can you give me some detail on change request #325 that's listed for version 1.7?  We're looking to use your cart but would like the site owner to be able to create orders for their customer such that both offline and online orders are placed through the store such that order data, receipts etc can all come from one system.  Is there an ETA on 1.7?

Thanks,


Paul.
 
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1/29/2013 5:35 PM
 
Hi Paul

Some of the tickets we have a pretty old and we've rolled them over from earlier releases of Cart Viper. In the mean time we have created and completed other tickets which are very similar. I think this is the case with ticket #325.

We have two options which may already give you want you need.

1. Offline Payment Roles
We can now restrict the role which can use the offline payment option. So in the case you could define this to be available to only administrators. The the admin could create orders.
The only downside to this would be that the orders would be created on the administrator's account. So the customer won't be able to see any order history in their own account.

2. Create Customer Orders
In the Store Admin > Store Info > General Settings there is a option to allow the admin to create quotes on behalf of customers. The option is called "Create Orders on Behalf of Customers".

When checked the admin can create a shopping cart of items which gives them the option to create a quote for a customer, the option to do this is shown on the cart page.
The admin can then adjust the prices and shipping manually if required before the customer is emailed a link to pay for the items using their credit card online. Once the quote is paid the customer will then have that order in their order history.



Would either of these options work for you?

Regards

Mark
 
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1/29/2013 10:53 PM
 
Hi Mark,

In this case no.  As well as selling via the website, we need to record and produce receipts for clients who order and pay face to face where internet access may not be available.  As such the sales have to be 'offline' from the client but ideally we'd want the receipts these clients get to match those of clients (which may be the same)  who order online.  So the scenario we are trying to cover is this:

Client places order for fitness products within the gym environment and will probably pay by cash or cheque.  There is no internet access here so the admin (instructor) cannot login and create their own order.

Instructor obtains products ordered, records sale and produces receipt which they then email to clients.

As such you can see that the order has to be recorded against a client such that the receipt is emailed to them but cannot be created by the client themselves.

So ideally the instructor would be able to register the client, create an order for their behalf and then mark it as paid such that the receipt is emailed to them as it would be for an online sale.

Hope that makes sense.

Paul.

 
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1/31/2013 7:10 PM
 
Hi,

In that scenario I would suggest once the admin has taken the order in the gym and has returned to a location with internet access they would create a user account on the DNN site for the client then login with the newly created customer account and assemble the order and pay via the offline method. They could then login as a store admin and change the order status as paid, the customer would then be emailed a receipt of the order as if they had actually placed the paid for the order online.

Thanks
Nigel.
 
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HomeHomeGeneral Informa...General Informa...Feature Request...Feature Request...Version 1.7 and #325Version 1.7 and #325


 

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