Pengin-Open-Source / pengin-pi

PENGIN PI! A CRM with the back bone of a feature light ERP system. Utilitarian in design, easy to extend, customize, and deploy. Made by a community, supported by Tobu Pengin.
GNU General Public License v3.0
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Order Workflow #431

Closed stuart909 closed 5 months ago

stuart909 commented 6 months ago

431: Order Workflow Enhancement

Description:

This issue focuses on implementing a comprehensive order workflow with two sets of views catering to both customers and admins.

Customer Views:

For the customer-facing views, the goal is to enable customers to manage their orders effectively. The following functionalities should be added:

All actions performed by customers should create a ticket in the ticket system on their behalf. If the ticket system lacks the necessary ORM to implement these features, please escalate the issue to management.

Admin/Sales Views:

For the admin/sales-facing views, the objective is to delegate order support responsibilities to the sales role. Admins currently have the ability to edit all orders, but we want to empower sales roles to:

This ensures a streamlined and secure order workflow, with clear distinctions between customer and admin/sales roles. Please review and merge accordingly.