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lafi-business-group / lafi-sa.issues

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Quotation create function enable/disable button required for users #5

Open majeedpalakkal opened 4 years ago

majeedpalakkal commented 4 years ago

Presently the Distributors and Dealers can create quotations from our website. We want to restrict it by a radio button

Default option: Allow all Dealers & Distributors can create quotations

To add a new restriction option, please follow the Steps:

  1. https://www.lafi-sa.com/new_test/manageUser/
  2. Edit User
  3. Make the necessary changes in the portion of Access Management image

When the admin click on restrict button show a text box with a default message "Sorry, Your quotation tool is temporarily barred due to your purchase history is empty or not satisfactory. To reactivate this feature, place online orders" The default message is editable for Admin.

image

Output:

  1. If the Quotation creation restricted user click on List to Quote to create a quotation for his client, Show him a popup message
  2. If the Header customization restricted user click on "Apply Custom Header" Show him a popup message Sorry, Your Header creation is temporarily barred. Contact at admin@lafi-sa.com for details image
azharakbar commented 4 years ago

@majeedpalakkal Doubts:

  1. Instead of Block Quotation creation and Block Header Customization which is by default Uncheked, can it be changed to Quotation creation and Header Customization and make it default Checked ? So that it is more understandable, and whenever u want to block, you can just uncheck it

  2. What about the reversal action after blocking ? Should it be automated or is it manual ? As per the description, it seems to be manual. If you are planning automated, mention the detailed modus operandi

  3. The error popup/message shown to a blocked customer should be the same as that of whatever entered in the editUser page ? will it be different for different customer ? if it is same, then we can place it a global level rather than for each user

majeedpalakkal commented 4 years ago

For your query, I will answer itemized.

  1. OK.. Your suggestion is great, accepted

  2. If you can arrange an automated block option also very much appreciated. If a Dealer/Distributor creates 25 quotations without placing any order, we can automatically block him in creating quotations customization of header. If he place an order and delivery finished successfully, we can reverse the action automatically also. No need complicated rules upon reactivation. I mean no condition to wait until the maturity.

  3. I don't exactly got what did you mean by this question. As far as I understand, by some reasons we will forcefully needed to block this customer. So, we can type a reason why. That's what I preferred an editable text message field there.

azharakbar commented 4 years ago

@majeedpalakkal

  1. How should the counting of 25 quotations be? From when?
  2. Where should the editable text message be displayed? Incase of automatic blocking, what should be the default message to be shown?
majeedpalakkal commented 4 years ago

  1. According to the current concept of our website, a dealer can create unlimited quotations for his clients and can keep this quotations XX days in his dashboard (in user file has an option for admin how many days (xx) allowed for him to keep. default is 30 days). and after 30 days, it automatically must be deleted from our database. This was the concept. But I don't know exactly this function is working properly or not. We can add this more options in user file as shown in picture below: image

  2. When the user clicks List to quote or trying to customize his header

azharakbar commented 4 years ago

@majeedpalakkal Answer to Point 2 is not clear My question was Suppose Customer X placed order today..and delivered tomorrow

So if X places the next order after 24th quotation generation, and it completes delivery, then again the counting to 25 has to be started from 0 right ?

azharakbar commented 4 years ago

@majeedpalakkal Question 3 once again As per your requirement description, you have told to provide TEXT FIELDS at admin side whose contents have to be shown in the error popup for blocked customers .. If the admin havent given any message purposely for blocking .. What should be the default message that has to be shown by the system for "QUOTATION BLOCK" and "CUSTOM HEADER BLOCK" ?

majeedpalakkal commented 4 years ago

Answer to Point 2: In this case, we can extent his validity for another 25 quotations more by default. Moreover, the admin can manually increase/decrease the count of quotation manually. So, it's not a problem.

Question 3: Quotation Block: Your quotation tool is temporarily barred due to your purchase history is empty or not satisfactory. To be reactivated this feature automatically, please place online orders.

Custom Header Block: Your Header customization tool is temporarily barred due to your purchase history is empty or not satisfactory. To be reactivated this feature automatically, please place online orders.

azharakbar commented 4 years ago

Ok, doubts cleared

azharakbar commented 4 years ago

The implementation is completed and is moved to test @majeedpalakkal

azharakbar commented 4 years ago

Things done as per discussion