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reactioncommerce / reaction-feature-requests

Reaction Feature Requests
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Purchase Order option as a payment method #107

Open vwadher opened 6 years ago

vwadher commented 6 years ago

Prerequisites

Issue Description

For marketplace sellers (and even the main store) = Provide a default Purchase Order (P.O) "payment gateway" option for those who just need to test and/or for those who truly do not need a payment gateway because they are B2B and depend on their external payment methods by using a P.O.

Steps to Reproduce

  1. Log into admin tool
  2. goto "my shop settings"
  3. The only option is stripe. If the user wants to simply test the checkout process and/or wants to implement a Purchase Order system then there is no way for them to proceed. Short of customizations.

Possible Solution

  1. An "active" seller logs into the admin tool
  2. Goto "my shop settings"
  3. Provide an alternative option here for "Setup Purchase Orders"
  4. Fields / Features:
    • Enable / Disable
    • Purchase Order # field name (allow user to call it whatever they want)
    • Min Order Total (this value is the min order value where a PO is allowed)
    • Max Order Total (this value is the max order value where a PO is allowed)
    • Approved PO Customers (a method to allow the seller admin to approve which customers will be shown this option at checkout. Either by email address, or domain name, or customer segment tags. A PO option surely should not be available to any/all customers and usually, a seller knows who they have an existing PO relationship with hence they can pre-load who can pay via a PO)
    • Per the above, create a "roles" or "group" feature that allows sellers to bucket customers for the above permissions and also for other marketing purposes.

Versions

Node: 9.5.0 NPM: 5.6.0 Meteor Node: 8.9.4 Meteor NPM: 5.6.0 Reaction CLI: 0.27.0

vwadher commented 6 years ago

Some additional thoughts:

  1. For all PO transactions the order should automatically go “on hold” or “pending” status. Never auto approved or processed.

  2. The seller admin should be able to: a) Edit the order details (at the least edit the qty) b) And then change the order status to process and ship it.

brent-hoover commented 6 years ago

@vwadher You can't currently edit an order that has already been created, so adding that functionality would be out of scope for creating a payment plugin.

vwadher commented 6 years ago

@zenweasel - ok then just something to keep in mind since Purchase Orders often do get changed. But in our case we would recommend people to just cancel and re-order if needed.