Enable the ability to impersonate users therefore allowing ordering without the end user logging in directly to the web site

[taeche]

With the customers' consent, we should be able to provide means for administrators of our web site to order on behalf of our customers. (If there is other way to accomplish the same feat than I am OK not using the web site). The scenario is during convention or show, the customer could be ordering right at the site and without themselves creating login on our site.

[daypekr]

We may create a woocommerce plugin for this. Please consider my idea below.

Example scenario:

Admin page(Action by admin):

1. Admin login
2. Go to the product page
3. Click "Create one time URL to purchase as anonymous user as a Retailer(or Wholesaler)", which will produce a URL
4. Give the URL to the customer

In the URL(Action by customer):

1. The page show discounted price for Retailer(or Wholesaler)
2. Customer click "Add to cart", and then move to check out page by clicking "Check out"
3. Customer fill out address information for delivery and proceed payment.

In the Admin(Action by admin):

1. New order is made by an anonymous user.
2. Process the order the same as other order

[taeche]

The idea is fine but we don't want the users to order the product themselves. Think of a scenario where you are working on a booth at a trade show and customer walks by and wants to order your product right then. How do we order? The actual act of ordering must be done by you or your employees.

[taeche]

The latest requirement on this...

Business Requirement: Administrators must be able to submit orders quickly using the existing web site without having the end users log on to the web site. The current new order page can be used to accomplish the ordering but it’s not very intuitive therefore we need a different means to order on behalf of customers.

Pre-Condition: • Administrators have access to the SoDoEx -> WooCommerce plugin. • Administrators have right permission set to create a new order. • Credit card reader is available and can be leveraged via the mobile phone. (The credit card transaction will be happened offline and not within the website)

Functional Requirement: • Use existing Add New Order as a base and create a Add New Order page • Order Details Section o Add the ability to add a new customer from the Customer dropdown list. o Add “Add New Customer” as a selection. Once selected give the administrator the ability to add a new customer which can be later selected by the administrator to complete the order • PDF Invoice data Section – Hide or Remove • Order Item Section o After adding products, the total should include the customer type value during its calculation. • Custom Fields – Hide or Remove • Revolution Slider Options – Hide or Remove • Downloadable Product Permissions – Hide or Remove

[daypekr]

The feature is implemented and deployed to DEV. Notice that the feature is added to existing Add Order page.

Instruction

1. Go to Admin>Woocommerce>orders>Add New order
2. You can create a new customer by clicking the button.
3. You can select role of the customer.
4. Once a customer created, Billing and Shipping address sections are expended and fulled out basic information, name and email.
5. When adding products, it shows default price.
6. Then select a product, it is added to order items with discounted price according to the customer's role.

Hiding section can be done by unchecking each section in the Screen option on top of admin page.

Please check it out on the DEV site.

Questions.

Shipping cost is added by manually. Do we need to associate it with Fedex API?

[taeche]

Looks good so far. Let me play around more and let you know.

Date: Fri, 18 Mar 2016 08:47:52 -0700 From: notifications@github.com To: SoDoEx@noreply.github.com CC: tae.chekal@outlook.com Subject: Re: [SoDoEx] Enable the ability to impersonate users therefore allowing ordering without the end user logging in directly to the web site (#10)

The feature is implemented and deployed to DEV.

Notice that the feature is added to existing Add Order page.

Instruction

Go to Admin>Woocommerce>orders>Add New order

You can create a new customer by clicking the button.

You can select role of the customer.

Once a customer created, Billing and Shipping address sections are expended and fulled out basic information, name and email.

When adding products, it shows default price.

Then select a product, it is added to order items with discounted price according to the customer's role.

Please check it out on the DEV site.

— You are receiving this because you authored the thread. Reply to this email directly or view it on GitHub

[daypekr]

When deploying #8, this feature has been also deployed to production because a modification of a common file for both ticket(#8,#10) has been deployed which causes full deployment of #10(current ticket). It will not affect to the user screen, but only to the back office(admin screen).