Customer Id And Charge To Account

[saynernz]

Hi there, I'm looking into PrestaShop as a solution for a client.

 

There's just one thing the client requires and I'm not sure how I can go about this.

 

Basically, the client already has a database of customers. What they want to do, when one of those clients signs up to their PrestaShop store, is assign the customer their own account number from the pre-existing database somehow. Then, when the customer goes through the checkout, they want the customer to be able to hit a "charge to account" button.

 

In the back office, the client wants to be able to see the order along with the account number (and the rest of the customer details).

 

From there, my client will handle the rest of the transaction.

 

Is this, or some variation, possible at all?

 

Failing that.. is it possible to just have the checkout process proceed as normal, then you hit something called "Charge to Account" and then it creates the order in the backend of the shop, and displays to the customer a custom message (like "we will contact you regarding payment") without asking for payment online.

 

Sort of like the Cash on Delivery module.

 

Thanks for any help!

[Mike Kranzler]

Hi saynernz,

While I'm not sure off the top of my head if there is a module that can handle this, I think that due to the open source nature of our software I can help you put together some workarounds to customize a shop to include these features.

 

Through the Back Office, your client should be able to add his customers and assign them individual customer numbers, although they may still need to sign in using their email address.

 

From there though, I personally would tweak the Pay by Check option, changing the wording of that option itself and the text of what shows up when you click it.

 

For example:

Right now, you would click "Pay by Check," and you would be directed to a page with instructions on who to make the check out to, and where to send it.

 

However, with some tweaks to the software, you could change "Pay by Check" to "Use My Account" or something similar, and change the text on the following page to provide your client's specific directions. Additionally, the Pay by Check feature is configured so that the merchant must manually confirm receipt of the check through the Back Office before the order is finalized (and thus, the product can be sent to the customer), giving your client control of that aspect of orders as well.

 

There may be other, cleaner ways of doing this or even a module I am not currently aware of, but this should be a relatively simple tweak that would provide your client with the sort of functionality he is looking for.

 

If you have any questions about this, please let me know.

 

-Mike

[saynernz]

Thank you for your reply Mike, that was really helpful!

 

I did not find any modules that do what I want, so I have had the thought to customise one of the modules, either the 'Cash On Delivery' or the 'Pay By Check' module. I will take your advice and customise the Pay By Check module.

 

Through the Back Office, your client should be able to add his customers and assign them individual customer numbers, although they may still need to sign in using their email address.

 

Signing in using customer email address is no problem, the only thing I need for this is the custom customer ID field. I've gone in through the admin area and had another look to see if I've missed anything and found no way to do so - there's the First/Last name fields, password, email, and then a bunch of checkboxes or dropdowns.

 

Seemingly the most viable way I've found is through this tutorial: http://www.prestashop.com/forums/topic/113300-tutorial-add-custom-field-to-customer-registration-how-you-found-us-store-in-db-display-result-in-admin/ as a way to add in a field. I'd be totally new to doing something like this though and am worried about stuffing everything up. What I'm wanting is a field that both the store owner and the account holder can edit, the contents of which appears in the client order details and the invoice if possible.

 

Does it look viable to your experienced eye? Or any other suggestions?

[dspurlock]

Hey Mike

 

I also have a site I am working on which needs to use a "Charge to account" type situation. I think tweaking the "pay by check" module would work great for me. However, I am not real clear on where or how to do this. Is there instructions on this subject anywhere?

 

Thanks

Danny Spurlock

[Mike Kranzler]

Thank you for your reply Mike, that was really helpful!

 

I did not find any modules that do what I want, so I have had the thought to customise one of the modules, either the 'Cash On Delivery' or the 'Pay By Check' module. I will take your advice and customise the Pay By Check module.

 

 

 

Signing in using customer email address is no problem, the only thing I need for this is the custom customer ID field. I've gone in through the admin area and had another look to see if I've missed anything and found no way to do so - there's the First/Last name fields, password, email, and then a bunch of checkboxes or dropdowns.

 

Seemingly the most viable way I've found is through this tutorial: http://www.prestasho...esult-in-admin/ as a way to add in a field. I'd be totally new to doing something like this though and am worried about stuffing everything up. What I'm wanting is a field that both the store owner and the account holder can edit, the contents of which appears in the client order details and the invoice if possible.

 

Does it look viable to your experienced eye? Or any other suggestions?

 

Hi saynerz,

You can also check out this thread for more suggestions on how to accomplish this.

 

I hope this helps.

 

-Mike

[Mike Kranzler]

Hey Mike

 

I also have a site I am working on which needs to use a "Charge to account" type situation. I think tweaking the "pay by check" module would work great for me. However, I am not real clear on where or how to do this. Is there instructions on this subject anywhere?

 

Thanks

Danny Spurlock

 

 

Hi Danny,

This is actually something I brainstormed specifically for saynerz' issue, so there are actually no more instructions beyond what I posted above. I would have to look more deeply into this to provide you with specifics, but most of the changes you would be making to files should be within the modules/cheque directory.

 

-Mike

[dspurlock]

Hey Mike

 

I was able to modify the Cash on Delivery module and make it say Charge to Account everywhere I needed too.

 

I do have one other question. Can a module be renamed? I would like to rename the module I edited to chargetoaccount and put the original cashondelivery back to as it was.

[Mike Kranzler]

Hey Mike

 

I was able to modify the Cash on Delivery module and make it say Charge to Account everywhere I needed too.

 

I do have one other question. Can a module be renamed? I would like to rename the module I edited to chargetoaccount and put the original cashondelivery back to as it was.

 

I'm glad that worked for you! Yes, you should be able to make those changes without any major issues, but just be sure to make the changes in EVERY file within that folder. Make sure all references to cash on delivery have been changed throughout the module, including config.xml, validation.tpl, etc.

 

And as always, be sure to back up first! We're doing some cool stuff here, but it's important to be careful whenever editing core files.

 

I hope this helps.

 

-Mike