Looking for a Invoice/Edit Order/Payment Solution

[philip937]

Hope someone can help, I am after a custom solution which basically works in the following way:

1. Orders are created by invoice only (i.e payment isnt taken at order creation) invoice mod?

2. Orders can be edited based on stock avaiability etc (I know there is an edit orders mod)

3. Once an order has been created, checked and potentially edited, then have the ability to then click a button in the admin which sends a paypal money request with the updated / checked order details to the customer for payment

so basically if the customer is happy with any changes then they can pay, if not they can choose not to pay and confirm the order.

So numbers 1 & 2 i think are already mods that are about, however I have not seen anything about that could link in the ability to do number 3. can anyone give any advice?
Cheers

Phil

[DivaVocals]

Hope someone can help, I am after a custom solution which basically works in the following way:

1. Orders are created by invoice only (i.e payment isnt taken at order creation) invoice mod?

2. Orders can be edited based on stock avaiability etc (I know there is an edit orders mod)

3. Once an order has been created, checked and potentially edited, then have the ability to then click a button in the admin which sends a paypal money request with the updated / checked order details to the customer for payment

so basically if the customer is happy with any changes then they can pay, if not they can choose not to pay and confirm the order.

So numbers 1 & 2 i think are already mods that are about, however I have not seen anything about that could link in the ability to do number 3. can anyone give any advice?
Cheers

Phil

Two words.. Custom Code.. You will proabably need to hire a dev to build this for you..

[philip937]

Figured as much Diva

ive been having a think and am starting to come up with some ideas

step 1 install invoice only
step 2 to install admin edit orders
step 3 customise initial email order confirmation notifying order is being reviewed
step 4 create a order statuses of 'awaiting payment' & 'paid'
step 5 custom code something so that when order status to changed to 'awaiting payment' it send the normal order confirmation email with a link instead of saying 'view detailed invoice' change to 'Pay for order' (or something similar) link still takes them to order details
step 6 create a custom paypal button (based order details) to show on the order detail page that only shows when the order status is 'awaiting payment' and title it 'pay now'..
step 7 somehow get the ipn to change the order status from awaiting payment to 'Paid' once payment is taken and so that the pay now button now longer shows.

Should be doable with a little thought I guess.

I thought I would check on here if something similar has been done before I go re-inventing the wheel..
step

[DivaVocals]

Figured as much Diva

ive been having a think and am starting to come up with some ideas

step 1 install invoice only
step 2 to install admin edit orders
step 3 customise initial email order confirmation notifying order is being reviewed
step 4 create a order statuses of 'awaiting payment' & 'paid'
step 5 custom code something so that when order status to changed to 'awaiting payment' it send the normal order confirmation email with a link instead of saying 'view detailed invoice' change to 'Pay for order' (or something similar) link still takes them to order details
step 6 create a custom paypal button (based order details) to show on the order detail page that only shows when the order status is 'awaiting payment' and title it 'pay now'..
step 7 somehow get the ipn to change the order status from awaiting payment to 'Paid' once payment is taken and so that the pay now button now longer shows.

Should be doable with a little thought I guess.

I thought I would check on here if something similar has been done before I go re-inventing the wheel..
step

Wanted to point this out.. Your workflow implies that the order is "incomplete" (as in unpaid) from a standard e-commerce transactional POV.. I'm thinking that whatever solution is built is going to have to make SOME edits to Edit Orders to support your workflow..

[lhungil]

...
step 1 install invoice only
step 2 to install admin edit orders
step 3 customise initial email order confirmation notifying order is being reviewed
step 4 create a order statuses of 'awaiting payment' & 'paid'
step 5 custom code something so that when order status to changed to 'awaiting payment' it send the normal order confirmation email with a link instead of saying 'view detailed invoice' change to 'Pay for order' (or something similar) link still takes them to order details
step 6 create a custom paypal button (based order details) to show on the order detail page that only shows when the order status is 'awaiting payment' and title it 'pay now'..
step 7 somehow get the ipn to change the order status from awaiting payment to 'Paid' once payment is taken and so that the pay now button now longer shows.

This is similiar to a workflow I've been working towards... 1) Customer calls or requests a quote online. 2) Order is added to Zen Cart (by customer or by employee). 3) Customer notified the request has been received. 4) Customer notified of payment required to complete order (and any other order status changes). 5) Customer visits website to complete order (or calls in payment). A little different workflow, but one I've had clients request in the past.

Changes to be made in templates / database (already supported by Zen Cart)

1. Add new order status. For example "Shipping Quoted", "Awaiting Payment", "Completed", etc.
2. Adjust payment module settings for which status to set on the order.
3. Modify order confirmation email template.
4. Modify order status / updated email template.
5. Change the order status and send email w/ order comment(s).

Needed Zen Cart add-ons / plugins

1. "Request Shipping Estimate" shipping module (for those who deal with freight or when unable to pre-determine shipping options). I've built a non-public one of these - most stores probably would not need this.
2. "Request Quote" payment module (for shipping estimate, quote requests on an order, etc). I've built one of these and made changes to custom templates to add additional verbiage and set the order status.
3. Admin interface to create a new customer (lat9's Add Customer or Admin New Order).
4. Admin interface to add new orders (Admin New Order).
5. Admin interface to bulk add orders (for those using 3rd party order management - not something I plan to tackle at this time).
6. Admin interface to modify orders and shipping information (ever wonder why Edit Orders was recently revamped?).
7. Admin interface to bulk print / export completed orders not already exported (a couple plugins come to mind here).
8. Customer interface to rebuild order and request payment w/ the "Request Quote" payment module disabled.

Wanted to point this out.. Your workflow implies that the order is "incomplete" (as in unpaid) from a standard e-commerce transactional POV.. I'm thinking that whatever solution is built is going to have to make SOME edits to Edit Orders to support your workflow..

If no payment is taken up front Edit Orders should work. If a portion of the payment is being taken up front... Then modifications to Edit Orders would be needed...

I see a couple different ways to handle "partial prepay" or "down payment". One would be large changes to Edit Orders... One would be small changes to Edit Orders (involves creating an order total module for "down payment" or giving "store credit" for the prepaid amount, cloning the order to a new order #, changing the old order to use a non taxable product labeled "down payment" for the original order amount, adding the "down payment" or credit order total to the new order #, and notifying the customer via email).

Other thoughts
Of course following up with a phone call to customers would also be a good idea (and logging the call using order comments). Many of the required modules have been built excluding #8 (Collect Customer Payment Online).

I've obviously put way too much time into things about this (and somewhere I actually have a UML state diagram)... So may be missing something obvious... What are other people's thoughts?

[DivaVocals]

If no payment is taken up front Edit Orders should work. If a portion of the payment is being taken up front... Then modifications to Edit Orders would be needed...

I see a couple different ways to handle "partial prepay" or "down payment". One would be large changes to Edit Orders... One would be small changes to Edit Orders (involves creating an order total module for "down payment" or giving "store credit" for the prepaid amount, cloning the order to a new order #, changing the old order to use a non taxable product labeled "down payment" for the original order amount, adding the "down payment" or credit order total to the new order #, and notifying the customer via email).

Other thoughts
Of course following up with a phone call to customers would also be a good idea (and logging the call using order comments). Many of the required modules have been built excluding #8 (Collect Customer Payment Online).

I've obviously put way too much time into things about this (and somewhere I actually have a UML state diagram)... So may be missing something obvious... What are other people's thoughts?

Actually I meant that Edit Orders does not support a workflow which requires automated processing of a payment (full or partial) through any payment processor such as PayPal or Authorize.net..