Customers authorization status

[Derek Bryant]

Setting a customer's status e.g. "Pending approval - may browse no prices" doesn't seem to affect anything
Is there another switch in admin that I need to set?


thanks


Derek

[Ajeh]

Check your settings in Configuration ... Customer Details ...

Customer Shop Status - View Shop and Prices
Customer must be approved to shop
0= Not required
1= Must login to browse
2= May browse but no prices unless logged in
3= Showroom Only

Customer Approval Status - Authorization Pending
Customer must be Authorized to shop
0= Not required
1= Must be Authorized to Browse
2= May browse but no prices unless Authorized
3= Customer May Browse and May see Prices but Must be Authorized to Buy

[Derek Bryant]

many thanks Linda - I was not aware of that switch!!

[Ajeh]

Not a problem ... I do like to make those things ...

[Derek Bryant]

I still seem to have a problem:

My client wants to let people register a new account as normal and automatically become approved, purchase and buy goods.

He would also like then the option of changing a customer's status to say:
Customer May Browse and May see Prices but Must be Authorized to Buy

where he has a dispute with the customer
I've tried setting this option for a dummy customer but it doesn't seem to work - the add to cart button is still active
I am a bit confused as to the combination of admin switches needed for this process


please help

Derek

[Ajeh]

You need to do some customization to have a new account be set to Authorized but still be able to change that after the fact and be able to change it while a customer is logged in so that the next click will reflect the change ...

Edit the file:
/includes/modules/create_account.php

and add the code in RED around line 69:

  $fax = zen_db_prepare_input($_POST['fax']);
// bof: override CUSTOMERS_APPROVAL_AUTHORIZATION and set to 0 for approved
//  $customers_authorization = CUSTOMERS_APPROVAL_AUTHORIZATION;
  $customers_authorization = 0;
// eof: override CUSTOMERS_APPROVAL_AUTHORIZATION and set to 0 for approved
  $customers_referral = zen_db_prepare_input($_POST['customers_referral']);

around line 260 or so:

                            'customers_default_address_id' => 0,
                            'customers_password' => zen_encrypt_password($password),
// bof: override CUSTOMERS_APPROVAL_AUTHORIZATION and set to 0 for approved
//                            'customers_authorization' => (int)CUSTOMERS_APPROVAL_AUTHORIZATION
                            'customers_authorization' => (int)$customers_authorization
// eof: override CUSTOMERS_APPROVAL_AUTHORIZATION and set to 0 for approved
    );

/includes/init_includes/init_customer_autho.php

/**
 * recheck customer status for authorization
 */
// bof: override CUSTOMERS_APPROVAL_AUTHORIZATION check approval each click
//if (CUSTOMERS_APPROVAL_AUTHORIZATION > 0 && ($_SESSION['customer_id'] != '' and $_SESSION['customers_authorization'] != '0')) {
if ($_SESSION['customer_id'] != '') {
// eof: override CUSTOMERS_APPROVAL_AUTHORIZATION check approval each click
  $check_customer_query = "select customers_id, customers_authorization

and see if that works better for you ...

[Derek Bryant]

many thanks Linda for taking the time and trouble to code this.
I thought it would be a simple option of changing the customer authorisation status using the customer admin section.

The site in question is busy at the moment but when I have the chance to implement these changes I'll report back to you

best regards



Derek

[Derek Bryant]

Hi Linda

I tried inserting your mods into the the two files and uploaded but it doesn't seem to have made any difference.

I logged in with my dummy account and set the customer authorisation status to
Pending approval - may browse no prices
but all the prices were still there as well as add to cart buttons


best regards



Derek

[Ajeh]

Make sure the 2 settings in post#2 are set to 2 ...

Go to your store as a guest, and everything should be:
Price Unavailable
APPROVAL PENDING

Make sure your test account is set to Green for Authorized, and then login ... you should see Prices and Add to Cart features ...

Now, in your Admin, click the Green icon on your test account customer and it will turn Red ... in the store click a link and everything should change back to:
Price Unavailable
APPROVAL PENDING

Then in the Admin, click the Red icon on your test customer so it turns Green and in the store click a link and you should see should Prices and Add to Cart features ...

[Derek Bryant]

thanks Linda

As I understand it, this would mean that by setting those options to 2:
2= May browse but no prices unless logged in
2= May browse but no prices unless Authorized

All visitors would have to register to see prices and then wait for authorisation from admin if new
My client prefers new visitors and registered customers to be able to browse and see prices and fill a shopping basket and then checkout either by creating a new customer account or by direct paypal etc.

Is this possible?

thanks



Derek