requiring information after login and before finalizing checkout

**kobra** · 7 Mar 2016, 11:38 PM

Originally Posted by kobra

So at what point does the tax ID get entered/provided currently?

Originally Posted by delia

He just wants to make sure it's provided before they order - but after they login (guess it could be during the login, too)

You have stated the he wants to insure that it is provided before they order
You have not answered when or how it is currently collected...

**delia** · 8 Mar 2016, 01:59 PM

and the simplest answer is - instead of setting up customers as approved, set them up as pending approval with the ability to browse and see prices but not buy. During edit account when they add the tax id number, the approval setting gets updated as well.

Thanks for all the coding advice!

**mc12345678** · 8 Mar 2016, 02:33 PM

Originally Posted by delia

and the simplest answer is - instead of setting up customers as approved, set them up as pending approval with the ability to browse and see prices but not buy. During edit account when they add the tax id number, the approval setting gets updated as well.

Thanks for all the coding advice!

Are there current users that are/will be affected? (Would want to let them know they need to do something and would want to set them as pending approval if their # is not yet entered)
Haven't used the pending approval status enough to recall user flow, but would certainly want to provide. Enough information (links?) to let them (anyone in pendingg status) know what piece of information is needed/missing to progress.

Probably other helpful things to make it easier for the customer, but considering the current situation of this task, looks like a solution has been found.

**delia** · 8 Mar 2016, 02:42 PM

Yeah, will have to edit the welcome email and provide messaging in the cart as well. Present customers who have yet to provide the taxid could be found by a sql query and change their status to pending in the database.

**kobra** · 9 Mar 2016, 05:18 AM

Originally Posted by delia

and the simplest answer is - instead of setting up customers as approved, set them up as pending approval with the ability to browse and see prices but not buy.

Glad to see you found this advantageous

Originally Posted by kobra

Not in the code but one could change the store function maybe
admin > config > Customer Details > Customer Approval Status - Authorization Pending > set to one of the options

Only approve them if they provide their tax ID