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  • Glen Peters 23 posts 114 karma points
    Oct 03, 2016 @ 14:38
    Glen Peters
    0

    Product Substitutions on Unpaid Invoices

    I have a client request to be able to substitute items in an unpaid, cash sale invoice. The client wants to be able to take comments collected during the original checkout and then be able to remove the item from the invoice and replace it with another new custom item that meets their customer's comments.

    Is there logic where this can be done on this type of invoice?

  • Rusty Swayne 1655 posts 4993 karma points c-trib
    Oct 03, 2016 @ 17:16
    Rusty Swayne
    0

    Not directly against an existing invoice.

    Invoices can be adjusted - and you can do a checkout for the customer through the back office, so it would be more of an accounting exercise.

    Make an adjustment on the cash invoice originally created and do a back office store checkout to create a new invoice with the replaced items ... ?

    Data wise, it is possible, the service layer and UI would need to be updated to do it directly. I don't think it would be too difficult to write a directive to pop a window to do it ... checkout the existing adjustment dialog.

  • Glen Peters 23 posts 114 karma points
    Oct 03, 2016 @ 20:58
    Glen Peters
    0

    I think I mentioned this project in another post, but to clarify, this project entails modifying the checkout page so that rather than actually taking payment, we will create cash invoices and never collect. The purpose is to use Merchello as a quote request for products allowing the user to add comments to each product or variant selected to specify what modifications are desired to the product.

    To extend this further, the client would like to then respond to his customer and adjust the invoice by replacing the selected item with a customized item.

    From what I understand from your response, My client would reduce the price of the total invoice amount to zero with an adjustment. Then they would use a new back office store checkout method that we would have to create to add a new invoice for that customer. I don't see a way to do that with a stock Merchello install with the new Bazaar as it sits right now.

    I have looked at the existing adjustment dialog on the front end, but haven;t looked at the code - I'll task a team member to do that.

  • Rusty Swayne 1655 posts 4993 karma points c-trib
    Oct 04, 2016 @ 15:03
    Rusty Swayne
    0

    I remember that post now, sorry I did not put together the relation. In that post we were talking about a quote as something like a saved basket (which would not be an invoice and not have any payments).

    In that case, you could follow the example of the basket/wishlist directives in the back office (customer view). If you took that approach, you could adjust the prices of the products as they are moved into the basket and create the invoice off the back office basket.

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