Allow store admins to create a new account, or use an existing account in the workflow of creating a new order [#1918440]

When creating an order in Ubercart, the first step in the order creation process was to find an existing customer, or create a new one. This made sense so the order being created by Admin was tied to an email address and a user account.

In Drupal Commerce - this entire step appears to be non-existent? Orders created by Admin are not tied to any email addresses (as there is no email field on the Create Order screen), nor are they tied to any accounts as there is no mechanism to either create an account or use an existing one. This is causing all manner of headaches.

Anyone got any ideas how this should be approached?

Comment	File	Size	Author
#1	order-email.PNG	13.27 KB	mrpeanut

Comments

Comment #1

mrpeanut commented 15 February 2013 at 19:25

Category:	feature	» support
Priority:	Major	» Normal
Status:	Active	» Closed (works as designed)

Status	File	Size
new	order-email.PNG	13.27 KB

The Order contact e-mail, under User information, allows you to tie the order to an email address.

Order email

Comment #2

jasonabc commented 15 February 2013 at 19:33

Category:	support	» feature
Priority:	Normal	» Major
Status:	Closed (works as designed)	» Active

Thanks but this is less than half the issue. You cannot enter anything in "Owned By" if the user doesn't have an account - in which case the order is tied to the Anonymous account, which is useless.

The order can be assigned an email address - but no account is created for that user once the order is saved so there is no way for the user to log into the site to view their order.

Even worse is if the user comes to the site and creates an account with the email address used on the order - the order is not tied to the new account!? Admin has to go in and manually add the new username in the "Owned By" field.

Reopening.

Comment #3

rszrama commented 15 February 2013 at 21:10

Title:	Creating Orders - no email or account?	» Allow store administrators to create an account in the workflow of creating a new order
Version:	7.x-1.4	» 7.x-1.x-dev
Priority:	Major	» Normal

Let's get toward a little more useful title / description then - as I understand it, you want to see an order creation workflow that allows the administrator to search for an existing account / create a new account if it doesn't exist. In the meantime, that can be handled through Rules by looking for a user with the matching e-mail address or creating one if it doesn't exist via Rules on the "After an order is created" event much like we do in the checkout completion rules. I'm not sure if this belongs in core or not, but we can at least leave it as an open feature request.

I don't see us updating previous orders to assign them to a user account created after the order was complete, but it could be done through Rules.

Comment #4

jasonabc commented 15 February 2013 at 21:33

Title:

Allow store administrators to create an account in the workflow of creating a new order

» Allow store admins to create a new account, or use an existing account in the workflow of creating a new order

Adjusted title slightly. I wasn't suggesting updating previous orders to assign them to a user account created after the order was complete. My point was that, currently, if an order is created in Admin for a customer without an account, their email can be tied to the order (great), but no mechanism exists for that customer to log on and see their order (not great). Even if the customer subsequently comes and creates an account using the same email that was tied to their order - the order is *not* tied to their new account so they have nothing to look at when they log in.

Comment #5

marcus178 commented 9 June 2013 at 08:01

I also feel that this is a much needed feature. Having a step at the start of order creation where you can search for a existing user, or create a new one, is much better and in addition to this being able to select an existing address would be a great help.