Setting credit limits and manage credit for client
| Project: | e-Commerce |
| Version: | 5.x-3.6 |
| Component: | new module |
| Category: | feature request |
| Priority: | critical |
| Assigned: | Unassigned |
| Status: | active |
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In the development process I found that I need the following feature in my project. will this be added in near future.
Details are as follow:-
1. For each client Admin set a credit limit which is the total amount a client can order and be invoiced for.
2. On the Registered User page there should be two fields, one which is the current client "Credit Balance" and the "Credit Amount".
3. The "Credit Balance" is the balance which the Client’s accounts department will manage automatically/manually by updating this field with how much the Registered User has remaining on their account.
4. The "Credit Amount" is the maximum the Registered User can order on credit, this should never be surpassed when completing the check out process.
5. Pay by credit card or invoice - During the choice between paying by credit card or by invoice, only display the choice for displaying the invoice if the Registered User has a credit amount set.
many thanks
#1
This is not really possible on ec 3.x because of how receipting works. It really knows nothing of customer balances, paying multiple invoices, credit terms etc.
However because in 6.x-4.x the receipting and customer systems have been complete re-developed and now is possible to handle things like this no real modifications to the system.
Basically there are only a couple of things that need to be done to allow this to work.
1. Either a new customer type needs to be created or modify an existing on to be able to handle the credit limit. If you are going to develop on them maybe it would be good to use something like CiviCRM or SugarCRM will will give you a complete CRM package.
2. Add to the checkout a check which will validate that the customer has enough credit to make the purchase.
That is basically it, but something that I will be needed to be developed to a method for the customer to make payments against multiple invoices, and also send out statements. These are things that I am still doing as part of the development.
The main 2 parts that you will require are not that big. But e-Commerce is still in active development and some part that you will require are not there yet.
Gordon.
#2
Got a option to accept payments using a cash on delivery (C.O.D.) model. This is useful for pickup orders, orders external to ecommerce.
But the issue is.............. orders on valid credit account, or orders that are arranged via other means.
So is there any solution, to configure credit amount in COD for each registered user?
Gyani