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Suggestions on how to get eCart to handle both credit cards and invoices

Thread began 5/07/2013 12:53 pm by rod431909 | Last modified 2/16/2019 11:00 pm by Ray Borduin | 695 views | 31 replies |

rod431909

Suggestions on how to get eCart to handle both credit cards and invoices

I am trying to build a checkout system that mirrors a current one I built with a different system and a lot of elbow grease. Currently when a client is ready to check out I take them to a login page where they can either log in or sign in as a new user. A new user can sign up either as a consumer (where they are taken through a credit card payment option) or as a corporate user (where they are sent an invoice). The only real different between the two users is that there is a true/false flag set in a db table and whether the credit card info is captured. Although I have yet to be able to get the eCart checkout wizard to work for the credit card checkout, I was thinking once I did this that I could find some way to change the pages generated to meet my needs. Am I going about this the wrong way?

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Jason ByrnesWebAssist

use security assist for the registration and login process.

you can edit the login behavior on the login page to store the true false column in a session to determine the logged in user type.

you can create an access rule for the user types based on the session.

run the checkout wizard twice, once with no gateway, the second time to accept credit cards. make sure the pages use unique names.

use the access rules to restrict access to the checkout pages so that the checkout pages are accessible to the intended user types.

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rod431909

Sounds like a good approach. Thanks Jason. I was unsure if I could have two separate wizard based checkouts. Good to know.

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Jason ByrnesWebAssist

yes, you can use the wizard to create multiple checkout pages, on the last step, you can set the name of the pages, make sure to use unique page names.

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rod431909

Cool.

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graham

Ray ... can you suggest a work flow for me to implement wholesale order submission?

Happy New Year - haven't been in the forums for a bit, will be purchasing the Data Bridge update soon! Today, I am working on fitting the website for wholesale shopping ... as for now, we charge a flat rate for customer shipping, with FREE shipping on orders over a certain threshold (all this works fine - you've helped me tweak the setup a few times in the past). However, at this time, shipping for wholesale orders will need to be calculated manually ... can you suggest a work flow for allowing the wholesaler to submit the order directly, bypassing the Paypal checkout, allowing me to invoice them later? I imagine it is a fairly simple fix, I just haven't been in the mindset for awhile and hope you can help me from spinning my wheels too much :)

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Ray BorduinWebAssist

You just have to add an IF statement to skip the payment code under that circumstance. I don't really have enough details to tell you exactly what to do, but it shouldn't be too hard to pull off. You need to be able to identify those orders and then skip the payment code in that case.

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graham

Will go on the hunt this aft and work on it ... thanks for suggesting a direction. Would an "invoice me" button on the cart page for those logged in at wholesale user level, work? I could skip the confirm page, etc ... simply store it to the database from the cart (?) ... is there any downside to that?

Associated question, I was going to create wholesale coupon codes to adjust product retail pricing in the cart ... would you have a better way to adjust all prices automatically for those logged in as wholesalers? Again, probably straightforward, but I haven't been wearing this hat for awhile :)

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Ray BorduinWebAssist

I think that technique should work.

A wholesale discount would work. It really is up to you to figure out how you want to do it and then I can help explain how to do that. Anything is possible. It is more a matter of deciding what user experience you want and then figuring out how to do it.

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graham

How to skip payment code and proceed through to checkout_success.php for purposes of confirming invoice details

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