Task no: https://jobinandjismi.atlassian.net/browse/ATG-415
Proposal Summary
This proposal covers the development of Purchase History Customization in SCA webstore for Artina Group website.
- My account
Requirement
Website URL
Sandbox : https://www.artinasb.tk/
- Add a new “Upload Check Copy” button to the Sales Order screen in Purchase History under My Account. This button will display an upload prompt and allow a customer to upload an image file.
- After the image has uploaded, it should attach to the Sales Order record, and also generate an e-mail to notify us that the check copy has been uploaded.
- If this was a web order it should send an e-mail to the email address associated with the Microsite (Service Email on Microsite Record)
- If this order was entered through the ERP, it should e-mail the sales representative who entered the order.
- When an order is placed through the webstore, or entered in the ERP, an order confirmation e-mail is generated. We must modify this e-mail template with a link back to the Sales Order in My Account so that the customer can upload a check copy.
Our solution
We can do the requirements by doing customization.
Add a new “Upload Check Copy” button to the Sales Order screen in Purchase History under My Account: –
We have to create the extensions for the implementation in the SCA site. We need to create a Transaction body field for storing the image in the sales order. When the button will display an upload prompt and allow a customer to upload an image file. We upload the image to newly created transaction body field of corresponding sales order.
After the image has uploaded, it should attach to the Sales Order record, and also generate an e-mail to notify us that the check copy has been uploaded.
We have to create the Workflow or client script for the implementation functionality in the SCA site. It is possible to identify the sales order from where it is created. Also, we can send notification emails.
The content email is labelled “Check copy has been uploaded for sales order.” Also, we will attach the sales order number to the content.
Could you please specify the sender and receiver of the email?
We will use workflow or client script to identify the sales order from where the sales order is created. If a sales order is created from the website, we will send an e-mail to the email address associated with the Microsite, and if it is from NetSuite, we will send an e-mail to the sales representative who entered the order.
When an order is placed through the webstore, or entered in the ERP, an order confirmation e-mail is generated.
We can possibly customize the email template and link to the sales order. We need to design an email template to add the corresponding sales order redirection link and my account redirection link to the website, also need to fetch the details from the corresponding sales order. We intend to add a redirection link position to the email template, as shown below.
There are numerous forms in the ERP sales order. The Case of an ERP Sales Order Email: We are considering the sales order form “Artina Sales Order” and the PDF email template “Artina Sales Order PDF/HTML Template.”
Assumptions
- Development will be initially done in sandbox and then will be pushed to production. Once verified in sandbox.
- We added proposal for developing latest version of Artina Website.
- Currently, we are planning to upload image through the prompt.do you need to show the image uploaded.
- We need to customize the NetSuite sales order PDF Email Template and website sales order email template. The currently used PDF Email Template is “Artina Sales Order PDF/HTML Template “can we reuse the email template?
- We only include the sales order URL if the customer has website access.
- We will consider the Sandbox and Production Update.
- We will develop a UI section based on the current theme and any additional changes to the UI of the email, Theme or functionality will be considered extra.