Chris,
 
Thx for the update. Lets wait for the quote, maybe it is not so bad and we three can handle this together.
 
DickS

UPDATE THUS FAR:
 
Status Customer Reply
Posted by Daniel
Posted 2/22/08 4:55 PM
Viewed by administrator 2/22/08 5:09 PM
please see our forum conversation as well...
 
http://www.viart.com/forum_topic.php?thread_id=1145&page=1
 
 
Status Customer Reply
Posted by Daniel
Posted 2/22/08 4:55 PM
Viewed by administrator 2/22/08 5:09 PM
I'm not sure how to explain it more clearly...
 
1.) Ability to edit the order so that you may add/remove products, options, and coupons to the customer's order via an order editor.
2.) Right now, no availability to edit shipping costs. We want to be able to do that.
3.) Have it so that when a customer pays, it takes the balance to zero and when we add/remove such as in item 1 above, it updates the costs and then we can issue credits and refunds from our shop to the customer's card
4.) disregard
5.) disregard
6.) Have it possible to have it astrek (only by option) item changes that were not made by the customer.
 
 
Status Answered
Posted by Denis
Posted 2/22/08 3:53 PM
Viewed by user 2/22/08 4:49 PM
Hello Daniel,
 
Please give more details on these:
 
1) Option to add/remove products and coupons to the cart.
2) Option to edit shipping costs
3) Option to add on a separate yet connected changes with negative amounts therefore creating a refund or change (please let me know if that is what you're looking for..
4) editing customer invoice / delivery details on order page (available)
5) When a product is selected for the order, the option can also be selected and the cost and selling price used according to that option. (there is already posibility to edit product options or he looking something different)
 
With regards,
Denis
ViArt Support Team
 
 
Status Customer Reply
Posted by Daniel
Posted 2/21/08 4:57 PM
Viewed by administrator 2/22/08 10:00 AM
Please see the Forum and let me know what you suggest?
 
Thanks
 
http://www.viart.com/forum_topic.php?thread_id=1145&page=1

 
Just letting you guys know that they're still working on this quote... I haven't forgot about it.
 
Thanks

keep me posted, I'll get in on this if it looks good..

Dan
 
Can we keep a check that:
 
3) Option to add on a separate yet connected changes with negative amounts therefore creating a refund or change (please let me know if that is what you're looking for..
 
 
-- will create a separate database entry as a sub set type order so that the refund can be individually reconciled with the payment provider (say PayPal) account - this is crucial for an audit trail for end of year accounting.
 
Otherwise thanks very much Dan for the effort!
 
Chris

Here's what the status is so far:
 
Status Answered
Posted by Denis
Posted 2/27/08 8:36 AM
Viewed by user 2/27/08 1:43 PM
Hello Daniel,
 
4. If we add the first functionality which allows you to add a new product to the orders, then you will be able, for example, to create a new product like 'Refund for some product' with negative price, and with it you will be able to track the order change.
 
Please tell if it looks reasonable to you, or you would like something different.
 
With regards,
Denis
ViArt Support Team
 
 
Status Customer Reply
Posted by Daniel
Posted 2/25/08 4:40 PM
Viewed by administrator 2/26/08 9:02 AM
4.) Basically I'm looking for something to keep track of the total. For instance. Say someone has paid for their order and we already took the money from them (whatever method they used to pay). If we adjust something on the order, it needs to tell us the difference between what we already charged and what we need to charge additional or refund. Then it should allow us to somehow record that we did this. For accounting purposes, it would be great to have it recorded. I don't care how it's done... same invoice or sub invoice.
 
5.) Say we did go in and make a change to the invoice/order. We should be able to 'tick' a box to highlight that row in red or something, indicating to the customer that it was a change performed by us, and not the original order information. We should have this totally optional for each time. (choice whether to 'tick' that box or not).
 
 
Status Answered
Posted by Denis
Posted 2/25/08 9:24 AM
Viewed by user 2/25/08 1:30 PM
Hello Daniel,
 
We need to confirm the list of changes you would like to add to ViArt shop.
 
These three items don't need further explanations:
1) Ability to edit the order so that you may add/remove products options
2) Add/remove coupons to the customer's order via an order editor
3) Edit edit shipping costs.
 
But for these it would be nice to have more detailed description:
 
4) Have it so that when a customer pays, it takes the balance to zero and when we add/remove such as in item 1 above, it updates the costs and then we can issue credits and refunds from our shop to the customer's card
 
- So in case of refunds do you want to create a new order with negative balance or do you want to change the original order and show the order with zero price?
 
 
5) Have it possible to have it astrek (only by option) item changes that were not made by the customer.
 
It would be nice to have more information to this one.
 
 
With regards,
Denis
ViArt Support Team

Dan - once again thanks for progressing this.
 
Wanting to be as clear as possible - from experience I know that all appears as wanted and then, when completed, the changes do not work as expected. The problem of using a common language but with each of us having a different interpretation
 
"Have it so that when a customer pays, it takes the balance to zero and when we add/remove such as in item 1 above, it updates"
..... what would be the effect on Export Order Report?
I export orders to create a spreadsheet which then enables me to reconcile each order against the PayPal statement. I have a rapidly growing number of orders each week so I need accuracy and clarity.
 
1. Customer places order - info is available for Export to a Report - even though balance goes to zero?
2. Customer adds a product - will an Export then show this as an ADDITIONAL entry for just that product?
3. When a product is deleted - similar to (2.)?
4. And when a price is changed???
 
Chris

Dan, any progress on this? Has the feature scope been set and a price from Viart received?
 
DickS

The problem I'm running into, is that Viart is NOT understanding what we're asking for, maybe it's something I'm saying wrong... ANY input here would be useful, so I may update this ticket and get us a quote?::::::
 
updated:
 
-----------------------------------------------
Status Customer Reply
Posted by Daniel
Posted 3/5/08 1:23 PM
Viewed by administrator 3/5/08 1:44 PM
okay, simply put, I want it to create a log. A log, just like it does now, of the changes done at the bottom of the page. However, I also want it to have a line on the invoice for the payment, which updates itself to reflect what additional charges need to be performed, or what credits need to be given. The system should handle these charges and credits
 
 
Status Answered
Posted by Natalia
Posted 3/5/08 9:34 AM
Viewed by user 3/5/08 1:20 PM
Hello Daniel,
 
We still need some additional information from you. Please, let us know how exactly do you see this process as we can not fully understand the way you want to track the changes and what you'd like to do for this.
For example, now any changes in the orders you can track with different order statuses so, for example, when the order is 'Done' it can mean that probably no more actions are required for the order.
In case there are some changes in the order you can update the status to 'Order Updated' , for example, and it will mean that it will require some additional actions to be performed.
 
Please, let us know.
 
With regards,
Natalia
ViArt Support Team
 
 
Status Customer Reply
Posted by Daniel
Posted 3/3/08 8:29 PM
Viewed by administrator 3/4/08 10:32 AM
okay, i understand what you're saying, but what we need is for it to also show a payment line on there somehow. Reason being, once the customer places the order, and we say payment has been issued, it should create a zero balance. Then if we apply more products to the order, it changes it to a positive amount and the positive amount should then need to be charged on a new payment line, or refund if that's the case. This would keep track of the changes financially for us.
 
This is the tracking method I'm talking about
 
 
Status Answered
Posted by Denis
Posted 3/3/08 12:56 PM
Viewed by user 3/3/08 8:23 PM
Hello Daniel,
 
You can decide yourself how you want to track such changes, and it was just an idea how you can see what changes have been made to the order.
 
So if you want to track it in a different way, please give us detailed instructions how exactly.
 
With regards,
Denis
ViArt Support Team
 
 
Status Customer Reply
Posted by Daniel
Posted 2/27/08 1:44 PM
Viewed by administrator 2/27/08 4:35 PM
It's not clear what you mean....
 
How would this track the changes needed?

Status Answered
Posted by Natalia
Posted 3/5/08 3:30 PM
Viewed by user 3/5/08 3:39 PM
Hello Daniel,
 
Please, confirm that it will be Ok for you if: when the price for some order item or some other order costs are changed then there will appear some field like 'Difference from original order' or something similar.
 
With regards,
Natalia
ViArt Support Team

I don't know whether this makes a meaningful contribution, but let's try?
 
-----------------------
Original order
Table includes:: Product Cost Price Total Shipping etc as now
 
Balance = $.....
Payment received = $......
Balance = $00.00
 
OK - as it is now.
=================
 
We want to add a product to THIS order.
All same details as orders now including additional shipping costs if required - can be input manually as it may be a special consignment.
 
Existing data =
Balance = $.....
Payment received = $......
Balance = $00.00
 
New order details inc cost and price added - this appends -
 
New balance = $.....
New payment received = $..... - can also be added manually
Final Balance $00.00
========================
 
Product is deleted from the order:
 
Existing data =
Balance = $.....
Payment received = $......
Balance = $00.00
 
Deleted product detail inc cost and price
 
New balance = $.....
Payment refunded = $..... [done manually if refunded in PayPal account for example]
New balance = $00.00
 
 
In each case the original order details and the added or refunded product details will also show up in reports and exported data for accounting.
 
A form is required to add or delete (refund) product on the order. That form must effectively handle options as well as the main product.
 
Does it help - anything more, Dan?
 
Regards
 
Chris

I'm pretty sure what you're showing is what I'm thinking.
 
I want the modified order to be able to do one of two things:
 
1.) We can manually input the order payment..
2.) Require the user to go into their order history and click on the order and pay the difference using whatever method they want.
 
Refunds can be done manually only of course, and of two ways either selection of payment method, or issuing store credit utilizing new credit option.
 
We do need to make sure that it shows the admin name that made each change, and that adjustments also adjust inventory.
 
Email notifications need to go out (optional) with editable default messages on it (example: your order #{order_id} has been modified, please click on the link below, to view/approve the order changes so we can complete your order fulfillment). Of course this could go to the admin and/or user.
 
Each order edit, should be a sub-order for instance:
 
Customer order =1234
Edit 1= 1234.a
Edit 2= 1234.b
etc
 

 
Does this make sense?

Yes Dan - spot on.
 
It does seem a challenge getting custom changes done easily and correctly but, then, language understanding or whatever, it is good to thrash this out before coding starts - and get it right.
 
I am sure that what you want is also what I want and I hope we are now getting close to Viart understanding us.
 
Chris

I've sent to Viart, see what they say. I also sent them a link to this forum topic. I wish they would respond here and ask us what we're looking for as collaboration. Then they could talk with all of us and get a feel for what we're looking for.

 
It's Been Reassigned... still waiting... just leaving an update

Created a support issue for ViArt to create a new Forum on their site for custom work related discussions:
 
 

All good stuff Dan.
 
Might be useful to share e-mail addresses where we propose to share so that we can get things going when everything is ready?
 
Mine: chris {at} malikonline.co.uk
 
Regards
 
Chris

Just an update.... Reassigned again
  
Product ViArt Shop Enterprise
Environment
Type Wish/Request
Current Status Reassigned
Posted 2/20/08 11:46 AM
Last Updated 3/13/08 5:14 PM
Summary Order Editor

Okay guys, they still don't understand what we're saying:
  
So, I'm going to sit down later tonight and try to re-word this and we can all collaborate on it tomorrow.

Yes, Dan, there is a cultural issue and language matters.
You know, as a Brit, I believe that I understand what most Americans say because we get so much USA TV - but I don't know if it is so good the other way round.
 
Then, at least here in England, we have an increasing number of people from the rest of Europe. I employ a terrific Polish lady but we have to work on the meaning of the words we use.
 
I suggest you also need to include plenty of definitions of any terms - perhaps add a glossary at the end just to be sure there is not a problem simple due to a different understanding of any special words or phrases.
 
Its the old saying: Keep It Simple Stupid
 
Good luck
 
Chris

Yes... Tell me about it. I'm woring on it. BTW-Your english is fine.

You are such a Gentleman!!

The call centre module looks very good, however if you have two call centres logging in to place orders you dont want each centre seeing the orders of the other one, how do you prevent that but that admin can see all of them. With 2 or more centres placing orders its a temptation for some to nick others customers for later use.