Proposal Summary
This proposal covers the scope of making, Display Linked Accounts in Website in the Second Source website domains
Requirement
The Linked Accounts should show up on the Website like they do in Customer Center.
Our Solution
We have analysed the requirement and we don’t have any default features to achieve the solution. The possible functionality that we can display is added below.
- We can add a new tab in my-account section for navigate to the new page. In that new page we can display the sub customers and the users can choose the sub customer among the list of sub customers.
Based on the sub customer chosen, the sub customer transaction detail can be displayed.
- But we cannot place order in the name of sub customer from the customer account.
If the user logged in using the customer account credential and selected the sub customer from the my-account section, the user can place order with the name of sub customer only if the user logged out from the customer account and logged in with sub customer credential.
- So, the only possible method is that we can add a button in the new page and when the user clicks on the button the user gets logged out from the current customer account and will redirect to checkout page where the user needs to login with sub customer credential.
- For this functionality, we need to create an extension. We can get the Sub customer list and sub-customer Sales orders using the Saved Search.
- We can create a New Tab for Sub customers to view the sub-customer and corresponding sales orders are added on the same page, screenshot is added below.
EXAMPLE:
- If a customer has 2 sub customers of name ‘Johns’ and ‘Mahi’ and when the user logged in with customer credential, we can show an additional tab in the my-account section and in that new tab the sub customer list will be showing.
- So, the user can choose either of the sub customers and if the customer chooses ‘Johns’ the transaction history of ‘Johns’ will be showing and also, we can add a button says ‘click here to proceed as Johns’.
- If the user clicks on the button, the current user gets logged out and it will redirect to checkout page. So, the user needs to login with the sub customer credential to proceed and place the order in the name of sub customer.
Assumptions
- The sub-customer cannot see the parent customer’s orders.
- We will develop a UI section based on the current theme and any additional changes to the UI or functionality will be considered extra.
- For every sub customer separate login credential need to create. Same credential cannot be used.