Proposal summary

The proposal covers the scope of implementing credit card payments for product purchases. Currently, the website does not allow credit card payment. Allow customers to place orders from shopping carts and pay with credit cards. Also need to integrate a payment method solupay.

Requirement

Adding new customers to the store and should be able to purchase products from the store by using credit card payments. The payment needs to be done without any approval process. When the customer places their orders allowing them to drop ship to a different location.

Our Solution

• The user will be able to login into the webstore with the given credentials. (Customers will be directly created in Netsuite.)
• A new role named Customer Center – Card Payment will be created for credit card paid customers. Based on the new role the website will be updated for new role customers. The update includes,
  • The role based update will be added to my account, header section, cart pages. All the account balance related data will be removed from the site for the new customers. (We need to work on the script for updating those areas as it is already designed for other roles.)
• Once the customer with the role Customer Center – Card Payment is logged in to the webstore, the user will be able to add the products to cart. 
• On checkout, the customer will be able to do the card payment or invoice. There will be 2 options.  The terms option will only be available to those customers who have terms
• Invoice

• Credit card payment.

• The checkout page will be updated with the shipping and billing addresses.  The other checkout option like Reference # Or Initials/Date and Special Instructions will be disabled.
• Once the order is placed, the Sales order will be created in Netsuite with status pending approval. We will be creating a workflow/suitescript for updating the sales order status to pending fulfillment. So there is no need for a manual approval process.

Assumptions

• The customer will be created directly in Netsuite. 
• We assume that the as register option is not needed, and need to create a form for managing customers.
• Bulletins need to be kept as it is.
• The category needs to be displayed based on the location of the customer.
• The payment method UI needs to be updated by matching the current website theme.
• Payment processing profile will be added.