Requirement
Setup “OX Tools UK Sales Order” form to all orders for the UK subsidiary. OX Tools requires to lock the delivery method to what’s selected on the customer record and then auto-calculate shipping cost. Also Restrict the customer from editing their profile name and adding new address.
Deliverables
Transaction form
If the customer’s subsidiary is UK and the order is being placed through the website, we can set the ‘OX Tools UK Sales Order’ as the designated sales order form. This can be accomplished through a workflow.
Delivery method
If OX Tools requires to lock the delivery method to what’s selected on the customer record, then we need to do customization.
As per the default working of SCA, the delivered method will show based on the address that the user entered. So, the users can select any of the delivery method showing on the website. When we checked the active delivery methods for UK subsidiary, there were 29 methods.
For orders created from UI, by default the shipping method from customer record is auto populated. However, the user has the option to modify it if necessary. It will remains same as now.
For web orders, In the website checkout page, we can set the value from the customer record by using extension.
Shipping cost
Regarding the shipping cost, the shipping cost will apply to the subtotal, based on the delivery method chosen by the customer or the delivery method which we set using extension.
Restrict customers from editing their company name and adding new addresses
In the website, It is possible to restrict the customers from editing their company name and adding new addresses. Could you please let us know is there any criteria that the user needs to meet to restrict them from creating new address. (like there must be one address)
For doing this updates we need extra 4 hours including both sandbox and production.
Assumption
- If the customer doesn’t have the delivery method in the customer record, then all the available delivery methods for the selected address will be showing on the website.
- Restrict the customers from editing their company name and adding new addresses will be applied for UK subsidiary.
- The changes will move to production once it is verified in sandbox