NopCommerce: Customer Account Modifications

Programmer is to make modifications of the NopCommerce ecommerce package ([[login to view URL]][1]).? We have already made significant modifications of the software, based off of NopCommerce version 1.3.? Programmer will take our existing code and make the modifications described below. Programmer must be familiar with SVN (Subversion) and will be given access to our SVN system. The programmer will be required to thoroughly comment all changes in the code, keeping the code up-to-date in a branch of the SVN, and merge his code to the main line of development (the trunk) after completed testing and approval by SharpDots. All graphic elements will be supplied to the Programmer. ## Deliverables We need additional functionality to the website front end and administrative web page backend, specifically for the “My Account?? section of our Website. These enhancements are as follows: **Quotes as Products **We would like the ability to upload and associate a PDF document to a customer through the administrative backend. This PDF document is a quote for printing services, and is created from an external system. The PDF creation does not need to be programmed. After upload and association through the administrative backend, the customer will receive notification by email of the posted quote.? This notification should be accessed by administration through the existing NOP message templates. The customer can review the PDF online, though their account on a new page which the programmer should create, called the “My Custom Quotes?? page. .? The customer should be able to link to their quotes page via the notification email.? The customer can approve the quote and it can be placed in their shopping basket as a product to purchase. Once the product is in the shopping cart, they can go through the checkout process and purchase the service. The quote will have a set price which will already include tax and shipping, so no tax or shipping will be added in the cart.? Currently, products in the shopping cart use a complicated method to calculate the price.? The programmer will need to add in the functionality for the cart to recognize a Quote as a single price product, and simply put in the set price specified in the quote. The completion of the order will create an invoice and then trigger several events.? Firstly, the cart must determine if the order contains quoted items or standard products or both.? In the existing system, orders of standard items trigger the creation of an .xml file which gets transmitted to a job management system.? For quoted items, NO .xml file should be generated or sent.? If the order has both quote and standard items, the .xml should be generated for the standard items only.? ? Secondly, the quoted items should post to an administration page which posts the quotes in list form to be processed by a job planner (human).? This page needs to be created and can be called “Approved Quotes and Change Orders.??? As the quotes are processed, the planner will be able to mark each one as complete and remove it from the list.? The list should exist in table form and contain the following columns:? Invoice Number, Quote Number, Customer, Date ordered, Time Ordered, Processed Y/N.? Finally, the completion of the order should also trigger an email notification to the Job Planner to notify that a quote is ready to be processed.? This email should be accessible by Administration through the NOP message templates. **Change Order Approvals **We would like the ability to upload and associate a PDF document to a customer through the administrative backend. This PDF document is a quote for a change in printing services, which is created from an external system. The PDF creation does not need to be programmed. After upload and association through the administrative backend, the customer will receive notification by email of the posted change order.? The formatting of the email should be accessible through the NOP message templates.? It should also contain a link taking the customer to their order status page, where the PDF can be reviewed. Next to the link to view PDF should be a listing of the price for the change order.? The customer can approve the change directly on this page by clicking on an “Approve this Change Order?? button.? Next to this button should be a “??? which triggers a fly out panel explain the terms of the change order.? The content of the fly out panel will need to be editable via the “manage topics?? section of the NOP content management (just like all other “??? fly out panels on the site The approval of the change order will trigger a charge to the same credit card used to place the original order.? It will also trigger two emails, one to the customer verifying the acceptance, and a second to a Job Planner.? As with the quotes programming above, these change orders will need to be processed manually by a Job Planner.? As such, the change orders should be added to the same list on the “Approved Quotes and Change Orders?? page as the quotes for processing. **Credit Card Retention **We would like to have the customer be given the option to store their credit card information online for later retrieval in the shopping cart. The customers will have the ability to update their credit information online. The credit card information is already stored in our database using hash functions in the Nop_Order table, but is only used to process that one order.? The programmer is to add the option for the customer to save the card information, putting it in the Nop_CustomerAttribute table.? This information should be made available and editable on the Customer Account information page.? There should be the ability to retain multiple credit card accounts.? The stored accounts are to be made available in the payment section of the shopping cart. **Address Books** We would like to have the customer to store multiple addresses in an addresses book they can access through their account page, and through the shopping cart. These addresses can be used for alternate shipping destinations, and billing information, but will specifically not affect the existing set of information called “contact information. NopCommerce already had this feature built in, but we changed it to use just one address.? Programmer is to reinstate this feature, which displays and allows editing of multiples addresses inside the customer account page, and also allows the customer to select from multiple addresses in their address book during the checkout process.? Log into the NopCommerce demo store (<[login to view URL]>) to see this feature inside a customer account and the shopping cart.? But remember, our software was built on NopCommerce v. 1.3, which you can download from the NopCommerce download archive. **Sales Representative Indicator** We would like the customer to know who their Sales representative is through their account page. The login by a customer will query an external database and return the information of who their account representative is and a phone number so they can contact them directly. The data is matched by a customer ID called “customer AVID,?? which resides in an SQL database.? Each customer ID has a corresponding sales representative ID.? Based on the sales representative ID, several fields of data will be passed to the website:? Sales representative name, Phone number and extension, Email. Once logged, the customer will see the corresponding sales representative’s information on the upper right hand corner of every page.? **Other Administrative Backend Requirements:** To summarize the email notifications needed for the functions above: There is a standard email that gets sent to the customer and to an administrative email when an order is placed.? For a Quote, the programmer should add the ability for a Quote order email to be sent to the customer and a Quote Order Admin Notification to a Quotes Administrator email.? For a Change Order, the programmer should add the ability for an Accepted Change Order email to be sent to the customer and a Change Order Admin Notification to a Change Order Administrator email.? The emails sent to the customer are configured in the Content Management>Templates>Message Templates section of the backend.? Administrative emails are configured in the Configuration>Global Settings section of the backend.