Allocate order to internal user

  • Dan Howell
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7 years 3 months ago #93238 by Dan Howell
Allocate order to internal user was created by Dan Howell
Something that would be very useful for us is to be able to have the concept of allocating an order to a particular internal (to our business) member of staff - the person who is dealing with that order. We separate the work out to various members of staff.

So have orders, on creation, go to a "default" member of staff. This would be fine. People who do not wish to use the feature can just leave it as that.

Then, in the orders view, you can filter the visible orders by the member of staff it is currently attributed to (or "Show all" of course).

In a particular order detail, you can assign the order to a person. This person is a member of a fixed security group in Joomla, so it is a minimal list, showing only the members of that Joomla group (staff). This would be a configuration item so people could set up the Joomla security group that is used.

When you change the "Assigned To" option, the new staff member receives an automated email telling them that the order has been assigned to them (so they are aware).

This is transparent to the customer - the customer does not need to know any of this feature; it is purely for organising at the back end.

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