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How to offer Purchase Order payment option to selected customers/attendees?

Posted: September 10, 2013 at 9:55 pm


Clear Group

September 10, 2013 at 9:55 pm

Our client provides training sessions that can be booked by individuals or by a corporate rep for their staff. The client needs to be able to offer Purchase Order as a payment option ONLY for selected corporate clients, not to all attendees/applicants.

Please advise how this can be done. This is a deal breaker! All suggestions appreciated.

Thanks,
Tania

EE v3.1.34.1.P, WP v3.6


Sidney Harrell

September 10, 2013 at 10:11 pm

How are you distinguishing between the corporate clients and the rest? Is it a question on the registration form or are they logged in as site members?


Clear Group

September 10, 2013 at 10:49 pm

Our client (they’re a Registered Training Organisation so lets call them RTO), wants to limit the Purchase Order (PO) payment option to selected corporate clients so the attendee customer will have to be an existing site member and will need to complete a form to apply/register for the option of using Purchase Order as a payment option. RTO will then approve the request.

The next part is unknown – how the attendee customer is recorded as having Purchase Order privileges. Suggestions? All welcome with thanks!

PS Thanks also for the super quick response! We’re in Australia so we don’t usually get such awesome turnaround due to time difference.


Sidney Harrell

September 10, 2013 at 11:40 pm

You might use something like http://wordpress.org/plugins/capability-manager-enhanced/ to create a “corporate_customer” role with a “purchase_order” capability. Then make a copy of gateways/purchase_order in uploads/espresso/gateways, then edit the init.php file, wrapping the code in a conditional, checking if the current user has the purchase_order capability (http://codex.wordpress.org/Function_Reference/current_user_can


Clear Group

September 11, 2013 at 12:28 am

Good advice! We’ll give it a go and report back to the forum. Many thanks, especially for the fantastic response time.


Dean

September 11, 2013 at 5:08 am

Thanks, we will await your response.


Clear Group

September 24, 2013 at 8:19 pm

Hi Team

Thank you so much for your assistance and clear instructions with implementing this solution, worked like a charm.

Keep up the great work

Regards

Robbie

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