sales order change the billing address

[Robert Gan]

Hey,

I have a question. When I create an order as a dummy customer, in the admin backend I can view the order and change different things (shipping address, options, products etc.). But what is when the customer calls me that he want to bill to another postal address? How can I change the order billing address?

please let me know how you handle that.

Robert

[Paul Foxworthy]

Hi Robert,

Add the address as another contact mech for the customer, then set the purpose for the contact mech to Billing (AP). Once you've done that, the new contact mech willl appear in the list for the order.

On the demo site, go to

https://demo-trunk.ofbiz.apache.org/partymgr/control/viewprofile?partyId=DemoCustomer

Click "Create New" in the Contact Information screenlet. Select a contact type of Postal Address, and click Create. After you've entered the details for the address, save it. Click on the Update button beside the address, and you'll see a list of purposes that the address could be used for. Select "Billing (AP) Address" from the list, then click the Add Purpose button.

After that, go to https://demo-trunk.ofbiz.apache.org/ordermgr/control/orderview?orderId=DEMO10090

In the Billing Address for the order, your newly added address will appear.

Hope that helps.

Cheers

Paul Foxworthy

Robert G. wrote

Hey,

I have a question. When I create an order as a dummy customer, in the admin backend I can view the order and change different things (shipping address, options, products etc.). But what is when the customer calls me that he want to bill to another postal address? How can I change the order billing address?

please let me know how you handle that.

Robert

[Robert Gan]

ah, thanks, in my version the billing address screen was not shown, so I only could connect a shipping address. The billing screen was only visable while I put in an order, but after the order was created, it was not available.

thanks, I think I should update my system :)

[Robert Gan]

do you maybe also know, How I could change a payment method which is connected to an order?

I mean, a customer order with COD. Than he calls us and asked if he can switch from COD to credit card maybe.

So I want to change the payment method for that order, without creating a new order.

is that ootb possible?

[Paul Foxworthy]

Hi Robert,

When an invoice for an order hasn't been paid, the payment method is "preferred", what you expect. The really important thing is that the invoice is paid. The payment can be done however you and the customer wish.

On the demo site, go to

https://demo-trunk.ofbiz.apache.org/ordermgr/control/orderview?orderId=WSCO10003

and click on Receive Payment. I think that will do what you want.

Cheers

Paul Foxworthy

Robert G. wrote

do you maybe also know, How I could change a payment method which is connected to an order?

I mean, a customer order with COD. Than he calls us and asked if he can switch from COD to credit card maybe.

So I want to change the payment method for that order, without creating a new order.

is that ootb possible?

[Robert Gan]

Hey Paul, normally that is ok for me and I also thought that way. But what if a customer switch from like bank transfer (payment method where I wait for the payment ans ship after I received it) to Cash on delivery. Cash on delivery makes the shipping of the item possible before I received the payment -- and the otherway around (COD to receivin payment in advance).

do you have an Idea without adding a new order?

[Mark Schneider]

Hello,

Am 15.03.2013 09:07, schrieb Robert G.:
> Hey Paul, normally that is ok for me and I also thought that way. But what if
> a customer switch from like bank transfer (payment method where I wait for
> the payment ans ship after I received it) to Cash on delivery. Cash on
> delivery makes the shipping of the item possible before I received the
> payment -- and the otherway around (COD to receivin payment in advance).
Are there some open sources available for OFBiz based shops with
implemented payment methods
like bank transfer and cash on delivery?

regards, Mark

--
[hidden email]

http://rsync.it-infrastrukturen.org

[Paul Foxworthy]

Hi Robert,

I'm not sure this will do exactly what you want but give it a try.

On the demo site, set the Auto Approve Order setting to N (No). Its in the Orders section on the Product Store page.

https://demo-trunk.ofbiz.apache.org/catalog/control/EditProductStore?productStoreId=9000

Approve the order yourself, either when payment is received or when the payment method is set to COD.

Approved orders should be listed for picking, packing and shipping.

I hope that helps.

Cheers

Paul Foxworthy

Robert G. wrote

Hey Paul, normally that is ok for me and I also thought that way. But what if a customer switch from like bank transfer (payment method where I wait for the payment ans ship after I received it) to Cash on delivery. Cash on delivery makes the shipping of the item possible before I received the payment -- and the otherway around (COD to receivin payment in advance).

do you have an Idea without adding a new order?

[Paul Foxworthy]

Hi Mark,

OFBiz has classes to work with several payment gateways. See

https://fisheye6.atlassian.com/browse/ofbiz/trunk/applications/accounting/src/org/ofbiz/accounting/thirdparty

for the list. You should be able to use one of these for a bank transfer.

I'm not sure what you want with COD. There is a payment method of COD in OFBiz. Once you've received the payment you can enter the details into OFBiz. What do you want to do with COD beyond the capabilities provided by OFBiz?

Cheers

Paul Foxworthy

Mark Schneider wrote

Hello,

Am 15.03.2013 09:07, schrieb Robert G.:
> Hey Paul, normally that is ok for me and I also thought that way. But what if
> a customer switch from like bank transfer (payment method where I wait for
> the payment ans ship after I received it) to Cash on delivery. Cash on
> delivery makes the shipping of the item possible before I received the
> payment -- and the otherway around (COD to receivin payment in advance).
Are there some open sources available for OFBiz based shops with
implemented payment methods
like bank transfer and cash on delivery?

regards, Mark

--
[hidden email]

http://rsync.it-infrastrukturen.org

[Robert Gan]

hey guys,

I have a last question concerning this context.

it happens sometimes that we selle a product, the customer gets it and the invoice is generated.

a few weeks after it the customer call us and asks for changing the billing address on the invoice because he maybe made a mistake at the beginning (other house number or sth else).

Is it htan possible to change the billing address for an invoice which is allready generated?

I believe not, right? If not is the correct way to archieve that goal the following?

1. create a credit note for that invoice, to make it invalid.
2. create a new invoice (I think I have to create an order first?) with the correct billing address
3. transfer the payment of the now invalid invoice to the new created valid invoice

what do you think or how do you handle those cases?

Thank you in advance.

Robert