Right now the order add page is the same as the order edit page.

Instead, we should create an order/add page which lets you select the order type, store, user/mail, and later language.
This form will save an order, then redirect to its edit page.
Thus the full order form always has access to the order id and uid, which makes it easy to calculate adjustments by calling external services, as well as write a widget to reuse customer profiles.

The 'type' and 'store' elements should be of type 'entity_select' so that they are hidden when there's only one option.

CommentFileSizeAuthor
#13 commerce-order-add-form-extras.gif176.25 KBmglaman
#13 commerce-order-add-form.gif233.31 KBmglaman
#12 interdiff-2618136-11-12.txt6.44 KBmglaman
#12 create_a_custom_order-2618136-12.patch6.56 KBmglaman
#11 custom_order_add_form-2618136-11.patch5.01 KBvasike
#9 Glamanation___Create_an_order___Shopify.png52.78 KBmglaman
#9 Glamanation___Create_an_order___Shopify.png51.41 KBmglaman
#7 bigcommerce2.png78.26 KBbojanz
#7 bigcommerce1.png37.61 KBbojanz
#4 2618136-no-patch.gif103.83 KBmglaman
#4 2618136-with-patch.gif482.06 KBmglaman
#2 custom_order_add_form-2618136-2.patch3.14 KBvasike
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Comments

bojanz created an issue. See original summary.

vasike’s picture

vasike
Location Ramnicu Valcea
CreditAttribution: vasike commented
Status: Active » Needs review
FileSize
custom_order_add_form-2618136-2.patch3.14 KB

there is a patch for this

Questions:
- Some help text for the form
- Validation needed?
- Message on submit?
- Language, is this something for the future?

rszrama’s picture

rszrama CreditAttribution: rszrama at Centarro commented

Can we get a screenshot for easier review?

mglaman’s picture

mglaman
Primary language English
Location WI, USA
CreditAttribution: mglaman as a volunteer commented
Issue summary: View changes
FileSize
2618136-with-patch.gif482.06 KB
2618136-no-patch.gif103.83 KB

With patch:

Without patch:

This patches removes the need for https://www.drupal.org/project/commerce_admin_order_advanced to be ported.

I give my thumbs up.

rszrama’s picture

rszrama CreditAttribution: rszrama at Centarro commented

Cool, we're getting there. I don't think "Authoring information" really fits the fieldset title given orders aren't content that users author. Commerce 1.x uses "User information", which is better than "Author" but could still use some improvement. On the intermediate page, though, I feel like we can make it feel more like a wizard - i.e. think of it less as just filling out part of the full form and more as guiding the administrator through the first step of order creation - selecting an existing user, creating a new one, or creating an unassociated order.

We actually did this well in Ubercart, but I'd love to see some other systems' implementations and / or rough out some ideas based on our entities.

bojanz’s picture

bojanz CreditAttribution: bojanz at Centarro commented

Related: #2620506: Rework anonymous checkout order account handling.

Some screens/videos:
Magento 2: http://blog.belvg.com/how-to-create-new-order-in-magento-2-0.html
Spree: https://guides.spreecommerce.com/user/entering_orders.html
Shopify: https://docs.shopify.com/manual/your-store/orders/create-orders#add-cust...
Bigcommerce: https://support.bigcommerce.com/articles/Public/Creating-a-Manual-Order#...

bojanz’s picture

bojanz CreditAttribution: bojanz at Centarro commented
FileSize
bigcommerce1.png37.61 KB
bigcommerce2.png78.26 KB

The bigcommerce UX is easy to imitate. I'd hide the password fields behind an "Autogenerate password" checkbox though.

ndf’s picture

ndf CreditAttribution: ndf commented

Bigcommerce workflow/ux looks impressive to me.
Would be great if we can achieve that.

mglaman’s picture

mglaman
Primary language English
Location WI, USA
CreditAttribution: mglaman as a volunteer commented
FileSize
Glamanation___Create_an_order___Shopify.png51.41 KB
Glamanation___Create_an_order___Shopify.png52.78 KB

To add on #7, we should maybe add the required profile, too? This is what Shopify has. It uses a modal, but I like the idea of creating the order first through the steps in #7.

mglaman’s picture

mglaman
Primary language English
Location WI, USA
CreditAttribution: mglaman as a volunteer and at Centarro commented
Status: Needs review » Needs work

Marking as needs work, since we want to change some labels and enhance user selection/creation.

vasike’s picture

vasike
Location Ramnicu Valcea
CreditAttribution: vasike commented
Status: Needs work » Needs review
FileSize
custom_order_add_form-2618136-11.patch5.01 KB

Patch updated (following #7 UX suggestions):
- Change the "Authoring information" with ""Customer information"
- Add new radios for Existing & Anonymous user and use Ajax to change the form according with selection
- Use the User search autocomplete (without anonymous) only for Existing, the user email it will be used for the order
- Use email form element for Anonymous user selection.

ToDo
- New user option.
- Customer data (address)
- Others.

mglaman’s picture

mglaman
Primary language English
Location WI, USA
CreditAttribution: mglaman as a volunteer and at Centarro commented
FileSize
create_a_custom_order-2618136-12.patch6.56 KB
interdiff-2618136-11-12.txt6.44 KB
mglaman’s picture

mglaman
Primary language English
Location WI, USA
CreditAttribution: mglaman as a volunteer and at Centarro commented
Issue summary: View changes
FileSize
commerce-order-add-form.gif233.31 KB
commerce-order-add-form-extras.gif176.25 KB

Attaching some slick gifs demonstrating usage.

One store, one bundle

Multiple stores, multiple bundles.

  • bojanz committed c8818e6 on 8.x-2.x authored by mglaman 
    Issue #2618136 by vasike, mglaman, bojanz, rszrama: Create a custom...
bojanz’s picture

bojanz CreditAttribution: bojanz at Centarro commented
Status: Needs review » Fixed

Committed.

Status: Fixed » Closed (fixed)

Automatically closed - issue fixed for 2 weeks with no activity.