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Allow enterprise managers to mark an order as shipped, regardless of payment state #509

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BethanOFN opened this issue Jun 10, 2024 · 1 comment

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@BethanOFN
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What is the need/problem?

For small producers, particularly meat producers selling produce of an unknown weight/price, orders may be delivered before payment is made. Producers generate an invoice after orders are packed and exact prices are known, with customers paying via BACs or Cash after their items have been delivered. Producers are therefore finding it difficult to manage the administration of orders as currently an order cannot be marked as shipped before payment is recorded. The current order state logic assumes that delivery will only occur after payment is received, which is not always the case.

User quote

[OFN] also allows for offline payments although it doesn't really allow for them coming after delivery. For small local businesses like mine, it's much easier for me and the customers to deliver the goods then send the bills and get paid after (or take cash/card/cheque on delivery). I've never had anyone fail to pay because I know who they are and where they live ! One feature that it would be great to change would be the order status dependence - currently you can't mark an order as shipped before it's been paid. This causes me a bit of head scratching because I can't mark anything as shipped until I've seen the payments in my bank.

What type of users does this affect (and how many, if known)?

  • Hub Managers (MCFEs)
  • Producers

Potential solutions that could solve the problem?

  • Add 'mark order as shipped' under the Actions dropdown in the edit order screen. This wouldn't affect the current button display logic in the main Orders list, where unpaid orders have a 'check' button to capture payment, and paid orders have a 'road' button to mark as shipped.
  • This relies on payment_state and shipment_state not being linked i.e. there is no validation on the database such that an unpaid order cannot have shipment_state=shipped

Additional context

@tschumilas
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Thank you @BethanOFN !!! This would be heavenly.

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