Organization
Front End-My Credit
Front End User types
As an Admin user I would like to see my available credit
As an Admin user I would like to see my credit limit
As a Admin User I would like to see if i am on credit hold
As an Admin user I would like to know if I have any orders on hold
As an Admin user I would expect to navigate to My Account>MyCredit to see Credit stuff
Front End-user functionality
As an admin user I would like to see all users in the organization
As an admin user I would like to disable any user account
As a user I would like to be able to see all licenses in the organization
As a user i would like to Upgrade any of the organization's Licenses
As a user i would like to Activate and license any of the organization's Licenses
As a user i would like to Add a Feature to any of the organization's Licenses
As an admin user I would like to register another user
As an admin user i need a user interface that can create/edit users that are linked to a organization and an address (address book)
As an Admin User I would like to register a https://buy.optergy.com user or a a https://buy.optergy.com/knowledgebase user
As an admin user I would like to know what privileges (full site or knowledge base user)
As a user i would like to download any of the organization's license files
As a user i would like to upload any of the organization's license files
Admin User-works for the organiztion and is responsible for adding people, ordering, and managing the ir buy.optergy.com account
User -are employees or agents of the organization that deploy Optergy products, use the knowledgebase and helpdesk, users can purchase, upgrade, activate, add new features
Knowledgebase users- are only able to access technical materials on buy.optergy.com/knowledgebase
They may work for the organization or may not
Magento Backend Functionality
As an All Access user
I would like to be able to disable any user 's access
As an All Access user I would like to be able to create a n organization's user list
As an All Access User i would like to see the user hierarchy
Should be no limit on the number of admin users
As an Accounts user i would like to change the credit terms 30 days default, adjustable
As an Accounts User I would like to put an order on Credit Hold
As an Accounts user I would like to set an accounts credit limit in local currency
As an Accounts user I would like to set the available credit limit
Magento User Type
All Access Users (Nick/Steve) God Mode
Technical Support- This user type will administer licensing, add knowledgebase content, and manage helpdesk
Accounts-this user type will manage the credit, orders, invoicing, inventory, tracking numbers, past due
Front End-Payment Options
Add Net x Days payment option to checkout UI
Notification if credit is exceeded
As an Accounts user i would need to manage orders through Shipped and Invoiced - Completed
Redirect to another payment option if over the credit limit
New template for credit purchases? - you have purchased on account using Purchase Order number xxx
Upload purchase order pdf
Purchase order field
Validation to make sure both purchase order 3 and upload is complete
When Organisation is created the currency for payment is selectable
Pricelist to be referenced by currency
When user logs into the buy site they only receive the currency that is selected for their organisation
Each organisation needs a unique ID - For example - First 4 Characters of the company name and 4 digits - For example OPTE0001, OBER0001, ALER0001
All users regardless of type require a unique code (use email address)