Auto create a user account when admin creates new order for new customer
Hey all,
So I think the title kind of explains it all. What I'm trying to do is auto-generate a user account for a new customer when an admin creates a new order for that customer if the system detects that there is no existing user account. I understand that an admin could create a new user and then create a new order separately, but this is time consuming and inefficient (especially if the customer is on the phone while the admin is taking the order).
I have several initial thoughts on this:
- There is currently no "account information" (i.e. email) field when an admin creates an order. Maybe this could be a user reference field that creates a new account if the field is left empty upon saving the new order
- I'm not really sure what the rules structure would be like for this functionality. I know I would have to do a data comparison to check the customer's user id to see if it's non-existant, but how do I do that if an admin is already logged in and creating the order? This could be related to the prior observation
I think this is a fairly common use scenario (any company that takes phone orders). Any thoughts or strategies would be much appreciated!
Cheers.
Comments
Anyone have any thoughts on this? Just a bump.