We have a client that we've set up a store for B2B sales to their wholesale customers. Since they have a specific customer list that they allow to make purchases on their site, they would like to invoice them for the purchase for them to make payment offline (send a check, etc). So basically a Purchase Order. No CC needed. Complete order and then they'll invoice them.
But they also will be freight shipping since most things are large packages. They don't want to try and calculate shipping real-time at this time, but rather follow up with the customer with their final Invoice that includes the ACTUAL shipping charge once they ship out.
So... I'm trying to figure out the best way to:
- Allow the customer to not have a shipping charge as part of their steps on checkout. Right now, I have Free Shipping, but renamed it to basically explain that Shipping will be calculated with the final invoice sent with products.
- Allow the customer to not have to use a credit card as part of the steps during checkout. Right now, I have it as a Check/Money Order (mainly because Purchase Order doesn't seem to work... doesn't go to the next step). Same thing here, I update the text of the Check payment method to state "we'll send you a final invoice or charge any card we have on file for your account."
- IN the Admin, would like to be able to modify/add a charge for the final shipping fees, along with providing the tracking info, so the customer gets an email follow up when they ship the order, and can see their final invoice to be paid. THIS, I'm not sure how to accomplish.
Items 1 and 2 sort of work, but shows the modified text on emails/invoices. Maybe there's a better way, like bypass the payment and shipping steps altogether, and the text is just displayed somewhere statically on the checkout page.
How would you try to accomplish this?