Outstanding
Description
This UI is shown after Enabling the Enable B2B mode toggle switch in CONFIGURE > Customer Settings and it allows to track the B2B customer behavior.
Common components
Breadcrumbs navigation - Breadcrumb UI Kit.
Heading of the page - Headings UI Kit.
Help Button - Buttons Outline UI Kit.
Bell icon (todo link)
Trophy icon (todo link)
Outstanding counting
The entries, that stored in this listing page, are produced by Visitor, Customer or Guest using Checkout process from Front-Office or adding a new Order in Back-Office.
Configuration of the new B2B input fields in Customer edit page
Once the B2B mode is enabled, new input fields are displayed in the Customer edit page by navigating to Customers > Customers and editing the desired Customer. Customer must be registered in Prestashop himself, or added by Administrator. New input fields are the following:
Allowed outstanding amount
| Description | Value | Error message |
|---|---|---|
Mandatory | NO | - |
Allowed/Forbidden values | 0-9 numbers | This field is invalid. |
Default value | 0 | - |
Help text | - | - |
Tool tips | - | - |
Lower limit | 0 | - |
Upper limit | 19 | - |
Behavior | - |
Maximum number of payment days
| Description | Value | Error message |
|---|---|---|
Mandatory | NO | - |
Allowed/Forbidden values | - | Please enter a number. |
Default value | Empty or editable value | - |
Help text | - | - |
Tool tips | - | - |
Lower limit | 0 | - |
Upper limit | 9 | - |
Behavior | - |
Risk rating
| Description | Value | Error message |
|---|---|---|
Mandatory | NO | - |
Allowed/Forbidden values | - | - |
Default value | None value | - |
Help text | - | - |
Tool tips | - | - |
Lower limit | - | - |
Upper limit | - | - |
Behavior | - |
Top UI elements of the Outstanding page
Outstanding - page title.
Main UI elements of the Outstanding page
Top table elements
Outstanding - table title with the total sum of outstanding entries.
Filtering of the Outstanding page
Search ID - input for searching a certain entry with ID.
Date widget - allows filtering the entries for certain time range.
Customer - ability to search and filter the customers.
Company - ability to search and filter the company.
Risk - dropdown element, allowing to arrange the risk priority values, and show only risk-prioritized Outstanding entries.
Outstanding allowance - input for arranging appropriate entries for customers with the Outstanding amount.
Current outstanding, Invoice, Actions - has no filtering function, only titles are displayed.
Search CTA button
| Description | Value | Error message |
|---|---|---|
Mandatory | NO | Please fill at least one field to perform a search in this list. |
Allowed/Forbidden values | - | - |
Default value | Empty or editable value | - |
Help text | - | - |
Tool tips | - | - |
Lower limit | - | - |
Upper limit | - | - |
Behavior | - |
Reset (X) - after submission of the Filtering, there are the results shown in the table, together with the Reset and X icon. After pressing X, It resets the Filtering form.
Table row elements of the Outstanding page
ID - numeric ID value.
Date - input with YYYY-MM-DD HH-MinMin-SecSec format.
Company - customer with the company name.
Risk label - the text with colorized outlined label, defining the Risk level of the entry.
Outstanding allowance amount - the value with the numeric amount and currency prefix. Here is the limit displayed, that was set in Customer page and Outstanding allowance field.
Current outstanding amount - the value with the numeric amount and currency prefix. This functionality is working with the logic as follows:
All the invoiceable Tax included amount, that Customer has in total is reduced by all the invoiceable amount at the current time, that has Payment accepted status. The rest unpaid amount is displayed in this column. After all the Orders fully completed and accepted, this amount should be equal to 0.
Invoice sheet icon - clicking initiates the download of the PDF invoice file.
View lasso icon - clicking initiates redirection to the Order in Back-Office, that customer has made.
Pagination of the Outstanding page
Pagination type component.
Behavior descriptions
Allowed outstanding amount behavior
Input can be filled with valid characters: 0-9 only. Default value is 0. If characters are typed as Latin letters, input erases the wrong text automatically. If there are more than 19 characters in the field, the instant error is displayed below the field - exclamation mark and message This field is invalid. Outstanding allowance amount allows setting the maximum purchase amount for the Customer, and to be included into the Outstanding list. Input is from the Forms Normal UI Kit.
Maximum number of payment days behavior
Limit for Customer purchases in days. Default value is 0. If characters are typed as Latin letters, there will be a browser-type notification near the field, called Please enter a number. If there are more than 10 characters typed in this field, there will be a Prestashop error prompted. This feature allows setting the maximum days limit, in the Outstanding listing, that a Customer can be included in. Input is from the Forms Normal UI Kit.
Risk rating behavior
Dropdown with the Risk values. Component from the Dropdown Basics UI Kit. The values appear as labels in the Outstanding listing table in the Risk column. The risk values are the following:
None - label appearance is with black text and the green outlined color.
Low - label appearance is with the black text and the orange outlined color.
Medium - label appearance is with the white text and the red outlined color.
High - label appearance is with the white text and the red outlined color.
Search CTA button behavior
Once there are no entries from none of the filtering fields, the Search CTA button is disabled, once there is at least one filtering value managed, the button becomes enabled. Component is from the Buttons Basics UI Kit.
Multistores functionality
This page is Multistores dependent page.
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