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    Opencart Customer Sub Account

    OpenCart Customer Sub Account – This extension allows the customer to create multiple sub-account users and give them different permissions and accesses to manage and view the information of the main customer account.

    The sub-account users can perform those tasks on behalf of the main account users and can access the main account details depending on the permissions they have.

    Sometimes, in a big organization, a large number of orders are placing on a daily basis. To fasten the process, the main account user can define the responsibility to their sub-account users to manage the order process.

    The admin can assign the various available permission to the main account and on the behalf of the options, the main account user can assign various permission to their sub-accounts.

    Note:

    1. This module supports all templates and themes including the Journal theme.

    2. OpenCart Customer Sub Account module supports the Multi-Store feature of the default Opencart.

    Features –

    • The admin can enter their store email id.
    • Admin can manage the allowed permission for the main account.
    • The admin can decide if the sub-account needs to be approved or not.
    • The admin can manage whether to notify the main account user when an order gets place by sub-account.
    • Admin can manage the email templates.
    • The admin can Activate/Deactivate the sub-accounts.
    • Admin can view the mapping of the sub-account, main account, and parent account in the list.
    • The main user can log in to Sub-accounts.

    Installation –

    Step 1:

    The installation of the Module is easy. Under the module XML, there are folders admin, catalog, and system, you just need to upload these folders to the root directory of the website.

    Note – You can also install the OpenCart Customer Sub Account module by uploading the ZIP or XML file from the ocmod folder. Please upload the ZIP file for version 3.X and upload the XML  file for version 2.X.

    Step 2:

    Now log in to admin backend and navigate through Extensions > Extension Installer. Click the Upload button and browse the XML file, this file is in the ocmod folder. Please select the correct ocmod folder. According to your Opencart version installed in your system.

    Step 3:

    After uploading the XML file, please navigate through Extensions > Modifications. Forthwith, click the Refresh button as visible in the below snapshot.

    Step 4:

    After that, under the Admin panel navigate to System > Users > Usergroup and edit ‘Administrator’ and select all for both Access and Modify Permission then save it.

    Step 5:

    Eventually, navigate to Extension > Modules install the module as shown below.

    Module Translation

    OpenCart Customer Sub Account module supports multiple languages. So, this section will describe how to make the module work in different languages. Please check this link for language translation

    Module Configurations –

    After the installation is done, the admin can now manage the backend configurations. For this, the admin will navigate to the Extensions > Extensions > Modules > Webkul Customer Sub Account

    Meanwhile, the admin has to manage the configurations in four different sections.

    General Configurations –

    The admin can manage the configuration setting by navigating to config setting from the admin panel under the Webkul Customer Sub Account

    Here, the admin can manage the –

    Status – The admin Enable or Disable the module from the admin panel easily.

    Webkul Customer Sub Account Store – The admin can select the store from here.

    Admin Mail id – The admin can enter their mail id here. It will use to send the email to the customers.

    Manageable Permissions – Furthermore, the admin can select the permissions from here. It will be used by the customers for their sub-accounts.

    The available options are –

    • Cart Approval Required: The sub-account user needs to approve the cart before purchase.
    • Merge Own Cart To Main Cart: The sub-account user will merge their cart with a cart of the main account.
    • Can Approve Carts: If this permission is provided then the sub-account user will approve the cart of their sub-account.
    • Can Place Order: The sub-account users will also place orders.
    • Force Usage Main Account Address: The sub-account user will have to use the main account address for placing orders.
    • View Main Wishlist: Sub-account users will also view the wishlist of the main account user.
    • Can Add To Main Wishlist: Sub-account users can also add products to the wishlist of the main account user.
    • Remove From Main Wishlist: Sub-account users can also remove products from the wishlist of the main account user.
    • Can View Main Account Order List: Sub-account users can also view the order list of the main account.
    • View Main Account Order Details: Sub-account users can also view the order details of the main account.
    • Can View Sub Account Order List: Sub-account users can also view the order list of sub-account.
    • Can View Sub Account Order Details: Sub-account users can also view the order details of the sub-account.
    • Will Get Notified On Order Place By Main Account: Notification will be sent to the sub-account user if the order is placed from the main account.
    • Will Get Notified On Order Place By Sub Account: Notification will be sent to the sub-account user if the order is placed from sub-account.
    • Create Sub Accounts: The sub-account user can also create sub-accounts.
    • Edit Sub Accounts: With this, the user can also edit other sub-accounts.
    • Delete Sub Accounts: With this, the user can also delete other sub-accounts.
    • Login To Sub Accounts: The user can log in to their sub-accounts.
    • Review Products: The sub-account user can also review the products.

    Sub-account Approval Required – The admin can select if the “Sub-account” approval is required by the admin or not.

    Send Order Notifications to Main Account – The admin can select if the sub-account order notification should be send to “Main account” or not.

    OpenCart Customer Sub Account Mail Keyword –

    Moreover, the available “Keywords” can be used to send customized emails using the available mail keywords for the sub-account mail.

    Email Options –

    From here, the admin can select the template to send the email as per the selected options.

    • Order Placed Notification to Main Account – The admin can select the template from the available option and it will be used to send the notification to the main account for the Order Placed.
    • Sub Account Order Placed Notification to Sub Account – From the available options the admin can select the email template for the sub-account and it will be used to send an email notification when an order is placed.
    • Sub Account Activated Notification from Admin to Sub Account – A email is sent to the sub-account when the sub-account is activated. The admin can select the email template from the available option.
    • Sub Account Activated Notification from Admin to Main Account – The admin selects the email template that will be used to send an email when a sub-account is created and it will be sent to the main account from the admin.
    • Cart Approved Notification to Sub Account – A email is sent to the sub-account when their cart will be approved.
    • Request for Place an order – The admin can select the email template that will be used when a request will be generated to place an order.
    • Sub Account Created Notification to Admin – Select the email template that will be used when an email notification is received by the admin for the newly sub-account created.
    • Sub Account Created Notification to Main Account – The admin can select the email template that will be used when a sub-account will create another sub-account and the notification will be sent to the main account.

    Manage Sub-account –

    The admin can manage the sub-account from the admin panel easily. The admin can navigate to the Manage Sub Account from the Webkul Customer Sub Account.

    Here, the admin can view the list of the Sub-account along with the Main account name, Customer name, E-mail, Parent Account, Date Added, with the action button.

    Moreover, the admin can also search and filter the customers based on the Customer Name, Customer E-mail, and Date Added.

    The admin can also “Approve”, and “Disapprove” the sub-account.

    Furthermore,the admin can also click on the edit button under the action to edit the customer.

    NOTE: Edit button allows the store owner to edit the customers from the admin panel on the default Customer page of OpenCart.

    OpenCart Customer Sub Account Mail Template

    Moreover, the admin can manage the mail template by navigating to the Mail Template from the admin panel under the Webkul Customer Sub Account menu.

    Here, the admin can manage the email template for the “Customer Sub Account Mails.”

    Furthermore, the admin can manage, edit, view, and add new email templates for the customer sub account.

    To add a new template, the admin can click on the “Add” button to create new email template.

    Here, the admin can –

    Name – Enter the name of the email template that will use to select the email template.

    Subject – Add the mail subject here.

    Message – Enter the message here. Messages are created on the bases of the email keywords.

    Manage Sub Account from The Main Account

    From the customer main account, the main account user can easily manage the customer sub-account. Here, the main account user can view and manage the permission for the sub-accounts.

    Sub Account List –

    From the Sub Account List, the main user can view the list of all the sub-accounts. The user of the main account can manage the sub-accounts from here.

    Furthermore, the main account user can, add a new sub-account user, delete the existing one, edit the details of the existing sub-account. Also, the main account user can user can manage the permissions.

    Moreover, the user can also see the allowed permission to a sub-account user.

    To add a new sub-account, the main user account can click on the “Add Sub Account” button and create a new one.

    Henceforth, the main account user can enter the details to create a new sub-account user.

    Add Sub Account Personal Details – To create a sub-account the main account user can enter the details like, first name, last name, E-mail, Telephone, and Fax details to create a new sub-account.

    Add Sub Account Address – Here, address details are filled i.e. Company, Address, City, Post Code, Country Code, Region/ State.

    Allowed Permission – Here, the main account user can select and allow the permissions for the sub-account users.

    The main user or Sub Account user with proper permission can manage –

    • Cart Approval Required
    • Can Merge Own Cart To Main Cart
    • Can Approve CartsCan Place Order
    • Force Usage Main Account Address
    • Can View Main Wishlist
    • Can Add To Main Wishlist
    • Remove From Main Wishlist
    • Can View Main Account Order List
    • Can View Main Account Order Details
    • View Sub Account Order List
    • Can View Sub Account Order Details
    • Will Get Notified On Order Place By Main Account
    • Will Get Notified On Order Place By Sub Account
    • Can Create Sub Accounts
    • Edit Sub Accounts
    • Can Delete Sub Accounts
    • Can log in To Sub Accounts
    • Review Products

    Sub Account Password – Enter the password for the sub-account user.

    Cart Approval –

    By navigating to the “Cart Approval” tab under the “Sub Account” menu, the main account user can view the list of the products in the cart that required the approval.

    The main user can view the products in the cart along with the Sub Account name, Product image, name, model, quantity, Unit price, Total amount, and an action button to “Approve” the cart.

    Wish List –

    Furthermore, the main account users can view the products in the “Wish List” of the sub-account. Moving forward, the main account user can add those products to the cart or remove those products from the cart as well.

    Order History –

    Furthermore, from the “Order History” tab under the “Sub Account,the main account user can view the history of the orders made by the sub-account.

    By clicking on the “View” button, the main account user can view the other order details and can also “re-order” the same and also can request for the “return.”

    Login Using the Sub Account –

    After login to the main-account, the user can view and manage the sub-account and their permission accordingly. The main account-user can log in as a sub-account user by clicking on the login button.

    Sub Account List –

    After a successful login, the sub-account user can view the list of sub-account users, created by them. Moreover, the sub-account user can also create a new sub-account under their account.

    Henceforth, sub-account users will also be able to manage the sub-accounts, created by them. Creating a new sub-account is the same as creating a sub-account by the main account user.

    Cart Approval –

    When a sub-account user will add the products to the cart, and cart approval permission is enabled for the sub-account, it will display a message “Request Cart Approval” to the sub-account user.

    Now, from the user sub-account dashboard, the sub-account user can view the list of the products that needs to be approved. Moreover, the current sub-account user can also “Merge own cart” to the main account.

    Wish List –

    Wish list allow the sub-account users to add their favourite products to their wish list and process further. The sub-account users can view their wish list products along with the Main account wish list products.

    Furthermore, they can remove the products from their cart, or move the products to the cart or add the products to the main wish list.

    Order List –

    Moreover, the sub-account user can navigate to the “Order List” to view the history of their orders. The sub-account user can also view the main account order from here as well as per the allowed permissions.

    Furthermore, the sub-account user can also click on the View Order button to view the details of the order.

    Logout –

    The sub-account user can click on the Logout button to logout from the sub-account.

    Current Product Version - 1.0.0.2

    Supported Framework Version - OpenCart, 2.x.x.x, 3.x.x.x

    . . .

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