Easy-digital-downloads: 3.0 - Orders - Reduce Steps for Assigning Customers

Created on 21 Jan 2020  路  7Comments  路  Source: easydigitaldownloads/easy-digital-downloads

Enhancement Request

Some previously: https://github.com/easydigitaldownloads/easy-digital-downloads/issues/7052#issuecomment-458265857

Explain your enhancement (please be detailed)

Show a searchable dropdown of Customers by default when creating or editing an order.

Justification or use case

When manually creating a new Order a Customer is required to be associated with it before it can be saved. Currently you can either assign an existing customer or create a new customer.

Since we know one of these actions has to be taken we can help users realize a Customer is required and reduce the number of clicks it takes to attach a Customer by showing the searchable dropdown automatically. This will likely cover the majority of use cases and hides the (I think) less used option under a toggle.

This also allows more validation to focus the dropdown if attempting to save the order without assigning a Customer.

Screen Shot 2020-01-21 at 3 49 09 PM
Screen Shot 2020-01-21 at 3 49 45 PM

When selecting a Customer the information below the dropdown will automatically be updated.

The only thing I'm not 100% on is the or, but I think there needs to be some separation from the existing Customer search.

component-administration component-orders scope-ui type-improvement

Most helpful comment

A few things left to wire up, but this feels nice:

2020-02-04 15 01 15

All 7 comments

A few things left to wire up, but this feels nice:

2020-02-04 15 01 15

PR #7557

I really like this flow when creating a new order, but I'm not sure it works as well when viewing an existing order.

It feels a bit weird for the customer's name to be shown exclusively in a drop down menu when viewing an existing order. The existing UI in release/3.0 feels more natural when viewing existing orders:
image

@pippinsplugins I was thinking yesterday that the larger name should be restored at least. I'll play with making sure it's clear switching a Customer is still possible when editing an Order.

@pippinsplugins What about a more clear label above the Customer search?

2020-02-10 09 28 04
Screen Shot 2020-02-10 at 9 28 24 AM

Edit:

With the Customer name added as well:

2020-02-10 09 41 23
Screen Shot 2020-02-10 at 9 41 08 AM

@spencerfinnell That's much better. Let's proceed with that.

7557 updated to match above screenshots.

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