Feature Oerview: Direct View for Account Documents and Invoice Share Links (#23288)
Overview
This feature introduces a standardized approach to direct link viewing of account documents such as orders, dispatch notes, invoices, and returns. By implementing this feature, users can quickly access and share important account documents through direct links, streamlining their workflow and improving efficiency.
Links can be created to provide direct access to the view of various account documents in the Account Center.
The link format is in the form of /ecommerce/{DocumentType}/{DocumentNumber} where {DocumentType} can be “invoice”, “dispatch”, “order”, or “return”, and {DocumentNumber} is the valid document number.
For example:
- Order: https://www.theoutdoorscompany.com/ecommerce/order/12344566
- Dispatch Note: https://www.theoutdoorscompany.com/ecommerce/dispatch/12344566
- Invoice: https://www.theoutdoorscompany.com/ecommerce/invoice/12344566
- Return: https://www.theoutdoorscompany.com/ecommerce/return/12344566
When the page is loaded, it will confirm the following before allowing the document to be displayed:
- Licensing will check for the presence of a valid A/R Portal module (ARP) license.
- The current customer of context for the shopper is the customer for the document.
- If a user is not logged in, they will be redirected to the login screen to authenticate and then redirected back to the page where the document view will now load.
Upon closing the document viewer, the shopper will be left on the document page with full available functionality.
In addition, this feature includes functionality in the BillingHistory_Grid widget to display a share icon on the invoice listing. When clicked, this icon launches a popup with share links for viewing and paying the selected invoice. The links can also be copied to the clipboard using the provided button. A share button is also visible in the DocumentViewer_Popup widget when viewing an invoice.
This feature greatly enhances the user experience by simplifying the process of accessing and sharing account documents, ultimately leading to better customer satisfaction and operational efficiency.