Resale Certificate Management in SuiteCommerce Advanced (SCA)
Client Portfolio
One of our US based clients with whom we developed a SuiteCommerce Advanced site, had a custom requirement to implement an option for managing and uploading a resale certificate for the customers.
Problem Statement
Our client wanted us to add an option to the registration portal of their existing customers to upload certificates. Another requirement was to have an option for newly registering customers to upload their certificates while creating the account.
What We Suggested
Our team of specialists specialists examined the details of the requirements and came up with a solution by adding an option to upload the resale certificate. Existing customers now have an option to upload the certificate if they have not done so. While clicking on the “upload certificate” button a form will pop up on the screen and clients can fill in the form and sign on the canvas area provided for signature. Upon submission, the certificate is added to the customer record. Notably, newly registered customers can easily upload the certificate to the registration page without any hassles. Further, if the logged–in customer has already uploaded the certificate, only the “download certificate” button will be displayed. If not, the system will show the “upload certificate” button.
Customer Success
The implementation was successful, and both the existing and new users can now upload their resale certificates effortlessly and can download them if required.
Way Forward
Our experts tweaked SuiteCommerce to manage and enable the uploading of resale certificates to take client satisfaction to new heights. Jobin & Jismi’s key focus lies in ensuring customer satisfaction by thoroughly understanding client requirements, offering efficient solutions, and driving business expansion.
