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z33k3r's picture
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First post goodness:

I am building a new website with the need for memberships via invoices. I was instructed this way to have some of my questions answered. What I need to do is this:

  1. Company Signs up for membership
  2. Company selects level of membership (details included on sign-up page) which delegates their price of membership
  3. Email goes to specific site admin, role dedicated for this process, for approval
  4. Admin approves the membership and invoice is created
  5. Company contact is notified of invoice
  6. Company logs in and pays invoice
  7. Company's payment goes through and account then becomes active
  8. Company can now add user logins to it's profile
  9. Company user's have privileges but not to admin the company's profile, only the contact that signed it up.
  10. Yearly renewal reminders to both company and subscription admin roles.

If anybody has implemented this, please share your thoughts and any recipes would be extremely appreciated!

z33k3r's picture
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Weekend Post Gloomies

So I would assume that 'cause I posted on a Friday I wouldn't get much help Smiling

Now that we are on Monday again, does anybody have experience with this type of membership? ...or recommendations?

vincew's picture
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Re: Weekend Post Gloomies

(out of curiosity)....

Quote:

I was instructed this way to have some of my questions answered.

Instructed by whom?? and.. what did you find on yourself?

May i suggest to have a look at: http://www.ubercart.org/forum/selling_services/9819/selling_services_dif...

Best,
VinceW

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(You may use my personal contact form to discuss drupal/ubercart work.)

z33k3r's picture
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Re: Re: Weekend Post Gloomies

From a helpful chap in the Drupal.org forums. Eye-wink

So far (not having installed it yet to play) I have learned or been told that I can setup the site with Ubercart to create paid memberships. That's cool. But I need it to happen with a set order of operations.

This site will sort of act like an application process. The user first requests a membership level by signing up with basic information (company, user, pass, addy, etc).

I also am trying to find a module for adding additional signup fields if anybody would care to help me on that one as well...

After signing up, they get a verification email saying something like "thanks for your request." So far all standard Drupal stuff.

Next a specific administrator gets and email notifying them of a new applicant. This admin will then review their information, and then select an appropriate membership level for them (if the level they selected wasn't appropriate).

Now to the tricky stuff (stuff I haven't done before). This in turn creates an invoice for the new member. The member should get an email saying that they were accepted and link them to the invoice. The customer signs in, pays the invoice (reoccurring yearly) and their membership is then activated (Rules module to process event changes, I am assuming).

As far as I have found, the normal recipe calls for the user to act like a normal shopping cart where they select the membership they want, they checkout/pay and then their membership is active. My approach is different in that there is an administrative filter between them signing up and them actually getting access to the rest of the site.

Thoughts?

vincew's picture
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Quote:I also am trying to
Quote:

I also am trying to find a module for adding additional signup fields if anybody would care to help me on that one as well...

Drupal comes with Profile. This supports configurable user profiles. I suggest you have a look at that first, before trying something else

Quote:

Thoughts?

Thoughts enough Smiling ... but what is it you would like to know? By putting it this way, it's not very clear to me (perhaps my fault)

Do you want to know if this can be done with Drupal/Ubercart? Yes it can.

Best,
VinceW

-=[ Your Information Matters ]=-

(You may use my personal contact form to discuss drupal/ubercart work.)

z33k3r's picture
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Re: Quote:I also am trying to

Ok, so I have seen posts of many users doing paid membership. I have also seen many posts debating whether or not uCart2 is ready for production or not? Any thoughts or experience with that topic? It seems to me that all my needs will require 2.0..?

z33k3r's picture
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Re: Quote:I also am trying to

So I am in the middle of all of this, trying to put the pieces together and I need some guidance.

Added the Role Assignment setting in my Product Settings. I have enabled the different roles and pricing.

How do I get the selection of membership fields into the Profiles signup form?

z33k3r's picture
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Re: Quote:I also am trying to

Anybody?

z33k3r's picture
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Re: Re: Quote:I also am trying to

Ok so I found that you have create products and assign them a profile "feature"... but again... I am lost on how I can add this to the user registration?

I have read a few threads saying that you just use the Ubercart checkout form for this... Ok, that's cool, but how to do I get my profile fields into that checkout process?

univate@drupal.org's picture
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Re: Re: Re: Quote:I also am trying to

Using the profile module when you setup profile fields there is an option as to whether it should show up on registration page.

As for adding this to ubercart checkout.., the easiest way would be to disable anonymous checkout and then force user to register before purchasing. Otherwise you will need to override the code that generated the checkout form to add your own elements.

maromba's picture
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Re: Pay for Memberships After Approval Process

hi z33k3r

i too am looking for a solution to the exact scenario you posted. Did you ever find a solution? If so pls share, it would be greatly appreciated.

Maromba

sock2me's picture
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Once signed up for membership, user can post stuff for sale..

I need to know if its possible for subscribers to sign up, get approved and then be able to load products into the system. They're not getting the money - so this isn't necessarily a "Multiple Sellers" scenario - they can only upload products and descriptions, etc. THEN... that gets passed along for an approval process before the product shows up for sale.

The folks uploading products will be getting a cut of the deal, but the money is all handled via one account and checks would be sent out monthly.

Anyone know if this can be done with Ubercart and Drupal? And if there are specific modules I need to look at...

Thank you!

univate@drupal.org's picture
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Re: Once signed up for membership, user can post stuff for sale.

In drupal you can setup your permission to enable any users to create specific types of content. You can also setup the default settings in a content type to be "unpublished" - so no one outside the site can view the content (products) until an administrator has published the content - this is all just standard drupal core functionality.

If you need it to keep track of the money owed thats a different problem and I believe that the ubercart marketplace module is implemented this way (ie: all the money is collected into the one site and then payed out to each seller later).

sock2me's picture
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Thank you - I appreciate your help

Thank you! I am new to Drupal so was not sure if UberCart and Drupal worked together like this. I thought that maybe adding products had to be done through UberCart, and therefore wouldn't use the Drupal user settings. I've been working with Joomla the last few years, and am so happy to be switching to Drupal.

Thank you again!

smccabe7's picture
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Ubercart and Drupal User Register Form

fwiw:

I find a major challenge is getting Ubercart to work seamlessly with the User Register form in Drupal 6.

My solution is to have the user hit the standard User Register form, using Form API in my custom module to add any form elements unavailable by core or contributed modules, have my custom module basically insert a product via function - uc_cart_add_item() (eventually adding a form element that will control this based on the subscription option once there is more than one), then redirect the user after form submission to Ubercart's standard checkout form to complete the process.

What I'm still working on is a solution to avoid Drupal inserting the user into the database prior to checking out. If the user leaves the site without checking out, then a useless Drupal user still exists without any permissions since the necessary role is assigned after checkout. If the visitor comes back and tries the register with the same username (email address in our case), Drupal claims that username is already registered.

I'm developing my module to get the form values into a PHP session variable, and then when the user checks out, insert the user into the database.

Overall, I'm working to get a much better handle on site subscriptions in Drupal and Ubercart (sharing my results when I can), and I hope future versions of both Drupal and Ubercart will make this important seamless User Register form integration much easier.

I use the uc_recurring module (2.x), since it supports Authorize.net and CIM (we do not need ARB). So far, it is working very well, thanks to Univate and those who may be helping.

Hope that helps.