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Assign Order To User
M2

TOTAL:
$99.00

Compatibility

Magento Platform
Open Source (CE)
2.2
Extends Page Builder
N/A

Tech Specifications

Current Version:
1.0.4
Type:
Stable Build
Updated:
02 April, 2019
Categories:
Extensions, Shipping & Fulfillment, Order Management (OMS)
Supported Browsers:
Chrome Linux: 42, 43, 44 Mac: 39, 44 Windows: 39, 40, 42, 43, 44 Firefox Linux: 31, 38, 39, 40, 41 Mac: 31, 38, 39, 40, 41 Windows: 31, 38, 39, 40, 41 Opera Linux: 7, 7.1, 8, 9 Mac: 7, 7.1, 8, 9 Windows: 7, 7.1, 8, 9 Safari Linux: 7, 7.1, 8, 9 Mac: 7, 7.1, 8, 9 Windows: 7, 7.1, 8, 9 Edge Windows: 42 IE Windows: 10, 11, 8, 9
Policy:

Overview

The assign Order To User extension enables administrators to assign an individual order to a team member to work on that order. Assign an order to a staff member in the warehouse, in the finance department or the customer services team.

Overview

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The Assign Order To User extension adds two new columns to the order grid on the Orders screen: “Assign” and “Assigned To”. 

A single click on a "Assign" button brings up the Assign Order to User interface displaying options for who to assign the order to within your organisation. A second click assigns the order to a user. The user will see the order assigned to them when they log in to Magento and navigate to the Orders screen.

Assign Order to User is ideal for managing individual orders and exceptions in your fulfilment workflows and can be used by any size of business with any number of users or locations. 

The Assign Order to User extension costs just $49 to install on your Magento 2 store, and free service support is offered for the first 3 months.

 

FEATURES

You aren’t required to assign orders to users to ship them, but there are several advantages when you do: 

  • Ability to manually assign an order to a user to work on the order
  • Set permissions and restrictions for each user to give them access only to the orders assigned to them
  • Only one user can be assigned to an order, but you can change the assigned user at any time
  • Assigned user data is stored on the order record and is included in order exports
  • Assigned To can be used as criteria for Saved Filters and Views

 

Manually Assign Order to a User

Admins can now assign an order to a user (i.e. a named individual within your organisation) to work on the order. For example, you can assign an order to a warehouse operator for shipping and fulfilment, or to a member of the finance team to process a full or partial refund, or to a customer service operator to resolve a customer query or service issue prior to dispatch.

 

Set User Permissions and Restrictions

Administrators can define and save user roles and role resources in your account, giving users access only to the orders that have been assigned to them.

 

Change the User at Any Time

Only one user can be assigned to an order, but you can change the assigned user at any time.

 

Stored User Data

Assigned user data is stored on the order record so it can be included in order exports.

 

Flexible Filters and Views

Assigned user data can be used as criteria for saved filters and views on the Orders tab. Admins can also use the Orders tab to make the “Assign” and “Assigned To” columns visible or invisible using the Column Settings drop-down. Admins can also drag and drop the “Assign” and “Assigned To” columns to their preferred position on the orders grid.

 

Release Notes

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1.0.4:

  • Compatible with Open Source (CE) : 2.2
  • Stability: Stable Build
  • Description:

    Version 1.0.4

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Magento developers have both a contact email and a support email listed.

Q & A

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Reviews

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