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Order Approval Rules

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Overview

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Order Approval Rules extension helps the merchants to verify the orders placed on the online store. Using various conditions and rules, the admin can handle the order approval system. So whenever, a customer places an order, the payment is not made, instead, the order becomes a pending order, which later needs to be checked and approved by the admin.

The admin can view the list of all the pending orders waiting for approval, then approve or disapprove the orders individually or use the bulk option, and can also export pending orders CSV and Excel files. Once an order is approved by the admin, the customer gets an email notification and a complete order link to make the final payment at the checkout and finish the purchase process.

 

Business Value

In the B2B market, the critical and big purchase process requires submitting a purchase request, obtaining management approval and then making the final payment for products. Using this extension, the customers can place the order and wait for admin approval to complete the order and make payment later. Custom rules and conditions allow the store admin to review orders with the fullest accuracy. Using several combinations of requirements and conditions helps to manage the bulk orders easily.

Let’s take an example of wholesalers, who order large quantities of particular products and use the “Same Day Delivery” method of shipping to make a large number of fraudulent orders. With the help of this module, you can set regulatory conditions taking all these aspects into account and avoiding any possible loss of profit or production costs.

 

Features List

  • The customer can create an order approval request by placing the order.
  • Various custom order status is available at the admin end, such as - order approval pending, order approved, and order disapproved.
  • The admin can create custom order approve rules and conditions as per cart attributes, product attributes, shipping methods, address, etc.
  • Set a custom message visible on the checkout page if the order is under moderation. 
  • The customer gets the notification via mail for the order moderation, approval and disapproval.
  • The customers will see the “Complete Order” link on the My Orders page when it is approved.
  • To complete the order, the customer can select the available payment method in the store and make the payment. 
  • A separate section is available in the admin panel to view pending orders which require approval.
  • The admin can easily approve and disapprove of the orders in bulk.
  • The admin can export the pending orders data in CSV or Excel files.
  • The guest users cannot place the order approval request if they are applicable for the order approval condition.
  • Approve and disapprove option on the order information page.
  • Customer group in conditional order approval required available.
  • Ask Query button at the customer end to reach out to the admin.

 

How Does The Extension Work?

General Settings

First, the admin will enable the module, then set the email, and configure whether any conditional order approval check is needed or not. And enter a message for the customers and guest users which will be visible on the checkout page.

 

Set Rules & Conditions 

The admin is now able to verify fake or doubtful orders and limit such order purchases by creating certain rules and conditions that must first be fulfilled when the customer places an order.

 

Send Email Notifications

Multiple email notifications are sent to the customers for - when an order is in moderation, the order is approved, or disapproved. The admin can select the email templates for these notifications.

 

Place Order Without Payment

After meeting the order approval conditions (if applicable), during the checkout process, the customer will only see the Order Approval as the payment method. Further, the order approval required message will be shown on the top. The customers can also view their pending orders under the My Orders section and check the status of these orders as to whether or not the admin has approved it or not.

 

Approve/Disapprove Orders

The admin can view the list of orders received for approval. Based on the rules set for order approval, the admin can approve or disapprove the orders individually or in bulk. Once the order is approved by the admin, the customer is notified via email and the rejected orders are immediately cancelled.

 

Order Disapproved Status

If the order is not approved then the admin will not have the details of the order to handle it. The admin can disapprove and manage the orders which are requested by the customers.

 

Order Approved Status

The admin can approve and manage the orders which are requested by the customers. If the order is approved then the admin will have the details of the order to handle it.

 

Export Pending Orders Data: CSV/Excel XML

The admin can even generate pending order data using the CSV spreadsheet or Excel XML formats. Showing detailed information on the orders received - customer name, email, purchase date, grand total, shipping and billing details, etc.

 

Complete Order Link

If that order is accepted by the admin, the customer will be notified via. email and also see the Complete Order link in the My Orders list and the View Order information page. The customer can click the Complete Order link on the order details page to do the checkout process.

 

Pending Order Payment

Customers can complete the purchase of the order by making the payment by selecting any of the available payment methods. After placing the order, the status changes to the pending order status. Furthermore, once the customer completes the order, the complete Order link will no longer be available.

 

Process Order

Once the order is paid and completed by the customer, that order will no longer be visible under the Pending Order for Approval list. The admin will access and process these orders as normal. Hence, the admin can process the order (like creating an invoice or generating shipment) after completion from the customer end.

 

Ask Query

From the order view page, the customers can ask a query. A pop-up form will appear where the customer can enter a message. The message will be sent to the admin email inbox.

 

Benefits

For Store Admin

  • Create rules which limit the processing of an order.  
  • Approve or disapprove bulk orders.  
  • Manage and set various conditions for order approvals. 
  • Verify orders which may be fake or suspicious.

 

For Customers

  • Receive email notifications for order moderation, approved or disapproved.
  • Useful for B2B market customers for bulk order purchases.
  • Place an order without making the payment.
  • Negotiate, discuss or review the order before the payment is made.

 

Live Demo

You can check the live demo from here.

 

Support Policy

  • You get free 3 months of technical support included.
  • You can buy 6 or 12 months of the extended support agreement.
  • For issues, please create a ticket or send an email to support@webkul.com
  • Free lifetime updates of the module.

Technical Specifications

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Seller profile

Webkul Software Private Limited

Seller contact

E-mail

Current Version

4.0.3

Adobe Commerce platform compatibility

Open Source (CE): 2.3 (current), 2.4 (current)

Commerce on prem (EE): 2.4 (current)

Commerce on Cloud (ECE): 2.4 (current)

Type

Stable Build

Updated

17 October, 2022

Categories

Extensions, Payments & Security, Fraud, Checkout Enhancements

Supported Browsers

Chrome, Firefox, Opera, Safari, Edge, IE

Quality Report

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Installation & Varnish Tests

Passed

Coding Standard

Passed

Plagiarism Check

Passed

Malware Check

Passed

Marketing Review

Passed

Manual Testing

Passed

All tests were conducted on the latest versions of Adobe Commerce that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.

Release Notes

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4.0.3:

  • Compatible with Open Source (CE) : 2.4
  • Stability: Stable Build
  • Description:

    + Admin can check and ask for query history
    + Customers can check their ask query history
    + Added a tab on the order information page for ask query history.
    - Fixed a few bugs.

4.0.2:

  • Compatible with Open Source (CE) : 2.4
  • Stability: Stable Build
  • Description:

    - Fixed few bugs.

4.0.1:

  • Compatible with Open Source (CE) : 2.4
  • Stability: Stable Build
  • Description:

    + Compatible with Magento 2.4.x CE
    + Added Approve and disapprove option on the order information page.
    + Added a condition for customer group in conditional order approval required.
    + Added an option "Ask Query" to the admin at the customer end.
    - Fixed a few bugs.

4.0.0:

  • Compatible with Open Source (CE) : 2.4
  • Compatible with Commerce on prem (EE) : 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.4
  • Stability: Stable Build
  • Description:

    + Compatible with Magento 2.4.x

3.0.0:

  • Compatible with Open Source (CE) : 2.3
  • Stability: Stable Build
  • Description:

    -------------------------------- Version 3.0.0 --------------------------------------
    + Compatible with Magento 2.3.x

    -------------------------------- Version 2.2.0 --------------------------------------
    + Guest user issue fixed.
    + Compatible with Magento 2.2.x.

    -------------------------------- Version 2.0.0 --------------------------------------
    + Admin can enable or disable the module easily from the configuration.
    + On module installation 3 custom order status is created automatically order_approval_pending, order_approved, order_disapproved.
    + Admin can create custom order approve condition, related to cart attributes, product attributes, shipping methods, address etc.
    + Admin can set a custom message to show on the checkout page if order approval is required.
    + If order approval is required, after placing the order customer will receive a message regarding order approval.
    + After the order is placed admin can see those orders in a custom grid.
    + Admin can easily approve and disapprove the orders in bulk.
    + Admin generates CSV or excel of the pending orders.
    + After admin approval or disapproval customer will receive a message regarding the status.

Support

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

Contact Vendor

Q & A

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Reviews

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