TABLE OF CONTENTS
Introduction
Navigate to: OMS > Pending Orders
Administrators can manage all the pending orders for all stores in this section. Administrators can convert a pending order to an order with the convert order action.
Note - Pending Orders can be created through Approval Routing. Approval Routing can be enabled for Purchase Orders, Invoice Me, and Charge On Delivery payment methods, or for Store. When an Approval Routing order is placed, the order needs to be approved by the Administrator or Approvers.
Editing a Pending Order
Administrators can change the approval status, add order notes, and save from the Manage Pending Order screen.
User Detail | Description |
Pending Order ID | Unique Pending Order ID associated with the pending order |
Customer Name | Full Name of the customer. |
Account Name | Account Name details for which the order is placed. |
Store Name | Store Name for which the order is placed. |
Pending Order Status | Current status of the pending order. |
Pending order Amount | Order total of the pending order. |
Created Date | The date on which the order was created/placed. |
Action | Order details can be seen and edited from this tab. |
Modifications In Manage Pending Order Workflow From Znode 9.7 Release
The total of the following fields gets displayed in the summary:
Subtotal
This is the sum of the line item total amounts
Shipping
This is the sum of line item shipping amounts
Handling Charges
This is the charge associated with the selected shipping method and is calculated for the entire order and not for every line item
Import (Visible only when Avalara tax is associated with the particular store)
This is the sum of Import amounts calculated on the line item total.
Tax
This is the sum of tax amounts calculated on the line item total and line item shipping total.
The tax amount is calculated based on the input saved against the following admin settings:
Include Shipping In Taxes
Calculate Tax On Discounted Amount
Discount (on Subtotal)
This is the sum of all line items and order discounts
The discount is applicable and the discount amount is calculated based on the input saved against the following admin settings:
Is Allowed With Other Coupons
Allow Promotion And Coupons Together
Promotions With Exceptions
Shipping Discount
This is the sum of all shipping discounts
The discount is applicable and the discount amount is calculated based on the input saved against the following admin settings:
Is Allowed With Other Coupons
Allow Promotion And Coupon Together
Promotions With Exceptions
Order Total
This is calculated using this formula: Subtotal + Shipping + Handling Charges + Tax - Discount (on Subtotal) - CSR Discount - Shipping Discount + Return Charges
Note: This formula is different for creating order workflow
Voucher Amount
This is the sum of all voucher amounts applied to the Order
The following shipping-related information gets displayed and saved separately for all the Order screens in the admin and web store:
Shipping
Handling Charges
Shipping Discount
Taxes
Taxes are always calculated in real-time, depending on the tax settings saved against the order, the same Tax Rate will be used when
Discounts (promotion/coupon/CSR discount) are applied
Voucher is applied
The shipping Type is changed
Shipping Address - zip code is changed
The shipping amount is changed
The tax rate for custom Tax service is saved along with the Order
Import
Imports are always calculated in real-time, depending on the tax settings saved against the order.
If the shipping address is changed from one country to another then only the import duty calculations change
Vouchers
The Voucher Amount does not get subtracted from Order Total since it is considered a payment method
The value of the Voucher Amount cannot be increased automatically but can reduce if the value of the Order Total - Return Charges is reduced and is less than the Voucher Amount
Even Voucher Amount is reduced the same is not reflected in the applied Vouchers displayed below the Voucher input field
The following are not supported:
Increasing/decreasing the line item quantity
Deleting a line item
Handling Charges application at a line item level