TABLE OF CONTENTS

• Introduction
  • Editing a Pending Order
  • Modifications In Manage Order Workflow From Znode 9.7 Release

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.

Modifications In Manage Pending Order Workflow From Znode 9.7 Release

1. The total of the following fields gets displayed in the summary:

   1. Subtotal

      1. This is the sum of the line item total amounts

   2. Shipping

      1. This is the sum of line item shipping amounts

   3. Handling Charges

      1. This is the charge associated with the selected shipping method and is calculated for the entire order and not for every line item

   4. Import (Visible only when Avalara tax is associated with the particular store)

      1. This is the sum of Import amounts calculated on the line item total.

   5. Tax

      1. This is the sum of tax amounts calculated on the line item total and line item shipping total.

      2. The tax amount is calculated based on the input saved against the following admin settings:

         1. Include Shipping In Taxes

         2. Calculate Tax On Discounted Amount

   6. Discount (on Subtotal)

      1. This is the sum of all line items and order discounts

      2. The discount is applicable and the discount amount is calculated based on the input saved against the following admin settings:

         1. Is Allowed With Other Coupons

         2. Allow Promotion And Coupons Together

         3. Promotions With Exceptions

   7. Shipping Discount

      1. This is the sum of all shipping discounts

      2. The discount is applicable and the discount amount is calculated based on the input saved against the following admin settings:

         1. Is Allowed With Other Coupons

         2. Allow Promotion And Coupon Together

         3. Promotions With Exceptions

   8. Order Total

      1. 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

   9. Voucher Amount

      1. This is the sum of all voucher amounts applied to the Order

2. The following shipping-related information gets displayed and saved separately for all the Order screens in the admin and web store:

   1. Shipping

   2. Handling Charges

   3. Shipping Discount

3. Taxes

   1. Taxes are always calculated in real-time, depending on the tax settings saved against the order, the same Tax Rate will be used when

      1. Discounts (promotion/coupon/CSR discount) are applied

      2. Voucher is applied

      3. The shipping Type is changed

      4. Shipping Address - zip code is changed

      5. The shipping amount is changed

   2. The tax rate for custom Tax service is saved along with the Order

4. Import

   1. Imports are always calculated in real-time, depending on the tax settings saved against the order.

      1. If the shipping address is changed from one country to another then only the import duty calculations change

5. Vouchers

   1. The Voucher Amount does not get subtracted from Order Total since it is considered a payment method

   2. 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

   3. Even Voucher Amount is reduced the same is not reflected in the applied Vouchers displayed below the Voucher input field

6. The following are not supported:

   1. Increasing/decreasing the line item quantity

   2. Deleting a line item

   3. Handling Charges application at a line item level