Managing Pending Orders

TABLE OF CONTENTS

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 order which is placed but pending Payment.

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

Pending amount of the 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 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 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 items

    4. Import (Visible only when Avalara tax is associated to 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 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 Coupon Together

        3. Promotions With Exceptions

    7. CSR Discount

    8. 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

    9. Return Charges

      1. This is the sum of all the non-refunded shipping and tax calculated on shipping amounts from all the approved Returns associated with the Order

    10. 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

    11. Voucher Amount

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

    12. Amount To Be Paid

      1. This is the difference between Order Total and Voucher Amount that is taken from the user

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

    1. Shipping

    2. Handling Charges

    3. Shipping Discount

  3. Once an order is placed the following additional information gets saved along with the Order so that the same values (and not the current values) can be used while managing the Order, or creating or managing a Return:-

    1. Line item wise Unit Price

    2. Line item wise included quantities of child products for every bundle product

    3. Line item wise value of “Out Of Stock Options” setting

    4. Line item wise shipping amount

    5. Line item wise tax amount

    6. Line item wise Import amount

    7. Line item wise tax rate (only if the custom tax is used)

    8. Line item wise sum of all line item discount amount

    9. Line item wise line item discount for every applied discount

    10. Line item wise order discount amount for every applied discount

    11. Line item wise CSR discount amount for every applied discount

    12. Line item wise sum of all line item shipping discount amount

    13. Line item wise shipping discount amount for every applied discount
      Note: This is available from Znode 9.7.1

    14. Order wise value of “Calculate Tax On The Discounted Price” setting

    15. Order wise value of “Include Shipping In Taxes” setting

    16. Order wise handling charges

    17. Order wise voucher amount for every applied voucher

    18. Line item and Order wise applied Discount Types

  4. Admin users cannot make any changes to the following Order unless all the Returns associated with the Order are complete i.e. has any one of the following statuses- Approved or Return Processed or Rejected:

    1. Order Status

    2. Shipping Type

    3. Shipping Address - zipcode

    4. Coupon

    5. Voucher

    6. Tax Exemption

    7. CSR Discount

    8. Line Item Status

  5. Shipping

    1. If the line item status is Failed or Shipped, then admin users cannot edit the line item shipping amount

    2. If line item status is selected as Shipped, the line item quantity input gets enabled so that admin users can enter the quantities that are shipped. Product level Ship Separately setting is removed. Admin users can ship any line item from any order separately. Also, irrespective of product is shipped separately or together, still, the handling charges be still applicable on the entire order

    3. If line items are split shipped, line item shipping and shipping discount is split for the shipped and non-shipped quantities. Also, no Handling Charges are additionally applied to split shipped items

    4. If line item shipping amount  or Shipping Type or Shipping Address - zip code is changed, all the shipping discounts get removed from the Order and the shipping amounts for every line item and shipping promotions get recalculated based on real-time values saved against the Shipping Method

  6. 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. Shipping Type is changed

      4. Shipping Address - zipcode is changed

      5. The shipping amount is changed

    2. Tax Rate for custom Tax service is saved along with the Order

  7. 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 changes

  8. Vouchers

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

    2. The value of Voucher Amount cannot be increased automatically but can reduce if the value of Order Total - Return Charges are reduced and is less than Voucher Amount

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

  9. Refunds

    1. If Order status is manually selected as Cancelled, the required amount from the Order Total gets refunded. If at least one completed and approved Return is associated with the Order then Order Total - Handling Charges - Return Charges are refunded, otherwise the complete Order Total is refunded

    2. If Order status is selected Cancelled since all line items of Order are refunded then Refund if needed is only initiated from the Manage Return screen

    3. The Return Charges can never be refunded

    4. Voucher Amount is refunded conceptually, but admin users require to manually update the Vouchers to indicate the refunded amount

  10. 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

    4. Removing Vouchers from Order

    5. Automatic refunds to vouchers

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.