Commerce Portal - Order Edit

This feature was introduced in Znode 9.9

TABLE OF CONTENTS

Introduction to Order Edit Page
Assign (Owners and User Groups) to an Order
Order Summary
Requires Completeness Order Status Requirements
Other Order Edit Pages Sections

Introduction to Order Edit Page

Navigate to: Commerce Portal Pages > Order Edit Page >> Order Summary

After the Order is created, the logged-in user can edit the Order-related details in the following sections (in any sequence):

Assign (Owners and User Groups) to an Order
Order Summary
Order Flags
Products
Shipping
Payments
Notes/Logs

Assign (Owners and User Groups) to an Order

Using this feature, the logged-in user can add or remove Order Owners as well as User Groups.

Assign Feature includes 3 options:

Assign To Me
- Using this option, the logged-in user will be able to assign the Order to himself/herself.
- Once the Order is assigned to the logged-in user this will add the logged-in user to that Order Following list.
- If the "Assign to Me" and "Can Be Assigned to Orders" permissions are set to true, the logged-in user can assign an Order to themself, provided that the Order is in an editable status, i.e. the Edit attribute for a Status is set to true.
  - In addition to the permissions listed above, the user must additionally have Edit My Order or Edit All Order permissions.
- The “Assign To Me” option will be hidden in case when “Assign to Me” and “Assign to Anyone” both these permissions for the user are set to false.
Assign To
- Using this option, the logged-in user will be able to assign the Order to other users based on the permissions and will add that user to that Order Following list.
- Logged-in users with “Assign to Anyone” permission can assign Orders to the other users who have “Can be Assigned to Orders” permission set to true.
- Users with “Assign to My Team” permission can assign Orders to the following Users:
  - Users with the logged-in user as their Manager and have the permission "Can be Assigned to Orders" set to true.
  - Users who belong to the same user Group as the logged-in user and have the permission "Can be Assigned to Orders" set to true.
- Users will be able to change Order Owners for the Orders that are in a Status that is editable i.e. Edit attribute for a Status is set to true.
  - In addition to the permissions listed above, the user must additionally have Edit My Order or Edit All Order permissions.
- The “Assign To” option will be hidden in case when “Assign to My Team” and “Assign to Anyone” both this permission for the logged-in user are set to false.
Assign User Groups
- Using this option, the logged-in user will be able to add new user groups to an Order.
- Users can add User Groups in two ways either by selecting from the dropdown list or by searching for a specific User Group.

Order Summary

Header will display the following details related to an Order:

Account Name
- Name of the Account that was selected while creating an Order.
- NA if no account is selected/associated with an Order
User
- The User/Customer who is associated with an Order.
Order Status
- Current status of an Order
- Users can change the status of an Order through the Status dropdown or through Quick Status buttons that are created for specific Order Class as well as Order Status (as explained in the Manage Order Classes and Manage Order Status section) based on the permissions that they have.
Order Total
- Total that will be charged to the Customer for this Order.

Other details that will be displayed in the Order Summary are as follows:

Store Name (Non-Editable)
- Name of the Store that is selected while creating an Order.
Account Name (Editable)
- Users can add/update the Account that is associated with an Order.
User (Editable)
- Users can update the Customer that is associated with an Order.
Order Type (Editable)
- Default Flags and User Groups are associated with an Order based on the Order Type selected at the time of creating the Order.
- Users can update the Order Type as well.
  - If the logged-in user updates the Order Type, any default flags or default user groups on the new order type that are not already associated with the order will be added to an Order.
Order Created (Date & Time)
- This displays the date and time of when the Order was created.
Created By
- Name of the User will be displayed who created the Order.
In-Hands Date
- Estimated in-hand date for an Order.
Finalized Date
- This will display the Date and Time when the Order was finalized.
Origin
- If the Order is created using Commerce Portal, it will show as Commerce Portal.
Last Updated (Date & Time)
- This will show the date and time when the Order was updated last time.
Updated By
- Name of the User will be displayed who updated the Order last time.
Total (and its related information)
- Order Total will be displayed here based on the culture selected.
- Following information will be displayed in this section:
  - Sub-total
  - Discount
  - Tax
  - Handling Fee
  - Shipping Cost
  - Shipping Discount
  - CSR Discount
  - Voucher Discount
  - Total

If the logged-in user makes any changes to the editable fields then it will be mandatory for them to save those using either Save/Save & Close or Quick Status buttons.

Requires Completeness Order Status Requirements

If “Require Completeness” is set to true for a status then the following sections/areas will be validated:

User Information
- If the user information is removed while updating the order and an admin user attempts to change the status, validation will fail.
Flags associated with the Order
- If any of the flag(s) is in the open state then validation will fail.
Products
- If no products are added to the Order then validation will fail.
SKUs (NA/NA Combination)
- If any of the products that are added to the Order have a configurable variant selected as NA then validation will fail.
Product Price
- If the Price for any of the Products added to the Order is missing then validation will fail.
Product Status
- If the Product Status for the product added to the Order is set to NO then validation will fail.
Inventory
- If the product setting "Out-Of-Stock-Options" Is set to "Disable purchasing for out-of-stock products," inventory for that specific product must be checked, and if inventory = 0 then validation will fail.
- Also if the product setting "Out-of-Stock Option" is set to "allow back ordering" then first the inventory of the product must be checked and if the inventory = 0 then back ordering will be checked and if the added quantity does not match the back ordering level then also the validation will fail.
Min and Max Quantity
- If the quantity of the Product added to the Order does not match the Min and Max Quantity defined in the "PIM>>Product>>Product Settings," then validation will fail.
Product added in the Order is removed from the Catalog or Category
- If the Product has been unassociated from the catalog/category or removed from the admin console then validation will fail.
Flags associated with the Line Item
- If any of the flag(s) are in the open state then validation will fail.
Ship To - Address
- If the Ship To - Address is missing then validation will fail.
Shipping Method
- If the Shipping Method has not been selected then validation will fail.
Bill To - Address
- If Bill To - Address is missing then validation will fail.
PO Number
- If the payment method is PO and the PO Number has not been added then validation will fail.
Vouchers
- If the added Voucher has expired or the remaining voucher amount = 0 then validation will fail.
Coupons
- If the added Coupon has expired or the available coupon quantity = 0 then validation will fail.
CSR Discount
- If the added CSR discount exceeds Order's Sub Total then validation will fail.

Other Order Edit Page Sections

The following sections are also available. Click the link here to read about those sections.

Important Point:

To make changes to an Order, it must be editable, and the user must have edit Order-related permissions.