This feature was introduced in Znode 9.9

Navigate to: Commerce Portal Pages > Order Edit Page >> Product Information

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

Detailed information related to the Product Information is covered in this article.

Users can add products by clicking on the “Add Products” button in the Product Information section of the Edit Order page.

Clicking on “Add Products” will open a product listing page which will display the list of products with the following details:

• Image
• Product Name
• SKU
• Price

Users can search for products using keyword-based search as well as filter products based on categories and facets.

Users can also sort the products using the following sorting parameters::

• Price, High to Low
• Price, Low to High
• Name, A to Z
• Name, Z to A.

From the list of products on the product listing page, the users can select a product that will open a product display page with the following details about the product:

• Product Image
• Product Name
• Product SKU
• Product Description
• Product Inventory
• Product Price
• Tier Price Information
• Other Details related to the products include:

  • Product Details

  • Specifications

  • Shipping

• Product Notes
  • Users can add product-related notes, which will be stored and displayed exclusively on the product display page.

For configurable products, the users can add a product to an Order by selecting one or all NA values for the product attributes defined for the parent configurable product.

• If one or all NA values are selected then the SKU for the parent configurable product will be displayed on PDP. 
• Price and Inventory will be hidden in this case.
• When the product is edited and the configuration is updated, Notes added before the configuration should still be available to view and edit.

Users can add products to an Order in the following ways:

• Add (Product)
  • If the user clicks on “Add” then this will simply add the product to the Order with the specified quantity and product price.
• Add (Product) & Edit
  • If the user clicks on “Add & Edit” then this will open a product edit page where the following information related to the product is displayed:
    • Product Image
    • Product Name
    • Product SKU
    • Product Description
    • Product Inventory
    • Product Price
    • Tier Price Information
    • Product’s Status
      • Status of the product will be shown here that the user can change it.
    • Product Notes
      • Users can add product-related notes, which will be stored and displayed exclusively on the product display page.
    • Product Flags
      • Users can add Product Flags as well (process will be similar to Order Flags)
• After making the required changes to the product, users will be required to save the details using either the Save or Save & Close button which will redirect the users to the Payment Information section of the Edit Order screen.

Bulk Add

• Using Bulk Add, the user can add multiple products to an Order.
• There are 3 ways to add products to an Order using the Bulk Add Feature:
  • Enter SKU in Quick List
    • Here the user has to specify the SKU of the product that they want to add to an Order.
    • If the SKU is invalid then an error message will be displayed “The entered SKU is invalid”.
    • If the SKU is valid then the product will be displayed which on click will be added to the Quick List.
    • After adding the desired products to the Quick List, the user can add all these products to the Order using “Add to Order” Button.
  • Enter SKUs in SKU List
    • Here the user needs to specify the SKU and quantity of the products that they would like to add to an Order.
    • After SKUs are in this list, the user is required to click on the “Add all to Quick List” Button which will validate the SKUs and SKUs that are valid will be added to the Quick List and those that are invalid will stay in the SKU List.
    • After adding the desired products to the Quick List, the user can add all these products to an Order using “Add to Order” Button.
  • Upload Spreadsheet (CSV and XLSX)

    • Users can add multiple products to Quick List using the bulk upload feature. 

    • The uploaded spreadsheet will be validated and valid SKUs will be added to the Quick List and those that are invalid will stay in the SKU List.

    • After adding the desired products to the Quick List, the user can add all these products to the Order using the “Add to Order” Button.

Product Information Section

• Products added to the Order will display the data in the following columns:
  • Product Image
  • Product Name
  • Product SKU
  • Product Flags (Completed Count/Total Flags Count)
    • So for example, a total of 4 flags are associated with the product and out of these 4 only 2 are completed then the count will be displayed as (2/4)
  • Product OK
    • For every line item, an icon will be displayed that explains whether the product is fully configured and all the flags are resolved or not.
      • A Yellow Exclamation icon will be displayed for the line item if
        • Product Configuration is done
        • Product Flags are in an Open state.
      • A Red Exclamation icon will be displayed for the line item if
        • Product Configuration is pending i.e. a configurable product has been added to an Order without selecting a Variant)
      • A Green Check icon will be displayed for the line item if
        • Product Configuration is done
        • Flags are in Complete state.
  • Product Status
    • Status of the product that the user can change if the permissions “Change Order Line Status” or “Set Any Order Status” are set to true.
    • If “Require Completeness” is set to true for a status then the following sections/areas will be validated:
      • SKUs (NA/NA Combination)
        • If the product have a configurable variant selected as NA then validation will fail.
      • Product Price
        • If the Price of the Products added to the Order is missing then validation will fail.
      • Product Status
        • If the Product Status for the product 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 does not match the Min and Max Quantity defined in the "PIM>>Product>>Product Settings," then validation will fail.
      • The product 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.
  • Quantity
    • Users will be able to add the product to an Order with 0 quantity which can be updated at any instance.
    • Default Product Quantity will be displayed as 1.
  • Price
    • This will be the price of the product based on tiered pricing of the product (if available).
    • The users will be able to change the pricing of the line item and if they change the price then that price will be considered as an overridden price and      icon will be displayed next to the overridden price. 
      • It is mandatory to add notes related to the price change.
    • Clicking on that icon       will reset the pricing back to the original product price.
  • Total
    • Line item total will be displayed based on the quantity and price of the product added to an Order.
• For all the line items in an Order, the following actions will be available:
  • Edit
    • Clicking on this icon will open the Edit Product Page of that specific product where the users can manage the product-related details.
  • Duplicate
    • Clicking on this icon will duplicate the line item with the same quantity and pricing (if it is overridden then overridden price, if not then the product price).
  • Delete
    • Clicking on this icon will remove the line item from the Order and update the Order Total.
• Tools
  • Users can perform the following actions on Order lines, either single or multiple:
    • Delete 
    • Reset Price
    • Send Line Item Email
      
• Expanded View:
  • The logged-in users can toggle On/Off the “Expanded View”. When it is switched On, all the product details like Size, Color, etc. would be displayed along with the product details.
    

Important Points:

• To display and save information against configurable product attributes in an Order, it is mandatory to add them manually to the database.
• All the product validations will be done in a status where Require Completeness = True.
• Provision to add products with NA/NA Configuration will not be supported through Bulk Add.