Order Approval Manager Extension for Magento 1 by CreativeMinds

Cminds >> Extension for Magento® 1 >> Order Approval Manager Extension for Magento 1 by CreativeMinds

Order Approval Manager Extension for Magento 1 by CreativeMinds

Order Approval is a payment method for Magento stores which allows customers to forward the purchase to someone else.

Show more

During checkout customers are asked to fill out information about the payer. Payers are then notified and asked to pay for order

Show less

Powerful Order Approval Manager Extension for Magento 1

Magento Order Approval Manager gives customers a way to complete an order before actually paying for it and to forward the purchase to someone else for approval and payment.

Asking Customers for Payer Details

During the checkout process the customer is asked to fill out information about the person who will pay for the order.

This is a great way for B2B Ecommerce sites to provide the ability for companies or employees to create orders and send them to the responsible manager or accounting department to pay.

Cart Order Approval Payment Method
Cart Order Approval Payment Method

Sending Notifications to both Customer and Payer

After the order is created the payer is notified and receives a link to complete the order or to cancel it. Payers can also edit the cart contents and remove or add items.
Example of an Email sent to a customer with order details.
Example of an Email sent to a customer with order details.

Admin Dashboard for Managing Pending Orders

Orders created using Order Approval are assigned pending status, and are visible under a separate section in the Magento admin dashboard.
Admin dashboard showing pending orders.
Admin dashboard showing pending orders.

Using the Magento Order Approval Manager Extension

  • Order Approval Process – Provide companies with the ability to approve orders before purchasing.
  • Support Non-Paying Customers – If the person who use the product is not the person who pays for it, this extension is the way to provide the ability to support submitting the order without making an actual payent..
  • Complete the B2B process – B2B process requires a different payment process than a regular B2C store. Each purchase needs to be approved and usually the person who needs the product is not the person who pays for it, this extension fully supports this process
  • Order Verification Process – Admin can do the order examination of pending orders for approval in the order approval queue before changing the status or delete orders.
  • Export Orders – Admin can export necessary orders to the CSV file or Excel XML file.

Order Approval Extension Related Products

Magento Multi-User Account
M1 Multi User Account
Allow each of your employees to perform different actions in accordance to their role in the company without risking sensitive information by adding sub-users to your Magento® account.
[ Video]  [ Userguide]
True Edit Orders 2.0
M1 True Edit Orders
Quickly edit ANY information in Magento orders, without creating a duplicate order (the Magento default). Fixes issue that can cause many syncing problems between Magento, CSRs, fulfillment systems, credit card processing and accounting.
[ Video]  [ Userguide]
Authorize.net CIMple
M1 Authorize.net CIM Payment
Allow customers to save their credit card for use on future purchases, by creating and storing the customer profile on Authorize.Net secure servers for later use. Give returning customers the convenience they deserve
[ Video]  [ Userguide]

Magento Order Approval Related Resources

Advanced Order Approval and Management Extension Features

Please check the user guide to learn more about this extension.

Complete Order before paying for it – Orders are saved in pending mode once submitted until paid.
Email notification for the buyer and payer – When an order is created using the order approval payment method, an email notification is sent to the buyer with the order details, and to the payer with information on how to complete or cancel the order. When an order is completed or canceled the buyer again receives order approval message.
Email reminders to the payer – Payers receive email reminders about pending orders waiting for their review and payment.
Reminder Intervals – Determines the interval of time between each reminder that will be sent to the Payer after the order has been created.
Link directing to Checkout in Payer notification email – When the payer clicks on the email link to complete the order it takes them directly to the payment step for the order. All billing and shipping info is already set (can be edited).
The Payer can edit the cart content – When completing orders, payers can navigate to the cart and edit the cart contents while removing or adding items.
Separate admin section – Admins can manage orders waiting for approval which are in pending mode.
Approve/Disapprove Orders – Payers or the admin can approve or disapprove orders once they receive the order notifications.
Order Modification – Admin can modify order status from the backend.
Order Approvers – Admin can choose who can approve the orders. If Admin will be selected then all payments will be removed during checkout and only OAPM will be able to select.
Automatic Order Clearing – If you enable “Automatic Order Clearing” option, pending orders automatically will be deleted that have not been approved or paid for within the time outlined in the Pending order lifetime field.
Order Moderation – Buyer will receive an email notification when changes are made to the cart or orders by order moderators. Buyers will also receive order disapproval notifications.
Add Order Comments – Admin can add order comments to the individual order and choose to notify customer by email or make it visible on the frontend.

Magento Order Manager Extension Image Gallery

Magento Extension Order Approval – Frequently Asked Questions

Do I have a separate place in the admin panel where I can see orders waiting for payment and their status?

Yes, under sales, we have a separate Grid that shows all orders that used the “order approval” process on the order list page.

To learn more about this feature see this Help article.

Are orders created in admin orders grid when an approval for a payment is sent?

Yes, the order is automatically added to the admin orders grid and given pending status.

What happens when the payer doesn't pay? Do they get reminders?

Yes. Reminders can be set up within the configuration settings that will go to the payer / approver to remind them about the order.

To learn more about this feature see this Help article.

What happen to an order when the buyer decides not to pay?

The order will be canceled after a certain amount of time passes, which is configured in the admin dashboard.

To learn more about this feature see this Help article.

Where does the link to complete the order in the payer email take him exactly?

The link which is sent in the email to the user who is supposed to pay takes them to the payment step in the checkout with all the order data pre-loaded.

Can this extension auto-update orders?

No. This extended order management extension does not have auto-update orders feature.

Can the admin edit order information with this extension?

No. We have True Edit Orders Extension for this purpose.

Can this order protection extension automatically detect suspicious orders and send warning order message to the admin?

No. This extension can not detect doubtful orders. This extension is not featured with suspicious orders detection or fraudulent order attempts detection.

Can the admin examine orders and adjust order approval?

Yes. Admin can examine orders and adjust order approval from the backend.

Is it possible to perform bulk order processing?

This extension does not allow to do bulk order processing.

Will the customer receive an order status updates notification email when approver makes changes to the unpaid orders?

Customer will receive an email notification only when order status is changed.

Can the payer edit the order items and information about customer details, shipping information?

Yes. They can go to the cart and edit the items, or any other information in the checkout process, including the shipping information and customer details.

Magento Extension Order Approval Release Notes

Version 1.1.3 from 27th Nov, 2018

  • Fixed incorrect credit card expiration date error if user tries to finalize an oapm placed order using cave cc payment method.

Version 1.1.2 from 25th Sep, 2018

  • Fixed issue with filtering oapm status in the order grid page under backend;
  • Fixed order view issue when an approver changes quantity of ordered product before approving.

Version 1.1.1 from 24th May 2018

  • Add bug fix on displaying payment methods during onestep checkout process
  • Add bug fix on duplicated order items
  • Add few improvements to the bug fix code

Version 1.1.0 from 21st Sep 2017

  • Added approving orders by admin
  • Hide all payment methods if admin is approver

Version 1.0.2 from 19th Sep 2017

  • Added missing _isAllowed method to Admin Controller
  • Fixed fatal error when the order is created in admin
  • Fixed product table in the email notification sent to payer

Order Approval Manager Extension Release 8th Feb 2017