Order Approval Manager Extension for Magento 2 by CreativeMinds

Powerful Order Approval Manager Extension for Magento^® 2

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 includes name, email and a note to the payer.

Cart Order Approval Payment Method

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.

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

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

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 payment.
• 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

Advanced Custom Order 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.
• Link redirecting 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).
• Separate admin section – Admins can manage orders waiting for approval which are in pending mode.
• 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 is visible on the frontend.
• 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 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.
• 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.
• Export Orders – Admin can export necessary orders to the CSV file or Excel XML file.
• 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.

Magento Order Manager Extension Image Gallery

Magento Order Approval Manager Extension Demo Request

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.

Version 1.0.2 from 26th Feb 2019

• Now there is a possibility to edit email templates, which is sent to the approver.
• Now the shipping methods on the Magento 2 2.2.6 works properly
• Small fixes were added

Version 1.0.1 from 26th Feb 2019

• Specific fields were removed in the order approval mode.
• Additional checks were added into the Javascript files.
• Bug fixes were added.

Order Approval Manager Extension Release 20th Dec 2018