Order Approval Manager Extension for Magento 2 by CreativeMinds
Order Approval is a payment method for Magento stores which allows customers to forward the purchase to someone else.
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This order manager extension allows customers to fill out information about the payer during checkout. Payers are then notified and asked to pay for order
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 B2BEcommerce 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
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]
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]
The Order Highlighter module for Magento helps you viewing your order grid easily. You can set it up to highlight only pending orders, or multiple types of orders, or even customers with multiple orders that are still pending.[ Video] [ Userguide]
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 – 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.
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.
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.
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.
Magento Order Manager Extension Image Gallery
General Settings
Order Approval Magento 2 – Pending Orders
Order History
Checkout
Notification Email
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 order 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.
Notification Email
What happens 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.
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.
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 the admin examine orders and adjust order approval?
Yes. The admin can examine orders and adjust order approval from the backend.
Can the admin edit order information with this extension?
No. This extended order management extension does not have auto-update orders feature.
Is it possible to do the 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?
The payer can not make changes to the unpaid order, but the customer will receive an email notification only when the order status is marked as cancelled or completed.
Magento Extension Order Approval Release Notes
Version 1.0.4 from 3rd Aug 2019
Added new feature: Multi shipping checkout support
Cart Order Approval Payment Method
Example of an email sent to a customer with order details
Admin dashboard showing pending orders
