Manage orders
Cart History and Order History overview
The Admin Console in Optimizely Configured Commerce provides quick links to Cart History and Order History under Sales . Cart History manages orders before their submission to the ERP.
Order and invoice history in Classic
Optimizely Configured Commerce provides a variety of information about Orders and Invoices. The website provides access to both Order and Invoice information, the Admin Console only provides access to Order information.
Add order and order line notes
Optimizely Configured Commerce allows notes to be added to individual order line items or overall orders. Order Notes (also referred to as Order Header notes) are entered on the Review and Pay page in the checkout process.
Set up order approval
Optimizely Configured Commerce lets you create order workflows and approval processes to manage your buyers. You can set users as Order Approvers to review and verify an order.
Assign an order approver
In Optimizely Configured Commerce, you can assign a user as an Order Approver in the Admin Console. You must be an Administrator to do so.
Submit and approve an order
The following workflow diagram illustrates the typical process followed for submitting and approving an order The shopping experience for a user who needs approval is the same as every other user until the Review and Pay page. Users submitting an order for approval see a Submit for Approval button rather than Submit Order .
Updated order approval workflow
Optimizely Configured Commerce's updated order approval workflow lets users modify submitted orders waiting for approval. This prevents users from having to restart the order process.
Order status mapping
Order Status Mapping defines user-friendly display names for ERP-provided order statuses. These mappings should be set up during implementation.
Request a specific order delivery or pick-up date
Optimizely Configured Commerce Admin Console admins can allow website customers the option to request the date that their order will be fulfilled, whether pick up or delivery. The maximum length of time allowed for future delivery can be customized to match existing business workflows.
Turn on reordering
Optimizely Configured Commerce lets you reorder previously submitted orders. This option can be setup globally or uniquely per website and is enabled by default.
Resubmit an order to the ERP
In the situation where an order needs to be resubmitted to the ERP, due to a down connection or some other communication failure, an Administrator can use the Admin Console to resubmit the order. Go to Admin Console > Sales > Cart History .
Reorder from order history
When enabled, users can reorder previously submitted orders via the Order Details page. This option is enabled by default.
Set up order cancellation
Optimizely Configured Commerce lets users cancel orders through the Admin Console or website and send that information to the ERP through an integration job. If an order is canceled without a Cancel Order integration job, Configured Commerce shows that the order was canceled.
Cancel an order
Once an order is placed and its status allows for cancellation, it can be canceled from the Order Detail page on the website or from the Order History Details page of the Admin Console. Complete the following steps to cancel an order that is in an eligible status on the website Log into the website.