How to Manage B2B Orders, Custom Products, and Items Available to Specific Customer Types Using Manual Order Validation?

Manage Orders Using Manual Order Validation

To manage B2B orders, custom products, and items available to specific customer types using Manual Order Validation with the Order Approval for WooCommerce plugin, follow these steps:

Navigate to WooCommerce > Orders. Select the order you want to review and manage.

Change Order Status:

In the order editor, find the “Status” dropdown.

Change the status based on the action you want to take:

  • Pending Payment: If payment is yet to be confirmed.
  • Processing: If the order is being processed but requires additional validation.
  • On Hold: To temporarily halt the order until validation is complete.
  • Completed: If the order is validated and ready for fulfillment.
  • Cancelled: If the order is not approved or if there are issues.
  • Refunded: If a refund is necessary.
  • Failed: If there are payment issues.
  • Pending for Approval: A custom status indicating the order is awaiting approval.
  • Approved: Once the order has been manually approved.
  • Rejected: If the order is rejected after manual validation.
  • Draft: If you want to save changes without updating the order status.

Make Necessary Changes and Update:

After changing the order status, click on the “Update” button to save your changes.

By following these steps, you can effectively manage B2B orders, custom products, and items available to specific customer types using the manual validation features provided by the Order Approval for WooCommerce plugin.