Enabling Conditions-Based Order Approvals
Creating Order Approval Rules
Go to WP admin Panel > Order Approval to create multiple order approval rules. To create a new rule, click on “Add New”.
Title: Enter a descriptive title for your rule for future reference
Order Approval Rule Attributes:
Select Method: This option allows you to define the behavior of your order approval rule. You can choose from two distinct methods:
- Pay & wait for approval: With this method, the customer pays for the order as they would for any standard WooCommerce order. After payment, the order is placed, and the customer waits for approval.
- Wait for approval and pay: This method allows the customer to place an order without incurring any charges. The order is created but needs to be paid for immediately.
User Roles: Specify which user roles are affected by your rule (Leave empty for all users)
- Administrator
- Editor
- Author
- Contributor
- Subscriber
- Customer
- Shop Manager
- Wholesale
- B2B
- Retailer
- Guest
Apply on all Products: Enable this option if you want the rule to apply to all products in your store
Select Products: Use this option to specify individual products to which the rule should apply.
Select Products Categories: Choose the Categories on which you want to apply the rule.
Select Products Tags: Choose the tags on which you want to apply the rule
Rule Priority: Assign a priority to your rule (Note: 0 will be the highest)
Order: Enter a numerical value
Click “Publish” to save the rule setting
Managing Order Approval Rules in a Grid View
From the WP admin panel, navigate to the Order Approval section and choose Order Approval from the dropdown. This action will direct you to a screen presenting all your previously created rules, neatly organized in a grid view.
In this grid view, you’ll swiftly access the following information for each rule:
- Rule title
- Rule Method
- User Roles
- Priority
- Date
Additionally, you have a set of useful actions at your disposal:
- Edit or delete any order approval rule if required.
- Perform bulk actions on multiple rules simultaneously.
- Efficiently locate any specific rule using a search bar.
Configuring the Order Approval Settings
To access the Order Approval additional settings, simply navigate to Order Approval > Settings. Within these settings, you can efficiently manage visibility, email preferences, and plugin deactivation settings.
Enabling A Visual Timeline on My Account Page
Display Visual Timeline (For Registered Users): Enable this option to display a visual timeline on the My Account page
Waiting for Approval: Customize text to be displayed when an order is in the “Waiting For Approval” status
Approved Status: Customize text for the “Approved Status” message
Text Color: Set the text color for the “Approved Status” message
Rejected Status: Customize text for the “Rejected Status” message
Text Color: Set the text color for the “Rejected Status” message
Pending Status: Customize text for the “Pending Status” message
Text Color: Set the text color for the “Pending Status” message
Text Color (Default Statuses): Set the default text color for other order statuses that are not specifically customized
Display Time: Enable this option to display the time when the order was placed on the My Account page
Display Cancel Button: Enable this option to display a cancel button on the My Account page
Text for Cancel Button: Customize the text displayed on the cancel button
Text for Pay Button: Customize the text displayed on the pay button for customers who need to make a payment after their order is approved
Text Color: Set the text color for both the “Pay” and “Cancel” buttons
Button Color: Set the background color for the “Pay” and “Cancel” buttons
Order Received Text: Customize the text that appears at the top of the order thank you page
Status Description: Customize the description that appears below the visual timeline on the My Account page. (Note: You can use the placeholder {woa_status} to dynamically display the current order status)
Pay and wait for approval text (Checkout Pay): Customize the text displayed on the checkout page just before the “Place Order” button when the order is in a “Pending for approval” status. (Note: use the placeholder {products} to include the product names in the message)
Wait and pay for approval text (Checkout Pay): Customize the text shown on the checkout page just before the “Place Order” button when the order is in a “Pending for approval” status. (Note: use the placeholder {products} to include the product names in the message)
Click “Save Changes” to apply the new settings.
Email Settings
With this plugin, you can customize the email notifications sent to both administrators and customers. Use the placeholders {order_no} and {full_name} to dynamically include the order number and billing name in your messages
Order Placed Mail to Admin: This message is sent to the admin when a user places an order. The email will automatically include the complete order information, including the billing and shipping addresses
Order Placed Mail to Customer: This message is sent to customers when they place an order. The email will automatically include the complete order information, along with the billing and shipping addresses.
Order Approved Mail to Customer: This message is used when an order placed by the user is approved by the admin, and payment has already been made. The email will include the entire order information and billing and shipping addresses.
Order Rejection Mail to Customer: This message is used when an order placed by the user is rejected by the admin. The email will contain the complete order information, billing details, and shipping information.
Note: To modify the subject lines and headings of your email notifications, navigate to WooCommerce > Settings > Emails.
Plugin Deactivation Settings
Go to the “Plugin Deactivation Settings” tab to configure how your plugins should behave when deactivated
Revert to Default Order Status: Mark this checkbox to assign standard order statuses instead of custom ones
Note: This action is irreversible. Changing the order status back to the custom status (i.e., “pending” and “approved”) is not possible even if you reinstall the plugin
Click “Save Changes” to save the changes.
