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Admin Park Order

Description

OnTap Admin Park Order



The Admin Park Order module enables you to "park" a telephone order that cannot be completed for some reason, and then resumed when the customer phones back.




Sometimes when you are creating an order in the admin panel for a telephone caller, the order cannot be completed due to some issue. For example:

  • The customer needs more time to decide
  • They don't have the correct payment card available
  • The call gets interrupted for some reason

Normally, this means a lost order, and if the customer does call back, you'll need to re-enter the order from scratch.

Now, with Admin Park Order, you can "save" the unfinished orders and then "retrieve" them at a future date - allowing you to carry on at exactly the point you "parked"(saved) it.

Version Compatibility

Improved Admin Orders is compatible with the following Magento platforms:

Community Edition (Open Source) Enterprise Edition (Commerce) Cloud Edition
2.1.0 - 2.2.2 2.1.0 - 2.2.2 2.1.0 - 2.2.2

Functionality

Parking an Order

When creating an order, you'll see the Park Order button in the top button bar:

OnTap Customer Service Suite

If you click on that button, it will be parked and you will see a message You have parked the order:

OnTap Customer Service Suite

Orders are kept in the database according to the amount of time specified in the extension's configuration.

Retrieving a parked order

When you go to Sales → Orders, you'll see a new button called Retrieve Parked Order:

OnTap Customer Service Suite

When you click on that button, you'll see the parked orders grid:

OnTap Customer Service Suite

The grid has the native Magento possibility to sort and filter orders just as the default Orders grid:

OnTap Customer Service Suite

Selecting the needed Parked Order, will show the Order workspace, so that now you can continue the order completion, or click the Park Order button to update the status and park the order once again:

OnTap Customer Service Suite

General Settings

Extension Configuration

To access the configuration of the module, select Stores → Configuration → On Tap → Park Order from within the admin panel:

OnTap Customer Service Suite

The Enable cleaning of parked orders setting, if set to Yes, executes the scheduled task daily in order to minimise the number of old parked orders on the system. This is done in order to stop the database getting too large. The criteria for 'old parked orders' is determined by the following setting. Such parked orders are removed from the database automatically via CRON. The scheduled task runs at 00:00:00 each day.

The Number of days to keep parked orders specifies the number of days you wish to keep parked orders in Magento for. The default is 5. However, you can change this to any number that suits your needs. Please note that this setting is only considered if Enable cleaning of parked orders is set to Yes.

Limiting Access

You can limit access to prevent the backend users from accessing the Park Order option.

Log into the backend and go to System → Permissions → User Roles.

When editing or creating a role, make sure the Resource Access setting is set to Custom:

OnTap Customer Service Suite

Then in the Sales section, you can see:Parked Orders, Retrieve Parked Orders and Delete Parked Orders:

OnTap Customer Service Suite

If these settings are unselected (as in the example above), then any users who have this role defined will not be able to access Sales → Order → Park Order and Retrieve Park Order functionality. If you require assistance in setting up roles, please refer to the Magento documentation about this.

Issues and Support

If you experience any issues with the extension, please do the following:

  • Document in detail what has happened.
  • Include screenshots and error messages.
  • Visit: www.ontapgroup.com/customer/account/ and create a new account (if you do not already have one).
  • Once logged in, click on MY SUPPORT TICKETS, and then the Submit a Ticket button to create a new support ticket.