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Configure Order Management Settings

Overview​

Explains the setting items and setting methods for the order management function.

Purpose​

By collectively defining operation rules in order processing tasks (the necessity of a buyer approval flow, the availability of revert operations for various data, the availability of an archive function, etc.), it aims to standardize operations and prevent dependency on specific individuals.

Unifying settings on a brand-by-brand basis also helps ensure compliance and control.

Feature Description​

What is order management function setting?​

The order management function setting is a setting function that defines operation rules for each order in more detail.

Settings are applied per brand environment, not for the entire manufacturer, and only affect the order processing tasks of the target brand.

Permissions for changing settings​

Only users with the following permissions are allowed to change settings:

  • Primary Owner
  • Owner
  • Member/Admin

Users with the following permissions are only allowed to view the setting status:

  • Member/Write

Instructions​

Opening the setting screen for order management functions​

Operate in the target brand environment.

  1. Click the Settings menu.
  2. Click Order Management Feature Settings within Transaction Features.
    Transitions to the "Order Management Feature Settings" page.

How to fill out the form​

  1. Buyer Approval Setting for Order Confirmation
    Specify whether to enable or disable the function to allow approval by the buyer when creating or updating an order confirmation document using radio buttons.

    • Enable the feature: You can use the setting item to allow approval by the buyer when creating or updating an order confirmation document.

      In addition, specify the default value of Allow buyer approval with the toggle button.

    • Disable the feature: The setting item to allow approval by the buyer when creating or updating an order confirmation document is not available. The approval process is skipped.

  2. Setting to Revert Confirmed Order Confirmations for Editing
    Specify whether to enable or disable the function to return the confirmed order confirmation document to an editable state using radio buttons.

    • Enable the feature: You can return the confirmed order confirmation document to an editable state.
    • Disable the feature: You cannot return the confirmed order confirmation document to an editable state. You can strictly manage the confirmed status.

  3. Setting for reverting created Backlog SKU items
    Specify whether to enable or disable the revert function for Backlog SKUs created by partial delivery processing using radio buttons.

    • Enable the feature: It becomes possible to revert Backlog SKUs and return the order to the state before the Backlog SKUs were created.
    • Disable the feature: You cannot revert Backlog SKUs.

  4. Setting for archiving orders
    Specify whether to enable or disable the function to archive (permanently hide) canceled or reverted orders from the order list using radio buttons.

    • Enable the feature: You can archive canceled or reverted orders from the order list.
    • Disable the feature: You cannot archive canceled or reverted orders from the order list.

  5. Setting for returning orders to cart
    Specify whether to enable or disable the function to revert orders to the buyer's cart state using radio buttons.

    • Enable the feature: Operations to revert orders to the buyer's cart state become possible.
    • Disable the feature: You cannot revert orders to the buyer's cart state.

  6. Credit Card Payment Capture Timing
    When using Stripe credit card payment integration, specify the timing to capture the order payment using radio buttons.

    • Capture payment at order creation: Captures payment at the same time as order creation.
    • Capture payment when order confirmation document is confirmed: Captures payment at the timing when the order confirmation document is confirmed.
    • Capture payment manually: Performs payment capture manually. If the payment is "uncaptured" when the order confirmation document is confirmed, it will be forcibly captured.

    Refer to Configure the Order Payment Confirmation Timing (Stripe Integration) for details.
    It explains the functional description and important notes of the payment capture timing setting.

Updating order management function settings​

After completing the input for each setting item, click the Update button.

The settings are saved, and the order management function settings are updated.

Important Notes​

Differences in initial settings (default values)​

Only the Setting for reverting created Backlog SKU items is Disabled by default.

It becomes available for the first time by intentionally enabling it.