Order Workflows & Task Management
This release introduces powerful new tools for managing complex order workflows, particularly useful for B2B operations where orders need careful review before fulfillment.
Order Approval Workflows
We’ve added support for approving orders before they are fulfilled. In order for an order to move from pending to ordered, it now has to be manually approved. This adds important draft order functionality so you can prepare an order and hold it in a draft state until you’re ready to begin processing.
Sales channels now support configurable order approval workflows through the new Approve Orders setting:
- Automatic Approval (default): Orders are automatically approved when issues are resolved, maintaining current behavior
- Manual Approval: Orders remain pending and require explicit approval even after issues are fixed, preventing automatic fulfillment
The release action is now specifically designed to release orders that are on hold, separate from the approval process.
Task Management for Orders
Teams can now create and manage tasks for individual orders to ensure critical steps are completed. This feature is particularly valuable for complex B2B fulfillment where tracking specific actions helps prevent costly mistakes.
Tasks are available in the order enrichment tab alongside additional information, special instructions, and documents.
Editing Allocated Orders
When an order is allocated, you can now continue editing key order details including:
- Shipping service
- Financial information
- Routing instructions
- Fulfillment instructions
- Third party shipping billing
This means you can create an order and reserve inventory by allocating it while still adding more details until you’re ready to send it out for fulfillment.