<h1 class="p1" style="text-align: center"><b>Manually Approve Orders</b></h1>
<p class="p1">Order Approval for WooCommerce extension offers you a seamless solution to manually validate new orders based on user roles or specific products or categories in shopppers’ carts.</p>
<p class="p2">With this extension, you can choose to receive payment before or after orders confirmation. Add custom messages on your checkout page to notify customers about order approvals, and display a visual order-status update on My Account pages.</p>
<h2 class="p1"><span class="s1"><b>Why do you need </b></span><b>Order Approval for WooCommerce?</b></h2>
<p class="p1">Some customers and orders require special handling. Order Approval for WooCommerce helps you manage your shop and ensure customer satisfaction with their orders.<span class="Apple-converted-space"> </span></p>
<p class="p1"><b>B2B orders</b></p>
<p class="p1">For wholesale bulk orders, you may want to review the orders and check the availability status before you confirm the order.</p>
<p class="p1"><b>Custom products</b></p>
<p class="p1">Custom orders require special handling. Enable manual validation on made-to-order products where the availability, delivery time, custom details, and other aspects of the items may need to be checked and finalized.</p>
<p class="p1"><b>Items available to specific customer types</b></p>
<p class="p2">Some products can only be sold and shipped to authorized dealers or qualified customers (sometimes restricted by age or location). You can automatically require manual validation on orders for these products. After a customer orders, you can validate customer information and move the order to the next stage or cancel it.</p>
<h2><strong>Features:</strong></h2>
<ul>
<li class="li1">Manually approve new orders</li>
<li class="li1">Receive payment before or after validation</li>
<li class="li1">Validate all or specific orders based on
<ul class="ul1">
<li class="li1">User roles</li>
<li class="li1">Products in carts (products, product categories, tags or brands)</li>
</ul>
</li>
<li class="li1">Display order status information on the order detail page (My Account)</li>
<li class="li2">Email notifications for admin and customers about order statuses</li>
<li style="font-weight: 400"><span style="font-weight: 400">Easily exclude any item from the approval list via Product-level settings </span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Enable cart restriction & prevent mixing of approved and unapproved items </span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Approve orders in bulk from WooCommerce orders’ bulk actions</span></li>
</ul>
<h2><strong>Creating multiple rules for order approvals:</strong></h2>
<p class="p1">Create multiple rules to approve orders before or after payment based on various conditions like user roles and products or categories in the cart.</p>
<p><img class="alignnone size-full wp-image-8507370" src="https://woocommerce.com/wp-content/uploads/2021/08/Create-multiple-rules-1.jpg" alt="" width="980" height="289" /></p>
<h2><strong>Conditions-based order approvals:</strong></h2>
<p class="p1"><b>Pay and Wait for approval</b></p>
<p class="p1">The Pay and Wait for Approval option enables you to receive the payment first and move the order to the validation stage. Then, the store admin can review the order and validate it or reject it. Once rejected, the order moves to canceled status, and a refund is issued. If approved, the admin can move the order to processing or any other relevant order status.</p>
<p class="p1"><b>Wait for Approval and Pay</b></p>
<p class="p1">With the Wait for Approval and Pay option, you can choose to receive payments after approvals. You can even run both simultaneously for different products, categories, product tags, and user roles.</p>
<p class="p1"><b>Enable approval based on user roles</b></p>
<p class="p1">You can choose to trigger approval based on selected user roles. You may want to manually validate bulk orders placed by wholesalers and allow general customers to place orders without manual validations.</p>
<p class="p1"><b>Validate orders for specific or all products:</b></p>
<p class="p1">Trigger validation based on specific products in customers’ carts. You can choose to enable validation for all or selected products, categories, and tags.</p>
<p><img class="alignnone size-full wp-image-8507372" src="https://woocommerce.com/wp-content/uploads/2021/08/Wait-and-pay-after-approval.jpg" alt="" width="980" height="1080" /></p>
<h2><strong>Checkout messages, visual timeline and order-approval flow:</strong></h2>
<p class="p1">The extension offers multiple customizable messages to display on checkout and Thank You pages. They notify customers about the order approval during the checkout process.</p>
<p class="p1">When a customer places an order, a visual status update can display on the order detail page to notify customers about the current status of their orders. The pay button would appear only when the Wait for Approval and Pay option option is selected.</p>
<ul class="ul1">
<li class="li2">Enable or disable the timeline</li>
<li class="li2">Customize order statuses and updates</li>
<li class="li2">Disable cancel button</li>
<li class="li2">Add custom labels and colors for cancel and pay buttons</li>
<li class="li1">Customize checkout and Thank You page messages</li>
</ul>
<p class="p1">For more details on customization options, please see the documentation.</p>
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<h2><strong>Email notifications for admins and customers:</strong></h2>
<ul class="ul1">
<li class="li1">Email notifications for admins when a new order is placed and requires approval</li>
<li class="li2">Email notifications for customers when a new order requires manual approval</li>
<li class="li2">Email notifications for customers when an order is approved</li>
<li class="li1">Email notifications for customers when an order is rejected</li>
</ul>
<p class="p1">All email notifications will automatically include standard order details including the billing and shipping addresses. To customize email subject lines and headings, go to WooCommerce > Settings > Emails.</p>
<p><img class="alignnone size-full wp-image-8494082" src="https://woocommerce.com/wp-content/uploads/2021/08/Emails.jpg" alt="" width="980" height="977" /></p>
<h3>Requirements</h3>
<p>Minimum PHP version: 5.2</p>

Order Approval

<p class="p1">Manually validate new orders based on user roles and products in cart. Receive payment before or after order approval.</p>

<div class="woo-sc-box alert"><strong>This extension works with the legacy checkout only</strong><br />The block-based checkout will soon include native field customization, so this extension isn’t needed there. We recommend migrating to the block-based checkout when this becomes available.</div>
<h2>Features</h2>
<ul class="wccom-tick-list-primary">
<li><strong>Customizable checkout</strong>: Personalize fields to create a tailored checkout experience.</li>
<li><strong>Streamlined information collection</strong>: Add custom fields to gather essential data (such as requested delivery date).</li>
<li><strong>Simplified checkout</strong>: Remove unnecessary fields for a faster and smoother process.</li>
</ul>
<hr />
<h2>Customize your checkout fields via your WP Admin dashboard</h2>
<p>Checkout Field Editor provides you with an interface to <strong>add, edit, and remove fields</strong> shown on your WooCommerce checkout page. Fields can be added and removed from the billing and shipping sections, as well as inserted after these sections next to the standard order notes. Core fields can also be moved around, giving you <strong>more control over your checkout without touching any code</strong>.</p>
<p>The editor supports several custom field types, including:</p>
<ul>
<li>Text fields</li>
<li>Select attributes</li>
<li>Checkboxes</li>
<li>Datepickers</li>
</ul>
<hr />
<h2>Benefits</h2>
<ul class="wccom-tick-list-secondary">
<li><strong>Maintain brand consistency</strong>: Edit fields to align with your brand identity, reinforcing brand recognition and building customer trust throughout the checkout experience.</li>
<li><strong>Reduce cart abandonment:</strong> Optimize the checkout process to minimize obstacles and create a smooth user experience, decreasing the likelihood of customers abandoning their carts.</li>
<li><strong>Enhance customer satisfaction</strong>: Offer a customized and user-friendly checkout process, demonstrating your commitment to meeting customer needs and increasing satisfaction levels.</li>
<li><strong>Improve data collection</strong>: Add fields to gather valuable customer insights, empowering data-driven decision-making and enabling personalized marketing strategies.</li>
<li><strong>Increase conversion rates</strong>: With an optimized checkout process, guide customers seamlessly from cart to completion, resulting in higher conversion rates and increased revenue.</li>
<li><strong>Adaptability and control</strong>: Take advantage of WooCommerce’s flexibility to actively optimize and experiment with different field configurations, maintaining control over the checkout experience.</li>
<li><strong>Gain a competitive edge</strong>: Stand out from competitors by providing an optimized checkout process that differentiates your online store, attracting more customers and driving business growth.</li>
</ul>
<hr />
<h2>Documentation</h2>
<p>Need guidance? Check out our <a href="https://woocommerce.com/document/checkout-field-editor/">comprehensive documentation</a> to learn everything you need to know about the Checkout Field Editor extension.</p>
<h2>Questions and support</h2>
<p>If you have pre-sale questions or need help, <a href="https://woocommerce.com/my-account/create-a-ticket/">get in touch</a> with our friendly Happiness Engineers.</p>

Checkout Field Editor

<p>Optimize your checkout process by adding, removing, or editing fields to suit your needs.</p>

Order Approval vs Checkout Field Editor