Configuring Workflows and Notifications

Noah Norman, the order manager for Fabulous Frames, wants to review and approve orders placed by Sarah Stanley, their buyer, for budget reasons. Clarity’s B2B site employs a buyer order approval workflow using the out-of-the-box single approver workflow. This ensures that all orders placed by buyers are approved by their order managers. This workflow helps when there’s a budget allocated for buying and requires approvals.

1. Open the Global Menu () and navigate to Commerce → Channels.

2. Select the B2B channel created earlier.

3. In the Orders section, select Single Approver (Version 1) from the Buyer Order Approval Workflow drop-down.

   

4. Click Save.

Creating a Notification Template

Kyle, the administrator, needs your help to notify users when an order is accepted. To do this, you must set up a notification template and an object action for the commerce order system object.

1. Open the Global Menu () and navigate to Control Panel → Templates.

2. Click Add () and select Email.

3. Enter these details:

   Name: Clarity - Order Accepted Notification Template

   Description: Notification template for emails sent when orders are accepted by Clarity.

   To: [%COMMERCEORDER_AUTHOR_EMAIL_ADDRESS%]

   From Address: [e-mail]

   From Name: Orders @ Clarity

   Subject: Your Order: [%COMMERCEORDER_ID%] has been accepted

   Template:

   Hi [%COMMERCEORDER_AUTHOR_FIRST_NAME%] [%COMMERCEORDER_AUTHOR_LAST_NAME%],
   
   Your recent order from Clarity with Order ID: [%COMMERCEORDER_ID%] has been accepted. Visit the orders page from your account to know the latest status of your order.
   
   Thanks,
   
   Orders @ Clarity
   

   Here are all the variables you can use in your notification template:

   Variable	Description
   [%COMMERCEORDER_AUTHOR_SUFFIX%]	Author Suffix
   [%COMMERCEORDER_AUTHOR_PREFIX%]	Author Prefix
   [%COMMERCEORDER_AUTHOR_FIRST_NAME%]	Author First Name
   [%COMMERCEORDER_AUTHOR_LAST_NAME%]	Author Last Name
   [%COMMERCEORDER_AUTHOR_MIDDLE_NAME%]	Author Middle Name
   [%COMMERCEORDER_AUTHOR_ID%]	Author ID
   [%COMMERCEORDER_CURRENCYCODE%]	Currency Code
   [%COMMERCEORDER_EXTERNALREFERENCECODE%]	External Reference Code
   [%COMMERCEORDER_ID%]	ID
   [%COMMERCEORDER_MODIFIEDDATE%]	Modified Date
   [%COMMERCEORDER_ORDERSTATUS%]	Order Status
   [%COMMERCEORDER_ORDERTYPEEXTERNALREFERENCECODE%]	Order Type External Reference Code
   [%COMMERCEORDER_ORDERTYPEID%]	Order Type ID
   [%COMMERCEORDER_SHIPPINGAMOUNT%]	Shipping Amount
   [%COMMERCEORDER_STATUS%]	Status

4. Click Save.

This creates a notification template for sending notifications whenever an order is accepted. You must now create an object action on the commerce order system object to trigger this.

Creating a Commerce Order Object Action

1. Open the Global Menu () and navigate to Control Panel → Objects.

2. Select the Commerce Order system object.

3. Navigate to the Actions tab and click Add ().

4. Enter Order Accepted as the Action Label. The action name gets populated automatically.

5. Go to Action Builder.

6. Under Trigger, select On Order Status Update from the drop-down.

7. Activate the Enable Condition toggle, and enter this expression:

   orderStatus=10

   Each order status corresponds to an integer. See below to learn more.

   Order Status	Integer Value
   Open	2
   In Progress	6
   Pending	1
   Processing	10
   Shipped	15
   Completed	0
   Canceled	8
   Partially Shipped	14
   On Hold	20

8. Under Action, choose Notification and select the Clarity Order Accepted notification template.

   

9. Click Save.

This creates the object action on the commerce order system object. It gets triggered every time an order is accepted and sends the email based on the template.

Next: Creating and Configuring Warehouses