Basics
Possible conditions
| Payment methods |
If one of the payment methods you have set is used, the policy becomes active*. You can choose from the following payment methods:
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| Amounts | You can set an upper and lower limit for your total amount. If the amount of an order is between the upper and lower limit, the policy becomes active*. |
| Products | If one of the products you have set is ordered, the policy becomes active*. |
| Certain affiliates | If an affiliate, whose ID you have entered, brokered the order, the policy becomes active*. |
| Affiliate criteria |
If an affiliate who meets the criteria you have set brokered the order, the policy becomes active*. You can set the following upper and lower limits for affiliates:
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| Purchase via affiliate - Yes/No | If the order was not brokered by an affiliate, the policy becomes active*. |
*All conditions that you have set for your policy must apply for the policy to become active.
An example:
If you set a policy whereby all orders with an amount between €1,000 and €2,000 and that were paid for using a credit card are automatically cancelled, two conditions shall apply:
- The amount must be between €1,000 and €2,000 for the order to be cancelled automatically.
- The payment method must be a credit card for the order to be cancelled automatically.
The order will only be cancelled if both conditions are met.
Possible actions
| The order is automatically approved. | The order is processed as usual. |
| The order is automatically rejected. | The order is rejected and the payment is denied. The customer receives an error message. |
| Order is paused and must be checked manually. | The order is automatically paused and no debit is made. The customer receives a message that their order is being processed. |
All conditions must be met for a policy to come into force.
If a policy is to become active for an order, all conditions that you have assigned to the policy must be met.
Step-by-step guide: Create policy
- In the Vendor view, go to Settings > Approve orders.
- Click on New policy.
- Select a Name for the policy. This name is only visible to you.
- If you want the policy to be active immediately, select Yes for Active.
- In the Condition window, select the conditions that have to be met for this policy to become effective.
- In the Policy window, select the action that will be performed when all the conditions you specified in step 5 are met.
- Click on Save. If you have set the action to check manually, each order must be checked by you. This works as follows:
Step-by-step guide: Check orders manually
- In the Vendor view, go to Reports > Approve orders. At the bottom of the page you will find a list of all the orders you have not yet approved/rejected.
- Select the orders you want to approve/reject by clicking on the checkbox on the left-hand side.
- Click either Approve selection or Reject selection.
Frequently asked questions
How is the order confirmation page displayed when an order first needs to be approved?
On the order confirmation page your customers will find a message that their order is being processed. If you have set up downloads via the download vault, they can only be downloaded once the order has been approved.
If e-tickets or license keys are delivered with your product or if delivery information is sent to your shipping service provider, this will only happen once the order has been approved.
What is displayed to a customer when an order is rejected?
The order form reloads and the following error code is displayed:
