Magento order completion
This feature improves on our Abandoned Shopping Cart workflow. We designed this flow to help you find additional revenue by converting abandoned Magento shopping carts – but you still had to fulfill the conversion on Magento side. Now you will be able to complete an order on Magento website directly from OroCRM, without leaving the application!
All shopping carts in Open status will feature the Complete Order button that will open the iframe window. On the first use, you will be prompted to enter Magento administrator credentials that correspond to the channel you’re working with. The credentials must be entered only for the first time in each user session, and on successful login you will be redirected to the Create Magento Order form.
In the form you can edit the contents of the order, apply a coupon or discount, specify billing and shipping addresses, payment and shipment methods, and place an order. This order will be created on Magento side, and immediately synced back to OroCRM, so after the form is closed, the shopping cart will be marked as Purchased and the newly created order will be imported into the system.
This feature requires OroCRM Bridge version 1.1.0 or higher.
Known issue: This feature requires third-party cookies to be accepted by browser for proper handling of Magento login. Normally this is enabled by default, but we detected that in Safari for Mac the default setting is to block all cookies from third-party websites. Please make sure that your browser accepts third-party cookies before you start using this feature.
Magento order creation
This is a related feature to Magento order completion that will allow you not only complete the orders from existing shopping carts, but create them from scratch – again, without leaving OroCRM. The button for order creation is available on every Magento Customer page in OroCRM.
As is the case with order completion, this feature requires OroCRM Bridge version 1.1.0 or higher.
The 1.1 version introduces configurable and interactive Dashboards to the platform.
You will now be able to:
Re-organize widgets on the dashboard using drag & drop – simply click on the widget header and start moving it around;
Collapse and expand widgets using the small “−” button on the left side of the header;
Remove widgets from the Dashboard using the trash can button on the right side of the header
Add widgets to the Dashboard using an Add Widget button.
The ability to configure dashboards means that users with sufficient ACL privileges can add new dashboards to the system, edit, and remove the existing ones. Dashboard management is available either from the new Dashboard > Manage Dashboards menu item, or directly from the Dashboard view using the new Tools button.