In DigiFabster there are two basic ways of accepting orders from end users: Automatic (Instant Payment) and Manual Review (Payment after manual review), which has two options with prices shown as well as prices hidden by TBD rules.
Both approaches have their plusses and minuses:
In the case of instant payment, you don't have the chance to communicate with the end user, for example, to give him advice on how to improve his order by taking advantage of discounts or optimized settings, before the order is confirmed by the system.
In the case of payment after manual review, you will have to check all requests for quotes, even the smallest ones, which may take up more time than the orders themselves are worth.
To solve this dilemma we have now created a threshold value, above which all requests for quotes are switched automatically from the instant payment routine to the manual review routine.
First, make sure you have "Payment after manual review" selected in the checkout tab of the Next-gen settings.
A new field appears:
The default value is zero, which means that all requests for quotes will be handled by the manual review routine. As soon as you input a value greater than 0,
any order with a value lower than the one you entered will be handled according to the instant payment routine, any order with a value higher than the threshold value will not accept payment but will request the end user to submit the quote for manual review:
If only using the manual review threshold, prices will still be estimated and shown to the end user as a possible benchmark for the customer. If you would like to hide pricing to explain that you need to review the information to give an exact quote to the customer you can use our TBD mode instead of standard manual review. When using TBD the order will be held for review as in the case shown above but instead of showing pricing, it will display messages that you can customize to fit your needs.
To activate these options you will need to set up a few fields which can be found at the bottom of the General widget settings tab.
There you will see the TBD mode options.
the TBD label will be what is displayed instead of showing a price to the customer. The other settings are the thresholds that need to be reached to trigger the TBD mode and the note for the customer that is displayed.
Another condition to change instant payment with a manual review process is controlled on a machine basis and is triggered by a qty of parts threshold.
Change the value in the Manual review part quantity threshold, so that if the end-user orders greater than your set-up value, the system will require a manual review process.
Flow:
To change it go to Machines & Materials -> Edit printer info -> and under the Machine Specs find "Manual review part quantity threshold and TBD part quantity threshold".
When the end user does so you will get an email informing you that a quote is waiting for confirmation. You are asked to go to the order list in your back office, open the order, and either confirm it as is, edit it, or cancel it
Once you have finished reviewing the order you can change its status from "waiting for review" to "waiting for payment"
The end user will immediately get this email:
When the end user clicks the payment link, he can use that to make his payment, after which the order can be processed as usual.