COD Orders Review Workflow

Configure workflows to automate the actions on the COD orders based on the RTO risk level using Razorpay Magic Checkout.


Reviewing and acting upon COD orders manually can be time consuming. With the automation feature, you can configure workflows to approve, hold or cancel COD orders based on the RTO risk levels.

Watch Out!

You can access the COD Orders Review Workflow feature only if you opt for

.

Follow the steps given below to configure the COD review workflow:

  1. Log in to the

    .

  2. Navigate to Magic CheckoutCOD Orders.

    Handy Tips

    COD Orders section will appear only if you opt for the manual review of COD orders.

  3. Click Automate now. This redirects you to the COD Review Workflow field in the Settings section.

    Opt to automate COD order review
  4. Select the Type of RTO risk and its corresponding action from the drop-down list.

    Add risk and the corresponding action

    Watch Out!

    • You can only assign one action to each specific Type of RTO risk. For example, if you identify a risk as High and choose the action to Cancel the order to handle that risk, you cannot add any additional actions for that specific type of risk.
    • However, you can use the same action, such as Cancel the order for multiple types of RTO risks, such as Medium risk.
  5. Click + Add more conditions to add more types of RTO risk and its corresponding action if required.

  6. Click Save settings.

Edit Workflow Conditions (Optional)

Follow the steps given below to edit the conditions:

  1. Log in to the

    .

  2. Navigate to Magic CheckoutSettings.

  3. Select the platform of your ecommerce website from the drop-down list and click Next.

    Handy Tips

    This feature is available for your Custom ecommerce platform,

    and .

  4. Click COD Review Workflow.

  5. Click Edit to modify the conditions based on your requirement.

    Edit automation conditions based on your requirement
  6. Click Save settings.

Remove a Workflow

Follow the steps given below to remove the review workflow conditions:

  1. In the COD Review Workflow section, click the cancel icon.
    Remove Automation
  2. Click Yes, Remove to remove all the the COD review workflow conditions.

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