If a customer places an order multiple times and unshipped orders exist, both orders can be assigned with the Problem status, which enables them to be either verified, corrected, or deleted afterward.
Operation description
The following data is considered for duplicates when the new order arrives:
- Phone number (use the one available for the receiver, otherwise use the customer's one). It must be longer than 6 characters.
- E-mail address (use the one available for the receiver, otherwise use the customer's one).
- If both e-mail address and phone number are absent, the customer's name and surname are verified (use the receiver's if he/she is added, otherwise use the customer's name and surname. It must be longer than 8 characters).
If at least one of these data exists, the search based on the existing orders is performed - first by name and then by phone number. The sufficient condition is at least one of these data.
The second step is address validation; addresses are considered the same if they are nearly identical (a few differing letters are acceptable). Example:
- same: STREET 1 vs. street 1
- same: Street 10 vs. street 20
- same: Zmelkova cesta 20 vs. Zmelkova ces. 20d
- different: zmelkova 1 vs. zadružna 1
The data is searched in the same way as in the Order Management program. 'Janez Novak' is treated the same as 'Novak Janez,' and the search will also find entries like 'Janez Lojze Novak' or 'Janezek Novak'
By default., the search program captures orders with the following statuses:
- Paused - paused
- New - created
- New - unconfirmed - draft
- Problem - problem
In case of matching, the new order and all other matches are assigned the ''Problem'' status.
If you have additional statuses in which you would like MK to check for duplicates, specify them in field 1.
If you want the orders to move to the selected status, you can choose that in field 2.
In the event that you select statuses, they will be taken into account during verification.
Activating functionality
Functionality is activated in the application - Additional settings / Order Management/ Order processing:
Exceptions
Email addresses for which no verification will be performed are listed as exceptions.
The error overview in Order Management
In Order Management, two types of errors can be found:
- newly placed order (at the end, the list of order numbers that are yet to be shipped is provided; consequently their status is changed to Problem) Found duplicate orders. Customer orders: 4713-copy
- all existing duplicate orders based on the newly placed order: Duplicate orders - caused by inserting order 4713
The error can be seen on the orders list or upon opening an order.
