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Quality Assurance

The quality assurance tab is used to locate orders that were sent to QA and need to be approved or denied.

There are 10 ways that an order can be sent to Quality Assurance:

  1. QA rate set on campaign

  2. Orders flagged by Fraud Service plugins

  3. By placing the order on the Order Entry page and selecting ‘External Payment’ rather than entering the customers credit card or ACH info

  4. By using the ‘PREPAID’ paySource on Import Order API

  5. If the Authorization of an Auth Void Trial is successful, but then the smaller cycle 1 shipping fee declines

  6. If the order was placed using GooglePay, but one of the upsells did not pass the GooglePay Token

  7. Single Transaction is enabled on the campaign, and the Upsell Window has not expired yet.

  8. Orders did not pass address validation from Smarty (Response Code: N).

  9. Orders did not pass age verification from 1account or AgeChecker.net.

  10. Order has no IP Address value and 'Send to QA' option is selected in account-wide Fraud Protection settings (usually this is the result of an import that came in without an ipAddress value).

Search and Actions

To approve or deny orders in QA Pending status, navigate to Customer → Quality Assurance and use the filters to search for those orders.

After clicking the orderId on the right side of the table, you will be presented with this screen to either approve or deny. These actions are typically made after reviewing the order information, and possibly calling the customer to acquire new/updated information.

Most orders that go to QA will have only ran an authorization to the gateway. Approving the order in QA will capture the authorized payment, where Declining the order will void the authorized payment.

Orders that reach QA due to Smarty not being able to verify an address will still process the sale as a sale (does not do an authorization). These orders will show as COMPLETE status but with an additional message stating that the address needs to be verified. After verified and approved that additional message will disappear.

Note: There is no additional capture to be done with a Smarty approval since an authorization never occurred

API

The Query Orders API can be used to query your orders from the API. Most orders in Quality Assurance will show as "orderStatus" : "Pending"

Orders that reach QA due to failing Smarty's address verification will show as "orderStatus" : "COMPLETE" with "reviewStatus" : "ADDRESS"

Below is the list of all reviewStatus possiblities and their descriptions:

Value
Description

'PENDING'

Order is in Quality Assurance due to:

  • QA Rate applied to the campaign

  • Order was flagged by a Fraud Service plugin

  • External Payment orders

  • Using "PREPAID" as the paySource on Import Order

  • The larger cycle 2 authorization on a trial was approved, but the smaller cycle 1 charge declined.

  • The upsell on a GooglePay order did not include the GooglePay token.

'APPROVED'

Order was within Quality Assurance, but has since been approved.

'DECLINED'

Order was within Quality Assurance, but has since been rejected.

'ADDRESS'

Order is in Quality Assurance due to failing Smarty's address validation.

'PENDING_AUTH"

Order is in Quality Assurance due to:

  • Single Transction is enabled on the campaign and the order hasn't captured yet

'AGE'

Order is in Quality Assurance due to failing 1account's age validation.

Orders can be approved or declined by reaching the Order QA API endpoint.

SkipQA

It is possible to pass SkipQA=1 on the Import Order API request which will force the order to bypass the QA flow if the order is placed with External Payment (paySource=PREPAID).

Alternatively, you can choose to Skip QA for all External Payment orders in your CRM Account settings:

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