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This is a simple order approval process. An order limit is set for the user, and an Approver is nominated. Any orders over the user's limit will require approval.
When the user submits an order, an email is sent to the Approver containing information about the order and a link to the order approvals page. The Approver logs in and reviews the order. After either approving or rejecting the order, an email notification is sent to the original user.
To Set Up
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This mode will require us to add an 'Order Limit' field to your Advanced User Maintenance screen. Please contact us if you wish to use this mode. |
To Configure Approval By User:
- In the CMS, navigate to 'Settings' → 'Settings'.
- Select the 'Orders' tab.
- Select the 'Restrictions and Charges' sub-tab.
Set Use Advanced Order Approval to 'Approval By User'.
If your site is displaying 'Use Advanced Order Approval' as a single checkbox, please get in touch with our Support team. We'll update the field to display the appropriate options. Note If you have a checkbox displaying instead of a dropdown list, simply leave the box unticked for this mode).
- Click the 'Update' button at the bottom of the page to save changes.
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- Navigate to Users → Advanced User Maintenance.
- Search for and select the ordering user.
- Click 'Modify' on the User tab.
- Update the 'Order Limit' field to the dollar value you wish to trigger approval at.
- Update the 'Orders Approved By' field to the email address/user ID of the approving user.
- Click 'OK' to save.
- Navigate to Users → Website Users.
- Search again for the ordering user and click Edit.
- Update
to the dollar value you wish to trigger approval at.Save & Exit.
Tip If you don't see the 'Order Limit' field
on this User tab, get in touch and we'll add it for you!
You can also do this in bulk via Import.
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