Store Level > Users > Order Approval

Use Order Approval to define how many levels of approval you want to use, and the minimum dollar amounts for each level of approval.

Notes

• Order Approval is Optional. Users may or may not be assigned as approvers, and you may or may not require order approval.
  See Business Cases below to help determine whether or not you want to use this option.
• One or more users must be designated as Approvers in order to define an Approval Process. You can make this designation when Creating a New User, or by Editing an Existing User.
• If a User's approver is not available to review and approve or reject an order, the order will remain in pending approval status. In these instances, a Store Admin can assign a different approver.
• Approvers are manually assigned by the store admin. See Manage Admins.
• Orders are approved on the Storefront in the Admins Dashboard.
• Order Approval emails are set up in Store Level > Settings > System Emails.

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Before setting up the Order Approval process, make sure the following are true:

• At least one product has been created at the organization level and pushed to the store.
• At least two store users have been created.

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• Select all payment methods that require order approval.
• Define the approval levels and the minimum order value that would trigger each approval level.

Important

After completing this section, you must go to Users > Manage Store Users to configure order approval settings for each relevant user. Approvals will not be enforced until approval requirements are configured for each target user.

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Business Cases

• Sam is an employee. He is not an approver. He needs his manager to approve anything that he purchases through the store.
• Blake is a manager. She would approve any orders made by her team, regardless of their amounts. Blake is the sole approver for her team.
• Alex is a Director. If any of their direct reports place an order of $500 or more, Alex would review and approve that order if they agree with it. Whenever Alex places an order with a total amount of $2000 or more, the CFO of the company would need to approve the order.
• There may be Users in the system/store that do not require any approvals.

Order Approval flow can be enabled for all payment methods (except Promo Codes) or for specific methods. i.e. approval is needed for any points order over $500, but not for a credit card order.

Updated February 13, 2024 18:24