Any contact, with a role allowing them to place orders, can be designated as requiring an approver. Adding approvers to a contact's online ordering settings will mandate that any order submitted by the contact be approved by another contact. The approver can be any contact with a role granting access to the Approval page and cart option.

Approvers may also have designated Approval Levels, creating an approval 'hierarchy' where the initial contact must approve an order before it moves onto the subsequent level for approval. 

In this way, an order will only be submitted once all levels have approved it. If two order approvers exist at the same level, only one individual must approve the order for it to go through.

Adding an Order Approver

Step     Action

  1.       From the Contact Edit modal , scroll to Approvers under Online Ordering section.


  2.      Select the field below Level 1 under Approvers and then select a contact from the 

           drop-down menu. 

           Note: Multiple contacts can be added for each approval level. To add additional 

           levels of approval, select the + icon on the right hand side of an Approver field.

  3.      Select {Save}. A results window will pop-up to confirm Online Ordering details saved.