Online Configuration - Adding an Order Approver



Overview


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, both individuals must approve the order for it to go through.


Adding an Order Approver

Step     Action

  1.        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 {Plus Sign} on the right hand side of an Approver field.


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