The Approval page allows for the approval of carts, proofs, and quotes. The contact's Online User Role will determine if the Approval page is visible to the user or not.


Note: All screenshots are samples from a default portal. The portals can be customized to suit company needs. For more information, see Online Configuration - Portals. 


Cart Approval

Carts will be directed to the Approval page when they are submitted by an Online Order Placer - Needs Approval. The Contact with approval permission can then submit the cart to place the order.


To Approve the Cart:

Step      Action  

  1.        From the approval page, select the cart to be approved.  

  2.        Select {Save} on the right-hand side. A pop-up will appear to confirm profile saved.  


Proof Approval

Proofs requiring approval will be directed to the Approval page.

Note: On the Approval page, proofs will be sorted by Status Changed Date, in ascending order.


To Action the Proof

Step      Action  

  1.        From the Approval page, select the proof to action. The Proof Approval page will open.

  2.        Select {Save} on the right-hand side. A pop-up will appear to confirm profile saved.  


To Approve the Proof

Select {Approve}. 

To Request Changes to the Proof

1. Update Change Note field with details for the proof changes.

2. Select {Requires Changes}.


  

Quote Approval

Quotes requiring approval will be directed to the approval page once the quote has been emailed to the user.


To Action the Quote

Step      Action  

  1.        From the approval page, select the quote to action.  The Quote Approval page will open.

  2.        Select {Save} on the right-hand side.


To Approve Quote

Select {Approve}. 

To Request Changes to Quote

1. Update Notes field with details for the quote changes.

2. Select {Changes Required}.

To Decline Quote

Select {Decline}.