Approve orders for your customer
Learn how to review and approve pending orders
On this page:
Overview
The Order Approval lets admin users and sales reps review and approve orders before they are submitted. This helps ensure accuracy and control over what gets ordered. Your customers can still manage and approve orders on their own.
Follow these steps to review and approve an order.
Understand the order approval workflow
By default, Enable Order Approval is toggled OFF on all Order Guides. That means there’s no approval workflow — orders placed by any team member are sent to the supplier immediately.
When Enable Order Approval is toggled ON, the following workflow applies:
- An employee creates an order: the employee selects items from the Order Guide and checks out as usual.
- Admins are notified: all Admin users on your customers' account receive an email notification with a link to the approval page. The order also appears in the Approvals tab of the app.
- An Admin reviews the order: the Customer Admin, or a sales rep, opens the pending order and chooses to Approve or Reject it.
- Order confirmation: once approved, the order receives the normal confirmation screen and is submitted to the supplier.
Tip: If the order cut-off time has already passed, the order will appear as Overdue. The system will automatically update the Delivery Date to the next available delivery day.
You can enable the order approval workflow in the Order Guide settings.
Approve an order
1. Select Approvals from the navigation menu.
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2. Click on the order to review and approve it.
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3. Select Approve & Submit Order if everything looks good, or select Reject to cancel that order.
Tip: you can add products or make adjustments to the order before you submit it.
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Review rejected orders
1. Select Approvals from the navigation menu.
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2. Click Rejections.
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3. Select an order to review it.
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