Activate Admin approval for orders
Find out how to require orders to be approved by Admin before submission.
On this page:
Overview
The Order Guide Settings screen allows any of your Admin users to turn on a requirement that all employee-submitted orders go through an approval workflow rather than get sent directly to your supplier.
Tip: These settings are for each individual order guide. If you want all order guides to behave the same, you will need to adjust these settings each time you create a new order guide.
Note: Screenshots shown were taken from the mobile app. However, all information in this article is applicable regardless of how you access the app: via mobile phone, tablet, or the desktop web portal.
Activate Admin approval for orders
- From the main navigation menu, select Order.
- Make sure that the Order Guide dropdown menu displays the order correct guide, then select the order guide Edit button
- From the More Options dropdown menu, select Order Guide Settings.
Tip: If you need to edit settings for multiple order guides, please repeat these next steps for each order guide.
- On the Order Guide Settings screen, turn on Enable Order Approval.
Result
By default, Enable Order Approval is toggled OFF for an order guide, so orders submitted by any team member using that order guide are sent immediately for fulfillment.
Here is the workflow if Enable Order Approval is toggled ON:
Order approval workflow
- An employee creates an order using the order guide and checks out.
- All Admin users for your account are notified:
- An email is sent to you with a link to the approval page.
- The pending order will show up on your Approvals tab of the app.
Tip: The Approvals tab is NOT present on your navigation menu unless you have an Order Guide with order approval turned on.
- An Admin user selects the order, then approves or rejects it.
Tip: If the order cut-off time for the time the order was submitted has passed, pending orders will show as Overdue and the Delivery Date on the order will be automatically adjusted to your next available delivery date.
- An approved order will receive the normal order confirmation screen.
