Navigate to: Stores & Reps > Store Detail > Approval Management
Administrators can enable or disable approval routing from here. When approval routing is enabled, administrators can set approval limits and approvals for the customers associated with the store.
For a particular store, administrators can now enable approval routing either for the entire store or for a specific payment method(s).
To use approval routing administrators should follow the below steps -
Set the value of Enable Approval Management field to Yes
Select An Approval Type
Select An Approval Level
Set an amount over which the approval routing will work
Add approvers/payment configurations as per the selection (the detailed explanation of this is given in the below sections).
Field | Description |
Enable Approval Management | The administrator can set the value of this field to Yes to enable approval routing for the store. |
Select An Approval Type | There are two types of approval types: Store and Payment. When an Approval Type of Store is selected, orders placed by the customers using any payment method will require approval if their order is above the Order Limit. When an Approval Type of Payment is selected, orders placed by the customers using any of the payment methods saved under approval management will only require approval.
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Select An Approval Level | There are two types of approval levels: Single and Multiple. When an Approval Level of Single is selected then the general approvers (approvers saved under Manage Store >> Approval Management) or the User level approvers (approvers saved under Manage User >> Approval Management) are able to approve the orders of the customers, depending on the set order limit. With single level approval if any approver ( from the saved list of approvers) approves the order of a customer then the order does not require approval from other approvers. When an Approval Level of Multiple is selected then the general approvers (approvers saved under Manage Store >> Approval Management) or the User level approvers (approvers saved under Manage User >> Approval Management) are able to approve the orders of the customers, depending on the set order limit. With Multiple level approval, approval is required by Multiple approvers based on the approval order set for the approvers under Manage User >> Approval Management.
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Set Approval For Orders Above | Administrators can add an order amount here over which the approval is required. |
