Navigate to: Stores & Reps > Select store or Manage store > 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.
|
Select An Approval Level | There are two types of approval levels: Single and Multiple.
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Set Approval For Orders Above | Administrators can add an order amount here, over which the approval is required. For example if, Set approval for Orders above is set to 100, then orders above 100 will go for approval. |