Configuring Approval Routing for a Store



Navigate to: Stores > Stores >Manage Stores> Approval Management

For ‘Approval Type = Store’, administrators can set the following:

  • Order amount, above which the approval would be required
  • Approval level indicates approval will be required from single level or multi level. 
    • In single-level approval routing, the flow triggers when a customer places an order equal to or exceeding the value set in the "Set approval for Orders above ($)" field. Once the order is submitted for approval, the store-level approvers can either approve or reject the order.
    • In the case of multi-level approval routing, the approval flow is triggered when a customer places an order with an amount equal to or exceeding the value configured in the "Set approval for Orders above ($)" field. Once the customer submits the order for approval, the system checks whether the customer’s approval type is set to "Always Required Approval" (Accounts and Users > Users > Manage Users > Approval Management). 
      • If enabled, the system then compares the order amount with the minimum "From Amount" of the brackets defined for user-level approvals. If the order amount is greater than or equal to the minimum threshold listed in the user-level approval bracket, the order is routed to user-level approvers. 
      • If the order amount is below the minimum threshold, the order is routed to the store-level approvers. 
  • The approvers set under the user level must belong to the same account to which the user is associated. User-level approval management works in conjunction with store-level approval management.

    Note: The Set approval for Orders above ($) setting is evaluated against the Order Subtotal to determine whether an order requires approval and to identify the applicable approval level. This behavior applies to both Single-Level and Multi-Level approval workflows. The approval evaluation is based solely on the Order Subtotal; the Order Total, including taxes, shipping charges, discounts, handling fees, and other order-level adjustments, is not considered when determining whether the approval threshold has been met.

 

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