Navigate to: Stores > Stores > Select store > 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) or for a specific User.
To use approval routing admin should follow the below steps -
Set the value of the "Enable Approval Management" field to Yes
Select An Approval Type (Store, Payment, or User)
Select An Approval Level (Single Level Or Multi Level)
Set an amount over which the approval routing will work (Set approval for Orders above ($))
Add approvers/payment configurations as per the selection (the detailed explanation of this is given in the table below).
Field | Description |
Enable Approval Management | The administrator can set the value of this field to Yes to enable approval routing for the store. |
Select An Approval Type | There are three types of approval types: Store, Payment, and User. When an Approval Type of Store is selected, orders placed by the customers using any payment method will require approval if their order is above the Order Limit. When an Approval Type of Payment is selected, orders placed by the customers using any of the payment methods associated with the approval management will only require approval. When an Approval Type of Users is selected, orders placed by the customers using any payment method will require approval if the order amount meets or exceeds the minimum value defined in the user-level approver's brackets.
|
Select An Approval Level | There are two types of approval levels: Single and Multiple. In single-level approval routing, the flow triggers when a customer places an order equal to or exceeding the value set in the "Set approval for Orders above ($)" 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.
|
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. |
| Add new approver | Administrators can add approvers for the store using this field. |
