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ecommerce_orderapprovals [2019/10/01 14:10]
tblount 		ecommerce_orderapprovals [2019/10/01 14:31]
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 ===== Overview of the Order Approvals ===== ===== Overview of the Order Approvals =====
  
-In this topic, we will discuss the basic setup and use of Order Approvals. By default, this feature is turned off for all Ecommerce customers. If you are interested in using the feature, please contact the Ecommerce Training Staff at [[ecommerce@cyrious.com|]]. In the Admin Panel, you will define pricing rules per storefront and what rules end users will be subjected to within the order process. On the Storefront, if the end user is an approver, they will have a new option in their user profile settings to approve or reject orders. If the end user is not an approver and has pricing rules assigned to them, they will be prompted on checkout if their order requires approval.+In this topic, we will discuss the basic setup and use of Order Approvals. By default, this feature is turned off for all Ecommerce customers. If you are interested in using the feature, please contact the Ecommerce Training Staff at [[ecommerce@cyrious.com|]]. 
 + 
 +In the Admin Panel, you will define pricing rules per storefront and what rules end users will be subjected to within the order process. On the Storefront, if the end user is an approver, they will have a new option in their user profile settings to approve or reject orders. If the end user is not an approver and has pricing rules assigned to them, they will be prompted on checkout if their order requires approval.
  
 ===== Setting Up Order Approvals for Storefronts: ===== ===== Setting Up Order Approvals for Storefronts: =====
 +
 +Each storefront has the ability to define specific rules that end users must follow when purchasing. To enable Order Approvals, the only payment type for the storefront must be On Account. You can check your settings on the Checkout tab of the storefront. The On button will appear grayed out if the payment types are setup incorrectly for Order Approvals. When setting the dollar amounts for the order rules, order limits include shipping rates values and taxes in the Order Approval calculations.
  
 === Setting Up Default Approval Rules for a Storefront: === === Setting Up Default Approval Rules for a Storefront: ===
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   - Navigate to Admin Panel > Storefronts. Select a Storefront.   - Navigate to Admin Panel > Storefronts. Select a Storefront.
   - Select the Approvals tab.   - Select the Approvals tab.
-  - Select On for the Order Approvals. NOTE: To enable approvals, the only payment type for the storefront must be "On Account". You can check your settings on the Checkout tab of the storefront. The On button will appear grayed out if the payment types are setup incorrectly for Order Approvals. +  - Select On for the Order Approvals. 
-  - Set your Default Group. All customers and contacts will follow the default Group unless otherwise specified. +  - Set your Default Group. All customers and contacts tied to the storefront will follow the default Group unless otherwise specified. 
-  - Set the Rules for Approval. Order limites and/or time frame limites can be set. +  - Set the Rules for Approval. Order limites and/or time frame limits can be set. 
-      - Order Limits: Limitations on the dollor amount of a single order that can be placed at one time. +      - Order Limits: This option limits the dollor amount of a single order. 
-        - Enter the dollar amount threshold for approvals. NOTE: Order limit totals include shipping rate values and taxes. +        - Enter the minimum dollar amount that would require approval. 
-        - Requires Approval: Orders submitted at the threshold amount and over will be submitted for review by an approver. +        - Requires Approval: Orders submitted at the dollar amount and over will be submitted for review by an approver. 
-        - Not Permitted: Orders submitted at the threshold amount and over will not be processed. +        - Not Permitted: Orders submitted at the dollar amount and over will not be processed. 
-      - Time Frame Limit: Sets a total dollar amount limit on all orders placed within a certain time period. +      - Time Frame Limit: This option limits a total dollar amount on all orders placed within a certain time period. 
-        - Enter the dollar amount threshold for approvals. NOTE: Order limit totals include shipping rate values and taxes. +        - Enter the minimum dollar amount that would require approval. 
-        - Enter a time frame. +        - Enter a time frame for the order rule. The number entered is a rotating time frame so each day resets the period. 
-        - Requires Approval: Orders submitted at the threshold amount and over will be submitted for review by an approver. +        - Requires Approval: Orders submitted at the dollar amount and over will be submitted for review by an approver. 
-        - Not Permitted: Orders submitted at the threshold amount and over will not be processed. +        - Not Permitted: Orders submitted at the dollar amount and over will not be processed. 
-  - Enter the Approvers. Approvers will receive emails when an order requireing approval is placed. Any Approver can approve or reject an order submitted for approval. NOTE: Approvers are automatically exempt from the Order Approval Rules.+  - Enter the Approvers. Approver(s) will receive emails when an order requires approval is placed. Any Approver can approve or reject an order submitted for approval. NOTE: Approvers are automatically exempt from the Order Approval Rules.
   - Enter any Approval Exempt Customers: Customers who are note approvers but should still be exempt from the Order Approval Rules.   - Enter any Approval Exempt Customers: Customers who are note approvers but should still be exempt from the Order Approval Rules.
   - Click Save Changes to save your Order Approval Rules.   - Click Save Changes to save your Order Approval Rules.
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 ===== Submitting An Order for Approval: ===== ===== Submitting An Order for Approval: =====
  
-An order may trigger the Order Approval Rules set for the user loggedin. An order is compared to the Order Approval Rules during the checkout process after a user has entered their Shipping Address and picked a Shipping Method. If the order rule is set to ask for approval, the customer will have an option to edit their basket under the approval amount or to submit the order for approval. If the order rule is set to deny approval, the customer will have an option to edit their basket under the approval amount.+An order may trigger the Order Approval Rules set for the user logged in. An order is compared to the Order Approval Rules during the checkout process after a user has entered their Shipping Address and picked a Shipping Method. If the order rule is set to ask for approval, the customer will have an option to edit their basket under the approval amount or to submit the order for approval. If the order rule is set to deny approval, the customer will have an option to edit their basket under the approval amount.
  
 === Submitting an Order for Approval: === === Submitting an Order for Approval: ===