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ecommerce_orderapprovals [2019/10/01 14:10] tblount |
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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" | + | - 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 |
- | - Set the Rules for Approval. Order limites and/or time frame limites | + | - Set the Rules for Approval. Order limites and/or time frame limits |
- | - Order Limits: | + | - Order Limits: |
- | - Enter the dollar amount | + | - Enter the minimum |
- | - Requires Approval: Orders submitted at the threshold | + | - Requires Approval: Orders submitted at the dollar |
- | - Not Permitted: Orders submitted at the threshold | + | - Not Permitted: Orders submitted at the dollar |
- | - Time Frame Limit: | + | - Time Frame Limit: |
- | - Enter the dollar amount | + | - Enter the minimum |
- | - 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 | + | - Requires Approval: Orders submitted at the dollar |
- | - Not Permitted: Orders submitted at the threshold | + | - Not Permitted: Orders submitted at the dollar |
- | - Enter the Approvers. | + | - Enter the Approvers. |
- | - Enter any Approval Exempt Customers: | + | - Enter any Approval Exempt Customers: |
- Click Save Changes to save your Order Approval Rules. | - Click Save Changes to save your Order Approval Rules. | ||
- Navigate to the General tab to click Save Changes for all storefront edits. | - Navigate to the General tab to click Save Changes for all storefront edits. | ||
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=== Setting Up Additional Group Rules for a Storefront: === | === Setting Up Additional Group Rules for a Storefront: === | ||
- | - Click Add New Group to add an additional set of Order Approval Rules and Approvers. | + | - Click Add New Group to add an additional set of Order Approval Rules. |
- Update the Group Name if applicable. | - Update the Group Name if applicable. | ||
- | - Set the Rules for Approval. | + | - Set the Rules for Approval. Rules are defined in the same way as the default group. |
- | - Click Use Default to use the default group Approvers, or enter new Approvers if different from default group. NOTE: An contact can only be added to one list. | + | - Click Use Default to use the default group Approvers, or enter new Approvers if different from default group. |
- Enter the companies and/or contacts that should follow this group' | - Enter the companies and/or contacts that should follow this group' | ||
- 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 | + | An order may trigger the Order Approval Rules 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 end user will have an two options on check out. The end user can edit their basket under the approval amount or 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: === | ||
- | - When checking out, enter you address | + | - When checking out, enter you Shipping Address |
- Follow any steps under Review Your Order, such as signing off on customizable artwork or entering a PO number. | - Follow any steps under Review Your Order, such as signing off on customizable artwork or entering a PO number. | ||
- Select your Shipping Method. | - Select your Shipping Method. | ||
- | - If you order rule is triggered, a window will appear to giving the customer directions on how to proceed. If the rule is set to ask for approval, the following buttons will appear: | + | - If an Order Approval Rule is triggered, a window will appear to giving the customer directions on how to proceed. If the rule is set to ask for approval, the following buttons will appear: |
- Click Return To Checkout to continue to process your order and ask for approval. | - Click Return To Checkout to continue to process your order and ask for approval. | ||
- Click Edit Cart to reduce your order total by the amount listed to proceed without approval. | - Click Edit Cart to reduce your order total by the amount listed to proceed without approval. | ||
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- Click Request Approval. | - Click Request Approval. | ||
- | Once the order has been submitted, the customer will receive | + | Once the order has been submitted, the customer will receive |
- | * Approval Required: This order is pending approval and waiting on an approver response. | + | * Approval Required: This order is pending approval and waiting on an approver' |
- | * Rejected: This order has been review | + | * Rejected: This order has been reviewed |
- | * Submitted: This order has been review | + | * Submitted: This order has been reviewed |
===== Approving Orders: ===== | ===== Approving Orders: ===== | ||
- | Once the order has been submitted, the approver(s) will receive | + | Once the order has been submitted, the approver(s) will receive |
=== Approving Orders: === | === Approving Orders: === |