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ecommerce_orderapprovals [2019/10/01 14:31]
tblount
ecommerce_orderapprovals [2019/10/01 14:41] (current)
tblount
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         - Requires Approval: Orders submitted at the dollar 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 dollar amount and over will not be processed.         - Not Permitted: Orders submitted at the dollar amount and over will not be processed.
-  - Enter the Approvers. Approver(s) will receive ​emails when an order requires approval ​is placedAny 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 ​a confirmation email for orders placed that requires approval. ​If a storefront has multiple Approvers, any Approver can approve or reject an order submitted for approval. 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: ​This option allows for end users who are not 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.
   - 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'​s rule set.   - Enter the companies and/or contacts that should follow this group'​s rule set.
   - 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 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.+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 ​information.+  - When checking out, enter you Shipping Address ​information.
   - 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 ​an email confirmation that the order has been submitted for approval. Once the approver has reviewed the order, the customer will receive a second confirmation email that the order has been approved or rejected. Additionally,​ the customer can check the status of the approval from their Order History at any time. Once in Order History, check the Order Status column. The customer can see one of three options:+Once the order has been submitted, the customer will receive ​confirmation ​email that the order has been submitted for approval. Once the approver has reviewed the order, the customer will receive a second confirmation email that the order has been approved or rejected. Additionally,​ the customer can check the status of the approval from their Order History at any time. Once in Order History, check the Order Status column. The customer can see one of three options:
  
-  * 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'​s ​response. 
-  * Rejected: This order has been review ​by an approver and denied for submittion to Control for production. +  * Rejected: This order has been reviewed ​by an approver and denied for submittion to Control for production. 
-  * Submitted: This order has been review ​by an aprrover ​and approved for submittion to Control for production. If the order didn't require Order Approval, the order will display as Submitted.+  * Submitted: This order has been reviewed ​by an approver ​and approved for submittion to Control for production. If the order didn't require Order Approval, the order will display as Submitted.
  
 ===== Approving Orders: ===== ===== Approving Orders: =====
  
-Once the order has been submitted, the approver(s) will receive ​an email confirmation that the order has been submitted for approval. If the storefront has mutliple approvers, any of the approvers can approve or reject the order through the Approvals section of their storefront profile.+Once the order has been submitted, the approver(s) will receive ​confirmation ​email that the order has been submitted for approval. If the storefront has mutliple approvers, any of the approvers can approve or reject the order through the Approvals section of their storefront profile.
  
 === Approving Orders: === === Approving Orders: ===