Multi User - Send for Approval


Send For Approval

When the 'Order Approval needed' permission is chosen for a Sub-User, they require approval from the Master Account to create an order.


Seeking Approval (Sub-User)

To gain approval the Sub User may use the ' Send for Approval' button in the cart view or in the checkout review. Below an example is shown.

Sub-users cart as seen from the Sub-User side.


Providing Approval (Master Account)

After 'Ask for Approval' has been clicked, the Master Account receives an email notification with all the products in the Sub-User's cart and a link to the cart view with the approving button, 'Approve this cart', to be used. See the screen below for the previous example.

Sub-users cart as seen from the Master Account side.


Placing the order

After the cart has been approved by the Master Account, an email notification is sent to the Sub-User that requested it and the order may be placed. 

If the Sub-User decides to edit the cart before placing the order, an error message will appear stating that a new approval must be requested.


Admin View

The Admin Panel shows a new grid with a column for the status of the Sub-User's cart. 

This view will only appear for Sub-Users with 'Order Approval needed' permission configured.


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