Multi User - Send for Approval

Send For Approval

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

Video Guide

How to Send Sub-Users' Carts for Approval from cmplugins on Vimeo.

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.

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

Providing Approval (Master Account)

There are two ways of allowing the master to approve the sub-users' accounts. 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. Or the master can open the list with all the sub-users and click the Approve link next to the necessary sub-user. Then the master will be redirected to a separate page to approve the order. Please see the picture below.

A 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.

Providing Approval (Email Notification)

Once the sub-user has asked for an approval, the master will get a notification with a direct link to the order approval page. This is how the e-mail looks like:

Multi Cart Approval

If there are different carts to approve, it's possible to choose which action to perform on each.

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