On this page you can find the instructions on managing the Approval Process.

Creating the Approver / Buyer with Limit Roles

To create an Approver / Buyer with Limit roles in the shop application, do the following:

1. Log in to your Company Account and navigate to Roles section.

2. Click +Add new role.

3. Enter the Role name - Approver or Buyer with Limit.

4. Click Submit.

Configuring Approve up to grand total Permission

Approve up to grand total permission should be applied to the Approver role. This permission allows a user to approve or decline a cart with grand total up to the limit specified in this permission. To configure Approve up to grand total permission, follow the steps below:

1. In the list of Roles on the Roles page, click Edit icon beside the Approver role in the Roles section.

2. In the Permissions list, turn on the toggle beside Approve up to grand total.

3. To set the grand total limit , click. You need to provide the amount (in cents) till which the Approver can review the requests.

Configuring Buy up to grand total Permission

Buy up to grand total permission sets a limit for the grand total of the buyer’s cart. With this permission a buyer will have a Checkout button until they reach the limit. To configure Buy up to grand total, do the following:

1. In the list of Roles on the Roles page, clickEdit icon beside the Buyer with the Limit role in the Roles section.
2. In the Permissions list, turn on the toggle beside *Buy up to grand total (Requires “Send cart for approval”)

*Send cart for approval (Requires "Buy up to grand total"

* should also be enabled.) 

3. To set the grand total limit , click. You need to provide the amount (in cents) till which the Buyer is able to proceed to Checkout.

Submitting a Request for Approval

A buyer can submit a cart for approval if the both Buy up to grand total and Send cart for approval permissions are configured.

When the cart grand total exceeds the limit specified in the Buy up to grand total permission, the user sees the Approval Widget:

To submit the approval request, do the following:

1. From the drop-down list in the Approval widget, select the required Approver.
2. Click Send Request.

Reviewing the Request by an Approver

An Approver can check all the requests either on the Shopping Carts page or on the Shopping Cart Widget:

To approve or decline a cart, follow the steps below:

1. Click the cart you would like to review.
2. In the Approval Request Widget click Approve or Decline.