Assigning an Order Approver to a User
zeckoShop can allow you to set an Order Approver for User accounts. When a User with an assigned Order Approver places an order, instead of the order being automatically downloaded to the ERP, the Order Approver will receive an email asking them to log in to approve the order. Once the order is approved, it will download to the ERP and the User who placed the order will receive an email letting them know the order has been approved.
Assigning an Order Approver to a User
- from the zeckoShop Administration Index, go to Users >> Listing
- use the white boxes above the listing to filter for the User you wish to assign the Order Approver to and click the Edit button for that User
- find the Order Approver setting and use the Search Users... box to select the User who will need to approve orders for this User
- click Save on the bottom bar and this User's orders will now require approval from the Order Approver before downloading to the ERP
The Order Approval Process
- when the User who requires order approval places an order, they will see "Your order has been submitted for approval!" on both the checkout receipt page and the order confirmation email they receive
- the Order Approver will receive an email saying that an order has been placed and requires their approval with a link to Approve This Order
- when the Order Approver clicks this link, they will be taken to a login page and once logged in will be directed to a page showing the details of the order with the buttons Approve Order and Reject Order available on the bottom bar
- if the Order Approver chooses to Approve the Order, they will have an opportunity to add an optional comment and the order will then be approved and will download to the ERP. The User who placed the order will receive another email to tell them that their order has been approved, and this email will contain any comment left by the Order Approver
- if the Order Approver chooses to Reject the Order, they will have an opportunity to add an optional comment and the order will then be rejected and will not download to the ERP. The User who placed the order will receive another email to tell them that their order has been rejected, and this email will contain any comment left by the Order Approver
Note: you can change the subject line for these emails on the Orders tab of your Email Settings
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