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Approval Groups are optional for other advanced order approval types.

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1. Login as an Administrator.
2. Navigate to 'Accounts' --> 'Customer Approvals' (/zCustomerApproval.aspx).
3. Search for the required customer.
4. Select the record via radio button. 
5. Click the 'Approval Groups' tab.
6. Click 'New'.
7. Enter an 'Approval Group Code' for this group.
8. Add a description if required.
9. Click 'OK' to save.  

To Add Users to an Approval Group:

1. Login as an Administrator.
2. Navigate to 'Accounts' --> 'Customer Approvals' (/zCustomerApprovals.aspx).
3. Search for the required customer.
4. Select the record via radio button. 
5. Click the 'Approval Groups' tab.
6. Select the required Approval Group via radio button.
7. Click 'Approvers'.
8. Click 'New'.
9. Select the user from the drop-down list.
10. Enter a sequence to indicate where in the list the user will appear.
11. Click 'OK' to save.

To create large numbers of Approval Groups and Approvers, it may be more efficient to perform an import. 

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1. Create a .csv file with the required import data:
   • File should contain one approver per line.
   • File format should be: Customer Code | Approval Group Code | Approval Group Description | Approver | Sequence
2. Login as an Administrator.
3. Navigate to 'Accounts' --> 'Import Approval Groups' (/zImportApprovalGroupUser.aspx).
4. Click the 'Choose FIle' button to browse to the saved .csv file.
5. Click 'Import Now'. 

6. File processing results will be displayed in the dialogue box.
   

   Info
   More than one account and Approval Group an be included in the import file.

   
   

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