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3. Advanced Approval by User and Account

Configure system settings: 

  1. In the CMS, navigate to Settings → Settings
  2. Select the Orders tab.
  3. Select the Restrictions & Charges sub-tab. 
  4. Find the setting labelled 'Use Advanced Order Approval' and set it to 'Advanced Approval by User and Account'. 
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    Note

    If your site is displaying 'Use Advanced Order Approval' as a checkbox, please get in touch. We'll update the field to display the appropriate options.

  5. Click Update to save changes. 

 

Update the user order limits: 

  1. In the CMS, navigate to Users → Website Users
  2. Search for and Edit the required user. 

 

For more in-depth information on Advanced Approval of varying types, see Advanced Order Approval - Types.
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If you'd like to use Mode 3 approvals, see our articles on Advanced Order Approval - Types and Approval Groups to determine the best set-up for your customers. Due to complexity, you may require some consultation with us to determine the best route.

Feel free to contact us for assistance!

 

 

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