How it works
Commerce Vision's Order Approval functionality allows customers to set an approver for orders over a specific dollar amount. The process goes something like this:
Approval modes
There are 3 modes to choose from, each with increasing complexity:
- Approval By User - a very simple 1-to-1 relationship. User A's orders are approved by User B if they exceed User A's dollar limit.
- Approval By User and Account - the most widely-used mode. User A's orders can be approved by any user on the same account who has the required Approval Limit for that order.
Advanced Approval By User and Account - for organisations with complex approval hierarchies and approval groups. Offers advanced options for multi-person approval.
Implementation guides
1. Approval By User
This is a very simple order approval process. A dollar limit is set for the user, and a designated approver is nominated. Any orders over the user's limit will require approval.
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If you've got lots of users to update, you can do it in bulk. See our article on Data Import for more information.
2. Approval By User and Account
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This mode will meet the needs of most organisations. If you'd like more than one user per account to be able to approve orders, but don't have complex hierarchies, this is the mode for you. |
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If you've got lots of users to update, you can do it in bulk. See our article on Data Import for more information.
3. Advanced Approval by User and Account
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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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