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To Configure Approval By Usersystem settings:

1. In the CMS, navigate to 'Settings' → 'Settings'.
2. Select the 'Orders' tab.
3. Select the 'Restrictions and Charges' sub-tab.

4. Set Find the checkbox labelled 'Use Advanced Order Approval to 'Approval By User'. If you have a checkbox displaying instead of a dropdown list, simply leave the box unticked for this mode).
   Image Removed' and ensure it's unticked. If it displays as a dropdown on your site, simply set it to 'Approval By User'. 
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5. Click the 'Update' button at the bottom of the page to save changes.

Update each user whose orders will require approvalthe user order limits: 

1. Navigate to Users → Advanced User Maintenance.
2. Search for and select the ordering user.
3. Click 'Modify' on the User tab.
4. Update the 'Order Limit' field to the dollar value you wish to trigger approval at.
5. Update the 'Orders Approved By' field to the email address/user ID of the approving user.
   
   
6. Click OK to save.
   
   

Info
If you don't see the 'Order Limit' field on this User tab, get in touch and we'll add it for you!

 

If you've got lots of users to update, you can do it in bulk. See our article on Data Import for more information. 

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With this mode, users are given order limits for various each order functionsfunction. For example, a user User A may have a 'Requisition Limit' of $999999 of $999,999.00, and an 'Order Limit' of  of $200.00. This user means User A can submit orders up to $200 in value without approval, but any orders $200.01 - $999,999.00 will require approval. Approving users If Users B, C, and D on the same customer account code with all have an 'Approval Limit' greater  greater than the order value, any of them will be able to approve the order.

If there isn't a user with an appropriate approval limit for the order, an error a message will be displayed to the User A: 'Order cannot be submitted as there is no approver with the correct approval limit authority.'

Multiple users on the same customer account code can be eligible to approve an order, provided they have the correct approval limits.

To Configure Advanced Order Approval 

Configure system settings:

1. In the CMS, navigate to Settings → Settings.
2. Select the 'Orders' tab.
3. Select the 'Restrictions and Charges' sub-tab.

4. Set Tick the box to 'Use Advanced Order Approval' (or if you see a drop-down, set it to 'Approval By User and Account'. OR, if you have a checkbox displaying instead of a dropdown list, simply tick the box.
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5. Click Update to save your changes.

Once the system-wide setting has been updated, the User's '$Limits' settings can be updated:

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Update the user order limits:

1. In the CMS, navigate to Users → Website Users. 
2. Search for and Edit the required user.
3. In the Customer Details section, update the dollar amounts for the user's Order Limit, Requisition Limit, and Approval Limit. 
   
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4. If the user has access to multiple Customer Codes, select the correct record via radio button.
5. On the '$Limits' tab, click 'Edit'.
6. Set the value in the 'Approval Limit' field to the required dollar amount.
7. Set the value in the 'Order Limit' field to the required dollar amount.
8. Set the value in the 'Requisition Limit' field to the required dollar amount.
9. Click the 'Update' button to save changes.
10. Repeat Steps 2-10 for other users on the account, including users who will have approval authority.
11. accounts, you may wish to update the limits for those as well. 
12. Save & Exit. 
13. Repeat Steps 2-5 for other users on the account, including users who will have approval authority.

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

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. 

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