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What is Order Approval?
Order Approval is functionality for Straightsell which will allow them to provide their customers with the ability to have an order approval process within the Straightsell website.
Section 1:
This is for Straightsell only and should not be shown to Straightsell account holders.
Section 2:
This is for Straightsell account holders that intend to use the order approval functionality. There are two sections each relevant to a user type:
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It would be a good idea when training account holders that both Standard and Admin users have access to both sections of this manual so they are aware of the overall process.
Enabling Order Approval
Order approval is enabled on a per buyer (Account) basis through Control Panel:
To enable Order Approvals for a Buyer:
Log into Straightsell Control Panel
From 'Ecommerce' select 'Manage Buyers'
Search for the buyer that you wish to enable order approval functionality for
Click 'View' against this buyer
Tick the 'Checkout Approvals' checkbox and click 'Update'
When the 'Checkout Approvals' checkbox is ticked the default functionality of the buyer accounts change.
Administrator Users
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For the functionality related to the items above please see the reamaineder of this document.
The Order Approval Process
The order approval process consists of two basic parts:
- The Standard User submits a cart for the Administrative user to checkout
- The Administrative user either checks out or rejects the cart that the Standard User has requested for approval
Standard Users Process
This section details how the Standard User can submit a cart for administrator checkout.
Creation of a Saved Cart for Approval
In order for a Standard User to submit a cart to an Administrator for checkout approval they must first create a named saved cart. To do this:
Add products to the shopping cart and add line item comments as required
Give your cart a name and click 'Save Cart' and then 'OK' (see below)
Requesting Cart Checkout
The Standard User can request a cart checkout via the Account Menu's 'Saved Carts' area:
Click 'Saved Carts' from the Account Menu
From the 'Submit a Cart for Approval' section; do the following:
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Now that the checkout request is complete the cart is shown in the 'Carts Awaiting Approval' area
Note: Any cart awaiting approval cannot be removed; however the Standard User can restore it for the purpose of creating new saved carts.
Effects of a Cart Checkout Request
When the Standard User successfully submits a cart checkout request the following occurs:
Standard User:
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Saved Carts This section stores all named cart saves performed from the shopping cart. Standard Users can request these for checkout. Carts Awaiting Approval This section holds all carts that have been requested for checkout but have been neither rejected or checked out by the administrator. Note that when a cart awaiting approval has been either rejected or checkout out by the administrator the cart will return to the Saved Carts section. Submit a Cart for Approval This section enables the Standard User to request cart checkout from a specific administrator |
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Administrator Users Process
This section details the options available to the Administrative User based on the submission of a cart checkout requested by the standard user.
Viewing a Cart Checkout Request
When a Standard User submits a cart for checkout the Administrator will receive an email notification that this is the case. To view the cart the standard user requested for checkout:
Log into the Straightsell website: http://jshayes.com.au
From the Account Menu click 'View Checkout Requests'
The page shows the following items:
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To view the line items and line item notes that makes up the cart:
Click the 'View Details' button
Rejecting a Cart Checkout Request
To reject a cart that has been requested for checkout:
Log into the Straightsell website: http://jshayes.com.au
From the Account Menu click 'View Checkout Requests'
For the cart you wish to reject click the 'Reject Cart' button
This reveals a text area populated with a default message. You have the following options:
Click 'Confirm' (with or without updating the message text)
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- This retracts the text area box.
Restoring a Cart Checkout Request
To checkout a cart that has been requested for checkout:
Log into the Straightsell website: http://jshayes.com.au
From the Account Menu click 'View Checkout Requests'
For the cart you wish to checkout click the 'Restore Cart' button
Click 'OK' to continue the cart restore or 'Cancel' to abort.
Note: In order to restore a checkout request cart the active shopping cart must be empty.
Upon Successful Cart Restore:
Message: "Checkout request cart successfully restored." (See picture below)
Upon Unsuccessful Cart Restore:
Message: "Checkout request cart failed to restore. Please clear your active shopping cart and try again."
Checkout of a Cart Checkout Request
Now that the cart is restored the administrator can perform the following actions:
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Click 'Clear Cart'
Return to the 'View Checkout Requests' page on the Account Menu
See 2.2.2 to continue.
Effects of a Cart Checkout Request- Checkout/Reject
- Upon Full Checkout:
Standard User:
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