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- Go to Ecommerce > Manage Buyers and search for the Buyer you wish to enable order approval for
- Click View against this buyer
- Tick the Checkout Approvals box and click Update
When the 'Checkout Approvals' checkbox is ticked the default functionality of the buyer accounts change:
- Administrator Users:
- Only administrator buyer users have the ability to checkout a shopping cart
- A new page ('View Checkout Requests') is visible from the account menu area
- Standard Users:
- Standard Users cannot checkout a shopping cart
- A new section ('Submit a Cart For Approval') is available on the Saved Cart Account Menu page
The Order Approval Process
The order approval process consists of two basic parts:
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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
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- Save Cart
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- and then
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- OK
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- (see below)
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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 MenuFrom the 'Submit a Cart for Approval' section; do the following:
- Select a cart from the dropdown (all carts in the 'Saved Cart' area can be selected)
- Select the Administrator to checkout the cart (Any Administrator can be selected)
- Click Submit when selection is complete
- The administrator will be notified via email that the user has requested a cart checkout
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- Now that the checkout request is complete the cart is shown in the
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- Carts Awaiting Approval
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- area
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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:
- The cart that was submitted for approval is placed in the 'Carts Awaiting Approval' section
- The Standard User cannot remove the cart until it is either checked out or rejected by the administrator
- Administrative User:
- An email notification is sent to the selected Adminitrative user. This email notifies the selected administrator that there is a cart for review/checkout.
- The cart is shown on the administrators 'View Checkout Requests' page
- The Standard User
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- Saved Carts
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- interface can become quite busy but there are 4 basic areas:
Interface Notes
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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