| Table of Contents |
|---|
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:
...
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
...
The Standard User 'Saved Carts' 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 |
|
Administrator Users Process
...