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Enabling Order Approval
Order approval is enabled on a per buyer (Account) basis through Control Panel:
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- 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
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:
- 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:
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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:
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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
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- your Straightsell website
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- From the Account Menu click
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- View Checkout Requests
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- The page shows the following items:
- Cart Name
- : The name of the cart (as set by the Standard User)
- Checkout Requested By
- : Which user is requesting checkout
- Checkout Requested On
- : The date and time of the checkout request submission
To view the line items and line item notes that makes up the cart:
- Click the 'View Details' button
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Rejecting a Cart Checkout Request
To reject a cart that has been requested for checkout:
- Log into
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- your Straightsell website
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- From the Account Menu click
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- View Checkout Requests
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- For the cart you wish to reject click the
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- Reject Cart
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- button
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This reveals a text area populated with a default message. You have the following options:
- Click
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- Confirm
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- (with or without updating the message text)
- The cart is removed from the Administrators
- View Checkout Requests
- page
- Standard User is sent a checkout rejected email with the default message
- Standard User regains full control of the cart again
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- Click
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- Cancel
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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
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- your Straightsell website
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- :
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- From the Account Menu click
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- View Checkout Requests
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- For the cart you wish to checkout click the
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- Restore Cart
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- button
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- Click
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- OK
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- to continue the cart restore or
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- Cancel
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- to abort.
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Note: In order to restore a checkout request cart the active shopping cart must be empty. |
- Upon Successful Cart Restore:
- Message:
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- Checkout request cart successfully restored.
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- (See picture below)
- Upon Unsuccessful Cart Restore:
- Message:
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- Checkout request cart failed to restore. Please clear your active shopping cart and try again.
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Checkout of a Cart Checkout Request
Now that the cart is restored the administrator can perform the following actions:
- Checkout the cart with no changes: Click
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- Checkout
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Change quantities to the cart prior to checkout.
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Info Note: If changes are being made to the cart the administrator can at any time press 'Update'. Doing this will update the checkout request cart with the new line items and quantities.
- Reject the cart, to do so:
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- Click
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- Clear Cart
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- Return to the
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- View Checkout Requests
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- page on the Account Menu
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- See 2.2.2 to continue.
Effects of a Cart Checkout Request- Checkout/Reject
Upon Full Checkout:
- Standard User:
- Email notification is sent to Standard User indicating checkout request approval; this email includes the order details.
- The order record is shown in the Standard Users 'Previous Orders' page (Account Menu)
- The cart is now returned to the 'Saved Carts' area
- Administrator User:
- The order record is shown in the Administrative Users 'Previous Orders' page (Account Menu)
- The cart checkout request is removed from the 'View Checkout Requests' page
Upon Cart Rejection:
- Standard User:
- Email notification is sent to Standard User indicating checkout request rejection; this email includes any comments added by the administrator.
- The cart is now returned to the 'Saved Carts' area
- Administrator User:
- The cart checkout request is removed from the 'View Checkout Requests' page.