Order Approvals Addon

Enabling Order Approval

Order approval is enabled on a per buyer (Account) basis through Control Panel:

• 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

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:

• 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
  

• Now that the checkout request is complete the cart is shown in the Carts Awaiting Approval area
  

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 Saved Carts interface can become quite busy but there are 4 basic areas:

Interface Notes

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 your Straightsell website
• From the Account Menu click View Checkout Requests
  
• 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
  

  

Rejecting a Cart Checkout Request

To reject a cart that has been requested for checkout:

• Log into your Straightsell website
• 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)
  • 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
• Click Cancel
  • This retracts the text area box.

Restoring a Cart Checkout Request

To checkout a cart that has been requested for checkout:

• Log into your Straightsell website:
• 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.

• 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:

• Checkout the cart with no changes: Click Checkout

• Change quantities to the cart prior to checkout.

  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:
  • 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:
  • 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.