Order Approvals allow order limits to be set for Stores.  Order Approvals is an additional feature available with your CoreBridge Ecommerce subscription. This feature is typically not enabled by default, but you can request to have it enabled at no additional charge. Please contact s[email protected] to have it enabled.  

Setting up Order Approvals for a Store:

1. Navigate to Admin Panel > My Stores. Select a Store.
   
   
2. Select the Approvals tab.
3. Select Enabled for Order Approvals.
       NOTE: To enable approvals, only the "On Account" payment method should be selected on the Checkout tab.  The On button will appear grayed out if the payment settings are incorrect.
   
   
4. Set your Default Group.  All Customers and Contacts will follow the default Group unless otherwise specified.
5. Set the Rules for Approval.   Order limits and/or time frame limits can be set.  
   • (A) Order Limit: limitation on the $ amount of a single order that can be placed at one time.
     • (B) Enter the $ amount threshold for approval.
       NOTE: Order Limits include shipping and taxes.
     • (C) Require Approval: Orders submitted at the threshold amount and over will be submitted for review by an approver.
     • (D) Not Permitted: Orders at the threshold amount and over will not be processed.
   • (E) Time Frame Limit: sets a total $ amount limit on all orders placed within a certain time period.  
     • (F) Enter the $ amount threshold for approval.
       NOTE: Order Limits include shipping and taxes.
     • (G) Enter a time frame.
     • (H) Require Approval: Amounts submitted at the threshold level and over will be submitted for review by an approver.
     • (I) Not Permitted: Orders at the threshold amount and over will not be processed.
       
       
6. Enter the Approvers. Approvers will receive emails when an order requiring approval is placed. Any Approver can then approve or reject that order.
      NOTE: Approvers are automatically exempt from the Order Rules.
   
   
7. Enter any Approval Exempt Customers: Customers who are not approvers, but should still be exempt from the Order Rules.
   
   

Setting Additional Groups for Order Approvals:

1. Click +Add New Group to add an additional set of Order Approval Rules and Approvers.
   
   
2. Update the Group Name if needed.
3. Set the Rules for Approval.
4. Enter the Approvers. Approvers will receive emails when an order requiring approval is placed. Any Approver can then approve or deny said order.
      NOTE: Approvers will automatically be exempt from the Order Rules.
5. Enter the companies and/or contacts for which this group applies to.