Order Approval
Outline
Welcome
In this module, you will learn how to set up and use order approval in Configured Commerce.
After completing this module, you should be able to:
- Identify the order approval roles and requirements
- Describe the order approval workflow
- Assign users as approvers
- Submit and approve an order on the site
Why use Order Approval?
Order approval ensures transactions align with company policies and budgets, preventing unauthorized or incorrect purchases. This capability enhances efficiency and accuracy, reducing the likelihood of errors and disputes.
How do I benefit from Order Approval?
Here's how these features benefit different roles:
- Customer Service: If your customers require any levels of order approval, you can set up approvers from the Admin Console. This ensures your customers will see the process they are familiar with once they complete an order on the website. It should also keep your customers from reaching out to you to cancel or correct orders accidentally completed with the appropriate approval.
- Researcher/buyer: Order approval is crucial for many businesses - maybe your customers have a manager or another department that has oversight into purchasing. Setting up an order approval allows for another level of confirmation before orders are submitted, decreasing the chances of mistakes or cancellations.
Set up Order Approval
Optimizely Configured Commerce lets you create order workflows and approval processes to manage your buyers. You can set users as Order Approvers to review and verify an order. Once an Approver sees an order, they can release it and submit the order as the ultimate buyer.
Read the article below to learn how to set up order approval in Configured Commerce.
Set up order approval
Optimizely Configured Commerce lets you create order workflows and approval processes to manage your buyers. You can set users as Order Approvers to review and verify an order. Once an Approver see...
Assign an order approver
In Optimizely Configured Commerce, you can assign a user as an Order Approver in the Admin Console. You must be an Administrator to do so.
See the following walkthrough to learn how to assign an order approver.
Assign an order approver in Configured Commerce
Submit and approve an order
Read the article below to learn how submit and approve an order in Configured Commerce.
Submit and approve an order
The following workflow diagram illustrates the typical process followed for submitting and approving an order: Submit an order for approval The shopping experience for a user who needs approval is...
Storefront view
Check out this walkthrough to learn how order approval works on your website.
How order approval works in Configured Commerce
Try it
It’s time to play in the Configured Commerce sandbox!
The following practice exercises take place in the Knowledge & Learning training site. Before jumping in, please log in to the Training site using the following credentials:
- Username: TrainingUser
- Password: Opticon1!#
After logging in, do the following:
- Set up order approval in the admin console
- Assign a user as an Order Approver
Wrap up
Congratulations! You have completed the Order Approval module. You should now be able to:
- Identify the order approval roles and requirements
- Describe the order approval workflow
- Assign users as approvers
- Submit and approve an order on the site
Learn more
While we covered a lot, there's always more to learn about order approval and how to work with that!
Check out the below link for an up-to-date collection of helpful guides and technical documentation.
Quick order and order upload
