Approving orders

Customer users who are set up as approvers use this process to approve an order.

Note: Approvers cannot edit order request information. The Back to Delivery button is disabled. Approvers also cannot click the Shipping or Delivery steps.
  1. Begin the approval process. Complete one of these steps:
    • From the Dashboard Orders for Approval Portlet widget, click Approve.
    • In the Order Approval Details page, click Approve Order. You can access the Order Approval Details page in these ways:
      • From the Order Approval List page, click the approval number.
      • From the Dashboard Orders for Approval Portlet widget, click the approval number.
      • From the email notification, click the order approval number or View Order Details.
  2. If the approver is not in the last approval sequence group, then the approver clicks Approve Order. The approver can optionally specify notes for the next approver.

    If the approver is in the last approval sequence group, or you have set up single-level approval, then the approver completes the checkout process. The approver specifies payment information and can optionally enter notes for the requester.