Overview of order approval flow

After you set up order approval, customers use this basic process to place orders:
  1. A requester user adds items to the shopping cart and begins the checkout process.

    After the requester specifies shipping and delivery information, the requester receives a message that the order must be approved. The requester skips the payment step and submits the order for approval.

  2. The approver reviews the request in the web shop. The approver can access the request in these ways:
    • Directly from the email notification. When the approver clicks the link in the email notification, the Order for Approval Details page is opened.
    • From the Dashboard Orders for Approval Portlet widget
  3. To approve the order, the approver clicks Approve in the Dashboard Orders for Approval Portlet widget or Order for Approval Details page.

    If you are using a multi-level approval flow, and the approver is not in the last approval sequence, then a notifcation is sent to the requester and the next sequence of approvers.

    If you are using a single-level approval flow, or the approver is in the last approval sequence, then the checkout process is opened to the payment step. The approver specifies payment information and completes checkout.

    If the order is rejected, the approver clicks Reject in the Dashboard Orders for Approval Portlet widget or Order for Approval Details page. An email notification is sent to the individual who requested the order.