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Company Order Approval

Company Account Roles & Permissions allow for an Order Approval process where certain company/location users must submit an order for approval before they can place the order.

How It Works

For companies with multiple users, a role may be created and assigned to specific users that prevents them from placing an order (over a certain amount). The user will instead be presented in the checkout with a button to submit the order for approval. Clicking the button will save the order and email the Company Account's managers with a link to review and approve the order. Once approved, an email is sent to the original user with a link to place the order, or the manager may place the order themselves.

Requiring Order Approval

To require order approval, you will need set the permission on a company role that the user Can Submit Orders IF:

  • Cart total is less than $[Insert Amount]
  • Month-to-date Order Total is less than $[Insert Amount]

Once the Role is created, you can then go into the Company, select the location, then edit the role on the location user:

Who Can Approve Orders

The company user with a Role that has the permission Can Approve Pending Orders will receive an email when the Order is submitted for approval and will be able to view the Pending Orders of anyone in their company.

Viewing Orders Pending Approval

Orders Pending Approval can be viewed in the Zoey Admin by going to Companies > Orders Pending approval.

The Company Users can also see their Orders Pending Approval in the My Account section. You can add links to the Pending Orders page in Edit My Design by going to the "My Account" page, clicking Edit on the Account Links, and adding a new link (see below).

Links can also be added to the My Account Quick Links or the Header My Account Links by adding a link and selecting "My Pending Orders", or you can add a link to the footer or anywhere on your website using the URL: /sales/order_pending/history/

Updated 2 months ago

Company Order Approval


Company Account Roles & Permissions allow for an Order Approval process where certain company/location users must submit an order for approval before they can place the order.

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