Inform eCommerce allows you to set up approvers who can review, edit, and approve sales orders placed online by employees. These Pending Orders are held until a contact with permission approves them. Once the order is approved, it will become visible within Inform.
Pending orders are orders that have been placed, but not yet approved. These orders appear on a Pending Orders page for review. Administrators see all pending orders; employees see only orders that they have entered, which they can then change or cancel prior to approval. The system automatically deletes any orders not approved by the configured deletion date.
Enable pending orders
For customers to use the approval process, you must configure the process in Inform ERP as described in Configure an order approval process
Then set up at least one company contact with permission to approve pending orders: see Configure eCommerce customer permissions
Approve a pending order
Only contacts set up with the appropriate Web Permissions can approve pending orders: see Configure eCommerce customer permissions
You must have permission to approve pending orders.
- From the My Account menu, select Pending Orders.
- To open the order details, click the Order #.
- At the bottom of Order Details, click Approve Order.
Tip: From Order Details, you may also:
•Edit an order prior to approval by clicking the Edit Order button. Make your changes, and complete the Checkout process again.
•Delete a pending order by clicking the Delete Order button. - After you approve the order and verify that it is correct, click Place this Order . You will receive an order confirmation email shortly.