Ch. 033b. Approval Requirement Setup (B2B sites)

PRESSERO > Pressero Documentation Manual

Approval Settings

In the Sites > Settings > General tab area there are several sections of information that we need to gather so your site can behave the way you like. This last section will collect information on how you would like to set up approvals in your B2B storefront if that feature is needed.  Note: Approvals are not available for B2C sites. 

 
Return Files in History to Approvers
This checkbox allows a user with approval permissions to review files associated with the order.
 
Allow One Click Approvals
This checkbox allows a user with approval permissions to approve an order by clicking the link contained in the notification email. If a review of the actual order detail or eDoc template is not needed, this is a quick way an approval manager can approve orders. 
 
Allow Approver to Edit Orders
This checkbox will allow an approver to edit the orders placed.  If this is not selected, an approver will only be able to approve or deny an order. Editing applies to all aspects of the order (amount ordered, uploads, customization of an eDoc template, etc.).
 
Default Approval Plan
Select the default approval plan required by users placing orders. This is site wide and can be overridden on a user basis when editing the user's record. 
 
Denied orders and Refunds
Please note that after an order is placed it will be entered into the Order detail area of the administrative area. The order will not be marked as approved. This is your indicator that the order is not yet ready to be fulfilled because it is waiting on approval. If the approver denies one or more of the items in an order, you will need to make adjustments to the amount of the order in the order detail (edit item and edit order) area. If the original user who placed the order applied the charges to their credit card, you will need to issue a refund. The Pressero system does not have a way to issue refunds but does make the fields available to you in the order detail so you can make sure the correct totals are recorded. 
 

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