Order Approval is super simple! The first thing you have to do is decide in what scenarios you need approval. You can set your defaults under Settings, but each Website and Company you create has the option to customize their settings.

Once you decide when you need financial approval, the next question is who can approve orders?

You might only want your employees to be able to approve orders, and only need approval on customers that do not pay upfront, you send them a bill later. You would have For orders on account or otherwise not fully paid and you would only have the Employees option checked.

Often times we see a the ordering done by lower level contacts, maybe regional managers. But before they are allowed to order, they need corporate approval. Online is designed to streamline that process. You would select Always and then you have two options. If you have only made one company, and put every regional manager as a contact of that company with a different shipping address, then select Any Contact in the company with the roles of and select a level of permissions higher than what the regional managers are but lower than what the corporate contact is. However, often times we see people setting up every different branch as its own company, with the corporate office as another company; and all the companies use the same website. That works too. You will want to make sure whoever is approving orders is designated as a customer website group administrator. Then select any customer website or customer website group administrator. That will give them the ability to approve orders that come from other companies, as long as they are on the same website.

Great, you have your approval settings configured. Now the question is, when an order comes through that needs approval, how will the appropriate people know? Great question. Every Employee and Contact has a notifications tab, and from there you can set how you want to be notified. Corporate contacts can get emails saying they have orders that need approval, and you can even have Cyrious Online send an email to your salesperson once the order has been approved so you can start working on it.