Pre-Order Approval - Managing Pre-Orders

Pre-Order Approval - My Pre-Orders page summary

Pre-Order Approval - Main page

Accessed through an additional menu item in the account section, it shows an overview of all of the pre-orders related to the user (being either the approver or the buyer).

  1. Action Needed: This displays any Pre-Orders currently assigned to the user where they need to perform an action (e.g. approve or decline, make a requested change, checkout)
  2. My Pre-Orders / Approvals: Tabs that show a list of Pre-Orders.
    1. My Pre-Orders: Shows any Pre-Orders created by the user (essentially any Pre-Order where they are the buyer)
    2. Approvals: Shows any Pre-Order where the user was an approver
  3. Out of Office: Allows the user to define if they are ‘active’ or ‘out of office’. This will affect whether a Pre-Order Approval is sent to them, or to a secondary approver.

Pre-Order Approval - Action Needed

This shows any Pre-Orders where the user is currently assigned to take action.


  • Pre-Order number - Number of the pre-order (auto generated)
  • Status - the current status of the Pre-Order
    • Awaiting Approval - The Pre-Order is currently assigned to an approver
    • Changes Requested - A change to the Pre-Order has been requested
    • Declined - Pre-Order Declined by Approver
    • Ready to Checkout - Pre-Order has been approved and is awaiting for the Buyer to complete checkout
    • Purchased - Pre-Order has been approved and Buyer has purchased the products
  • Currently Assigned to - The user/s that the Pre-Order is currently assigned to
  • Date Created - The date and time the Pre-Order was created
  • Created by - The name of the user who created the Pre-Order
  • Subtotal - The subtotal of the Pre-Order
  • View Button - Takes the user to the Pre-Order page
If the user has no current Pre-Orders that require action, this section will simply show "You currently have no Pre-Orders requiring action from you"

Pre-Order Approval - My Pre-Orders/Approvals tab

  1. My Pre-Orders: Shows any Pre-Orders created by the user (essentially any Pre-Order where they are the buyer)
  2. Approvals: Shows any Pre-Order where the user was an approver
Both tabs will show the same columns, with the specific Pre-Orders assigned to each one of the tabs
  1. Pre-Order ID
  2. Status
  3. Currently Assigned to
  4. Date created
  5. Subtotal
  6. ‘View’ button - links to view Pre-Order
       


Pre-Order Approval - Out of Office

It displays the current availability for the user. The options are:

  1. Active
  2. Out of Office

When all ‘Primary’ approvers are set as “Out of Office”, a Pre-Order will be assigned (and all communication go) to the Level’s ‘Secondary’ user. This is to ensure a Pre-Order does not become stuck if an approver is away on leave etc. Please see Order Workflow Management for more details.



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