Pre-Order Approval - Overview
Module Overview
The Approvals Workflow Management is part of the B2B Suite. It gives controls to the organisation to review/approve/reject pre-orders placed by their personnel, and to define all the buying and approving limits to several levels inside the organisation. After creating the workflow (see https://support.omnyfy.com/portal/en/kb/articles/approvals-workflow-management-overview), all the users assigned to the workflow levels will have to follow the determined limits to place orders and to approve pre-orders.
Definitions
Pre-Order: Is a new concept inside the marketplace. The pre-order is the definition of the order when still on approval mode, before being approved to become an order in the system. Each customer can have multiple pre-orders at the same time.
Order: After a pre-order is approved or if the customer doesn't need any approval to place orders, an order is placed. An order is a request for goods.
Pre-Order Statuses: The statuses that a pre-order can have are the following:
- Request Approval
- Awaiting Approval
- Declined
- Approved
- Change Request
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).
- 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)
- My Pre-Orders / Approvals: Tabs that show a list of Pre-Orders.
- My Pre-Orders: Shows any Pre-Orders created by the user (essentially any Pre-Order where they are the buyer)
- Approvals: Shows any Pre-Order where the user was an approver
- 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.
Related Articles
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). Action Needed: This displays any Pre-Orders ...Approvals Workflow Management - Overview
Module Overview The Approvals Workflow Management is part of the B2B Suite. It allows Organisation admins to create multi-step pre-order approval workflows that are customisable based on order total thresholds. The Order Approval Module will enable ...Pre-Order Approval - Buyer
Pre-Order page This page shows all of the details of an individual Pre-Order Approval Request. You can access an specific Pre-Order page from the main view on customer account. Pre-Order stage: This shows the current assignee, what stage of approval ...Pre-Order Approval - Approver
Pre-Order page This page shows all of the details of an individual Pre-Order Approval Request. You can access an specific Pre-Order page from the main view on customer account. Pre-Order stage: This shows the current assignee, what stage of approval ...Approvals Workflow Management - Creating and managing user levels (including highest level)
Adding a highest level After creating the workflow, the next step is create the highest level. As mentioned in the overview, the highest level is the first level created in a workflow. The highest user level: is mandatory cannot be deleted requires ...