Set up order approval
Optimizely Configured Commerce lets you create order workflows and approval processes to manage your buyers. You can set users as Order Approvers to review and verify an order. Once an Approver sees an order, they can release it and submit the order as the ultimate buyer.
Order Approvers (Buyer 1 and Buyer 2) receive an email notification when a customer submits an order for approval. See create and edit email templates and HTML variables for information.
Configured Commerce uses the roles of Buyer 1, Buyer 2, and Buyer 3 to control who can submit orders, which orders require approval, and under what circumstances.
- Buyer 1 – Require approval for all orders, including those under budget.
- Buyer 2 – Require approval for orders over budget.
- Buyer 3 – Do not require approval for any orders but their purchases can be tracked.
To use the order approval workflow in Configured Commerce, you must configure the following correctly:
- Set a user with an Administrator or Buyer 3 role as an Approver to a user with a role that requires order approval.
- Assign a role that forces a user into order approval, such as Buyer 1.
Note
The Buyer 2 role is only used if the Budget Enforcement Level is set to anything other than None and the Budget Management website setting is On. Only orders with an order total over budget require approval.
On the Review and Pay page, users who require approval see Submit for Approval instead of Checkout. Approvers see any orders awaiting approval when they sign in and go to My Account > Order Approval. Buyer 1 and 2 roles also receive an email notification when an order needs approval.