Note: This feature needs to first be enabled by a Spoonfed Implementation Specialist
The ability to set up and manage Authorizers is a user permission that must be enabled. Learn how to manage user permissions here.
Adding an Authorization Group
Adding an Authorization Group
Authorizers need to have an existing customer profile to be added. Learn how to create customers from the Back Office.
1. Navigate to the Customer Module. An additional sub tab labeled "Authorization Groups" will now be present.
2. Click "Add Group"
3. Fill out the necessary fields
Name
Description (optional): The description is for Back Office reference only. It may include brief additional information relevant to the group
Internal Authorization: This field should only be checked if Authorizations are to be managed by Back Office users. It can be used alongside separate external Authorization Groups. Learn how to set up and manage Internal Authorizations here
No Approval Required (optional): Check this box if customers assigned to this group will not need their orders reviewed by an Authorizer
No Approval Required for Order Below This Limit (optional): If a number value is entered here, orders that total below this amount will not need to be submitted for approval.
Example: If the order value is less than $100, the customer will not be prompted to submit for approval. If the value is greater than $100, the order will be sent to the Authorizer for review)
Reapproval Threshold (optional): A value entered here will indicate how much the value of an previously approved order is allowed to change without needed to be reviewed. If the order value exceeds this designated amount, it will be submitted again for re-approval. The value can be a monetary value or a percentage.
Example: If the value entered here is $50, any edits to an order that add under this amount do not need re-approval
Do Not Include Card Payments: Orders that have a credit card as the form of payment will not be submitted for approval
4. Click "Save Group". After group details are added, you will have the option to add an Authorizer or Authorizers
5. Click "Add Authorizer"
6. In the Contact field, start typing the name of customer Contact you want assigned as an Authorizer. If the Contact exists in the Back Office, the name will appear as a drop down option. The email and phone number set up in the Contact's profile will autofill
7. Click "Save"
Assigning an Authorization Group to Customers
Assigning an Authorization Group to Customers
Users have two options on how to assign customers to an Authorization Group
Make an Authorization Group Default for Existing and New Customers
If users want to have a single group automatically assigned to approve orders for all current and new customers, they can assign the group in Set Up > Features > Authorization
Assign a Group to Customers
A customer may be assigned to a specific Authorization Group or can be set to No Group to override the Default Authorization Group if their orders do not need to be reviewed. These settings can be managed within the customer's profile.
Navigate to the Customers profile in the Customer Module > Details > Find the Authorization Group field at the bottom right hand of the page > Choose Group (Or No Group) > Click Save
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