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Internal Authorizations

Back Office users can be set as Authorizers to review and approve orders

Rachel Sanders avatar
Written by Rachel Sanders
Updated over a year ago

To learn about how to create an Internal Authorization group, follow the instructions in the article How to Set Up Authorization Groups

Managing New Orders

When a customer places order for approval, they will come through to the Back Office with the status "Pending".

Clicking into the order, there will be options to "Approve" or "Reject".

Approve: Approving the order will notify the customer and change the status to "Confirmed"

Reject: Rejecting the order will notify the customer and change the status to "Rejected". You will have the option to leave a note to inform the customer as to the reason

Note: Rejecting an order cannot be undone. Because you cannot revert a Rejected order, a new one must be created

Managing Customer Edited Orders

If the account is set up to allow for customers to edit "Approved" orders, the status will return to "Pending" if changes are made. Follow the same process above to either "Approve" or "Reject" the order.


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