3 results found
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order approval flow should have the originator checkout with payment
then go to approver so once the order is approved by the approver, the order is placed. Currently, customers think they are done w/ the order, but once the order gets approved, they have to complete their checkout.
3 votes -
"Quote / Order approval workflow Single Tier - issue in QA Two Tier - Not Available"
Request for multi-tier of approval and order threshold limited tied to approval workflow as some customers can have more than 1 approver and some customers have a $ limit on the order where some users can shop up to $5000 (configurable amount) and anything above then it would need an approval or multi-tier approval. Some customers need the ability to have an order that may need more than 1 approval and have been asked to do this to establish an account. There may be 2-3 approvals needed at any given district. If this could be incorporated that would be beneficial.
3 votes -
Have save/restore quote capability and option to update after submittal for approval
As a user who needs order approval, before submitting it for approval, he/she may need to save a cart as quote to continue to edit in the future. So we'd need that person who needs order approval to have the ability to save a cart as quote and restore a quote to edit (may be working on several quotes for different ship to accounts).
After submitting it for approval, if the order hasn't been reviewed; perhaps the submitter can still revise the submittal -a. Can the request for approval be revoked by order originator? "Cancel request"
b. Can I…
3 votesA solution engineer will be in touch to better understand these requirements.
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