Sending up order approvals

Owned by Sharon Harden (Unlicensed)
Last updated: Jan 23, 2017 by John Nairn

Overview

The website provides for approval of web orders. If approval is required for a customer, then any orders placed on the website will be passed on to an approve in the customer organisation. Only if the approver authorises the order will the order be sent from the website to your Readysell system.

Readysell can't specify which user should provide approvals if more than one user exists. You must setup the user as allowed to approve orders in Office Brands Org Admin! There is no way Readysell can do this as there is not communication pathway we can use to send this information up to the website. So you must do this part yourself.


Procedure

Web order approvals are set up first and foremost on the customer card in Readysell, then you need to set the user up as the approver on Org Admin.

  1. Navigation panel, open up Relationships, click on Cards
  2. Search for and select the customer you are wanting to set for approval
  3. On tab Settings, sub tab Customer Settings, sub tab Web Integration
    1. The tick box for Web Order Approval needs to be ticked (note this is not a user by user basis, it is based on the customer only).
      1. When the customer has the flag ticked for Web Order Approval, there must be a contract on the customer for this approval to be sent up to the web.
    2. The Web Customer Name is also required to be filled in and needs to match the Org Entity Name as per Web Admin (the underline/underscored organisation name in Web Admin)
  4. Then you need to set the appropriate user as the approver on Org Admin.  
  5. If you are unaware how to set the user for being the approver on Org Admin, you will need to contact Office Brands for their help on how to set one of the users for that customer to be the approver.
  6. If the customer does not have contract pricing already and you do not wish them (at this stage to have any special pricing) you will need to set up a dud product and put it on a dud contract.

Example of set up

First: Set up the dud product

  1. Set up a product with id of WOA with name Web Order Approval Product
  2. Make sure it is set to a non stock category for miscellaneous
  3. Give it a sell price of something like $0.02 inc gst

Second: Set up the dud contract

  1. Then set up a contract called WOA with a description of Web Order Approval Contract
  2. Set the product of WOA on it to be a contracted price of $0.01 inc gst
  3. Add each customer to it that needs to have a contract to send up their web order approval