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.
Navigation panel, open up Relationships, click on Cards
Search for and select the customer you are wanting to set for approval
On tab Settings, sub tab Customer Settings, sub tab Web Integration the tick box for Web Order Approval needs to be ticked.
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.
Then you need to set the user up as the approver on Org Admin.
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.
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
First: Set up the dud product
- Set up a product with id of WOA with name Web Order Approval Product
- Make sure it is set to a non stock category for miscellaneous
- Give it a sell price of something like $0.02 inc gst
Second: Set up the dud contract
- Then set up a contract called WOA with a description of Web Order Approval Contract
- Set the product of WOA on it to be a contracted price of $0.01 inc gst
- Add each customer to it that needs to have a contract to send up their web order approval