If you have larger accounts, for which you need to set up approvers, you can easily set these within the User Settings of Evolution X.
Note that the approval process is intended for use with the on account payment method. It is recommended that an order is either sent for approval using on account, or paid by credit card but not both. Charging a credit card for an order that is not yet approved means that the order will be paid for before it's been placed and could cause logistical issues for the distributor and customer.
Imagine you have user A, whose orders need to be authorised by user B.
Navigate to Customers > Accounts > choose account > Users > Select the User whose order needs to be authorised > Edit User (the orange pencil on the bottom right.)
Scroll all the way down the User Settings page. You will see a tab called "Approving User A orders"
If all orders require approval, enable the corresponding toggle. Then choose the approver/s from the left screen. Once you click on them, they will automatically move to the right. Hit Save, and that's sorted!
Should you need to customise the workflow even further you have additional options, such as:
Maximum Product Price: The max price that the user is allowed to order
Maximum Order Value: The max value of the order which the user is allowed
Preapprove Quicklist: Set approvers for all orders outside of that user's quicklist
Preapprove Contract: Set approvers for all orders outside of that users's contract
In addition, you have certain settings for the person who is approving the order (User B). These can be found also in the User Settings, as aforementioned, when hitting the "Approver Settings Tab"
So to say, when User B is approving an order, these are the options:
Maximum order Line Value: Don't allow that user to exceed a specific order line value when approving.
Minimum/Maximum order value: Don't allow that user to exceed/ go beneath a specific order value when approving.
Super Approver: Enable this toggle if you want the approver to edit an order. If that toggle is not enabled, the approver will be able to accept or reject an order, but not to edit!
NOTE: If the order is place by credit card, then the super approver toggle does not take affect. In other words, you can approve & reject the order, but not edit.
Approver On Leave: Enable this toggle when a specific user is on leave prevent the approval email being sent to this user.
The approval email will still be sent to other user(s) set in the workflow. If no other approvers exist the email will be sent to the default admin email user set at account level in account details.
Executive Approval: If, after user B approves an order, the order should go further up the chain for a different user (ie an administrator), you can select them through this tab.
Send Approvers Order Confirmation Emails: Toggle on the ability to send the approver the order confirmation email, after they approve or edit an order.
Resend Order Approval Emails: You or the customer can resend order approval emails, if they haven't been approved or rejected by the approver.
Enjoy setting up your workflows, in these simple steps!