Order Approval

Audience tags: KAM, Accounts, Admin, Super Admin

Use this flow when an order needs validation before it can proceed to fulfillment.

Flow

1. Open Orders > Order Approval.
2. Open the Pending tab or pending order list.
3. Select the order requiring approval.
4. Review customer, site, product, quantity, price, influencer point allocation, logistics, and payment terms.
5. Approve the order if all checks pass.
6. Reject the order if it should not continue.
7. Confirm that an approved order receives approval status Approved.
8. Confirm that the approved order moves to warehouse stage New Orders.

Expected Outcome

The order is either approved for warehouse processing or rejected. Approved orders are routed to a warehouse when a mapped active warehouse exists for the site’s location.