Order Approval

Order approval workflows allow rules to be set when an order has to be approved, such as if it’s over a certain dollar amount, or placed by certain users. A queue of orders needing approval can be seen by the account owner or manager, so that orders can be reviewed and either approved or denied.

Once an order is approved to proceed, the original buyer can complete the order.

Spending Thresholds

With a spending threshold, orders that are smaller than the threshold can be processed without any intervention, while larger orders must go into the queue for approval. This can remove obstacles for smaller orders that may not need the same level of oversight.

Locations

You can establish multiple locations, each with its own rules, including billing and shipping options, based on what your business requires. Assign users to each location to easily manage a group of people in a company at one time.