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.
Account Manager Controls
You can assign one or more users under the company account as an Account Manager, which offers additional controls to your buyers without further assistance.
Account Managers can send invites to other people who should have buying capabilities, as well as assign to them locations and addresses, which inherit the rules on things such as Spending Limits and Net Terms.
Account Managers can also see open orders and invoice amounts across the account, providing some additional insight as to where things stand with existing orders.
