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The approval workflow
allows you to configure a storefront
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so that orders placed by certain
customers need to be verified
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by a designated approver prior
to being added
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to the main workflow.
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So order approval works in one of two ways
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and will go through them
both in the next few tutorials.
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A customer can submit an order as normal
and the approval then takes place
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between the submission and the order
arriving in shared prints operations.
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That's what we call type one.
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And then type two is
where the customer creates
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variable print, submits it for approval,
and then the approval process
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skips delivery and billing details
that type to
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give some generalized notes
around this as well.
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Please keep in mind
that registered customers and approvers
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must be within the same department,
so we'll cover that in a second.
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Up to three
approvers can be linked to each department
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and then approval can be storefront
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wide
or it can be against specific products.
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And that will be
that will be covered in a later tutorial.
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So our starting point here
in this example,
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we've already have certain conditions
configured
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which are required
for this approval workflow.
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Why just go to departments
to start off with?
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So a department has already been created
and set up.
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There's other tutorials
if you need to figure out how to do that
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and we've got two or more uses
created as well,
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and at least one of these
is going to be the designated approver.
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And these users have been placed
inside the department
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that we've created.
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We've also created one
or two little sample products as well,
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but apart from that, it's
a completely clean storefront, right?
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So the first thing we're going to do
is to actually specify one of these users,
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one of these customers as an approver.
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So I'm going to navigate to my customer
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management,
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click on edit next to the user that
requires the approver status.
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And then this user can be granted
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approval status, which is available
as a default customer role.
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So if I go and click on customer role
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just make sure that approver is selected
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and then click Save.
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We're now going to click edit next to
the registered user, which in this case is
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this one here
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and now we must define the approver
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for this registered user.
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So to do this we go over to
the Departments and Customer Relationships
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tab. You can see there the department
that this customer was already placed in.
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You can change that if you need to do so.
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And then scrolling further down,
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you have relationships by department.
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So there's two options in there.
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One is the approver
which we're covering in this series,
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and the other is budget management, which
we're not going to be covering right now.
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So if I go for a approver,
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that shows me all of the available users
in the same department,
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and I've just got to make sure
that the one I want as the approver
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for this current user is highlighted.
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So you can see I've already got checked
the approver user.
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That means they are going to approve
any order
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that this user submits.
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We'll go ahead and save that
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for next.
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All we need to do is to activate
the approval workflow itself.
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Now there's loads of settings
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related to the approval workflow,
so it's got its own area.
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If I just start typing approval
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approval workflow settings
and you can see we've got all of these
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configuration options here, most of which
will be covered in a different tutorial.
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So by default
your workflow will be disabled.
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So this check,
this checkbox will be disabled.
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All you need to do to enable the workflow
in its default and most simplified form
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is to make sure that checkbox is turned on
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and then click Save.
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So the default approval workflow
configuration is now available
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on your storefront.