Picture of Approval requirements on a product level | BG_041

Approval requirements on a product level | BG_041

Here, we will see how to enable and configure the approval workflow on individual products.

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Here.

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We'll see how to enable and configure the
approval workflow on individual products.

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So the first thing we need to do

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within the workflow Settings
page is to activate the

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what is currently the second setting down
so per product approval settings enabled

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and then make sure we hit save.

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So this will override any customer
level approval workflow

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that we've discussed
in previous tutorials.

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Next, we want to navigate
to the product management

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screen.

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Then we need to identify the product

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or products that require approval
and then click edit.

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Next to that particular product.

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From here there will be a new tab.

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This appeared on your product details,
which is the approvals tab.

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So go over to this

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and then it's simply a case of checking

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that we want the requirements
of approval on this particular product.

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You can also
assign approvers to this product as well.

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So if you look a bit further down
the page, there's a section for approvers

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and you can select the approvers
that you want to apply.

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So that means anyone who orders

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this product will need it
to be approved by an approver.

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Make sure you hit both safe changes
to confirm this list

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and save at the top of the page
to save the entire product

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details.

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From the requestor,
the perspective items requiring approval

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will be indicated at several points
during the checkout process

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and it will also be indicated
in the orders page.

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Once that order is sent off for approval.

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So you can see, for example, in this case
that because I've only set one product

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to require approval, I've only got those
notes on the one product.

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If I go ahead and confirm that order

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and then view the orders page, I will see
within that order that one of them

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has immediately been ordered to bypass
the approval process completely.

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Whereas one of them is awaiting approval.

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From the approval perspective,
they will only see the order lines

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that require approval.

 

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