Order Approval

B2B customer organizations can use the order approval functionality to review orders before they are sent to merchants. The order approval includes two checks:

(1) Cost Center Approval
If an order is assigned to a cost center, it must first be approved by the cost center manager, before being routed to the user-specific order approval.

(2) User-Specific Order Approval
If there is a budget or an order spend limit defined for a user, the order must pass the user-specific order approval.

If there is neither a cost center nor a user budget/order spend limit involved, no order approval takes place.

Workflow

When an order is placed that requires approval due to a cost center assignment, the system sends an e-mail to the cost center manager prompting for approval. The cost center manager then approves or rejects the order.

After the cost center manager has approved the order and if the order additionally requires a user-specific order approval, the system sends an e-mail to all users with the Approver role, prompting them to approve or reject the order. Any approver can then do so.

Once the order is approved by all involved roles, it is finally submitted to the merchant.

Cost center managers and approvers see all orders that are subject to approval in their Dashboard and in the Approvals section of the My Account area. From there, they access the order and approve or reject it. When rejecting an order, cost center managers and approvers are prompted to give a reason.