How do I approve or decline an order awaiting approval?

Based upon your business rules, you  may need to approve orders that a marketer has placed.   You will be notified by email when an order is in awaiting approval status.

Step 1 The email notification

You will receive an email notification when an order is in Awaiting Approval Status.  The email lists:

  • Customer: who placed the order
  • Account: your account
  • Marketer: the Marketer whom the order is for
  • Order ID: of the order to be approved or decline
  • PO Number: the PO assigned by the person who placed the order
  • Order Date: the date the order was submitted
  • Record Total: the number of records in the order
  • View: this link will redirect you to review the order

 

Step 1 The email notification

Step 2 On the Home page

1. On the Home page, click the Administration tab

2. Click the Orders Awaiting Approval link

Step 2 On the Home page

Step 3 On the Orders Awaiting Approval list page

1. Select the order that you want to approve by hovering your mouse on the record under the Actions header

2. Click the Actions gear that displays

Click View

Step 3 On the Orders Awaiting Approval list page

Step 4 On the Orders Awaiting Approval/Order page

1. You may review the criteria used to create this order by clicking the View Details link

2. You may approve or decline the order. by clicking the blue approve or decline buttons displayed in the upper right corner of the screen.

 

Step 4 On the Orders Awaiting Approval/Order page

Step 5 Confirm your decision to Approve or Decline the order

Once you have clicked either the Approve or Decline buttons, one of these confirmation messages will display asking you to confirm your decision.  Click Ok to continue processing the order or click Cancel to change your decision.

Step 5 Confirm your decision to Approve or Decline the order

Step 6 Return to the Orders Awaiting Approval list page

Once you have clicked OK, you will be redirected to the Orders Awaiting Approval List page.  The order you just approved or declined will no longer display in this list.