Configuration of Approval Process for Orders

Enabling the setting of the approval process for orders will allow you to manage the order approval workflow. You can send out an order approval email with all the details to customers, they can go ahead and add a comment and approve or reject the order.  When the customer approves or rejects an order, you will receive an email or SMS.

On the Admin Panel, navigate to Settings -> Orders Management

• Use Customer Approval Process: Select this option if you want to send the order confirmation e-mails to the customers.
• Email Recipients for Approval:  Enter e-mail address to receive a notification when the customer approves or rejects the orders.
• Email Recipients for Approval:  Enter phone numbers to receive a notification when the customer approves or rejects the orders.

• Click Save to enable Approval process for orders

Note: For order approval e-mails Althea uses the “Order Approval” e-mail template, which can be seen in Business location -> e-mail Format -> Order Approval.

Order Approval Header and Footer Setup

Order Header and Footer setup helps you to design order approval page with custom header and footer as per your requirement. You can specify the HTML content to appear in the header/footer of Order Approval page. You can also display static content such as a company logo or a banner.

Click the link to learn how to customize Header and Footer of Order Approval page.

Order Approval Header and Footer Setup