Stock Authorisation
- James Leeson (Unlicensed)
You can set a stock authorisation level on a stock item which forces an administrator to approve an order before it can proceed. This page details how to setup stock authorisation limits and how the process works from the customer raising the order to the administrator approving the order
Setting an authorisation limit
See ‘stock > stock levels’
Find the item you want to add an authorisation level and click the name of the item to edit it
Click the details tab
Scroll down to the ordering section and see authorisation level
Set the amount of units the customer needs to order before it requires authorisation
Click save
Authorising orders
The customer places an order that requires authorisation
See ‘stock > stock orders’
The order will appear with the status ‘awaiting authorisation'
Click ‘authorise’
You can choose to approve or reject the order. If multiple items need authorisation you can choose to make a decision later
Authorising the order allows it to proceed an email is sent to the customer informing them the order is authorised