Introduction: Order Approval (02-08-05)

Overview

This selection is used to suspend/hold orders from being shipped until certain approval conditions are met.

You can manually add open orders to this selection, or you can use Tyler’s custom E-Commerce programming to automatically send orders to this selection and to interface with third party approval software (fraud identification, address verification, payment requirements, etc.).

Setup Requirements

On the General tab of Routing Preferences (02-08-90-02), specify the number of Reason fields, up to four, that you want to use. These fields are used to describe the criteria that must be met before the order is approved (e.g. fraud approval, address verification, payment requirement, etc.) and to set the status of that approval (Pending, InProgress, or Approved). You cannot print the Picking/Packing Sheets or ship an order until all of the reason fields set to ‘Approved.’

Special Notes

• If you are using Bulk Picking by Batch, you can add an order batch to the Order Approval process when unconfirming the order (in the Unconfirm Batch selection, 02-08-19-50). Please see the Unconfirm Batch section of this document for more information.
• History is kept for six months after the order is completely shipped.
• Order Approval does not replace or affect the Open Account Credit Hold approval process.
• This selection is a licensed option.