To approve multiple orders at once, check out this Bulk Approval article. To approve individual orders, refer below.
Applicable to:
Accessible by: Standard & Admin users
1) iOS, Android
a) Standard Method
1. Look for the orders that has the status "Needs your approval" on the home screen of the app, i.e. the Orders tab. Tap into the order.
2.In the Order details page, tap on the Approve button to approve and send the order to the supplier.
3. Alternatively, tap the Edit button in the Order details page to edit the order details such as delivery date, items, item quantity, promo code, or the notes at the "Add special request" field. Tap Save and approve to proceed with the approval and to send the order to the supplier.
4. Tap Done at the order confirmation screen to complete the process.
5. For order rejection, choose the reason for rejection, follow by "Confirm rejection".
b) Nifty Shortcut
1. Look for the orders that has the status "Needs your approval" on the home screen of the app, i.e. the Orders tab.
2. For Android, swipe right to approve.
3. For Android, swipe left to reject.
4. For iOS, swipe left to view the approval options. Tap on either "Reject order" or "Approve order" to perform the indicated action.
5. For order rejection, choose the reason for rejection, follow by "Confirm rejection".
2) Buyer Hub
1. At the Orders tab, look for the orders with the status "Needs your approval" and click into it.
2. Alternatively, go to the "Needs approval" tab at the top of the page, and click on the "Review" button.
3. At the order detail page, click on either "Approve", "Reject", or "Edit & Approve" button at the top right of the page to perform the desired action.
4. After approval, you will end up on this page. You can either go back to the order page or place a new order by clicking on the buttons below.
5. For order rejection, choose the reason for rejection, follow by "Confirm rejection". You can also select the checkbox, "Create repeat order" in order to place a new order from the order being cancelled.