SUPPORT HUB

Select category

Search

In order to follow this guide, you will first need to be logged in to your Codex account  


Being an approver of an account means you can control and authorise orders and budgets. There can be multi-tier approvals as well as approval workflows of order confirmation that can be set up on your account. If you do not have this facility on your account and you would like to have it set up, contact your account manager and we can have this arranged for you.


DEFINITIONS


REQUESTER 
The user that needs an order approved. Any user can be setup to have any other user approve their orders.

APPROVER

This is a standard approver. 

  • You can Approve or Reject orders.  
  • You cannot edit orders unless you are a super approver


SUPER APPROVER

This is a standard approver that can also edit orders. They can Approve or Reject. They can also edit orders

  • You cannot edit credit card orders 
  • You can edit orders on account
  • You can edit an order and then checkout 
  • You can can edit an order and then simply approve the order


EXECUTIVE APPROVER

This is a standard approver that can also approve other approvers orders

  • You can Approve Order
  • You can Can Approve or Reject
  • You can Edit Order
  • You cannot edit orders unless you are a super approver




HOW THE APPROVAL PROCESS WORKS


STEP 1: ORDER REQUIRES APPROVAL

Once a user places their order they will be notified that their order has been sent for approval. This user is now a 'requester'


Users can view all Order Approval requests via the Orders widget on their account Dashboard. Simply click the Awaiting Approval tab in Orders to see the status of order requests.



STEP 2: ORDER REQUIRES APPROVAL


An Order Approval email is sent to all approvers selected as an approver for a 'requester'. When an Approver wishes to review an order request they will need to navigate to Orders on their account Dashboard then click the Awaiting Approval tab. 


After selecting an order to view, the approver will have an option to 'Accept' or 'Reject' this order. Once an order is approved the status of the order will change to 'In Progress'. This is status will also update for the requester.



  • If an approver is not selected or the order is beyond any of the approvers settings of all of the approvers this email is sent to the Account Admin set for the account. 


  • If an Executive Approver is selected, once the previous approver has approved the order, the executive approver will receive this email.


  • Once the order is approved it will immediately be processed. 


ORDER NOT APPROVED

In the case that an order is not approved, an update email will be sent only to the requester who's order was rejected








Online Guides category