Order Notifications - Orders - pending approval / OrderPendingApproval

Introduction

This article guides Seller Admins and Distributor Admins in understanding and configuring the Order Pending Approval notification event. It covers notification scenarios, webhook details, and UI settings to help you manage Orders requiring approval effectively.

In this article:

• What is Order Pending Approval notification
• Requirements for using this feature
• Order Pending Approval scenarios
• Notification settings in the UI
• Webhook

What is Order Pending Approval notification

The Order Pending Approval notification event acts as an alert that notifies you when there is an Order requiring approval. Thanks to this notification event, you are aware of pending actions that need to be completed to finalize an Order. By reviewing and approving or flagging Orders you receive notifications about, you can make sure that transactions are in line with the policy of your Organization.

Recipients:

• To: Seller Primary
• Cc: (optional)
• Bcc: (optional)

Requirements for using this feature

To configure Order Pending Approval notification event, you need the following:

• Access to Platform account
• Seller admin or Distributor admin role

Order Pending Approval scenarios

Your Organization gets an Order Pending Approval notification when your approval is needed so that a pending Order can be fulfilled.

Usually, such a situation happens when an Order requires a review due to credit checks or verifications (for example, when there are large transactions).

This notification event is also important in multi-tier approval processes that require approvals from a few approving Partners.

Notification settings in the UI

The Platform has settings that allow you to manage Order approval notifications:

• Orders - Pending approval (View) - the setting allows you to manage Order approval notifications
• Orders - Pending approval (Toggle On / Off) - the setting lets you turn on email/webhook alerts for Orders that require approval

Webhook

When an order requires approval, the Platform sends a webhook notification to approving partners. 

To learn more about the webhook body and check all fields with the description, see the Webhook Documentation.

Summary

The article provides comprehensive guidance for Seller Admins and Distributor Admins on managing Order Pending Approval notifications. It covers the notification purpose, requirements, scenarios, UI settings, and webhook details. Understanding these notifications ensures proper Order approval workflows and compliance with organizational policies.

Related Content

• Notification Settings
• Multi-Tier Order Approval