Enable or disable order approvals

Order approval settings are defined at the account level and apply to all contacts within the account.

This section applies to Open Storefront Framework (OSF) and Storefront Classic.

The order approval feature can be enabled or disabled either in the administration interface or on the storefront, but not both. If you configure the order approval settings from the storefront, the corresponding settings in the administration interface become read-only.

Note: This section describes how to enable or disable the order approval feature when you set a purchase limit in Commerce. To set upCommerce the order approval feature using the Order Approval webhook to integrate with an external system, see Enable Order Approvals.

Order approvals can only be enabled if at least one contact in the account has the Approver role. See Manage approvers for an account for details on how to assign that role. When order approvals are disabled, the change only affects new orders. Existing orders that require approval continue to require approval.

To enable or disable order approvals in the administration interface:

1. Click the Accounts icon.
2. Select the account to be modified.
3. Click the Approvals tab.
4. If you are using multiple sites, select the name of the site. Approvals are site-specific.
5. If you are using an external approval system, select the Use external service to determine approval settings check box. Note that when this option is selected, the default Require Approval option is disabled.
6. Enable the Require approval option and set the purchase limit above which orders require approval. See Understand the purchase limit for order approvals for more details.

Before you can enable order approvals from the storefront, you must set an option in the administration interface that gives control of the order approvals setting to the storefront administrator. Note that when you set the option, the order approvals settings in the administration interface become read-only.

To enable or disable order approvals in the storefront:

1. Click the Accounts icon.
2. Select the account to be modified.
3. Click the Approvals tab.
4. If you are using multiple sites, provide the name of the site, as approvals are site-specific.
5. Enable the administrator at the account can manage approvals option and click Save.
6. On the storefront, log in as an administrator.
7. Click the My Account link.
8. Click the Order Approval Settings tab.

   Note: The Order Approval Settings tab must be configured on the storefront before you can use it and it also may use a different name if your implementation team chose to use a different one.

9. Enable the Require Approvals option and set the purchase limit above which orders require approval. See Understand the purchase limit for order approvals for more details.