Blog: approvals

Order Snapshot and Approval Thresholds

We’ll keep this one brief: We’ve just added a groovy order overview to your dashboard when you log in to manage your company store. Whether your store is high-volume or just gets a few orders per week, we think you’ll love this feature.

storeBlox CS Order Snapshot dashboardThe new Order Snapshot shows you the ten most recent orders in your store. Now you don’t need to dig into Order Management to get a quick overview of your most recent orders. You can see order amounts, names and emails at a glance.

If you’re ready to take action on an order, just click “Go to Order Management” and you’ll be taken directly to manage your orders.

Approval Threshold

Also live this week in your store is a new approval feature: Approval Threshold. storeBlox CS has always had some of the most powerful order approval and routing features in the industry, including the ability to route individuals or groups to specific approvers and even trigger approvals by payment methods.

storeBlox CS Company Store approval threshold

Approval Threshold expands on this by enabling you to set a dollar value to require approval. Anything below the threshold will be processed as normal, but orders that exceed the threshold will be routed to an approver. That way small purchases can proceed without approval delay, but big orders will be routed for review.

You can set different threshold amounts for different payment methods (other than credit cards, which never require approval). Approval Threshold is live in your store today in the Payments tab.

New storeBlox CS Feature: Global Approvers

Let’s say you want to require approvals for certain payment methods in your company store – for instance, when a buyer wants to use a purchase order instead of a credit card – but the user account isn’t already in place. Previously, the only way you could enforce approvals on payment methods was to set up the buyers and assign approvers to them.

Global Approver Feature for storeBlox CS

Global Approvers can approve any user for specific payment methods

No more. Now with storeBlox CS, you can make any payment method require approval for any user at all – no need to set up user accounts and approvers. If you need specific users and assigned approvers – say, Jenny in Sales needs all her purchases against a marketing budget approved – you’ll still want to use the standard method. But if you just want to make sure that anyone who comes to the store and wants to use a purhcase order goes through an approval process, then this new feature is for you!