Docs

B2B Order Approval

Review wholesale and company orders before you take payment or ship. Chosen roles, payment methods or large orders go through approval.

  1. What the plugin doesWholesale and B2B stores often cannot accept an order the moment it is placed. Prices need a check, stock needs confirming, credit…
  2. What buyers seeApprove then pay: a buyer whose order needs approval sees "Send order for approval" instead of the payment methods, with a short…
  3. Setting it upNothing changes when you activate the plugin. Open WooCommerce, Settings, Order Approval when you are ready. Choose the workflow. Use Approve then…
  4. Reviewing ordersThe Awaiting approval filter, the Approval column and quick Approve and Reject buttons on the orders list. The Orders menu shows how…
  5. Statuses, emails and stockStatus Meaning Awaiting approval The order is waiting for a decision. Downloads stay locked. Approved Approve then pay: approved and waiting for…
  6. SettingsApproval Setting What it does Enable Master switch. Off by default. Workflow Approve then pay, or Pay then approve. Apply to All…
  7. Pro: approval rulesUnder WooCommerce, Settings, Order Approval, Rules you build rules from conditions. Rules are checked from top to bottom and the first one…
  8. Pro: company accounts and spending limitsWooCommerce, Companies: members with their roles, manager approval and spending limits. Add customers by the email of their store account as Owner,…
  9. Pro: approval chains and the dashboardThe approval chain on the order: company manager and store team done, finance next. Lines can be rejected while approving. Each step…
  10. Pro: approve from the emailApprove and Reject buttons in the approval request email. Approval request emails to the store, company managers and chain approvers get Approve…
  11. Pro: payments, refunds and purchase ordersPayment window and reminders Approved orders that are not paid get reminder emails on the days you choose (2 and 5 by…
  12. Pro: settings and alertsWooCommerce, Settings, Order Approval, Pro. Setting What it does Days to pay Cancel approved orders not paid after this many days. 0…
  13. Install, requirements and FAQRequirements WordPress 6.2 or later, PHP 7.4 or later, WooCommerce 8.0 or later. Works with High Performance Order Storage and with the…