Docs B2B Order Approval

Setting it up

Nothing changes when you activate the plugin. Open WooCommerce, Settings, Order Approval when you are ready.

  1. Choose the workflow. Use Approve then pay when prices, stock or credit need a check before any money changes hands. Use Pay then approve when you only need to check the order before it ships.
  2. Choose who needs approval: all customers, guests, or selected roles such as Wholesale customer.
  3. Optionally narrow it down to orders above a total, or (Pay then approve) to chosen payment methods such as bank transfer or cash on delivery.
  4. Keep shop staff under “Never for these roles” so orders they place for customers go straight through.
  5. Pick the statuses after approval and rejection, and whether stock is reserved while an order waits.
  6. Tick Enable and save. Then review the four emails under WooCommerce, Settings, Emails.
WooCommerce, Settings, Order Approval.
An order needs approval when it matches every condition you set. Leave a condition empty to ignore it.