Docs B2B Order Approval

Settings

Approval

SettingWhat it does
EnableMaster switch. Off by default.
WorkflowApprove then pay, or Pay then approve.
Apply toAll customers, guests only, or selected roles.
Selected rolesRoles that need approval when Apply to is Selected user roles.
Never for these rolesRoles that always skip approval. Administrator and Shop manager by default.
Only for these payment methodsPay then approve only. Empty means every method.
Only above this order totalEmpty means orders of any size.
Status after approvalPay then approve only: Processing, On hold or Completed.
Status after rejectionCancelled or Failed. With Failed, WooCommerce also sends its failed order email.
Reserve stock while waitingApprove then pay only.
Remove data on uninstallDeletes the settings. Approval history on orders is always kept.

Customer experience

SettingWhat it does
Approval option nameThe name of the option approval buyers see at checkout.
Checkout noticesOne text for each workflow.
Approval timelineShow the steps on the thank you page and in My Account.
Customer can cancelLet buyers cancel while the order waits for approval or payment.
Require a reason to rejectStaff must write a reason, which is sent to the customer.