Hold Orders

Orders that are in the Approve Orders section can be moved into the Hold Orders section by clicking on the Hold icon. This is simply to move it out of the approve folder, so it odes not accidentally get approved while you are awaiting more information on the order. From the Hold Orders window, you can proceed with one of the below actions:

Approve - click the approve button next to the order to approve, alternatively tick the orders to approve and click Approve button at the bottom of the screen. The order will then move to the next person in the approval chain for approval until it is fully approved.

Reject - click the Reject button next to the order to reject, alternatively tick the orders to reject and click Reject button at the bottom of the screen. When you reject an order the originator of the order will be notified by email with the comments on the order included. It's a good idea to add a comment why you rejected the order, so the person doesn't need to contact you about it unless you want them to. The rejected order will then move to the rejected folder where the originator can move back to their drafts folder, fix and send back for approval. Unfortunately, the approval process will need to start from the beginning again so everyone in the approval process is approving the same order.

Release - click the Release button next to the order to send the order back to the Approve Orders section.

Email - If you would like to email the originator questions about the order, click the email button next to the order for which you have a query. The email button uses your native mail client.