Sample workflow for order submission and approval
The Aurora starter store supports a workflow in which a buyer submits an order and a Buyer Approver or Buyer Administrator approves the order. When the process is complete, the order is submitted for processing.
This workflow applies only to organizations that enables order approvals.
Step | Action | Role or actor | User interface that is used |
---|---|---|---|
1 | A buyer signs in to the store and places an order under the organization's business account. The buyer clicks the My Account link in the store header, opens the Order History page, and sees the order that is listed under the Waiting for Approval tab. | Buyer | Storefront |
2 | HCL Commerce sends an automated email notification to inform the Buyer Approver and Buyer Administrator that a buyer placed an order that requires approval. | Automated email message | Store email message |
3 | The Buyer Approver or Buyer Administrator signs in to the store, clicks the My Account link in the store header, and opens the Orders to Approve page. The Buyer Approver or Buyer Administrator approves or rejects the order. If approved, the order is submitted for processing. | Buyer Approver Buyer Administrator |
Storefront See the following store pages: |
4 | The buyer signs in to the store, clicks the My Account link in the store
header, and opens Order History page.
|
Buyer |