PRODUCT ORDER APPROVALS – APPROVER PROCESS 

ORDER LINE-ITEM APPROVALS: APPROVER ACTIONS 

After receiving an email notification that an ordered item needs an approval 

1. Log into the storefront. Navigate to My Account -> My Purchase Orders   
2. Select the tab Requires My Approval. This will show all orders pending approval. 
   
3. To the right of the order, select View.  
4. Customized products will display a Preview Proof button – click that to review the item. 
   
   • If the preview shows errors you wish to correct, go back to the Purchase Order review screen and click the Edit Document button 
   • This will reopen the template with customization. Make edits, then click Save and Return. 
   • Return to the My Approvals > My Purchase Orders > View (order) and then again review the Preview Proof to ensure your changes have been applied. 
     
5. Each item that requires approval will have a drop down in the Approval column. 
   
   • For each line item, select the appropriate Approve/Reject choice from dropdown. 
   • Rejections: if you deny an item, a pop-up window allows you to explain why the item was rejected – this text will show on the denial email sent to the user, so please provide info to aid them in submitting a future order successfully. 
6. Click Submit Review button to complete the order. 
   
   • If approved the user that ordered the item will get an email notification that the order is in progress 
   • If rejected the user that ordered the item will get an email notification that the item was rejected.  
   • When a purchase order had multiple line items with a mix of rejections/approvals, the final placed order will move forward for only the items approved.