Order Approval allows you to set up authorized managers to review and approve orders submitted by other website users at your company before the orders are sent to Steiner.

• The 'Submitter' can add items to a cart, but is only permitted to submit an order for approval. The 'Submitter' can not place an order directly.
• The assigned 'Approver' receives an email when an order requested by a 'Submitter' requires approval.
• The 'Approver' can review order details with options to Decline, Approve and Edit an order.
• Once the order is approved it is sent to Steiner for processing.

Important Note: The Order Approval process prevents an order from being sent to Steiner until the 'Approver' completes the checkout process to place the order.

Follow the steps below to manage Order Approval.

1. After logging into the website as a user that requires orders to be approved, add items to the cart.
2. From the 'Cart' page click the 'Checkout' button.
3. On the next page update all required Billing and Shipping information, then click the 'Submit for Approval' button.

A temporary Web Order Number is assigned and the 'Submitter' can visit the 'Order Approval' page to view all their pending orders.

The 'Order Approval' page can be accessed by hovering over the ‘Person’ icon in the header and clicking the ‘Order Approval’ link from the dropdown menu.

Upon submitting an order for approval, an email notification is sent to the assigned 'Approver' with the order request. The 'Approver' can click the link provided in the email to view the new order request or view all pending orders requests.

2. Submitter: Access Orders Pending Approval

The 'My Account' quick menu can be accessed by hovering over the ‘Person’ icon in the header. Click the ‘Order Approval’ link in the menu. 

Alternatively, you can access Order Approval by clicking the ‘Order Approval’ link in the lefthand navigation of the ‘My Account’ page.

After logging into the website, the 'My Account' quick menu can be accessed by hovering over the ‘Person’ icon in the header. Click the ‘Order Approval’ link. 

Alternatively, you can access Order Approval by clicking the ‘Order Approval’ link in the lefthand navigation of the ‘My Account’ page.

Note: clicking the link from an order approval request email will take you directly to the 'Order Approval' page. You may be prompted to sign in before being directed to the 'Order Approval' page.

You may use a variety of criteria to sort the list of orders pending approval. Click the 'Search Orders +' button to reveal search and sort options.

To access the details of an order pending your approval, click the 'Date' or 'Order #' link of the order.

On the 'Order Approval Details' page, click the the 'Decline Order' or 'Approve Order' button.

Note: To edit quantities, add or delete items on an order you must first click the 'Approve Order' button and then make adjustments on the subsequent 'Cart' page that renders.

• Choosing 'Approve Order' will add items to the Cart. On the 'Cart' page a message will display the 'Submitter's' email address for identification purposes.
  • Important: You must click the 'Checkout' button to proceed with placing the order. Approving the order alone does not send it to Steiner for processing.
• Choosing 'Decline Order' generates an email to the 'Submitter' informing the order has been declined by the 'Approver'.