Approval Status

What is an Approval?

In DecoGro, an approval can be used anytime you want your customer to sign and approve an order. Your customer can electronically sign to approve a quote, artwork, or the order as whole. By using approvals, you make sure that you and your customer are on the same page and avoid any potential miscommunication.

To learn more about requesting approvals, Click Here. To learn more about setting up approval types in the admin settings, Click Here.

What is Approval Status?

The approval status tells you what stage an approval is in for that specific order. You can see the approval statuses inside of the orders table and at the top of the order overview page.

There are four approval statuses:

• **Blank **If an approval status is blank on the orders table, that means that the approval type has not been requested for that order. This approval type will not be shown on the order overview page since it has not been requested.
• **Pending **The pending status means the approval has been requested, but the customer has not approved or declined the approval yet. The status will show as pending on both the orders table and the order overview page.
• **Approved **The approved status means that approval was approved by the customer or manually approved by a user. The green approved status will show on both the orders table and order overview page. The approval is final and cannot be changed by the customer. If you need to reset approval status, just request the same approval type again and the approval will go back to pending.
• **Declined **The declined status mean that the approval was declined by the customer. When the customer clicks Decline, the custom can enter in a reason for declining. This reason will be emailed to the order owner and can also be viewed in the activity log. If a customer declines an approval on accident, they still have the option to go back and click approve. If you’d like to reset the approval to pending, just request the same approval type again.

What If I Don’t Need an Approval on an Order?

It recommended to always get approval on orders, even if it is a reorder. However, there may be instances when you don’t need an approval on an order or want to skip a particular approval type. In this case, if you never request the approval, then the approval status will remain blank on the orders table, and it will not be shown on the order overview.

For example, some users have a Pickup Approval where their customer signs that they picked up their order. If you are shipping out an order, you wouldn’t need to user this approval type on that order.