Approval queues

Before you begin

• Permission for the specific approval queue.
• The request reason and the related order or customer record.

How to use it

1. 1

   Choose the right queue

   Open the approval type, such as customer discount, order discount, line item, refund, reprint or dispute.

2. 2

   Review the evidence

   Open Review request and inspect the proposed change. Follow the order or customer link when you need more context.

3. 3

   Make a decision

   Use the available approval or rejection action for that request. Check amounts and explanations before confirming.

4. 4

   Verify the outcome

   Refresh the queue and reopen the related record. Confirm that the request status and intended result agree.

Screen walkthrough

Select a screenshot to zoom in. These are actual platform components using fictional example data.

Explore this screen

01Approval queues expose the request details and links to the related record.