From any List or Order Detail page you can select the Make a Decision button.
In the popup choose one of three options:
Approve an order — choose approve if you would like to approve the order. You may also add a label and a note.
Cancel an order — choose this option to cancel the order. A list of cancellation reasons will appear. Choose one of these reasons, or leave the default as Payment Risk. You may also add a label and a note.
Move an order to a Workflow — choose this option to move the order to a different workflow. A list of workflows will appear. Choose the workflow that will receive this order. Optionally, choose a label by clicking into the field to see a list of available labels.
You can also add a label or a note to the order so that you can let your team know why you made the decision you did.
Comments
0 comments
Please sign in to leave a comment.