Workflow Set-Up and Editing

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The Order Management dashboard allows you to establish and edit user limits, configure the flow of orders to approvers, apply settings to multiple users, update global limits and enable a final review step in the workflow.

Approver: A user that is assigned with an approval limit < $.01. Users that initiate an order cannot approve their own orders in the workflow.

The reviewer can perform most of the same actions as the approver, except make changes that affect the subtotal of the order (add, remove or change products). The reviewer can change an address, payment, shipping labels or delivery method. The reviewer can also approve, return or deny an order. If Review is enabled on the account, all orders exceeding user spend limits and all KeepStock® Inventory Management orders must be approved and reviewed prior to fulfillment.