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.

How Do I Request Approval?

Your team can attach an approval request to an order from the order overview page. In top right corner of the order overview page, open the More Actions dropdown, and click Approval. In the approval popup, select the type of approval you'd like to request. Optionally, you can choose to send the approval request as an email. If you do not send the approval request email, then the approval request will be added to the customer invoice view, but your customer will not be notified. The approval types can be configured in the Admin Settings. To learn more about configuring approvals, Click Here.

Once, the approval has been requested, it will appear as pending on the order overview screen.

How Does My Customer Approve or Decline an Approval Request?

Your customer will be able to approve or decline the approval request from the customer invoice view. The link to the customer invoice view can be found under the More Actions dropdown. Also, if you sent your approval request via email, the email will contain a link to the customer invoice view.

On the customer invoice view, the approval request will appear in the top left. If everything looks good, your customer can click approve, and electronically sign their name. If something needs to be changed, your customer can click decline, and request changes. You will be notified of the approval or decline if you have these notifications turned on in your profile settings.

Once the approval is approved or declined, the status will change on both the invoice overview and the customer invoice view.

What are the Common Approval Types Used By Shops?

By default, your account will only have one approval type called "Artwork and Quote Approval". Most shops choose to use only this single approval type, and have a customer sign off on the entire order (Artwork and Quote) before the order goes into production. This is the simplest way to make sure you get approval on the order without adding too many steps.

Some shops prefer to have multiple approval types throughout the ordering process such as

• Quote Approval before starting on art or mockups
• Art Approval or Mockup Approval once mockups are complete
• Final Approval before production begins
• Pickup Approval confirming that the order is complete and correct at time of pickup

You can add a new approval type for any process or part of the order that you want your customer to approve!

Can I Manually Sign Off on an Approval Request?

Yes. In DecoGro, you can manually sign off on an approval. When you are requesting an approval, just click "Approve Manually" on the request approval popup.

How Do I Undo an Approval?

If something is approved on accident or needs to approved again for any reason, you can reset the approval by requesting the same approval again. Once you request the approval again, the approval status status will reset to pending.

What If My Customer Accidentally Declined an Approval Request?

If your customer accidentally declines an approval request, they still have the option to approve the approval request from the customer invoice view.

Please note, once a customer approves an approval request, they do not have the option to decline it. This protects you from a customer approving something and then changing their mind later. If your customer needs to make changes or stop an order after they have approved, they will need to reach out to you.

Can I Have Multiple Approval Requests on a Single Order?

Yes, you can have multiple approval requests on a single order, but each approval request must be a unique approval type. If you try to add multiple approval request of the same type, it will only reset the approval status.

For example, if you have an Artwork Approval and a Quote Approval, you can choose to request them at the same time, and your customer would have to sign off on each approval individually. In this instance, you customer may approve both request, decline both request, or only approve one of them.

Here is an example of what the public invoice view would look like with multiple approvals:

Where Can I Find More Details About an Approval or Decline?

One of the main benefits of using approval requests, is keeping a record of who approved an order and when they approved it.

On the order overview page, just hover over the approval status to see the name and time of the approval or decline

The name and time can also be found on the activity tab of an order. In addition, if an approval request is declined, you can see the decline reason by clicking "View Email". This is the same email notification that is sent to you when a customer declines the approval request.

To learn about Approval Statuses, Click Here.