Setting up Order Approval

Only administrators have the authority to set up or deactivate users and their spending limits. To access the order approval section, please log in with an administrator account and click on "My Account" in the header.

Click on "Order Approval Set Up" in the left navigation bar. From this link users can set up user roles and spending limits for all registered website contacts.

Note: Administrator access is required to set up this functionality. Please contact our eCommerce customer support team at 800-753-7970 or cust_service@mscdirect.com if you need to have administrator access established for your account.

Setting up Default User Roles and Assignments

As new members join your team, a default user role can be assigned. By setting the default roles and contact assignment, all of your new users will be ready to place orders.

Setting up Individual Users and Spending Limits

To set up individual contacts, select the edit button next to the user you would like to change. Once clicked, the "Edit Order Approval Set Up" window will appear. Select the role, establish the user's assignee and create a spending limit if necessary.

* For any user with a spending limit, a supervisor, buyer or administrator must be assigned. When users exceed their shopping cart spending limit, a notification will be sent to the appropriate reviewer for approval. Once the proper role and spending limit is established, shopping carts and orders will automatically follow the approval system that has been set up.

Shopping Cart User with Spending Limit

Users who place orders over their established spending limits will not complete the full checkout process. Instead the system will send their cart to their assigned buyer for review and approval before processing. Users can also add notes to the order if necessary.

After clicking "Send to Buyer," the order summary screen displays, letting the user know their order was submitted for approval.

Order Review and Approval (for Supervisors, Buyers and Administrators)

As a supervisor, buyer or administrator, users will receive an email notification when a shopping cart has been sent to the user for review and approval. By clicking the link in the email, they will be taken to the Pending Cart Approval page upon logging in.

From this page, they have the ability to add items from any pending cart into their own shopping cart and place the order. Simply click the checkbox to the right of the cart information and click the "Add Selected to Cart" button.

If a user would like to review cart details, reassign or reject the pending cart prior to placing the order, they should click the Ship-to Location to access the cart detail for additional information.

From here, users can add each or all of the items to their cart by clicking the checkbox to the right of the line item. They also have the ability to reassign the cart to another user or reject the cart. In either case, the requisitioner will receive an email letting them know what action you have taken. When all items from a pending cart have either been ordered or deleted, the cart will be removed from the Pending Cart Approvals page.

Notifications Settings

To update your Order Approval notification settings, click the "My Account" in the top right hand of the screen, then select "Preferences."

On the "My Preferences" page select "Notifications" on the left navigation panel.

Under the "Order Approval Notifications" section select how you would like to be notified.