Overview
This feature is part of the Advanced Order Entry Tools bundle and currently requires CIMcloud to do some addition set-up to prevent orders from flowing directly into the ERP, to display lifecycle stages on the Online Orders page and to add the ability for Online Orders to be approved so they flow into the ERP. If you would like this functionality and have purchased this bundle, contact CIMcloud for the additional set-up.
The purpose of this feature is to hold orders placed on the CIMcloud platform and not sync them directly into the ERP. Someone will have to review the orders in the worker portal and approve them prior to them being available to be imported into the ERP. The default is that the user placing the order is unaware of any approvals. If you desire any additional messaging to the user let CIMcloud know. This process does not impact the sending of the order Confirmation Email which will send as normal after the user places the order and is not held as part of the approval process.
What a CRM Worker Sees
A CRM worker will see options for reviewing and updating the order through the Online Orders pages
What an Admin Worker Sees
An admin worker will not see anything different
What a Customer Site User Sees
A customer site user, the user placing the order, will not see anything different