Settings and plans

Sales that wait for an approver

You'll set up approval so sales your staff save wait for an approver before they change anything. Every decision is kept in the sale's Approval log.

  • About 3 min
  • 5 steps
  • From the Business plan

Step by step

  1. Turn on Approval before launch

    Go to Settings → Promotions → Team approval and turn on Approval before launch.

    A drawing of the app's screen, with its real labels.
  2. Choose who approves

    Under Who approves, the store owner always approves. Add staff who have opened the app once.

  3. Staff save a sale

    A sale saved by someone who isn't an approver, from the sale form, Plan the month or Slow stock, gets Pending approval and changes nothing in your store.

  4. Approvers are told

    Approvers see it on Sales in Needs attention, and get an email when the app can send emails.

  5. Approve or return it

    On the sale's page, Approve starts it on its dates, or right away if its start has passed. Return with comment sends it back to be edited and saved again.

Tips

  • Every sale's page has an Approval log: who sent it, approved or returned it, when, and the comment.
  • On any plan, Require approval in the sale form makes one sale wait for your Approve.

What to check

  • Waiting sales show Pending approval in the Sales list.
  • A waiting sale's Buy more, save more deal waits with it.

Common mistakes

  • Waiting for a staff member to appear under Who approves before they've opened the app: the app learns who people are only when they open it.
  • Expecting a pending sale to start on time without approval: nothing changes until someone approves, even after the start time.

The plan you need

From the Business plan

Team approval is on Business. On other plans the switch is locked.

Your questions

What can only approvers do?

Approve, Resume, change a running sale, move an approved sale on the timeline, put a product back into an approved sale and change Team approval.

Does the app read my staff list?

No. Shopify tells the app who is using it, so staff appear under Who approves after they open the app once.

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