Setting up Order Authorisation on Horizon Web
This lesson will show you how to setup autorisation if you have Horizon web users who require their orders to be approved by a supervisor / manager if they attempt to spend over a certain limit or purchase goods off contract.
On the relevant Trader
1. Select Contacts
Set up user
The contact should be setup for web ordering
1. Select Web
2. Allow Web access & select a password, see the lesson on basic setup for more details
3. The users authorise access level should be set to none
1. Within the web tab select Authorisation
2. Tick the enable spend limit autorisation tick box
3. Enter the Spend Limit Per order
4. Optional Setups, Non Contract Items require authorisation means anything not in a CONT type transaction will need to be authorised.
Authorise By Department allows for Authorisation per customer department
1. Enter in the Authorisor, this must be an existing company contact
2. Enter in a CC address if you wish, this allows another person within the organisation to authorise orders as well, for example in the event of the main authoriser being off
Manager Setup
The Managers setup only differents from basic setup by giving an Authorise Access Level
1.
None = Cannot Authorise
Self= Can authorise own orders (not commonly used)
Department = Can Authorise orders for their department
Trader= Can Authorise orders for entire company
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