Custom orders go through two stages of approval; quote and design approval.
While the final design stage is approved by the submitting user, quotes require approval from the nominated approver on file.
Please note, approvers are assigned and managed by SGWS. Any questions or requests on approvers should be directed to SGWS Service Now Team.
How Will I Know an Order Requires My Approval?
When required, an email will be sent to you directly confirming that an order requires your approval with a link to the Order Management Site.
How Do I Approve the Quote?
Once in the Order Management site, you will be able to locate the order by entering the order ID in the relevant field. Once found, click on the order to open up the 'Order Details' page.
Approvers should review all details, including the quote before making a decision.
Please note, no design will be available at this time as design is only started once approval is given for the quote.
Once ready to approve, simply click on the blue button at the top right-hand corner (shown below).
Select 'Approve Order' from the dropdown for each order that you'd like to approve. Then, click "proceed to review" to confirm the changes.
The order will now be entered into the design queue and no further action is required.
How Do I Reject a Quote?
After you have located the order, proceed to click on the 'Approve/Reject' button at the top right-hand corner (shown above).
Deselect the 'Approve Order' Checkbox to show the following window.
A rejection reason is required to reject the order. Once you are ready, click 'Reject'.
The submitter will receive a notification that the order has been rejected and the reason provided. The order will be placed back to drafts for them to make any necessary amends before submitting again for a re-quote.