Approving orders are done through your Orders Dashboard page for an Active Events. First, you must log into your account. See below our step-by-step process, to guide you on how to successfully approve your orders.
This article covers:
- How to Review an Orders Pending Approval
-
How To Approve an Individual Order
- Need to modify the order before approving? Check out this help article.
- How to Bulk Approve Orders
- How to Decline an Order
*Please note: these are screenshots for demonstration purposes only.
How to Review Orders Pending Approval
Select My EventHub in the dropdown menu on the top right side of your page.
Click on the Access Orders Dashboard button for the event you would like to approve orders.
Click on the Pending Approvals filter link under the 'Submissions' column, on the Manage Submissions page. Note: if there is a 0 next to pending approvals, there are no orders to approve.
This will filter your view, so the only orders displaying are those pending approval. Scroll down to the Orders section with the list of orders pending approval.
Friendly Note: Please make sure you check all orders' profiles and requested purchases first before approving them.
To review the order's application, click on the profile name.
Screenshot for reference:
This will open their profile and application for you to review. Once you review, navigate back to the dashboard to Approve or Decline their order. Example Profile Screenshot below:
After reviewing their profile and their requested purchases decide if you will Approve or Decline their order.
➡️ If you'd like to accept them, but modify their order (for example change their booth type, booth quantity, or booth price), you can modify their order. Modifying their order will automatically approve their order and send the order changes over to them for their acceptance. Learn how to modify an order here.
Approve the Order
To approve the order, click on the "Needs Approval" status and click "Approve."
You will receive a pop-up window asking, "Are you sure you want to approve this order?" select Approve to approve the order.
That's it! The order should now show as a status with "Approved" and then their payment status (Needs Payment or Paid).
A notification message will be sent to the Exhibitor of the approval and requesting payment if not paid already. Be sure to check out these sections in finalizing your vendor's order submissions:
How to Bulk Approve
To approve multiple orders at once: check the box next to orders you would like to approve.
If you would like to approve all orders in your current view, you can check the Select All box, located in the top left section under Submissions (be sure to note the total number of orders in "Selected" aligns with your expectations).
Once boxes have been checked, click the Bulk Action button.
To approve the orders select Approve Order option in the dropdown menu
How To Decline an Order
After reviewing the order, if you decide you will not accept them, please decline their order. If you are sold out, please be sure to decline any orders that are still pending approval to not leave vendors in limbo.
You can follow the same steps as above to Approve an order, except select Decline order.
Once you select, Decline Order you will be presented with this pop-up to enter your reason. Please share a clear and concise reason for rejecting the order. This will be included in the order declined notification message to the participant.
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