Vendasta’s order management system is designed with flexibility in mind. With a range of configuration options and permission settings, you can tailor workflows to suit your team’s needs and ensure appropriate access across roles.
To access Order Configurations navigate to: Partner Center > Administration > Order Settings.
What You Can Configure in Order Settings
Workflow Step Configuration (for Salespeople)
- Remove the Terms and Conditions when resending orders for customer approval.
- Allow edits to order forms until activation.
- Require salespeople to complete all fields before sending an order.
- Prevent salespeople from selling standalone products on opportunities and orders.
- Prevent salespeople from adding tags to orders.
- Allow customers to send an order to admins directly from the Store.
Salesperson Submit Actions
- Allow salespeople to submit orders directly to admins.
- Allow salespeople to charge saved payment methods upon order submission.
- Allow salespeople to send orders to customers for approval.
- Orders sent for approval can also accept payment.
Admin Submit Actions
- Admins can bypass the approval workflow and activate orders instantly.
Default Content
- Add custom forms to every order for internal use only. These fields are not shared with vendors.
Customer Terms of Service Configuration
- Customize the Terms of Service that appear when sending an order for customer approval.
Email Notifications
- Contract Awaiting Approval – sent to customers.
- Order Processed
- Order Declined
Permissions and Access Levels
Salespeople
Sales users have the ability to:
- Create and send orders.
- Archive draft orders.
- Edit orders until submission.
- Request cancellation.
- Resubmit declined orders.
- Instantly charge or send orders for approval (based on settings).
Admins without “Can Manage Orders” Permission
- Have the same access as salespeople.
Admins with “Can Manage Orders” Permission
In addition to salesperson capabilities, they can:
- Approve, decline, and cancel orders or cancellation requests.
- Activate and archive draft orders.
- Edit submitted orders up until activation.
- Enter CC emails and charge instantly (when using Vendasta Payments).
- Send for customer approval with payment (when using Vendasta Payments).
Admins with “Can Manage Marketplace” Permission
- Gain visibility into wholesale pricing and summaries on orders.
Admins with “Can Manage Company Billing” Permission
- Can enter a company credit card if none is present on the order.