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Approvals & Workflow

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Approval Plan Rule based on Payment Methods

The main idea is to approve those payments that are made through a MISC such as 30, 45, 60, or 90 days payments of those made by Credit Card or PayPal accounts. All payments received on a site that goes through a MISC Payment Method will need app...
Antonio Rosania about 4 years ago in Pressero / Approvals & Workflow / Payments & Taxes / Users & User Groups 1 New Idea

Payment Method Specific Approval Plans

Allow creating approval plans that are based on the type of payment method chosen (i.e: only orders purchased with Open Terms/PO# require approval).
Katelyn Fletcher over 3 years ago in Pressero / Approvals & Workflow 0 New Idea

Snapshot to avoid complaints from dishonest users

We know Pressero is a safe platform and there's no chance of incorrect data is being placed in a product unless the user types it. But we already had situations involving dishonest users that said they didn't type some information that was printed...
Alisson Salles over 4 years ago in Pressero / Approvals & Workflow / General Settings / Misc / Products / User Interface 2 New Idea

Remove boss assignment from other Site User's accounts when Boss Site User is Deactivated

In a scenario where a Site User is setup as a "Boss" for another user it is possible that in the future this "Boss" Site User may be deactivated. Currently, when this happens if that Site User was designated to be a "Boss" for another user - that ...
Dave Voght almost 2 years ago in Pressero / Approvals & Workflow / Users & User Groups 0 New Idea

***Email Options to Order Change Status

Currently email notification option is either on or off for all the stages between "Order Received" and "Order Completed." This option needs to be customizable, there is no need for the customers to get multiple email notifications. When it is req...
Guest almost 2 years ago in Pressero / Approvals & Workflow 1 New Idea

approvals on accounts page or other page/tab on user side

It would be nice to be able to view my approvals in one place without needing to search for them in History. Some users may get a lot of approval requests and don't want to click links in all the individual emails. Having a list of the pending app...
Guest over 4 years ago in Pressero / Approvals & Workflow / Products 5 New Idea