Set up agent order approval

Sales Rep and Agent Order Approvals in Brandscope allow Suppliers to require Retailers to have their orders reviewed and approved by an assigned Agent or Sales Rep before the order is submitted to their ERP system. This feature requires activation by a Brandscope Account Manager. Once enabled, approval rules can be configured per Brand and Release, and assigned at the Retailer level.

Watch the video below to see this feature in action, then follow the steps for your role.

Suppliers

To activate this feature, contact your Brandscope Account Manager. If you do not know who your Account Manager is, you can reach the Brandscope support team at admin@brandscope.com. Once you have been given access, follow the steps below. 

Settings to Configure:

1. Setup > Brands > Highlight the Brand > Edit. 

2. Brand Details: Select a Default Sales Person. If a Retailer does not have an Agent or Sales Rep associated this will be the person who is approving the order. 

3. Order Approval Settings: Here you can activate order approval emails and emails after approval. Simply enter the emails you wish to notify after activating. 

4. Click Save and Brandscope will notify you that your settings have been updated.

5. Setup > Releases > Highlight the Release > Edit.

6. Switch on the Order Approval Required switch. 

7. Click Save and Brandscope will notify you that the Release has been updated.

Assigning Retailers to Order Approval Rules:

1. Setup > Account & Shipping Codes. 

2. Select the Brand Retailer Settings tab and select the Brand. 

3. Under the Order Approval Rule heading you can set the Rule to Never means the Retailer's orders will never require approval; Always means the Retailer's orders will always require approval regardless of order value. Never or Always 

4. This Order Approval rule can also be a monetary value. For example, if you would like any order under $500 approved, you can type 500 here. 

Retailers

As a Retailer, if Agent Order Approval is set up you will see this when you are at the stage of submitting an order. 

1. A banner will appear at the top of the page explaining your order must be approved. 

2. A sales person must be selected to submit the order for approval. 

3. The order will remain a Buy Plan and the Retailer can edit this as much as they like. 

4. The Order Approval Status column will show the status of the order. 

Agent/Sales Rep

As an Agent or Sales Rep you will receive an email when an Order is awaiting your approval. 

1. Simply click review order on the email received. 

2. You have the option to edit the order and either Accept or Decline it. If you Decline the order, the Retailer will be notified and the order will return to Buy Plan status for revision. 

3. Once the order has been Approved you can click Submit and it will go through to the ERP system.