Summary
Referred Orders are orders that have a Deal or Discount applied even when the deal criteria has not been met.
Orders can also be manually referred by the user for the Manager/Admin to accept/decline.
Steps
- Click on the Held - Referred status.
- Approve or Decline the order in the Referral popup.
You have the option to enter Manger Notes if desired.
- If the order is approved, the order will be updated to Pending and Sent when the Order Generator runs.
If the order is declined, the status will be updated to Held - Refer Declined and the user who took the order will be advised to make changes and resend the order.
