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.


  1. Click on the Held - Referred status.

  2. Approve or Decline the order in the Referral popup.
    You have the option to enter Manger Notes if desired.

  3. 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.