Approvals
- 04 Sep 2023
- 1 Minute to read
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Approvals
- Updated on 04 Sep 2023
- 1 Minute to read
- Print
- DarkLight
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You can define an Approval mechanism for all quantity changes OR new purchases made by your customer. This will ensure every purchase/quantity change from C3 will come to you for review and only when you approve will it be processed.
Define Seat Limit on Plan
In order to enable this, you need to follow the below two set of instructions:
Click on Sell Direct and Plans and access the specific Plan you need to define this limit on.
- Click on the last icon Seat Limits.
- You would now need to define a threshold by seat count for each product part of that plan.
Note:
- Set the limit as -1 to require approval for all the purchases/update seats
- Set the limit as 0 to allow purchase of unlimited seats
- Set a non-zero, positive number to define the threshold
- Once this mechanism is set, you will receive email notification and all transactions requiring your approval will appear in the “Approvals” section under Partner view
- Click on Submit to save the changes made.
Apply Seat Count Limit on Customer
Click on Sell Direct and Customers locate your customer.
Click on the Three Dots on the right-hand side and click on Customer Configuration.
Scroll down to locateSeat limit applicable and set this to Yes.
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