Quick Instructions � Approving Orders

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Approving Orders



   �   Go to: http://www.schoolspecialtyonline.com

   �   Enter your user name and password in                      at the bottom of the page.



To Approve/Deny orders

       � Click “Approve Orders� from your left or center menu

       � Select the orders you wish to affect, and:

       � Approve: Approves the order to the supplier or to the next level in the approval workflow.

       � Deny: Denies the order from being submitted to the supplier. Requires the approver to put in comments

          to explain why the order is being denied. The originator is notified via e-mail and may copy the order into

          a new order, make the necessary modifications, and resubmit.

       � Modify Header: Allows approver to change the Attention To, PO/Reference Number, Budget Code,

          Shipping Addresses, and Shipping Dates on all selected orders.

       � Confirmation password is the same password used to log in.



       Note: When modifying the header on multiple orders, leaving fields blank will retain their current order

       information.



To modify the lines on an order pending your Approval

      � Click on the order number you wish to modify.

      � Select Modify Lines.

      � Add, modify or delete items as necessary.

      � When finished, click “return to order summary�.

      � You can then “Approve� or “Deny� the order, “Modify the header�, or return to the approve orders menu.



       Note: You cannot modify or approve orders that are not in your Approve Order status or are waiting approval

       at a different level of the organization.



To locate an order that isn’t in your approval pending folder

        � Click on “View My Associate Orders� status from your left menu.

        � Select “Advanced Search�.

        � Fill in any information you may have about the order.

        � Select search.

        � Your results will be displayed at the bottom of the screen.



To Copy an order

      � Locate the order that needs to be copied.

      � Click on the     icon, to the right of the order total and print icon.

      � This will copy the order into a new order, issue a new order number, re-price the order, and allow you to

          update the order and resubmit it.



               Questions? Call our Toll Free Online Support Department at 800-513-2465 ext 2.