AutoApprove: PO Draft Orders vs Quick Approve

• Orders - Other

• Orders - Other

• English

• English

Wholesale buyers send purchase orders as PDFs, emails, spreadsheets and photos, so someone retypes every line into Shopify. AutoApprove reads the order, matches each line to your products, and builds a draft order in seconds. Flagged lines are highlighted so you can fix them in one click. Corrections are remembered per customer, so repeat orders match automatically.

We allow merchants to manage which orders get refunded based on workflows. Essentially, the admin can decide if an order is at a certain dollar amount or includes a specific SKU whether or not it requires admin approval. The agent would submit the refund request and the approval would go to an admin. Similarly for Draft Orders.

• Reads purchase orders from PDF, email, Excel, CSV and photos
• Matches each line to your products and flags anything uncertain for review
• Remembers your corrections per customer so repeat orders match automatically
• Attaches the matching B2B customer or company so their terms carry over

• Approve orders in seconds with our streamlined one-click approval system.
• Set up intelligent rules based on order values, product SKU, or custom criteria.
• Automatically process refunds and draft order approvals based on rules.
• Maintain oversight and control with approval workflows for your CX team.