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Order Settings

Configure how orders behave and what actions salespeople and admins can take. Partner Center → Administration → Order Settings.

What you can control​

Workflow step configuration (salespeople)​

Enable or restrict behaviors for sales users:

  • Configure workflow steps for salespeople
  • Remove Terms and Conditions only when resending an order for approval
  • Allow salespeople to edit order forms until activation
  • Require salespeople to complete all form fields before sending an order
  • Disable salespeople from selling standalone products on opportunities and orders
  • Disable salespeople from adding tags to orders
  • Allow customers to send an order to admins from a store page

Salesperson submit actions​

Control what salespeople can do when submitting orders:

  • Allow salespeople to send orders directly to admins
  • Allow salespeople to charge the customer's saved payment method when submitting an order
  • Allow salespeople to send orders to customers for approval
  • Orders sent for approval by salespeople can accept payment

Admin submit actions​

  • Admins can bypass the approval workflow and activate orders instantly

Default content​

You can add internal reference forms to every order.

info

Default content fields are for internal use only and are not visible to vendors.

Customer terms of service​

Set the terms of service that appear on an order when it's sent for customer approval.

Email templates​

Configure these customer-facing emails:

  • Contract awaiting approval
  • Order processed
  • Order declined