KCS EasyOrder

If you have a credit account with us and multiple online users, our inbuilt order approval option allows you to assign different user levels to your school or nursery colleagues, letting them submit and approve orders directly through our website.

This self-managed feature gives you control of who is authorising spending against budgets, and can be updated and amended at any time.

How does it work?

1. Account users with 'Purchaser' status build baskets on the website and choose an 'Approver' to check and approve each order.
2. The chosen 'Approver' gets an email alerting them that an order needs approving.
3. 'Approver' logs in, checks and approves or rejects the order for processing.

Easy!

Set up:

As account Administrator, create new users using 'Account Users' option in the 'My Account' area. You can assign the following user roles to new users:

• Purchaser - user can view products and account-specific pricing and use standard site functionality. They can build baskets and submit orders, but must choose an 'Approver' to approve their order for processing. They are able to pick any 'Approver' from a list of anyone assigned to the role.
• Approver - can place and submit orders directly for processing, and also has the ability to approve orders submitted to them for processing. When an order is places for approval the 'Approver' will receive an intiial email and then ongoing reminders, and can click to review. They can also use the 'Order Approval' option in the 'My Account' area, and select Approve or Reject under 'Actions' for each outstanding request as applicable.