MOAS for Order Approvals – Bright Stores

This Bright Sites tutorial shows you how to set up MOAS - Manager Order Approval System for your store.

MOAS is a feature that requires Manager Approval for all or specified orders that come through the store. The users managers address is pre-loaded in the admin at the user level and you set the dollar amount that triggers the order to require Approval. When the user places an order, the order is then sent to the manager for review and approval/denial of the order.

*** Please note ***

Unless Stripe Connect or PayPal is set up as the method of payment collection for credit cards, orders will bypass MOAS if any other payment gateway is used. Otherwise custom payment methods/account balance payments will not bypass MOAS.

IF your client has any email security systems in place, it's entirely possible that when they receive MOAS approval emails, that their email security system auto-approves/denies the order. More information on troubleshooting this can be found here.

Activate the MOAS Feature

You may need to first activate this feature.

Access the Features section.
Verify you are on the Features page.
For the MOAS option, toggle the Active button to on.

Configure MOAS for Individual Users

Access the user that requires an MOAS approver.

Access the Users & Groups section.
Click into the Users page.
Click the pencil (edit) icon for the user that needs an approver.

Set Up MOAS for User

Click into the MOAS section
Activation Amount - Orders equal to or over this amount will require a manager's approval. In this example, orders under $500 will not need approval and orders over $500 will need a manager's approval. If all orders need approval, no matter the amount, enter $0.00.
Approver's Email:
- Click the Plus Sign (+) to add an Approval Email address. Click the plus sign again to add multiple approvers.
- Enter the manager's email address into the Approval Email field.
Save - Click to submit changes.

Configure MOAS for a Group of Users

You can also configure a group level MOAS approver. When this is configured, all users in that group will have the same MOAS approver email. If user accounts have their own user level MOAS approver email setup, keep in mind that will override what is setup at the group level.

Access the group that requires an MOAS approver.

Access the Users & Groups section.
Click into the Groups page.
Click the pencil (edit) icon for the group that needs an approver.

Verify you are in the Group section. The lower half of the screen is for MOAS configuration.
Activation Amount - Orders equal to or over this amount will require a manager's approval. In this example, orders under $500 will not need approval and orders over $500 will need a manager's approval.
Approver's Email:
- Click the Plus Sign (+) to add an Approval Email address. Click the plus sign again to add multiple approvers.
- Enter the manager's email address into the Approval Email field.
Save - Click to submit changes.

Configure MOAS for Budgets

If the Budgets feature is activated in the store, you can configure MOAS approver email addresses to approve orders placed against Budgets. This also includes being able to upload or update the list of budgets with MOAS approver emails via .csv upload as well.

To add an approver to an individual budget

Access the Budgets page.
Click the pencil (edit) icon for the budget to add the approver to (not pictured here).
Click into the MOAS section.
MOAS Activation Amount - Orders equal to or over this amount will require a manager's approval. In this example, orders under $500 will not need approval and orders over $500 will need a manager's approval. If all orders need approval, no matter the amount, enter $0.00.
Approver's Email:
- Click the Plus Sign (+)to add an Approval Email address. Click the plus sign again to add multiple approvers.
- Enter the manager's email address into the Approval Email field.
Save - Click to submit changes for this budget.
Switch Budget - Use this drop down to toggle between budgets.

To add an approver to multiple budgets at once

If you are using the budget import or update template, you can input an MOAS email to approve orders placed against that budget.

MOAS Examples

What the Shopper Sees

When a user logs into the store and places their order, they are directed to the stores Thank You page, which lets them know that their order has been sent for approval and that they will receive a confirmation email when the order is approved/denied.

What the Approver Sees

Once an order has been submitted for approval, the designated approver/approver's will receive an email that looks just like the order email that the shopper receives containing the full order details; but this email will ALSO contain 2 buttons that allow the designated approver/approver's to either Approve or Deny the order as shown below.

To approve/deny via the order email:

To Approve an Order - Click the Approve Order button and an Order Confirmation Email will be generated for the approver and the shopper.
To Deny an Order - Click the Deny Order button. The shopper will get a denial email. No email will be generated for the MOAS approver but they will receive the message below.
- "Thank you for denying this order. If you’d like to e-mail the user with any additional information, please click here:

To approve/deny an order via the Orders tab in the control panel:

Navigate to the Orders Page.
The order will be in a status of "MOAS Pending".
Click the pencil (edit) icon for this order.

Verify you are in the Order Details section.
Click the Approve button to approve the order.
Click the Cancel Order button to deny the order.
Click Save to submit changes.