Including Approval Engine to an Order Flow for Subresellers

To enable Approval Engine (AE) for subresellers, their billing order flow must include Approval Engine steps.

Note: If you have a different order flow configured for resellers and subresellers, include AE steps only to the one for subresellers.

To add Approval Engine steps to an order flow, you need to:

1. Create a copy of the default reseller order flow.
2. Update it to include AE steps.
3. Assign the copied order flow to subresellers.

Creating a Copy of the Default Order Flow

To create a copy of the order flow that is currently used by your subresellers, complete the following steps:

1. Log in to the provider control panel and switch to Billing.
2. Go to System > Settings, click Order Processing and then click All Order Flows.
3. Select the default order flow and click Copy.

Updating an Order Flow with AE Steps

To learn how to add AE steps to an order flow, contact CloudBlue Commerce support for assistance.

Changing an Order Flow for Subresellers

To change an order flow for an existing subreseller, perform the following steps:

1. In the provider control panel, switch to Billing.
2. Go to Operations > Resellers and select a reseller to update.
3. In the Account Information section of the General tab, find Order Flow and click Change.

4. Select the copied order flow and click Save to apply the changes.

   Note: If you need to update multiple subresellers, contact CloudBlue Commerce support for assistance.