Client Parts Approval

The Client Parts Approval process allows a client to approve part orders, entered by the Support Center before they are reviewed by the Account Team and assigned a field rep. This is an optional process and any parts program wanted to use it should consult with IT for setup.

Setup Client Review Requirement

The requirement for parts approvals is done at the Parts Partner level by the IT team. A Partner is set as Needs Parts Approval. All parts for that partner then require approval. Break Fix teams can have this requirement updated by submitting a maintenance request to IT.

Clients Parts Approval Screen

The Parts Approval screen is used by a client or retail partner to approve part orders for a Partner already setup to need approval. The part orders come in through the Support Center queue and then are made available in the Parts Approval Screen for the client to Approve. The Parts that are approved are moved onto the next step in the Parts Ordering Workflow. Parts that are not approved stop here and no longer show in the Account Team Order Management screen to move on in the workflow.

The client parts approval screen has the following steps:

The approver first needs to enter their email address.
Part orders are approved in bulk or one row at a time.

One at a time by clicking either the Yes or No link on each row
In buld by clicking the check mark on each row and clicking the Approve all Checked button at the top

Parts orders can only be rejected one row at a time because each one requires a comment.

After the client chooses Yes or No the Parts Ordering process is updated so orders are allowed to be approved by the Account Team and moved forward in the workflow.
Orders in the Account Team Parts Screen requiring approval cannot be approved until the client approval is completed. Attempts to approve will present the message “Cannot Approve – Order is not approved by client”.

Delivering Parts Review link to Client

The Parts Approval screen is accessible to clients without logging into i:c and the client needs a specific encrypted link to access it. For theTarget Break Fix program, PMT’s are sent a link in their weekly email listing parts to approve.
Clicking on the link in their PMT email opens a screen in i:c to approve or reject part orders. To discuss the delivery of the parts approval link to your client please submit a maintenance ticket under the Parts Ordering category.