Customer Review and Approval Process

Created by Emily A, Modified on Thu, 17 Apr at 9:31 PM by Emily A

Once a selection is created and its visibility is enabled for the customer, the customer has the option to either:

Accept the selection, confirming that the listed items are approved.
Reject the selection, indicating that modifications are required.

How Customer Responses Are Reflected:

If the customer accepts the selection, the status of the selection will update accordingly, and the project can proceed with the approved items.
If the customer rejects the selection, the rejection status will be reflected in the selection.

What Happens When a Selection is Rejected?

The rejection status will be reflected in the selection within the system.
Once a selection is rejected, it cannot be resent for approval. Instead, a new selection must be created with the updated details and shared with the customer again.

This process ensures that only finalized selections are shared, maintaining a structured workflow and reducing errors in selection management.