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Proposals, approval and publishing

How a product change moves from the editor through the client to the store.

A change goes through three stages: the editor proposes it, the client approves it, the owner publishes it.

Proposing a change

The editor or the owner does this.

  1. In Collaboration, choose a product.
  2. Choose the Field to change: Name, Description, Short description, Regular price, Sale price or Availability.
  3. Enter the Proposed value.
  4. Add a Reason of at least 3 characters. The client will see it.
  5. Click Send for approval.

Status: Waiting for client.

Client approval

The client approver sees a card with Before and Proposed, the reason and the author. They click Approve or Reject.

Nobody can approve their own proposal. Only the Client approver role can approve, so the store needs someone in that role.

Publishing

  1. The owner clicks Prepare to publish.
  2. They check the change and approve it to send it to the store.

The client's approval is valid for 7 days. After that, a new one is needed. The person who approved must still have their role.

Stages

Waiting for client, Approved, Rejected, Preparing, Ready to publish, Published, Undone, Canceled, Failed, Needs checking.

The Proposals list shows the 50 latest items in the store.

Limitations

  • For a variable product, the owner changes price and availability in the store admin.
  • Proposals cover the product fields listed above. The owner makes any other changes.

Common problems

  • "The client's approval expired": prepare a new proposal.
  • Preparation was interrupted: check the history in Changes before you add a new proposal.

Can't find the answer? Write to hello@getwoomate.com or request free onboarding help.