Approval settings

Approvals are a critical control point in Equipme. They define how and under which conditions orders are placed and confirmed. In the approval settings of your company profile, you can fine tune this experience before an order is submitted.

Instead of approvals being a purely technical step, this area allows you to shape expectations, add legal clarity, and introduce explicit confirmations where needed.

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Where to find the approval settings

All approval related settings are managed in your company profile.

Go to Settings → Company profile → Approval settings

These settings apply globally to your portal and affect how customers interact with the approval page before placing an order.

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Phone number requirement for delivery addresses

You can decide whether a phone number is mandatory for delivery addresses.

If this option is enabled, orders cannot be placed unless a phone number is provided for the corresponding delivery address. This is especially useful when working with logistics partners or carriers that require contact details for delivery coordination.

This setting helps reduce delivery issues and follow up questions later in the process.

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Customising the order button text

You can customise the label of the order button shown on the approval page.

Instead of using a generic default text, this allows you to adapt the wording to your organisation or approval flow. For example, you may want to emphasise confirmation, commitment, or internal approval language.

The text is language dependent, so you can adjust it per input language if needed.

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Adding approval notes for customers

Approval notes allow you to display additional information to customers directly on the approval page before an order is placed.

Typical use cases include legal notices, references to terms and conditions, or short reminders about internal processes. These notes appear directly in the approval flow and cannot be overlooked.

For each note, you can define whether customer confirmation is required.

If confirmation is enabled, the customer must actively confirm the note before the order can be placed. This is often used for acknowledgements such as accepting terms or confirming special conditions.

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Managing approval notes

You can create multiple approval notes and control their order using the position setting. Each note can be activated or deactivated individually, allowing you to adjust the approval page without deleting content.

This gives you flexibility to react to legal changes, process updates, or temporary requirements without restructuring your approval flow.