Auto Approve Criteria

To add or edit an Auto Approve Criteria rule, follow these steps:

1. Go to Orders > Auto Approve Criteria on the left navigation.
2. To create a new Auto Approve Criteria rule, click the Add New Auto Approve Criteria button on the right hand side of the page.
   To edit an existing Auto Approve Criteria rule, click the Edit button at the right hand side of the Auto Approve Criteria rule you wish to update.
3. Enter or edit the following details:

   Setting	Description
   Auto Approve Criteria ID	The Unique IRP identifier for this Auto Approve Criteria rule. This is automatically generated when adding an Auto Approve Criteria rule.
   Active	Only Active Auto Approve Criteria rules will be used to check Orders when the Auto Approve New Orders button is clicked.
   Criteria Name	The Name used to identify the Auto Approve Criteria rule within your IRP, e.g. UK & Ireland < £500
   All Items In Stock	If set to Yes, all Stock items in this Order must have a Stock level of 1 or more. If set to No, Stock levels against individual Stock Items will not be checked. This would be the preferred option if your Stock is held Externally.
   Orders Have Customer Notes	If set to Yes, Orders must have a Customer Note to be Auto Approved. If set to No, Orders do not require a Customer Note to be Auto Approved.
   Order Price Less Than (£)	The Order Price must be less than this amount be Auto Approved.
   Delivery Address = Card Address	If set to Yes, The Delivery Address must exactly match the Card Address. If set to No, the Delivery and Card addresses do not need to match.
   IP Address Not In Fraud List	When Orders are set to Fraud status, the IP Address used to place the Order is added to the Fraud List. If this choice is set to Yes, the IP Address for the Order being approved is checked against the Fraud List to determine if it is present. If it is the Order will not be approved automatically. If set to No, the IP for the Order being approved is not checked against the Fraud list.
   Do Not Approve 3DSecure Orders Without Liability Shift	When using 3D Secure, a Liability Shift occurs in case of Fraudulent payments. If set to Yes, Orders in which the Liability Shift Fails for whatever reason will not be auto approved. If set to No, all orders will be approved, disregarding the success/failure of the Liability Shift. Further Information on 3D Secure Liability Shift can be found here.
   Max Fraud Score	The Maximum Fraud Score an Order can have before it is rejected in this criteria.
   Ignore IRP Fraud Score When 3D Secure Liability Shifted	When this setting is enabled, an order which has Liability Shifted status from 3D Secure will be moved from New to Approved even if its IRP-calculated fraud score exceeds the 'Max Fraud Score'.

4. Once you have entered all of these details, click the Insert Auto Approve Criteria button or the Update Auto Approve Criteria button to save the Auto Approve Criteria rule.
5. You will be returned to the OrdersAutoApproveView.aspx page. You can now apply the Auto Approve Criteria rule to one or more countries by clicking the Edit button at the right hand side of the Auto Approve Criteria rule you wish to update. Please note that you do not have to apply the Auto Approve Criteria rule to a country or a list of countries. It can apply to all countries.
   A new section will appear beneath the criteria set previously:
   
   Highlight the Countries you wish to Add in the Non-Added Countries list and click the Add >>> button.
   You can Remove Countries from the Added Countries list by highlighting them and clicking the Remove <<< button.
   These changes are automatically saved.

All settings must be met in an Auto Approve Criteria rule for an Order to be Auto Approved. For example, if an Order matches 7 of the 8 settings, it will not be moved to the Approved for Processing Order Status. It must meet all 8 settings to be Automatically Approved when you click the Auto Approve New Orders button. This allows you to create different Approval Criteria rules based on varying settings.