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Auto Approve Criteria

You can find this section under Orders > Auto Approve Criteria in the IRP Admin left navigation menu.

Order Processing can be a time consuming task. The Auto Approve Criteria feature aims to speed up the initial stages of Order Processing by allowing you to define a list of Criteria that all New Orders can be checked against. Auto Approve Criteria are rules which consist of multiple Criteria options (discussed in further detail in the How To Add or Edit Auto Approve Criteria article in this section). When an order is checked against an Auto Approve Criteria rule, each of the criteria options set in the rule will be checked individually.

You can have multiple Auto Approve Criteria rules in place. All Orders in the New Order Status will be checked against each separate Auto Approve Criteria rule — but only when you click the Auto Approve New Orders button on the Orders.aspx page. The number displayed in brackets indicates the number of 'New' Orders in the system and so all of these will be checked against the various Auto Approval Criteria rules.

For an Order to be approved, it must satisfy ALL of the Criteria options present in an Auto Approve Criteria rule. Once an order is approved it will be set to Approved for Processing status.

Overview video

Note: Currently videos are not maintained in line with each software release and therefore features may work slightly differently from the way they are shown.

OrdersAutoApproveView.aspx page

The main OrdersAutoApproveView.aspx page appears as follows:

Auto Approve Screen

This shows the following details:

  • ID: The Unique IRP identifier for this Auto Approve Criteria rule. The ID is recorded against an order when it is auto-approved. This allows the orders that have been approved for each auto-approve criteria to be tracked.
  • Active: Only Active Auto Approve Criteria rules will be used to check Orders when the Auto Approve Orders button is clicked.
  • 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.
  • Approve Orders With 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.
  • Delivery = 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 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 3D Secure 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.
  • Matching Orders: This indicates the number of complete orders that fell into this Auto Approve Criteria.
  • Max Fraud Score: This shows the maximum fraud score that an order can have before it is rejected.
  • Ignore IRP Fraud Score When 3DSecure Liability Shifted: If this shows 'Yes', 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'.
  • Countries: This shows the countries that can be auto-approved with this criteria.
  • Order Less Than: The Order Price must be less than this amount be Auto Approved.
  • Edit: Click this button to make changes to an Auto Approve Criteria configuration. For more details see How To Add or Edit Auto Approve Criteria in this section.

How To Guides (1)

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How To Add or Edit 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:
    SettingDescription
    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.

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