Putting rugs "on approval" is when a customer take a rug to try it out in the home before processing any payment for it.
Add a rug to the cart in the order
![](https://rugsimple.com/wp-content/uploads/2024/02/image-1-1024x463.png)
In the Add Item window, select the location and quantity of the rugs (one-of-a-kind rugs would just be a value of 1).
![](https://rugsimple.com/wp-content/uploads/2024/02/image-2-1024x663.png)
Check the "Set as Approval" and check "Approval Status with Customer" if the customer is taking it right away
![](https://rugsimple.com/wp-content/uploads/2024/02/image-3.png)
Add the Item to the cart. Once added, you can see that there is no price for the rug in the cart.
![](https://rugsimple.com/wp-content/uploads/2024/02/image-4-1024x232.png)
When an approval is activated, a "Customer Attachments" window appears below internal notes where you can record drivers license number. Note: we DO NOT recommend capturing credit details for security purposes.
![](https://rugsimple.com/wp-content/uploads/2024/02/image-5-1024x303.png)
CHANGING APPROVAL STATUS
To change the status of an approval item, edit the rug item and change the status from "with-Customer" to "Sold" or "Returned" .
Be sure to complete the approval
![](https://rugsimple.com/wp-content/uploads/2024/02/image-7-1024x518.png)
APPROVAL LIST
To get a quick snapshot of any rugs that are currently out on approval. You can access the "Approval" list in the menu.
![Rug Approvals](https://rugsimple.com/wp-content/uploads/2024/02/image-8-1024x459.png)