Approvals

Your company may establish an Approval process that is a structured process that ensures purchases are reviewed and authorized by the right people before an order is placed.

 

Approval not Required

  • No Approver Assigned:

    You can place your order directly—no approval needed.

  • Order Below Approval Threshold:

    If your order total is below the set approval limit, it goes through automatically.

Approval is Required

  • Two Tier (1 Approver)

    If your order amount is above the threshold, it goes to your Approver.

    If approved: You can submit the order.

    If rejected: You’ll get a notification, and the order won’t proceed.

  • Three Tier (2 Approvers)

    Orders go to Approver 1 first, then Approver 2

    Both Approve: Order can be placed.

    Any Rejection: You’ll receive a rejection notice, and the order stops there.

How to Submit for Approval

  • If you are placing an order that is above the set threshold, the system prompts you to submit the order for approval.


  •  When you submit an order for approval, a popup notification will appear confirming that your order has been sent for approval. Both End User and Approver will receive email notification with order details.