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How to set target approvals

Hector Williamson avatar
Written by Hector Williamson
Updated over 2 weeks ago

This guide shows you how to set the target number of approved suppliers for a product. This helps you track whether you have enough approved sources for each raw material.


Set target approvals for a product

  1. Navigate to Products from the main menu

  2. Find the product and click to open it, or click Add Product if creating new

  3. Enter the number in the Target Approvals field (e.g., 3 if you want 3 approved suppliers)

  4. Click Save


Why set target approvals?

Benefit

How it helps

Track progress

See how many approved suppliers you have vs. your target

Analytics visibility

Product Analytics shows which products meet, nearly meet, or are below target

Health Score

Your overall Health Score reflects the % of products meeting their approval target


Check your progress

Once you've set targets, go to Analytics > Products to see:

  • Your overall Health Score (% meeting target)

  • Each product's Approval Target Status (Meets Target, Near Target, Below Target)

  • A visual breakdown of raw materials by approval progress

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