You can set up purchase approvals and assign approvers so that you have control over the process.
Navigate to the Management Portal via the 3-dot menu.
Select Approvals in the left-hand side bar.
Click on +New button to add a new approval.
Name the approval rule and add the description.
Select the appropriate approval rule. There are four approval rule types
💡Must read: Different types of approvals and how they work
Basic - Allows you to set up approval ranges where nominated users or roles can approve items within that range. Only one approval is required.
Multi - Similar to basic rules, but allows you to specify a minimum number of approvals required, which can be more than one.
Nominated - Designates a specific user or role for approval.
Connected - Establishes a chain of connected approvals, where each step must be approved before moving to the next.
Click save, and you'll be asked to add the rules. Go to the Rules tab, click the +Add button, assign specific users or roles as approvers, set the range, and then click Save.
💡Tips
Green amount: The cost up to which an order can be placed without an approval.
Red amount: The cost threshold beyond which this approver does not have the authority to approve the order.
In the example above, the GM can only approve the orders which fall in the range between £1000 and £2000.
You can leave either of these values at 0, but not both.
Once the approval rule has been added, you can apply it to the relevant product hub.
💡 Related article: How to create a new product hub
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