What is an order approval
You can set up purchase approvals and assign approvers so that you have control over spending and purchases.
When an order exceeds the budget limit, it must be reviewed and approved by the approvers. You can set up a budget to act dynamically based on flash or set per order limits.
How to approve an order
To approve an order, you must be assigned as the approver first.
Go to the dashboard.
Click on the awaiting approval to access this order.
Review the order details and approve the order.
To reject the order, click on the 3 dots and select the appropriate option. Then a comment box will pop up and you will be asked to provide the reason.
Reject & Return to Editing - This option allows the user to edit their order.
Reject & Cancel Order - This option will cancel the whole order.
❗Good to know: You will be asked to provide a comment to explain why you have rejected an order, make it descriptive so the ordering user understands.
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