How to leverage our approval workflow feature to establish an automated purchase order approval routing system tailored to suit your business requirements.
To create a purchase order approval workflow, please follow these steps.
1. Basic Information
- Check the left sidebar and click on the "Approval Workflow" option.
- Click on "Add Approval Workflow".
- Give the workflow a description name to help with maintenance of your workflows later down the line.
- In the "Conditions" section, specify the criteria under which the workflow will activate by filling in the property, operator, and value fields. To specify multiple conditions, click "Add Condition". Each condition must pass for the workflow to activate.
2. Approval Steps Section.
- Each approval step may include multiple approvers and specific conditions that determine when this step is triggered within the overall workflow.
- An approval step can be configured to require consent from either all designated approvers or just a single approver to proceed.
- To add an approver or condition to an approval step, click on 'Add Approver' or 'Add Condition'. To remove, click on the dustin icon to the right of each.
- It's possible to re-order approval steps. Click and drag on hamburger menu in the top left.
Still have a few questions? Use the Live Chat Icon in the bottom right-hand corner or send an email to support@procurementexpress.com to get in touch with the friendly support team.
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