--- title: Approval Workflow description: Approval Workflow allows you to send documents stored in Precoro to one or more people for approval. This process is set up individually for each company. Usually, the bigger the company is, the more --- [Skip to content](https://help.precoro.com/approval-workflow-1#main-content) [Contact us](https://help.precoro.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.precoro.com/tickets-view?hsLang=en) [![Property 1=Default](https://help.precoro.com/hubfs/Property%201=Default.svg)](https://app.precoro.com/login) Open main navigation Close main navigation - [Contact us](https://help.precoro.com/kb-tickets/new) - [Customer portal](https://help.precoro.com/tickets-view) - [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) Hi there! How can we help you today? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.precoro.com/?hsLang=en) 2. [Precoro Setup](https://help.precoro.com/precoro-setup?hsLang=en) 3. [Approval Workflow](https://help.precoro.com/precoro-setup?hsLang=en#approval-workflow) # Approval Workflow ## Learn how to set up an effective approval workflow. TABLE OF CONTENTS - [Why Use an Approval Workflow in Precoro](https://help.precoro.com/approval-workflow-1#using) - [Suggestions to Set an Effective Workflow](https://help.precoro.com/approval-workflow-1#Suggestions) - [How Our Clients Use Approval Workflows](https://help.precoro.com/approval-workflow-1#How) - [Additional Useful Materials](https://help.precoro.com/approval-workflow-1#Additional) ### Why Use an Approval Workflow in Precoro Usually, the bigger the company is, the more complicated the approval process becomes.  Precoro allows you to configure a customized individual approval workflow for Purchase Requests, Purchase Orders, Invoices, Receipts, and Warehouse Requests. Using an Approval Workflow in Precoro can help you resolve the following issues: - Lack of control at various stages of the purchasing process. - Lack of understanding of the procurement process protocol. ### Suggestions to Set an Effective Workflow When setting up the flow, keep your approval chain efficient by making it simple and clear: - Teammates should know why specific requests, orders, or invoices require approval. - Approvers must understand the key factors they are responsible for and how these will be tracked. - Avoid unnecessary steps that slow down the process. Approval process simplicity and clarity are essential because: - A long, complicated process takes more time and increases purchasing costs. - Unclear steps create confusion, mistakes, and unwanted results. - Ordering, invoicing, and payments rely on a well-functioning approval workflow. ### How Our Clients Use Approval Workflows Businesses often use approval workflows to manage purchase requests. Once configured, each request follows a predefined approval path and requires confirmation from the appropriate users. In Precoro, the workflow appears as a simple roadmap, guiding the request through all necessary steps until it is approved and automatically converted into a Purchase Order. Companies that value fast and efficient decision making and want to keep track of the approvers' performance set up [Approval SLA](https://help.precoro.com/how-to-set-up-and-use-approval-sla?hsLang=en) and establish approval deadlines. When designing an approval process, keep it straightforward. Longer chains slow down procurement, add complexity, and make implementation harder.   ### Additional Useful Materials To learn how to work with Approval Workflows in Precoro, please read the following articles: - [How to Build a Parallel Approval Workflow](https://help.precoro.com/how-to-build-a-parallel-approval-workflow?hsLang=en) - [How to Design and Set Up an Approval Workflow](https://help.precoro.com/how-to-design-set-up-the-approval-workflow?hsLang=en) - [Re-Approval Process in Precoro Documents](https://help.precoro.com/how-does-re-approval-process-activation-work-in-documents?hsLang=en) - [How to Delete a User From an Approval Workflow](https://help.precoro.com/how-to-delete-a-user-from-the-approval-workflow?hsLang=en) - [How to Track an Approval Workflow in Custom Reports](https://help.precoro.com/how-to-track-an-approval-workflow-in-custom-reports-1?hsLang=en) - [How to Set Up and Use Approval SLA](https://help.precoro.com/how-to-set-up-and-use-approval-sla?hsLang=en) - [How to Monitor Approval Performance in the Dashboard](https://help.precoro.com/dashboards#:~:text=active%20invoice%20creators\)-,Approval,-Use%20this%20tab) - 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