Approval Workflow
Learn how to set up an effective approval workflow.
TABLE OF CONTENTS
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:
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Teammates should know why specific requests, orders, or invoices require approval.
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Approvers must understand the key factors they are responsible for and how these will be tracked.
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Avoid unnecessary steps that slow down the process.
Approval process simplicity and clarity are essential because:
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A long, complicated process takes more time and increases purchasing costs.
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Unclear steps create confusion, mistakes, and unwanted results.
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Ordering, invoicing, and payments rely on a well-functioning approval workflow.
How Our Clients Use Approval Workflows
Small 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.
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: