First of all, think about things which will define your approval workflow:
Which documents need to be approved?
Which key factors could be changed or considered while approving?
Who is responsible for approving and why?
Which factors are affected when assigning a responsible person for approval - location, department, project, and threshold?
Your approval chain should be simple and clear:
Your teammates should know why some requests/orders/invoices require approval,
Responsible people should know the key factors and how they will be tracked,
There should be no extra steps.
Why it's so important:
Approval is a time-consuming process - the more steps you have the more expensive purchasing process is;
Unclear and extra steps tend to create mistakes and deliver no results;
Your documents will be put on hold for approval and won't be sent onto the actual execution - ordering, invoicing, payment.
Define the options that will affect your Approval Workflow. The approval in Precoro depends on these key factors:
You need to mark check-box to be able to set up approval based on Departments or Projects:
Once done just follow the next steps and add the approval chain:
Go to the left side of the menu and choose Configuration.
Choose the Approval workflow page and select the document you want to set the approval for.
Add as many steps and approvers* you need.
* Every approver can have a set of rules:
- Approval Threshold of the document;
- Departments and Projects or any other custom fields;
- Custom Approval Thresholds per Location or Department/Project
For example, a user can approve all purchases in the Product department and all purchases up to $ 500 in the HR department. To customize the amount, click on Customize.
Please note that one user can participate only in one approval step assigned to a certain document. For example, user X can participate only in one step for the Purchase Order approval chain.