First of all, you should think about such things that will route your approval workflow:
What documents need to be approved?
What key factors could be changed or considered while approving?
Who is responsible for approving and why?
What factors are affected when choosing the responsible person for approving - location, department, project, and threshold.
Your approval chain should be as simple and clear at it's best:
Your teammates should know why some requests/orders/invoices require approving,
Responsible persons should know what the key factors are 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 will be
Unclear and extra steps tend to produce mistakes and deliver little to no results
Your documents will be put on hold for approval and will not be sent onto the actual execution - ordering, invoicing, payment
The approval chain in Precoro depends on these key factors:
The first three factors can be configured for the user.
Once done just follow the next steps and add the approval chain:
- Ensure that you've allowed to configure the approval workflow and then navigate to the Basic configurations tab. Check that the approval chain is turned on for the documents that you need.
Go to the left side of the menu and choose Configuration.
Choose the Approval workflow page and select the document where you want to set the approval.
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, he/she can approve all purchases in the Product department and purchases up to $ 500 in the HR department. To customize the amount, click on Customize.