How To - Head Office Approvals

The below steps document how to configure Approval limits, controlling site spend for specific suppliers.

1. Select Admin Functions, followed by Manage Approvals, and finally select Create Approval Structure









2. To create an Approval the following information is required:









3. Give the Approval a Name, select the Outlet/s applicable to, and then select Next









4. Select the Supplier that the approval relates to

5. Select Next









6. Select Add Limit









7. Input the value of the Approval then select Assign Users









8. Select from the dropdown the User Role you want to apply to the Approval.








9. Select All from the list followed by OK
10. Lastly, select Save.







11. This Approval has now been created and applied to a specific Supplier and Venues. Orders will now be created at venue and prior to being placed they will require approval