How To - Managing Approvals at Site Level

Orders from a supplier where an approval amount has been allocated will need to be approved by Head Office prior to the order being placed with the supplier.

Be mindful of your cut off day and time to ensure you receive your order on the next available delivery day.

The below process documents the process of an order under an Approval.

1. Create your order in the standard way, and within the basket your order will look like the below example, where we can see that our limit for this supplier is £150








2. Now select Place Order
3. At this point, Head Office will receive a notification that an order is pending Approval, and the site will see a message informing them that the order being attempted will first require approval.








4. From here onwards we can keep track of our created order within our Orders Pending Approval area, and once Approved the order will be placed with the supplier.