Approvals

Your company may establish an Approval process that is a structured process that ensures purchases are reviewed and authorized by the right people before an order is placed.

  • If your company has established a approval process that follows specific order criteria, you can view the order history under the My Approvals section.

    End User:

    The End User has the ability to access the My Approvals feature either through the top navigation menu or from the My Account dropdown.

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    My Approvals Page:

    The My Approvals Page will display a list of all the approvals that the End User has submitted to the Approver.

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    Approver:

    The My Approvals page is where the End User can find all the orders they have submitted for approval.

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    Approve Order:

    To approve this order, click on the Approve Order button. You will be directed to the Order Confirmation page. Here, you can provide a note for the User, accept the terms and conditions, and place the order by clicking on the Place Order button.

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    Reject Order: 

    Click on the Reject Order button to decline this order and provide a note to the User explaining the reason for rejecting it.