Offer Approval Rules

Automatically approve or reject offers based on category, supplier, product, price or price change.

Overview​

Offer approval rules automatically approve or reject supplier offers based on configurable conditions. When suppliers upload products and prices, the system evaluates these against your rules and makes instant decisions without manual review.

Rules can be based on category, supplier, product, price, or price change criteria.

Key Benefits​

• Automated approval processing
• Consistent policy application
• Reduced manual workload
• Clear audit trails

Offer Approvals Process​

• Suppliers upload products and prices, creating pending approval requests
• Automatic rules evaluate offers and approve/reject based on configured conditions
• Remaining offers require manual approval by procurement
• Rejected offers are not available in the store
• Previously approved/rejected offers can be manually changed later

View Approval Rules​

The approval rules page can be accessed by navigating to the Approvals page in the sidebar, then selecting Approval Rules.

Rules can be browsed, enabled/disabled, edited and deleted.

Add Offer Approval Rule​

• Click + New Rule to begin creating a new approval rule.

• Enter a name for the rule and select whether it is type Approve or Reject, which will automatically approve or reject prices respectively, provided they meet the conditions. You can also provide an optional description for the rule.

• Configure one or more conditions for the approval rule. Click + Add Condition, then select the condition type:
  • Include: Only selected items are granted approval permissions
  • Exclude: Everything but the selected items are granted approval permissions
  • All: All items are included
  • Price: Set greater than or equal to / less than or equal to thresholds
  • Price Change: Set increase/decrease or percentage increase/decrease thresholds
• Click Save Condition to finish adding each condition

• Click Save to complete the process and finalise the rule.

Enable and Disable Approval Rules​

Rules that are enabled will only contain the name in the Name column. These can be disabled by opening the dropdown menu for that row and clicking Disable.

Rules that are disabled will also contain a Disabled tag in the Name column. These can be enabled by opening the dropdown menu for that row and clicking Enable.

Edit Approval Rules​

To edit an approval rule, click on the appropriate row, or select the dropdown menu for that rule and click Edit. After making your desired changes, click Save.

Delete Approval Rules​

To delete an approval rule, select the dropdown menu for that rule and click Remove.