Offer Approval Rules

After a supplier has uploaded their products and prices for a particular store, these offers will be submitted to the procurement team for approval. If procurement has an approval rule in place which includes any or all of these offers, then these will be automatically approved or rejected as determined by the store.

The rules can approve or reject offers based on category, supplier, product, price or price change.

1. Supplier with access to a store adds new products and prices, or new prices for existing products, which procurement then recieves as pending offer approval requests.
2. If any of these products fall into the remit of auto offer approval rules configured by procurement, then these offers are approved and become available in the store.
3. Any remaining offers can be manually approved by procurement.
4. Offer can also be rejected either by automatic rules or manually by procurement - these offers are not available in the store.
5. Offers that have previously been accepted/rejected can then be manually rejected/approved at a later date by procurement.

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.

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

2. 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.

3. Configure one or more conditions for the approval rule. To add your first condition, click + Add Condition, then select the condition type. Conditions can be either type include (only selected items are granted approval permissions), type exclude (everything but the selected items are granted approval permissions), or type all (all items). In the case of Price, the types can be either greater than or equal to or less than or equal to. To finish adding a condition, click Save Condition. In the case of Price Change, the types can be either increase, decrease, percentage increase or percentage decrease, followed by whether it is greater than or equal to or less than or equal to the specified change.

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

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.

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.

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