Offer Approvals

Using the Offer Approvals feature of the procurement platform.

Summary​

The Offer Approvals feature allows procurement teams to control which products and prices appear in their store by reviewing and approving supplier offers. When suppliers upload new products or update prices, these appear as pending approval requests requiring procurement review.

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

Viewing Pending Approval Requests​

Pending offer approval requests can be viewed on the Pending tab of the Offer Approvals page.

The table displays key details such as product name, supplier name, and price. New pending offers appear here after suppliers upload them.

Customizing Table Columns​

To choose which details are displayed:

• Select the Edit Columns button
• Tick the boxes next to fields you want to display
• Drag and drop fields to adjust column order
• Click Apply to save changes
• Use Reset followed by Apply to restore default view

Filtering and Selecting Requests​

Filtering Options​

• Use the Filter button to filter by various options
• Search by full product SKU
• Click Apply to apply selected filters
• Use Clear to reset all filters

Selecting Requests​

• Select individual requests by checking the box on the left of each row
• Check the box at the top left to select all visible requests across filtered pages
• Uncheck any rows you want to exclude from the selection

Selecting Multiple Requests​

• Select individual requests by checking the box on the left of each row
• Check the box at the top left to select all visible requests across filtered pages
• Uncheck any rows you want to exclude from the selection

Approving and Rejecting Requests​

Once you've filtered and made your selection, use the bulk actions Approve and Reject above the table.

• Select Approve or Reject for the chosen requests
• Status will be updated and requests will move to the Accepted or Rejected tabs
• For large numbers of approvals, status updates may take a short time

Viewing & Rejecting Previously Approved Requests​

Previously approved requests can be viewed on the Approved tab. Use the same selection and bulk actions to move requests to the Rejected tab.

To reject a previously accepted request:

• Go to the Accepted tab
• Select the request(s)
• Choose the Reject bulk action button

This will move the request(s) directly to the Rejected tab and remove the previously approved offer(s) from your store.