Offer Approvals

Procurement has control over which products & prices appear in their store by approving or rejecting offers from suppliers, where an offer is a product at a particular store price. When a supplier uploads new products with accompanying store prices, or new store prices for existing products, these will appear as pending offer approval requests that procurement must review.

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.

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

The pending requests table can display a variety key details such as product name, supplier name and price. New pending offers will appear here after suppliers upload them.

To choose which details are displayed, select the Edit Columns button. Tick the boxes next to all the fields that you wish to display in the table. Drag and drop fields using the icons on the right hand side to adjust the order of columns. Click Apply to make your changes. The Reset button followed by Apply can be used to reset the table to the default view.

To focus on certain pending requests, you can filter by by a wide variety of options using the Filter button at the top of the table, or you can search by the full product SKU. Selected filters can be applied by clicking the Apply button. The Clear button can be used to reset all filters.

In some cases where changes are currently ongoing with regards to the status of offers, the various total counts may not be entirely accurate for a short period of time. To ensure the counts are always fully accurate, turn on the Exact option in the Filter menu - but note that this will increase the time for data to load.

You can select individual offer approval requests by checking the box on the left of each row.

To select multiple requests at once, check the box at the top left of the table to select all visible pending requests across all filtered pages. You can then uncheck any rows you want to exclude from the selection.

Once you've filtered and made your selection, you can approve or reject the selected requests using the bulk actions Approve and Reject above the table.

Select Approve or Reject for the chosen requests. The status will be updated and the requests will move to the Accepted or Rejected tabs accordingly.

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

To reject a previously accepted request:

1. Go to the Accepted tab
2. Select the request(s)
3. 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.