Approval Workflows

Organizations must control and check documents or transactions which goes from one organization to another for accuracy as well as completeness. WorksLeader workflows can help you automate your business processes, making them both more consistent and more efficient. The WorksLeader Approval workflow lets you route transactions (Quotes, Carts, Sales Orders, Purchase Orders) to one or more people for their approval.

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Make the approval remarks mandatory for the approver

Add Approvers to approval rules

Assign users who must go through the approval workflows

Approval Workflow

Create approval workflow for various transactions

Approval workflow is available for Quotes, Sales Orders & Purchase Orders in the back office and is also available for end customers in the eCommerce store.

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Approval Workflow

Create approval workflow rule on various parameters

Create approval workflow rule by customer, distributor, Manufacturer, margin, negative margin, order value, payment method, warehouse, or any combination of these and various other parameters.

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Various features available in Approval Workflow

WorksLeader gives you the flexibility to assign users who must go through the approval workflows

The user can decide who will approve the transactions. There is absolutely no limit on the number of approvers you can add to your approval rules.

Use serial or parallel approval workflow to approve transactions

WorksLeader allows its users to add Serial (One after another ) or Parallel (All together) approval rules

Advanced Workflow in WorksLeader

WorksLeader's approval workflow comes with advanced features that can help you to streamline the process of managing multiple approvals

Advanced Features in Approval Workflow

Multiple approval workflow rules can be combined to create a stage and you can define various stages of approval that a quote or SO or PO may have to go through

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Customize approval workflow messages

Create your own approval workflow messages and notifications for various rules and parameters

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Create approval workflow on storefront

WorksLeader also comes with workflow on the eCommerce stores where customers can set up budgets, buying limits, cost centers & approval work flows.

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