Tip Of The Day: Manager Approvals
Allow Employees to Make Orders for Themselves With a Manager’s Approval
With client stores, we often find that your client will start ordering with just a manager ordering for employees and branches. Before too long, the manager sees how easy and fool proof the platform is, so they’re happy to take the day off and get employees ordering for themselves.
Manager approval is set up per Branch and can be changed whenever you want.
Once checked, any orders from employees that belong to this branch will not be submitted until a manager approves them.
The manager will be alerted when an employee orders and is directed to review the order.
The manager can review any orders and then approve or decline as needed. When declining an order, the manager will be prompted to give a reason. When approving an order they can add a Purchase Order number.
When reviewing an order, the manager can edit product quantities, colour and size.
Benefits associated with feature:
- Employees can never order more than they are allowed.
- Manager has discretion to approve or decline employee orders.
- Adding a Purchase Order number allows your client to view spend for a particular project.
To run through any feature in the system please book a support session.
Published on Wednesday, 11 December 2024 under Tip Of The Day.
