Approval workflow
Definition
An approval workflow is a fixed sequence of steps requiring an order, quote or expense to be approved by one or more people before it's carried out. In B2B procurement, this is often mandatory above a certain amount or for certain product categories.
Not every order gets a free pass
An employee can put together an order, but for larger amounts a manager or purchasing lead has to approve it first. An approval workflow captures that process digitally.
Why this belongs in a customer portal
Without a digital workflow, approval runs through email or a phone call, with a real chance of delay or a skipped step. A customer portal with a built-in approval workflow keeps that organized and traceable.
Practical example
An employee of a customer places an order above 1,000 euros. The system automatically routes it to their manager, who approves it from the customer portal before the order proceeds.
Related terms
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