Approval requirements on a product level

Here, we will see how to enable and configure the approval workflow on individual products.

  1. 1. Check PerProductApprovalSettingEnabled

    Begin in the Approval Workflow Settings and enable the PerProductApprovalSettingEnabled option.

    This will override any customer level approval workflow.

    Check PerProductApprovalSettingEnabled
  2. 2. Click on Save

    Click on Save
  3. 3. Navigate to Product Management

    Navigate to Product Management
  4. 4. Click on Edit on the product requiring approval

    Click on Edit on the product requiring approval
  5. 5. Navigate to the new Approval tab

    Navigate to the new Approval tab
  6. 6. Check Require Approval

    Check Require Approval
  7. 7. Check Assigned

    You can then assign approvers for this product, meaning anyone who orders this product will need to be approved by an approver. 

    Check Assigned
  8. 8. Click on Save changes

    Click on Save changes
  9. 9. Click on Save

    Click on Save
  10. 10. From the requester perspective, items requiring approval will be indicated during the checkout process.

    From the requester perspective, items requiring approval will be indicated during the checkout process.
  11. 11. They will also be indicated in the orders page

    They will also be indicated in the orders page
  12. 12. From the approver perspective, they will only see the order lines requiring approval

    From the approver perspective, they will only see the order lines requiring approval