Approval Workflow is a feature which a hotel can choose to use if they need to add a level of control to the amount spent within the hotel. A hotel admin in Astore Shop (or a user with the advanced user permissions) can create approval workflows and specify/define a threshold per user group and per supplier to give them flexibility over which PO’s need approval by a manger (or multiple managers) before placing the order with the supplier. If an order is over a defined threshold it will need to go for validation and approval before it is submitted to the supplier. If the order is below the defined threshold it goes straight to the supplier.
The different steps of approval workflows creation
As a company administrator the different steps to create an approval workflow are:
- Create users Groups: groups are mandatory even if I don’t need to configure approval workflows. In each group I can define the permissions I want to give to the users of this group. If I want to delete a group, I need first to assign each user to another one.
What about my previously created roles and teams? What happens to them? Click HERE to learn more.
2. Create users: In the creation pop-in window, I will have to assign a group to every user in order to give them permissions and to include them in the different approval workflows.
What about my previously created users? They will still be active and their previous roles and teams will transition into user groups. We advise to review the transition to ensure the new groups reflect accurately the workflows you desire. However if you choose to not take any action your previous approval workflows based on teams and roles will still work accurately.
3. Create Approval Rules: I can define one rule per Purchase order creator group and per supplier(s) selection
4. Visualize your Rules on a dedicated tab which will display every rule for each users groups.