Setting up Uniform Approval Processes

When setting up an internal (local) supplier, you have the ability to select whether or not you want that specific supplier to have a 'Standard Approval Process'. If you select 'No', you are able to have up to 3 levels of approval against that specific supplier. 

As an example, IT Equipment (as an internal supplier) may have the Direct Manager, then the Branch Managers approve the request, whereas a separate internal supplier for uniform may go through 1 specific person only. 

Please note, this option is not available for external suppliers. 

If you select 'Yes' to Standard Approval Process, this then defaults to the approval set up through Customer Admin / Organisation / Companies / "Edit" / 'Over Allocations Action' : 

There are 6 options that you are able to choose depending on what is required. 

None - No Over Allocation Alerts Required : Allows those with the Buyer authority to purchase allocated uniform items straight to the supplier with no approval process or alerts. 

Display Only - Alert on Screen Only : A pop up notification will appear during the ordering process that shows when an item is over it's allocation but still emails straight through to supplier on submitting the order. 

Notify Only - Notify Approver - Process Orders : An email notification will be sent to the Approver 1 / Approver 2 contacts that an order has gone through to the supplier. 

Approval Required1 - Notify Approvers - Over Allocated Orders Held for Approval : If an order is placed that exceeds the given allocation amount, the order will be required to go through Approver 1 before it will be sent to the supplier. 

Approval Required2 - Notify Approvers - ALL Orders Held for Approval : Any orders that get placed will need to go through Approver 1 before it will be sent to the supplier. 

No Ordering - Cannot place orders : Restricts the ordering function altogether.

This function can also be customised at Branch level if required. If branch level approval is not required, you can default the branch to work as per what is set up at company level. This can be amended through Customer Admin / Organisation / Branches / "Edit" / Over Allocations Action'. 

If you have any other queries about the uniform approval process, or any other areas of Engage, please contact us at support@engagesolutions.co.nz and we will get back to you as soon as we can.