These are the different mini market approval types:
Standard approval
Multiple approvers
Laddered approval
Selected approval
Chained approval
You control the approval methods within the setup of each individual mini market. The below guide explains each of the available methods in greater detail.
To learn more about how to change the approval type please visit our guide changing order approval methods.
Standard approval
Standard approval means the order will go to all users with a higher approval limit than the user who created the order to approve. The upper limit is the limit that you can approve up to and place orders up to without going for someone else's approval.
Multiple approvers
📌 Note: When you select this option, you must select the number of approvers. You can pick between two and five.
In the default approval system it only takes one user to approve an order. With this option you can select how many users need to approve each order before it sends to the supplier and moves to its next stage.
Laddered approval
Laddered approval means the order must go to each user with a higher approval limit than the user who created it, who in turn must each approve the order before it sends.
For example: If user [1651] or [1652] place an order below £100, it first sends to user [1650] to approve. When this user's approved the order, it sends to the next user with a higher approval limit; [1083], and then finally to user [1544] where, after approval, it sends to the supplier. If all approvers have a lower limit of £0.00, regardless of the order value, it keeps going up the ladder to the person with the largest approval limit.
Selected approval
Selected approval gives you, the user placing the order, the option of who you wish to send the order approval email to, the options that appear are users with suitable approval limits.
Chained approval
Chained approval is an approval structure, for guidance on the principles, consider the table and explanation below:
User | Lower | Upper | Included in chain flag |
A | 0 | 100 | Yes |
B | 0 | 500 | Yes |
C | 0 | 10000 | Yes |
D | 5000 | 100000 | Yes |
E | 0 | 500 | No |
Examples
Scenario one
User A places an order for under £100:
Order submits as normal.
Scenario two
User A places an order for £150:
User B and C must approve the order.
Similar to laddered, user B needs to approve it before user C can.
Sends to the supplier.
Scenario three
User A places an order for £750:
User B and C must approve the order.
Similar to laddered, user B needs to approve it before user C can.
Sends to the supplier.
📌 Note: User B is included even though the order amount is above their upper limit, they're still included in the chain. Chained approval only uses the upper limit to sort the chain order.
Scenario four
User A places an order for £5500:
User B, C and D must approve the order.
Similar to laddered, user B needs to approve it before user C and D can
Sends to the supplier.
📌 Note: User E isn't included as you can exclude a product list user from chained approval. For orders that don't require approval, you can select the option Chained Approval, but you then need to deselect Included in Chained Approval, following the steps below:
On the relevant mini market click the Users tab.
On relevant user, click Edit.
Clear the Included in Chained Approval option.
When users are showing as Unchained, this means the tick box has been removed on the user and has been removed from the approval listing. This will show as Unchained for that user.