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Set Up and Maintain Retail Execution

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Set Up and Maintain Retail Execution

Approvals

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Approvals

You can use approvals to control your business processes. Approvals allow a supervisor to approve, reject, or reassign business transactions. You can also set up approvals for specific order types. For example, return orders can be honored only if they are approved by a supervisor.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.

Set up workflow driven approvals for business processes such as:

Customer tasks management
Time reporting
Order taking: Approvals for advanced orders are shown on the desktop app only when Consider Selectable Promotion isn’t checked and Compute Price isn’t Offline (Button) or Offline (Edit Mode) in the order template.

Use Flows to set up workflow-driven approvals. See Consumer Goods Cloud Flows.

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