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Multi-Level Approval Processes

Easily setup authorization processes following your clients' order submission parameters

signature for approval

Giving your B2B customers a full self-service process is as important as allowing them to place their order online. Cloudfy’s full self-service management system allows you to provide everything online, from checking product stock levels and downloading product information to completing complex orders and multi-level purchase approvals.

WHAT IS MULTI-LEVEL AUTHORIZATION?

Multi-level authorization (MLA) allows your customer to complete their purchase approval process and confirm their order easily within your B2B ecommerce site. You can set up log-ins for buyers and anyone else who needs to be involved in the purchase process. Their order will only be confirmed when specific approvals have been provided from your buyer’s organization.

WHAT DOES AN M.L.A. PROCESS LOOK LIKE?

Once your customer’s account has been set up for MLA, everyone in their workflow will be able to see payments that are waiting for approval. Orders of different values can be directed to different people.

Each user will only see approval checkboxes for payments they have permission to authorize. They can review the order details before they give their confirmation and any questions can be sent back to the buyer before the order is finalized.

Once approved, a confirmation message will be sent, and the order will disappear from the approvals list.

EASY ACCOUNT SETUP FOR M.L.A.

Authorization levels and the number of approvals needed can all be easily setup. For example, only the buyer’s approval might be needed for orders under $X, while orders above that threshold will be passed on to their line manager, accountant, purchasing manager or whoever you decide.

You can even set up a currency check, if the payment is to be made from a different country, to be sure that the order values follow the same rules.

purchase approval notification
Sample Notification Email

Easy Monitoring

All the steps in a multi-level authorization process can be easily seen, along with the limits that each person can approve.

Easy Overrides

If your buyer is in a hurry, or someone in the workflow isn’t available, it’s also easy to redirect the approval to someone else.

Easy Reporting

The whole process can be reviewed in easy-to-use reports. Monthly, quarterly or annual limits can be set so there’s no risk of overspending.

Find out how Cloudfy can streamline purchasing for your key customers using multi-level authorization. Contact us now to request your free demo.

inventory manager and tablet

B2B Features Out-of-the-box