How can I set up an approval matrix? (Cin7 Core)

How can I set up an approval matrix? (Cin7 Core)

This is how you define the conditions for the selection of Approvers in a step:
  • In the main menu, select your Organisation and open "Approval workflows" page in the "Workflows and settings" section:

  • Select an approval workflow:

  • In the workflow, navigate to the step and open the approval matrix by clicking on the icon .
  • If necessary, add Approvers to this step via the button 
  • Specify the conditions that will determine who approves what.
    Field in Approval Matrix Level in the document
    Total amount Header
    Supplier Header
    Inventory account Header
    Product  Item
    Location Header

    A user will be selected as an Approver when the specified criteria are fulfilled, as illustrated in the example below:
  • Beverly will be added as an Approver for specified inventory accounts.
  • Daniel will approve requests when Location is not Main Warehouse.



Routing of the request to an approver will be done based on the values specified for the different fields. During approval matrix setup you can use either "match" condition/alternative rules or use negative conditions for each approver.


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