How can I set up approval steps? (Cin7 Core)

How can I set up approval steps? (Cin7 Core)

This is how you set up approval steps:

  • In the main menu select your Organisation and open the "Approval workflows" page in the "Workflows and settings" section:

  • Select a Purchase Order workflow, or design a new one:

  • Create as many approval steps as you need using the  button.
  • Click to rename the approval steps to suit your workflow:
  • Add the Approvers for each step by selecting them from the list of users, or add new users by typing in their email address:
     
  • Activate your approval workflow via the button .

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