TABLE OF CONTENTS
Single-level Approvers
When single-level approval routing is configured and the approver places an order for themselves, the order bypasses the approval process entirely, irrespective of the order amount. Orders placed by approvers in case of single-level approver routing do not require approval and are placed directly.
Example
If Jacob is assigned as a store-level approver, the approval level is configured as Single Level, and the "Set Approval for Orders Above ($)" threshold is set to $500. If Jacob places an order with an order amount of more than $500 or less than $500, the order does not undergo the approval routing flow for Jacob, as he is the store-level approver.
Multi-Level Approvers:
In a multi-level approval routing setup, two types of approvers are involved: store-level approvers and user-level approvers. For the store level approver, the approval type is set to "Always Require Approval" under the Accounts and Users > Users > Manage User > Approval Management screen. Also, the user-level approvers are configured, along with specific amount brackets, then
If the store-level approver places an order and the order amount falls within the brackets defined by its user-level approvers, the order follows the approval routing flow.
If the order amount does not fall within the brackets defined by user-level approval, the order is placed directly without triggering approval.
In this case, the store-level 'Set Approval for Orders Above ($)' configuration is not considered for orders placed by the store-level approver themselves.
Example
If Jacob is configured as a store-level approver, and the approval level is set to Multi-Level, with the "Set Approval for Orders Above ($)" threshold set to $500.
Additionally, for Jacob, the approval type is set to "Always Require Approval" under the Accounts and Users > Users > Manage User > Approval Management screen. Two user-level approvers are also configured: Tom and Henry.
Tom is assigned an approval bracket of $550 to $650.
Henry is assigned an approval bracket of $651 and above (no upper limit).
Let's consider the following order scenarios placed by Jacob:
Order Amount: $520
Since the amount does not fall within any of the defined approval brackets, the order is placed directly without requiring any approval. Even though it is above the "Set Approval for Orders Above ($)" value.
Order Amount: $560
The amount falls within Tom’s bracket, so the order enters the approval routing flow and requires approval from Tom.
Order Amount: $660
The amount falls within both Tom’s and Henry’s brackets, so the order undergoes multi-level approval. First, the order is sent toTom for approval. Once it is approved, it then moves to Henry for final approval.
As soon as the order amount exceeds the "From" value of the first defined bracket, the approval routing flow is triggered.