Did You Know?

The time has come to talk about Approval Rules. Did you know that Four51 supports complex procurement policies and procedures? As you know, the bigger the company, the more tortuous these rules can be. If an order is more than $X and applied to cost center Y and contains more than Z products from category Q and payment method is an IOU, then it must be approved by Peter, Paul or Mary. You get the idea.

Approval Rules are a huge selling feature, and one you should cover during every sales pitch. Configuring Four51 to enforce some approval processes can be tricky. That's why you should read this article twice and test, test, test.

Two tips:

If you want to get customers involved in pushing and prodding and harassing managers to approve orders, give them access to a little gem called the Buyer Pending Approval Report. Read more about that here.
If a rule absolutely has to include Peter Procrastinator, consider using automatic approvals. Automatic approvals allow for an order to be approved (or declined) after a specific period of time has passed without any response from Peter.

P.S. You may have seen a Four51 tweet on this topic earlier in the week...if you're interested in integrating online chat into your Four51 catalogs, send us an email by clicking here.