Buying policies and approvals

Setup

• About approval policies
• About Guided Buying
• Add approvers
• Add an approval policy
• Types of approval policies
• Set up a temporary approval delegation
• Add multiple approvers or multiple levels
• Set a preferred product with Guided Buying
• Set a preferred seller with Guided Buying
• Set up a Prefer local seller policy

Edit

• Restrict or block certain products with Guided Buying
• Restrict or block used and renewed products with Guided Buying

General troubleshooting

• Approval policy restrictions
• Custom approvals
• Approve multiple orders at once
• Generate reports on Guided Buying purchases

Watch our instructional videos on buying policies and approvals.