Approval workflow
Workspace approvals hold an order that is over a buyer's spend limit until an approver decides. Finance keeps oversight of larger orders. Orders under the limit go through as normal.
When approvals trigger
An approval triggers when the order total is above the buyer's spend limit.
We set a spend limit per buyer with you. Email hello@normamade.com with the buyer and the amount. A buyer with no limit, such as the account owner, checks out as normal.
The approval flow
- The buyer checks out.
- The order is held for approval. Nothing is placed or charged yet.
- The approver gets an email.
- The approver opens Approvals in the workspace, reviews the request, and clicks Approve or Decline.
- If approved, the order is placed on the account exactly as the buyer priced it.
- If declined, no order is placed. The buyer is notified, with the approver's note if they left one, and keeps their cart to amend and check out again.
How fast
Approvers see the request immediately. It stays pending until an approver decides.
Multiple approvers
Any account admin or approver can decide a request. The first decision settles it.
Approver permissions
Approvers can:
- Approve.
- Decline, with a note the buyer sees.
Approvers cannot:
- Edit the order line items. The buyer amends their cart and checks out again.
Audit trail
Every request stays on the Approvals page in the workspace, with:
- Who raised it.
- The order reference.
- When it was raised and when it was decided.
- The buyer's note and the approver's note, if provided.
Edge cases
- Order partially refunded after approval. The refund does not re-trigger approval. The approval covers the original total.
Disabling approvals
To change or remove a buyer's spend limit, email hello@normamade.com. We do not change limits automatically.
