Shopping List Approval
How to utilize the shopping list approval flow.
Kenzie avatar
Written by Kenzie
Updated over a week ago

Not sure how to create a shopping list? Read creating shopping lists first!

The approval process is built for junior buyers who need approval to make purchases. Junior buyers can create shopping lists and can only view their lists.

Once a shopping list has been curated by a Junior Buyer, the user will select “Submit for Approval”.

It will then appear on the shopping lists for Administrators and Senior Buyers and listed as “Ready for Approval.” They will also get a notification email if this is configured inside the B2B Edition application. Once submitted, the Junior Buyer can no longer make any edits to the list, unless it is rejected by the approver.

Shopping List - Admin / Senior Buyer
In the Shopping List listing page, the shopping list pending approval, will have the status “Ready for Approval”.

Note: You can also apply the filter: “Show Ready for Approval” to locate it quickly.

The Administrator or Senior Buyer will decide whether to approve or reject the shopping list.

Once ‘Approved’, the admin user or senior buyer can make further modifications to the list, such as adding/removing items, updating the quantity amounts, etc. Additionally, they have the ability to select all items, or select specific items to add to cart and then purchase.

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