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Εμπόριο B2B

Multi-level approvals

Σύντομη απάντηση

The flow where a B2B order passes through several internal approval levels before it is placed.

Βασικά συμπεράσματα

  • An operator places the order in the portal
  • Orders above a value threshold go to a manager for approval
  • Exceeding a budget adds a second level (director)
  • Only after all approvals does the order enter processing

What multi-level approvals are

Multi-level approvals (approval workflows) are rules requiring an order to be validated by one or more people before submission — based on value, category or budget.

How it works

  • An operator places the order in the portal
  • Orders above a value threshold go to a manager for approval
  • Exceeding a budget adds a second level (director)
  • Only after all approvals does the order enter processing

Why it matters for your customers

Corporate buyers need spend control. A portal that doesn't support internal approvals can't be adopted by large organisations — their orders must follow governance rules.

How CRMconnect helps

The CRMconnect B2B portal lets you configure approval flows by role, value threshold and cost centre, so your large customers can order while respecting their own internal policies.

Πραγματικό παράδειγμα

A retail chain with 40 stores required store managers to approve orders over 5,000 RON. With CRMconnect approval flows, the internal approval process moved into the portal, removing e-mails and speeding the order by 2 days.

Ενημέρωση:

Συχνές ερωτήσεις

Can I configure different rules per customer?+

Yes. Each customer account can have its own thresholds, roles and approval levels, tailored to its organisational structure.

What happens if an approver is unavailable?+

You can configure backup approvers and automatic escalation after an interval, so orders don't get stuck.

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Σχετικοί όροι

Εμπόριο B2B

B2B Portal

An online platform where business customers (distributors, retailers, HoReCa) place orders 24/7 at their contract prices.

Εμπόριο B2B

Self-service ordering

The model where the B2B customer places orders online themselves, without going through an agent or back office.

Εμπόριο B2B

Credit limit & balance

Commercial exposure control: the portal checks the customer's credit limit and balance before accepting the order.

Οικονομικά

Procure-to-Pay (P2P)

The end-to-end procurement cycle: request → order → receipt → invoice → payment → reconciliation.