Frequently Asked Questions
My organization requires three levels of approval before an order can go through. Is this supported?
Yes, Workflow Builder supports any number of approval levels. You can even assign multiple users to the same level in the event an approver is out of the office or unavailable to approve the order.
What if I only need orders over a certain dollar amount to go through the approval process?
When setting up your workflow, you can choose order limits which trigger a workflow. For example, you can setup a workflow for all orders over $5,000 to require a managers approval, while all other orders under that amount will go through.
I'm not always in the office, and need the flexibility to approve/reject orders on the go. What options do I have?
You can easily approve/reject orders via email. You can also login to Softchoice.com on your mobile phone for quick access to your Dashboard.
What other types of workflows can I setup?
In addition to dollar based workflows, you can also setup a Standards List Workflow. This type of workflow helps ensure that only your company's approved products can be purchased.
Can I assign a different order approval process for different groups?
Yes. You can have a number of different workflows setup, each assigned to different groups as needed.