When trading programs are created, they can be submitted for automatic approval workflow.
Automatic workflow is progressed through an approval hierarchy, with automatic email notifications sent to each required team member for sign off. Once the workflow has started, the trading program is locked and cannot be edited; this ensures that everyone is signing off on the same document.
The key benefits of automatic approval workflow are to:
- Drive an efficient approval workflow for new and revised trading programs using automation for sign off notifications.
- Ensure that the correct approval workflow is followed at all times.
- Ensure that the information that is used in Enable to track and collect rebates has been approved (both internally by your team and signed off by your trading partner).
There are different ways to configure your approval workflow based on your organization, by setting up organizational hierarchy. These configurations will determine who will be invited to the approval process. They can be altered and maintained by any channel admin user.
Learn more about starting the approval workflow here, or approving a trading program here.