Zoho Inventory

Custom Approval

Custom Approval allows organizations to create approval flows that are tailored to their unique business needs, particularly when the default approval flow might not be suitable.

Note: This feature is only available in certain plans of Zoho Inventory. Visit our pricing page to see if this feature is available in your plan.

Scenario: Brandon is a Sales Manager at Zylker. Usually, he approves invoices for Zylker’s customers. However, if an invoice total is more than $10,000, Patricia, the Head of Sales, must approve it. Brandon sets up a custom approval in the Invoices module of Zoho Inventory by adding a criteria that invoices of $10,000 or more should be sent to Patricia for approval.

Create a Custom Approval

To create a custom approval flow for a module:

Prioritize an Approval

If you’ve created multiple custom approvals for a module, in some cases, transactions can fulfill the criteria of more than one custom approval. In such cases, you can prioritize which custom approval should be triggered first. Here’s how:

Edit or Delete a Custom Approval

You can edit and delete the custom approvals if required. Here’s how:

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