CUBIK is a leader in robust company store platforms. These platforms will showcase, manage, and track all your promotional materials in one streamlined order system. Our online company stores come packed full of features that help make your experience fast, easy, and efficient.
One of the most important features for management are the approval rules which we want to talk about in this article.
Approval rules allow users to submit their order for approval, ensuring that everything goes through a core user or group of users. There are two different rule types, parallel rules and sequential rules.
- Parallel rules are processed at the same time, regardless of the order of approvals. All required managers must approve the order before it’s submitted. If even a single manager rejects the order, the order is declined, and no individual manager may override decisions.
- Sequential rules are processed one at a time and in the order listed by the Admin interface. You can use the Admin interface to change the order and process them as you see fit. These rules are processed each time an order is submitted or approved, starting with the first rule and ending with the last. The system first checks to see if the first rule is found to be true. Rules are checked to see if their conditions are met. If the first rule is found to be true, the system no longer needs to check for conditions and the order is sent to the designated manager. If it is not found to be true, the system continues checking rules until all have been evaluated and all needed approvals have been granted. Once the rule check is concluded, the order is submitted. If a manager doesn’t approve an order, it ends up declined and the user is notified.
These rules give managers a great amount of control over their users orders, ensuring even the strictest of company guidelines can be met easily and quickly.