Approval Management Software

Block Orders From Unauthorized Discounts and Price Changes

With SalesHero’s approval module, you can easily stop your salespeople from placing unauthorized discount and price change orders!

Our Customers

What Approval Workflow You Can Set?

Exceed Overdue Limit

Automatically trigger approvals when the customer’s outstanding payments exceed the overdue limit.

Lower Than Minimum Price

Ensure pricing policies are followed by requiring approval for sales below the minimum set price.

Exceed Credit Limit

Prevent overextension by triggering approvals when a customer’s credit limit is surpassed.

These workflows can be applied to:

Sales Order (SO)

Invoice (IV)

Credit Note (CN)

Delivery Order (DO)

Quotation (QT)

Why Your Business Needs a Approval Management Software?

Keep Profits On Track

By flagging orders that don’t meet your pricing standards, it protects your margin.

Saves Time and Hassle

Managers can quickly review flagged orders and make informed decisions without slowing down the workflow.

Builds Trust with Customers

Consistent pricing sends a clear message—you’re fair, transparent, and serious about your business.

Step-by-Step Guide to Our Approval Management Software

How Approval List Function Work

How to Create and Manage Approval Position

How to Set Condition on Approval Module List

Step 1

Log in to SalesHero's backend and click "Company".

Step 2

Select the company you want to enable for Approval features.

Step 3

Scroll down and locate a section called "Approval" settings.

Step 4

Tick “On” for all options available and click save.

Step 5

Go back to the menu and locate "Manage Position Approval".

Step 6

Set Your Approval Position Level—For Example, You are the Boss.

Step 7

Go back to the menu again and locate "Approval Module List" to create new approval rules.

Step 8

Create new approval rules based on your needs—for example, a sales order below the minimum price requires the boss's approval before the document can be sent. Click Save and its done.

Step 9

To accept pending approvals, simply head to the menu and locate the 'Approval List.' After clicking on it, you’ll see a list of items waiting for your approval.

What others are saying

"Loved everything so far"

"SalesHero app is really useful strongly recommended and their backend support is very strong. Ivy service is good also."

- Huiying Chin

"Simplified Sales Process"

"Sales hero让我们的销售人员进单，开单，都很方便，销售人员要看货查货都很方便。至于Support team 服务态度良好，遇到问题也可第一时间帮我们解决，尤其特别感谢jack很快速的帮我们解决呢."

- Tan Valerie

"Help alleviate manpower issues"

"SalesaHero不错使用，减轻人手问题，方便快捷，节省资源。感谢Support Team服务良好，尤其是Anthony，耐心指导，一一地帮我们解决难题."

- CY Chin

"Highly recommend this"

"Strongly recommended for conventional distributors ... coz the cost threshold is low and their app are reliable ... furthermore they have a efficient and supportive team to solve your problem.."

- Yang Guang

Let Us Take Your Business to the Next Level!

Have questions about our products / services?

Don't hesitate to contact us! Our dedicated team is here to assist you every step of the way.

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FAQs

Can I set different approval rules for different document types?

Yes, our approval management software lets you set custom approval rules. For instance, if a salesperson offers a discount below your reference price, the order is automatically flagged for review.

Does this approval management software support multi-level approvals?

Yes, you can configure up to 5 approval levels!

Does it notify approvers when action is required?

Yes, approvers receive instant notifications via email or in-app alerts when an order requires their approval.

Is it an invoice approval workflow software?

It’s more than just invoice approval. You can also approve sales orders, credit notes, quotations, and delivery orders, giving you full control over your sales documents.

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