Luminous

Luminous allows you to establish approval flows for purchase orders (POs) based on criteria such as total cost or other conditions. This ensures that high-value POs or specific transactions require authorization before proceeding. Here’s a step-by-step guide to setting up approval flows.

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Go to the bottom left corner of Luminous.

Click your name and select System Settings.

1. Go to the bottom left corner of Luminous.
2. Click your name and select System Settings.

2. Create an Approval User Template

Within System Settings, click Approval User Template Settings.

Name the template (e.g., "High-Value PO Approvals").

Select the users who need to approve the action:

- Example: Add Jared and Lucas as approvers.

Click Save to finalize the template.

1. Within System Settings, click Approval User Template Settings.
2. Click Create New Template.
3. Name the template (e.g., "High-Value PO Approvals").
4. Select the users who need to approve the action:
 - Example: Add Jared and Lucas as approvers.
5. Click Save to finalize the template.

Return to System Settings and click Approval Rule Settings.

- Name: Provide a clear name (e.g., "PO Over 20k").
- Model: Select Purchase Order.
- Template: Choose the approval template you just created.
- Operator: Specify the condition (e.g., "or" for multiple approvers).
- Condition: Set the criteria for the rule, such as:
 - Total Cost: Greater than $20,000.

1. Return to System Settings and click Approval Rule Settings.
2. Click Create Approval Rule.
3. Configure the approval rule:
 - Name: Provide a clear name (e.g., "PO Over 20k").
 - Model: Select Purchase Order.
 - Template: Choose the approval template you just created.
 - Operator: Specify the condition (e.g., "or" for multiple approvers).
 - Condition: Set the criteria for the rule, such as:
 - Total Cost: Greater than $20,000.
4. Click Save to activate the rule.

Any PO meeting the specified criteria (e.g., over $20,000) will trigger the approval flow.

Emails will be sent to the designated approvers (e.g., Jared and Lucas).

Approvers can review the PO and click Approve Order directly from the email.

- Any PO meeting the specified criteria (e.g., over $20,000) will trigger the approval flow.
- Emails will be sent to the designated approvers (e.g., Jared and Lucas).
- Approvers can review the PO and click Approve Order directly from the email.

Go to the Purchase Orders page in Luminous.

Look for the Approval Status column:

- Pending Approval: Indicates the PO is awaiting approval.
- Approved: Indicates the PO has been approved.

1. Go to the Purchase Orders page in Luminous.
2. Look for the Approval Status column:
 - Pending Approval: Indicates the PO is awaiting approval.
 - Approved: Indicates the PO has been approved.

Ensures high-value or critical POs are reviewed before being sent to suppliers.

Streamlines the approval process with email notifications and clear status updates.

Improves oversight and accountability in purchasing workflows.

- Ensures high-value or critical POs are reviewed before being sent to suppliers.
- Streamlines the approval process with email notifications and clear status updates.
- Improves oversight and accountability in purchasing workflows.

By setting up approval flows, you can maintain control over significant purchases and ensure compliance with company policies.

How to Set Up Purchase Order Approval Flows in Luminous

Step-by-Step Instructions

1. Access System Settings

2. Create an Approval User Template

3. Create an Approval Rule

4. How Approval Flows Work

5. Monitor Approval Status

Key Benefits of Approval Flows