How to manage multi-user approval workflows for Amazon office orders?

Question

How do I set up a tiered approval workflow for Amazon office orders that actually sticks? Ive managed our account for years but now that our team doubled in size I cant keep up with the manual pings. I tried configuring the buying policies but it keeps routing small items to the wrong leads which is a total mess.

I need a way to set it so orders over 400 dollars go to our department heads while the small stuff just goes straight through to me for a quick check. Budget is super tight this month and I need this live by Monday for our big supplies restock or the whole system is gonna crash...

isabell_beck · Accepted Answer

Like someone mentioned, getting those groups to align without overlapping is the biggest hurdle. It is a decent option once it is set up, but it definitely takes some trial and error. One small point to add that helps with the tight budget is to use the actual Budgeting tool within Amazon Business. It basically lets you set a threshold for the whole month so your leads know exactly how much they have left to spend before they approve those 400 dollar orders. A few practical things to watch:Make sure your mobile notifications are on so you can clear the small stuff fastCheck that your backup approvers are set up for when department heads are busyUse the restricted categories to flag items that shouldnt be bought at all It works pretty well for us, tho it is not always 100 percent perfect. Usually, if an order routes wrong, it is because a user got moved between departments and the system didnt update the path correctly. Just stay on top of the user list and it should hold up for your restock on Monday. Honestly, the budget feature saved my life last quarter when we were overspending. Let me know if you get stuck on those specific settings, I have spent way too much time in that menu lately.

BrambleBrook · Answer

> I need a way to set it so orders over 400 dollars go to our department heads I set this up recently and its been so reliable. You just go into Business Settings and find Buying Policies. There is an option for Approval Workflows where you can add a price limit rule. I set mine to 400 and it works well without glitches. Im very satisfied with how it keeps our budget safe.