How to create a purchase approval request easily on Tradeics?

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Welcome to Tradeics

In this quick article, we will guide you step by step on how to create a purchase approval request easily on tradeics .

1-From the dashboard, specifically in the navigation menu on the left, click on "Workspace Settings.".

| 2-After clicking on "Workspace Settings," you will find the option "Approval Workflow.".
Click on it to create a new approval request.

| 3-Complete the request form with the required purchase details.

| 4-add the 1st level in the hierarchy for the approval flow

| 5-You can add multiple members the levels

| 6-You can change the person as well in the same level

| 7-You can add more members for the individual level

| 8-You can drag and drop the user from other level or add new members.

| 9-Successfully Added the approver for the flow

| 10- Now, you can review the status of previous requests to see if they have been approved or not. You can also edit previous requests from the same list.

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For further inquiries or explaination, please feel free to contact us through the support icon at the bottom right.

Updated on: 06/07/2025