Customer Authority Level for Parts.cat.com - Definition and Process Flow
The Customer Authority Level (CAL) feature in Parts.cat.com (PCC) lets you manage and control orders before sending them to WesTrac. With this CAL, your user can be assigned as a manager allowing you to assign roles to other users and oversee any orders created. This adds an additional level of control to any purchases by allowing you to customize, accept, reject, and add a note to orders before sending it to WesTrac.
The Customer Authority Management function in Parts.cat.com enables a basic approval process. See below for the process flow.
If you or your business has a more complex approval process, you may be a good candidate for Integrated Procurement. Learn more about Integrated Procurement here.