ApproveThis manages your Erply Integration approvals.

When Inventory Management Meets Approval Automation

Let’s be real: nobody gets excited about approval processes. But when you’re managing thousands of SKUs, hundreds of suppliers, and sales rolling in 24/7 (thanks, Erply), those "quick sign-offs" become productivity black holes. That’s where ApproveThis comes in – think of it as the bouncer for your business decisions. It doesn’t just organize your approvals; it automates the gatekeeping so your team can focus on moving inventory instead of chasing down signatures.

Why Erply Users Need More Than Spreadsheet Approvals

Erply’s great at what it does – tracking products, sales, suppliers. But when every new customer account or bulk purchase needs three managers to rubber-stamp it, you’re stuck with either:

• CC’ing everyone on emails that get buried
• Building Frankenstein workflows across 5 different apps

ApproveThis cuts through that chaos by adding structure without the rigidity. We’re talking conditional logic (“Orders over $10k auto-route to the CFO”), delegation for vacationing approvers, and audit trails that don’t require IT to retrieve.

Real-World Use Cases (Not Just Theory)

1. New Customer Vetting Without the Back-and-Forth

The Problem: Your sales team onboarded a wholesale buyer in Erply, but accounting needs tax docs and sales needs credit limits approved. Cue the Slack pings.

The Fix: Zapier triggers an ApproveThis workflow the second that Erply customer profile hits your system. Route to:

• Sales ops for credit terms
• Legal for contract review
• Accounting for payment terms

Bonus: Use calculated fields to auto-flag high-risk orders based on Erply data (like if their first order exceeds $50k).

2. Product Launches That Don’t Miss Deadlines

The Problem: Marketing’s ready to promote the new product line, but ops hasn’t approved the Erply inventory levels, and legal’s still reviewing compliance docs.

The Fix: Trigger approvals in ApproveThis when products are added/updated in Erply. Include:

- Auto-generated PDF specs from Erply data
- Compliance checklists
- Photo uploads for packaging approval

Pro Tip: Set approval thresholds so low-stock alerts from Erply can bypass middle management and go straight to purchasing.

3. High-Value Sales That Don’t Get Stuck in Limbo

The Problem: Your ERP shows a $250k B2B order, but it’s stuck until sales, finance, and the COO all approve. Meanwhile, the customer’s getting antsy.

The Fix: Auto-create approval requests in ApproveThis when Erply logs the sale. Include:

- Profit margin calculations pulled from Erply
- Customer order history
- Payment term exceptions
Key Feature: Escalation rules in ApproveThis ping the next approver if someone sits on it for 24hrs.

4. Supplier Onboarding That Doesn’t Risk Compliance

The Problem: Procurement added a new vendor in Erply, but AP needs W9s, sustainability needs certs, and ops needs lead time confirmations.

The Fix: Trigger multi-department approvals in ApproveThis with:

- Supplier docs from Erply
- CSR checklist
- Historical delivery performance (if existing vendor)
Critical Note: Approvers don’t need Erply access – huge for external partners or auditors.

Setup That Takes Minutes, Not Days

Here’s why this isn’t another “IT project”:

1. Connect Erply and ApproveThis via Zapier (no coding).
2. Pick your trigger in Erply – new customer, sale, etc.
3. Map Erply data to ApproveThis fields (drag-and-drop).
4. Set who approves what, with conditions like:

- “Always send purchases over $X to Jane”
- “If product category is ‘perishable’, require warehouse manager sign-off”

Test it with a dummy Erply entry, and you’re live.

Features Your Team Will Actually Use

Beyond basic approvals, ApproveThis handles edge cases Erply can’t:

Vacation Overrides: CFO out? Approvals auto-reassign to their deputy.
Approval Chains: Require sequential sign-offs (legal first, then finance) or parallel.
Mobile-Friendly: Approve via email without logging into Erply.
Audit Trails: Every comment/decision timestamped – crucial for compliance.

Why This Isn’t Just for the Finance Team

Inventory Teams: Approve stock transfers or write-offs without leaving Erply’s interface.
Sales Ops: Auto-flag orders that need manual review based on Erply’s customer data.
Procurement: Get real-time supplier approvals during Erply’s PO creation.
Execs: See approval bottlenecks across departments in one dashboard.

The Bottom Line

Erply keeps your inventory and sales data sharp; ApproveThis keeps your decisions moving. Together via Zapier, they turn “Did you approve that?” into “It’s already handled.”

For teams tired of approval delays muddying up their Erply data accuracy, it’s a no-brainer. Set up a single workflow (like sales order approvals), and you’ll shave hours off your week. From there, scaling to other processes is just clicking duplicate.

Start automating approvals or book a 10-minute demo to see how it works with your Erply data.