Promotions approval with exception based workflow

22 Jun 09

The workflow authorisation capabilities of Promax allow controls to be applied to the amount of money on a promotion. The control is set as a series of management parameters and applied at the point of confirmation of the promotion.

The user hierarchy within Promax PX allows for the escalation of promotions that exceed the authority of the current user. These can be alerted to a senior manager via email or the welcome screen, and reviewed within the Promotion To Do window.

Two types of control are used, the total amount of money on the promotion, it must be below the limit of the individual doing the confirmation, and the amount per product that is offered as a case deal must also be below the limit for that person. When a deal is above the limit of that person, the authorisation will escalate to the next level of management. A manager can be set as having another limit for total spend and the escalation process can continue further up the organisation.

The screenshot above shows the promotional program window from Promax. Each of the bubbles in this display represents a promotion. The colours of the bubble represents the status of the promotion as it passes through its life cycle. White bubbles indicate planned promotions, the bubbles indicate confirmed all active promotions. The yellow and red bubbles indicated exception conditions where management criteria have been breached. Each of these promotions are subject to a variety of workflow and authorisation mechanisms.