## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Custom Approval

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Custom Approval allows organizations to create approval flows that are tailored to their unique business needs, particularly when the default approval flow might not be suitable.

**Note:** This feature is only available in Professional and higher plans. Visit our [pricing page](/inventory/pricing/) to see if this feature is available in your plan.

**Scenario:** Brandon is a Sales Manager at Zylker. Usually, he approves invoices for Zylker’s customers. However, if an invoice total is more than $10,000, Patricia, the Head of Sales, must approve it. Brandon sets up a custom approval in the Invoices module of Zoho Inventory by adding a criteria that invoices of $10,000 or more should be sent to Patricia for approval.

### Create a Custom Approval

To create a custom approval flow for a module:

*   Go to **Settings** in the top right corner of the page.
*   Navigate to the module for which you want to add a custom approval.
*   Click the **Approvals** tab.
*   Click **Custom Approval** under _Approval Type_.
*   Click **New Custom Approval**. You’ll be redirected to the New Custom Approval page.
*   Enter the **Approval Name** and provide a **Description** if required.
*   Add the criteria based on which the custom approval should be triggered. Click **\+ Add Criterion** to add more criteria.
*   Select the approval flow. You can configure an approval flow, or choose to auto accept or auto reject transactions.
*   Click **Save**.

### Prioritize an Approval

If you’ve created multiple custom approvals for a module, in some cases, transactions can fulfill the criteria of more than one custom approval. In such cases, you can prioritize which custom approval should be triggered first. Here’s how:

*   Go to **Settings** in the top right corner of the page.
    
*   Navigate to the module for which you want to prioritize custom approvals.
    
*   Click the **Approvals** tab.
    
*   Click **Custom Approval** under _Approval Type_.
    
*   Click the Edit button next to PRIORITY.
    
*   Drag and reorder the approvals as per priority. The approval with priority number 1 will be prioritized over the other approvals.
    
*   Click **Save Priority Changes**.
    

### Edit or Delete a Custom Approval

You can edit and delete the custom approvals if required. Here’s how:

*   Go to **Settings** in the top right corner of the page.
*   Navigate to the module for which you created the custom approval.
*   Click the **Approvals** tab.
*   Click **Custom Approval** under _Approval Type_.
*   Hover over the custom approval you want to edit or delete.
*   Click the dropdown and select **Edit** or **Delete**.
*   If you want to edit a custom approval, click **Edit**. Make the necessary changes and click **Save**.
*   If you want to delete a custom approval, click **Delete**. Click **Delete** again.