DocumentationAuto-Approval Configuration

Auto-Approval Configuration

Set up intelligent auto-approval to streamline your pricing workflow

Auto-Approval Configuration

Auto-approval allows PriceFlux to automatically process trusted price changes, saving you time while maintaining control over critical decisions.

How Auto-Approval Works

PriceFlux uses a 3-stage processing system:

  1. Pending - Price changes await review or auto-processing
  2. Processing - Changes are being applied to your store
  3. Completed - Price updates are live in your store

Enabling Auto-Approval

  1. Navigate to SettingsAuto-Updates in PriceFlux
  2. Toggle "Enable automatic price updates"
  3. Configure your approval criteria (see below)
  4. Save your settings

Auto-Approval Criteria

By Price Change Amount

Set thresholds for automatic approval based on price change size:

✅ Auto-approve increases up to: $25
✅ Auto-approve decreases up to: $50
❌ Manual review required for larger changes

By Percentage Change

Configure percentage-based thresholds:

✅ Auto-approve increases up to: 15%
✅ Auto-approve decreases up to: 25%
❌ Manual review for higher percentages

By Product Value

Set different rules based on product price ranges:

Products under $100:
✅ Auto-approve up to 20% changes

Products $100-$500:
✅ Auto-approve up to 10% changes

Products over $500:
❌ Always require manual review

Safety Controls

Maximum Daily Changes

Limit how many price changes can be auto-approved per day:

  • Conservative: 10 changes per day
  • Moderate: 25 changes per day
  • Aggressive: 50+ changes per day

Product Exclusions

Exclude specific products from auto-approval:

  • High-value items (over $1000)
  • New products (less than 30 days old)
  • Products with recent manual price changes
  • Items tagged as "manual-only"

Monitoring Auto-Approved Changes

Real-Time Notifications

Get notified about auto-approved changes:

  • Email summaries - Daily digest of all auto-approved changes
  • Slack integration - Real-time notifications to your team channel
  • Dashboard alerts - In-app notifications for significant changes

Review Dashboard

Track auto-approval performance:

  1. Go to Dynamic PricingPrice Changes
  2. Filter by "Completed" status
  3. Review auto-approved changes marked with ⚡ icon

Best Practices

Start Conservative

When first enabling auto-approval:

  • Set low thresholds (5-10% changes)
  • Limit daily changes to 10-15
  • Monitor results for 1-2 weeks
  • Gradually increase thresholds based on performance

Regular Review

  • Check auto-approved changes weekly
  • Look for patterns in successful vs. problematic changes
  • Adjust criteria based on your comfort level
  • Review excluded products monthly

Emergency Controls

Keep manual override options available:

  • Pause auto-approval - Temporarily disable for all rules
  • Rule-specific controls - Disable auto-approval for specific rules
  • Revert capability - Quickly undo auto-approved changes if needed

Example Configuration

Here's a balanced auto-approval setup for a mid-size store:

Auto-Approval Settings:
  Enabled: true
  
Price Change Limits:
  Max Increase: $20 or 12%
  Max Decrease: $30 or 20%
  
Daily Limits:
  Max Changes: 25 per day
  
Product Exclusions:
  - Products over $500
  - Products tagged "manual-review"
  - New products (< 14 days)
  
Notifications:
  Email Summary: Daily at 9 AM
  Slack Alerts: For changes > $15

Troubleshooting

Changes Not Auto-Approving

Check your criteria:

  • Verify price change amounts are within thresholds
  • Ensure products aren't excluded
  • Confirm daily limits haven't been reached

Review rule settings:

  • Rules must be active for auto-approval to work
  • Check that conditions are being met
  • Verify baseline data is available

Too Many Auto-Approvals

Tighten criteria:

  • Reduce percentage thresholds
  • Lower daily change limits
  • Add more product exclusions

Review rule performance:

  • Check if rules are too aggressive
  • Consider longer analysis periods
  • Adjust condition thresholds

Disabling Auto-Approval

To disable auto-approval:

  1. Go to SettingsAuto-Updates
  2. Toggle off "Enable automatic price updates"
  3. All pending changes will require manual review
  4. Existing processing changes will complete normally

Next Steps

Questions about auto-approval? Contact our support team for personalized configuration help.