A specialty chemical sales organization had field representatives ordering water treatment products across dozens of separate vendor accounts, each with its own product catalog and pricing. Orders requiring approval had no consistent routing process, and there was no reliable way to track an order’s status from submission through fulfillment.

A specialty chemical sales organization had field representatives ordering water treatment products across dozens of separate vendor accounts, each with its own product catalog and pricing.

What Causes This

A specialty chemical sales organization had field representatives ordering water treatment products across dozens of separate vendor accounts, each with its own product catalog and pricing. Orders requiring approval had no consistent routing process, and there was no reliable way to track an order’s status from submission through fulfillment.

How to Fix It

Our team built a canvas Power App running entirely on SharePoint lists, with Power Automate handling all approval logic behind the scenes. Key features included:

• Dynamic product catalogs that load automatically based on the selected vendor account, so pricing always matches the right account
• Fully configurable approval routing — administrators set dollar thresholds and assign approvers directly inside the app, with no need to edit the underlying automation
• Automatic routing so submitters never have to choose an approver themselves; orders route based on amount alone, and orders below the lowest threshold are approved instantly
• A dedicated approvals queue giving each approver a single view of everything awaiting their decision, with actionable approval emails driving the workflow
• A purchasing queue that tracks approved orders through to fulfillment, giving the team a running total of what still needs to be placed
• Built-in help that reads live from the same configuration data administrators maintain, so documentation never drifts out of sync with the actual rules in effect

When to Call a Professional

The organization moved from an ad hoc, email-driven approval process to a fully auditable system where every order’s status, approval history, and fulfillment state is visible in one place — with zero manual routing decisions required from staff.