Reviewing Sales Order Approvals
Step 1: Configurations
Menu Path: Control Panel > System Admin > EMP Configurations > Distribution >
Sales Order Approval Options > Always requires approval
Optional
Step 2: User's Permission
Menu Path: Control Panel > System Admin > Manage Users > Configure Role Permission >
* Distribution > General Permissions > Permission To Approve/Reject Sales Orders
- Level 1 - Allow to approve / reject sales orders
- No Authority - Not allow to approve / reject sales orders
* Distribution > Sales Order Credit Approval Listing By Branch
Step 3: Approve Sales Order
method 1:
Menu Path: Distribution > Order Taking > Misc Listing > Sales Order Credit Approval Listing >
- Approval Date - Untick
- Arroval Status - unapproved
method 2:
Menu Path: Distribution > Order Taking > Edit Sales Order
- Approval by Sales Order
Tips
# When user tried to convert unapproved Sales Order, system promt message
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