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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