Create approval workflows for types: Inventory receiving voucher, Inventory delivery voucher, Internal delivery note, Loss & adjustment, Packing list, Order return
- Approval process for 1 person
Once the corresponding ticket is created and approved, the person selected for approval will receive a web and email approval request notification. Only the person specified in the approval process can make the approvals. corresponding vote.
Send a notification to the ticket creator after completing the approval.
- Signature process for 1 person
Once the corresponding slip is created and approval is submitted, the person selected to sign will receive a web and email signature request notification.
Only the person designated in the approval process can sign the respective forms.
Send a notification to the ticket creator after completing the signature.
- Approval process for multi-person
Once the corresponding ticket is created and the approval request is submitted, only the first person in the approval process receives the approval request notification via web and email.
When the first person in the approval process is approved, the next person in the process will receive a notification requesting approval via email and web.
When the first person in the approval process is Rejected, the next person in the process does not receive the approval request message and does not show the approval button in the ticket details.
Only people in the process have the authority to approve votes.
- Signature process for multi-person
After the corresponding ticket is created and approved, only the first person in the process receives the approval request message via web and email.
When the first person in the process agrees to sign the next person in the process will receive a notification requesting approval via email and web
In case the first person in the approval process does not sign, the next person in the process does not receive the approval request notification and does not display the sign button in the ticket details.
Only those in the process have the right to sign the ballot
- Process with both approval and signature for multiple people
Once the corresponding ticket is created and the approval request is submitted, only the first person in the process receives the approval/signing request via web and email.
In case the first person in the process agrees to Approve/sign, the next person in the process will receive an approval/sign request via email and web.
In case the first person in the Reject/ approval process does not sign, the next person in the process does not receive the approval/signing request message and the approve/sign button is not displayed in the slip details.
Only those in the process have the authority to approve/sign the ballot.
Add New Approval Setting
To add a new approval to your organization:
Step 1. Go to Settings menu under Inventory module from the left sidebar.
Step 2. Select Approval Settings menu -> Click on the New approval setting button.
Step 3. In the New approval setting page, fill the following details:
Enter the Subject.
Select Related: Inventory receiving voucher, Inventory delivery voucher, Internal delivery note, Loss & adjustment, Packing list, Order return
Select staff
Select action: approve or sign
Click to add another approver to the process Click to remove a approver from the process
Step 4. Click Save button
Edit approval setting
To edit the details of an existing approval :
Step 1. Go to Settings menu under Inventory module from the left sidebar
Step 2. Select Approval Settings menu -> Select approval setting need to be edited and click Edit
Step 3. Make the necessary changes and click Save button
Delete approval
Transaction after auto-generated is approved
Step 1. Go to Settings menu under Inventory module from the left sidebar
Step 2. Select Approval Settings menu -> Select the approval need to be deleted and click Delete
Step 3. Confirm your selection in the following pop-up. The approval will be deleted.
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to add another approver to the process
to remove a approver from the process
