Purchase Approval Setting

  • Last Created On Jul 12, 2023
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Create approval workflows for types: Purchase request, Purchase Order, Quotation, Payment request.


Add New Approval Setting 

    To add a new approval  to your organization:

    • Step 1. Go to Settings menu under Purchase module from the left sidebar.
    • Step 2. Select Approval menu -> Click on the Add Approval Setting button.

    • Step 3. In the Add Approval Setting page, fill the following details:

       
      1. Enter the Subject.
      2. Select Related: Purchase request, Purchase Order, Quotation, Payment request.
      3. Select Approver, select action: Approve or Sign -> click 
      4. 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 Purchase module from the left sidebar
    • Step 2. Select Approval menu -> Select approval setting need to be edited and click Edit 

    • Step 3. Make the necessary changes and click Save button.

    Delete approval

      • Step 1. Go to Settings menu under Purchase module from the left sidebar
      • Step 2. Select Approval 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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