PO Three Level Approvalby Candidroot Solutions Pvt. Ltd. https://www.candidroot.com/
• Purchase (purchase)
• Inventory (stock)
|Lines of code||344|
|License||See License tab|
|Also available in version||v 13.0 v 14.0|
PO Three Level Approval
This module helps to approve purchase orders,
according to manager approval limit.
PO Three Level Approval Credentials
Three Level Approve Settings
Settings -> Users & Companies -> Companies -> Select your company -> Three Level Approve Settings Tab
Configure Three Level Approve Settings
Settings -> Users & Companies -> Users -> Select your user -> Custom groups under purchase section
Assign managers according to groups.
Create Purchase Order From User
Click on Confirm Order button.
To Approve Sate
After Order is confirm, purchase order state will move into To Approve state.
Here A RFQ/Purchase order is created from user side, with amount of $ 3,500.00, which is higher than purchase manager limit.
Purchase Manager Notification
In order to notify purchase manager, an email will get sent from user to purchase manager.
Purchase Manager Approve Order
Click on Approve Order button.
Waiting Finance Approval State
After Order is approve, purchase order state will move into To Finance Approval State and Purchase Manager info will get added under Approve Information section.
Here A RFQ/Purchase order is created from user side, with amount of $ 3,500.00, which is higher than finance manager limit.
Finance Manager Notification
In order to notify finance manager, an email will get sent from purchase manager to finance manager.
Click on Finance Approval button.
Waiting Director Approval State
After Order is approve, purchase order state will move into To Director Approval State and Finance Manager info will get added under Approve Information section.
Here A RFQ/Purchase order is created from user side, with amount of $ 3,500.00, which is higher than director manager limit.
In order to notify director, an email will get sent from finance manager to director.
Click on Director Approval button.
Purchase Order State
After Order is approve, state will move into To Purchase Order state and Director Manager info will get added under Approve Information section.
Then shipping record will get created, when puchase order is fully confirmed.
Refuse button for each manger.
Refuse Purchase Order Wizard
Add refuse reason and click on Refuse button.
When manager click on refuse button, realted information will get added under Refuse Information section and purchase order state will move into Refuse state.
In order to notify user, an email will get sent from director to user about purchase order refusal.
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