Sale Approval
Features:
The application allows you to approve or reject Sale Order through the setting of approvals.
Notifications of Sale approval requests are sent by email to approvers, and customers are notified when Sale order approvals have been received.
This module has tested in community and enterprise version 17.0
Sale Approval Workflow
Once the installation has been completed, go to Sale Configuration and add approvers.
Sale orders can be sent for approval by clicking the button Send Sale For Approval and moving into the waiting for Approval stage once sent.
To approve that SO, approvers will be notified by email.
User Shinefy has sent SO for approval so now SO is in waiting stage.
Here Admin user is added in approvers so he can see approve and Reject button.
After the Sale order is approved by the approver, it will create a chatter activity with the name of the approver.
Standard functionality to confirm Sale order.
Sale order goes to Sale Order stage.
Approver Can reject order it will open wizard to enter Reject reason.
Rejected order will move to rejected stage and from chatter we can see SO is rejected by which user and in other info we can see rejected reason.
Get Immediate support for any of your query
You will get 15 days of free support for any doubts, queries, and bug fixing (excluding data recovery) or any type of issue related to this module.
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