Main page → Sales & Purchase Approval Control
From the AutoCount main page, navigate to the Sales & Purchase Approval Control plug-in.
Sales & Purchase Approval Control — Step-by-step
Sales & Purchase Approval Control → Approval Control
Open the Approval Control section to configure and manage approval workflows.
Manage Approval Control
Set up approval rules, define approvers, and configure conditions for triggering approvals.
Create New Sales Order
Create a new Sales Order as usual. The system will automatically check if approval is required based on the configured rules.
Show Pending
The document now appears in the pending approval list, waiting for the designated approver to review.
Switch User
Switch to the approver's user account to review and act on pending approval requests.
Edit Sales Order
Open the Sales Order to review the details before approving or rejecting the document.
Approval Sales Order
Click Approve to authorize the Sales Order. The approval action and timestamp are recorded for audit purposes.
Show Approved
The document status is now updated to Approved and is ready for posting.
