Key Heighlights
Double Approval Process in Sale Orders
Set Two Step Verification on Sale Orders
Manager can Approve the Sale Order
Set an Amount Limit on Sale Order
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Configuration Settings
Enable the Sale Order Approval in the Company.
User Access for Sales
Set Minimum Amount
Navigate to Sales -> Settings, Enable the Sale Order Approval and set a minimum amount above which the approval of managers is required.
Sale Order To Approve
Manager can Approve
Authenticated person can Approve or Cancel the Sale Order.
Sale order is Approved
Double Approval Process in Sale Order.
Two-Step Verification in Sale Orders.
Managers can Approve the Sale Orders.
Set an Amount Limit on Sale Order.
The module introduces a dual-review and approval process for sales orders to ensure accuracy, compliance, and reduce risks such as errors or fraud in sales transactions.
After a sales order is created, it is routed for review and approval by two separate individuals or departments. The order can only be finalized once both approvals are obtained.
The system improves sales order accuracy, ensures compliance with company policies, reduces fraudulent transactions, and increases confidence in the sales process.
Latest Release 18.0.1.0.0
4th January, 2025- Initial Commit
