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Purchase Approval Rules
Supported Editions
Community
Enterprise
Purchase Approval Rules
module allow to approve purchase order in a flow of action of various stakeholder on the basis of their roles.Key Features of Purchase Approval Rules
User can set approval roles and their category.
User can set Approval rules for purchase order with limits.
Set the Roles of Employee who can approve the purchase Order.
Role of Employee can Approve or Reject the Purchase Order.
Role of Employee can get a Email to approve or Reject the Purchase Order.
User can check the Approval Hierarchy and Approval History in Purchase Order.
Create Approval Roles
- Navigate to purchase and Click on Configuration
- Then, Click on Approval Roles Sub-Menu.
Create Approval Category
- Open Configuration and Create Approval Category.
- You Can Create as many Approval Category as you want.
Create Approval Rules
- Set Price Lower and Upper Limit according to their roles.
- Set Upper Limit as -1 it shows the Unlimited Value of Price.
- User can Set the Approval Category on their choice.
- You Can Create as many Approval Rule as you want.
Set Purchase Approval Rule in Settings
- Now, Open Settings and Enable Purchase Approval Rule Checkbox.
- Select Purchase Approval Rule.
Set the Roles of Employee
- Open Employees and Click on HR Settings.
- Set Approval Role.
Set Approval Category in Product
- Open Product and Set Approval Category.
Create Quotation
- In Purchase, Click on Create Quotation
Check Approval Hierarchy and click on send for Approval
- Click on Send for Approval button.
- Check Approval Hierarchy according to their Approval Role.
Employee Approval view(Team Leader and Branch Manager)
- Role of Employee can Approve or Reject the Purchase Order by using these buttons.
Employee Approval View(Region Manager)
Employee Approval View(CEO)
Confirm order and check the Approval Hierarchy
- Click on Confirm order and Check the Status of Approval Hierarchy.
Confirmed Order
Reject Purchase Order
- Here, Role of Employee can reject the Purchase Order.
Popup Reason of Rejection
- User can write the reason for Rejection of Quotation.
Reason for Rejection
Email Send to the Role of Employee
- After Clicking Send for Approval Button in Quotation, Email will be sent to the Role of Employee.
Check Approval Hierarchy
- Here, User can Check the Status of Approval Hierarchy either its Approved or Rejected.
Approval History
- In Approval History Menu, User can Check the Reason of Rejection.
Fixed stock transfer entry issuse.
Kanak Infosystems will provide free 3 months support for bug fixes, any doubts or queries, installation, configuration support or any types of issues related to this module.
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