If your store or company has employees who input purchase transactions and always need a verification or approval from the Supervisor/Manager, there is a configuration setting that you can setup to activate the approval every time a purchase transaction is inputted. The objetcive of activating this 2 steps approval is to hold purchase transactions made by employees to be re-checked or re-validated by their Supervisor/Manager. To do this setup, you can follow the steps down below:

I. Configuration

Step 1. Go to Setup Menu - More Menu - Module

How to Activate Approval when using Buy (2 steps) - Configuration Module

Step 2. Tab Buy - Workflow Buy "Approve" - Save

How to Activate Approval when using Buy (2 steps) - Buy Configuration - Workflow

II. Set Roles User

Step 1. Go to User Menu - Select Group User

How to Activate Approval when using Buy (2 steps) - Approval Roles

Step 2. Roles Buy - More Permission - Approval - Save

How to Activate Approval when using Buy (2 steps) - Approval Roles

III. How To Use

When the config has been activated all you have to do is purchase the item from the supplier as usual using the buy menu.

Step 1. Go to Buy Menu

Make a purchase as usual then press pay to process it.

How to Activate Approval when using Buy (2 steps) - Buy Menu

Step 2. Orders - Supplier Bill

After you make a purchase, you can check the purchase transaction that you have made to the Orders menu and then to the Supplier Bill tab. After config is activated, on the Supplier Bill list you will be able to see a new column addition that explains the status of the purchase.

How to Activate Approval when using Buy (2 steps) - Supplier Bill

Step 3. Click Invoice Number of Supplier Bill - Approve

You can approve the purchase submitted to you by clicking on the invoice number to make an "Approve" or approval.

How to Activate Approval when using Buy (2 steps) - Approve Supplier Bill

Step 4. Approve Successful

After successfully approving the status your invoice will change to "Approved".

How to Activate Approval when using Buy (2 steps) - Supplier Bill Approved

Display Supplier Bill Invoice:

How to Activate Approval when using Buy (2 steps) - Supplier Bill Display

*Important Note: You can receive stocks and receive payment after invoicing is approved.

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