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How to use Approval levels effectively

  1. You can view all stock actions that need to be approved, by clicking on the ‘APPROVALS’ report.
  2. To approve the stock action, simply click on the stock action below.

  1. The stock action page will open, and you are able to then approve the stock action by clicking the ‘APPROVE’ button.
  2. To edit the stock action, click on the ‘EDIT’ button.
  3. Notes can be made by clicking on the ‘NOTES’ button.
  4. If you wish to print the stock action, click on the ‘PRINT’ button.
  5. To reject the stock action, click on the ‘REJECT’ button.

  1. To view the stock actions awaiting approval in a selected area, click on ‘STOCK ORDERS’.
  2. Click on the stock action you wish to view.

  1. The stock actions for the area chosen will be listed under the ‘AWAITING APPROVAL’ tab.
  2. To approve the stock action, simply click on the stock action you wish to approve.

  1. The stock action page will open, and you are able to print the stock action by clicking ‘PRINT’ button.
  2. Notes can be made by clicking on the ‘NOTES’ button.
  3. If you would like to reject the stock action, simply click on the ‘REJECT’ button.
  4. To continue to approve the stock action, click on the ‘GO APPROVE’ button.

  1. The stock action page will open, and you are able to then approve the stock action by clicking the ‘APPROVE’ button.
  2. To edit the stock action, click on the ‘EDIT’ button.
  3. Notes can be made by clicking on the ‘NOTES’ button.
  4. If you wish to print the stock action, click on the ‘PRINT’ button.
  5. To reject the stock action, click on the ‘REJECT’ button.

  1. The approval page will open; you can leave a note below.
  2. Click on the ‘APPROVE’ button.

  1. After the stock action is approved, it will no longer be listed under the Approval Report or the Awaiting Approval tab within the stock actions.

 

STEP-BY-STEP BREAKDOWN

  1. You can view all stock actions that need to be approved, by clicking on the ‘APPROVALS’ report.
  2. To approve the stock action, simply click on the stock action below.
  3. The stock action page will open, and you are able to then approve the stock action by clicking the ‘APPROVE’ button.
  4. To edit the stock action, click on the ‘EDIT’ button.
  5. Notes can be made by clicking on the ‘NOTES’ button.
  6. If you wish to print the stock action, click on the ‘PRINT’ button.
  7. To reject the stock action, click on the ‘REJECT’ button.
  8. To view the stock actions awaiting approval in a selected area, click on ‘STOCK ORDERS’.
  9. Click on the stock action you wish to view.
  10. The stock actions for the area chosen will be listed under the ‘AWAITING APPROVAL’ tab.
  11. To approve the stock action, simply click on the stock action you wish to approve.
  12. The stock action page will open, and you are able to print the stock action by clicking ‘PRINT’ button.
  13. Notes can be made by clicking on the ‘NOTES’ button.
  14. If you would like to reject the stock action, simply click on the ‘REJECT’ button.
  15. To continue to approve the stock action, click on the ‘GO APPROVE’ button.
  16. The stock action page will open, and you are able to then approve the stock action by clicking the ‘APPROVE’ button.
  17. To edit the stock action, click on the ‘EDIT’ button.
  18. Notes can be made by clicking on the ‘NOTES’ button.
  19. If you wish to print the stock action, click on the ‘PRINT’ button.
  20. To reject the stock action, click on the ‘REJECT’ button.
  21. The approval page will open; you can leave a note below.
  22. Click on the ‘APPROVE’ button.
  23. After the stock action is approved, it will no longer be listed under the Approval Report or the Awaiting Approval tab within the stock actions.