Approval Module - Guard Your Margins, Protecting Every Deal

Approval module is designed to make sure your sales team sticks to the pricing rules you’ve set. If an order comes in below or exceed your base price, the system immediately flags it for review. No need to worry about sneaky discounts or unapproved deals slipping through—it’s all taken care of.

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Overview of Approval Module

What Can You Do With The Approval Module?

With the approval module, you can set up 3 key triggers for automated approvals:

These triggers can be applied to various documents, including sales orders, invoices, credit notes, delivery orders, and quotations, streamlining your approval process and ensuring compliance with company policies.

Exceed Overdue Limit

Automatically trigger approvals when the customer’s outstanding payments exceed the overdue limit.

Lower Than Minimum Price

Ensure pricing policies are followed by requiring approval for sales below the minimum set price.

Exceed Credit Limit

Prevent overextension by triggering approvals when a customer’s credit limit is surpassed.

Key Benefits of Approval Module

Keeps Profits on Track

By flagging orders that don’t meet your pricing standards, it stops unauthorized discounts that can chip away at your margins. Every deal is profitable and purposeful.

Builds Trust with Customers

Consistent pricing sends a clear message—you’re fair, transparent, and serious about your business.

Simplifies Pricing Control

No more constant reminders or micromanaging—this tool does the work for you. It keeps everyone on the same page and aligned with your strategy.

Saves Time and Hassle

Managers can quickly review flagged orders and make informed decisions without slowing down the workflow.

How To Enable Approval Module in Backend Setting

Step 1

Step 2

Select the company you want to enable for Approval features.

Step 3

Scroll down and locate a section called "Approval" settings.

Step 4

Tick “On” for all options available and click save.

Step 5

Go back to the menu and locate "Manage Position Approval".

Step 6

Set Your Approval Position Level—For Example, You Are the Boss.

Step 7

Go back to the menu again and locate "Approval Module List" to create new approval rules.

Step 8

Create new approval rules based on your needs—for example, a sales order below the minimum price requires the boss's approval before the document can be sent. Click Save and its done.

Step 9

To accept pending approvals, simply head to the menu and locate the 'Approval List.' After clicking on it, you’ll see a list of items waiting for your approval.

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