Approvals and credit control

When a document needs approval

Two rules on the Rules tab of Settings → Sales can send a document for approval:

With Discount approval set to Block discounts above the limit, the discount is simply refused instead. With Credit control set to Warn the salesperson, the salesperson sees a Credit check message and may click Post anyway.

As a salesperson

1. 1Prepare the document as usual. While you edit, the totals tell you if a discount is above your limit.
2. 2Click Create quotation, Create sales order or Post invoice. Instead of being created, the document is Sent for approval and you see why.
3. 3The document waits under Drafts → My drafts with the status Waiting for approval. You can Withdraw it to change it.
4. 4When an approver decides, you get a notification on the bell at the top of the screen. - Approved: open the draft and create or post it. Changing it after approval asks for approval again. - Rejected: the approver's reason is shown on the document.

As an approver

You need the Sales: approve permission.

1. 1The bell shows a notification for each new request. In Sales, Drafts shows a number when something is waiting; open Drafts → Approvals to see the list.
2. 2Open a request to see the full document and the reason it needs approval.
3. 3Click Approve at the bottom, or Reject and write the reason the salesperson will see.