Procedures

0:58

Approve a Customer Order

After the Customer has approved a Quote and the Order is generated, the Order must be approved internally

1. Open an Order record
2. Click the Process icon
3. In the Process window, click the Approve button.  The Status field in the Order will change to APPROVED

Note the following:

• Prior to changing the Order from CONFIRMED to APPROVED, the Order displays in the Orders Pick Q, but not in the Shipping Q
• When an Order is in APPROVED status, it displays in both the Orders Pick Q and the Shipping Q
• When an Order is in APPROVED status, changes such as adding and removing items can no longer be made