Sales Order Approval

Require Approval to Allocate Sales Orders

Purpose

Flourish always reflects live inventory: total, sellable, available, allocated, and non-available quantities. Some businesses require an approval step before a sales order can be allocated. Enable this optional facility configuration to add that approval layer.

Prerequisites

You need access to Configuration and User Roles in Settings.

Grant the Approve Orders Permission

1. Click the gear icon.
2. Click Settings.
3. Select User Roles.
4. Select the facility you need.
5. Click the CONFIGURE icon for the role.
6. Locate the Outbound row.
7. Click Actions next to Outbound to open the Actions For Outbound Orders modal.
8. Toggle Approve Orders to On.
9. Close the modal.
10. Click Save.

Turn On Order Approval in Configurations

1. Click the gear icon.
2. Click Settings.
3. Select Configuration.
4. Select the facility you need, if you have more than one.
5. Under Outbound, locate Require order approval to allocate inventory.
6. Toggle it On.
7. Click Update.

What Happens Next

When Require order approval to allocate inventory is on, a user with the Approve Orders permission must approve a sales order before it can be allocated. That user sees an Approve option on the order. When the setting is off, no approval flag appears, and any permitted user can allocate packages to the order directly.