Approvals for Sales Orders

In this help document, you’ll learn how to configure approvals for the Sales Orders module, and submit, approve, and reject sales orders in Zoho ERP.

Configure Approvals for Sales Orders

If your business requires sales orders to be reviewed before confirmation, you can configure approvals for the Sales Orders module in Zoho ERP.

By default, the approval type will be No Approval. You can choose an approval type based on your business requirements.

To configure approvals for the Sales Orders module:

• Go to Settings in the top right corner.
• Click Sales Orders under Sales.
• Click the Approvals tab.
• Select the required Approval Type and configure the preferences.
  • You can choose from Simple, Multi-Level, or Custom approval.
• Click Save.

Submit Sales Orders for Approval

If approvals are enabled for the Sales Orders module, you must submit sales orders for approval before they can be processed further.

To submit an individual sales order for approval:

• Go to Sales on the left sidebar.
• Click Sales Orders from the Modules bar.
• Open the sales order you want to submit.
• Click Submit for Approval at the top.
• Confirm your action by clicking Yes in the pop-up.

You can also submit multiple sales orders for approval:

• Go to Sales on the left sidebar.
• Click Sales Orders from the Modules bar.
• Select the sales orders you want to submit.
• Click Submit for Approval at the top pane.
• Confirm your action by clicking Yes.

Once submitted, the sales orders will be sent to the approver. Approvers and submitters will receive email and in-app notifications if notifications are enabled for the Sales Orders module.

Approve Sales Orders

If a sales order is submitted to you for approval, you can review and approve or reject it.

To approve a sales order:

• Go to Sales on the left sidebar.
• Click Sales Orders from the Modules bar.
• Open the sales order you want to review.
• Click Approve at the top.
• Confirm your action by clicking Yes in the pop-up.

You can also approve multiple sales orders at once:

• Go to Sales on the left sidebar.
• Click Sales Orders from the Modules bar.
• Select the sales orders you want to approve.
• Click Approve at the top.
• Confirm your action by clicking Yes.

Once approved, the sales orders can be processed further for shipment or invoicing.

Reject a Sales Order

If a sales order does not meet your requirements, you can reject it.

To reject a sales order:

• Go to Sales on the left sidebar.
• Click Sales Orders from the Modules bar.
• Open the sales order you want to review.
• Click the dropdown next to Approve and select Reject.
• Enter the reason for rejection and click Yes.

The sales order will be rejected, and the submitter will be notified if notifications are enabled.

Resubmit a Rejected Sales Order

If a sales order was rejected due to incorrect or missing information, you can make the necessary changes and resubmit it for approval.

Here’s how:

• Go to Sales on the left sidebar.
• Click Sales Orders from the Modules bar.
• Open the rejected sales order and click Edit at the top.
• Make the required changes and click Save.
• Click Resubmit at the top.
• Confirm your action by clicking Yes.

Disable Approvals for Sales Orders

If your business does not require approvals for sales orders, you can disable approvals for the Sales Orders module.

To disable approvals:

• Go to Settings in the top right corner.
• Click Sales Orders under Sales.
• Go to the Approvals tab.
• Select No Approval.
• Click Save.