Inventory Approval Settings

1. Click Inventory in the sidebar (under Stock & Purchasing & Shop) and click Stock Items. Click the gear button at the top right to open Inventory Settings, then click Approval Settings on the left.
2. Click New Approval Rule.
   
3. Fill in the rule:
   • Subject: a name for the rule.
   • Approval Rule Name: the document type, such as Goods Received Note, Dispatch Note, Stock Adjustments, Internal Transfer, Packing List or Return Order.
   • Staff Member and will have to Approve or Sign. Click the green + to add more staff.

   

4. Click Save.

Without approval rules, stock documents are approved as soon as you save them.

Feature Stock and inventory control: see what it does and how it fits your workshop.