After the Customer has approved a Quote and the Order is generated, the Order must be approved internally
- Open an Order record
- Click the PROCESS icon
- In the Process Record window that opens, click the Approve Order button. If the Order is not linked to a Project, you will be asked in a new window if you would like to choose a Project Template and create a Project. Select OK or No. 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