1. In Pallet Connect, Approval settings provide an additional layer of verification to ensure transaction details are accurate prior to completion.
Approvals can be configured at both the system and user levels, with user-level settings overriding system-level configurations.
This article explains the various Approval settings that can be enabled.
2. OPTION #1: SYSTEM APPROVALS
To enable approvals, navigate to the main menu and click "Settings".
3. Click "System Settings"
4. Click this search field and type in "approval", or click on the "Application" sub section, to look for Approval settings.
5. Click here for counts to require approval.
If this is enabled, any counts from an "unprocessed trailer" will need to be approved prior to creating a rebate.
6. Click here to enable approvals for Orders.
If this is enabled, any Customer Orders or Pick Up requests that are finalized from a Driver log-in will need approving prior to creating an invoice or rebate.
NOTE: Trailer load pick-ups that are not counted will still be moved to "unprocessed trailer" after signing, they will NOT go to Approvals.
7. Click here to enable Affiliate approvals.
If this is enabled, any transactions completed by an Affiliate (e.g. through the portal) will need approval before creating a rebate or an invoice.
8. Click here to enable Purchase Order approvals.
If this is enabled, any received Purchase Orders will need approving prior to completion.
9. NOTE: If the user completing transactions "can approve transactions" then the transaction will NOT be moved to Approvals; even when the settings Approvals are enabled.
OPTION #2 USER APPROVAL
From the main menu, click "Users"
10. Click on the user name from the list.
11. Click the "Options" tab.
TIP! This is not available for user types: Warehouse, Drivers and Maintenance.
12. Click the "Finalizing Requires Approval" field.
If this is enabled, any transactions the user completes, will need to be approved prior to documentation being generated e.g. rebate, invoice.
NOTE: If Approvals are not enabled in Settings, any transaction completed by the user will still need to be approved.
13. NOTE: Enabling the "Can Approve Transactions" field allows users to complete transactions that require approval.
14. APPROVING TRANSACTIONS
Approval can be carried out through "Batch Approval" pages. This allows the User to approve multiple transactions from the same page.
Customer, Vendor, Supplier and Affiliate sections all have batch approval screens.
See related articles on Batch Approval Reports.
15. Approval can also be completed through the transaction details page.
16. From the slide out or action menu, click "Approve Order And Invoice"
17. A signature of the User is required.
18. The signature can be free hand or digital. Click "Approve" to save.
19. Approval will be noted on the transaction page.
