---
title: "About Inventory Approval Plans"
slug: "about-inventory-approval-plans"
updated: 2026-08-10T20:23:35Z
published: 2026-08-10T20:23:35Z
canonical: "help.idibilling.com/about-inventory-approval-plans"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# About Inventory Approval Plans

Typically one or more users needs to approve a back office inventory transaction. Generally a user creates a request for more inventory of an item, which needs to be approved and then can be fulfilled.

To configure Inventory Approval Plans:

- From the Inventory Approval Plans window:

OR

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/33460.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A52Z&se=2026-11-14T11%3A58%3A52Z&sr=c&sp=r&sig=h8YYbxgAyhGmpS3m3dORlolH8f9Vckl8PW579qKoMOQ%3D)

> [!NOTE]
> Note
> 
> If you're on the Inventory approval Plans for 'Global' window, there is no inherit option.
  - either click **Inherit inventory approval from 'Global'** to inherit settings,
  - click **Override inventory approval plan** to override the default and make changes.
- Set an Initial Request Approval User Name using the drop-down list to select either an individual or a group.
- Configure Purchase Order approval permissions on the Purchase Orders tab by moving names of Available Users to the Approval Plan Users side of the window (or vice versa) by clicking the right or left arrows.
  - To set the priority of approved users, click the the up and down arrows. (Approvers with the lower numbers will approve before those with higher numbers.)
- To configure Approval Plan Users and Available Users for Transfers, click the Transfers tab, and use the same mechanism (in the previous step) to select approved users.
- Click **Save** to keep your changes.

You may require one or several users and/or user groups to approve a transfer request. Users and user groups are configured in the Admin Console > Security > Users. If you specify a user group, any user belonging to the group can approve.

If you specify several approvers, those approvers must be ranked to set the order by which the transfer must be approved.

The left **Available Users** pane lists all users with Approve/Reject permission for transfers. The selected approvers are listed in the **Approval Plan Users** pane.
- Use the **>** and **<** buttons to move users and user groups in or out of the **Approval Plan Users** list.
- Once you have the designated approvers in the list, you can adjust the approval order by selecting an approver and using the up and down arrows, or the middle button (with the yellow arrow).

> [!NOTE]
> Note
> 
> Approvers with lower priority number (with 1 being the lowest) must approve before the approver with the next higher number. So, when you establish the order, assign the highest priority number to the final approver.

![Adjust Approver Priority](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/33333.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A52Z&se=2026-11-14T11%3A58%3A52Z&sr=c&sp=r&sig=h8YYbxgAyhGmpS3m3dORlolH8f9Vckl8PW579qKoMOQ%3D)

The arrow buttons move the selected approver up or down one step at a time.

The middle button displays a dialog that lets you enter a new priority for the selected approver. This moves the approver directly to the specified position and the priority of the other approvers is adjusted accordingly.

See also:

[Inventory Approval Plan for Purchase Orders](/v1/docs/inventory-approval-plan)

[Basic Purchase Order Work Flow](/v1/docs/basic-purchase-order-work-flow)