The Inventory Approval Plan specifies the designated approver for inventory requests (mandatory) and one or more approvers for requested purchase orders which are generated by inventory requests. If your company policy requires multiple approvers for purchase orders, the approvers must be ranked to establish an approval order.
By default all locations inherit their respective approval plans from the global Inventory Approval Plan. Plans may be adjusted on a location-by-location basis.
To configure the Inventory Approval Plan, from the main menu select POS Back Office > Locations > location > Inventory Approval Plan. This opens the Inventory Approval Plan configuration form for the selected location. This form lets you specify:
the user required to approve inventory requests.
users and/or user groups required to approve purchase orders. Users and user groups are configured in the Admin Console > Security > Users.
To configure an Inventory Approval Plan:
Choose whether to inherit the approval plan from the parent location (default), or to override and make changes. The Inventory Approval Plan can be inherited from the parent location (default), or you may choose to override the parent location by selecting the Override Inventory Approval Plan radio button.
Select an Inventory Request approver. Select one approver from the Initial Request Approver drop-down menu. This list is populated with all users and groups with Approve/Reject permission for inventory requests as configured in Admin Console > Security > Profiles > Permission Profiles. If you specify a user group, any user belonging to the group can approve.
Select one or more Purchase Order approvers. You may require one or several users and/or user groups to approve a purchase order. 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 purchase order must be approved.
The left Available Users pane lists all users with Approve/Reject permission for purchase orders. 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:
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.
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.
Click Save when you are finished.