Sales Order Approval Process in CRE8Rx ERP
In short
Create the order at Sales → Sales Orders → New Order and click Create & Send for Approval. An admin approves it on the Approvals page; the order becomes Confirmed, the project moves to In Progress at the Design stage, and the order lines become the project's equipment.
| Where | Sales → Sales Orders, then Approvals |
|---|---|
| Who can do it | Only an administrator can approve sales orders. An admin's own order is approved automatically. |
| Steps | 6 |
Step by step
- 1
Create the order
Go to Sales → Sales Orders and click New Order. Choose the Client (required) and a Project — or + Create new project automatically — and set Expected Delivery, Payment and Delivery Terms.
- 2
Add the items
Enter Description, Quantity and Rate for each line (required), with Specification, Size, Make, Model and Remarks as needed. Excel import is available.
- 3
Attach the customer's PO / PI
Upload the customer's purchase order or proforma invoice in the Customer PO / PI card. For anyone who is not an admin it is required before sending for approval.
- 4
Send for approval
Click Create & Send for Approval. The order becomes Pending Approval and all admins are notified.
- 5
Admin approves
The admin opens Approvals, checks the attached PO / PI against the prices and clicks Approve — or Reject with a reason, which sends the order back to Draft.
- 6
What happens next
The order becomes Confirmed, the project moves to In Progress at the Design stage, the order lines become project equipment, and design, the project manager and the owner get a New Project Released notice.
Common questions
Who can approve a sales order?
Only an administrator. An order raised by an admin is approved automatically; everyone else's goes to Pending Approval and every admin is notified.
Why can't I send my order for approval?
For anyone who is not an admin, the customer's PO or PI must be attached first. The form says so and blocks Create & Send for Approval until a file is uploaded.
What happens to the project after approval?
The order becomes Confirmed and its project moves to In Progress at the Design stage. The order lines become the project's equipment, and design, the project manager and the owner are notified.
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