Book, approve and deliver orders
How to review and permanently approve orders
Select the intended orders, review the processing preview and complete permanent approval in DistributorFlow after resolving warnings.
Finalise selected orders and generate their sales invoices.
Where to start
Orders > Shared order list > Permanent approval action > Preview > Proceed
Steps
- Open the applicable order workspace and filter to the orders you intend to process.
- Select the intended orders and verify the selected count, customer details and responsible salesman.
- Open the processing or confirmation preview and read its order and financial details.
- Resolve missing delivery information, warnings or incorrect selections before proceeding.
- Use the permanent approval action only after review, then check the resulting confirmed orders or invoice records. Approval does not mean a delivery or payment has happened.
Example
Finalise verified delivered orders after checking receiving and discounts.
Before you finish
This generates invoices, applies order stock handling and earnings. Invoice approval follows your Invoice Settings; check the final response.