Book, approve and deliver orders
How automatic order approval works
Understand DistributorFlow auto approval for administrator and order-taker orders, the customer-order exception and where saved orders appear.
Choose whether an admin-created order should be confirmed immediately.
Where to start
Orders > New Order > Save confirmation prompt
Steps
- The distribution administrator reviews the auto-approval setting shown in Create order or order settings.
- With auto approval enabled, administrator and order-taker orders attempt the normal approval workflow after creation.
- With it disabled, those orders wait for review in the unconfirmed workflow.
- Customer-created distribution orders still require review. POS sales follow their separate workflow.
- Always check the saved result through See this order. A validation or approval problem must not be treated as a completed approval.
Example
Choose No while reviewing a large order before assignment.
Before you finish
This prompt is controlled by Order Settings. POS sales do not use this auto-confirm setting.