Inventory - Workflow

The Inventory Workflow settings let you enable the approval and/ or filing of items or vendors.

To configure the inventory workflow, follow these steps:

  1. In the Settings accordion menu, select Preferences.
  2. Click the Inventory tab.
  3. Click Workflow. The Item and Vendor page appears.
  4. Select to enable:
    • Enable Item Approvals
    • Enable Item Filing
    • Enable Vendor Approvals
    • Enable Vendor Filing

The following table describes the fields on the Item and Vendor page.

Fields and Buttons Description
Item  
  Enable Item Approvals checkbox If this box is checked, then new items must be approved before they become available for sale. If it isn't checked, then new items are approved automatically.
Enable Item Filing checkbox If this box is checked, then items must be filed before they can be closed. If it isn't checked, then items can be closed without being filed.
Vendor  
  Enable Vendor Approvals checkbox If this box is checked, then new vendors must be approved before purchases can be made from them. If it isn't checked, then new vendors are approved automatically.
Enable Vendor Filing checkbox If this box is checked, then vendors must be filed before they can be closed. If it isn't checked, then vendors can be closed without being filed.