Submitting a Sales Order

  1. After you have created and made any necessary edits to your order, you may submit it for approval. Before a sales order is submitted for approval, it has a 'draft' status.
    1. Click on the sales order to view its details. Click Submit for Approval.
  2. Your sales order now has a 'pending' status. A manager with approval permissions will now approve or reject your sales order. Visit this article for information on approving and rejecting sales orders.

Reverting an Approval Request

  1. If you have submitted your sales order for approval in error, you can revert your approval request. Click revert approval request in the sales order's details.
  2. Your sales order has now returned to its previous 'draft' status.