Submitting a Sales Order
- 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.
- Click on the sales order to view its details. Click Submit for Approval.
- 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
- 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.
- Your sales order has now returned to its previous 'draft' status.