Set up multi-stage approval processes for critical business operations like purchase orders, stock adjustments, payroll, and discounts. Ensure proper oversight and prevent unauthorized actions.
Go to Settings → Approval Workflows from the main menu.
Click New Workflow. Select the module: Purchase Orders, Stock Adjustments, Payroll, Discounts, or Expenses.
Add one or more stages. For each stage, select the approver role (e.g., Manager, Admin, Department Head) and set conditions like minimum amount thresholds.
Configure parallel vs. serial approval, escalation timeouts, and delegate rules for when approvers are away.
Toggle the workflow to Active. From now on, actions in that module will require approval before being finalized.
Use the Approvals dashboard to view pending, approved, and rejected requests. Approvers receive email and in-app notifications.