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Enabling Automatic Creation of Sales Orders and Returns

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Disabling approval steps significantly speeds up order processing times, resulting in faster delivery and improved customer satisfaction.

Enabling Automatic Creation of Sales Orders and Returns

  • Go to Settings.
  • Open the "Module Settings".

Note: The Default Selection here is the “Sales” Module.

  • Activate the settings: "Automatic related documents for SO" and "Automatic related documents for SR".
  • Select the users allowed to create automatic documents from the dropdown list.
  • Click on "Save".
Enabling Automatic Creation of Sales Orders and Returns — Click on "Save".

Note: To require approval for cash in/out documents related to sales or returns, do not enable the "Create automatic cash in" and "Create automatic cash out" settings.

Frequently asked questions

How do I make the cash documents linked to a sales order go through approvals?

To require approval for cash in/out documents related to sales or returns, do not enable the "Create automatic cash in" and "Create automatic cash out" settings.

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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