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".
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.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.