How to Set Up Approval Settings

Overview

Approval settings add a control step so stock documents must be signed off before they take effect — useful for higher-value movements or tighter governance.

Steps

1. Go to Inventory > Settings > Approval Settings.
2. Enable approval for the document types that need it.
3. Set the approvers who can sign off.
4. Those documents then require approval before stock is committed.

Tips

• Only enable approvals where they add value — too many steps slow down day-to-day movements.