Workflow Efficiency - Cin7 Core, Formerly Dear Systems: Mastering Your 'Awaiting Approval' Status

Revolutionize your sales and purchase processes with the game-changing 'Awaiting Approval' feature on Cin7 Core, formerly Dear Systems. Embrace efficiency like never before.
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Welcome back, enthusiasts of process efficiency and streamlining! There's something incredibly exciting and fresh off the development lines of Cin7 Core, formerly known as DEAR Systems. If you've ever aspired for a more thorough approval mechanism in your sales and purchase processes, this update is designed with you in mind.

Dive with us into the newly launched feature - the 'Awaiting Approval' status filter on Cin7 Core. This innovative addition promises to drastically alter the way you handle your sales and purchases. Originally, this transformative feature was solely accessible when Core to Core Networking was activated. But the game has changed now! Regardless of the status of order or quote approval, this feature stands ready for action.

This cutting-edge feature introduces a major paradigm shift, substantially revolutionizing the sales and purchase modules. Visualize the convenience of segregating your sales and purchases based on their 'Awaiting Approval' status. This game-changing update assures a fluid and hiccup-free workflow, a boon for all users!

However, before you dive into exploring this novel feature, there's a critical prerequisite to acknowledge. In order to exploit this feature, you must ensure that quote approval has been enabled. The pathway is simple - navigate to 'Settings', select 'General settings', then proceed to either 'Sale process customisation' or 'Purchase process customisation' to enable it. Furthermore, be mindful to set user access rights accordingly. Essentially, the approval setting must be disabled, or this feature will not function.

The functionality of this feature is simple yet incredibly powerful. The 'Awaiting Approval' status can be selected from the status filter dropdown menu when examining your sales or purchase list. This addition significantly simplifies the tracking of your orders awaiting approval.

Here's a snapshot of the workflow: whilst logged in with a limited user account, the creation of a Quote enables its Authorisation. However, an additional layer of approval is required. This sales order or quote now appears in the list of items requiring approval, facilitating managers to swiftly locate and either approve or reject from the enumerated list. A quick tip - the mass action menu when listing orders allows you to approve or reject an order.

With the conclusion of our walkthrough, we're excited for your journey with this remarkable new feature. We're confident that it will smoothen your workflow to the consistency of silk! Stay ahead and stay updated - remember, the key to success lies in innovation and productivity. Don't hesitate to reach out to Software4Business for any assistance and until our next update, continue to innovate and strive for efficiency.

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