How can I set up approval steps? (Cin7 Core)
This is how you set up approval steps:
- In the main menu select your Organisation and open the "Approval workflows" page in the "Workflows and settings" section:
- Select a Purchase Order workflow, or design a new one:
- Create as many approval steps as you need using the button.
- Click to rename the approval steps to suit your workflow:
- Add the Approvers for each step by selecting them from the list of users, or add new users by typing in their email address:
- Activate your approval workflow via the button .
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