Approval general overview
What is an Approval?
An approval is your way to enter inventory that a customer is taking on approval, or demo. For example, a customer may take a bassoon out on approval before he or she decides to buy it.
Any item released on approval remains in the inventory file; however, it is coded as being on approval so that it cannot be sold.
The receipt for the approval clearly indicates that it is an approval and not a sale. It also includes the date the item is due back to the store.
Returning an approval
In the event that a customer cancels his or her approval before the end of the approval period or when the customer returns the approval item(s), you can return the approval on the Return Approval window .
System variables for approvals
AIMsi uses system variables to determine how information is used and displayed. The approval function in AIMsi has one specific system variables that you may choose to set up: ApprovalReturnDate. Tri-Tech recommends reviewing this variable on the Application Variables window and updating it as necessary for your business.
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