Create an approval

When to use this procedure

Use this procedure any time a customer removes an item from your store on approval.

Steps to complete

  1. On the Approval window, verify and update, if necessary, the customer information in the Account,Ship To, and Bill To boxes.
  2. Verify and update, if necessary, the store and tax information for the sale in the Tax and Location boxes.
  3. Select the employee who will receive credit for the approval sale in the Empl box. If more than one employee will receive credit, press F6 and create a split sale.
  4. If necessary, update the date the item was released on approval in the Date box and the date the item(s) should be returned to the store in the Rtn Date box.
  5. In the PO# box, enter or update the customer purchase order number.
  6. Select Hold for Req to indicate if this approval should be specifically flagged, for example, if you release an item on approval until you have a PO# to sell the item.
  7. Scan a barcode or add the item details in the Qty, Sku#, Cat, Desc, Price ea, Extended, Discount, and Total boxes. The item is added to the Items on Approval grid.
  8. Repeat step 7 as necessary.

At this point you can save the approval or complete any of the optional steps below.

  1. Add any notes that apply to the approval as a whole in the Notes box below the Items on Approval grid. Press F6 to display the Select Comment window and select a catalog note.
  2. Select an item in the Items on Approval grid and click Change to change the details of any item.
  3. Select an item in the Items on Approval grid and click Delete to remove it from the invoice.
  4. Click Back In to change the total price of the sale.
  5. Click Proposal and/or Order to bring existing proposals and orders forward into the approval.
  6. Select an item in the Items on Approval grid and click Notes to view or update any notes entered for that inventory item or click Detail to view its inventory information.
  7. Click Disc to apply a blanket discount to the approval.
  8. Click Deposit to apply a deposit amount to the approval.

Save the approval

  1. Complete one of the following to save the approval.

Helpful links

Save the POS transaction and post payments

Approval reports

Approval system variables

Approval general overview

Approval window