Overview
To approve Transfer Supplies and Transfer Demands, the user's role must have the following:
- Access to the module in particular (to modify, proceed to Access Management then click Modify)
- Approval permission enabled (to modify, proceed to Purchasing > Approval Matrix). Click "Transfer Demand" or "Transfer Supply".
Note:
- In Resto iQ, permissions are granted to the role which are then assigned to the user.
- Purchase Requests and Purchase Orders marked "Pending" will automatically be listed for approval.
- Purchase Requests and Purchase orders created by accounts with Approval permissions will automatically be approved/authorized with the status "Accepted".
Approving Transfer Demand / Transfer Supplies via Bulk Authorization Module
1. Navigate and login to https://app.restoiq.com/
2. Select "Purchasing".
3. Click "Bulk authorization".
4. Click "Select authorization", and from the dropdown list, select either "Transfer Supply" or "Transfer Demand".
5. In this example, we are approving a Transfer Demand. Click "Transfer Demand".
6. Locate the Transfer Demand/Supply you are approving, then select "Approve" under the Actions column on the right side of the table.
7. You may enter a remark/note. When satisfied, click "Confirm".
