.png?height=120&name=Mosaic%20Full%20Logo%20Blue%20(Transparent).png)
To approve transfer demand, the account must be given permission to approve. Once permitted, use the "Bulk Authorization" module.
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".
