Getting Started: How to approve an order

In Winner Bizz, once the user has invoiced the customer, they can now approve the customer's order, which will allow the user to place an order to the supplier or suppliers.

How to approve a customer order

At the Homepage:

1. Select Sales > Projects.
   
   
2. In the Project list, select the desired alternative.
   
   
3. In the Workflow assistant, located on the right side of the screen, the user should see Approve for ordering highlighted in red.
   
   
   
   
4. Click Approve for ordering.
   
   
5. In the Alternative dates window, enter the desired dates into the Approved for order field and the Preferred delivery from field.
   Note: By default, Winner Bizz suggests the current date for the Approved for order field.
   
   
6. Click Save. The order will now appear in the suppliers order list.

Next step: Getting Started: How to place a supplier order

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