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What is the difference between an approved and an unapproved order?

The approval status is used as a control mechanism to prevent orders that are not paid or without payment terms being shipped. In order to dispatch an order, it must be “approved” in the system.

For example, if you put an order on invoice terms, you can manually approve it to be paid later.

  1. To do this from the Neto dashboard, navigate to Sales Orders > View orders.
  2. Ensure the order is in View as Sales mode.
  3. Scroll to the bottom of the order and under Pay Later, apply payment terms (eg: due 7 days from date of invoice) and click the Approve button to approve for processing.

Orders that are paid with the total balance will automatically be approved.

  1. To change this setting from the Neto dashboard, navigate to Setup & Tools > All settings & tools.
  2. Click on the Sales Orders & Invoices tab and click Order Processing Rules.
  3. Toggle the option for Auto pick fully paid orders and click Save Changes.

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Last Modified: 28/09/2017 Neto Version: 6.5