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eTrition Ideas Portal
Created by Barbara Adair
Created on Sep 10, 2024

Add Physical Inventory Require Approval Step

When schools/warehouses enter and submit their end of month physical inventory we would like for someone at the central office to review that before it updates the site inventory to verify accuracy of the data. Could there be a submit for approval step for physical inventory like there can be for purchase ordering?

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    Carol Grant
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    Sep 10, 2024

    Hi @Guest

    This is a great idea. Right now you can 'sort of' do this by restricting the site users from posting them so someone else can review them first, but we don't have a 'submit for approval'> 'needs approval' > 'approved workflow. We could make this a little simpler than the PO process and just have a new status of 'ready for review' and someone could review it and then post it.