Approve what waits
What waits for approval
Section titled “What waits for approval”| What | Why it waits |
|---|---|
| An order | It goes over the shop’s credit limit and your company lets such orders wait, or it carries a discount above the rep’s allowance. |
| A return | It’s over the return limit your company set. |
| A new shop | A rep proposed it from the street. |
How it works
Section titled “How it works”- Approvals are in Decisions › Approvals in the console. Each card says why it waits.
- Approving moves nothing by itself. An approved booked order still has to be confirmed and delivered by the office; that’s when stock leaves and the invoice is issued.
- The person who took an order can’t approve it.
- Reps aren’t notified on the phone straight away — they see the decision the next time the phone syncs.
In the Nile Fresh day
Section titled “In the Nile Fresh day”Delta Kiosk wants 4 Juice 1L, 456.00 with VAT, on a 300.00 limit. The company asks for approval, so the order waits for the supervisor.
Sales order SO-000002 — status: pending approval · total: 456.00 · reason: credit limit exceeded (over 156.00)
| Item | Before | After | Change |
|---|---|---|---|
| Delta Kiosk credit limit | 300.00 EGP | 300.00 EGP | 0 |
| Order over the limit by | 0.00 EGP | 156.00 EGP | +156.00 |
- Nothing moves while the order waits: no stock, no invoice, nothing owed.
The supervisor approves the order from the list. Omar's phone shows it as approved at its next sync.
Sales order SO-000002 — status: approved
The office delivers the approved order from MAIN; the invoice is issued on delivery.
Sales order SO-000002 — status: delivered
Nile Fresh
INVOICE · INV-000002
- Net
- 400.00
- VAT
- 56.00
- 4 PCS Juice 1L × 100.00400.00
- VAT 14%56.00
TotalEGP 456.00
| Item | Before | After | Change |
|---|---|---|---|
| Main warehouse · Juice 1L | 70 PCS | 66 PCS | −4 |
| Delta Kiosk owes | 0.00 EGP | 456.00 EGP | +456.00 |
Jobs in this stage
Section titled “Jobs in this stage”- Approve or decline a held order
- Approve or decline a held return
- Approve a shop a rep found
- Book an order for delivery
- Propose a new shop
- Example: Take an order over the credit limit through to its invoice
- Example: Add a shop found on the street to tomorrow’s route
If something goes wrong
Section titled “If something goes wrong”| What you see | What to do |
|---|---|
You took this yourself, so someone else has to decide it. SELF_APPROVAL | Someone else has to decide it. |
This order is no longer waiting for approval. Refresh to see what happened to it. NOT_WAITING | Someone already decided it. Refresh to see the outcome. |
This is above the limit your role allows. Ask someone with a higher limit to do it. LIMIT_EXCEEDED | It's above what your role may approve. Ask someone with a higher limit. |