Assign inventory count approvers and approval limits
Configure inventory count approvals to approve counts automatically, route them through approvers according to adjustment amount, or allow designated universal approvers to approve any count. Open Menu > Administration > QuickStart settings.
Before you begin
Use the Administrator access profile. Users selected as approvers must have access to inventory counts.
Configure inventory count approvals
- Open Menu > Administration > QuickStart settings.
- Select Approvals.
- In Transactions, find Inventory count and select Configure.
- In the approval configuration drawer, turn on Inventory count approval process.
- On the existing approval row, select Edit.
- Enter its maximum Approval limit, select Auto approved or a named Approver, and select Accept to apply the row.
- Add further approval levels in increasing approval-limit order. You can configure up to five approvers. The last approver handles adjustment amounts above that approver’s limit.
- To allow a user to approve counts at any amount, select Add universal approver, select the user, and accept the row.
- Select Save.
When a count is submitted, QuickStart compares its absolute adjustment amount with the configured limits. If it is not automatically approved, the count remains Pending approval until an eligible approver approves or rejects it.