Sales
How to set up maker-checker approval for orders
IndustryX Suite Team 1 min read Advanced
Available in Professional and above
Why use it
Maker-checker stops errors and fraud, because no single person can both raise and release a document.
Step 1: Decide the rules
Decide which documents need approval, sales orders, purchase orders or both, and who the approvers are. Keep approvers independent of the people who create the documents.
Step 2: Turn on approval
Enable the checker step for sales and purchase orders and assign the approver role.
Step 3: Test it
Raise a test order as a maker. Confirm it waits for approval and that only an approver can release it.
Step 4: Train the team
Tell makers where to see rejected or pending orders, and tell approvers how quickly they should respond.
Good practice
- Give approvers only the access they need
- Review approval turnaround time regularly