Sales order approval for Inventory

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welcome everyone today we're going to be covering obviously purchase order approvals as the slide says um as some of you know this is one of our somewhat newer features too i think we released it earlier this year so hasn't been around for too long yeah but it was really requested and we heard that a lot and finally we were able to actually make it come to life thank you to all our developers and you know everyone involved but um yeah so this is uh something that's currently available on our plus plan and i'll let andre kind of talk about that a little bit more yeah so i mean the plus plan i mean it really it speaks to a lot of our you know we work with small medium and larger businesses as well so i mean you know if you're currently on our you know one of our standard plans or our light plans and you're looking for more in terms of whether it's more users or more orders uh you know whatever the case might be um you know plus plan is a great option and don't feel don't hesitate to reach out to us uh you know on their sales team uh we're friendly people uh we're more than happy to have a chat and uh see it's really about you know doing what's right for you and making sure that you're getting the most out of inflows so uh plus plan has a lot of great features that help a lot of our larger customers out yeah so if you have you guys have any questions about your plan that you might be currently on or if you're a new user if you're a new user reach out to sales at inflowinventory.com and then if you're an existing customer and existing user and you possibly want to switch over definitely feel free to reach out to support which noria posted in the chat so those emails are right there and you'll be able to just send us a quick message if you guys want to have a conversation about what's going to work for you we've also got chats through our website there's lots of ways you can get in touch with us so you can start a chat you can book in a call so lots of different ways you can reach out to us very accessible yes and for those of you who don't know really what the purchase order approval feature is it's basically a way for you to be able to have a little bit more control over um your costing and what kind of purchase orders are going out to your vendors so if you have you know a few team members that are working with different steps of your workflow and you want to be able to have them put in a purchase order but then you want to have some secondary review before it actually goes out this is a great feature to have enabled and i'm going to go through all of that today i'm going to go through how do we turn it on how do we set limits um how it's actually going to look when you do set those limits up so anorex is going to help me we're going to share screens today and hopefully that goes seamlessly but it's really a great feature to have on there if you want kind of like this review process before your purchase orders go out uh so it's not just within the so purchase order the feature itself is available on the plus plan but i mean purchase orders are not just available on the plus plan uh and i find that you know this we've been talking to a lot of our a lot of our customer base you know a lot of our customers have different uh levels of organization so for example you might have the warehouse worker and then the warehouse manager and then the distribution or logistics person on so and it really helps to sort of clarify the roles and boundaries sometimes and you know a lot of times you may want to have approvals in place just to make sure that you're not ordering something where you've already got an item in just another part of the warehouse so you can save you know you can avoid you know money that you really didn't need to spend so that there's a lot of different use cases for this yeah definitely so as mentioned um with today's webinar we'll be covering how to actually set it up so we're going to turn on approvals we're going to set the limits i'm going to quickly discuss the difference between approvers versus non-approvers then we're going to do a demo on the desktop app we're going to then do a demo on the web app and then if we have enough time because we're going to try not to go over today uh we'll also try to include the mobile app um so that's gonna be me sharing just from my phone and again hopefully that works seamlessly i've never done that through the webinar but thank you thank you for your belief in me always always so we'll start off with the approval setup and by approval setup what that means is um we would enable the approval setting on our account itself now as a default it's not turned on so you'll notice that even if you're on the plus plan you may not even have those tags showing up on your purchase order so they're going to act like any other purchase orders on any other plan but if we go into our account settings we'll be able to actually turn that on and you'll notice that now you have that option of either approving your own order if you have the limit for it or if you're one of the team members who has a set limit and your purchase order goes above that you can request an approval from one of your other team members so to show that i'm going to do a quick demo on my side and one thing i wanted to note is that before you turn it on like i mentioned there won't be any kind of tags or anything on the purchase order i'm saying approved versus when i do turn it on you'll have a little red tag on your orders giving you kind of the status of that approval also for any existing orders um that you have before we actually enable it they're gonna show as approved by inflow system so that's just something to also keep in mind because i know some people have that question of what happens do i have to approve all of my old orders and they worry that they're going to have to go back no you don't have to do any of that it's really just for any new orders coming in after you enabled the feature so let me just share my screen here and i'm going to do it from the web app right now but we'll do a little demo of how it's going to look on all platforms afterwards so share screen there we go you guys can see my screen right yep fantastic so right now i'm on the web app and just to get to my account settings i can go from the main menu scroll down and go from options and then it takes me to account right up here another way to access that is from your name at the top right if you go into account that's just like another quick way to access the same page and you'll notice i'm still on here and then if i scroll down i have my team members section now the team members section is usually where you'll invite additional team members onto your account so that you have everyone having access with their own user id but in this section here you'll notice there's two tabs there's one that says all members and then there's one that says approvers we're going to click on approvers and right below you'll see that we have the option to set approval rights so it has the little boxy image and we're gonna click there and we'll have this little toggle button so as i mentioned right now i don't have it toggled on um and so my purchase orders are gonna look pretty standard and i wanted to just quickly show that i'll do a new purchase order in a new tab and i'm just going to use my test vendor so in here you'll notice it looks like a standard purchase order nothing different about it if this is how you've been using it up to this point they're going to all look identical now if i go back to my account and then i go back to the approvers set approval rights and i enable it so i'm going to turn off these limits for now so i'm going to set myself as an approver and i'm just going to click save for the time being so in this case when i go back to my purchase order and again i'm just going to use myself as a test you'll notice there's now a tag so because this order doesn't really have anything on it it says unapproved so that tag is just going to show you a status and you'll be able to see that in the full list as well when you create an order so we'll go through that a little bit later and you'll see how they all look in our order list when you have the overview open so from here i'm going to go back to my accounts and actually we're going to leave it there because next we're going to cover approval limits and how to set those up so i have a slide for that just going over a few of the notes but i since i'm sharing my screen i'll just go directly from this page and show how to do that and then we'll cover the slides afterwards so if i go back into my approvers tab over here you'll notice that my name or my name is right there my email address i'm not boxy but that's what i use as my display name and i have no limit but when i click into edit approvers i also have my sales rep account so anarag will be showing that part of that account today and um right now for me hey it was going to be delivery driver which you mentioned you've done i've done this i've done that too i've done that too so it's all good so we uh you know i could have left it the way it was but uh for today it's just gonna stay a sales rep you know we could change it for a different webinar but at the moment it is toggled off so if uh anareg was to create an order he wouldn't actually be able to approve it unless this is toggled on and when you do toggle it on it doesn't have an approval limit so right now both andrag and i on our accounts will be able to approve any order with any limit we'll just have an extra button there that says approve and i'm going to get entered to show that in just a second before i do that though i wanted to note that right now you can see two of our user accounts which are the ones that i currently have set up in inflow but if you have a user account that doesn't have purchase orders set with full access rights you won't see their account here in the approval settings so if you want to have someone be able to approve orders they need to have full access to the purchase orders common sense but just wanted to mention it because i had that before i was like where is it why can't i see my second account so that's just something to know so i'm going to go ahead and save that at the moment anarag doesn't have any approval limits and i'm going to stop sharing and i'll let anarch share his screen okay all right so let me start the share here share my screen okay here we go so you should be able to see my screen now yeah perfect so i'm going to go back to the home page just so we can start fresh here so um as you guys can see i'm logged in under the second account the katya head so i'm the sales rep here um and as you mentioned so right now i've got no i'm set up as an approver with no limits so when i go to create a new purchase order just from the purchasing tab here i'll use the same vendor katya test i'm just gonna you'll see the tag here it says unapproved to start off with let me zoom in if that makes it a little bit easier that helps yeah yeah that's we'll do a little bit more um so right now it's unapproved uh i'm just gonna go ahead and add a few items let's say coffee um let's say i'm a huge coffee drinker maybe i'll add 20 um and it could be you know let's say blonde ale coffee and beer why not uh so you can see this is a pretty big purchase order right here so it's over twenty five hundred dollars so when i click on save now i've saved the po generates the po number it's pretty standard it's still unapproved but now when i scroll down you'll see that there's a little approve button since i've got no limits even though this is pretty pretty big bo i can click on approve and now you'll see that the tag chain it's well it's approved now and now it looks just like any other po so you can send it out to your vendors etc etc etc and there we go yeah and one thing to mention while you're on this screen is because anorak doesn't have a limit and he can approve his own orders up to any amount when anarch needs to make any changes to the order all he has to do is click edit so at the very bottom it says order has been approved by sales rep it says the display name and then you would just click edit if you need to add additional items onto the order or if you want to make changes to the costing or quantity things like that that are actually going to affect the total then you would need to edit the order and reapprove it again but obviously again there's no limits at the moment so you could do as much as you want now in the second example i'm going to go ahead on my end and i'm going to set up a limit for enrique and then i'm going to get you to keep sharing your screen okay we're going to create a new one okay so i'm going to set a limit of 500 and i'll show you guys afterwards um just how i did that but when we i think you might have to refresh the page altogether just because i just inputted it so now so now the limit's in right so limits in 500. so party time is over now i'm restricted so uh i'll do the same process so purchase order katya test uh and let's see if i i'm gonna add the same items let's see if i can do the same thing so again it's unapproved i'm gonna add where's my coffee i forget exact numbers but that's all right uh and then the blonde ale there it is uh and i don't know let's just do 50 cases so again it's a big order 2 400 which is obviously a lot more than the 500 limit that the boss has put on me ah so katya so now when i click on save you'll see it's it's unapproved if i scroll down instead of saying approved i now have to request approval um do you want me to click on that and yeah click on that and then i'll show that a little bit later because um when you click request approval one thing that it'll ask you is who do you want to get approval from yeah and then i'm the only one that has the approval limit at that moment so you would just click request and it usually takes a couple of minutes for it to send me an email so i as the approver will get an email notification letting me know that okay anarag has created this purchase order and now he's waiting on approval so that we could continue processing the order so we'll come back to that in just a moment um and i'm going to share my screen just to show how i created that limit perfect uh and also i mean i probably don't need to show this but of course if i create a po for less than the limit then there's no approval right so if i can just do a really really quick example here please do please do i'm sorry i rushed it a little it's all good no no it's all good just to just to show the flip side of that so i'm just gonna do something really simple so a case of coffee six bucks right well under the 500 limit it's still unapproved so if i scroll down now i can approve this order instead of having to to to go to go to katya right so i can approve it it's just like that first example that we had right uh and the same thing it'll tell you order has been approved by me and again if you need to edit it i can edit it all that stuff cool so there we are perfect so let me stop the share cat 10 i'll turn it over to you again awesome so i will go ahead and share my screen one more time [Music] so i'm still on our account settings page and let me see if i can maybe even zoom in a little bit more on that page just to have it a bit larger there we go so again i have my approvers uh just below and you'll notice that anarag currently has a 500 limit all i did was when i toggled enteragon there's this option on the left side that says set approval limit when i click into that it's going to give me a little open box field where i can enter an amount so you can enter 500 you could enter at 1000 any number that you want to set up for that individual user you would put that number in there and that would be their limit so it's going to say up to 500. if you don't have any limits set up that means they're going to have an open approval so they're going to be able to approve any amount so this is one place where you want to make sure this is done correctly because if you wanted to set a limit and you just forgot that person can still approve anything so we'll go ahead and save it the way it was before let me just go back to my slides so we did a little demo we went through setting up approvers and approver limits so as we mentioned that was just on the same page same account page that we were on before and all we did was we enabled anarag's user account and we set up that 500 limit um just right in that same page and once it's saved we notice those changes on the purchase orders so we did that little demo there now biggest difference between approver versus non-approver you guys already saw it on the demo but basically it's just the fact that when you have an open approval limit you can approve any amount you can uh make changes to any order that you want and approve your own orders versus a non-approver they're going to need to request approval they're going to have to actually get one of the approvers with the capacity to be able to allow them to go ahead with the order so a non-approver up until that order is approved cannot make any changes or actually they can make changes but they can't uh send any um purchase orders out to the vendor so they can't print they can't email they can't fulfill they can't market as paid so really you won't be able to do anything going forward with that order until it is approved one thing to also mention is that once an order is approved for a non-approver if they need to go ahead and make changes they're going to have a bit of a different process and we're going to go through that in the the following demo so when we go through our desktop demo and our web demo you'll be able to see how that works for a non-approver so we're going to go ahead and we're going to focus on the desktop app now so with the desktop app this is our windows app the one that you can directly onto your computer unfortunately it isn't available for mac users but the mac users would be able to access this from the web app which will show right after and uh with the desktop app it is pretty straightforward it kind of looks the same in terms of your purchase order steps it's just uh the screen is you know a little bit different a bit of a different ui that's all yeah exactly so i'm going to go ahead and share my screen one more time and then we'll switch over to enter egg so share screen lots of back and forth there okay so i'm on my desktop app and in here i'm just on the home page but i'm going to click into a brand new purchase order i am currently logged in as my own account so i have no approval limit so when i open up a new order i can go ahead and create any amount or like have any amount set so my internet is a bit slow to apologize for that but in here i'm going to go ahead and do kind of the same thing so i'm going to add the blonde ale we'll add 10 cases of that i'm going to add some chocolate because i love chocolate so we had some dark chocolate maybe 100 units and as you can see my total is getting larger and larger so right now it's 680 let me add some more so we'll add some milk chocolate another 100 units so right now my total is 880 yup katya sorry did you want to maybe zoom in a little bit it's a little bit hard to see yeah of course ah i don't think i could zoom in just because it's that specific monitor on oh okay got you got you know right here but it's okay so so these way i could do that it's a big amount that's the key thing yeah that's worse okay so the total is 880 and again i don't have any approval limit so when i go ahead and save my order ah one little issue here because i was logged into my desktop app before i enabled my settings this is what it would look like before you have anything enabled i would have to log out and log back in to notice those changes that we marked in the web app so that's one thing to know is that if you are making these changes and you have users who are already logged into the desktop app they would need to log out and log back in to notice those changes so i'll actually let anarag take over as my computer is just working a little slow because i have everything open it's all good yep uh actually as you said that i was as you said that i was logging out and logging in actually so i i'm i'm okay here i'm ready to go when you are okay so i'll stop sharing and i'll let you process or do an order um for an amount that's less than 500 and then more than 500. sounds good uh okay let me just share the screen here all right so yeah i see what you mean about not being able to zoom in so my bad on that uh hopefully that uh is you know is okay um so just like katya was doing i'm just to create a new purchase order now keep in mind um keep in mind viewers i've always wanted to say that keep in mind viewers that uh you know i'm i'm logged in under the sales rep account so i'm the one that uh you know i'm the one that has a limit on it right so i'm going to do the same thing so the vendor will just use katya test obviously as you'll notice the or everything that you inputted in the in the web app you can see on the desktop app as well so your vendors and all of those things uh the products uh let's do the blonde ale seems to be our favorite here so let's do 10 cases let's go crazy let's do 20 cases why not that should do the trick so i'm going to save this and so you'll notice that when i save it and i know it's a little bit hard to see but take my word for it down here it says request approval same way as you saw in the web app when we were doing it so where you can't see it here but where you would have seen it it's the you'll see the request approval um now of course in the same idea when i click on the request approval button you'll see so it's order number 29 kp uh which let me just refresh my screen here it'll come into here but anyway i'm going to request approval and then when i do that same thing i have to choose the approver so it's going to be katya or i should say boxy in this case yep and okay and it's going to send her a notification by email you'll notice it also assigns the po to her as well and then the button over here changes to pending approval again i know you can't exactly read that but take my word for it it says spending approval so that's for an order that's over my approval limit if i if i do a new one for something that's within my limit so let's say i do the coffee and 10 cases there if i click on save now you'll notice the amount here is 60 dollars i can approve it myself because i'm approved i can approve anything up to 500 right um so if i click on approve now it's just like any other po i can print it email it fulfill it pay it whatever i need to do with it does that make sense perfect yeah that's fantastic so i guess we'll show my side now and i'm gonna actually show that email as well i believe i got it um let me just open up my emails in here and it seems like it was one of our test orders from before so let me see if i can refresh the email if i got that yeah but um before i do that same idea exactly before i do that i'm going to just share my screen go back to the desktop app so in here when i go into my purchase orders i just like to click on the icon and again my computer is a bit slow just because i'm running so many different parts of the program so we have purchase order 29 and you might not be able to see exactly that there's an initial there but there is a little text which you can see so the b is obviously the initial for boxy and that's how i have my display name set up in inflow and so that means that order is assigned to me i can see that the status is unapproved and um what i'm going to go ahead is i'm just going to click approve at the very bottom i'm okay with nra going ahead and processing this order for the blonde ale for 20 cases it's a good amount we need more um you know it's something that we want to go ahead with so i'm going to click approve and at the bottom now it says that the order has been approved by myself so by boxy and if i wanted to as the person who's approving the order i could go ahead and pay it off or send it out to the vendor but i might let anarag do that afterwards so maybe i'm just approving that's all i'm in charge of and anarch still going to do the rest of the purchase order so how it usually works exactly exactly i'm just that's all i do is i just click on the proof button that's it the rest of the work goes back to you and i hope i can anything with my vacation request just click on approve definitely you can take as many vacations as you want if i was the manager this is recorded you know that this is recorded but um what i was going to say is that in the assigned to even though it's assigned to me as boxy the approver i can assign it back to anarag as the sales rep because i want him to prioritize this or know that okay i've approved it it's done and now we've assigned it back so now the initials next to that order are sr for sales rep so yeah just to throw in a quick little use case here i mean and and just a lot of a lot of times we speak to customers and they tell me that this is great so for example if you're let's say the the logistics of the procurement manager and you want to approve pos over let's say ten thousand dollars you know maybe the warehouse person will create the po they'll they'll get assigned to the logistics or the procurement person and they'll assign it back just to let them know that hey okay you're good to go so that everyone's on the same page they know exactly when the approval has been done uh and then you're good to go so exactly yeah and i did want to show just that notification again i have it open here on gmail so um when anarag did send me that order so as soon as it was assigned to me i got a notification over email saying okay purchase order 29 kp is assigned to me so usually what that means is that it's waiting for approval and we can see the status of it as well in here really quickly so it's unfulfilled and unpaid so we can even click view purchase order which would take us to the web app directly um but in this case because we went ahead and we looked it up on the desktop app i already approved it it's taken care of anarag is now going to get to fulfill it and pay it and and do all of that fun stuff with it yes all the fun work exactly so in that case um all of that's done now obviously because i don't have a limit i could go ahead and process any order right now but i didn't want to go back to anarch and i'm going to have him share the same order but he's going to try to make a change to it and so we're going to see how that looks i'll stop sharing my screen okay we're going to 29 kp right yeah exactly all right i've got it up here so let me share there we go all right perfect so here we are so we're back in the uh the desktop app here uh so you can see this is the the po29kp um so i'm here and you can see that there's a little gray bar here well uh hopefully you can see it says here order has been approved by boxy so katya has approved it um when i go in and let's say i want to if i want to add something so let's say if i'm trying to be you know maybe sneaky here and say okay so the boss has approved it let me change this to 30 cases maybe right and you can't see this but i'm typing and nothing's happening so i'm not able to edit this order yeah so yeah so for android to be able to edit the order what he's gonna have to do is he's gonna have to unapprove his same order so basically all those steps that we just took were undoing it so that's just making sure that whoever um is working on this order if they don't have the approval limit they can't add more to the order they can't make any changes that would potentially affect the order total after it's been approved we don't want anyone sneaking around or maybe it's even just a mistake someone wants to make a change and they meant to put in a different number originally so we want everyone to be aware of these changes so at in this case and reg would then um click on the more button at the top so i think we might need to exit out there yeah sorry i'm just i'm just trying to show everyone that i can still like print it fulfill it pay it i just can't do anything that'll change the the actual order amount exactly and another thing is you could also change the contact and or like the specific contact details not the vendor name but like contact phone email you can add those in afterwards that doesn't matter because at the end of the day that's not going to change the total of the order yeah exactly so a lot of times customers might have a business name here then a specific you know john or mary contact there but yeah to your point katy if i click on the more button here there's a little um option here to unapprove the order so i'm just going to click on that uh the dialog box here just says if you unapprove this you can make changes to the order but then you'll need to get uh reapproval essentially so i'm going to proceed uh and now oh okay so let me refresh because i think we're on the same order katya so yes oh okay there we go no problems let me just try that again i think it's when i made the change to assign it to you yeah it's all good it's refreshed all good yep so we're good now so so it's unapproved uh you'll see there's a request approval button here just like before now if i want to add something to it so let's say i want 30 cases of the blonde ale or you know dirty cases let's say all right if i want to add some coffee in there we seem to like that combination so let's keep with it and there you go so as you can see the the total is different now so the same process as before i'm going to save it request approval it's going to ask me who to request it from we're going to go to boxy hit ok and there we are so now it's back into pending approval status it's been assigned to boxy again and it's back into unapproved status fantastic yeah and so with that um just to keep in mind that when you unapprove it even if you don't make changes the moment that you want to prove it it does have to still be reapproved yeah so even if anarae accidentally unapproved and then said oh you know what i actually don't need to make changes he's still gonna have to send it back to me for me to go ahead and approve it exactly the the good thing is though that it's it's kind of hard to accidentally unapprove an order because you have to go through the more option here right so so that's that's that's that's a good thing i think and and the the warning message too exactly exactly yeah so when it when she when katya approves it it's gonna ask me hey are you sure right that dialog box so it's kind of a two-step process so it's uh you know for me you know a little bit foolproof in that case which is good yeah no definitely um so that's pretty much how it would look on the desktop side so now we're going to switch over to the web app and i'm just going to close this up and i have a lot of tabs open i'm scared to see your desktop oh my gosh i'm one of those people that has like usually a hundred tabs do you really know yeah i have a lot and then it slows down the computer obviously but uh i i i i'm gonna be fully honest i'm one of those ocd i've got a touch of ocd i like to keep things like one at a time so i can't do that i'm multitasking and for me i like to keep the ones that are open because i'm working on something so it's whatever's pending each so i'm gonna go back to our homepage obviously i'm still logged in as boxy and again i don't have any approval limits set i can approve as much as i want so if i create a new purchase order over here uh we're going to be working with katya test which my internet is just not great it's coming it's coming it's coming this is what happens when you know you have other people working from home everyone's using the internet at the exact same time and uh it just goes really slow if you just refresh your browser there i think i might have to yeah let's try that funny thing is i checked the internet speeds right before the webinar and it seemed to be going well and oh now i'm even noticing i'm kind of like lagging on easywebinar2 and it logged me out that's why ah turned out okay gotcha gotcha it's all good oh gosh entering i might let you i can take it over for now i can do it yeah if you want yeah i want to stop sharing because mine is just taking forever to load no worries no worries so let me let me share my screen so did you want me to log in as you because i'm logged in as me right now let's start off with the the one that's uh i guess under your limit on the web app and then above your limit and then we'll switch over to me and i'll approve it from my side okay so all right so for example so the one that's above my limit was the let me refresh my screen here there we go okay so you'll see that this is the one that we did so it's actually another good example of how we do something in the desktop app and it translates really well into the web app so info i always like to say it's really good at integrating with itself so anything you do in one you know sort of interface ports over to the other really well uh so that's that's uh that always impresses me but this is the po2 129 kp so this is the one that was with the you know that we added uh it's in the uh this for about 1500 so if i request approval same thing boxy and then i think it's because at this point you already requested approval on the desktop app oh yeah that's right you're awaiting approval on that one yeah that's right that's right okay and then for this one you are correct uh this one is the one that um that i didn't need approval for because it was under the 500 limit um and so you can see it's been i've approved it myself yeah and and you could go ahead and fulfill and pay that yep if you wanted to at this point um you don't you don't have that option before it's approved even if you're the approver and you have the ability to approve it it's still going to make you click on that button exactly so if i create a new purchase order so we all know that i can approve orders up to 500 right so for example if i create an item let's say that coffee again and you know one unit that's fine so even though i am the i can approve it until it's actually approved i won't be able to the buttons just don't show up for fulfilling and paying so once i approve it now again it will tell you exactly who it was approved by and now you see the fulfill and pay buttons yeah and back to the same point we mentioned earlier on is if anarag needed to edit his own approved order he could just go ahead and click edit and so you don't have to unapprove it exactly and it'll actually tell you that this who it was order who this order was approved by so for example in this case it was me so it says it was approved by you and then if i click on edit now i can edit the order uh but now you'll notice that so and this is uh maybe this is an important point so now if i edit this order and let's say now i add something that brings it above my approval limit so now if i add in the blonde ale and it's obviously what well above my approval limit because i'm set to 500 and if i save it it'll actually give me a limit here or a message here it's gone over your approval limit unapprove the order to save your changes so although i can edit changes i can't make any changes that i can't get around the approval limit so i'll still need to unapprove it make the changes and then now only that i'll need to have katya approve it in order for this po to go through that make sense exactly yeah uh and the unapproval is the same you click under more on approve are you sure you want to unapprove so there's that checks and balance there so now that it's unapproved now i can request approval for this new order so same idea request perfect and similar to before i should be getting an email now for that po31 um just basically stating that anarag has sent it over to me and it's awaiting approval and another quick ways you can see that initial the the b next to it that's for boxy so it's just telling me all the orders that have been assigned to me one good habit to get into as well is that once you've finished working on the order is to take off your initial if you're no longer working on it because it can get a little confusing to see what tasks you've already done versus the ones that you're still waiting to do so in that case that's how that would look just the assigned to here so you can just uh clear you can just clear it there and i'm going to go ahead and it seems to be slowly loading on my end but i'll share my screen and i can see order 31 so that's good so you're good to go yep this is my end of it um as anarag added we have order 31 we have order 30 that was under the 500 limit so that's why it was completed and i didn't need to do anything there and then we had order 29 which we had done on the desktop app but because anarag un approved it and needed more approval it went back to me so with that one we'll notice if i click into it as well if i scroll down i can go ahead and approve that and there we go it says approved by boxy so i can go ahead and let's say today i'm the one that's going to be fulfilling it and paying it off so we'll mark it as fulfilled there and paid so the order it never happened in real life no not at all and then if i go to that last one that we were working on the 31 again it's assigned to me um and down here we're just gonna click approve now what i can also do before i approve it is let's say uh anarag ordered coffee blonde ale but again me loving my chocolate we're gonna add some dark chocolate on that order and uh so i changed it slightly exactly it's just one single bar for me just a one one byte that's all you need exactly so we're gonna save that and then it's still within my limits because i don't have a limit so we'll go ahead and approve that so before i approve it if it's within my limit i can still make changes too so we're good to do those changes beforehand and i would actually say if you are approving and you do want to add something instead of approving it first and then editing it that's just going to create more steps do it beforehand and it'll just save you some time there but if you do forget and you wanted to change something i could just go ahead and click edit and add something else so not only do i want dark chocolate i want milk chocolate too so crazy we're going insane and it's all done like i don't have to click approve again because it's within my limit so i can go ahead and for today i'm just gonna press fulfill and pay it off so it's gonna save there for me and then if enrique were to refresh his screen he would also notice that everything is now taken care of so as soon as i've fulfilled and paid them my un assigned to disappears as well so no one's assigned to it anymore and i'm just refreshing on this on my end here and just loading here yeah and i see 31 it's not assigned to anyone actually let me just i'll just show that yeah go ahead to our viewers there we go oh screen two there we go okay there you go so there's that same po on my end you can see that there's no assigned to just because katya is already taking care of it that's a miracle uh fulfilled paid all done um and we're good to go yeah and if anorex says okay you know what we need to actually add something else um maybe he wants a chocolate bar as well i want white chocolate damn it white chocolate okay well you would have to unapprove the order unfortunately uh it would have to be unapproved first before anything else is added exactly so now go ahead let me let me see do you have white chocolate i don't but i have white wine that's okay oh milk oh my god you could add white chocolate just as a new product at that point all right let's just add it it's going slightly off copy but that's all right we'll just add a new product here stock product there we go and in this case i'm going to get greedy five oh all for yourself all for myself and you know it's cheap it's okay it's only a dollar costco pricing full pricing and there we go so now of course it's above my p grade so meaning approval limit so since it's 9.75 i've got to go through that approval process again so request approval from boxy please boss give me my chocolate uh and you can see that it's gone back into unapproved status it's gone back to being assigned to boxy perfect so i'll stop it on my end and i was gonna say i'm gonna get since we have a little bit more time left i'm gonna get the mobile app uh just connected right now so that we can show it on that side really quickly it's going to look pretty much the same obviously the interface is a little bit different but like the steps and the process for it is the same so let's start that broadcast and we should have it showing on inflow in just a second so i'm going to go back to my slides because i just want to make sure i didn't miss anything so we did the demo for the desktop side we just did the demo for the web app and now we're going to go ahead and do the the little demo for the mobile app so we'll do that there and i'm going to again start broadcast and share my screen there you go perfect can you guys see it i know it's a little small so i do apologize for that i don't think i can enlarge it there but um if you've if you've used the mobile app before you've seen this home page you see that it's separated into the main sections that we have on all three platforms you know the sales the products and the purchasing and in this case i'm going to go back to my purchase order so i'm just going to click on that slowly and it's going to load up my purchase orders we're going to have the same statuses as before so we're going to have if an order is fulfilled and approved it's just going to say fulfilled if it's unapproved it's going to have that red tag under the order so that's order 31 that we had there it has my initial on it it gives me my total amount so i can see yeah it's definitely above the 500 the nrx limit is set to so i can go ahead and i can open the order i can see okay we have our coffee blonde ale dark chocolate milk chocolate i see the white chocolate that's been added but you know what there you go i'm nice so i'm going to let it i'm going to let it go it's live i'm going to let it slide and i'm going to approve the order so it's just that little button at the bottom it's the same process that you would have pretty much anywhere else so we're going to go ahead and click approve and you can see same little message where it says last approved by boxy if i want to go ahead i can edit it but it is now approved so our order is just the status is set to unfulfilled so really those are the three tags you'll notice is unapproved unfulfilled or fulfilled but that's pretty much it that's just a quick little demo of it on the mobile app if anarag was to do the same thing on his end it would just same process yeah exactly so you could do the exact same steps just on the third platform which is the mobile app and obviously they all work seamlessly together so the interconnect you'll have the same orders you'll have the same um initials listed yeah and they're assigned and this also works yeah this also works really well like if you're using in the warehouse and if you're picking moby and if you're using let's say our smart scanner uh it's a ton of great accessories with the cradle and the gun etc right you can just uh create that purchase order send it off for approval move on to the next one whatever you need yeah yeah so it's really up to you which platform you like to use the most um i know i love using the mobile app yeah i love just doing everything on my phone so uh really you could do any of those and it's going to work um so if you guys have any questions now is a great time to just post it in the chats we haven't had many not too many questions actually yeah i'm surprised uh okay so bren uh is asking is there a digital signature feature that can be added to the approval process uh just curious so so in terms of like getting an actual signature on uh there's not a signature feature but it does tell you exactly who approved the order so as we talked about so the order has been approved by and then so and so boxy and whatnot yeah so it's going to have that name listed under the actual order exactly i know some people will and this is with or without the purchase approval setting on but what they'll do is they'll print off one of the documents have someone sign it they will then uh import the picture as an attachment on the so that's how some people will have like a signature like signed document for the order itself um so a lot of people will kind of use that work around yeah and that's you know it's a good question because i mean that's it brings into mind you know the you know if you have different users that you know they should have their each individual logins so for example katya has their own login obviously i've got my own login so it keeps that traceability and accountability all the way through the line so you can see exactly who approved what so in that way that's that's really your digital signature right it's just to make sure that everyone's got their own logins and that's another great thing about the plus plan you get a lot of extra users included with it so that you can make sure that everyone's got their own separate logins and make sure that and you know obviously we've got our other things like team member track and report so we may see that just keeps everyone accountable and transparent same with the versions too on the order and the virgin history who's making changes uh you know it's a great way to see like if everyone's actually logged into their own account and they're not sharing logins um you have a good tracking process there yeah it just gets a little confusing when people are sharing logins and then you're losing that that ability to track yeah we've got a question from peter is there a way to change the currency uh especially when it's saved as a pdf file um katja do you want i mean i know you can change the currency and then save it as a pdf if that's what you want to do yeah so you can change the currency um in your actual like when you're on the purchase order we have that ability so let me just quickly um maybe share my screen for that and then uh i believe neura is also um posting that feedback just about having that digital signature feature even though it's already listed there maybe there's something else that we can do differently so let me just share my screen um comment from peter he says he's issued a po under mxn i i assume that's the vendor or mexican i'm sorry that's currency i'm sorry brain fart i'm sorry i apologize sorry about that peter uh uh when i saved the pdf file it came out as usd oh okay that's interesting so let me try it out so i have uh another order for coffee again we love our coffee chocolate and beer great combination um but so it's a six dollar order it's in canadian dollars now if i were to change it to let's just make it easy us dollars in this case um i have my conversion rate already set there that's why i chose us dollars and i'm going to go ahead and save it if i save it and then now i mark it to be wait let me approve it because i'll need to approve it to be able to mark it as the print option so if we print off a purchase order and in this case afterwards we would save this as a pdf in here so okay maybe usd wasn't the best example just because the currency like the dollar sign stays the same let me see if there's anything else let so unapprove really quickly and i'm going to change that to um something that has a different so maybe euros yep because that will give us yeah a good indicator of whether the symbol changes and then we'll print purchase order so the symbol does change just that way um now obviously with mexican dollars i believe it's still using like the dollar sign i think so it may not be noticeable in that sense um in terms of adding i think like the actual currency code uh that would be something that we might have to request through support um yeah i know it has been done in the past but uh yeah i don't know if you want to chip in yeah i know and i just wanted to confirm so i just kind of looked it up while you were talking there katya but the um the symbol is the same um it's the dollar sign so so i think that might be the confusion there peter i totally understand where it might be coming from um but yeah so it's the the doll the um the actual symbol is the same so it is mexican currency but it looks the same as you know the usd or the canadian dollar sign yeah and i'm just quickly checking as well on the desktop side to see if that looks any different i don't think it will yeah so i'm just going to confirm yeah oh no problem peter just said thank you awesome no worries yeah um so i mean in terms of like keeping track of your cost and the currency exchange it will do all of that um but the symbol looks the same yeah i just did on the desktop side as well just to see that the euro is working and it is so um i think it's just a matter of which currency you're choosing exactly yeah yeah great question though yeah yeah uh we're hitting our we're here we're hitting our time yeah yeah yeah i don't doesn't look like anything else is coming in melanie said thank you so so no problem uh no problem bren thank you thanks everyone for uh for watching and tuning in obviously you've got uh you can reach out to us anytime and if anyone uh wants to re-watch this if they want to go through the steps again i know nuria posted our knowledge based articles in the chats um and you'll be able to just find that on our info inventory site under the knowledge base knowledge base section um but we're also going to be posting this on youtube and our webinar page afterwards so that'll probably be up by tomorrow and if you want to rewatch it there as well as our facebook group um the the stream will be available um in the facebook group there absolutely give us a thumbs up on youtube as well i always like to add that in and uh i guess uh yeah thank you guys again for joining anarag we'll see you again shortly on this webinars absolute member you did a fantastic job congratulations thank you thank you thank you i didn't have much to do katya you you held up most of the weight so i appreciate it no i couldn't do this without you yeah all right little applause there thank you so much and thanks for everyone to listening in and of course thank you to nuria who's been moderating and she's been in the background so nuria thank you so much for looking after the chats and and uh you know taking care of us there so really appreciate it this was this was awesome had a great time thanks maria [Laughter] see you guys see you guys bye-bye have a good day