How to sign Purchase transactions

To get a transaction approved, you can submit an approval request or sign it. In this article, I will cover how to sign transactions. The signing process involves transactions such as: Purchase Request, Quotation, Purchase Order, Purchase Invoice and Payment. Here's how:

1. Go to Purchase module --> select Settings menu

2. Select Approval and click on New approval setting button 

3. In the New approval setting page,  create setting approval with Sign action as below. Here, I create a flow for purchase order

4. Go to Purchase Order and create a purchase order. Then click on Send approval request


5. Log in as a signer and click Sign

There are 2 ways to sign: manually sign or upload signature.

Manually sign: Select Sign-> draw a signature -> click on Sign



Upload signature: select Upload -> choose a image file -> then select Sign button 
Note: Only .PNG and .JPG formats are accepted

Result: 



Did you find this article useful?

  • Purchase Option Setting

    Step 1.  Go to Settings menu under Purchase module from the left sidebar.Step 2. Select Purchase O...
  • Unit Setting

    Add New Units To add a new unit to your organization:Step 1. Go to Settings menu under Purchase mo...
  • Commodity Group Setting

    This data will be used for the Commodity Group combo boxAdd New Commodity Group To add a new commo...
  • Sub Groups Setting

    This data will be used for the Sub Group combo box in Add/Edit Item page. Add New Sub Group To add...
  • Approval Setting

    Create approval workflows for types: Purchase request, Purchase Order, Quotation, Payment requests...