Approve Orders

An order a rep books waits for the office to release it before it can be billed, and a refusal is recorded with a reason. Off bills it as soon as somebody converts it.

Switch: Settings > Field Sales > Approve Orders.

Where it appears

The office order list gains a waiting-for-release state; conversion to an invoice is refused until the order is released.

Flow

flowchart TD
    A[Rep books the order] --> B[(Order: waiting for release)]
    B --> C{Office decides}
    C -->|release| D[Order can be billed]
    C -->|refuse| E[Refused, with a reason on the row]
    D --> F[Invoice · dispatch]

The gate is on billing, not on booking — the rep’s round is never blocked by an office decision.

Screens

Sales Order list - filter to what is waiting, release or refuse from the row.
Invoice - an unreleased order cannot be converted.

Switching off. Warns at save when orders are waiting to be released — switching off would leave them in a status no screen shows.