Guide: How to sign Purchase transactions

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 Purchasemodule --> select Settingsmenu

2. Select Approvaland click on New approval settingbutton

3. In the New approval settingpage,  create setting approval with Signaction as below. Here, I create a flow for purchase order

4. Go to Purchase Orderand 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 signorupload signature.

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

Upload signature: select Upload -> choose a image file -> thenselect Signbutton Note: Only.PNGand.JPGformats are accepted

Result: