How to sign Purchase transactions

Purchase Management BuildX



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

1.png

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

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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

3.png

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

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Result: 

5.png

 

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