Your administrator can limit what you may do when selling: change prices, give discounts, or sell below cost. If a sale goes past your limits, Business Sensor doesn't save it straight away. A manager approves it first.
Before you start
- A manager means a user in the Administrator group. They type their own username and password on your screen. They don't need to sign you out.
Steps
- Finish the sale as usual and press Complete (or Save on an invoice or sales order).
- If something is outside your limits, a Manager approval needed box opens. It lists each problem, for example "Rice 50kg: more than your 5% discount limit (lowest price 47,500.00, this is 45,000.00)".
- Type the Reason, for example Bulk order agreed with the customer.
- The manager types their username and password and clicks Approve and save.
- The sale saves. The approval is recorded with the reason and the manager's name.
To give up instead, click Cancel. Nothing is saved, and you can change the price or discount and try again.
Tips
- A price you already had approved on the cart (the price-override button on a POS line) goes with the sale. You won't be asked again.
- An approved price on a sales order goes with it when the order becomes an invoice. You won't be asked again.
- Editing a saved sale only checks what you changed, so an approved price never needs approving twice.
Common problems
- "Authorizer is not a manager" → the person who signed in isn't in the Administrator group. Ask an administrator.
- "Invalid authorizer credentials" → the username or password was wrong. Try again.
- It keeps asking even after approval → the price or discount was changed after it was approved. Approve the new value, or put the old one back.
- You think your limits are wrong → ask your administrator to check your Rights tab under Setup → Users.