Manual Discount Entry approval through Mobile App or OTP
Last updated
Last updated
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This tutorial walks you through the step-by-step process of efficiently handling discount approval requests using the Logic ERP mobile app.
Go to the Main Menu and tap "Setup" for customization options.
Tap the "Configurations" tab to explore feature settings.
Select "Setup OTP Message Templates" to enable this feature.
Create unique OTP templates by entering a template name and a short name for easy identification.
Choose how you want to notify users: SMS, App Notifications, or Both, according to user preferences.
Select the "App" option to ensure requests appear in the Logic Mobile app for streamlined processing.
Customize the notification title and message for clarity and a better user experience.
Use "Branch plus User-wise Discount Limit Authorization" to set appropriate discount limits.
Grant access to specific users who are authorized to approve discount requests.
Approvers will receive a notification in the Logic app when a request is submitted.
Approvers must access the "Approval Request" folder in the app to respond.
When a user submits a discount approval request, a notification window will appear instantly for review.
By clicking "Notify," approval requests are sent directly to your app, prompting the next steps.
A "Request Approved" message appears on both the approver’s and requester’s screen. confirming the successful approval of the discount request.
Open the discount request and click the "Approve" button to complete the approval process.
By following these comprehensive steps, users can effectively manage and approve discount requests using the Logic ERP mobile app, ensuring a streamlined process.