Manual Discount Entry approval through Mobile App or OTP

YouTube: Manual Discount Entry approval through Mobile App or OTP

📲 Managing Discount Approval Requests

This tutorial walks you through the step-by-step process of efficiently handling discount approval requests using the Logic ERP mobile app.

---

⚙️ Navigating Configuration Settings

📂 Main Menu Navigation:

Go to the Main Menu and tap "Setup" for customization options.

🛠️ Feature Settings:

• Tap the "Configurations" tab to explore feature settings.

• Select "Setup OTP Message Templates" to enable this feature.

---

📝 Setting Up OTP Templates

➕ Adding Templates:

• Create unique OTP templates by entering a template name and a short name for easy identification.

🔔 Notification Type:

• Choose how you want to notify users: SMS, App Notifications, or Both, according to user preferences.

📱 App Integration:

• Select the "App" option to ensure requests appear in the Logic Mobile app for streamlined processing.

🧾 Notification Title & Messages:

• Customize the notification title and message for clarity and a better user experience.

---

🏢 Using Branch + User-wise Discount Limit Authorization

📉 Setting Discount Limits:

• Use "Branch plus User-wise Discount Limit Authorization" to set appropriate discount limits.

🛡️ Access Control:

• Grant access to specific users who are authorized to approve discount requests.

---

✅ Authorization Settings

📲 Receiving Notifications:

• Approvers will receive a notification in the Logic app when a request is submitted.

📁 Approval Requests:

• Approvers must access the "Approval Request" folder in the app to respond.

---

🚀 Initiating Approval Notifications

🙋‍♂️ User Request Process:

• When a user submits a discount approval request, a notification window will appear instantly for review.

📤 Sending Notifications:

• By clicking "Notify," approval requests are sent directly to your app, prompting the next steps.

---

🟢 Approving Requests

✅ Confirmation Messages:

• A "Request Approved" message appears on both the approver’s and requester’s screen. confirming the successful approval of the discount request.

🖱️ Approval Process:

• 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.