Initial Set up

1.7.4 Setup & Create Approval Process Custom Fields

Approval process custom fields are a list of customised question you want to ask a supplier at the setup and request stage. See example below.

Admin - Supplier Approval Admin - New Suppliers - Approval Process custom fields 

Step 1: Select which field type you want to use as you have a choice of TextboxDatesDropdowns

Step 2: If you choose a Dropdown add the Options required by selecting the blue edit icon beside the field you want to use

Step 3: Select Add New to add options

Step 4: Add your options and select Add to update the list

Step 5: To edit these simply select the edit button and follow Step 4 again

Step 6: Select Active beside the fields you want to turn on and select Required if this question must be answered by your suppliers

Step 7: Once done select Save Settings