Business > Divisions > Edit Division > Workflow You can create a workflow that will send an approver an email and ask him / her to approve a purchase order or invoice. There are three main steps in our built-in workflow:
- Email to an approver
- Send PO to supplier
- Send an Email
- Give the Step a name – ie Email Bob for Approval.
- Choose the approver from the drop down list of users
- Set the email from address – see the post on SMTP – by default use firstname.lastname@example.org
- Choose a subject for the email.