Workflows and automation · Guide 606 of 624

Workflows on masters

Workflows can also control master records in RockifyERP, such as approving new customers or suppliers before they can be used.

How to do it in RockifyERP

  1. Create a workflow on Customer or Supplier.
  2. Add states such as Pending Verification and Verified.
  3. Restrict transactions to verified records with permissions or validation.

Tip: Approving new suppliers protects against payment fraud.

Related RockifyERP guides

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