RockifyERP Knowledge Base
Workflows and automation
12 step-by-step RockifyERP guides on workflows and automation. Choose a guide to get started.
Guides in this section
- Workflows in RockifyERPWorkflows in RockifyERP add approval steps to documents, such as purchase orders needing a manager's approval above a certain amount.
- Create a workflowSet up an approval workflow on any RockifyERP document, such as purchase orders or leave applications.
- Workflow statesWorkflow states in RockifyERP are the stages a document passes through, such as Draft, Pending, Approved and Rejected.
- Workflow actionsWorkflow actions in RockifyERP are the buttons approvers click, such as Approve, Reject or Send Back.
- Tasks on workflow transitionsRockifyERP can run tasks when a workflow moves to a new state, such as creating a follow-up or sending a notification.
- Authorisation rulesAuthorisation rules in RockifyERP require approval when a transaction exceeds a limit, such as a discount above 10%.
- Set up a workflow in easy stepsA simple purchase order approval workflow in RockifyERP, step by step.
- Workflows on mastersWorkflows can also control master records in RockifyERP, such as approving new customers or suppliers before they can be used.
- Automation in RockifyERPRockifyERP can do routine work for you: assign records, repeat documents, send reminders and track milestones.
- Assignment rulesAssignment rules in RockifyERP automatically give new records, such as leads, issues or tasks, to the right person.
- Auto repeatAuto repeat in RockifyERP recreates a document on a schedule, such as a monthly rent invoice or weekly purchase order.
- Milestone trackingMilestone tracking in RockifyERP records when a document reaches an important status, such as when a lead became a customer.
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