# Setup for Internal Approvals for Sales Orders

**URL:** <https://community.striven.com/t/setup-for-internal-approvals-for-sales-orders/278>\
**Category:** Customizations\
**Created:** [March 8, 2022, 1:09pm UTC](https://community.striven.com/t/setup-for-internal-approvals-for-sales-orders/278 "2022-03-08T13:09:04Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![Krishy](https://yyz2.discourse-cdn.com/flex032/user_avatar/community.striven.com/krishy/32/892_2.png) [@Krishy](https://community.striven.com/u/Krishy)\
**Post date:** [March 8, 2022, 1:09pm UTC](https://community.striven.com/t/setup-for-internal-approvals-for-sales-orders/278/1 "2022-03-08T13:09:04Z")

</div>

Do you require Internal Approval for your Sales Order? Here are the simple steps on how we can configure this feature in Striven.

**Employee Configurations**

1. Navigate to the employee you wish to require an internal approval process for in regards to sales orders  
a. The employee can be found by going to Employees - List and searching accordingly

2. Once in the employee record, navigate to the tab “Sales Order Approval Setting”

3. Make sure “No Limit” is unchecked

4. Determine also if you would like to have enabled “Quote approval for sales orders with negative/0 line items”

5. Save & Close

 ![1-Com](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/1X/9b0a9e912ede7ca4efeaaa5d1996349050f67b96.png)

**Employee Permission Configuration**

1. You will need to remove the permission “Sales Orders - Approve” from the restricted employees’ user role

2. Select the user role you wish to edit and use the search option to find the above-mentioned permission

3. Make sure the permission is unchecked

4. Save & Close

 ![2-Com](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/1X/574cd3935f9afc9746cc2715146401c2b34e0311.png)

**Sales Order Type Configurations**

1. Navigate to your Sales Order Types within the Settings

2. You will need to have contract managed turned on for your sales order by checking “Turn on contract managed”

3. With the approval methods, by choosing Verbal, there is no need to grant access to your customer for the Portal

 ![3-Com](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/1X/ebd2c5a0f552452350c7109110a3db6da643c69e.png)

**Creating a Sales Order**

1. When the employee who has their access restricted as instructed above creates a sales order, they will be prompted to select a reviewer to review the sales order
2. The reviewer selected will receive a notification and can then approve the order verbally

 ![4-Com](https://canada1.discourse-cdn.com/flex032/uploads/striven/original/1X/f894b4fb2ab59d94be87a21754a83eddb0bcf8a2.png)

If you need assistance setting up your Internal Approvals for Sales Orders, contact Striven Support and we will be happy to help! 🙂