After a quote is accepted (or after you submit a draft for review without a formal quote), the job sits in Pending review until a manager-style user approves it.
Who clicks Approve?
Roles with Approve permission (often Admin, Manager, or Finance — Sales may not have it). If the button is missing, ask an admin to Approve or grant the right — Users & team.
How to Approve
Open the order.
Click Approve in the header (confirm dialog).
Status becomes Approved.
What Approve quietly does for you
Happens | Why it matters |
|---|---|
Job opens for full operational tabs (Design, Production, …) | Floor and design tools unlock for real work |
Sell prices lock (as designed) | Changes later need intentional edits/roles |
Invoice draft appears | You’re ready to bill — see 08 |
Materials may allocate if lines link inventory products | Pro+ inventory — shortages show on the Production tab |
Other status buttons you’ll use often
Button / action | Typical meaning |
|---|---|
Submit for review | Draft → Pending review (ask Approve next) |
Start production / move to In production | After design/proofs are ready |
Hold | Pause the job |
Complete | Floor work finished |
Cancel / Archive | Stop or file away (often asks for a reason) |
Not every role sees every button. Hold, cancel, archive, and rollbacks may require a reason.
Happy path after Approve
Upload artwork on Design → Send proof if the customer must sign off (06).
When proofs (or shop policy) allow → start production (07).
Pack, ship, collect payment (08).
Work down the order tabs from left to right when you can — quote and proof before production and ship usually avoids rework.