Certain Pull Sheets start as tentative
Hey all!
For pull sheets created by certain user groups, I want them to start as TENTATIVE. After they've added to the pul lsheet, I want their only workflow option to be SUBMIT RESERVATION, which would send it to AWAITING PREP state for the location managers to assign, prep, and ship as usual. Currently, when the user group creates a pull sheet, it automatically starts as "Awaiting Prep."
Basically, I don't want pull sheets from certain users to be awaiting prep until they're officially finalized by the user. Can someone help me with this?
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Hi Anna,
Your only option at this time is to start all Pull Sheets in "Submit Reservation." Then restrict the Executor Groups for the actions that get you out of that State to (what I'm assuming are) your internal groups. If you need further assistance setting that up, please don't hesitate to reach out to our support team at support@flexrentalsolutions.com.
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