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Approving Line Items

Learn about how line items on an order are approved or unapproved

Updated over 2 months ago

In Boatyard, managing line item approval is essential for tracking customer authorization and accurately reflecting part usage across your work orders.

What is a Line Item Status?

Line items can have two statuses:

  • Approved

  • Unapproved

This status helps your team know which parts of the job have been authorized by the customer and which are still pending approval.

How Line Items Get Approved

Line items can be approved in two ways:

  • Automatically: When a customer approves an estimate, all associated line items are automatically updated to Approved.

  • Manually: You can approve a specific line item by clicking the three dots at the end of the line and selecting Approve.

How to Unapprove a Line Item

To change a line item back to Unapproved:

  1. Click the three dots at the end of the line item.

  2. Select Unapprove.

Impact on Part Status

Approving a line item also updates the status of any parts associated with it:

  • In Stock to Reserved: If the line item includes in-stock parts, those parts are automatically moved to Reserved status once the line item is approved. This removes them from the available inventory and earmarks them for that specific job.

  • Reserved to Completed: When the work order is marked as completed, those reserved parts are then updated to Completed, indicating they’ve been used.

Summary

Approving line items ensures accurate tracking of both customer authorization and inventory usage. Always make sure your line items are approved before completing a work order to keep part statuses accurate and inventory up to date.

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