I have a process where Sales Orders need to be shipped to customers by a sales-clerk.
Before a delivery note can be generated for the order, a sales-manager need to approve the sale.
The scenario will be that the sales-clerk will view the records and call the manager physically over to his/her terminal for the approval.
The sales-clerk does not log out of the system. The manager will click on a button/link on the sales order line on the sales-clerk’s screen and be presented with a modal form that asks for his/her username and password.
If the system has successfully authenticated the manager, the form will close and mark the sales-order record as approved. The sales-clerk will now have a button available to generate the delivery note.
- How do I call and create a form to be used to do the authentication?
- How do I mark the sales-order row as approved, updating the display without reloading the complete age?
Thank you