How do I set up tiered quotes approval?
Ensure Quotes Are Looked At By The Relevant People Before Being Approved.
🔧 Setting Up Approval Rules
Approval rules define who needs to approve quotes, and under what conditions.
Step-by-Step:
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Go to:
Settings→Quotes -
Click on Approvals, then Rules
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Hit Add Rule (top-right corner)
Fill in the Details:
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Organisations – Apply the rule only to certain teams or departments
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Cost Codes – Match rules with specific budget lines
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Currency – Choose the applicable currency
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Min & Max Value – Define the range this rule applies to
Add Approval Steps:
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Inside your new rule, go to the Steps tab
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Click Add Step
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Choose roles or users who will approve quotes at this level
🔄 You can update or edit rules at any time by clicking the pencil icon next to the rule details
