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Quote Approval Reasons

When a Requested quote is Approved an Approval Reason can be attached e.g. Customer preferred Supplier or Most Competitive Quote.

The list of Quote Approval Reasons are maintained here.

Settings > Quotes > Quote Approval Reasons

The link will open the Quote Approval Reasons grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Quote Approval Reason click New , to edit an existing Quote Approval Reason click Edit . A pop up window will appear which will allow the creation or amendment of a Quote Approval Reason.

ClosedClick to view - Quote Approval Reasons Fields and Descriptions

Complete the fields and click Save and Close .