Enabling the quotation authorisation feature
Quotation authorisation must be enabled system-wide from Settings - Company Setup - Quotation & Sales.
Enabling quotation authorisation for a user
There are two user roles relating to quote authorisation. Administrators can access these from Settings - Users - <user> - Roles.
Quotation Authoriser
The user can authorise quotations
Quotation Authorise Override
The user can create quotations that do not require authorisation
Setting up notification emails
Notification mails can be used to make users aware of quotations requiring authorisation
Mapping email templates
Email templates must be mapped to the following events:
Quotation Authorisation Request
Quotation Authorisation Granted
Quotation Authorisation Declined
This can be configured from Settings - Quotation Authorisation Email Templates.
HTML templates are assigned to each event. The dropdowns will show all HTML templates. If you do not have templates configured, please speak to your representative at The Layer.
