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Configuring quotation approval rules - examples
Configuring quotation approval rules - examples

Some example quotation authorisation rules that can be set up

Written by Raymond Carrel
Updated over a week ago

From Settings - Approval Manager you can create and edit Authorisation Rule Sets.

Below are some example rules that may be useful, and can be adapted to suit your requirements.

For more information on authorisation rules, check this page.

Quote GP is below 25%

Element: GP%

Condition Type: Less Than

Value: 25

Hardware fund is over £20,000

Element: Hardware Fund Value

Condition Type: Greater Than

Value: 20000

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