Approvals: a tour
This video is coming soon
The written steps below already work. Come back to watch it.
A tour of Approvals in Arkon One: Discounts above the role limit (Office Manager / Owner) and acceptances by customers on credit hold (Accounts) and the controls you will use most.
The steps, written out
- Open Approvals from the Sales and Customers section of the left menu.
- Read the summary tiles at the top: Discount approvals, Credit approvals, Decided (last 30).
- Read each row: Quote, Discount, Limit, Total, Requested, Reason.
- Use the Discount limits button at the top of the page.
- Review the Discounts waiting for approval section.
- Review the Acceptances waiting for Accounts (credit hold) section.
- Review the Recent decisions section.
Tip
Office Manager runs the office: jobs, customers, scheduling, dispatch, crews, safety, billing view and storm mode. Menu: everything except Administration → Settings, Logins, System and Tax rates, plus Site drawings, Design rules and My work orders. - Quote discounts above the sender's limit: Owner / Administrator and Office Manager approve or reject in Approvals. Default limits: Sales & Estimating 10%, Office Manager 20%, Administrator unlimited. While a customer is on hold: