How to approve or reject a discount on a quote
This video is coming soon
The written steps below already work. Come back to watch it.
How to approve or reject a discount on a quote. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Approvals and press Review next to the quote (or open the quote directly).
- In the Discount approval card, review the discount, the limit and who requested it.
- Add a Comment and press Approve discount, or press Reject (a comment is required to reject).
Tip
The preparer is notified. Owner / Administrator can approve any discount; the Office Manager can approve only up to their own limit. A bigger discount shows "the Owner must approve it". After approval, raising the discount further needs a new approval.