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Authorise a quotation

You can authorise a number of functions for quotations in Profit.

To authorise a quotation:

  1. Go to: General / Management / Authorisation tool.
  2. Go to the tab: Group maintenance.
  3. Select the group to authorise.
  4. Go to the tab: Authorisation.
  5. Authorise the action: Order Management / Sales process / Sales quotation / Create counter/direct invoice.
  6. Authorise the other actions as well, if applicable:

    Sales_Offerte autoriseren (10)

  7. Authorise the tab: Order Management / Item / Article / Tabs / Sales quotation lines in order to view lines in other quotations.
  8. Close the Authorisation tool.
  9. Click on Yes in the message.

    De omgeving opent automatisch opnieuw, met de nieuwe instellingen.

Process

Configuration

Work area

app