Approve a quotation

When your sales contact/debtor accepts the quotation, you approve the quotation on behalf of the customer. Using this action, you indicate that the quotation has resulted in an order.

Note: 

You can only approve quotations that have the Permanent status.

To approve a quotation:

  1. Go to: Order Management / Sales process / Sales quotation.
  2. Select the finalised quotation that you want to approve.
  3. Click on the action: Approved.

The status of the selected quotation changes from Permanent to Sales contact approval.

Directly to

  1. Quotation
  2. Activate the Quotation functionality
  3. Configuration
  4. Add a quotation
  5. Add a quotation by copying lines
  6. View a quotation
  7. Release a blocked quotation
  8. Make a new version of a quotation
  9. Finalise a quotation
  10. Issue a quotation to a sales contact
  11. Approve a quotation
  12. Expire a quotation
  13. Add an order from a quotation
  14. Import a sales quotation