CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
We do not have approval process for sales out-of-the-box, how ever you could configure access rights, like, You could create a group for Technical Heads or GM, and assign that group on Confirm Order button on Quotation, so those users can only validate Quotation. And a sales man can request for approval to management by Send Message/Log Note from the chatter so management will be notified.
If your approval work flow is complex, then you might need development.
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|Asked: 9/27/16, 8:41 AM|
|Seen: 494 times|
|Last updated: 9/28/16, 4:31 AM|