Ensure that certain users can't produce or send out quotations that exceed certain thresholds without approval from an admin user.

The thresholds that can be set are:

Discount %
Discount value
Total net value

Users can email an admin user from within the quote to request for approval.

Set up

Create the Limits

Configure -> Quotations -> Internal Approvals Settings

Create a rule group and add the limits:

Apply the Limits to a Role

Cog -> Manage User Accounts -> Manage Roles
Create or select a role (system roles of User and Admin can't be edited)
Set the Quotations approval to the limits

Users that are to be restricted should be set to use the role with these limits, in this example, the role is called 'Junior Sales'

Follow these steps to set up the approvals.

Working with Approvals

On clicking the 'Request Approval' button, the user can select someone with the appropriate permissions to approve this and email them directly from the system. The email has a link to the quotation, which the manager can click on to check and approve the quotation quickly.