Main Setting
Sales Culture > Quotation > Main Setting
Setting Approval Stage
Posted by i3Teamworks Admin on 1 Mar 2018
Set Approval Process (Stages)
1. From your Main Dashboard, tap on SALES and click Quotation
2. Tap on and click
There are 2 Types of Approval: General Rule and Specific Rule
1. General Rule
Add New - To add more stages for approval process
Delete - To remove the stages by steps, from bottom to top
2. Specific Rule
This rule is only applicable to the selected Requester. It will automatically override the General Rule
Note: Approver will receive a notification whenever there is new request of approval.