Add New Price Quote Approvers

Use the Price submodule to add new approvers to price quotes of selected jobs.

To use the Price submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To add a new approver to a price quote:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List and highlight the job with the price quote that you want to add a new approver to.
  3. On the side toolbar, click Price.
  4. On the grid toolbar, use the drop-down list to select the price quote that you want to add a new approver to.
    Alternatively, click Open price quote list and in the Price Quote List dialog box, highlight the price quote that you want to add a new approver to.
    Note: You can only add approvers to a price quote that has not yet been approved or locked for changes.
  5. Click the Approval tab.
  6. Click Add an approver .
  7. In the Add Approver dialog box, use the drop-down list to select the resource that you want to add as an approver.
  8. Click OK.
  9. If you know the initials of the resource that you want to add as an approver, use the @initials field to enter the applicable initials and press Enter.