Approve Price Quotes

Manual approvers can use the Price submodule to approve 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 approve 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 approve.
  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 approve.
    Alternatively, click Open price quote list and in the Price Quote List dialog box, highlight the price quote that you want to approve.
    Note: You can only approve a price quote whose status is for approval and you have been added as a manual approver.
  5. Click the Approval tab.
  6. Click the Approve field that corresponds to your name.
    WorkBook changes the label and color of to Approved internally and green.
  7. You can also approve price quotes in Approval > Price Quote Approval under Tasks .