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:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job with the price quote that you want to add a new approver to.
-
On the side toolbar, click
Price.
-
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.
-
Click the Approval tab.
-
Click
Add an approver
.
-
In the Add Approver dialog box, use the drop-down list to select the resource that you want to add as an approver.
-
Click
OK.
-
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.