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Categories CRM App
Created by Guest
Created on Jul 24, 2024

Margin Approval Check Before Confirming Quote

The current Margin approval system is good to prevent users from confirming orders below a predefined margin % but it requires the intervention of an administrator at point of order confirmation.
If the margin approval system could be combined with the on hold functionallity then the manager could approve all quotes via a report of all orders on hold (because of margin %) and then when the customer confirms the order the sales person can confirm the order straight away

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