Hi, I know we can implement an approval process for quote where by the Sales Rep must get the Sales VP’s approval before the quote can go out, but can that be done on a item basis? Meaning a sales rep can create a quote and send it to their customer without an approval process, except for a few items which need an approval? Is that doable?
thanks
JR
I also have similar requirement, @pokermagic have you found solution to this?
My requirement is actually that discounts for all items need to be filled in Customer details, if discount is below or equal then no need of approval. If higher discount is entered, then user must get manager’s approval before finalizing or submitting the quote and send to customer.
We deal in around 15 different brands as authorized dealers and discount structure for each brand is different for each customer which we want to manage via ERPNext.