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Set-up Workflow Approval, Only Required If Sales Quotes are Discounted.


When the workflow plugin is used to setup for required approval of sales quotes by a manager prior to being sent to a customer, all sales quotes will require approval for those users set-up to request approvals.  It may be a preferred option to only require approval is a discount is applied to a sales quote.  This user guide explains how to setup this configuation.

From the Sales Quote Dashboard, click on the Configuration menu, then hove on the option Extensions Settings, and select the option Workflow from the sub-menu.

Click on the Approval Settings tab.

Click on the toggle switch Require approval for discounted sales quotes only,  to activate the setting (the button should be green for the "on" state).

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