Customer Quotation View Pending Approvals

Customer Quotation states a commitment from a seller to offer products or services for a specific price as notified to the buyer. It refers to a document which is generally sent to potential customers with an offer to sell goods or services at a specific price.

View Pending Approval feature enables you to see the quotations pending for approval. The manager/admin can approve or reject the quotation using this feature.

Prerequisites:

1. You have your Deskera ERP URL in place.

2. You are the administrator of Deskera Applications.

3. Ensure good internet connectivity.

Step 1: Go to Proforma Invoice/Quotation under Accounts Receivable-Sales tab in Deskera ERP.

Click on View Pending Approvals.Fig 1.5.1.3.1 View Pending Approvals

Step 2: Select the customer quotation to approve and click on Approve.Fig 1.5.1.3.2 View Pending Approvals

Step 3: Click on Yes to confirm. Fig 1.5.1.3.3 Approve Customer Quotation

Step 4: Add Remarks if required, and click on Approve.  Fig 1.5.1.3.4 Approve Customer Quotation

The customer quotation will be approved and you can view it under Proforma Invoice/Quotation tab.Fig 1.5.1.3.5 Approve Customer Quotation